ShoreTel ShoreWare User Manual

Personal call manager

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Personal Call Manager

Step-by-Step Guide

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Page 1 Personal Call Manager Step-by-Step Guide...
Page 2: Document And Software Copyrights
ShoreCare, ShoreTel, Shoreline, ShoreWare, ShoreGear, and AnyPhone are registered trademarks of ShoreTel, Inc. in the United States and/or other countries. Shoreline4 is a trademark of ShoreTel in the United States and/or other countries. Microsoft, Windows, Windows NT, and ActiveX are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
Page 3 To quit Call Manager:................................. 3 Right-click the Call Manager icon in the Windows status area. A shortcut menu appears........3 Click Exit. The Call Manager application quits......................3 Find Me Call Handling: ................................. 17 ShoreTel Personal Call Manager, Step-by-Step Guide...
Page 4 ShoreWare Personal Call Manager Overview The ShoreWare™ Personal Call Manager software allows users to manage every aspect of their business voice communications with customized call handling features that eliminate time-consuming tasks and maximize productivity. This simple, easy-to-use application provides call control integrated with calendars and direct visual access to both voice and e-mail messages from a familiar Microsoft Outlook desktop interface.
Page 5: Basic Call Handling
ShoreTel Communications, and click ShoreTel Call Manager. Call Manager opens. To auto-start Call Manager at log in: 1. Right-click the ShoreTel icon, a shortcut menu will appear. Click Configure ShoreTel System. The ShoreTel System dialog box appears. 2. Click the Settings tab. Select...
Page 6: Using The Help System
In the Detailed view: 1. Choose Contents and Index from the drop down menu. In the Docked view: 1. Right-click on the ShoreTel icon. 2. Choose Help > Contents and Index from the shortcut menu, 3. From the Help Menu, choose Contents and Index.
Page 7: Making A Call
Task Step-by-Step Instructions 1. In the Personal Call Manager Making a Call Quick Dialer, select the text Enter a name or number. 2. Type the name or number of the person you want to call. 3. Press the Enter key to dial the number.
Page 8 2. Click Configure ShoreTel System from the shortcut menu. The ShoreTel System dialog box appears. 3. Click the Telephony tab. The ShoreTel System Telephony dialog box appears. 4. In the Telephone section, enter the stack size in the Select your Call Stack Size box.
Page 9: Activating Handsfree Mode
Task Step-by-Step Instructions From the Personal Call Manager Activating Handsfree Mode Compact view: 1. Right-click the Not in Handsfree icon. Handsfree Mode shortcut menu appears. 2. Click the Handsfree Mode menu option to display the check mark. 3. Personal Call Manager switches to the handsfree mode the icon on the toolbar changes to the Handsfree icon.
Page 10: Answering A Call
Task Step-by-Step Instructions To answer an incoming call when Answering a Call not in Handsfree Mode: 1. Pickup the telephone receiver when it rings and begin to talk. 2. The call status in the Active Call List displays (Connected) and the Connected icon appears.
Page 11: Transferring A Call
Task Step-by-Step Instructions From the Personal Call Manager Transferring a Call Compact view: 1. Click the Transfer button. The Transfer dialog box appears. 2. In the Dial box, enter the name or number where you want to transfer the call. 3.
Page 12: Making A Conference Call
Task Step-by-Step Instructions From the Personal Call Manager Transferring a Call to Another Person’s Voice Compact view: Mail 1. Click the Transfer button. The Transfer dialog box appears. 2. In the Dial box, enter the name or number of where you want to transfer the call.
Page 13 Task Step-by-Step Instructions To add a third party to an active call Making a Consultative Conference Call from the Personal Call Manager Compact view: 1. Click the Conference button. The Conference dialog box appears. 2. In the Dial box, enter the name or number of the third party you want to add.
Page 14 Task Step-by-Step Instructions You can create a conference call by Joining Two Active Calls in a Conference Call joining two active calls: 1. Place the first call on hold. 2. Answer the second call. 3. Select the call on hold with a single mouse click from the Active Call List.
Page 15 3. Double click the message you want to listen to. Note: Depending on your configuration in the ShoreTel System/Voice Mail settings, ShoreTel will either ring your phone or play your voice mail messages through your PC speakers. Basic Call Handling...
Page 16 Basic Call Handling Personal Call Manager, Step-by-Step Guide...
Page 17 Configuring Personal Call Manager Task Step-by-Step Instructions Call Handling modes provide different What are Call Handling Modes? options for handling calls. You can have different call handling options to manage incoming calls when you are in a meeting, working from home or out of town.
Page 18 Task Step-by-Step Instructions From the Personal Call Manager Configuring A Call Handling Mode Compact view: 1. Right-click the ShoreTel icon. A shortcut menu appears. 2. Click the Configure ShoreTel System option. The ShoreTel dialog box appears. 3. Click the Edit Call Handling Modes button under the Telephony tab.
Page 19 Notification: Enable Message Notification – A check in this box means that the ShoreTel system automatically notifies you of the arrival of voice mail messages, as determined by your message notification settings. Edit Notification button – Opens the...
Page 20 Note: You can enable/disable Find Me call handling for each of the 5 call handling modes. When a call is forwarded to a Find Me destination, the phone at the Find Me destination displays the caller ID of the voice mail. When you answer the call, you hear a prompt announcing who the call is for and the original caller ID.
Page 21 Mode of the modes, it is only used when call handling mode is set for that mode. When there is no recorded greeting for a mode, the ShoreTel system announces your recorded name and the standard greeting for that mode.
Page 22 Configuring Message Notification 1. Right-click the ShoreTel icon. A shortcut menu appears. 2. Click the Configure ShoreTel System option. The ShoreTel System dialog box appears. 3. Click the Voice Mail tab. 4. In the Voice Mail Notification section, click the Edit Notification Settings button.
Page 23 From the Personal Call Manager Compact view: 1. Right-click the ShoreTel icon. A shortcut menu appears. 2. Click the Configure the ShoreTel System option. The ShoreTel System dialog box appears. 3. Click the Outlook tab. 4. Click the Use Outlook as my default Voice Mail client option.
Page 24 From the Personal Call Manager Compact view; Right-click the ShoreTel icon. shortcut menu appears. 2. Click the Configure ShoreTel System option. The ShoreTel System dialog box appears. 3. Click the Outlook tab. 4. In the Memorize Phone Number Management section, click Pop Outlook contacts on incoming call option.

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