Call Manager - Quick Reference Guide

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Call Manager - Quick Reference Guide
System Buttons
Three-Way Conference Call 1. Answer or initiate
first call. 2. Answer or initiate second call.
This action will automatically hold first
call. 3. Click Conference button. 4. All
calls are connected. NOTE To release one party
of conference call, select call in Call Control
Area and click Release. NOTE While engaged in
an active conference call, click the Transfer
button. The two calls remain connected and you
are disconnected (call disappears from FS 3000
Call Manager).
Your Name and Number
Indicators
Enter Phone Number
Johnson, David
Initiate a Call 1. Select a Phone List. Click Tab
to expose list. 2. Select a phone number. Click
phone number to populate Enter Phone Number text
box. 3. Click Dial button or press Enter. 4. For
initial calls, your phone will ring, then ring
the called party after you lift telephone
handset. When making a second call, clicking the
Dial button automatically holds the existing
call. NOTE Phone numbers can be entered
directly from the keyboard into the Enter Phone
Number box, or can be dialed on the telephone.
Call Control Buttons
1 Talking 3554-Tom Johnson 3554
Call Control Area
Blind Transfer a Call 1. In Call Control Area,
click to select the call to be transferred. 2. Sel
ect phone number via Tabs or enter via keyboard.
3. Selected number displays in Enter Phone
Number box. 4. Click Transfer button.
Tabs
End a Call 1. In Call Control Area, click to
select call to be released. 2. Click Hang Up
button. NOTE If all calls have been released,
telephone handset must be replaced before
initiating next call.
System Buttons Click button to HELP Get
page-specific instructions button is on every
page. CONFIGURE access the service
customization pages.
Transfer with Consultation 1. In Call Control
Area, click to select the call to be
transferred. 2. Click Hold. 3. Select phone
number via Tabs or enter via keyboard.
4. Selected number displays in Enter Phone
Number box. 5. Click Dial button. 6. Speak with
active call. 7. Click Transfer button (with no
number specified in the Enter Phone Number
box). 8. Two existing calls are connected.
Activate Do Not Disturb or Call Forwarding
Always Click the underlined link to access the
service configuration page. NOTE Phone will
not ring while these services are on.
Place a Call on Hold 1. In Call Control Area,
click to select call to hold. 2. Click Hold
button. Remove a Call from Hold 1. In Call
Control Area, click to select call to remove from
Hold. 2. Click Answer/Talk button.
Answer a Second Call NOTE For second calls
only telephone handset must be picked up on an
initial call. 1. In Call Control Area, click to
select call to answer. 2. Click Answer/Talk
button (existing call held automatically).
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CommPilot Quick Sheet
Incoming Calls
Messaging
Profile
Anonymous Rejection Prevent a caller from
reaching you when the caller has explicitly
restricted his/her number.
Aliases Enter numbers, which when called from,
make your voice messaging box act as if you
called from your office phone.
Profile Display and configure profile information
such as your name, number, extension,
address, department, and device.
Call Forwarding Always Automatically forward all
your incoming calls to a different phone.
Passwords Set web access and voice portal
passwords
Distribution Lists Create lists of numbers to
send voice messages in bulk.
Call Forwarding Busy Automatically forward all
your incoming calls to a different phone number
when your phone is busy
Time Schedule Add, modify, or remove time
schedules
Greetings Upload personal WAV files as greetings
to use when people reach your voice messaging box.
Call Forwarding No Answer Automatically forward
your calls to a different phone number when you
do not answer your phone after a certain number
of rings.
Outgoing Calls
Voice Management Specify how to handle, access
and be notified of your voice messages.
Do Not Disturb Automatically forward your calls
to your voice messaging service, otherwise the
caller hears a busy tone.
Speed Dial 8 Dial a pre-defined number by dialing
only one digit.
Voice Portal Access your Voice Messaging system,
change your CommPilot Express Profile, record a
Personalized Greeting, change your Call
Forwarding Options, make a phone call and change
your Passcode all by dialing into this portal
which is created by your Group Administrator
Call Forwarding Selective Automatically forward
your incoming calls to a different phone number
when pre-defined criteria, such as the phone
number, time of day or day of week, are met.
Speed Dial 100 Dial a pre-defined number by
dialing a Speed Dial 100 prefix and two digits..
Personal Phone List Configure a list of numbers
to allow quick dialing from your CommPilot Call
Manager.
CommPilot Express Allows you to configure up to
four Profiles to control inbound calls.
Selective Call Acceptance Accept calls when
pre-defined criteria, such as phone number, time
of day or day of week, are met.
Call Control
Selective Call Rejection Reject calls when
pre-defined criteria, such as phone number, time
of day or day of week, are met.
Remote Office Use the full CommPilot Call
Manager functionality from another phone.
Sequential Ring Ring multiple phones sequentially
when calls are received.
Shared Call Appearance Allows administrators to
allocate additional devices or lines to you that
ring just like your primary phone.
Simultaneous Ring Ring multiple phones
simultaneously when calls are received.