Adding Calls To The Dialer - Toshiba VIPedge User Manual

VIPedge
Using Companion Applications
Adding Calls to
the Dialer
Calls can be added manually, imported or use drag-and-drop techniques as
Adding/Changing a
explained below. First, a call can be manually added or changed at any time by
Call Record
double clicking on a call in the dialer list. The telephone number must be entered a
name being called and optionally an Account Number and any Subject as needed.
The call can be scheduled by date or elapsed time. The default date is "Today",
but any date can be entered or a Calendar button is provided to pick a date for the
call. Any time can be entered or any elapsed time frame can be entered. The pull
down list shows some common elapsed times for placing the call. The call record
will need to be enabled to be dialed at the appointed time.
Often times you may want to add multiple calls from contact or call information
Methods for Adding
that might be contained in other applications. The Dialer provides a couple of
Calls
ways to accomplish this.
Drag-and-Drop from MS Outlook
If you are using Microsoft Outlook, you can simply select one or more of your
contacts in your Outlook Contacts database and simple use the mouse to drag
them over and drop them on the power dials "Calls Window". Each contact will
then be individually added to the power dialer allowing you to specify the date/time
of each call to be placed.
Drag-and-Drop from Call Manager Call History
Often times you may want to place a call to someone you've called (or who called
you) in the past. Since the Call Manager call history provides a complete list of all
calls placed and received, you can simply find the desired call in the call history
and use the mouse to drag-and-drop a copy over to the power dialer window.
Drag-and-Drop MS Excel file
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TOSHIBA
VIPedge UG 12/12