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Call Manager - Quick Reference Guide

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1 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 FS 3000 Express Profile in Use 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 Tom Johnson Call Control Area Blind Transfer a Call 1. In Call Control Area, click to select the call to be transferred. 2. Select 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. This Quick Reference Guide details how to use the Compilot Call Manager 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).

2 CommPilot Quick Sheet Incoming Calls Messaging Profile Outgoing Calls
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 Speed Dial 100 Dial a pre-defined number by dialing a Speed Dial 100 prefix and two digits.. 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. 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.


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