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Content
Read me ....................................................................... 1:1 General introduction.................................................... 1:2 Important functions and keys ...................................... 1:3 Starting and exiting NOW ........................................... 1:5 Window navigation in NOW ........................................ 1:7 Fill in fields .................................................................. 1:9 Edit text ..................................................................... 1:11 Searching ..................................................................... 2:1 Things you should know about searching................... 2:2 How to search for a subscriber ................................... 2:4 Display search results................................................. 2:6 Live communication server ......................................... 2:7 View subscriber information........................................ 2:8 Go directly to next subscriber ..................................... 2:9 Previous search .......................................................... 2:9 Searching organization/department .......................... 2:10 Show subscribers in the same organization ............. 2:11 Show subscribers with the same keyword(s)............ 2:14 Find something in common....................................... 2:15 Alternative extension................................................. 2:16 Show telephone number list...................................... 2:18 Change directory....................................................... 2:20 Activities ...................................................................... 3:1 Things you should know about activities..................... 3:2 Activity symbols .......................................................... 3:4 Register activity........................................................... 3:5 Show activity ............................................................... 3:9 Show activities graphically ........................................ 3:12 Show hidden activities .............................................. 3:14 Change activity ......................................................... 3:15
NOW 2007 Delete activity............................................................ 3:17 Group registration of activity ..................................... 3:18 Group changing ........................................................ 3:19 Group deleting .......................................................... 3:20 Messages ..................................................................... 4:1 Things you should know about messages .................. 4:2 Enter message............................................................ 4:3 Show message ........................................................... 4:5 Acknowledge message manually................................ 4:8 Change message........................................................ 4:9 Delete message ........................................................ 4:11 Messaging via SMS or pager.................................... 4:12 List messages on screen .......................................... 4:14 Send same message to several recipients ............... 4:14 Print message ........................................................... 4:14 Web browser................................................................ 5:1 Things you should know about the Web browser ....... 5:2 Start Web browser in NOW......................................... 5:3 Go to Web page.......................................................... 5:4 Exit Web browser........................................................ 5:5 Quick Info..................................................................... 6:1 Things you should know about Quick Info .................. 6:2 Search in Quick Info.................................................... 6:3 Show records .............................................................. 6:6 Connect calls from Quick Info ..................................... 6:7 Change text in Quick Info record ................................ 6:8 Web links in Quick Info ............................................... 6:9
Content
Settings ........................................................................ 7:1 Change font and text size ........................................... 7:2 Sending Log files ........................................................ 7:3 Progressive Search..................................................... 7:5 Time zones ................................................................. 7:6 Other settings.............................................................. 7:6 Call Control .................................................................. 8:1 Things you should know about call control in NOW.... 8:2 Working area switchboard ....................................... 8:3 Put switchboard on/off duty......................................... 8:4 Active/passive queues ................................................ 8:5 Make a call.................................................................. 8:6 Line State information ................................................. 8:9 Answer incoming call ................................................ 8:12 Calls forwarded to switchboard................................. 8:14 Queue list.................................................................. 8:16 Transfer a call ........................................................... 8:19 Consult call ............................................................... 8:20 Camp On Busy.......................................................... 8:22 Park a call ................................................................. 8:23 Direct drop to voicemail ............................................ 8:24 Telephone number list .............................................. 8:25 Transfer to an extension from Information ................ 8:27 Toggle between parties............................................. 8:29 Disconnect call.......................................................... 8:30 Consult call to an external number ........................... 8:31 Recall ........................................................................ 8:32 Recall reasons .......................................................... 8:34 Forwarded phone...................................................... 8:35 Breakthrough on forwarded phone ........................... 8:37 Repeating the last dialed number ............................. 8:38
NOW 2007 Symbols in NOW....................................................... 8:39 Appendix Quick commands in NOW................................................ Keyboard description .......................................................
Read me
Read me...
This chapter will help you get started with NOW. It also provides tips about important functions and keys.
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NOW 2007
General introduction
This manual contains everything you need to use NOW. The manual describes functions and settings in the software. Certain functions may vary as a result of settings in the CMG Server or the switchboard. Variations may also arise due to the design of the CMG database, for example with regard to organizational structures.
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Read me
a. Cancel: Press Esc to return to the previous screen. If you have made changes in a window, these will not be saved. Esc is very useful, for example when you get stuck and do not know how to move on or when you change your mind and do not wish to register an activity or a message you have just written. b. Jump between fields: Press the Tab key to move the cursor between fields. Press Shift + Tab to jump backwards to a previous field. c. Ctrl: This key is used in combination with another key to execute a particular function, such as Ctrl + L to log out. Hold the Ctrl key down and press L. d. Delete: Press the Backspace key to delete characters to the left of the cursor. To delete characters to the right of the cursor, use the Delete key.
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NOW 2007
e. Move cursor: Use the Arrow keys to move the cursor within a text field. To move the cursor an entire page, use the PageUp and PageDown keys. f. Enter: Press OK (Return) to save and confirm changes you have made in NOW, such as a new activity or a new message.
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Read me
You must identify yourself before you can use the program. The Contact Management Logon dialog box is prompted when you start the program, and is always shown when you have logged out and are not using the system.
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NOW 2007
The characters you enter will not be visible, they are shown as asterisks (*****).
3. Press OK (Return).
You have now logged in to NOW and the main window is opened. If a Bulletin Board is used, this will be shown first. Press Quick Info (Pause/Break) to exit the Bulletin Board and return to the main window. If you wish to connect to another CMG Server, click on Options and enter another server name.
When you have logged out, the Contact Management Logon dialog box will reappear.
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Read me
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NOW 2007
Another type of window is a dialog box. These boxes require some kind of input, such as filling in a field. A dialog box must always be closed by pressing OK (Return) or Cancel (Esc) before you can change function.
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Read me
Fill in fields
There are two types of fields in NOW. You always jump between fields by pressing the Tab key. Fill in the various fields as follows:
Text field Text boxes can be empty or filled, and can contain one or several lines. Empty text field: Type in text in a field. Filled fields: When you come to a box that contains text, the existing text will be highlighted. If you begin typing directly, you will replace the highlighted text. If you only wish to edit the existing text, you should start by pressing an Arrow key. The text will be unhighlighted and you can insert the cursor at the point where you wish to edit. See also section 1:12 Edit text. (By pressing OK (Return), you will save the text and other information in that window or dialog box).
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Drop-down list This field contains a list of the available options. There are sevseral ways to choose options in the list: Use the Down arrow key if you wish to move down the list and the Up arrow key to move up the list (one option at a time will be shown). Press F4 to show a list of all options. Choose the option with the Up arrow or Down arrow key. When the desired option has been highlighted, jump to the next field with the Tab key. Type in the first letter in the option you wish to choose. If there are several alternatives starting with the same letter, continue pressing the letter until the right option is highlighted. Check box A check box can be checked or unchecked, and represents options that you can activate or disable. When the field for the check box is highlighted (thin dotted frame) press the Spacebar to check or uncheck the check box. Function keys The function keys perform special functions and have a name that describes these, such as OK or Cancel. Use OK (Return) to save and Cancel (Esc) to cancel.
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Read me
Edit text
Text in NOW can be edited in the same manner as in a normal word processing program. To edit text, you should be familiar with the following keys. a b c a. Delete text: Press the Backspace key to delete characters to the left of the cursor. b. Delete text: Press the Delete key to delete characters to the right of the cursor. c. Move cursor: Use the Arrow keys to move the cursor up, down, right or left. If you wish to move the cursor an entire page, use PageUp or PageDown. The following example shows the New Message dialog box. This function is described in detail in Chapter 4 Messages.
If the field is empty, begin typing the text directly. When a box contains text, the existing text will be highlighted. If you begin typing directly, you will replace the highlighted text. To unhighlight text, press one of the Arrow keys. If you need to edit the text you have typed in, move the cursor with the Arrow keys. Insert the cursor at the point
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where you wish to edit. The text to the right of the cursor will automatically move forward as you type in new text.
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Searching
Searching
This chapter explains how to search in the directory. You can search by name, organization, keyword or room number. You can view the information stored for each subscriber. This chapter also describes the various functions for quick search.
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The results of the search are shown in the list of search results in the main window. When starting a new search there is no need to delete the contents of the list, since they will be overwritten by the new search results. It is possible to configure the search fields in other ways than in the picture above. This is done in the program Configuration Manager.
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Searching
Entering keywords
When you search you can enter the keywords in either upper case (large) or lower case (small) letters. The system does not distinguish between V and W. When searching you can enter anything from a single letter/numeral to an entire keyword. This applies to all fields.
% Enter a percent sign (%) in front of the keyword to find all occurrences, even empty fields. Or combine the character with a keyword. For example, everyone whose last name contains son. < If you have access to more than one directory, you can temporarily change to another directory by entering keyword<directoryname. Read more about directory management later in this chapter.
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Progressive search
If progressive search is activated (see chapter 7, settings), the matching results are shown in the list as you type. Every time a new character is typed in the search field a new search is performed. Example: if you type and in the search field, all persons beginning with and will be shown in the result list without pressing return. If you continue to write er, all persons beginning with ander will be shown, and so on.
Name/Telephone: If you enter a numeral as the first character of the keyword, the program will search by telephone number. If you enter a letter it will search by name. Subscriber names are normally searched in the format Last name [space] First name. With the shortcut Alt + 0 (zero) you can shift the function for the search field between Name/Telephone, Name only or Telephone only.
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Searching
You can enter all or part of the name/telephone number, e.g. S, St, Steve or Stevens. You can also search by first name only by pressing the Spacebar and then entering the first name.
You can search for both last name and first name in the Name field, with a space between. You can search for part of a name if you enter % (percent) in front of the keyword.
Organization: Enter all or part of the organization name. Read more in section 2:9 Searching organization/ department later in this chapter. Keyword: Enter a keyword or a combination of keywords, for example purchasing,steel to find the person responsible for purchasing steel. You can combine up to three keywords. The separation mark used to separate keywords depends on how your system is configured, but is usually a comma (,). Room: Enter all or part of the room name/number. Field 1 and Field 3: These two fields are adaptable. Combined search You can do a combined search by entering more than one keyword, for example Ferguson in the Name field and Accounting in the Organization field. Jump between fields with the Tab key. A combined search limits the number of hits and speeds up the search.
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The subscribers will be sorted differently depending on the type of search you have done. Special symbols sometimes appear to the left of the list. You can read about these symbols in the Activities and Messages chapters.
Select subscribers
When you have completed a search, the first subscriber on the directory list will be highlighted. You can select another subscriber by moving the cursor with the Arrow keys. To move the cursor an entire page, use PageUp or PageDown.
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Searching
There are different icons depending on the subscribers presence status. The following table shows what the different kinds of status icons mean. Icon Presence status Away, be right back, out to lunch Busy, on the phone Online, idle Offline
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The Information window will be displayed. You can scroll the list with the Arrow keys. To move the cursor an entire page, use PageUp or PageDown.
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Searching
Previous Search
1. Press Previous Search (Insert).
Your past eight searches will be saved in a memory so that you can easily return to a previous search. This can be useful when you for example want to write a message to someone youve previously searched for, but didnt have time to write to at the time being.
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Searching organization/department
If your register is structured hierarchically according to the Organization Tree, you can search for one or several organization names to find the right department. If you want to search for several organization names, you use a comma (,) between each name. You can as a maximum type three organization names in one search. Type the organization name that you want to find first.
If you use a period (.) to separate names in the organization field, you will instead search field Org1. This field is used to enter department abbreviations or alternative organization names.
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Searching
The list will show all persons belonging to the same organization as the highlighted subscriber, as well as any subunits.
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The departments are separated by titles. The number of dots before the organizational title symbolizes the departments level in the Organization Tree. A department with three dots is found under a department with two dots. The following search shows the same departments that are displayed in the Organization Tree on the previous page.
Every time you press Same Org (F10) you will move up one level in the organization. You can press Same Org repeatedly until the entire organization is shown. The departments are listed in the order determined by the underlying Organization Tree. Subscribers within a department are presented in order of priority. Pressing Alt + Same Org (Alt + F10) will not move up the Organization Tree, but will only show the current department with any subunits.
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Searching
If a subscriber belongs to several different departments, this is noted with a plus (+) sign after the department name.
When you press Same Org (F10), a dialog box will appear.
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A list showing the subscribers keyword(s) will appear. Use the Arrow keys to select the keyword(s) you wish to search multiple subscribers for. Press OK (Enter) to save or Cancel (Esc) to cancel.
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Searching
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Alternative extension
When you have done a search, you can view the subscribers alternative extensions. You can also select an alternative extension for connection of incoming calls. The symbol A to the left of the subscriber list shows that the subscriber has an alternative extension.
The Alternative Extension dialog box will appear. The subscriber can have two alternative extensions (Alternative Extension 1 and Alternative Extension 2).
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Searching
When the Alternative Extension dialog box is displayed, you can connect a call directly to one of the subscribers alternative extensions.
NOW will automatically dial the number of the selected subscriber. The system will automatically select the first available alternative extension. If you wish to choose which alternative extension to connect to, use the Arrow keys to switch between extensions. To cancel press Cancel (Esc).
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Searching
3. Use the Arrow keys to select the number you wish to call and press Connect Call.
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Change directory
The title bar of the main window shows the directory you are currently working in. If your company has more than one directory, you can quickly switch between them. When NOW receives a call for a person marked as forwarded, the subscribers activity is shown. NOW will automatically switch to the directory where the extension is registered and will show the absentee report. You can change directory temporarily or search all available directories at the same time. To search all directories type <* after the keyword you have entered. If you want to search in only one of several directories, type < + directory name. For example, if you want to find John in the London directory, type John<London. The next time you do a search you will have returned to the original directory, so there is no need to change back. (The above functions may vary depending on the server settings.) To log in to another directory, press Alt + F2.
A list of the available directories will appear. Select the directory using the Arrow keys and press OK (Enter) to log in.
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Activities
Activities
When a subscriber goes to lunch, a meeting or on vacation, you or the subscriber can register the activity in CMG. This chapter explains how to view a subscribers activities, how to register a new activity and how to change and delete activities.
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3:2
Activities
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Activity symbols
The symbol for an activity is displayed only when the activity is current. Red Grey The subscriber has a current activity and the extension is closed. The subscriber has a current activity and the extension is open. The subscriber has a current activity with additional information and the extension is closed. The subscriber has a current activity with additional information and the extension is open. The subscribers extension is closed, but no activity has been registered. This symbol appears only when there is more than one person on the same extension. The subscriber has registered additional information, but no activity. In other words, this message never closes the extension and is used only to give the operator more information about the subscriber. The subscriber has a recurring activity registered.
Red
Grey
Red
Blue
Blue
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Activities
Register activity
The following example shows how to register an activity for a subscriber.
The New Activity dialog box will appear. Here you enter the activity code with any additional information, the date/time when the activity begins and ends, and whether or not the extension is forwarded or open for incoming calls.
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If you choose Info, a special information message is stored. This message does not close the extension, but allows the operator to register additional information about the subscriber (e.g. Always take a message).
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the Arrow keys. This changes the date by increments of one day or one month, and the time by one hour or 15 minutes. If you press Show All (F4) after highlighting the date field, a graphic calendar pop-up will appear. Using the Arrow keys and PageUp or PageDown, move to the desired date and time and press Save.
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Reset Auto The extension will be forwarded according to selected profile during the activity and opened when the activity is finished. The extension will be forwarded until it is opened or another profile is selected. If you choose the activity Info, and No forwarding the extension will remain open.
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Activities
Show activity
When a call comes in to a closed extension the subscribers activities are displayed automatically, but you can also choose to view the activities. Start by searching for the subscriber.
Subscribers with current activities are shown with a solid circle or an i to the left of the directory list.
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The Activity window will appear, showing the subscribers current or future activities. Here you can see when the subscriber is expected back and which activity is current. a
b c d
a. Subscriber: The upper part of the window contains information about the subscriber.
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Activities
b. Return date/time: Here you can quickly see when a subscriber is expected back after an activity. This is useful when the subscriber has several overlapping activities. The time shows when the last activity ends. c. Activities: Only current or future activities are displayed. The activity notice shows the activity code and the date/time when the activity begins and ends. d. Additional information: An additional message is linked to the activity. If the information has been cut off because it is too long, the entire text can be read in the field at the bottom of the page when the activity is highlighted. e. Signature: After the additional information, the signature of the operator who entered the activity is shown. If the subscriber forwards his/her extension via the telephone, the signature will be his or her own. If the subscriber forwards his/her extension via Office Web, the signature will be Office Web. Other signatures can also be used.
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The activity screen is shown graphically. You can toggle between the graphic view and text view by pressing Show Activity (F5)
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To show more or fewer days, press Ctrl+ I to zoom in and Ctrl + O to zoom out. Move forward one day in the calendar by pressing Ctrl + Right arrow, and back one day by pressing Ctrl + Left arrow. To move forward or backward an entire week, press Ctrl + Shift + Right arrow or Left arrow. You can perform the same functions in the graphic view as in the text view, for example register, change or delete activities. The view you have most recently used in the activity screen will be shown the next time you press Show Activity or an activity pop-up appears (Flash).
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All activities, even those that are hidden, will appear in the Activity window.
4. Press Show All Activities (F4) again to return to the normal Activity screen.
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Change activity
1. Find and select a subscriber.
Instructions on how to search for and select a subscriber are provided earlier in Chapter 2 Searching.
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5. Change activity.
The procedure is the same as for registering a new activity. See Register activity, page 3:5.
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Delete activity
Activity notices that have expired are normally deleted automatically after 24 hours (depending on the server settings).
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Highlight several lines/subscribers: Hold down Shift + Down arrow/Up arrow. The lines you select will be highlighted in colour. Select only certain subscribers: If you have a list in which you want to select only certain subscribers, hold down Ctrl while pressing the Spacebar on the subscribers you wish to select. For subscribers in the list who you do not wish to select, press Ctrl + Down arrow/Up arrow. You can also hold down Ctrl while clicking the left mouse button on the subscribers you wish to select.
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Activities
Deselect a line: To deselect a subscriber, press Ctrl + Spacebar. You can also hold down Ctrl while clicking the left mouse button on the relevant subscriber. When you have selected the entire group, press New Activity (F6) and continue in the same manner as when registering activities for a single subscriber. See section 3:5 Register activity.
Group changing
You can also make group changes in activities in NOW. The procedure is the same as for changing an ordinary activity.
1. Find and select one of the subscribers in the group you have registered an activity for.
Instructions on how to search for and select a subscriber are provided earlier in Chapter 2 Searching.
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Group deleting
You can also delete group registration of an activity in NOW. The procedure is the same as for deleting an ordinary activity.
1. Find and select one of the subscribers in the group you have registered an activity for.
Instructions on how to search for and select a subscriber are provided earlier in Chapter 2 Searching.
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Activities
The system will then ask: The activity is stored by group. Do you want to delete the entire group?. If you answer Yes, the activity will be deleted for every subscriber in the group. If you answer No, the activity will be deleted only for the chosen subscriber.
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Messages
Messages
When a subscriber is unable to accept a call, you can take a message and enter it in NOW. The message can be automatically sent to the subscriber via e-mail. This chapter explains how to enter, edit, view, acknowledge and delete messages.
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Send messages
In NOW it is also possible to send messages. When a message has been entered, it can be automatically sent to the subscriber via e-mail.
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Messages
Enter message
1. Find and select a subscriber.
Instructions on how to search for a subscriber can be found in Chapter 2 Searching.
The New Message dialog box will appear, with the subscribers name and extension on the title bar.
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Messages
Show message
If you want to see all messages for a certain subscriber, you can open the message list and view them.
A symbol to the left of the subscriber shows that there is a message waiting.
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b d c
a. Subscriber information: The upper section of the window contains information about the subscriber.
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Messages
b. Messages: The subscribers messages are listed with date, time, message system, text and signature. Different symbols are displayed depending on the current status of the message: The message has not been sent. The message has been sent. The message has been sent and acknowledged/read, if it is possible to acknowledge messages.
c. Message continued: Highlight the message line to show the entire message in the Message field. Message field: Press Tab to jump to the Message field. Use PageDown/PageUp or Arrow keys to read the entire message. d. Signature: The initials/signature of the person who entered the message will appear after the message.
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When you have read the message, you can acknowledge it. Pressing Ctrl + K acknowledges the highlighted message. You can open the acknowledged message by pressing Show All (F4). The message will then have an open envelope as its symbol. An acknowledged message is usually kept for 24 hours (depending on the server settings).
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Change message
If a message contains errors, you can go back and edit the text. If the message is distributed by e-mail, the subscriber will receive two different messages if you make changes in the one first sent. You should therefore not change this type of message, but should write a new message canceling the first one.
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5. Change message.
The cursor is placed by the first letter of the entered text. Using the Arrow keys, you can move the cursor to the point where you wish to enter new text. Do you want to delete text? Press Delete to delete text to the right of the cursor, and the Backspace key to delete text to the left of the cursor.
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Messages
Delete messages
Messages with the open envelope symbol in the list are usually deleted automatically after 24 hours (depending on the server settings). You can also delete messages manually.
4. Press Delete.
The message will be deleted and the message symbol in the subscriber list will disappear.
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The Pager dialog box will appear. In the upper section of the window you can see the subscribers name, the type of paging system and the pager number. Certain systems have limitations in terms of which and how many characters can be displayed. NOW automatically provides this information.
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Messages
2. Choose a preset message from the list or enter your own message.
Enter the message in the Message field. There may also be preset options for you to choose from.
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Print message
You can print subscriber messages on paper if you have a printer connected to your PC. Press Alt + P to print all unacknowledged messages. Press Ctrl + P to print the messages of the selected subscribers. You can also access these functions in the File menu. In the File menu there is also a print preview option.
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Web browser
Web browser
The Web browser can be used to open Web pages on the Intranet or Internet. This chapter describes the Web browser in NOW.
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5:2
Web browser
The Web browser normally starts with Quick Info as its starting page. Read more in Chapter 6 Quick Info. Tool buttons in Web browser Quick Info (Alt + I) Refresh page Close Web page Go to next page Go to previous page
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Go to a Web page
1. Enter the address of the Web page in the address field
2. Press Enter.
The chosen Web page will be opened.
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Web browser
If you do not exit NOW, you will return to the same Web page the next time you start the Web browser.
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Quick Info
Quick Info
Quick Info can be used to store different types of information, such as external telephone numbers, street addresses and links to Web pages on the Intranet or Internet. This chapter describes Quick Info.
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6:2
Quick Info
The main Quick Info window will appear. If you are using Quick Info for the first time after starting NOW, the Bulletin Board will be displayed if any exists. Otherwise, the page you last used will appear. The Quick Info button is used to update Quick Info, or to return to Quick Info while visiting another Web page. Drop-down list 2. Search text field Quick Info button
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When the desired directory is highlighted, press Tab to jump to the Search field.
3. Enter keyword(s).
In the search field, enter a record name or keyword in the record text. Enter an asterisk (*) in the search field to view a list of all records in the directory.
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Quick Info
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NOW 2007
Show records
1. Select the record you wish to view with the help of the Arrow keys. 2. Press Enter or click the left mouse key.
The record text will appear:
If you want to go back and search in the subscriber list, press Quick Info (Pause).
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Quick Info
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6:8
Quick Info
Click the left mouse key on the Quick Info button to return to the starting page.
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Settings
Settings
This chapter explains how to change text size, font and other settings in NOW.
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7:2
Settings
1. Select Settings in the Edit menu 2. Click General and select Logging.
There are two different Log levels that can be set: One for NOW and one for Console. Console can be seen as a help program to NOW that needs to exist in order for NOW to function properly. The Log level for NOW must be set to one of the following options: Info Trace Debug Basic information. Extended log information for troubleshooting. All log information is included.
The Log level for Console must be set to one of the following options: Error Information about unrecoverable errors that
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prevents NOW from running. Information about errors that might cause NOW to lose functions, but where it still keeps running. Basic information, including the information above. Extended log information for troubleshooting. All log information is included.
In Log Handling you can choose to view the files, open the folder to explore the files, or send files as email.
4. Select one or several files and click Send email to send the files to Aastra.
To select several files hold down Ctrl while clicking the left mouse button on the files you wish to select.
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Settings
Progressive search
With progressive search activated, the matching results are shown in the list as you type in the search field. Every time a new character is typed in the search field a new search is performed.
1. Select Settings in the Edit menu 2. Click Keyboard and select Progressive Search
To activate progressive search, check the Progressive Search checkbox. Search Start Delay: You can select for how long time NOW will wait until it performs the search for the text in the search field. Minimum Search Characters: Enter how many characters the search field at least must contain to perform the progressive search. For example, you may not want the search to be carried out after typing the first character, but after the third.
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Time zones
By default your time zone is set to the same as the server. You can change the time zone if you want to, for example when travelling or when the server is located in another time zone.
1. Select Settings in the Edit menu 2. Click General and select Advanced
Select time zone in the drop down list. You can see the deviation from Greenwich Mean Time (GMT) for the time zones. If you select Server time zone the same time zone as the server is selected, that is, the default.
Other settings
Other settings that can be configured or shown in the Settings dialog box can be found in the following section.
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Settings
General Settings concerning activities/messages and confirmation. Advanced Advanced 2 Activating NOW on call, change to activity view on new activity Settings for playing greeting phrases when answering in NOW. This requires special hardware. Settings for log files (see 7:3 Sending Log files). Show system tray icon containing call counter, warning signals for calls in queue. Options for available languages. Settings and user details for presence server. Text symbols, settings for Dot Matrix Equipment.
Language Presence Server Set for visually handicapped Server General Server Settings * Advanced Server Settings *
Settings for organization/department search and settings for extension flash. Clock Synchronizing * Settings for synchronizing between server and client computer clock. Available Directories * Lists available directories Search Settings Phonetic Search: Check the box if phonetics should be used when searching the directory. Multiple Field Search on Flash *: Specify in which fields in the
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NOW 2007
database that NOW should look for the telephone numbers of incoming calls. Default setting is only the telephone number field. * These settings are configured in Configuration Manager or Directory Manager
Switchboard Settings for named Numbers such as switchboard, number prefix for external and international numbers. Client ID The switchboard client ID for identification to speech system. Special Number prefix For example a parking code that can be used to prevent the screen to be cleared when a number is missing in the directory.
Keyboard You can choose between using the standard layout of the numeric keyboard or if you want to use the inverted (telephone layout)
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Settings
It is possible to select options for the Disconnect Keys: Disconnect all or currently active parties Disconnect Party A or Party B It is also possible to activate or deactivate the numerical keypad for dialing. The numerical keypad is active for dialing by default. You can define settings for using Soft Keys in order to create keyboard shortcuts. You can for example decide that when you press Alt+num2 you make a call to a certain telephone number. You can define shortcuts for phone calls (select Dial) and for searches (Select Search).
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NOW 2007
7:10
Call Control
Call Control
In this chapter you can read how to handle calls and switchboard functions in NOW.
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NOW 2007
8:2
Call Control
In the switchboard user interface we have two fields, the A field and the B field. When you answer an incoming call, it will end up in the A field. When you then dial the number to where you want to transfer the call, the number ends up in the B field. You will have the calling party in the A field and the other in the B field.
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NOW 2007
8:4
Call Control
Active/passive queues
Different NOW clients can have different queue setups. At the top of the NOW window there are buttons displayed for the incoming call queues.
When you have the switchboard on duty all your queues are active and when you have the switchboard off duty all queues that nobody else is on duty for will be inactive. When a queue is inactive the queue button will be grayed.
In the image above there are other attendants handling the four first queues but the last queue is private and therefore inactive when you are off duty.
In the image above there are no attendants handling any of the queues, they are all passive.
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NOW 2007
Make a call
1. Search and select a subscriber.
Read about searching and selecting subscribers in the Searching subscribers chapter.
You can also dial the number directly on the number pad: 1. Dial the extension.
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Call Control
The numbers is shown in a window.
The called phone starts ringing. To the left in the switchboard field there is a symbol of a bell indicating that the phone is ringing. When the subscriber answers the call the symbol changes to a green man. Ringing
Talking
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NOW 2007
8:8
Call Control
Line state information after dialing: 1. Dial the number from the subscriber list or by entering the number from the number pad.
Select subscriber and press Dial number (NumLock).
The subscribers extension is displayed in the A field (or the B if a call has been answered) along with a symbol indicating the line state of the extension.
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NOW 2007
Extension is idle
Extension is busy
Extension is forwarded
A B
A B
The dialed number (the forwarded extension). The extension the dialed number is forwarded to.
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When the system cannot get line state information of an extension this symbol will appear. For example, external phones or extensions that are logged out will show this symbol.
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NOW 2007
Before answering a preview of the next call is displayed in the A field. This is indicated by a flashing green arrow. The number in the top right corner is the caller extension and the number in the bottom right corner is the called extension.
The call is picked from the left most queue that have calls waiting.
2. You can also answer by pressing CTRL and one of the number keys.
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Call Control
Choose the number that corresponds to the queue position (queue number) of the queue you want to pick a call from. Each queue has a queue number. The left most queue has queue number 1, the next 2 and so on. 1 2 3 4 5
You can see from which queue a call has been picked by looking for the white queue button.
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NOW 2007
CFA is short for Call Forward All. In this example the call has been forwarded from the extension 7411 to the switchboard. You should not transfer the call to this extension as it will end up on the switchboard again.
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Call Control
Call that was forwarded to the switchboard because there was no answer on the extension
CFNA is short for Call Forward No Answer. The called extension is automatically dialed after you have answered the call. You can transfer the call again by pressing Answer/Connect (NumEnter) or you can search for a new subscriber to transfer to.
Call that was forwarded to the switchboard because the extension was busy
CFB is short for Call Forward Busy. The called extension is automatically dialed after you have answered the call. You can camp the call on the busy extension by pressing Answer/Connect (NumEnter) or you can search for a new subscriber to transfer to.
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NOW 2007
Queue list
It is possible to display a list of all calls in the queues.
1. Go to the Window menu in NOW. 2. Check the Queue list item and the Queue list will show on top of field A and B.
E F
A B C D
Name of the queue where the call is waiting. Caller extension and name if he/she exists in the directory. Called extension and name if he/she exists in the directory. Call status.
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Call Control
E F
You can pick a call by selecting a call and doubleclick with the mouse. You can also pick a call with the keyboard: 1. Press ALT + Q to set focus on the list.
2. Use up/down arrow keys to select the call you want to pick.
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If you leave the mouse over the queue list calls that are being disconnected will be grayed.
You can clear all disconnected calls from the queue list by dragging the mouse out of the queue list.
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Call Control
Transfer a call
1. Search and select a subscriber.
Read about searching and selecting subscribers in the Searching subscribers chapter.
Here you can also use the keypad to dial the number directly.
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NOW 2007
Consult call
1. Search and select a subscriber.
Read about searching and selecting subscribers in the Searching subscribers chapter.
Here you can also use the keypad to dial the number directly.
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Call Control
The subscribers phone starts ringing.
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NOW 2007
Camp On Busy
1. Search and select a subscriber.
Read about searching and selecting subscribers in the chapter 2 Searching. You can also use the keypad to dial the number directly.
The subscribers extension is displayed in the B field. If the extension is busy the busy symbol will show in the B field.
The caller gets put on hold while waiting for the extension to be available. If the caller has waited too long for the extension to be available the caller is pulled back to the attendants recall queue.
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Call Control
Park a call
After answering a call you can park the call to retrieve it later.
The call is then parked in the park queue. This is the right most queue. You can handle this queue as the incoming calls queues.
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NOW 2007
8:24
Call Control
8:25
NOW 2007 5. Select the number to call with the up/down arrow keys and press Dial number (NumLock).
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Call Control
3. Put the marker on the line where the extension is located. 4. Press Dial number. (NumLock)
The extension is displayed in the B field. If the extension is external, NOW will automatically add a prefix if necessary.
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The extension is called. When you hear a ringing tone or the called party answers you can press Answer/Connect (NumEnter) to connect the two parties. You can also transfer the call by pressing Answer/Connect (NumEnter) directly after dialing the extension (when the extension is displayed in the B field).
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Call Control
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NOW 2007
Disconnect call
You can disconnect the party in field B by pressing Disconnect B (Num+). You can disconnect the party in field A by pressing Disconnect A (Num-).
Disconnect A Disconnect B
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Call Control
If you then press Toggle A/B (NumDel) to make a consult call and the extension is busy the busy symbol will appear in the B field.
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NOW 2007
Recall
When a call is pulled back from a transfer it ends up in the recall queue.
The number in the top right corner is the caller extension and the number in the bottom right corner is the extension to where the call was transferred.
2. Press Answer/Connect (NumEnter) if you want to try to transfer the call to the same extension again.
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Call Control
The transfer extension starts ringing or if the transfer extension is busy the call starts camping on busy.
You can also use the keypad to dial the number directly.
The transfer extension starts ringing or if the transfer extension is busy the call starts camping on busy.
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NOW 2007
Recall reasons
There are two reasons why a transferred call is pulled back to the attendant There was no answer at the extension. The extension was busy and the camp on busy timed out.
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Call Control
Forwarded phone
If a subscriber has forwarded his/her phone you will automatically get information about his/her activity.
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Call Control
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NOW 2007
8:38
Call Control
Symbols in NOW
Incoming call
Extension available/idle
Talking
Extension unavailable/busy
Extension is forwarded
Ringing
Line state unknown If Mobile Access is installed in the system: Forwarded to interactive voice response Forwarded to operator Forwarded to voice mailbox Forwarded to mobile phone
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Appendix
When the plus (+) sign is used in the manual, this means that the keys are pressed at the same time.