Comdial Digital Communications Systems User Manual

For the dxp, dxp plus and fx series

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Impact Group
User's Guide
For The DXP, DXP Plus and FX Series
Digital Communications Systems

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Summary of Contents for Comdial Digital Communications Systems

  • Page 1 Impact Group User’s Guide For The DXP, DXP Plus and FX Series Digital Communications Systems...
  • Page 2 Accordingly, some features identified in this publication will not operate if some other feature is activated. Comdial disclaims all liability relating to feature non-compatibility or associated in any way with problems which may be encountered by incompatible features.
  • Page 3: Table Of Contents

    Impact Group User's Guide GCA70–358 Contents Introducing Impact Group ........1–1 Using This Guide .
  • Page 4 GCA70–358 Impact Group User's Guide Making A Personal Directory ........... . 2–10 Sending Messages .
  • Page 5: Introducing Impact Group

    Impact Group User's Guide GCA70–358 Introducing Impact Group Using This Guide This user’s guide contains two sections: Section 1, Introducing Impact Group, helps you to become familiar with the software’s basic features and startup requirements. Section 2, Using Impact Group, provides basic call handling details and discusses the special purpose features that you can employ.
  • Page 6: Starting The Program

    GCA70–358 Impact Group User's Guide Starting The Program Impact Group will start automatically when your turn the computer on. If the program does not start automatically, you can start it by: Clicking Start/Programs/Impact Group. • —OR— • If there is an Impact Group icon on your desktop, double-click on it. Once Impact Group is running, the main window appears: group2.cdr 1 –...
  • Page 7: Understanding Some Special Terms

    Impact Group User's Guide GCA70–358 Understanding Some Special Terms There are a few specialized terms used in this publication. The following list defines a few of the more common terms that you may encounter. Answer Answering the currently ringing call Both Establishing a conference between Impact Group, the current call, and the last call put on hold Conference...
  • Page 8: Detailing The Impact Group View

    GCA70–358 Impact Group User's Guide Detailing The Impact Group View The main Impact Group window provides an overview of the activity on the digital communications system. Task Menus Tool Bar group3.cdr Station Status Icons Selection Tabs Using Drop-Down Menus The drop-down menus provide access to many of Impact Attendant’s features. Some features are only available through the drop-down menus, but most of the features are duplicated elsewhere in the program and can be activated by clicking on a tool or station icon.
  • Page 9: Describing The Station Status Icons

    Impact Group User's Guide GCA70–358 Describing The Station Status Icons The icons indicate the operational status of the stations. You can click one of the buttons from the tool bar to show the icons in small or large format. Icon definitions are as detailed in the following table: Handset Icon Telephone Operation State Telephone Icon Color...
  • Page 10: Detailing The Call Windows

    GCA70–358 Impact Group User's Guide Detailing the Call Windows This section describes how Impact Group presents calls for your viewing. Active Calls Display Current Calls Display group4.cdr Station and Lines Display Current Calls Window The Current Calls display shows all calls associated with your Impact Group position and presents the following items: •...
  • Page 11 Impact Group User's Guide GCA70–358 Active Call Window The Active Call window is a display that shows the currently active call. The Active Call window is always visible when the Impact Group software is active. You cannot re-size the window to hide the identity of the call. The Active Call window shows these following details: the extension a call is on, and whether the call is ringing, connected, on hold, conferenced, etc., •...
  • Page 12: Setting The System Configurations

    GCA70–358 Impact Group User's Guide Setting The System Configurations The Configuration—Settings dialog under the Options drop-down menu allows you to choose your station extension and customize several system settings. Audit Log When you check this entry, the Impact Group software keeps an audit file of all call activity. This file gives the duration of the calls and identifies the call parties.
  • Page 13: Using The Keyboard

    Impact Group User's Guide GCA70–358 Pop To Top On Incoming Call When you check this option, the Impact Group application automatically comes to the top on your display screen whenever you receive a call. This action allows the Impact Group software to run in the background until the system receives a call.
  • Page 14: Using The Mouse

    Click your station selection when a call is ringing and Transfers the ringing to the other station. drag it to another station Shows history of messages sent by other Comdial Double-click the Notes line applications. Mouse Action In Phones Window...
  • Page 15: Using Impact Group

    Impact Group User's Guide GCA70–358 Using Impact Group Using Impact Group To Handle Calls This section describes basic call handling procedures. Answering Calls To answer calls ringing at your telephone, press the Answer key (Enter key) on the keyboard, • •...
  • Page 16: Holding Calls

    GCA70–358 Impact Group User's Guide Holding Calls To place the current call on hold. • press the Hold/Retrieve key (minus key), click the Hold/Retrieve button on the toolbar, • • right-click the call you wish to hold and select Hold from the dialog box, use the Call task menu and select Hold, •...
  • Page 17: Parking And Retrieving Parked Calls

    Impact Group User's Guide GCA70–358 Parking And Retrieving Parked Calls The park orbit display shows parked stations and who parked them. If you retrieve a parked call while you have an active call, that active call automatically goes on hold. The system selects the first available park orbit for use when you park a call;...
  • Page 18: Paging Other Stations

    GCA70–358 Impact Group User's Guide Paging Other Stations To issue a page, lift the handset on your station and use either of the following actions, • press the Page key (F9 key) to open the Page Zone dialog box, —OR— •...
  • Page 19: Dialing Calls

    Impact Group User's Guide GCA70–358 Dialing Calls From your attendant station, you can use either the extension number or station name to call other stations. There are several ways to dial a call: • press the Dial key (F2 key) on the keyboard, click and drag selected stations to the current calls display on the Call Displays window, •...
  • Page 20: Forwarding Calls

    GCA70–358 Impact Group User's Guide Forwarding Calls Use Call Forwarding to forward calls that normally ring at one system station to another system station of your choice. The Call Forwarding feature has several options: Always Forward Forwards every call that the system routes to the station Forward Ring No Answer Forwards just the calls that ring at the station and receive no answer No Forwarding (the default setting)
  • Page 21: Using Special-Purpose Impact Group Features

    Impact Group User's Guide GCA70–358 Using Special-Purpose Impact Group Features This section describes the special-purpose Impact Group features. Selecting The Station Operating Conditions The following are operating modes that you can set for Impact Attendant: Silent The Silent key lets you turn off the ringer at your station for the currently ringing call. The ringer will operate normally during the next call.
  • Page 22: Tagging A Call

    If you place a call on hold and it recalls, the tag helps identify who you were talking to. The call tag is also visible when viewing park orbits. Other people will also see the call tag if they are using one of Comdial’s Impact applications.
  • Page 23: Creating Personal Groups

    Impact Group User's Guide GCA70–358 Creating Personal Groups By creating personal groups, you and other Impact Group users can view the call activity of different groups of system users. Each defined group gets a tab in the main display. Selecting a particular tab causes only the telephones in that group to be displayed.
  • Page 24: Making A Personal Directory

    GCA70–358 Impact Group User's Guide Making A Personal Directory The Personal Directory feature lets you create a personal directory. The personal directory provides a directly available call feature or you can reach the directory from the Call menu, by clicking Dial Selection and opening the personal directory from there. To build or edit the Personal Directory dialog window, proceed in one of two ways, from the Programming menu, select Personal Directory, •...
  • Page 25: Sending Messages

    Impact Group User's Guide GCA70–358 Sending Messages The Text Message window allows you to send messages to a station’s display, light a station’s message waiting indicator, or take both actions at the same time. Further, the window permits you to choose the type of response that you want to receive from a station user after he or she reads the message.
  • Page 26: Using The Tracker Pager

    Impact Group User's Guide Using The Tracker Pager You can track anyone who has a Comdial pager if the installer has connected the Comdial QuikTrak to your communications system. You have a choice of how you send the track message: •...
  • Page 27: Configuring Action Events

    Impact Group User's Guide GCA70–358 Configuring Action Events Impact Group lets you determine how you want the system to handle telephone calls that you make or receive, and to determine what happens when these call events occur. For example, you could arrange for an application to open a customer profile database whenever you answer an incoming call (referred to as a screen pop).
  • Page 28 GCA70–358 Impact Group User's Guide Build a macro by taking the following action: 1. From the Task menu, click Action. The Create/Edit Action menu appears. 2. Click the New button to open the Macro Definitions menu. 3. In the Macro Definitions menu, (a) enter the name for the new macro, (b) specify if you do not want your new application to run when you are already...
  • Page 29 Impact Group User's Guide GCA70–358 Recording The Keystrokes 5. Click OK to create the macro for this action. NOTE: Before you start, review the keystrokes in your mind or write them in a list that you can use as reference while you record. 6.
  • Page 30 GCA70–358 Impact Group User's Guide Assigning Actions After creating new actions and building their accompanying macros, assign these applications or actions to the call events in the following manner: 1. From the task menu list, click Action. The Action Assignment screen appears. 2.
  • Page 31: Index

    Index GCA70–358 Index Actions, Assigning to Call Events, 2–15 Hanging Up, 2–5 Active Call Window, 1–7 Headset Operation, 2–8 Answering Calls, 2–1 Hide When Done With Call, 1–8 Audit Log, 1–8 Holding Calls, 2–2 Auto Hold, 1–8 Impact Group Window, 1–4 Beep When Popping Up, 1–8 Both Feature, 2–4 Building Macros, 2–12...
  • Page 32 GCA70–358 Index Selection Tabs, 1–5 Tabs, 1–5 Sending Messages, 2–10 Telephone Number, 1–9 Special-Purpose Features, 2–7 Terms, 1–3 Split Feature, 2–2 Tool Bar, 1–4 Starting the Program, 1–2 Tracker Pager, 2–11 Station Operating Conditions, 2–7 Transferring Calls, 2–3 Do Not Disturb, 2–7 Mute, 2–7 Silent, 2–7 Station Status Icons, 1–5...
  • Page 33 This manual has been developed by Comdial Corporation (the “Company”) and is intended for the use of its customers and service personnel. The information in this manual is subject to change without notice. While every effort has been made to eliminate errors, the Company disclaims liability for any difficulties arising from the interpretation of the information contained herein.
  • Page 34 Charlottesville, Virginia 22901-2829 World Wide Web: http://www.comdial.com/ Printed in U.S.A. GCA70–358.02 7/99...

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