AC 3_1 User Guide.pdf

User Guide

Inter-Tel Attendant Console

M I T E L

2008 Inter-Tel (Delaware), Inco

QUICK REFERENCE GUIDE TOFREQUENTLY USED FEATURES

These are the basic instructions for the most frequently used telephone systemand voice mail features. For detailed information on these and other features,refer to the complete instructions in the User Guide.

TO PLACE A CALL Type the number in

ENTER. (You do ncalls.)

TO ANSWER A CALL Select the Answer i

TO HANG UP Press F12 OR select

TO PLACE A CALL O Press F10 OR select Press Answer to rem

TO PLACE A CALL O Select the Sys Hold

TO TRANSFER A CAL Select the destination Press ENTER to tra

TO TRANSFER TO VO Select the destination Select Voice Mail in

TO CANCEL A TRANS You can cancel a t

Select the Cancel Tr

TO MAKE A PAGE Highlight the desired

OR select Begin PaOR double-click on t

Make your announce1rporated, printed in the US Part No. 835.2469-2

the Number or Name box in the Directory and pressot need to enter an outgoing access code for outside

con OR press F9.

the Hang-Up icon.

N HOLD the Hold icon.ove the call from Hold.

N SYSTEM HOLD icon.

L number in the directory.

nsfer the call to the number.

ICE MAIL number in the directory.

the directory or press CTRL+ENTER.

FERransfer at any time before the transfer is completed.n icon OR press F6.

page zone in the Page Zones dialog and press ENTERgehe desired page zone. ment before the Paging timer expires, then hang up.

MESSAGESTO LEAVE A MESSAGE AT THE STATION Press CTRL+E OR select the Mess. Call icon.

TO LEAVE A VOICE MAIL MESSAGE Press CTRL+O OR select the Leave VM icon.

TO LEAVE A SILENT Select an entry in the

TO REMOVE A MESS From the Messages

highlight the messagTo remove all the me

TO RESPOND TO A MIf you have waiting messand a small lamp symbolthe message, time and dmessaging station.

NOTE: If a station-to-sttwo extension numbers, t

Highlight the messagIf the called station ido-not-disturb), the or leave your own m

NIGHT MODETO PLACE YOUR SYS Select Night Mode

Whenever the system

NOTE: This procedure network, if you will be plagram a shortcut key to enrefer to the Attendant Con2

MESSAGE (WITHOUT PLACING A CALL) Directory, and then select Message on the Directory.

AGE WITHOUT RESPONDINGdialog (displayed through the Tools drop-down menu),e and select Remove.ssages in the list, Select Remove All.

ESSAGEages, the message indicator on the status bar says MSG appears. Each message is identified with the source ofate stamp, and the number of the messages from the

ation message is left more than once between the samehe message count will only display 1.

e and click Reply OR double-click on the message.s unavailable (does not answer the call, is busy, or is inmessage remains in the list and you can try again lateressage for that station.

TEM IN NIGHT MODE from the Console drop-down menu and select On. is in night mode, the Status bar displays NGT.

places only your system in night mode. In a multi-nodecing other nodes into night mode, you may want to pro-able and disable Network Night Mode. For more details,sole User Guide.

CONFERENCE CALLSTO BUILD A CONFERENCEYou can build a conference from calls that are either connected or on individualhold in the main Call List. You cannot add ringing calls.

Highlight the desired call from the call list. Press CTRL+N (this option is available only while you are on a call)

OR CTRL+ROR select ConferenOR drag and drop thThe Console copies

Repeat for all calls tference yet, you stillIf you copy the wronlighting it in the Codoes not affect the C

TO CONNECT A CONWhen you have built youence call.

Select Begin on the At any time during t

ence.

VOLUME AND MICTO ADJUST THE VOL Select Up or Down

OR press CTRL+P ume.To save your volummenu.

TO MUTE THE MICRO Press CTRL+U OR

unmute the micropho3

cee highlighted call onto the Conference Setup dialog.the call into the Conference Setup list.o be included in the conference. There is no active con- must connect the conference, as described below.g call into the Conference tag list, remove it by high-nference Setup list and selecting Remove Call. Thisall List, only the Conference Setup list.

FERENCEr Conference list, you are ready to connect the confer-

Conference dialog. he conference, you can add another call into the confer-

ROPHONE MUTEUMEfrom the Volume drop-down menuto increase the volume or CTRL+W to lower the vol-

e settings, Select Save from the Volume drop-down

PHONESelect Mute from the Volume drop-down menu. (Tone, select Mute again.)

NOTES4

NoticeThis Inter-Tel Attendant Console User Guide is released by Inter-Tel, Inc. as a guide forend-users. It provides information necessary to use the Attendant Console. The contentsof this user guide, which reflect current Inter-Tel standards, are subject to revision orchange without notice. Some features or applications mentioned may require a futurerelease and are not available in the initial release. Future product features and applica-tions are sutional hardw

c

I

All productregistered m

Mitel is a Inter-Tel aMicrosoftporation.

2008 Inter-Tebject to availability and cost. Some features or applications may require addi-are and/or specific software.

For sales, service, or technical support,ontact your local authorized Inter-Tel provider.

Comments about this user guide or othertechnical documentation should be directed tonter-Tels Technical Publications Department at:

[email protected]

s and services mentioned in this publication are the trademarks, service marks,arks, or registered service marks of their respective owners.

registered trademark of Mitel Networks Corporation.nd Axxess are registered trademarks of Inter-Tel, Incorporated., Windows Excel, and Vista are registered trademarks of Microsoft Cor-

l (Delaware), Incorporated, printed in the US

Inter-Tel Attendant Console U

Limited WarrantyInter-Tel, Inc. warrants the physical diskette(s) and physical documentation enclosedherein (but not any diskettes or documentation distributed by you) to be free ofdefects in materials and workmanship for a period of sixty days from the purchasedate. If Inter-Tel Integrated Systems receives notification within the warranty periodof defects in materials or workmanship, and such notification is determined by Inter-Tel Integrated Systems to be correct, Inter-Tel Integrated Systems will replace thedefective diskette(s) or documentation. DO NOT RETURN ANY PRODUCT UNTILYOU HAVE CONTACTED YOUR DEALER. YOUR DEALER WILL BERESPONSIBLE FOR OBTAINING RETURN AUTHORIZATION.The entire shall be liminclude or but not limiconsequenthas been spInter-Tel Inexceed the software, reTHIS WARTIES, EXPIMPLIED WULAR PURTHIS LIMIrepresentatimplied waWarranty cware) and iThis Limitdling, normor maintenaTel IntegratThis Limitevary from squential damthe above miiiser Guide

and exclusive liability and remedy for breach of this Limited Warrantyited to replacement of defective diskette(s) or documentation and shall notextend to any claim for or right to recover any other damages, includingted to, loss of profit, data, or use of the software, or special, incidental, orial damages or other similar claims, even if Inter-Tel Integrated Systemsecifically advised of the possibility of such damages. In no event will

tegrated System's liability for any damages to you or any other person everlower of suggested list price or actual price paid for the license to use thegardless of any form of the claim.RANTY IS IN LIEU OF AND EXCLUDES ALL OTHER WARRAN-RESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, ANYARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTIC-POSE. THERE ARE NO WARRANTIES WHICH EXTEND BEYONDTED WARRANTY. Specifically, Inter-Tel Integrated Systems makes noion or warranty that software is fit for any particular purpose and anyrranty of merchantability is limited to the sixty-day duration of the Limitedovering the physical diskette(s) and documentation only (and not the soft-s otherwise expressly and specifically disclaimed.ed Warranty does not apply to any products damaged by improper han-al wear and tear, accidents, lightning damage, negligence, or improper usence and does not apply to products altered without authorization by Inter-ed Systems.d Warranty gives you specific legal rights; you may have others which

tate to state. Some states do not allow the exclusion of incidental or conse-ages, or the limitation on how long an implied warranty lasts, so some of

ay not apply to you.

iv

Software License AgreementTHE FOLLOWING IS A LICENSE AGREEMENT RELATING TO THE INTER-TEL SOFTWARE. PLEASE CAREFULLY READ ALL OF THE TERMS ANDCONDITIONS BEFORE PROCEEDING. THE SOFTWARE REFERENCEDHEREIN IS LICENSED IN ACCORDANCE WITH THE FOLLOWING TERMSAND CONDITIONS. IF YOU DO NOT ACCEPT SUCH TERMS AND CONDI-TIONS YOU WILL NOT BE PERMITTED TO USE THE SOFTWARE. IF YOUACCESS OR USE SUCH SOFTWARE IN CONTRAVENTION OF THE TERMSAND PROPROSECU

Definition

You meaSoftware Prcessing unitem mean(hereinafteAuthorizeagreement aspecific Soaccompanytools, formcopies, moacquired bythis License

License:

(a) Internon-accoIntersibilin ogramAuthYouand cove

InterworkInter-Tel Attendant Console User Guide

VISIONS OF THIS AGREEMENT, YOU WILL BE SUBJECT TOTION TO THE FULLEST EXTENT PERMITTED BY LAW.

s:

ns, and Yours refers to the original end user purchaser of the Inter-Telograms. Computer means a computer consisting of a single central pro-t, one keyboard and one video display terminal. Inter-Tel Hardware Sys-s any proprietary system distributed by Inter-Tel Integrated Systemsr Company or Inter-Tel) that operates by means of the Software.d Dealer means an individual or entity currently authorized in writing bynd in good standing with Inter-Tel entitling the dealer to sell or license the

ftware covered by this license. Software means: the computer programsing this License (including, but not limited to, codes, techniques, softwareats, designs, methods, processes, know-how and ideas) and any and alldifications, upgrades, enhancements and new releases thereof made or You and any and all manuals and other printed materials accompanying or the Software

-Tel Integrated Systems, Inc. (Inter-Tel) grants You a non-exclusive,transferable license to install and use the enclosed Inter-Tel Software andmpanying documentation on any one standalone personal computer or-Tel Hardware System (whichever applies). You assume the entire respon-ity for the selection and installation of the enclosed Software program(s)rder to achieve desired results. You agree that you are licensing the Pro- for its end use only and not for resale or redistribution. You must be anorized Dealer of the specific Inter-Tel products covered by this license.

will be liable for theft and infringement under applicable patent, copyrighttrademark laws of the United States for unauthorized use of the Softwarered by this license.

-Tel reserves all rights in and to all patents, copyrights, trademarks, masks and any other proprietary rights contained or embodied in the Software.


(b) You may make one (1) copy of the Inter-Tel Software program(s) contained ondiskette(s) for back-up purposes only, provided that You reproduce and placethe Inter-Tel copyright notice on the backup copy. You may make one (1) copyof the Software program(s) onto one (1) hard drive. You may not copy theInter-Tel Software program(s) contained on any media other than diskette; e.g.,hard disk drive, ROMs, PALs, Software Protection Key, etc.

(c) You are hereby notified that contained third-party suppliers and vendors arethird-party beneficiaries to this Agreement to the extent that the Software con-tains software, programming and other materials provided by such third-partysuppliers and vendors. Such provisions are made expressly for the benefit ofand are enforceable by such third-party suppliers and vendors in addition toInter-Tel.

Non-Perm

(a) YousonaSoft

(b) Youwith

(c) YouTel this

(d) YouTel S

(e) Youresa

Term:

This Agreeuntil terminnal disketteInter-Tel sowith any teoriginal disSoftware pnate this licopies of thvser Guide

itted Uses:

may not use the enclosed program(s) on more than one standalone per-l computer or Inter-Tel Hardware System at a time and may not load theware onto any file server or network. may not sublicense, assign or transfer Your rights under the Agreementout the prior written permission of Inter-Tel. may not use, copy, alter or transfer, electronically or otherwise, the Inter-Software (program(s) or documentation) except as expressly allowed inAgreement. may not translate, reverse engineer, disassemble or decompile the Inter-oftware.

agree that you are licensing the Program for its end use only and not forle or redistribution.

ment is effective from Your date of purchase and shall remain in forceated. You may terminate the Agreement by returning to Inter-Tel the origi-(s), ROMs, PALs, or other applicable software media and all copies of theftware program(s). The Agreement is also terminated if You fail to complyrm or condition of this Agreement. You agree to return to Inter-Tel thekette(s) and other applicable software media and all copies of the Inter-Telrogram(s) upon such termination. The Company may immediately termi-cense upon notice to you, whereupon you shall immediately destroy alle Program.

vi

Warranty:

(a) Inter-Tel warrants to You that the diskette(s), and/or other applicable softwaremedia on which the Inter-Tel Software program(s) are furnished are not defec-tive under normal use for a period of ninety (90) days from the date of pur-chase, as evidenced by a copy of Your sales receipt.

(b) Inter-Tel and its third-party suppliers and vendors' liability and Your exclusiveremedy shall be the replacement of any diskette(s) and/or other applicable soft-ware media that do not meet the warranty and which are returned to Inter-Telor an authorized dealer together with a copy of Your paid receipt. THEABOVE IS THE ONLY WARRANTY OF ANY KIND. ALL OTHER WAR-RANTIES EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIM-ITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY ANDFITNwarrwhic

You acknowreleases, mthe Compaacknowledtrade secretthis Agreeminformation

You shall buse of the Pand hold haloss, liabilitties at any tto your usement, affilentity invol

The Indemagainst thewhich may or use of tharising out any such clInter-Tel Attendant Console User Guide

ESS FOR A PARTICULAR USE ARE HEREBY DISCLAIMED. Thisanty gives You specific legal rights and You may also have other rightsh may vary from state to state.ledge that the Program, including the related documentation and any new

odifications and enhancements thereto, belongs to the Company, and thatny retains all right, title and interest in and to the Program. You furtherge that the Program and information relating thereto constitute valuables of the Company. You agree to comply with the terms and conditions ofent and agree to treat the Program as the confidential and proprietary

of the Company.

e solely responsible for the supervision, management and control of yourrogram and related products and documentation. You hereby indemnify

rmless the Company and its affiliates (the Indemnified Parties) against anyy, damages, costs or expenses suffered or incurred by the Indemnified Par-ime as a result, of any claim, action or proceeding arising out of or relating, operation or implementation of the Program. For purposes of this Agree-iate means any Company division or subsidiary or any other affiliatedved in the manufacture or wholesale distribution of Company products.

nified Parties shall not be responsible, and you shall have no recourse Indemnified Parties, for any loss, liability, damages, costs or expensesbe suffered or incurred at any time by you as a result of your reliance upone Program, or as a result of any claim, action or proceeding against youof or relating to the use of the Program, or as a result of your defense ofaim, action or proceeding.


Limits Of Liability:

In no event shall Inter-Tel or its third-party suppliers and vendors be liable for anylosses (whether in tort, contract or otherwise) incurred in connection with the pur-chase, sale, possession, operation, or use of the Software (separately or in combina-tion with other products) including, but not limited to loss of time, loss of anticipatedprofits, loss of data, loss of information, loss of business, loss of revenue, loss ofgoodwill or loss of anticipated savings or other business losses, losses relating to rout-ing or programming errors, unauthorized use or access of all intrastate, interstate, andinternational long distance services, or such access or use by voice mail, DISA, autoattendant, oto the use otion is permto tangible negligence,ITS THIRDDENTAL OARISING FOR IN COMTOTAL LIABY YOU F

Entire Agr

This Agreesupersedes Inter-Tel Sovalid unlessThis Agreedelay on thof any right

This Agreethe State ofprinciples. tion on Con

Governme

The SoftwagovernmenRights in T(Oct. 1988)Integrated Sviiser Guide

r 800 or 900 services by end-users or unrelated third parties, losses relatedf copyrighted music with Inter-Tel Software, and to the extent such limita-itted by applicable law, losses and damages resulting from physical injuryproperty or death or injury of any person whether arising from Inter-Tel's breach of contract or otherwise. IN NO EVENT SHALL INTER-TEL OR-PARTY SUPPLIERS AND VENDORS BE LIABLE FOR ANY INCI-R CONSEQUENTIAL DAMAGES, DIRECTLY OR INDIRECTLY

ROM USE OR INABILITY TO USE THE SOFTWARE, SEPARATELYBINATION WITH OTHER PRODUCTS. IN NO EVENT SHALL THEBILITY OF INTER-TEL DAMAGES EXCEED THE AMOUNT PAID

OR THE SOFTWARE.

eement:

ment constitutes the entire agreement between You and Inter-Tel andany and all prior agreements between Inter-Tel and You with regard to theftware. No amendment, modification or waiver of this Agreement will be set forth in a written instrument signed by the party to be bound thereby.ment shall be governed by the laws of the State of Arizona. No failure ore part of Inter-Tel to enforce its rights hereunder shall operate as a waiver.

ment and any disputes arising hereunder shall be governed by the laws of Arizona, United States of America, without regard to conflicts of lawsThe parties hereby expressly exclude the application of the U.N. Conven-tracts for the International Sale of Goods to the Agreement.

nt Restricted Rights:

re is provided with restricted rights. Use, duplication or disclosure by thet is subjected to restrictions set forth in subparagraph c (1) (ii) of theechnical Data and Computer Software clause at DFARS 252.227-7013 and FAR 52.227-14 and 52.227-19 (June 1987). Contractor is Inter-Telystems, Inc., Chandler, Arizona 85226.


WELCOME . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1About This User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1EnhanMajorRelatePart N

GETTING Syste

SHTCTS

InstalUpgraStartin

LL

PerfoSettin

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USING ATMain ACall LDrop-

CCDVSVT

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Table of Contentsixser Guide

cement for Version 3.1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Enhancements For Version 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2umbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

STARTED . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3m Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4oftware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4ardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4elephone System and Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5T Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6CP/IP Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6oftware Security Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

ling the Attendant Console Software . . . . . . . . . . . . . . . . . . . . . . . 7ding the Attendant Console Software . . . . . . . . . . . . . . . . . . . . . . 9g the Attendant Console Application . . . . . . . . . . . . . . . . . . . . . . 9ogging On. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9ogging Off. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

rming a System Refresh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11g Attendant Console Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 12ser Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12ransfer Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15rogram Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17ocations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19ight Mode Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20onnection Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22arnings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25iagnostics Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

TENDANT CONSOLE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29ttendant Console Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

ist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33onsole Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33all Handling Drop-Down Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . 39irectory Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42olume Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54hortcuts Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55iew Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61ools Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

GETTIN

G STA

RTED

TRO

UB

LESHO

OTIN

GIN

DEX

USIN

G C

ON

SOLE

xHelp Drop-Down Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Handling Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Placing Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Answering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Hanging Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Transferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Putting Calls on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Inter-Station Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Dialing a Feature Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Dialing Digits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Programming Station Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Station Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97DND/Reminder Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Administrator Database Programming Planning Sheets . . . . . . . . . . 105

TROUBLETroub

FTroubError

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ASDMVCDTMSD

INDEX . . Inter-Tel Attendant Console User Guide

SHOOTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109leshooting OAI Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109requently Asked Questions about OAI Configuration. . . . . . . . . . 110leshooting the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114onnection Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

ently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124ttendant Console Setup Options . . . . . . . . . . . . . . . . . . . . . . . . . 124creen Will Not Pop-Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124irectories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124uting Your Phone Microphone. . . . . . . . . . . . . . . . . . . . . . . . . . . 125olume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125onference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125ialing a Feature Code or Digits while on a Call . . . . . . . . . . . . . . 125ime Differences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126ailbox Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127tatistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127atabase Programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129


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WelcomeThank you for purchasing Inter-Tels Attendant Console version 3.1 software pack-age. The Attendant Console streamlines system attendant operations by linking thecall processing capability of your Inter-Tel telephone system with your personal com-puter (PC).The Attendant Console software is installed on your PC and runs on one of the fol-lowing operating systems:

Microsoft Windows 2000 (Service Pack 4 or higher). Microsoft Windows XP (Service Pack 2 or higher). Microsoft Windows Vista.

ABOUT THIS USER GUIDEThis user guide provides all of the information you will need to use the AttendantConsole and its features. Getting Started includes installation instructions that tells how to set up your

Attendant Console. Using the Attendant Console includes basic call handling instructions and other

inform Trouble

ENHANAttendant Coperating sy1ser Guide FOR VERSION 3.1onsole v3.1 and later is compatible with the Microsoft Windows Vistastem. quently asked questions.

CEMENTation you need to know to start using Attendant Console features.shooting covers error handling, troubleshooting procedures and fre-

2MAJOR ENHANCEMENTS FOR VERSION 3.0 Extended Information in the Directory List (see page 43) Provides addi-

tional information for stations and hunt groups in a ToolTip popup screen. Directory Properties (see page 50) Allow you to change the properties of a

directory entry. Suppo

tem OARS232(InternInstalla

Directousing t

Configyour Coptions

Customplayed

Imporimport

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to this user guide, you should become familiar with the user guide for yourou are a System Administrator, you should also obtain a copy of the tele-m Administrators Guide for instructions on using the special Administra-.

Sant Console is available in the following packages:

e software is provided on the CD-ROM (827.9272).

PACKAGE PART NUMBER

ode Attendant Console V3.1 550.5310

de Multi-Node Attendant Console V3.1 550.5311

Node Attendant Console V3.1 550.5312

de Single Node Attendant Console V3.1 550.5313D DOCUMENTATIONized Toolbar Allows you to choose toolbar buttons that are to be dis- on the Toolbar (see page 62).t/Export User Setting Simplifies programming configuration bying/exporting existing user settings (see pages 34 and 36). Automatic System OAI Server Discovery (see pages 23) Automaticallyfinds OAI Servers on your LAN. rt for Axel AX4010 Office Server (see page 5) Can be used as a Sys-I (Open Architecture Interface) Server. The Axel Server allows up to four

Serial Ports to communicate over a LAN (Local Area Network) using IPet Protocol). For more details, refer to the Axel AX4010 Office Servertion Manual, part no. 935.3913.ry Index Buttons (see page 65) Allow you to search the directory

he number or alphabet index buttons.uration Wizard (see page 38) Displays the most suitable settings foronsole to simplify programming various Attendant Console configuration.


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Getting StartedThis chapter contains instructions for installing and setting up your Attendant Con-sole.

System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4Telephone System and Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Attendant Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Attendant Console Database Programming . . . . . . . . . . . . . . . 5

CT Gateway . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6TCP/IP Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Software Security Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Installing the Attendant Console Software . . . . . . . . . . . . . . . . . . . . . . . 7Upgrading the Attendant Console Software . . . . . . . . . . . . . . . . . . . . . . 9Starting the Attendant Console Application . . . . . . . . . . . . . . . . . . . . . . 9

Logging On. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Logging Off. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

PerfoSettin

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rming a System Refresh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11g Attendant Console Properties . . . . . . . . . . . . . . . . . . . . . . . . . . 12ser Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12ransfer Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15rogram Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17ocations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19ight Mode Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20onnection Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22arnings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25iagnostics Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

4SYSTEM REQUIREMENTSThis section lists the various system requirements for Attendant Console.

Software RequirementsAttendant Console v3.1 requires the following software: One of the following operating systems:

Microsoft Windows 2000 (Service Pack 4 or higher). Microsoft Windows XP (Service Pack 2 or higher).

Microsoft Windows Vista. TCP/IP protocol installed on your PC

Hardware RAttendant C

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Do nInter-Tel Attendant Console User Guide A parallel or USB port (for the software security key)equirementsonsole v3.1 requires the following hardware:

al Endpoint, AgentSet, IP PhonePlus, or IP SoftPhone.

set (recommended, but not required)ompatible computer with the following specifications:0 MHz (or higher) Pentium processor (200 MHz or higher is recom-nded) MB of RAM MB available hard disk space (32 MB is recommended)CD-ROM drive for installation from CDmonitor with 800 x 600 resolution or higher (1024 x 768 recommended)keyboardtwo-button mouse

NOTICEot use an IP endpoint operating in SIP mode.


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Telephone System and NetworkAttendant Console can be used with Inter-Tels Axxess Converged CommunicationsPlatform or Inter-Tels 5000 Network Communications Solutions. The Inter-Tel Axxess system must be using version 5.1 or later software on all

nodes (5.119 or later recommended) and the Inter-Tel 5000 system must be run-ning version 1.0 or later.

Must have a TCP/IP connection to a System OAI Server for the Axxess system(CT Gateway, System OAI Switch Transceiver, or Axel Office Server) or a directTCP/IP connection to the Call Processing Card (CPC), Call Processing Server -previously called Windows NT-Based CPU or to the CS-5200/5400/5600 in theInter-T

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el 5000 system. OAI Events and System OAI Third Party Call Control Premium Featurese enabled on all nodes for the Axxess system or you must have the Pre-eatures Licensing for the Inter-Tel 5000.t mode must be enabled at your endpoint if using a headset (not a require-

ion Programming, your endpoint should have the Headset Connect Toneenabled.etwork has multiple Voice Processing Units, they must have remote mail-n the system where the Attendant Console is located to allow the Atten-

onsole user to leave voice mail messages for all mailboxes through thex associated with the Attendant Consoles extension.

nt Consoleg feature codes must be identical on all nodes if you will be using remote programming across nodes.

nt Console Database Programmingtion database programming password must be identical on all nodes if you using the Attendant Consoles database programming feature.ode has its own list of Do-Not-Disturb (DND) or Reminder messages thatused only on that node. Programming DND or Reminder messages in thee Database Programming overrides any existing messages in a network.r to use the Database Programming feature, you must be a System Admin-. systems Installation and Maintenance Manual for more information on

features.

6CT GatewayThe Attendant Console provides call handling for either a single system or multi-nodesystem network. In order to support a multi-node system network, the Attendant Con-sole must have a TCP/IP connection to a CT Gateway that supports a multi-node net-work. The CT Gateway coordinates events and commands from all connected sources,allowing you to access and control devices on multiple system systems. Refer to the systems Installation and Maintenance Manual for more information onthe CT Gateway.

TCP/IP ConnectionsTCP/IP provides diagnostic and connectivity tools for connecting to other systemsand to a network. For TCP/IP to work on your computer, it must be configured withIP addresses, subnet masks, and a default gateway for each network adapter on thecomputer. To determine if TCP/IP is installed on your computer, check with yourNetwork Administrator.

Software Security KeyThe software key is a small security device that must be attached to your PCs par-allel port or USB port to fully enable the Attendant Console software. Without thekey, the software will only work in demo mode. The software key does not affectthe functiomally connTo install thyour PC, anon the backInter-Tel Attendant Console User Guidenality of the parallel or USB port itself. Any device that you would nor-ect to the parallel port can also be connected through the software key.e software key, simply shut down Windows, turn off the power switch ond attach the appropriate end of the device to the parallel port or USB port of your PC.


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INSTALLING THE ATTENDANT CONSOLE SOFTWAREThe Attendant Console software is supplied on CD-ROM. The instructions assumethat a Microsoft Windows-based operating system is installed on your PC and thatyou are familiar with basic Windows navigation and using the mouse. Before installa-tion, ensure that the Windows operating system is running and that all Windowsapplications and any previous versions of the Attendant Console are closed.The software security key must be attached to the parallel port or USB port on yourPC for you to use the Attendant Console software. Without the key, the software willremain in demonstration mode. The key does not affect the functionality of the paral-lel port. Any device that connects to the parallel port can be connected through thesoftware key. 1. Shut down Windows and turn off the power switch on your systems PC. 2. Attach

your PC

NOTEeach P

3. Restart 4. Insert t 5. From t 6. Use th

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:\Program Files\Attendant Console, if it is not displayed, orectory where the Attendant Console files will be stored on the selectedlick Next to continue (or Cancel to exit without performing the installa-

810. Follow the directions outlined by the installation wizard, clicking Next toadvance to the next screen. You can either chose to have the Console automati-cally configure the settings or program the following information manually. IP Address: Enter the IP address of your System OAI Server. TCP Port: Enter the port number of the System OAI Server. OAI Password: Enter the password required by the System OAI Server. Ex En

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NOTEmust rethe conInter-Tel Attendant Console User Guide

tension: Enter your extension number.ter Station Password: Enter the station password programmed for yourtion. (At default, this is your extension number.)ll Length: If the dialed number exceeds this length, the toll digits areled. The default toll length is 10. For example, if the toll length is set to and the toll digit is set to 1, and the user dials a ten-digit number029619000), then the Attendant Console automatically appends the tollit(s) to the dialed number (16029619000). ll Digit(s): These are the digits required to make a toll call. In the U.S.,s is usually a 1.

TE: Areas that use 10-digit dialing for local calls should leave the Tollit(s) field blank.

ext. The software installation will continue loading files.ll files have been installed, the Attendant Console will display a windowif you want to add a shortcut for the Attendant Console to the Windowsenu or the desktop and if you want to launch the Attendant Console on. Answer as desired.inish to complete the installation.nsole will ask you if you would like to perform online registration. Click register or No to skip this option. You can register later by selectingct Registration from the Help drop-down menu.ave selected Yes, the Product Registration form appears. Enter the required

ation in the form and click Register.ear Form: Clears all the fields.

int Form: Launches Microsoft Notepad and automatically prints the form.gister: Sends the registration information to Inter-Tel. the computer if prompted.

: If the Console is installed on Windows2000 and requires a reboot, youboot the computer into an administrative account. In other words, to installsole you must have local administrative rights.

Inter-Tel Atten

UPGRADING THE ATTENDANT CONSOLE SOFTWARETo upgrade existing Attendant Console software to a newer version:Simply install the newer version software into the existing Attendant Console direc-tory on your PC.

STARTING THE ATTENDANT CONSOLE APPLICATIONTo start the Attendant Console, do the following: 1. Ensure 2. From t

dant C

Logging OnYou must lsaved settindefault featIF YOU ARE

Click A

Type ywould settingties on9ser Guidedant Console Uour name in the Enter username field and select a username that youlike to inherit the user settings from, then click OK. For information on the Attendant Console properties, see Setting Attendant Console Proper- page 12. settings for use during another session. The following dialog appears. GETTIN

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your PC is turned on and running the Windows operating system.he Windows Start menu, select Programs, then select Inter-Tel Atten-onsole. The log on dialog box displays.

og on to the Attendant Console before use. If you do not have previouslygs you can create a new user or log on as Default. The default user has theures and settings.A NEW USER:

dd User. This allows you to set and save your own custom features and

10

TO USE PREVIOUSLY SET FEATURES:

Select the desired name from the drop-down list of previously entered names,then click Log On. The system displays the message, Retrieving System Infor-mation.

If this is the first time you have used the Attendant Console, the system will perform arefresh.

NOTE: If a second user logs on, the program automatically logs off the previous user.

TO LOG ON AS A DIFFERENT USER:

1. Select a different user from the list. 2. Click Log On or Add User from the Attendant Console dialog box.

NOTE: If the Attendant Console does not start immediately, click Options andcheck the settings under the Connection Tab. For further information, see page 114or the Troubleshooting chapter.

TO REMOVE A USER FROM THE LIST OF NAMES:

Select the desired username from the drop-down list box, then click DeleteUser.

Logging OffTO LOG OFF

Select on dropInter-Tel Attendant Console User Guide THE CONSOLE:

Log Off from the Console drop-down menu (see page 33 for information-down menus).


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PERFORMING A SYSTEM REFRESHThe Attendant Console receives data from the telephone system for page zones, direc-tory entries, and feature codes. While the Attendant Console is running, it is able torecognize changes in the database and update its own database. However, when theAttendant Console is not running, changes may be made to the telephone system inwhich case the Console database and telephone system may be out of sync. A systemrefresh must be performed in order to sync the Console database with the telephonesystem.A system refresh is performed when the Attendant Console is first installed. You havethe option of having the system perform a refresh on start-up. To do so, check Auto-matically logon to the Console as: and select the desired login name, thencheck Perpage 17). OYou shouldinformation

NOTE: If ming, the inmanual refrremain functelephone s

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form Refresh at Startup in the Program Tab under Options (seetherwise, you will have to do a manual refresh. perform system refreshes periodically to ensure that the latest system is updated in your Attendant Console.

the Console is running when changes are made in the Database Program-formation is automatically updated and a refresh is not required. Perform aesh only in do-not-disturb or night mode, as the Attendant Console does nottional. Do not perform a refresh during peak hours, as it may slow down theystem.

System Refresh from the Attendant Console drop-down menu. Theant Console displays a box that asks if you wish to continue. es to complete the refresh (or No to cancel the refresh).

n also do a system refresh on startup by selecting Perform Systemh on the logon dialog (only when automatic logon is not enabled).

: If you receive the Resync Failed error message, the telephone systemable to process the resync request. The telephone system will be able tos the request within a few minutes and then the resync will be allowed. Youow the Attendant Console to try again automatically or exit the Attendante and try again later. Also when the Console is connected to a System OAI if the OAI Server connection fails during a system refresh, the console willthe refresh when the connection is restored.

12

SETTING ATTENDANT CONSOLE PROPERTIESTo set the Console properties, select Options from the Console drop-down menu(see page 33, for information on drop-down menus) or from the initial start-up win-dow. The Options window includes options for User, Transfer, Program, Locations,Night Mode, Connection, Warnings, and Diagnostics preferences.

User TabThe User tab, shown below, allows each Attendant Console user to set the followingoptions for their username.Inter-Tel Attendant Console User Guide


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Automatic Forwarding: Provides an overflow location for incoming calls. Youmay specify how many calls are allowed on your extension. When this number isexceeded, all further calls automatically forward to the specified extension. (Thenumber of calls for Auto Forward includes only those that are ringing. It does notinclude waiting hunt group calls, connected or holding calls. A recall from holdwill not automatically forward, but will contribute to the maximum count.) Enable Automatic Forwarding: Enables Automatic Forwarding. Ringing Calls: Specifies how many calls are allowed on your extension.

When this number is exceeded, all further calls automatically forward to thespecified extension. (The number of calls for Auto Forward includes onlythose that are ringing. It does not include waiting hunt group calls, connectedor holding calls. A recall from hold will not automatically forward, but willcontribute to the maximum count.)

Forward Destination: Enter the extension number that you wish to receiveyour forwarded calls.

Hot Dialing: Enables the number to be dialed automatically if the numberenteredGroup. En Di

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Skate made. connec Sk Sk13ser Guide

in the Number or Name search box matches a number in the current You do not need to press Enter. able: Enables Hot Dialing.sable When Destination Is: If desired, you can selectively disable Hotaling when the destination is busy, in do-not-disturb, or forwarded byecking the appropriate boxes.

TE: For the fastest transfers, set the Default Transfer Type to Immediatensfer and enable Hot Dialing.

Mode: Determines what happens to a connected call when a new call isIf there is not a call holding for transfer, Skate Mode is ignored and theted call is put on holding for transfer when a new call is made. ate to Hold: Places a call on hold.ate to Disconnect: Disconnects a call.

14

Font Setup: Allows you to change the font type and size used for the lists. Change: The following dialog box appears. Select the desired font, style,

and size from the scrolling lists, then click OK to apply.

Restore Default: Returns to the default font. Restore program when call rings: Your Attendant Console screen moves to the

front when a call rings in, or pops up the Attendant Console screen if the programis minimized. (If you are using the Windows 2000 operating system, this featuremay not work. Instead, the Attendant Console icon will flash in the task bar.)

Show hunt group calls for ACD hunt groups that I am logged in to: Calls tothe AC

Allow Alway

will alwInter-Tel Attendant Console User Guide

D hunt group that you are logged in to are displayed in the Directory List.hold to toggle hold: You can double-click Hold to toggle the Hold status.s show the details in the directory ToolTip: The directory ToolTip

ays show the details when it is displayed.


Transfer TabThe Transfer tab allows each Attendant Console user to set the following call options.

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t Transfer Type: Is the transfer type used when you press ENTER or useling. Your options are Announced Transfer or Immediate Transfer.nounced Transfer: Places a call to the destination so you can announce transfer. This is the default transfer mode.mediate Transfer: Transfers the call immediately, with no announce-nt. m immediate transfers to hunt groups: This check box is enabled onlyefault Transfer Type is Announced. The transfer call to a hunt group

es the default transfer type and performs immediate transfer.

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Perform immediate transfers to voice mail: This check box is enabled only ifthe Default Transfer Type is Announced. The transfer call to a voice mail over-rides the default transfer type and always performs the immediate transfer.

Perform immediate transfers when dragging and dropping: This check box isenabled only if the Default Transfer Type is Announced. The transfer callmade by dragging a call and dropping it on a directory entry overrides the defaulttransfer type and always performs the immediate transfer.

Perform announced transfer to outside numbers: This check box is enabledonly if the Default Transfer Type is Immediate. The transfer call to an outsidernumber overrides the default transfer type and always performs the announcedtransfer.

Transfer to voice mail if transfer destination is in DND: The transfer call to astation in do-not-disturb goes to a voice mail. (Normally, you cannot complete atransfer to an extension in do-not-disturb.)

Hang-up to complete transfer: You can use the Hang Up button to complete atransfer. If it is unchecked, you must use the Complete Transfer button. If it isunchecked and you click Hang Up during an announcement call, the announce-ment call is disconnected and the call waiting to be transferred remains on hold;you can then make a new announcement call.

Hold to complete transfer to hold: You can use the Hold button to completea transfer and place it on hold at the destination station. If it is unchecked, youmust use the Complete To Hold button.

Reset tin the DInter-Tel Attendant Console User Guide

he directory after an immediate transfer: The name and number fieldsirectory list are reset after an immediate transfer.


G

Program TabThe Program tab defines information that the Console needs to determine, such aswhich calls are local and which are toll calls. It also defines settings for the call log.

NOTE: These settings affect all Attendant Console users.

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ailbox information from the telephone system: Allows you to get mail-ormation from the telephone system. The Console provides a way for youre the telephone system mailbox information and allows you to manuallystations Has Mailbox flag.atic Logon:tomatically logon to the Console as: Allows you to log on to the Con-

le application automatically as the user selected from the drop-down whenu start the application.rform system refresh at startup: Every time you startup the Console, thestem updates the database information automatically.

18

Call Log: Log Incoming/Outgoing Calls: If you check one or both boxes in the Call

Log options, the directions (incoming or outgoing, or both) of the calls arerecorded in the Call Log. If you uncheck one or both boxes, incoming/outgo-ing calls are not be put in the call log at all.

Entries: Is the number of entries that will be stored in the Call Log. Whenthis number is exceeded, the oldest entry is deleted first. The range is 0-3000, and the default setting is 20.

Offline Devices: Visibly differentiate between plugged and unplugged stations/hunt

groups: If you check one or both boxes in the Offline Devices group box,unplugged stations and hunt groups will be displayed with a slash in a circle( ) overlayed on top of their normal status icon images. When stations andhunt groups are unplugged, the functionality of these devices remains thesame as when they are plugged. When voice mail, mailboxes, and trunkgroups are unplugged, the user loses the ability to make a call or leave avoice mail message to these devices (the Call and Voice Mail call handlingbuttons and menus are disabled/grayed out).Inter-Tel Attendant Console User Guide


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Locations TabThe Locations tab, shown below, contains a list with three columns: Node Number,System Location, and Custom Location.

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Locations in Directory: The Location column appears in the Directoryhows locations of all the stations.umber and System Location: Display all the nodes that the Attendant

e is communicating with and their locations. Location: Allows you to add the specific description of the system loca-

r a custom description for the node:lect the desired entry and click Edit. You can enter up to fifty charactersa location.

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Night Mode TabNOTE: Only an Administrator can perform the night mode configuration and on andoff. All users have the ability to view the night mode status but does not be allowed toput nodes in or out of night mode.

The Night Mode tab, shown below, allows an Administrator to configure what willhappen when the nodes are put in Night Mode. This tab also shows the night modestatus of each node for all users. Inter-Tel Attendant Console User Guide


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Night Mode Setup: Put all nodes in night mode: All nodes connected to the OAI Server are put

in and out of night mode. Put only my node in night mode: Only the operators node is put in and out

of night mode. Put selected nodes in night mode: Allows you to choose what nodes to put

in and out of night mode from a list. The list will contain all the nodes thatthe Attendant Console is communicating with and their locations.

To select the desired nodes: Check Put selected nodes in night mode, the Node list becomes

editable, as shown below. Check the desired nodes and click OK.21ser Guide

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Connection TabThe Connection tab is used to set up communication with the telephone system. Thisinformation must be entered correctly for the Attendant Console to work. If you donot know the information, contact your Telephone Administrator.

Your S Ex No

NOanWWof

Sta(A

NOenrefInter-Tel Attendant Console User Guide

tation: tension: Enter your extension number.de: Enter the node to which your endpoint is connected.

TE: If you do not know which node your endpoint is connected, unplugd replace your endpoints line cord. The endpoint shows CKT

:XX.YY.ZZ on the second line of the LCD display. The number to the leftthe colon (WW) is the node number of your endpoint.

tion Password: Enter the station password programmed for your station.t default, this is your extension number.)

TE: You can also use your keyset to program a station password bytering the Program Station Password feature code (392). For more details,er to the telephone system's Installation and Field Maintenance Manual.


Reconnect: Reconnects your Attendant Console to the system. OAI Server: Allows you to specify a list of OAI Servers to which the Console

can connect. When connecting, the Console will start at the top of the list andwork its way down until it finds a server that will let it connect. Because the Con-sole always prioritizes through the server list in a top down manner, the first OAIServer on the list is the default primary server that the Console will connect.

NOTE: One of the main reasons for supporting this feature is to integrate theConsole with the Call Processing (CP) Server (previously called Windows NT-

you if yto the O

FiyoabOAad23ser Guide

rect password. If the password you entered was incorrect, the Console asksou want to add the server anyway. If you click Yes, the server will be addedAI Server list. You may set the password later by clicking Edit.

nd: Provides OAI Server information for servers on your LAN and givesu a choice to choose OAI Servers to add to the OAI Server list. The avail-le servers will appear in the screen, as shown below. To add a server to theI Server list, highlight the desired server and click Add. You can only

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based CPU). The CP Server has redundancy capabilities, and by adding redun-dancy support to the Console, it can automatically make use of the CP Server'sredundancy feature. (The CP Server has two IP addresses that belong to it. If theprimary CPU fails then the backup CPU automatically takes over, however, theapplications connected to the primary CP Server will just hang unless they haveprovisions for connecting to the secondary CPU.)

To add OAI Servers to the OAI Server List: You can add OAI Servers to the OAI Server list by clicking one of the followingbuttons.

NOTE: Any OAI Server (except Axel Office Server) requires an OAI password. Ifthe Console cannot determine the password for the server, it prompts you to enterthe cor

24

Auto Configure: Finds OAI Servers on your LAN and adds them to the OAIServer list automatically. Servers are added to the OAI list only if they areconnected to the users node that have the correct premium features enabledand use the correct system protocol version.

Add: Adds servers manually. When you click Add, the Add OAI Connec-tion dialog, shown below, appears.

To add (or Cl

En

Cl

chTo remove

Hi ClInter-Tel Attendant Console User Guide

edit) an OAI Server:ick Add (or Edit). The Edit/Add OAI Connection dialog appears.

ter the desired IP Address, TCP Port, OAI Password, and Description.IP Address: Enter the IP address of your OAI Server.

TCP Port: Enter the port number of the OAI Server.

OAI Password: Enter the password required by the OAI Server, ifapplicable. The password may contain up to 15 characters that are casesensitive and include any characters (i.e., numerical, alphabetical, andsymbols). Asterisks appear in place of the characters as the passwordis typed.

NOTE: Axel Office Server does not require an OAI password. If thereis any password listed in the OAI Password text box, the Console willignore it.

Description: Enter the description of the IP address.

ick OK to accept the change, or Cancel to exit without making anyanges.an OAI Server:ghlight the OAI Server you would like to remove.ick Remove.


Warnings TabThe Warning tab allows you to choose whether you want see warning messagesbefore you do any of the actions listed below.

Exiting Starting Starting Resetti Deletin Setting Deletin Deletin Deletin Hiding Deletin LogginTo enable a Check To disable a Unchec25ser Guide

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the Attendant Console with the close button a database programming session a system refresh

ng my call statisticsg an Attendant Console user a possible invalid forward destinationg a custom groupg a custom directory entryg a custom directory entry that is a member of a custom group a member of a custom groupg OAI connection entriesg on as a user other than the user set for automatic logon warning message:the desired warning message. warning message:k the desired warning message.

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Diagnostics TabThe Diagnostics tab, shown below, is used to set up log files. All commands, events,and confirmations sent to the system are saved to a log file. When the file reaches themaximum size specified in Diagnostics tab, the Attendant Console automaticallyerases the file and starts over. If several log files are maintained, the oldest will beerased and a new one started.

System Conne

Noso

Co

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Information: Indicates the Attendant Console system information. ction Status: Allows you to see the communication status for each node.de Number and Location: Display all the nodes that the Attendant Con-

le is communicating with and their locations.mmunication Status:

Communicating: A node is communicating with the Console.

Not Communicating: A node is not communicating with the Console.

tails: When a node has a communication problem, the Details column dis-ys either Unknown, Serial Port Problem, LAN Problem, or Node(s)t connected.


GETTIN

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Log Files: Disk Space for Log Files (Megabytes): Specifies the amount of disk space

you want to use for log files (1-20 MB). The default setting is 5 MB. Notethat the log files are always 1 MB each. Therefore, if you choose 1 MB fordisk space, the Console will make two 500 KB files.

NOTE: If there is less than 5 MB of free disk space, the oldest log file will bedeleted until there is at least 5 MB available. If there is only one log file, theConsole will stop logging. If you enter the total log file size and that number ismore than 5% of the available disk space, a warning message will appear.

Save Log Files: The Console automatically compresses the log files. To save the log files: Click Save Log Files. The following screen appears. 27ser Guide

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To change the location: Click Browse and specify the new filename and location. The file-

name letter (A) will change based on the existing log files in the logdirectory. For example, if ConsoleLogA.zip already exists in log,then the new file name will be ConsoleLogB.zip. Create multiple zip files to fit on floppy disks: Allows you to

initially save the zip files onto your hard drive and then later beable to transfer the zip files onto floppy disks. The default direc-tory and base file names for spanned zipped files are the same asfor the normal zipped log files with the exception of the fileextension. The initial file name will be .zip but subsequent zipfiles will contain the extensions in the form of .z02, .z03 andso on, as shown on the next page.

NOTE: If you would like to create multiple files, as shown above,Inter-Tel Attendant Console User Guide

reduce the number of bytes per log files in the Log File settings (seepage 27).


Using Attendant ConsoleThe Attendant Console program allows you to use your PC to quickly handle a largenumber of calls, as well as use all of the features available through your keyset. It hasthe flexibility to accommodate several user styles. If you prefer to use the mouse,there are point-and-click options for most tasks. Or, if you like to use the keyboard,you can use the function keys and/or other keystroke combinations. In addition, youcan set up customized shortcut keys and modify the display to suit your needs.These features are also described in the Quick Reference Guide located at the front ofthis book.

Main ACall LDrop-

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ttendant Console Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31ist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Down Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33onsole Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Log Off . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Import Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Export Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Night Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37System Refresh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Configuration Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Exit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

all Handling Drop-Down Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . 39irectory Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Directory List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Set DND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Set Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Hide Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Custom Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

olume Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Adjusting the Volume. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Muting the Microphone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

hortcuts Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Setup Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

iew Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Toolbars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Customize Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Status Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Shortcut Panels 1-4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

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Tools Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Customize Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Group Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Hidden Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Call Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Dial Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Feature Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

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Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Page Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Database Programming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

elp Drop-Down Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81ing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82lacing Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82nswering Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Tagging Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83anging Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83ransferring Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Immediate Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Announced Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Holding for Announced Transfer . . . . . . . . . . . . . . . . . . . . . . . 85Transferring to Voice Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Canceling a Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Transferring a Call with Hot Dialing . . . . . . . . . . . . . . . . . . . . . 86Transferring a Call without Hot Dialing . . . . . . . . . . . . . . . . . . 87Split between the Announcement Call and Transfer Party . . . 87Canceling a Transfer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

utting Calls on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88onference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Building a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Connecting a Conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Adding a Call to the Conference . . . . . . . . . . . . . . . . . . . . . . . 90

nter-Station Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Leaving a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Responding to a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Removing a Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

ialing a Feature Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93ialing Digits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

amming Station Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95tation Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97ND/Reminder Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103istrator Database Programming Planning Sheets . . . . . . . . . . 105


MAIN ATTENDANT CONSOLE SCREENThe main screen of the Attendant Console has two functional areas: the call handlingand directory areas. All of which are described in the following pages. To resize the viewing area: Place t

areas uton and

8. Status

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Buttons See page 65 for more details.Bar See page 63 for more details.USIN

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For more details on each area, refer to the following pages: 1. Action Bar Shows the status of the current operation. For example, if you are

dialing it displays Dialing. 2. Drop-Down Menus See page 33 for more details. 3. Toolbars See page 61 for more details. 4. Call List See page 32 for more details. 5. Shortcut Buttons See page 55 for more details. 6. Directory List See page 43 for more details. 7. Index

8. Status Bar

ctoryrea

6. Directory List7. Index Buttonshe mouse pointer on the bar dividing the Call Handling and Directoryntil it changes to a double line with arrows. Hold down the left mouse but- move the bar to the desired position, then release.

3. Toolbars2. Drop-Down Menus

ction Bar 5.ShortcutButtons

4. Call List

32

CALL LISTThe Call List, shown below, shows all calls currently connected, ringing, or on hold.A connected call will have a bullet in front of the name to make it easier to find in thelist. You can view and select calls in any order. Call information is shown in columns.

From the Tagtion's d

From party, i

To Namenteredtion.

To Numthat yoyou.

ElapseList is New ca

Type: a confe

Status: Bl Co Ho Ho

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WInter-Tel Attendant Console User Guide

Name: For an outside call, this shows any Caller ID text, if received, or text that you have entered. For an intercom call, it shows the calling sta-escription.Number: For an outside call, this shows the phone number of the callingf available. For an intercom call, it shows the callers extension number.

e: For an outside call, it shows the Caller ID or the Tag that you have, if available. For an intercom call, it shows the called station's descrip-

ber: For an outgoing call, this shows the telephone number or extensionu dialed. For incoming calls it shows the number the caller dialed to reach

d: Shows the elapsed time since you received the call. By default, the Callsorted according to elapsed time, with the oldest call at the top of the list.lls are always added to the bottom of the list.

Indicates whether the call is an intercom call (IC), an outside call (CO), orrence call (CNF). This indicates call status. The possible status options are as follows:ank: The status is blank if the call is at dial tone.nnected: You can talk to the other partylding: The call is on hold at your extension.lding for Transfer: The call will be on hold until you complete or cancel transfer.D: You called an extension in do-not-disturb.

aiting: You called a busy hunt group and the call has camped on.rwarding to XXXX: The Attendant Console is in the process of forward- this call due to automatic forwarding, as configured in User Settings (see

ge 12).aiting on Hold: The call is on hold at another extension.


Waiting to Complete Transfer to VM: A transfer announcement callreached voice mail. Complete or cancel the transfer.

Recalling from XXXX: The call is recalling your station. Transfer from XXXX: The call was transferred to you. Forwarded from XXXX: The call was forwarded to you. Ringing: The call is ringing and it is not a recall, transfer, or forward call. Hunt Group Call: The call is ringing a hunt group that you are logged into.

DROP-DOWN MThere are dof these meare also avMany of thmenu. As wpressing AL

Console DroWhen you 33ser GuideThis allows you to do the following:USIN

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ENUSrop-down menus on the main screen for access to various features. Severalnus can be accessed by selecting the right mouse button. These functionsailable through keyboard commands or shortcut buttons (see page 58).e keyboard alternates are listed to the right of the desired option on theith most Windows applications, menu items can also be accessed by

T+ the underlined letter in the menu title or list.

p-Down Menuselect the Console drop-down menu, the screen, shown below, appears.

Drop-Down Menus

34

Log OffThis allows you to log off of the Attendant Console but does not close the application.

Import SettingsTo simplify programming configuration settings, you can import Console settingsfrom one PC to your Console PC.

To import a

NOTE: In importing fil

1. Click Bthat wamay chit as sh

2. Check

NOTElog stat

Inter-Tel Attendant Console User Guide

data file:

order to import a data file successfully, the version of the Console and thee must be the same.

rowse and select a data file (*.czp) you wish to import. The usernames used when the file was created will be displayed in the edit box. Youange the username for whom the settings are being imported for, or leaveown in the Enter a username edit box. the settings you wish to import from the list and click OK.

: If the Console cannot import some or all of the settings, it will display a dia-ing which settings could not be imported.


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If you import settings for someone other than yourself (the user currently logged on),the Console will display the following dialog asking whether you wish to log on asthe newly imported user.

If you import group settings and there are groups that already exist in the Console, theConsole will display the following dialog asking whether you wish to preserve,replace, or merge the existing group entry.35ser Guide

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Export SettingsThis allows you to export your Console settings to other Console PCs. To export a data file: 1. Select a data file (*.czp) and its location you wish to export in the dialog below.

By default, the Console exports the file to the My Documents folder. 2. Click OK to proceed.

3. The next dialog, shown below, asks you if you would like to go to the folderwhere the data file is saved. Click Open Folder to open the folder or Close toexit.Inter-Tel Attendant Console User Guide


Night ModeThe Attendant Console provides programmable night mode enabling and disabling.The Night Mode dialog in the Console drop-down menu expands into four items: On: Turns on night mode. Off: Turns off night mode. View:

the nignicatinmode.

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Displays the Night Mode Status dialog box, as shown below. This showsht mode status for each node with which the Attendant Console is commu-g. From this screen, you can also put individual nodes in and out of night

ure: Displays a dialog, shown below, that allows you to configure theou want to take in and out of night mode. See page 20 for more informa-

the Night Mode Option.

38

System RefreshThe Attendant Console receives data from the telephone system for page zones, direc-tory entries, and feature codes. While the Attendant Console is running, it is able torecognize changes in the database and update its own database. However, when theAttendant Console is not running, changes may be made to the telephone system inwhich case the Console database and telephone system may be out of sync. A systemrefresh must be performed in order to sync the Console database with the telephonesystem. Refer to Performing a System Refresh on page 11 for more details.

OptionsSets the Attendant Console properties. (See page 12 for more details.)

Configuration WizardHelps simplify programming various Attendant Console configuration options. Thewizard displays your current settings. You may change any settings, if desired. If youare not sure how you would like a particular setting, it is recommended that you notchange it.

ExitExits the application.Inter-Tel Attendant Console User Guide


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Call Handling Drop-Down MenuThe Call Handing drop-down menu, shown below, contains common commands usedduring calls. This menu is also available by right clicking over the Call List or usingthe Toolbars (see page 61 for details on toolbars). The commands and descriptions aredescribed in the following pages. For more details on how to handle calls, see refer-ence pages listed in the table. 39ser Guide

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COMMAND MENUS TOOLBARS DESCRIPTIONS REF.PG #

Answer Answers the call highlighted in the Call List portion of the main screen.

82

Hang-up Disconnects the connected call. 83

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Transfer Sends the selected call directly to the selected directory entry, without an announcement.

84

Transfer Places the connected call on transfer hold, and makes an announcement call to the selected direc-tory entry so that you can announce the transfer.

85

Voice This transfers the connected call to the voice mail-box of the selected directory entry.

85

ansfer Places the connected call on transfer hold so that you can make an announcement call.

85

Switches the call between a transfer announce-ment call and the call that is waiting to be trans-ferred.

87

ransfer Completes an announced transfer call. 86

ransfer Completes an announced transfer call and places it on hold at the transfer destination.

86

nsfer Cancels a call transfer with announcement. It dis-connects the announcement call and reconnects the call waiting to be transferred.

86

old Places the connected call on individual hold. If the Hold to Complete Transfer Hold box is checked in the User Tab (see page 12), you can also use this button to complete an announced transfer and place the call on hold at the destination station.

88

ld Places the connected call on System hold, which allows it to be picked up at any keyset station that has a flashing key for that outside line.

88

Adds the selected call to a conference list when setting up a conference.

89

essage Leaves a message at the called station, then hangs up if you select it while you are on an intercom call.

91

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Leave a Voice Mail Leaves a message in the mailbox associated with the called station while you are on an intercom call.

91

Tag Allows you to associate a name with the selected outside call.

83

Add to Directory Adds the selected call to your custom directory. 73, 68

-- Adjusts the volume level on your phone. 54

-- Allows you to change the appearance of the direc-tory list.

65

-- Click this button, then place the help pointer over the portion on the Attendant Console where you need help.

--

COMMAND MENUS TOOLBARS DESCRIPTIONS REF.PG #41dant Console User Guide

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Directory Drop-Down MenuWhen you select the Directory drop-down menu, the following screen appears. Theoptions on this menu are also available by right clicking over the Directory List.Some options are available as buttons at the bottom of the Directory List. For moredetails on how to handle calls, see reference pages listed in the table below.

The directo

COMMANDS

Call PlaVoice Mail Cal

it caMessage LeaSet DND EnaSet Forward EnaHide Entry HidCustom Entry AlloProperties Allo

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ry has the following common options:

Buttons

DESCRIPTIONS REF. PAGE #

ces a call to the selected directory entry. 82ls the voice mailbox of the selected entry. If no entry is selected, lls the general delivery mailbox.

91

ves a silent message indication at the selected station. 91bles or disables do-not-disturb mode for the selected station. 47bles or disables call forwarding for the selected station. 47es the selected entry (cannot be used on custom entries). 48ws you to add, edit, or remove custom entries. 49ws a System Administrator to configure directory entry proper-.

50Drop-Down Menu

Directory List


Directory ListDirectory information is provided by the telephone system (except custom entries).You can update your directory by performing a system refresh, as described in Per-forming a System Refresh on page 11.The Directory List shows the device type graphically and displays the extension orphone number in the Number column along with their respective last and first names,status, and locations, as shown below.

To move co Simply

To display eThe ConsolToolTip poping method Highlig Highlig In DetaFor stationber of holdreverse tran43ser Guide

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lumns: drag column headers to the desired position, as shown below.

xtended information:e provides extended information for stations and hunt groups in a yellowup screen, as shown above. To access to this screen, do one of the follow-

s:ht the desired directory entry and press Shift + Enter.ht the desired directory entry and click details> in the ToolTip.ils view, by moving the mouse pointer over a selected item.

s, the extended information includes the number of ringing calls, the num-ing calls, a list with all the calls at the station, and a button (Pickup) forsferring a call.

44

For ACD hun t groups , t heextended information includes alist of all the stations logged inand out of the hunt group as wellas the number of calls ringingand number of available agents,as shown on the right. For UCD hnumber onumber of displayed. Numb

digits i

The Ator FirIt thenexamp

If you select tlightedcomma

NOTEappearthe last

You caexamp If the initial + If youfirst nalast namNote thcharac

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unt groups, only thef calls ringing andavailable agents are

er or Name: You can search for a specific station by simply typing text orn the Number or Name box, shown below, in the Directory.

tendant Console attempts to match characters with the data in the Lastst column and numeric characters with the data in the Number column. selects the station with the best match. Using the following extensionle:

type Smith, Ja it will find all three stations. You could continue typing tohe station with description Smith, Jamie or you could select the high- station. To look for a first name beginning with Ja, you can type a and then the first letters of the name (,Ja).

: This is reversed if you rearrange the columns so that the First names before the Last name. In that case, you would enter the first name before name (Jamie Smith) or a comma followed by the last name (,Smith).

n also type only the initial character of the name to search for a name. Forle, to search for Jamie Smith, you can use one of the following methods:Last name column is to the left of the First name column, type last name a comma + first name initial (s,j). move the First name column to the left of the Last name column, typeme initial + a space + last name initial (j s), or first name initial + a comma +

e initial (j,s). at you are not limited to only one character. You can type more than one

ter (i.e., smi,ja).

type 130 it will find and select the station with extension 1300. Youontinue typing to select the station with extension 1308.

Smith, Jack 1308Smith, James 1300Smith, Jamie 1315


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Group: Sorts and displays different groups in the directory. The default groupsare Everyone, Inside Numbers, or Outside Numbers. You can also customize thegroups. For more information on how to create new groups, see page 79.

Last, First, and Number: Displays station users last and first names, and exten-sion numbers.

NOTE: Speed-Dial Bin numbers display with the name or destination in the Lastname column and the Speed-Dial Bin number in the First name column.

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