IBM Caller ID Box SC31 6254 01 User Manual

SC31-6254-01

CallPath CallCoordinator for Windows

User’s Guide

Version 1

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SC31-6254-01

ÉÂÔ

CallPath CallCoordinator for Windows

User’s Guide

Version 1

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Note

Before using this information and the product it supports, be sure to read the general information under “Notices”

on page ix.

Second Edition (October 1994)

This edition applies to Version 1.0.2 of IBM CallPath CallCoordinator for Windows, Program Number 5871-AAA (Part

Number 87G7210), IBM CallPath CallCoordinator/2 Server, Part Number 03H3625, and IBM CallPath

CallCoordinator/2 Archive, Part Number 03H3626, and to all subsequent releases and modifications until otherwise

indicated in new editions.

Order publications through your IBM representative or the IBM branch serving your locality. Publications are not

stocked at the address given below.

Forms for readers’ comments are provided at the back of this publication. If the forms have been removed, you may

address your comments to:

IBM Corporation

Information Development and Design, Department E15

P.O. Box 12195

Research Triangle Park, NC 27709-9990

U.S.A.

When you send information to IBM, you grant IBM a nonexclusive right to use or distribute the information in any way

it believes appropriate without incurring any obligation to you or restricting your use of it.

Note to U.S. Government Users — Documentation related to restricted rights — Use, duplication or disclosure is

subject to restrictions set forth in GSA ADP Schedule Contract with IBM Corp.

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Contents

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Trademarks and Service Marks

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

About This Book

Who Should Use This Book

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

How to Use This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

How This Book is Organized

Highlighting Conventions

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

What’s New in This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii

Where to Find More Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiv

Chapter 1. Introducing CallCoordinator for Windows . . . . . . . . . . . . . . . . . . . . . . . . 1

What Is CallCoordinator for Windows? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

CallCoordinator for Windows Features

Customized CallCoordinator for Windows Features

How CallCoordinator for Windows Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

. . . . . . . . . . . . . . . . . . . . . . . . . 2

Chapter 2. Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

How to Start CallCoordinator for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

CallCoordinator for Windows Main Window

Pushbuttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Status Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Comment Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Making Selections in CallCoordinator for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Making Selections Using Your Mouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Making Selections Using Your Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Managing Windows in CallCoordinator for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Moving the CallCoordinator for Windows Main Window

Closing a Window in CallCoordinator for Windows . . . . . . . . . . . . . . . . . . . . . . . . . 14

Displaying System Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

. . . . . . . . . . . . . . . . . . . . . . 14

Selecting the CallCoordinator for Windows Screen Mode . . . . . . . . . . . . . . . . . . . . . . . 17

Displaying the CallCoordinator for Windows Main Window on Inbound Calls . . . . . . . . . . . . . 20

Setting the Colors for the Telephone Icons

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Getting Help Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Getting Help from CallCoordinator for Windows

Getting Help from Your System Administrator

. . . . . . . . . . . . . . . . . . . . . . . . . . 23

. . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Exiting CallCoordinator for Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Using CallCoordinator for Windows to Exit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Using Windows to Exit

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Chapter 3. Using the Telephone Features

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

How to Select a Line . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

How to Access the Telephone Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Using the Pushbuttons

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

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Using the Actions Pull-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

How to Log on to Your Switch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

How to Indicate Your Activity Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

How to Make Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Dialing a Number

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Searching the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Keeping the Dial Pad Open . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Selecting a Directory

Refreshing the Directories in the CCWin Dial Pad Window

Updating Entries in Your Personal Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Selecting a HAT Table for Making Outbound Calls . . . . . . . . . . . . . . . . . . . . . . . . . 39

Using Other Features after Dialing a Number . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Using the Notes Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

. . . . . . . . . . . . . . . . . . . . 38

How to Answer Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Using Other Features after Answering a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Using the Notes Feature

How to Transfer Calls and Data

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Transferring Calls and Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Selecting Your Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Refreshing the Directories in the CCWin Transfer Window . . . . . . . . . . . . . . . . . . . . . 51

Updating Entries in Your Personal Directory

How to Set Up Three-Way Conference Calls

. . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Setting Up Three-Way Conference Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Selecting Your Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Refreshing the Directories in the CCWin Conference Window . . . . . . . . . . . . . . . . . . . 58

Updating Entries in Your Personal Directory

. . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Chapter 4. Using the Call Log and Creating Your Personal Directory . . . . . . . . . . . . . . 59

Accessing the Call Log and Personal Directory Features . . . . . . . . . . . . . . . . . . . . . . . 60

Using the Pushbutton . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Using the Features Pull-Down Menu

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

How to Use the Call Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Enabling the Call Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Opening the Call Log

Opening Notes in the Call Log

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Adding Notes to the Call Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Managing the Call Log Information—Settings Feature . . . . . . . . . . . . . . . . . . . . . . . 67

Using the View, Sort, and Filter Settings Together . . . . . . . . . . . . . . . . . . . . . . . . . 79

Controlling Your Call Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

How to Create Your Personal Directory

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Adding an Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Updating an Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Removing an Entry

Refreshing the Personal Directory

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Displaying Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

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Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Contents

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Figures

1. Example of CallCoordinator for Windows Environment . . . . . . . . . . . . . . . . . . . . . .

2. CallCoordinator for Windows Group Window

. . . . . . . . . . . . . . . . . . . . . . . . . . . 7

3. CallCoordinator for Windows Main Window . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4. Settings Pull-Down Menu

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

5. CallCoordinator for Windows Screen Mode—Icons Only . . . . . . . . . . . . . . . . . . . . 17

6. CallCoordinator for Windows Screen Mode—Icons with Text . . . . . . . . . . . . . . . . . . 18

7. CallCoordinator for Windows Screen Mode—Buttons with Text . . . . . . . . . . . . . . . . . 18

8. CallCoordinator for Windows Screen Settings Pull-Down Menu

9. Set Color Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

10. CallCoordinator for Windows Main Window—Currently Selected Line . . . . . . . . . . . . . 26

. . . . . . . . . . . . . . . . 19

11. CallCoordinator for Windows Main Window—Pushbuttons . . . . . . . . . . . . . . . . . . . 27

12. CallCoordinator for Windows Main Window—Actions Pull-Down Menu . . . . . . . . . . . . . 29

13. Logon/Logoff Window for the AT&T DEFINITY Generic 3 Switch . . . . . . . . . . . . . . . . 30

14. Logon/Logoff Window for the Northern Telecom Meridian 1 Switch

. . . . . . . . . . . . . . 31

15. Activity Window—AT&T DEFINITY Generic 3 Switch . . . . . . . . . . . . . . . . . . . . . . 32

16. Activity Window—Northern Telecom Meridian 1 Switch . . . . . . . . . . . . . . . . . . . . . 33

17. Activity Window—ROLM 9751 Switch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

18. CCWin Dial Pad Window

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

19. CCWin Dial Pad Window—Actions Pull-Down Menu

20. CCWin Dial Pad Window—Directory Pull-Down Menu

. . . . . . . . . . . . . . . . . . . . . . 37

. . . . . . . . . . . . . . . . . . . . . 38

21. CCWin Dial Pad Window—HAT Pull-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . 40

22. CCWin Run HAT Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

23. CCWin Notes Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

24. CCWin Notes Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

25. CCWin Transfer Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

26. CCWin Transfer Window—Data Pull-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . 47

27. CCWin Transfer Window—Directory Pull-Down Menu

. . . . . . . . . . . . . . . . . . . . . 50

28. CCWin Conference Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

29. CCWin Conference Window—Data Pull-Down Menu . . . . . . . . . . . . . . . . . . . . . . 54

30. CCWin Conference Window—Directory Pull-Down Menu . . . . . . . . . . . . . . . . . . . . 57

31. CallCoordinator for Windows Main Window—Call Log Pushbutton . . . . . . . . . . . . . . . 60

32. CallCoordinator for Windows Main Window—Features Pull-down Menu . . . . . . . . . . . . 62

33. Enabling the Call Log

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

34. CCWin Call Log Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

35. Log Settings Window

36. Log Settings View Folder

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

37. Log Settings Sort Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

38. Log Settings Filter Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

39. Call Log Filter Type Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

40. Call Log Filter Date Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

41. Call Log Filter Time Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

42. Call Log Filter Party Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

43. Call Log Filter Phone Number Box

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

44. Call Log Filter Notes Box

45. Log Settings Overflow Folder

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80

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46. Log Settings Toolbar Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

47. Call Log—No Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

48. Call Log Toolbar—Icons and Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

49. Call Log Toolbar—Icons Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

50. Call Log Toolbar—Text Only . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

51. Pushbuttons for Controlling the Call Log

52. CCWin Personal Directory Window

. . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

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Notices

References in this publication to IBM products, programs, or services do not imply that IBM intends to

make these available in all countries in which IBM operates. Any reference to an IBM product, program,

or service is not intended to state or imply that only IBM’s product, program, or service may be used.

Any functionally equivalent product, program, or service that does not infringe any of IBM’s intellectual

property rights may be used instead of the IBM product, program, or service. Evaluation and verification

of operation in conjunction with other products, programs, or services, except those expressly designated

by IBM, are the user’s responsibility.

IBM may have patents or pending patent applications covering subject matter in this document. The

furnishing of this document does not give you any license to these patents. You can send license

inquiries, in writing, to IBM Corporation, IBM Director of Licensing, 500 Columbus Avenue, Thornwood,

New York, 10594, United States.

Trademarks and Service Marks

The following terms, denoted by an asterisk (*) in this publication, are trademarks or service marks of the

IBM Corporation in the United States or other countries:

CallCoordinator/2

CallCoordinator

CallPath

IBM

The following terms, denoted by double asterisks (**) in this publication, are trademarks of other compa-

nies:

Trademark

AT&T

DEFINITY

Meridian 1

Microsoft

ROLM

Owned By

American Telephone and Telegraph Company

Northern Telecom Ltd.

Microsoft Corporation

ROLM Systems

Windows

Microsoft Corporation

 Copyright IBM Corp. 1994

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CallPath CallCoordinator for Windows: User’s Guide

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About This Book

This book describes how to use IBM CallPath* CallCoordinator* for Windows to make, answer, transfer,

and set up three-way conference calls from your Windows-based computer. This book also describes

how to use the Call Log and Personal Directory features in CallCoordinator for Windows.

Note: In the remainder of this book, references to IBM CallPath CallCoordinator for Windows are abbre-

viated to “CallCoordinator for Windows.”

CallCoordinator for Windows runs under the Microsoft** Windows** 3.1 operating system. To use

CallCoordinator for Windows, you should know how to work in the Windows environment. If you are not

familiar with Windows, read the appropriate Windows documentation.

Who Should Use This Book

This book is for anyone who works with customers and clients over the telephone. Typical users of

CallCoordinator for Windows include agents who handle billing, order, and claim inquiries, as well as

catalog sales personnel, insurance and brokerage professionals, medical office personnel, and so on.

Note: The term “agent” is used generically in this book to refer to any user of this product.

 Copyright IBM Corp. 1994

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How to Use This Book

This book describes how to use the CallCoordinator for Windows telephone, Call Log, and Personal

Directory features.

How This Book is Organized

This book has the following chapters:

Chapter 1, “Introducing CallCoordinator for Windows,” briefly describes CallCoordinator for Windows.

Chapter 2, “Getting Started,” explains what you should know about CallCoordinator for Windows

before using it.

Chapter 3, “Using the Telephone Features,” describes how to use the CallCoordinator for Windows

telephone features.

Chapter 4, “Using the Call Log and Creating Your Personal Directory,” describes how to use the Call

Log and Personal Directory features.

Highlighting Conventions

The following highlighting conventions are used in this book:

Bold

Identifies the following types of information:

Commands

Filenames

Directory names

Information that you should type as shown

Keys that you should press

Bold Italic

Identifies new terms defined in the text and in the glossary

Monospace

Identifies output examples, including the following:

Defaults

Messages from the system

Specific data values

Text displayed in windows

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What’s New in This Book

CallCoordinator for Windows Version 1.0.2 has new features. The following are described in this book:

Multiline capability, which enables CallCoordinator for Windows to work with up to four lines on a

telephone set

Directory search capability, which enables alphabetical searches of directory information

Switch logon and logoff capability, which enables agents to log on and log off supported switches

Agent status indication capability, which enables agents to indicate their status (for example,

“Ready”)

Target screen popup, which enables agents to accept or decline incoming data transfers

About This Book xiii

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Where to Find More Information

For additional information about CallCoordinator for Windows, see CallPath CallCoordinator for Windows

System Administrator’s Guide (SC31-6255).

CallCoordinator for Windows requires the IBM CallPath CallCoordinator/2* Server product. For informa-

tion about the IBM CallPath CallCoordinator/2 Server and other IBM CallCoordinator/2 products, see the

following publications:

CallPath CallCoordinator for OS/2 and Windows General Information (GC22-0074)

CallPath CallCoordinator/2 System Administrator’s Guide (SC22-0076)

CallPath CallCoordinator/2 User’s Guide (SC22-0075)

CallPath CallCoordinator/2 Quick Reference Card (SC22-0079)

CallPath CallCoordinator/2 Server System Administrator’s Guide (SC22-0077)

CallPath CallCoordinator/2 Archive System Administrator’s Guide (SC22-0078)

CallPath CallCoordinator/2 Messages (SC30-3620)

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Chapter 1. Introducing CallCoordinator for Windows

This chapter introduces the features available in IBM CallPath CallCoordinator for Windows, which

consist of its telephone capability, Call Log, and Personal Directory. This chapter also lists some addi-

tional features that may be available to you, such as intelligent answering, if this product is customized

for your business. Finally, this chapter describes how Host Application Transaction (HAT) files are used

by your system administrator to provide the additional features.

Note: In the remainder of this book, references to IBM CallPath CallCoordinator for Windows are abbre-

viated to “CallCoordinator for Windows.”

What Is CallCoordinator for Windows?

CallCoordinator for Windows is a call-management product that can help you handle customer calls more

quickly and efficiently. It provides a set of telephone features that you can use conveniently from your

Windows-based computer to make, answer, and transfer calls, and to set up conference calls. You can

use these features with up to four lines on your telephone set. CallCoordinator for Windows also pro-

vides a Call Log for tracking your calls, and electronic telephone directories for enabling faster call han-

dling.

Through CallCoordinator for Windows, you may also have one or more additional features that further

enhance your ability to give improved service to your callers. Which additional features you have

depends on how your system administrator customized this product for your business. For example,

CallCoordinator for Windows can provide the following additional features:

Intelligent answering, which enables you to have a caller's account record displayed on your screen

at the same time you answer the call

Coordinated voice and data transfer, which enables you to transfer both the call and the caller’s

data to another agent

QuickKeys, which enable you to automate many of your keyboard operations

CallCoordinator for Windows Features

CallCoordinator for Windows provides a telephone capability that you can use right from your Windows-

based computer, including a Note Pad feature that enables you to take notes while on a call. It also

provides a Call Log that collects call data for you, and a Personal Directory feature for faster handling of

customer calls.

Telephone Features: CallCoordinator for Windows enables you to use your computer as if it were

a telephone, while you continue to use your computer as you normally do in your job. You can, for

example, answer, dial, and transfer calls using the CallCoordinator for Windows pushbuttons. Some

pushbuttons immediately execute a telephone function, such as the Answer and Hold pushbuttons.

Other pushbuttons open a window from which you access the telephone function, such as the Dial push-

button which opens the CCWin Dial Pad window. From the CCWin Dial Pad window, you can dial a

number, select the number from a directory, select and update a directory, and select a HAT table.

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You can use the CallCoordinator for Windows telephone features from any of the telephone lines on your

set (four is the limit). Through CallCoordinator for Windows, you can also log on and log off your tele-

phone system switch, and indicate your activity status—just as you currently do from your telephone set.

See Chapter 3, “Using the Telephone Features,” for instructions on using all of the CallCoordinator for

Windows telephone features.

Notes Feature: CallCoordinator for Windows provides a note pad feature that enables you to take

notes while on the telephone with a caller. Your notes are stored by CallCoordinator for Windows and

easily retrieved through the Call Log.

See “Using the Notes Feature” on page 41 for instructions on using the CallCoordinator for Windows

Notes feature.

Call Log Feature: CallCoordinator for Windows provides a Call Log feature that collects data

about the calls you made, received, or missed. The data it collects includes the date and time of the call,

who the caller or called party was, the phone number, and the duration of the call. The Call Log also

indicates if you made any notes for the call. You can manage the Call Log data by, for example, sorting,

filtering, and printing it.

See “How to Use the Call Log” on page 63 for instructions on using this feature.

Personal Directory Feature: CallCoordinator for Windows enables you to set up your own per-

sonal (electronic) telephone directory. Called the Personal Directory, this feature simplifies making out-

bound calls to customers, as well as transferring calls to other agents and setting up three-way

conference calls.

See “How to Create Your Personal Directory” on page 87 for instructions on creating and maintaining

your Personal Directory. See Chapter 3, “Using the Telephone Features,” for instructions on using your

Personal Directory when making, transferring, and setting up three-way conference calls.

Customized CallCoordinator for Windows Features

Your system administrator can customize CallCoordinator for Windows so that you have available one or

more of the following additional features:

Intelligent answering

Coordinated voice and data transfer

QuickKeys

Access to a system directory

These features are intended to enhance your call handling capability and your access to the computer

applications you use in your business—such as applications for handling sales calls, service calls, and so

on.

Intelligent Answering: When your phone rings, CallCoordinator for Windows can automatically

retrieve the caller’s account data from your business database and instantly display it in your

window—even before you answer the call. This is called intelligent answering. You do not have to ask

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for an account number or the spelling of a name. You simply press the Answer pushbutton to answer

the call; the data is already displayed.

This feature may be available to you on each telephone line that you have (up to four) if your system

administrator customized CallCoordinator for Windows to provide this capability. For example, if you

have access to four lines, account data can be displayed for the call on each line. (Check with your

system administrator about your setup.)

Similarly, CallCoordinator for Windows can automatically display a customer’s account data when you dial

the customer’s number. This enables you to have the data in your window immediately for every out-

bound customer call you make. See “Selecting a HAT Table for Making Outbound Calls” on page 39 for

more information about this capability.

Check with your system administrator to see if intelligent answering is implemented in your business.

Coordinated Voice and Data Transfer: When you transfer a call to another agent, you can

cause the customer’s account data displayed on your screen to appear on the other agent’s screen. The

data that the other agent receives is a read-only form of it, that is, the other agent cannot make changes

to it. (Along with the screen image, you can also transfer the customer’s ID, and any comment that you

want to make to the other agent.) This feature, called coordinated voice and data transfer, comes with

CallCoordinator for Windows. Additionally, depending on how CallCoordinator for Windows is customized

in your business, you may also have the ability to transfer data in a form that the other agent can update.

Check with your system administrator to see if this capability is implemented.

You can also perform a coordinated voice and data transfer when setting up a three-way conference call.

You and your co-worker are then able to talk to the customer and look at the same customer data

together.

See “How to Transfer Calls and Data” on page 46 and “How to Set Up Three-Way Conference Calls” on

page 53 for more information about coordinated voice and data transfers.

Faster Keyboard Operation through QuickKeys: QuickKeys are key combinations (Alt

plus another key) that execute the steps in one keystroke that you usually do one at a time. For

example, you can perform your entire logon by pressing a QuickKey combination. Similarly, you can

move from one screen (such as a customer’s billing record) to another (such as an order screen) more

quickly and without data-entry mistakes by using QuickKeys.

QuickKey combinations are created by your system administrator. If this feature is implemented in your

business, see your system administrator for a list of the QuickKeys and their functions, and for

instructions on using them.

Access to a System Directory: Your system administrator has probably made available a

system directory for your use with CallCoordinator for Windows. System directories usually contain the

names and numbers of all parties and entities that your company does business with—for example, cus-

tomers, suppliers, service providers, and so on. If a system directory is available to you, CallCoordinator

for Windows can automatically dial any number in it for you.

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Note: Your business may have several different system directories. For example, one might be a

mailing list that the system administrator makes available to you during certain seasons. For information

about the system directory, see your system administrator.

See Chapter 3, “Using the Telephone Features,” for instructions on selecting and using system directo-

ries.

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How CallCoordinator for Windows Works

Figure 1 shows a typical environment that is configured for call handling with CallCoordinator for

Windows. The agents are equipped with computers that have CallCoordinator for Windows installed on

them.

Customer

LAN

Telephone

System

Switch

Data

Business

Database

Voice

CallPath

CallCoordinator for Windows

CallPath

CallCoordinator for Windows

Figure 1. Example of CallCoordinator for Windows Environment

CallCoordinator for Windows Environment: As shown in Figure 1, CallCoordinator for

Windows runs on personal computers connected to a local area network (LAN).

The telephone system switch provides the call processing functions for your telephone.

CallCoordinator for Windows enables you to use those functions from your computer.

The telephone system switch can also provide information about each caller (such as the caller’s

telephone number) that calls your business. CallCoordinator for Windows can use that information

as a key in finding the caller’s account data in your business database.

The business database has the programs and data (your customers’ account information) that your

business uses.

The LAN provides the means to pass data between you and the business database, and you and the

other agents.

Host Application Transaction Files: Host Application Transaction (HAT) files are special

files developed by your system administrator to customize CallCoordinator for Windows for your business.

They are the means by which your system administrator can implement the additional CallCoordinator for

Windows features, such as intelligent answering, coordinated voice and data transfer, and QuickKeys.

HAT files, which are made up of HAT tables, contain the instructions that direct CallCoordinator for

Windows to provide these additional features.

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For example, your system administrator can create a HAT table to provide the intelligent answering

feature for you. The HAT table instructs CallCoordinator for Windows to do the following when your

telephone rings:

Access your business database.

Locate the caller’s account data there.

Display the account data on your screen.

The HAT table contains the instructions that CallCoordinator for Windows follows to do all of this,

including processing the caller information provided by your telephone system switch. (Typically, the

switch provides the caller’s telephone number.) You can have this feature on each line available to you

(up to four).

Your system administrator can also create a HAT table to give you a feature similar to intelligent

answering, but which activates when you make outbound calls. For example, when you dial a customer’s

number, CallCoordinator for Windows (by executing the instructions in the table) can display the

customer’s account data on your screen at the same time. It is in front of you before the customer

answers your call.

QuickKeys are also created as tables in a HAT file.

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Chapter 2. Getting Started

This chapter describes what you should know about CallCoordinator for Windows before you begin to use

it.

How to Start CallCoordinator for Windows

CallCoordinator for Windows is already installed on your computer by your system administrator. The

installation process is described in CallPath CallCoordinator for Windows System Administrator’s Guide.

To start CallCoordinator for Windows, do the following:

1. Start your Windows session.

2. Click on the CallCoordinator for Windows icon in the Program Manager window, or press the

Ctrl+Tab key combination to select the icon, and press Enter.

The CallCoordinator for Windows group window appears, as shown in Figure 2.

Figure 2. CallCoordinator for Windows Group Window

3. Double-click on CCWin System, or using the arrow keys, move to the icon, and press Enter.

The CallCoordinator for Windows main window appears, as shown in Figure 3 on page 8. (Figure 3 on

page 8 shows CallCoordinator for Windows configured with four lines.)

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Figure 3. CallCoordinator for Windows Main Window

To help you get started, the rest of this chapter describes how to perform some basic Windows oper-

ations in CallCoordinator for Windows. Chapter 3, “Using the Telephone Features,” provides the

instructions for using all of the telephone features in CallCoordinator for Windows. Chapter 4, “Using the

Call Log and Creating Your Personal Directory,” provides the instructions for using the Call Log and Per-

sonal Directory features.

Note: If you want CallCoordinator for Windows to start each time you start Windows, do the following:

1. Click on Window on the Program Manager menu bar.

2. Double-click on StartUp.

The StartUp window appears.

3. Highlight the CallCoordinator for Windows icon, and drag it into the StartUp window by

holding down the left mouse button.

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CallCoordinator for Windows Main Window

As shown in Figure 3 on page 8, the CallCoordinator for Windows main window has a menu bar and a

row of pushbuttons. The telephone features are used in the same way whether you access them from

the pushbuttons or from the menu bar.

The main window also includes a status line, next to a telephone icon, for displaying messages (such as

The Line is Idle) and a comment line for displaying comments.

If you have more than one line on your telephone set, the corresponding number of telephone icons are

displayed (up to four) if your system administrator configured your computer for that number. For

example, if you have four lines, and your system administrator configured all four, your CallCoordinator

for Windows main window will show four telephone icons. See “Status Messages” on page 10 and

“Setting the Colors for the Telephone Icons” on page 21 for more information about the icons.

Pushbuttons

The row of pushbuttons makes available the basic telephone features such as Dial, Answer, Transfer,

and so on, as well as the Call Log and Notes features.

Menu Bar

The menu bar has the following pull-down menus: Actions, Features, Settings, and Help.

The Actions pull-down menu makes available the telephone features.

See Chapter 3, “Using the Telephone Features,” for instructions.

The Features pull-down menu makes available the following items:

–

Log on and agent activity control (if your telephone system switch supports these functions); see

“How to Log on to Your Switch” on page 30 and “How to Indicate Your Activity Status” on

page 32, respectively, for instructions.

–

Note Pad; see “Using the Notes Feature” on page 41 for instructions.

Call Log; see “How to Use the Call Log” on page 63 for instructions.

Personal Directory; see “How to Create Your Personal Directory” on page 87 for instructions.

The Settings pull-down menu makes available the following items:

–

Displaying system messages; see “Displaying System Messages” on page 16 for instructions.

Screen settings; see “Selecting the CallCoordinator for Windows Screen Mode” on page 17 for

instructions.

–

Displaying the CallCoordinator for Windows main window for inbound calls; see “Displaying the

CallCoordinator for Windows Main Window on Inbound Calls” on page 20 for instructions.

Color settings for the telephone icons; see “Setting the Colors for the Telephone Icons” on

page 21 for instructions.

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The Help pull-down menu makes available information about CallCoordinator for Windows and about

using the Help feature.

See “Getting Help Information” on page 23 for instructions.

Status Messages

CallCoordinator for Windows displays a brief message whenever a telephone event takes place. The

message appears next to the telephone icon for the affected line. For example, if a call comes in to you

on line 3456, CallCoordinator for Windows displays either the name of the caller (Call from Summers

Frank) or the incoming number (Call from 2015551234) next to the icon. When there is no telephone

activity for line 3456, CallCoordinator for Windows displays The Line is Idle.

Additionally, when a telephone event occurs—such as when your telephone rings—the animation and

color of the icon reflect the status. For example, the icon turns to yellow when your telephone rings

(which is the default color for representing an incoming call) and is animated to indicate it is ringing.

When idle, the icon is gray. (See “Setting the Colors for the Telephone Icons” on page 21 for

instructions on changing the default colors.)

There is an icon and status message for each telephone line configured for your computer. The line

number is shown immediately below the icon. A checkmark next to the icon also indicates the selected

line. For more information about what status message is displayed and under what conditions, see the

instructions for each telephone feature in Chapter 3, “Using the Telephone Features.”

(You can also display system messages in your CallCoordinator for Windows window. See “Displaying

System Messages” on page 16 for information.)

Comment Line

You can send a comment to another agent when transferring a call, when setting up a three-way confer-

ence call, or any time during a call. You enter the comment using either the CCWin Transfer or CCWin

Conference window. The target agent sees your comment next to the telephone icon on their

CallCoordinator for Windows main window. If the target agent has more than one line, the comment

appears next to the telephone icon for the line they have selected. For example, you can send a

comment to another agent like the following:

Data received from Rhonda

Hi John, this customer wanted to talk to you about his order.

This feature is especially useful in environments with automatic call distribution (ACD) groups. When

making a transfer in such an environment, you can send a comment that may be helpful to the agent

receiving the transfer (the next available agent in the queue), even though the two of you never directly

communicate.

See “How to Transfer Calls and Data” on page 46 for more information about transferring a comment

using the CCWin Transfer window, and “How to Set Up Three-Way Conference Calls” on page 53 for

more information about transferring a comment using the CCWin Conference window.

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Making Selections in CallCoordinator for Windows

You can make selections in CallCoordinator for Windows using your mouse or keyboard.

Making Selections Using Your Mouse

CallCoordinator for Windows selections are presented as pushbuttons, pull-down menu items, radio

buttons, tabs, and checkboxes. In general, do the following to make a selection from a CallCoordinator

for Windows window:

Move the mouse pointer to the selection, and press the left mouse button once.

Opening a Pull-Down Menu: Pull-down menus are selected from CallCoordinator for Windows

menu bars. To open a pull-down menu, do the following:

Click on the selection you want on the menu bar.

The pull-down menu appears.

If the pull-down menu is not the one you want, just click on it again to cancel it, and choose the one you

want.

Selecting from a Pull-Down Menu: To select items from a pull-down menu, do the following:

1. Open the pull-down menu by clicking on it on the menu bar.

The pull-down menu appears.

2. Click on the selection you want.

Using Windows Pushbuttons: CallCoordinator for Windows also uses the basic Windows push-

buttons OK, Cancel, and Help:

Used in place of the Enter key

Cancel

Help

Used to cancel current entries or changes and return to the previous window

Used to get Help information

To use any of these pushbuttons, click on the one you want.

Canceling a Selection: You can cancel a selection in a window (or any entries that you made in

a window) by clicking on Cancel (or No) before exiting.

For more information about using your mouse to make selections, see your Windows documentation.

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Making Selections Using Your Keyboard

You can select a CallCoordinator for Windows pushbutton, pull-down menu item, radio button, or

checkbox using your keyboard. In general, do the following from a CallCoordinator for Windows window:

To move to a selection, use the Tab key or a cursor key.

To activate or execute your selection, press the Enter key.

Opening a Pull-Down Menu: Pull-down menus are selected from CallCoordinator for Windows

menu bars. To open a pull-down menu, do the following:

Simultaneously press the Alt key and the key indicated by the underlined letter of the selection

you want on the menu bar.

The pull-down menu appears.

If the pull-down menu is not the one you want, press the Alt key to cancel it, and choose the one you

want.

Selecting from a Pull-Down Menu: To select items from a pull-down menu, do the following:

1. Open the pull-down menu by pressing the appropriate Alt key combination.

The pull-down menu appears.

2. Using the ↑ or ↓ cursor keys, highlight the selection you want on the pull-down menu, and press

Enter.

Just press the key indicated by the underlined letter on the pull-down menu.

Using Windows Pushbuttons: To use the basic Windows pushbuttons—OK, Cancel, and

Help—do the following:

Use the Tab key to move to the pushbutton.

Press Enter.

Making Selections Using Control Key Combinations: You can use control key combi-

nations to select telephone features (dial, answer, hang up, transfer, conference, hold, and retrieve)

directly from the CallCoordinator for Windows main window. For example, to display the CCWin Dial Pad

window from the main window, just press Ctrl+D. You can also access the Notes feature in

CallCoordinator for Windows by pressing Ctrl+N.

To see the valid control key combinations in CallCoordinator for Windows, open the Actions pull-down

menu. Control key combinations are formed by simultaneously pressing the Ctrl key and the letter key

indicated by the underlined letter on the Actions pull-down menu.

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Canceling a Selection: You can cancel a selection in a window (or any entries that you made in

a window) only by doing the following:

1. Move to Cancel (or No) using the Tab key or a cursor key.

2. Press Enter.

These steps must be done before exiting.

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Managing Windows in CallCoordinator for Windows

This section describes how to perform basic operations in CallCoordinator for Windows.

Moving the CallCoordinator for Windows Main Window

You can move the CallCoordinator for Windows main window to any part of your screen. This enables

you to position it so that more of your regular screen is exposed.

Do the following to move the CallCoordinator for Windows main window:

1. Move your mouse pointer to the title bar at the top of the window (where it says CallCoordinator for

Windows).

2. Click and hold down the mouse button.

3. Drag the window to the location you want and release the mouse button.

The window stays in this location until you move it again or restart CallCoordinator for Windows.

You can move any window in CallCoordinator for Windows using the steps just described.

Closing a Window in CallCoordinator for Windows

You can close a window in CallCoordinator for Windows by using the Windows control menu box or the

exit options in CallCoordinator for Windows.

Using the Windows Control Menu Box: Windows in CallCoordinator for Windows can be

closed by using the Windows control menu box in the upper left-hand corner (it is represented by the

large dash).

Do the following to close a window using your mouse:

Double-click on the control menu box to close the window.

Do the following to close a window using your keyboard:

1. Press Alt+Spacebar.

A pull-down menu appears.

2. Press C or Alt+F4 to close the window.

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Using CallCoordinator for Windows Exit Options: Alternatively, you can use exit to close

a window, as follows:

1. Select Actions on the menu bar of any window in CallCoordinator for Windows:

Click on it.

Press Alt+A.

2. Click on Exit or press X.

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Displaying System Messages

CallCoordinator for Windows generates messages and stores them in a special file if there are any prob-

lems with its operation. Ordinarily, CallCoordinator for Windows does not display these messages unless

you elect to have them displayed.

Do the following to display system messages:

1. Click on Settings on the CallCoordinator for Windows main window menu bar, or press Alt+S.

The Settings pull-down menu appears, as shown in Figure 4.

Figure 4. Settings Pull-Down Menu

2. Click on Display System Messages, or press M.

When you select this option, the pull-down menu disappears (a checkmark appears next to Display

System Messages the next time you open this pull-down menu). The bottom of the CallCoordinator for

Windows main window expands to include a boxed area for displaying any messages.

This setting remains in effect until you change it, using the instructions just described.

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Selecting the CallCoordinator for Windows Screen Mode

When you first start CallCoordinator for Windows, the main window includes a row of pushbuttons with

icons. Below each icon is the text label that describes the feature represented by the icon. This is the

default screen mode for CallCoordinator for Windows—icons with text. You can, if you like, select a

different screen mode. Your choices are as follows:

Icons only (no text), as shown in Figure 5.

Figure 5. CallCoordinator for Windows Screen Mode—Icons Only

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Icons with text labels below them (which is the default), as shown in Figure 6.

Figure 6. CallCoordinator for Windows Screen Mode—Icons with Text

Buttons (instead of icons) with text labels, as shown in Figure 7.

Figure 7. CallCoordinator for Windows Screen Mode—Buttons with Text

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Do the following to select the screen mode that you prefer:

1. Click on Settings on the CallCoordinator for Windows main window menu bar, or press Alt+S.

The Settings pull-down menu appears.

2. Click on Screen Settings, or press S.

CallCoordinator for Windows displays the Screen Settings pull-down menu, as shown in Figure 8.

Figure 8. CallCoordinator for Windows Screen Settings Pull-Down Menu

3. Select one of the following screen modes by clicking on it with your mouse, or by pressing the key

indicated by the underlined letter:

Icons Only (I)

Icons with Text (T)

Buttons with Text (B)

The screen mode remains in effect until you change it. To change it, use the instructions just described.

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Displaying the CallCoordinator for Windows Main Window on Inbound Calls

The CallCoordinator for Windows main window normally is in the foreground of your screen. If it is

hidden by other windows when you get a call, the CallCoordinator for Windows main window automat-

ically comes to the foreground. (This enables you to answer the call without having to find the

CallCoordinator for Windows main window.) If you find this distracting, you can disable this feature.

Do the following to prevent the CallCoordinator for Windows main window from coming to the foreground

(on inbound calls) when you are working in another window:

1. Click on Settings on the CallCoordinator for Windows main window menu bar, or press Alt+S.

The Settings pull-down menu appears (shown in Figure 4 on page 16).

2. Click on Display Window When Call is Received, or press W.

When you select this option, the pull-down menu disappears (the checkmark next to Display Window

When Call is Received is no longer there the next time you open this pull-down menu). The

CallCoordinator for Windows main window will not come to the foreground when inbound calls come in

and you are working in another application.

This setting remains in effect until you change it, using the instructions just described.

Note: CallCoordinator for Windows is shipped with the main window coming to the foreground on

inbound calls as the default.

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Setting the Colors for the Telephone Icons

Information about your telephone’s status is conveyed to you not only through status messages, but also

through animation of the telephone icon and through its color. For example, when your telephone rings,

the icon looks as if it is ringing, and it also changes to yellow to indicate the ringing state. (Yellow is the

default color.) The colors for the other states are as follows:

Gray represents the Idle state

Green represents the Active state

A red light represents the Held state; the telephone icon is gray

You can change these colors, which are defaults in CallCoordinator for Windows, to those that you prefer

to represent Idle, Ringing, Active, and Held. The colors that you select apply to each line that you have.

(For example, if you have four lines, all the icons will be one color when the lines are idle.)

Do the following to set the colors for the telephone icons:

1. Click on Settings on the CallCoordinator for Windows main window menu bar, or press Alt+S.

The Settings pull-down menu appears.

2. Click on Colors, or press C.

CallCoordinator for Windows displays the Set Color window, as shown in Figure 9.

Figure 9. Set Color Window

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This window shows four telephone icons and a color palette. Next to the four icons are the available

activity states (for example, Idle) that you can color-code.

3. Click on the activity state icon that you want to set a color for (for instance, Idle).

4. Click on one of the colors from the color palette.

The icon turns to that color.

5. Click on OK.

For example, if you selected a blue color for the Idle state, your telephone icons on the CallCoordinator

for Windows main window will be blue when your telephone is not being used.

CallCoordinator for Windows saves the colors you select. They remain in effect until you change them,

using the steps just described.

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Getting Help Information

You can get Help information about CallCoordinator for Windows through its Help feature or from your

system administrator.

Getting Help from CallCoordinator for Windows

Do the following to access the Help feature:

1. Click on Help on the CallCoordinator for Windows menu bar or press Alt+H.

The Help pull-down menu appears with the following Help selections:

On Window

Contents

Provides a description of the window that is currently opened

Provides a list of the Help topics

Provides a means of searching for a specific topic

Provides information about using the Help system

Provides copyright information

Help On Help

About

2. Click on the Help topic you want or use the ↑ or ↓ cursor key to highlight the topic, and press Enter.

Do the following to exit a Help topic:

1. Click on File on the menu bar or press Alt+F.

The File pull-down menu appears.

2. Click on Exit or press X.

See your Windows documentation for more information on using Help.

Getting Help from Your System Administrator

If you have a problem with any of the CallCoordinator for Windows functions or a question about your

setup, see your system administrator.

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Exiting CallCoordinator for Windows

You can exit CallCoordinator for Windows using its exit procedure or the Windows procedure.

Using CallCoordinator for Windows to Exit

Do the following to exit CallCoordinator for Windows using its own procedure:

1. Click on Actions on the CallCoordinator for Windows menu bar or press Alt+A.

The Actions pull-down menu appears.

2. Click on Exit or press X.

A message box appears asking if you want to exit CallCoordinator for Windows.

3. Click on Yes or press Enter to exit.

Using Windows to Exit

Do the following to exit CallCoordinator for Windows using the Windows procedure:

1. Click on the control menu box on the CallCoordinator for Windows main window or press

Alt+Spacebar.

2. Click on Close or press C or Alt+F4.

A message box appears asking if you want to exit CallCoordinator for Windows.

3. Click on Yes or press Enter to exit.

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Chapter 3. Using the Telephone Features

This chapter describes how to use the CallCoordinator for Windows telephone features. It is organized

as follows:

“How to Select a Line” on page 26 describes how to select a line when you have more than one line

configured for you.

“How to Access the Telephone Features” on page 27 describes how to access the telephone fea-

tures from the pushbuttons and menu bar on the CallCoordinator for Windows main window.

“How to Log on to Your Switch” on page 30 describes how to log on to your telephone system

switch, and “How to Indicate Your Activity Status” on page 32 describes how to indicate your status.

“How to Make Calls” on page 35 describes how to make telephone calls using the Dial feature.

“How to Answer Calls” on page 43 describes how to answer telephone calls using the Answer

feature.

“How to Transfer Calls and Data” on page 46 describes how to transfer telephone calls and data

using the Transfer feature.

“How to Set Up Three-Way Conference Calls” on page 53 describes how to set up three-way confer-

ence calls using the Conference feature.

Note: This chapter explains how to use each telephone feature using your mouse. If you want to use

your keyboard, see “Making Selections Using Your Keyboard” on page 12 for instructions.

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How to Select a Line

Your system administrator may have configured your CallCoordinator for Windows computer with multiple

lines (up to four). Figure 10, for example, shows CallCoordinator for Windows configured with four lines.

The currently selected line has a checkmark next to it.

Figure 10. CallCoordinator for Windows Main Window—Currently Selected Line

If you have more than one line, do the following to select a line other than the currently selected line:

Click on the telephone icon associated with the line you want.

The checkmark then appears next to it. You can now make or answer a call using the selected line.

(When answering a call, CallCoordinator for Windows automatically selects the ringing line if there are no

other active calls.)

Note: You can also log on to your switch or indicate your activity status from any line simply by

selecting the line you want. See page 30 and page 32 for instructions on logging on and indicating your

activity status, respectively.

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How to Access the Telephone Features

CallCoordinator for Windows is installed for you by your system administrator. When you start

CallCoordinator for Windows, it displays a window that has a menu bar and a row of pushbuttons below

it. If you have not started CallCoordinator for Windows yet, do the following:

1. Start your Windows session.

2. Click on the CallCoordinator for Windows icon in the Program Manager window.

The CallCoordinator for Windows group window appears.

3. Double-click on CCWin System.

The CallCoordinator for Windows main window appears. It has a menu bar, a row of pushbuttons,

and at least one telephone icon for status messages.

Note: If you have more than one line on your telephone set, the corresponding number of tele-

phone icons are displayed (up to four) if your system administrator configured your computer for that

number. For example, if you have four lines, and your system administrator configured all four, your

CallCoordinator for Windows main window will show four telephone icons (as shown in Figure 11).

See “Status Messages” on page 10 and “Setting the Colors for the Telephone Icons” on page 21 for

more information about the icons.

Figure 11. CallCoordinator for Windows Main Window—Pushbuttons

The CallCoordinator for Windows telephone features can be accessed from the pushbuttons or from the

Actions pull-down menu on the menu bar.

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Using the Pushbuttons

The row of pushbuttons makes available the following telephone features (see Figure 11 on page 27):

Dial

Enables you to make a call

Enables you to answer a call

Enables you to disconnect a call

Enables you to transfer a call

Answer

Hang Up

Transfer

Conference Enables you to set up a three-way conference call

Hold

Enables you to place a call on Hold

Retrieve

Call Log

Notes

Enables you to reconnect to a call on Hold

Enables you to access the Call Log

Enables you to access the note pad feature

To access one of these features, just click on the pushbutton with your mouse.

Using the Actions Pull-Down Menu

The same telephone features are available from the Actions pull-down menu on the CallCoordinator for

Windows menu bar.

To open the Actions pull-down menu, do the following:

Click on Actions.

When selected, Actions displays a pull-down menu of the following telephone features (see Figure 12 on

page 29):

Dial

Enables you to make a call

Enables you to answer a call

Enables you to disconnect a call

Enables you to transfer a call

Answer

Hang Up

Transfer

Conference Enables you to set up a three-way conference call

Hold

Enables you to place a call on Hold

Retrieve

Enables you to reconnect to a call on Hold

The Actions pull-down menu also includes an exit option, as follows:

Exit Enables you to exit CallCoordinator for Windows

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Figure 12. CallCoordinator for Windows Main Window—Actions Pull-Down Menu

The telephone features work the same way whether you access them from this menu or from the push-

buttons. Instructions on using them are presented in this chapter for use with your mouse. If you prefer

to use your keyboard, see “Making Selections Using Your Keyboard” on page 12 for instructions.

Note: If your telephone system switch does not support a particular telephone feature, CallCoordinator

for Windows displays the text and icon for that feature in gray. You cannot select the feature.

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How to Log on to Your Switch

If you normally log on to your telephone system switch before taking calls, you can also do so through

CallCoordinator for Windows.

Note: Certain menu items and windows mentioned in this section appear only if you have one of the

following telephone system switches: AT&T** DEFINITY** Generic 3, ROLM** 9751 (9005), and Northern

Telecom Meridian 1**. If your switch is not one of these, they will not appear.

Logging on to the AT&T DEFINITY Generic 3 Switch: Do the following to log on to the

AT&T DEFINITY Generic 3 switch using CallCoordinator for Windows:

1. Select the line you want to log on from (if it is different from the currently selected line) by clicking on

the corresponding telephone icon.

2. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

3. Click on Logon/Logoff.

The Logon/Logoff window appears, as shown in Figure 13.

Note: Figure 13 shows the Logon/Logoff window as it appears for the AT&T DEFINITY Generic 3

switch without the Expert Agent Selection (EASe) feature. If your switch has this feature, this

window contains an entry box for a password instead of the pool ID.

Figure 13. Logon/Logoff Window for the AT&T DEFINITY Generic 3 Switch

The following entry boxes appear:

Agent ID

Password (appears only if the switch has EASe)

Pool (appears only if the switch does not have EASe)

4. Enter the required information in the boxes displayed in your window.

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5. Click on Logon.

The screen flashes and CallCoordinator for Windows displays the following message:

Logon Successful

6. Click on OK to remove the message box.

When you are ready to log off, access this window again and click on Logoff.

Logging on to the Northern Telecom Meridian 1 Switch: Do the following to log on to

the Northern Telecom Meridian 1 switch using CallCoordinator for Windows:

1. Select the line you want to log on from (if it is different from the currently selected line) by clicking on

the corresponding telephone icon.

2. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

3. Click on Logon/Logoff.

The Logon/Logoff window appears, as shown in Figure 14.

Figure 14. Logon/Logoff Window for the Northern Telecom Meridian 1 Switch

The following entry box appears:

Agent ID

4. Enter the ID in the box displayed in your window.

5. Click on Logon.

The screen flashes and CallCoordinator for Windows displays the following message:

Logon Successful

6. Click on OK to remove the message box.

When you are ready to log off, access this window again and click on Logoff.

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How to Indicate Your Activity Status

Through CallCoordinator for Windows, you can indicate when you are ready to receive calls, when you

are not, and so on, just as you do today using your telephone set.

Note: You can indicate your activity status through CallCoordinator for Windows only if you have an

AT&T DEFINITY Generic 3, Northern Telecom Meridian 1, or ROLM 9751 switch.

Indicating Activity Status to the AT&T DEFINITY Generic 3 Switch: Do the following

to indicate your activity status to the AT&T DEFINITY Generic 3 switch using CallCoordinator for

Windows:

1. Select the line from which you want to indicate your activity status (if it is different from the currently

selected line) by clicking on the corresponding telephone icon.

2. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

3. Click on Agent Activity.

The Activity window appears, as shown in Figure 15.

Figure 15. Activity Window—AT&T DEFINITY Generic 3 Switch

4. Enter your ID in the Pool entry box.

5. Click on the appropriate activity button to indicate your status, as follows:

Manual In, to indicate that you are ready to receive the next call

Auto In, to indicate that you want to automatically receive the next call (when you disconnect

from the previous one)

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After Call Work, to indicate that you are still working on the previous call

Auxiliary Work, to indicate that you are working on another task

When you click on an activity button, CallCoordinator for Windows displays a message box, as for

example:

Manual In Successful

6. Click on OK to remove the message box.

The checkmark moves to the selected button (for example, Manual In) to indicate your current

activity status.

Note: You can leave open the Activity window the entire time you are handling calls. This enables you

to quickly and easily change your status, as needed, by clicking on the appropriate activity button.

Indicating Activity Status to the Northern Telecom Meridian 1 Switch: Do the

following to indicate your activity status to the Northern Telecom Meridian 1 switch using CallCoordinator

for Windows:

1. Select the line from which you want to indicate your activity status (if it is different from the currently

selected line) by clicking on the corresponding telephone icon.

2. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

3. Click on Agent Activity.

The Activity window appears, as shown in Figure 16.

Figure 16. Activity Window—Northern Telecom Meridian 1 Switch

4. Enter your ID in the Agent ID entry box.

5. Click on the appropriate activity button to indicate your status, as follows:

Ready, to indicate that you are ready to receive calls

Not Ready, to indicate that you are not ready to receive calls

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When you click on one or the other, CallCoordinator for Windows displays a message box, as for

example:

Ready Successful

6. Click on OK to remove the message box.

The checkmark moves to the selected button (for example, Ready) to indicate your current activity

status.

Note: You can leave open the Activity window the entire time you are handling calls. This enables you

to quickly and easily change your status, as needed, by clicking on the appropriate activity button.

Indicating Activity Status to the ROLM 9751 Switch: Do the following to indicate your

activity status to the ROLM 9751 switch using CallCoordinator for Windows:

1. Select the line from which you want to indicate your activity status (if it is different from the currently

selected line) by clicking on the corresponding telephone icon.

2. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

3. Click on Agent Activity.

The Activity window appears, as shown in Figure 17.

Figure 17. Activity Window—ROLM 9751 Switch

4. Click on the appropriate activity button to indicate your status, as follows:

Available, to indicate that you are ready to receive calls

Unavailable, to indicate that you are not ready to receive calls

When you click on one or the other, CallCoordinator for Windows displays a message box, as for

example:

Available Successful

5. Click on OK to remove the message box.

The checkmark moves to the selected button (for example, Available) to indicate your current

activity status.

Note: You can leave open the Activity window the entire time you are handling calls. This enables you

to quickly and easily change your status, as needed, by clicking on the appropriate activity button.

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How to Make Calls

You can make calls from the CCWin Dial Pad window. The telephone number is “dialed” by typing it in,

entering it at the dial pad, or selecting it from your Personal Directory or system directory.

Do the following to open the CCWin Dial Pad window:

Click on the Dial pushbutton on the CallCoordinator for Windows main window.

CallCoordinator for Windows displays the CCWin Dial Pad window (Figure 18 shows the CCWin Dial Pad

window with sample Personal Directory entries).

Figure 18. CCWin Dial Pad Window

Dialing a Number

Do the following to “dial” a number:

1. Click on the line that you want to use in the CallCoordinator for Windows main window (if you have

more than one line and the one you want is not selected).

2. Do one of the following:

Double-click on the name (of the person you want to call) in the directory displayed to the right

of the dial pad.

Type the number in the space below the dial pad, then click on Dial.

Click on each digit in the dial pad of the number you are calling (the number appears in the

space below the dial pad), then click on Dial.

If your telephone system switch requires a prefix (for example, to obtain an outside line), enter it

in the Dial Prefix box (located above the dial pad). You can enter up to three digits. Delete the

prefix after each call, unless you need it for the next call. (To delete it, select the Dial Prefix

box, and use the Backspace or Del key.)

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Notes:

1. If you inadvertently try to make a call on an active line, CallCoordinator for Windows displays the

message Line nnnn is not in correct state to make a call.

2. Use the ← (Backspace) or Del key for making corrections when entering a number to dial.

After dialing the number, the CallCoordinator for Windows main window reappears, displaying a message

next to the telephone icon for the selected line:

If the person you are calling is in the active directory (either the system directory or your Personal

Directory), CallCoordinator for Windows displays the person’s name. For example, the message dis-

played might be Dialing Summers Frank.

If the person you are calling is not in the active directory, CallCoordinator for Windows displays the

number you are calling. For example, the message displayed might be Dialing 2015551234.

You can begin talking once the call is answered, using your handset, headset, or speakerphone (if you

have one).

See “Selecting a Directory” on page 37 for more information about the CallCoordinator for Windows

directories.

Searching the Directory

You may have directories (personal and system) that contain dozens to hundreds of entries. Finding a

name among so many others can take time if you try to do it by scrolling through the directory to reach

the entry. To help you to quickly and easily locate an entry, CallCoordinator for Windows provides a fast

search capability in the CCWin Dial Pad window.

Do the following to quickly search the currently selected directory:

1. Enter the first two or three letters (of the last name) in the Search for: box (just above the directory).

As you are entering the letters, the directory automatically scrolls to the first entry that begins with

them. (Typically, CallCoordinator for Windows finds the exact entry that you want with just two to

three letters.)

2. If necessary, enter the next letter.

3. When the name you want to call is highlighted (that is, located), simply click on Dial or press the

Enter key to dial the number.

Keeping the Dial Pad Open

Normally, the CCWin Dial Pad window closes after you make a call, and the CallCoordinator for Windows

main window reappears; to make the next call you would have to access the CCWin Dial Pad window

again. If you want the Dial Pad available to you after each call you make, you can select the Keep Dial

Pad Open option. This enables you to make successive calls more quickly and conveniently.

To keep the dial pad available for making a series of calls, do the following:

1. Click on the Dial pushbutton on the CallCoordinator for Windows main window.

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The CCWin Dial Pad window appears.

2. Click on Actions on the CCWin Dial Pad window menu bar.

The Actions pull-down menu appears, as shown in Figure 19.

3. Click on Keep Dial Pad Open.

Figure 19. CCWin Dial Pad Window—Actions Pull-Down Menu

The CCWin Dial Pad window continues to be displayed after each call you make. To disable the Keep

Dial Pad Open feature, click on it again on the Actions pull-down menu. (A checkmark indicates whether

this feature is on.)

Selecting a Directory

To simplify making calls, you can use either of the following electronic directories from your CCWin Dial

Pad window: the system directory or your Personal Directory.

The system directory is set up by your system administrator and has a company-wide application. It

typically contains the names and numbers of all parties and entities that your company does busi-

ness with—for example, customers, suppliers, service providers, and so on. For information about

the system directory, see your system administrator.

Your Personal Directory is a directory that you can set up for your own calling needs. You can

include in it, for example, the names and numbers you call most frequently—personal numbers, such

as for schools and doctors; and job-related numbers, such as for other agents, certain customers,

technicians that service equipment in your area, and so on.

Note: You must first create your Personal Directory in order to have it available to use from the

CCWin Dial Pad window. For instructions on creating it, see “How to Create Your Personal

Directory” on page 87.

When you select a directory, the directory appears to the right of the dial pad, and remains there as your

working directory.

Do the following to select the directory you want to use when making calls:

1. Click on the Dial pushbutton to open the CCWin Dial Pad window.

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2. Click on Directory on the CCWin Dial Pad window menu bar.

The Directory pull-down menu appears, as shown in Figure 20.

3. Click on either System Directory or Personal Directory in the Directory pull-down menu.

Figure 20. CCWin Dial Pad Window—Directory Pull-Down Menu

CallCoordinator for Windows indicates which directory is the currently selected directory just below the

CCWin Dial Pad window menu bar. It remains in effect until you change to the other directory, using the

steps just described.

If you have more than one system directory available to you, do the following from the Directory pull-

down menu:

1. Click on Select System Directory.

The Open window appears.

2. Select the system directory you want from the File Name list box.

3. Click on OK.

Refreshing the Directories in the CCWin Dial Pad Window

When you make changes to your Personal Directory (which is done in the CCWin Personal Directory

window), or when the system administrator notifies you of an updated system directory, you must update

your version in the CCWin Dial Pad window. This is called a refresh.

Do the following to refresh either directory in the CCWin Dial Pad window:

1. Click on the Dial pushbutton to open the CCWin Dial Pad window.

2. Click on Directory on the CCWin Dial Pad window menu bar.

The Directory pull-down menu appears (see Figure 20).

3. Click on Personal Directory or System Directory to update the version in the CCWin Dial Pad

window.

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Updating Entries in Your Personal Directory

You can update entries in your Personal Directory from the CCWin Dial Pad window. Do the following:

1. Click on Directory.

The Directory pull-down menu appears.

2. Click on Update Personal Directory.

CallCoordinator for Windows displays the CCWin Personal Directory window (see Figure 52 on

page 88).

3. Click on the letter (in the row of letters below the menu bar) corresponding to the first letter (of the

last name) of the entry to be changed. (Use the scroll arrow to display the remaining letters if neces-

sary.) For example, to locate an entry beginning with the letter G, click on G.

CallCoordinator for Windows displays the entries beginning with that letter.

4. Click on the entry that you want to update. (Use the scroll arrows to scroll through the list if neces-

sary.)

CallCoordinator for Windows displays the entry.

5. Move to the appropriate box.

6. Make your changes using the ← (Backspace) or Del key to delete any characters, and enter any

new ones.

7. Click on Update or press Enter.

If you change your mind about updating this entry, click on Cancel. The entry will be cleared from

this window (but not from your Personal Directory).

In addition to updating, you can also add and remove Personal Directory entries from the CCWin Dial

Pad window. See “How to Create Your Personal Directory” on page 87 for complete instructions on

creating and maintaining your Personal Directory.

Selecting a HAT Table for Making Outbound Calls

Host Application Transaction (HAT) files are special files developed by your system administrator to

provide additional features to you through CallCoordinator for Windows. One such feature that can be

provided through HAT files is intelligent answering. For example, when your telephone rings, the HAT file

can instruct CallCoordinator for Windows to access your business database, locate the caller’s account,

and display the account data on your screen.

A similar capability can be provided for outbound calling; when you dial a number, the HAT file can

execute instructions to display the account data of the party you are calling. The data is in front of you

before the customer answers your call.

HAT files are made up of tables that contain different types of instructions for CallCoordinator for

Windows. When CallCoordinator for Windows was installed for you, your system administrator specified

what HAT tables are available for your use. You can, if applicable, select the HAT table designed for

outbound calls.

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Do the following to select a HAT table for making outbound calls:

1. Click on the Dial pushbutton to open the CCWin Dial Pad window.

2. Click on HAT on the CCWin Dial Pad window menu bar.

The HAT pull-down menu appears, as shown in Figure 21.

Figure 21. CCWin Dial Pad Window—HAT Pull-Down Menu

3. Click on Run HAT with Dial.

The CCWin Run HAT window appears, as shown in Figure 22.

Figure 22. CCWin Run HAT Window

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4. Scroll through the list of HAT table names in the Available HAT Names list box to find the one you

want, and click on it.

The table name that you select appears in the Currently Selected HAT box.

5. Click on OK.

The next time you access this window, the name of the last table you selected appears in the Currently

Selected HAT box.

The HAT table that you select performs the function that your system administrator intended for outbound

calling. The HAT table remains in effect until you change it, using the steps just described.

To stop using a HAT table when making calls, do the following:

1. Click on the Dial pushbutton to open the CCWin Dial Pad window.

2. Click on HAT on the CCWin Dial Pad window menu bar.

The HAT pull-down menu appears (see Figure 21 on page 40).

3. Click on Do not run HAT with Dial.

This selection stops the HAT table from running when making outbound calls.

Using Other Features after Dialing a Number

After you make a call, you can also use the following features from the CallCoordinator for Windows main

window:

Hang Up

Transfer

Click on Hang Up to hang up your telephone.

Click on Transfer to transfer a call.

Conference Click on Conference to set up a three-way conference call.

Hold

Click on Hold to place a caller on Hold.

Retrieve

Notes

Click on Retrieve to reconnect to a caller on Hold.

Click on Notes to use the note pad feature.

In the event a telephone feature is not available because your telephone system does not support it,

CallCoordinator for Windows displays the associated text, button, and icon in gray. You cannot select the

feature.

Using the Notes Feature

When you make a call, you can open the CallCoordinator for Windows note pad feature to take notes

while talking to the party you called. You can continue taking notes after hanging up. The notes that you

enter are stored by CallCoordinator for Windows.

Do the following to record a note during a telephone call:

1. Click on the Notes pushbutton.

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The CCWin Notes window appears (Figure 23 on page 42 shows the CCWin Notes window with a

sample note).

Figure 23. CCWin Notes Window

As can be seen in Figure 23, the CCWin Notes window is associated with the line selected for the

call. (The line number appears in the window title bar.) You can open up this window from each line

that you are using.

2. Enter your note in the Note box.

3. Enter a brief identifier for it in the Description box.

4. Click on Save.

CallCoordinator for Windows stores the note in the Call Log. When you open the Call Log, the Notes

column displays the description for the note. Double-click on the row to see the entire note.

You can edit the note after you open it in the Call Log; you can add more information, delete information,

and make any other edits. Use the ← (Backspace) or Del key for making corrections.

Note: You must be on a call to use the Notes feature (although you can continue entering notes after

hanging up). Otherwise, the Notes pushbutton is grayed out to indicate that it is inactive.

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How to Answer Calls

When your telephone rings, you can answer the call from the CallCoordinator for Windows main window.

Do the following to answer the call:

1. Click on the telephone icon for the ringing line in the CallCoordinator for Windows main window (if

you have more than one line and the ringing line is not currently selected).

Note: If all the other lines are idle, the ringing line is automatically selected.

2. Click on the Answer pushbutton on the CallCoordinator for Windows main window.

You can begin talking with the caller, using your handset, headset, or speakerphone (if you have one).

Check with your system administrator to see if the intelligent answering feature is implemented for your

use. If it is, CallCoordinator for Windows displays certain information about the caller when you answer

the call, such as (for example) the caller’s account data.

When answering a call, the CallCoordinator for Windows main window displays a message next to the

telephone icon for the selected line:

If the caller is in the system directory or your Personal Directory (whichever is currently selected),

CallCoordinator for Windows displays the caller’s name. For example, the message displayed might

be Call from Summers Frank.

If the caller is not in the currently selected directory, CallCoordinator for Windows displays the

caller’s telephone number. For example, the message displayed might be Call from 2015551212.

Note: CallCoordinator for Windows can display the caller’s number to you only if your telephone

system switch provides this information.

If your telephone system switch does not provide any caller information, CallCoordinator for Windows

displays Caller not identified. There is no caller identification of any kind.

Note: If you do not want the CallCoordinator for Windows main window to pop up whenever you receive

a call and you are working in another window, see “Displaying the CallCoordinator for Windows Main

Window on Inbound Calls” on page 20 for instructions.

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Using Other Features after Answering a Call

After you answer a call, you can also use the following features from the CallCoordinator for Windows

main window:

Hang Up

Transfer

Click on Hang Up to hang up your telephone.

Click on Transfer to transfer a call.

Conference Click on Conference to set up a three-way conference call.

Hold

Click on Hold to place a caller on Hold.

Retrieve

Notes

Click on Retrieve to reconnect to a caller on Hold.

Click on Notes to access the note pad feature.

In the event a telephone feature is not available because your telephone system does not support it,

CallCoordinator for Windows displays the associated text, button, and icon in gray. You cannot select the

feature.

Using the Notes Feature

When you answer a call, you can open the CallCoordinator for Windows note pad feature to take notes

while talking to the caller. You can continue taking notes after hanging up. The notes that you enter are

stored by CallCoordinator for Windows.

Do the following to record a note during a telephone call:

1. Click on the Notes pushbutton.

The CCWin Notes window appears (Figure 24 on page 45 shows the CCWin Notes window with a

sample note).

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Figure 24. CCWin Notes Window

As can be seen in Figure 24, the CCWin Notes window is associated with the line selected for the

call. (The line number appears in the window title bar.) You can open up this window from each line

that you are using.

2. Enter your note in the Note box.

3. Enter a brief identifier for it in the Description box.

4. Click on Save.

CallCoordinator for Windows stores the note in the Call Log. When you open the Call Log, the Notes

column displays the description. Double-click on the row to see the entire note.

You can edit the note after you open it in the Call Log; you can add more information, delete information,

and make any other edits. Use the ← (Backspace) or Del key for making corrections.

Note: You must be on a call to use the Notes feature (although you can continue entering notes after

hanging up). Otherwise, the Notes pushbutton is grayed out to indicate that it is inactive.

Chapter 3. Using the Telephone Features 45

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How to Transfer Calls and Data

CallCoordinator for Windows enables you to transfer calls and data, which is known as coordinated voice

and data transfer. You can also, as needed, transfer just the call or just the data. Do the following to

start a call and data transfer:

Click on the Transfer pushbutton on the CallCoordinator for Windows main window.

CallCoordinator for Windows displays the CCWin Transfer window (Figure 25 shows the CCWin Transfer

window with sample entries).

Figure 25. CCWin Transfer Window

You can simplify call and host data transfers for yourself by setting a few defaults in the CCWin Transfer

window. See “Selecting Your Defaults” on page 49 for instructions.

Transferring Calls and Data

You can transfer calls and data directly to another agent, or to the next available agent in an ACD group.

If the transfer is to an ACD group, the data is automatically held for the next available agent.

Do the following to transfer a call and data:

1. Enter the extension of the target agent or of the ACD group in the Target Agent box, using any of

the following methods:

Accept the default transfer number (which is the last extension you entered)

Click on the box, then type the extension into it (over any existing information)

Click on the scroll arrow to display the current directory, scroll through the list, and click on the

name and extension that you want. The name and extension appear in the Target Agent box.

2. Optionally, click on the Comment for Target Agent box, and enter a comment in it.

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You may find this feature most useful when transferring to an ACD group in that it enables you to

leave a comment for the next available agent. You can enter up to 254 characters (the box scrolls).

Your comment appears on the target agent’s or the next available agent’s window, next to the tele-

phone icon. (If the target agent has more than one line, the comment appears next to the telephone

icon for the line they have selected.)

Note: You cannot enter a comment in the Comment for Target Agent box if you select the Send

Host Screen Image option. See step 4.

3. If necessary, click on the Customer ID box, and change the customer identification in it.

This box usually contains any customer identification information that has been collected by

CallCoordinator for Windows (such as a telephone number, account number, and so on). You may

need to change it if, for example, the caller calls from a different location than usual, such as from a

mobile phone or public telephone (CallCoordinator for Windows cannot match the caller’s number to

the customer ID in these cases).

Note: Skip the next step if you do not plan to transfer data, and go on to step 5.

4. Optionally, to transfer host data (with or without the call), do the following:

a. Click on Defaults on the CCWin Transfer window menu bar.

The Defaults pull-down menu appears.

b. Click on Data on the Defaults pull-down menu.

The Data pull-down menu appears, as shown in Figure 26.

Figure 26. CCWin Transfer Window—Data Pull-Down Menu

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c. Do one of the following:

Click on Update Target Host Screen to set the target agent’s screen to the same screen

you are looking at. Once the target agent has the new screen on their computer, the target

agent can make changes to the data in it. (Depending on how your system administrator

implemented HAT files, the screen set for the target agent may, for example, be the first

application screen or the last one you worked on. In either case, the target agent can

resume working with the caller’s data after the transfer.)

Click on Send Host Screen Image to send a read-only image of your screen to the target

agent. In this type of transfer, the target agent can only view the data transmitted by you.

Note: You cannot enter a comment in the Comment for Target Agent box if you select

the Send Host Screen Image option.

d. Do the following to select the host session:

1) Click on Defaults on the CCWin Transfer window menu bar.

The Defaults pull-down menu appears.

2) Click on Host Session on the Defaults pull-down menu.

The Host Session box appears.

3) Select the session by scrolling through the list and clicking on the session you want.

e. If you are only sending data, click on the Send Data Only pushbutton. The transfer is complete

at this point. Skip the next step.

Note: If you are sending data only, CallCoordinator for Windows displays a message box to the

other agent asking the following question:

Data received from extension nnnn.

Do you wish to accept the data?

The target agent can decline the request, in which case the data is discarded. This message is

useful in situations where the target agent already has data on the screen.

5. Click on the Transfer pushbutton to transfer the call or both the call and data.

Note: If you are including data with the call transfer, the data is sent immediately when you click on

Transfer.

This step connects you to the target agent, and the caller is placed on Hold. CallCoordinator for

Windows displays the message Call on Hold.

You can consult with the agent before completing the transfer. If the target agent is busy with

another call, reconnect yourself with the caller by clicking on Cancel. (This option may not be avail-

able on your telephone system switch. You may have to use your telephone to manually reconnect

yourself to the caller.)

6. Click on the Complete pushbutton to complete the call transfer.

Note: If you are transferring to an ACD group, click on the Complete pushbutton immediately to

complete the transfer (that is, right after clicking on Transfer).

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When a call is transferred, CallCoordinator for Windows displays the following message at the bottom of

the target agent’s window:

Call from Summers Frank. Transferred from Mike.

The first name in the message (Summers Frank) is the name of the person being transferred (if that name

is in the currently selected directory; otherwise, the telephone number is displayed). The second name

(Mike) is the name of the agent transferring the call (if the agent is in the currently selected directory;

otherwise, the extension is given instead of the name).

Selecting Your Defaults

You can simplify call and data transfers for yourself by setting a few defaults. The following defaults are

available for you to set:

The type of data to transfer; see “Data Default for Transfers” for more information.

A default telephone directory; see “Default Directory for Transfers” on page 50 for more information.

A default transfer number; see “Default Transfer Number” on page 50 for more information.

A default host session; see “Default Host Session” on page 51 for more information.

Note: When you exit CallCoordinator for Windows, any defaults that you set are lost. To use them

again, you must reset them.

Data Default for Transfers: You can select either of the following data options as your default:

Update Target Host Screen, which causes the target agent’s screen to be the same as yours when

you initiate the transfer; the other agent can update the data with this option, thus enabling the agent

to take over the transaction with the caller

Send Host Screen Image, which will display a copy of your current host screen on the target

agent’s screen when you initiate the transfer; with this option, however, the other agent can only view

the data.

If you regularly (or only) send one type of data, you can establish it as your default (and avoid having to

specify it each time you transfer data). Do the following to set your data default:

1. Click on the Transfer pushbutton to open the CCWin Transfer window.

2. Click on Defaults on the menu bar.

The Defaults pull-down menu appears.

3. Click on Data on the Defaults pull-down menu.

4. Do one of the following:

Click on Update Target Host Screen

Click on Send Host Screen Image

If you do not have a need to send host data, click on No Host Data to establish this option as your

default.

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Default Directory for Transfers: You can set the system directory or Personal Directory as

your default directory for call and data transfers.

The directory you select should contain the names and extensions of the agents you work with, as well

as certain departments or groups in your company. This enables you to quickly find an extension of an

agent or department when you need to transfer a call.

Do the following to select a default directory:

1. Click on the Transfer pushbutton to open the CCWin Transfer window.

2. Click on Directory on the menu bar.

The Directory pull-down menu appears, as shown in Figure 27.

Figure 27. CCWin Transfer Window—Directory Pull-Down Menu

3. Click on either System Directory or Personal Directory in the Directory pull-down menu.

CallCoordinator for Windows indicates which is the currently selected directory just below the CCWin

Transfer window menu bar. It remains in effect until you change to the other directory, using the steps

just described.

If you have more than one system directory available to you, do the following from the Directory pull-

down menu:

1. Click on Select System Directory.

The Open window appears.

2. Select the system directory you want from the File Name list box.

3. Click on OK.

Default Transfer Number: CallCoordinator for Windows keeps the last extension you entered in

the Target Agent box. If you always transfer to the same person (or department), that extension

becomes, in effect, the default transfer number. You do not have to enter the number again when you

transfer calls or data.

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If your company has an ACD group, you may want to use the extension of a department as the default

transfer number. Then, when transferring a call (with or without data), you can add a comment that will

be seen by the next available agent in that department. This enables you to communicate with the other

agent even though you cannot do it directly.

Default Host Session: You can set one host session as your default. It should be the session

that you use when you transfer data. Do the following to establish the default host session:

1. Click on the Transfer pushbutton to open the CCWin Transfer window.

2. Click on Defaults.

The Defaults pull-down menu appears.

3. Click on Host Session on the Defaults pull-down menu.

The Host Session box appears.

4. Select the session by scrolling through the list and clicking on the session you want.

Refreshing the Directories in the CCWin Transfer Window

When you make changes to your Personal Directory (which is done in the CCWin Personal Directory

window), or when the system administrator notifies you of an updated system directory, you must update

your version in the CCWin Transfer window. This is called a refresh.

Do the following to refresh either directory in the CCWin Transfer window:

1. Click on the Transfer pushbutton to open the CCWin Transfer window.

2. Click on Directory on the CCWin Transfer window menu bar.

The Directory pull-down menu appears.

3. Click on Personal Directory or System Directory to update the version in the CCWin Transfer

window.

Updating Entries in Your Personal Directory

You can update entries in your Personal Directory from the CCWin Transfer window. Do the following:

1. Click on Directory.

The Directory pull-down menu appears.

2. Click on Update Personal Directory.

CallCoordinator for Windows displays the CCWin Personal Directory window (see Figure 52 on

page 88).

3. Click on the letter (in the row of letters below the menu bar) corresponding to the first letter (of the

last name) of the entry to be changed. (Use the scroll arrow to display the remaining letters if neces-

sary.) For example, to locate an entry beginning with the letter G, click on G.

CallCoordinator for Windows displays the entries beginning with that letter.

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4. Click on the entry that you want to update. (Use the scroll arrows to scroll through the list if neces-

sary.)

CallCoordinator for Windows displays the entry.

5. Move to the appropriate box.

6. Make your changes using the ← (Backspace) or Del key to delete any characters, and enter any

new ones.

7. Click on Update or press Enter.

If you change your mind about updating this entry, click on Cancel. The entry will be cleared from

this window (but not from your Personal Directory).

In addition to updating, you can also add and remove Personal Directory entries from the CCWin

Transfer window. See “How to Create Your Personal Directory” on page 87 for complete instructions on

creating and maintaining your Personal Directory.

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How to Set Up Three-Way Conference Calls

CallCoordinator for Windows enables you to set up three-way conference calls, including transferring data

into the conference (known as a coordinated voice and data transfer). Do the following to start a

three-way conference call:

Click on the Conference pushbutton on the CallCoordinator for Windows main window.

CallCoordinator for Windows displays the CCWin Conference window (Figure 28 shows the CCWin Con-

ference window with sample entries).

Figure 28. CCWin Conference Window

You can simplify making conference calls for yourself by setting a few defaults in the CCWin Conference

window. See “Selecting Your Defaults” on page 55 for instructions.

Setting Up Three-Way Conference Calls

Do the following to set up a three-way conference call:

1. Enter the target agent’s extension in the Target Agent box, using any of the following methods:

Accept the default transfer number (which is the last extension you entered)

Click on the box, and type the extension into it (over any existing information)

Click on the scroll arrow to display the current directory, scroll through the list, and click on the

name and extension that you want. The name and extension appear in the Target Agent box.

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2. Optionally, click on the Comment for Target Agent box, and enter a comment in it.

You can enter up to 254 characters (the box scrolls). Your comment appears on the target agent’s

window, next to the telephone icon. (If the target agent has more than one line, the comment

appears next to the telephone icon for the line they have selected.)

Note: You cannot enter a comment in the Comment for Target Agent box if you select the Send

Host Screen Image option. See Step 4.

3. If necessary, click on the Customer ID box, and change the customer identification in it.

This box usually contains any customer identification information that has been collected by

CallCoordinator for Windows (such as a telephone number, account number, and so on). You may

need to change it if, for example, the caller calls from a different location than usual, such as from a

mobile phone or public telephone (CallCoordinator for Windows cannot match the caller’s number to

the customer ID in these cases).

Note: Skip the next step if you do not plan to transfer data into the three-way conference call. Go

on to Step 5.

4. Optionally, to send host data for the three-way conference call, do the following:

a. Click on Defaults on the CCWin Conference window menu bar.

The Defaults pull-down menu appears.

b. Click on Data on the Defaults pull-down menu.

The Data pull-down menu appears, as shown in Figure 29.

Figure 29. CCWin Conference Window—Data Pull-Down Menu

c. Do one of the following:

Click on Update Target Host Screen to set the other agent’s screen to the same screen

you are looking at. Once the other agent has the new screen on their computer, the other

agent can make changes to the data in it. (Depending on how your system administrator

implemented HAT files, the screen set for the other agent may, for example, be the first

application screen or the last one that you worked on. In either case, the other agent can

resume working with the caller’s data after the transfer.)

Click on Send Host Screen Image to send a read-only image of your screen to the other

agent. In this type of transfer, the other agent can only view the data transmitted by you.

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Note: You cannot enter a comment in the Comment for Target Agent box if you select

the Send Host Screen Image option.

d. Do the following to select the host session:

1) Click on Defaults on the CCWin Conference window menu bar.

The Defaults pull-down menu appears.

2) Click on Host Session on the Defaults pull-down menu.

The Host Session box appears.

3) Select the session by scrolling through the list and clicking on the session you want.

5. Click on the Conference pushbutton.

Note: When transferring data into a three-way conference call, the data is sent at this step, even

though the call has not been conferenced yet.

This step connects you to the other agent, and the caller is placed on Hold. CallCoordinator for

Windows displays the message Call on Hold.

You can consult with the agent before connecting the caller. If the other agent is busy with another

call, reconnect yourself with the caller by clicking on Cancel. (If this option is not available on your

telephone system switch, use your telephone to manually reconnect yourself to the caller.)

6. Click on Complete to complete the three-way conference call.

CallCoordinator for Windows displays the message Call on Conference.

Selecting Your Defaults

You can simplify conferencing calls and data for yourself by setting a few defaults. The following defaults

are available for you to set:

The type of data to transfer; see “Data Default for Three-Way Conference Calls” on page 56 for

more information.

A default telephone directory; see “Default Directory for Three-Way Conference Calls” on page 56

for more information.

A default conference number; see “Default Conference Number” on page 57 for more information.

A default host session; see “Default Host Session” on page 57 for more information.

Note: When you exit CallCoordinator for Windows, any defaults that you set are lost. To use them

again, you must reset them.

Chapter 3. Using the Telephone Features 55

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Data Default for Three-Way Conference Calls: You can select either of the following data

options as your default:

Update Target Host Screen, which causes the target agent’s screen to be the same as yours when

you initiate the conference; the other agent can update the data with this option, thus enabling the

agent to take over the transaction with the caller

Send Host Screen Image, which will display a copy of your current host screen on the target

agent’s screen when you initiate the conference; with this option, however, the other agent can only

view the data.

If you regularly (or only) send one type of data, you can establish it as your default (and avoid having to

specify it each time you conference data).

Do the following to set your data default:

1. Click on the Conference pushbutton to open the CCWin Conference window.

2. Click on Defaults on the menu bar.

The Defaults pull-down menu appears.

3. Click on Data on the Defaults pull-down menu.

4. Do one of the following:

Click on Update Target Host Screen

Click on Send Host Screen Image

If you do not have a need to send host data, click on No Host Data to establish this option as your

default.

Default Directory for Three-Way Conference Calls: You can set the system directory or

Personal Directory as your default directory for setting up three-way conference calls.

The directory you select should contain the names and extensions of the agents you work with, as well

as certain departments or groups in your company. This enables you to quickly find an extension for an

agent or department when you need to set up a three-way conference call.

Do the following to set a default directory:

1. Click on the Conference pushbutton to open the CCWin Conference window.

2. Click on Directory on the CCWin Conference window menu bar.

The Directory pull-down menu appears, as shown in Figure 30 on page 57.

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Figure 30. CCWin Conference Window—Directory Pull-Down Menu

3. Click on either System Directory or Personal Directory in the Directory pull-down menu.

CallCoordinator for Windows indicates which is the currently selected directory just below the CCWin

Conference window menu bar. It remains in effect until you change to the other directory, using the

steps just described.

If you have more than one system directory available to you, do the following from the Directory pull-

down menu:

1. Click on Select System Directory.

The Open window appears.

2. Select the system directory you want from the File Name list box.

3. Click on OK.

Default Conference Number: CallCoordinator for Windows keeps the last extension you

entered in the Target Agent box. If you always conference with the same person (or department), that

extension becomes, in effect, the default conference number. You do not have to enter the number

again when you set up three-way conference calls.

Default Host Session: You can set one host session as your default. It should be the session

that you use when you transfer data during three-way conference calls. Do the following to set the

default host session:

1. Click on the Conference pushbutton to open the CCWin Conference window.

2. Click on Defaults.

The Defaults pull-down menu appears.

3. Click on Host Session on the Defaults pull-down menu.

The Host Session box appears.

4. Select the session by scrolling through the list and clicking on the session you want.

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Refreshing the Directories in the CCWin Conference Window

When you make changes to your Personal Directory (which is done in the CCWin Personal Directory

window), or when the system administrator notifies you of an updated system directory, you must update

the version in the CCWin Conference window. This is called a refresh.

Do the following to refresh either directory in the CCWin Conference window:

1. Click on the Conference pushbutton to open the CCWin Conference window.

2. Click on Directory on the CCWin Conference window menu bar.

The Directory pull-down menu appears.

3. Click on Personal Directory or System Directory to update the version in the CCWin Conference

window.

Updating Entries in Your Personal Directory

You can update entries in your Personal Directory from the CCWin Conference window. Do the fol-

lowing:

1. Click on Directory.

The Directory pull-down menu appears.

2. Click on Update Personal Directory.

CallCoordinator for Windows displays the CCWin Personal Directory window (see Figure 52 on

page 88).

3. Click on the letter (in the row of letters below the menu bar) corresponding to the first letter (of the

last name) of the entry to be changed. (Use the scroll arrow to display the remaining letters if neces-

sary.) For example, to locate an entry beginning with the letter G, click on G.

CallCoordinator for Windows displays the entries beginning with that letter.

4. Click on the entry that you want to update. (Use the scroll arrows to scroll through the list if neces-

sary.)

CallCoordinator for Windows displays the entry.

5. Move to the appropriate box.

6. Make your changes using the ← (Backspace) or Del key to delete any characters, and enter any

new ones.

7. Click on Update or press Enter.

If you change your mind about updating this entry, click on Cancel. The entry will be cleared from

this window (but not from your Personal Directory).

In addition to updating, you can also add and remove Personal Directory entries from the CCWin Confer-

ence window. See “How to Create Your Personal Directory” on page 87 for complete instructions on

creating and maintaining your Personal Directory.

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Chapter 4. Using the Call Log and Creating Your Personal

Directory

This chapter describes how to use the Call Log and how to create and maintain your Personal Directory.

It is organized as follows:

“Accessing the Call Log and Personal Directory Features” on page 60 describes how to access

these features from the pushbuttons and menu bar on the CallCoordinator for Windows main

window.

“How to Use the Call Log” on page 63 describes how to use the Call Log feature.

“How to Create Your Personal Directory” on page 87 describes how to create and maintain your

Personal Directory.

Note: This chapter explains how to use these features using your mouse. If you want to use your

keyboard, see “Making Selections Using Your Keyboard” on page 12 for instructions.

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Accessing the Call Log and Personal Directory Features

CallCoordinator for Windows is installed for you by your system administrator. When you start

CallCoordinator for Windows, it displays a window that has a menu bar and a row of pushbuttons below

it. If you have not started CallCoordinator for Windows yet, do the following:

1. Start your Windows session.

2. Click on the CallCoordinator for Windows icon in the Program Manager window.

The CallCoordinator for Windows group window appears.

3. Double-click on CCWin System.

The CallCoordinator for Windows main window appears. It has a menu bar, a row of pushbuttons,

and at least one telephone icon for status messages.

Note: If you have more than one line on your telephone set, the corresponding number of tele-

phone icons are displayed (up to four) if your system administrator configured your computer for that

number. For example, if you have four lines, and your system administrator configured all four, your

CallCoordinator for Windows main window will show four telephone icons (as shown in Figure 31).

See “Status Messages” on page 10 and “Setting the Colors for the Telephone Icons” on page 21 for

more information about the icons.

Figure 31. CallCoordinator for Windows Main Window—Call Log Pushbutton

The CallCoordinator for Windows Call Log can be accessed from the pushbutton or from the Features

pull-down menu; the Personal Directory can be accessed from the Features pull-down menu, and from

the CCWin Dial Pad, CCWin Transfer, and CCWin Conference windows.

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Using the Pushbutton

The Call Log pushbutton enables you to access the Call Log feature (see Figure 31); just click on the

pushbutton using your mouse.

Using the Features Pull-Down Menu

The Call Log and Personal Directory are available from the Features pull-down menu on the

CallCoordinator for Windows menu bar.

To open them from the Features pull-down menu, do the following:

Click on Features.

When selected, Features displays a pull-down menu of the following items (see Figure 32 on page 62):

Update Personal Directory

Enables you to access the Personal Directory feature

Note Pad

Display Call Log

Enables you to display the Call Log

Enable Call Logging

Enables you to activate or deactivate the Call Log feature

Enables you to access the Note Pad feature

Logon/Logoff

Enables you to log on or log off your telephone system switch.

Agent Activity

Enables you to indicate your status to your telephone system switch.

Note: The last two menu items appear only if you have certain telephone system switches. See “How

to Log on to Your Switch” on page 30 and “How to Indicate Your Activity Status” on page 32 for more

information.

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Figure 32. CallCoordinator for Windows Main Window—Features Pull-down Menu

Instructions for using the Call Log and Personal Directory features are presented in this chapter for use

with your mouse. If you prefer to use your keyboard, see “Making Selections Using Your Keyboard” on

page 12.

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How to Use the Call Log

The CallCoordinator for Windows Call Log feature automatically collects (logs) data about each call you

receive, make, and even miss. It records the date and time of the call, the called or calling party, the

phone number, the call duration, and any notes you made about the call. All of this data makes up your

Call Log. When you open it, CallCoordinator for Windows presents a view of this data, which is com-

posed of seven columns (date, time, party, and so on). You can tailor your view of the Call Log by

specifying which columns of data you want.

Enabling the Call Log

You must enable the Call Log feature in order for CallCoordinator for Windows to track your call activity.

Do the following to enable the Call Log:

1. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

2. Click on Enable Call Logging to enable the Call Log (see Figure 33).

When you next access this pull-down menu, you will see a checkmark next to Enable Call Logging,

which indicates that the Call Log is enabled. Your call activity will be logged.

Figure 33. Enabling the Call Log

You can also enable the Call Log by clicking on the Call Log pushbutton on the CallCoordinator for

Windows main window.

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If you choose not to use the Call Log, you can disable it. Do the following to disable the Call Log:

1. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

2. Click on Enable Call Logging to disable the Call Log.

When you next access this pull-down menu, you will see that the checkmark next to Enable Call

Logging is gone. Your call activity will not be logged.

Opening the Call Log

Do one of the following to open the Call Log:

Click on the Call Log pushbutton on the CallCoordinator for Windows main window.

Click on Features on the CallCoordinator for Windows menu bar, then click on Display Call Log.

CallCoordinator for Windows displays the CCWin Call Log window (Figure 34 shows the CCWin Call Log

window with sample Call Log entries).

Figure 34. CCWin Call Log Window

The CCWin Call Log window displays information about your telephone activity on a call-by-call basis.

For each call, it shows the following information:

Date of the call

Time of the call

Type of call (outgoing, incoming, or missed)

Name or number of the Party that called you or that you called (the name is displayed if the party is

in the currently selected directory; otherwise the number is displayed)

Phone number of the caller or called party

Duration of the call

Short description of any Notes about the call

Note: Use the → scroll arrow to scroll the view in order to see the Notes column.

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You can scroll through the Call Log entries using the scroll arrows (↓↑).

Note: If you have not had any call activity as yet, the columns will be empty.

The pushbuttons in the CCWin Call Log window give you complete control over the Call Log

information—for example, you can sort it, print it, delete it, and more. The following pushbuttons are

available:

Settings

Enables you to use the Call Log information in different ways

Enables you to print the Call Log

Delete Call Enables you to delete a Call Log entry

Clear Log

Save File

Enables you to clear the contents of the Call Log

Enables you to save the Call Log to a file

Opening Notes in the Call Log

You can take notes while on a call using the CallCoordinator for Windows Notes feature. You can take

notes after answering or making a call, and after completing a call. You enter the notes in the CCWin

Notes window, and provide a short description to serve as an identifier. (For instructions on taking notes,

see “Adding Notes to the Call Log.”) Each note that you take for a call is stored with the other Call Log

information.

Any notes that you have taken about a call can be opened in the Call Log. Do the following to open a

note in the Call Log:

1. Click on the Call Log pushbutton on the CallCoordinator for Windows main window.

The CCWin Call Log window appears (shown in Figure 34 on page 64).

2. Double-click on the row of the entry that you want to open the note for. (Look in the Notes column in

the CCWin Call Log window to locate the description for the note.)

The CCWin Notes window appears, displaying the note.

Once the note is opened, you can edit it. You can add more information, delete information, and make

any other edits. Use the ← (Backspace) or Del key for making any corrections.

Adding Notes to the Call Log

You can also add notes to Call Log entries that do not have notes. For example, if you could not take a

note with the caller on the line, or if you want to leave a reminder for yourself about any particular call,

you can add the note when you are ready. Do the following to add a note:

1. Click on the Call Log pushbutton on the CallCoordinator for Windows main window.

The CCWin Call Log window appears (shown in Figure 34 on page 64).

2. Double-click on the row of the entry that you want to add the note for.

The CCWin Notes window appears.

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3. Enter your note in the Note box.

4. Enter a brief identifier for it in the Description box.

5. Click on Save.

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Managing the Call Log Information—Settings Feature

The Call Log is intended to give you information that you may find useful in your job. You can work with

this information in a number of ways through its Settings feature. Through this feature, for example, you

can sort your Call Log data by the column (of information) that is of the most interest to you.

Do the following to access the Call Log settings feature:

1. Click on the Call Log pushbutton on the CallCoordinator for Windows main window.

CallCoordinator for Windows displays the CCWin Call Log window.

2. Click on the Settings pushbutton.

CallCoordinator for Windows displays the Log Settings window, arranged as a series of folders with

labeled tabs (see Figure 35).

Figure 35. Log Settings Window

3. You can select one of the following settings:

View, to specify which columns of Call Log information you want displayed in your Call Log

window; see “Setting the View” on page 68 for instructions.

Sort, to sort the Call Log information by column, in ascending or descending order; see “Sorting

the Call Log” on page 69 for instructions.

Filter, to display only certain Call Log information; see “Setting the Filter” on page 71 for

instructions.

Overflow, to send Call Log entries that exceed a pre-specified limit to a file; see “Setting the

Overflow” on page 80 for instructions.

Toolbar, to specify whether the toolbar in the CCWin Call Log window shows text only, icons

only, text and icons, or to specify no toolbar at all; see “Setting the Toolbar” on page 82 for

instructions.

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Setting the View: The View setting enables you to specify which columns of information are dis-

played when you open your Call Log. The default view consists of the following seven columns of infor-

mation: Date, Time, Type (for example, outgoing call), Party (the caller’s or called party’s name), Phone

Number, Duration, and Notes.

You can exclude one or more of these columns from your view of the Call Log (at minimum, one column

must remain). For example, you may only be interested in a Call Log view that displays the Date, Time,

Party, and Notes.

Do the following to set the view:

1. Click on the View tab from the Log Settings window.

CallCoordinator for Windows displays the View folder, as shown in Figure 36.

Figure 36. Log Settings View Folder

2. Do the following to specify the view:

a. Define the call information you do not want (if any) by clicking on the column (Date, Duration,

Party, Phone Number, Time, Type, or Notes) in the Included Columns box.

b. Click on the Exclude button to move the highlighted column to the Excluded Columns box.

The columns remaining in the Included Columns box are the ones that you will see when you

open the Call Log window.

c. Repeat these steps for each column you do not want (if any).

If you change your mind, highlight the column in the Excluded Columns box, and click on the

Include button. It will reappear in the Included Columns box.

3. Close the window (using the Windows control menu) to save the view.

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Sorting the Call Log: The Sort setting enables you to sort your Call Log data. You can sort it by

column (for example, Type) in ascending or descending order.

Do the following to access the Sort setting:

1. Click on the Sort tab from the Log Settings window.

CallCoordinator for Windows displays the Sort folder, as shown in Figure 37.

Figure 37. Log Settings Sort Folder

2. Do the following to sort the data:

a. Define the call information you want to use as your sort criterion by clicking on the column

(Date, Duration, Party, Phone Number, Time, or Type) in the Unsorted Columns box.

b. Click on the Sort button to move the highlighted column to the Sorted Columns box.

If you change your mind, highlight the column in the Sorted Columns box, and click on the

Unsort button. It will reappear in the Unsorted Columns box.

Note: You can sort on only one column at a time.

c. Click on one of the following radio buttons:

Ascending if you want the data sorted in ascending order

Descending if you want the data sorted in descending order

3. Close the window (using the Windows control menu) to save the sorted information.

CallCoordinator for Windows will sort the call data by the selected column in ascending or descending

order. For example, if you select the Party column, in ascending order, this sort criterion arranges all of

your Call Log data by the calling and called parties, in alphabetical order. As a result, you will have a list

of Call Log activity that quickly shows you, for example, who called you; however, you lose the chrono-

logical order of the calls for the Call Log.

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Note: The Call Log keeps the sort order that you specified. New entries are added to the Call Log, then

automatically resorted. To return the Call Log to its original order, you must unsort the Call Log (by

clicking on the Unsort button for the column in the Sorted Columns box).

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Setting the Filter: The Call Log collects complete data about each of your calls (even if you

exclude one or more columns from your view). Sometimes you will want to limit the data that is dis-

played when you view the Call Log. The Filter setting enables you to filter the log entries so that only

the entries that meet the criteria you specify are displayed in the Call Log. For example, you can filter

through only missed calls from the Type column (that is, excluding incoming and outgoing calls).

Note: The Filter setting is different from the View setting in that it affects the data within a column.

View, on the other hand, affects entire columns. The filters that you set work with both the Sort and the

View settings for the Call Log.

Do the following to access the Filter setting:

1. Click on the Filter tab from the Log Settings window.

CallCoordinator for Windows displays the Filter folder, as shown in Figure 38.

Figure 38. Log Settings Filter Folder

2. Do the following to filter the Call Log data for sorting and viewing:

a. Click on the column (Date, Party, Phone Number, Time, Type, or Notes) you want to filter in the

Unfiltered Columns box.

b. Click on the Filter button to move the column into the Filtered Columns box. You can include

as many columns as you want, but you can only filter one at a time.

If you change your mind, highlight the column in the Filtered Columns box, and click on the

Unfilter button. The column will reappear in the Unfiltered Columns box.

When the Filtered Columns box contains an entry, the Edit Filter box becomes operational.

c. Click on the column you want to filter in the Filtered Columns box.

d. Click on Edit Filter.

CallCoordinator for Windows displays a filter window for the column you selected.

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The sections that follow describe how to filter the Date, Party, Phone Number, Time, Type, and

Notes columns.

Note: Unlike the Sort setting, you can use multiple Filter settings to refine the data you want

as your output. For example, you can include three columns in the Filtered Columns

box. You can then filter each one separately. When you close the Log Settings window,

the three filters that you applied cumulatively filter the Call Log data.

After setting filters for the Call Log, new entries that do not meet the filter criteria will not

be displayed in it. To return the Call Log to its original state, you must unfilter the Call

Log (by clicking on the Unfilter button for the columns in the Filtered Columns box).

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Filtering the Type Column: If you are filtering the Type column, the Edit Filter box displays the Filter

Type box (see Figure 39), with the following call types:

Incoming calls

Outgoing calls

Missed calls

Incoming and outgoing calls

Incoming and missed calls

Outgoing and missed calls

Do the following to filter the Type column:

1. Click on the type you want to filter and click on OK.

The type you select is for the calls that you want to see.

Figure 39. Call Log Filter Type Box

CallCoordinator for Windows displays a message box with the following message:

Filter Criteria accepted for Type.

2. Click on OK.

3. Close the window, using the Windows control menu.

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Filtering the Date Column: If you are filtering the Date column, the Edit Filter box displays the Filter

Date box (see Figure 40).

Do the following to filter the Date column:

1. Click on Before or After.

2. Enter a date in the Enter Date box, as follows:

Double-click on each box to highlight it, then enter the month, day, or year

Double-click on each box to highlight it, then use the spin buttons to set the month, day, and

year.

3. Click on OK.

Figure 40. Call Log Filter Date Box

CallCoordinator for Windows displays a message box with the following message:

Filter Criteria accepted for Date.

4. Click on OK.

5. Close the window, using the Windows control menu.

This filter enables you to filter through all entries that are recorded before or after the date you specify.

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Filtering the Time Column: If you are filtering the Time column, the Edit Filter box displays the Filter

Time box (see Figure 41).

Do the following to filter the Time column:

1. Click on Before or After.

2. Enter a time in the Enter Time box, as follows:

Double-click on each box to highlight it, then enter the hour or minute (and seconds if you need

to)

Double-click on each box to highlight it, then use the spin buttons to set the hour or minute (and

seconds if you need to).

3. Click on AM or PM.

4. Click on OK.

Figure 41. Call Log Filter Time Box

CallCoordinator for Windows displays a message box with the following message:

Filter Criteria accepted for Time.

5. Click on OK.

6. Close the window, using the Windows control menu.

This filter enables you to filter through all entries that are recorded before or after the time you specify.

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Filtering the Party Column: If you are filtering the Party column, the Edit Filter box displays the Filter

Party box (see Figure 42).

Do the following to filter the Party column:

1. Enter the name in the Filter box.

The name should be entered as shown in the Call Log.

2. Click on OK.

Figure 42. Call Log Filter Party Box

CallCoordinator for Windows displays a message box with the following message:

Filter Criteria accepted for Party.

3. Click on OK.

4. Close the window, using the Windows control menu.

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Filtering the Phone Number Column: If you are filtering the Phone Number column, the Edit Filter

box displays the Filter Phone Number box (see Figure 43).

Do the following to filter the Phone Number column:

1. Enter the phone number in the Filter box.

Note: Enter just the digits of the number. Do not use hyphens or parentheses as delimiters (for

example, do not enter 201-555-1234).

2. Click on OK.

Figure 43. Call Log Filter Phone Number Box

CallCoordinator for Windows displays a message box with the following message:

Filter Criteria accepted for Phone Number.

3. Click on OK.

4. Close the window, using the Windows control menu.

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Filtering the Notes Column: If you are filtering the Notes column, the Edit Filter box displays the

Filter Notes box (see Figure 44).

Do the following to filter the Notes column:

1. Enter the description of the note in the Filter box.

The description should match the descriptions entered in the CCWin Notes window.

2. Click on OK.

Figure 44. Call Log Filter Notes Box

CallCoordinator for Windows displays a message box with the following message:

Filter Criteria accepted for Notes.

3. Click on OK.

4. Close the window, using the Windows control menu.

You may find filtering your notes useful for certain situations. For example, if you enter “call back” (in the

Description box of the CCWin Notes window) to remind yourself to follow up on certain calls, you can

filter through all such calls in your Call Log. Your filtered output will list all the persons that you need to

call back.

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Using the View, Sort, and Filter Settings Together

You can use the view, sort, and filter settings together to further refine the output shown in your Call Log.

For example:

Use the view feature to exclude all columns except for Party, Date, and Time.

Use the sort feature to sort on Date.

Use the filter feature to retain only missed calls (from the Type column).

Your Call Log view, as a result, will consist of a list of missed calls, ordered by Date, but showing only

who the calling party was, and the date and time of the missed calls. You can then print this output.

Note: You can sort on a certain column but choose not to display it in your view. In the example just

described, even though Date was the sort column, you can exclude this column from your view if you

look at this kind of information each day. Your Call Log will then display the missed calls, but only show

who the calling parties were and the time of the missed calls.

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Setting the Overflow: The Overflow setting enables you to specify the maximum number of Call

Log entries that you want logged on an ongoing basis. This number is the overflow threshold. You can

also specify a file, the overflow file, to store any entries that exceed the maximum number.

Do the following to specify the overflow threshold and the overflow file:

1. Click on the Overflow tab from the Log Settings window.

CallCoordinator for Windows displays the Overflow folder (Figure 45 shows the Overflow folder with

a sample filename).

Figure 45. Log Settings Overflow Folder

2. Specify the maximum number of entries you want logged on an ongoing basis in the Overflow

Threshold box, as follows:

Double-click on the box to highlight it, and enter a number

Use the spin buttons to increase or decrease the current number.

Note: The maximum number of entries that can be set as the overflow threshold is 200.

3. Enter the filename in the Overflow File box of the file that will store overflow entries.

You can use any filename and extension as long as it conforms to DOS filename conventions.

4. Click on the Active box to specify that overflow entries are to be saved to the overflow file.

Note: If this box is not selected, overflow entries may be lost. CallCoordinator for Windows deletes

the oldest entries (once the overflow threshold is reached) and keeps the most recent on an ongoing

basis.

5. Close the window, using the Windows control menu, to save the overflow information.

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CallCoordinator for Windows logs entries up to the number specified as the overflow threshold. The first

overflow entry causes the first half of the logged entries to be sent to the overflow file. For example, if

100 entries is the specified limit, then the 101st entry will force entries 1 through 50 to the overflow file.

As a result, the Call Log will retain 50 entries (which were entries 51 through 100), and has space for the

next 50.

If you elect not to activate the overflow file, CallCoordinator for Windows only retains the most recent 100

entries on an ongoing basis.

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Setting the Toolbar: CallCoordinator for Windows enables you to customize the toolbar in your

Call Log window. Your choices are as follows:

No toolbar

Icon and text toolbar

Icon only toolbar

Text only toolbar

Do the following to set the toolbar for the Call Log window:

1. Click on the Toolbar tab from the Log Settings window.

CallCoordinator for Windows displays the Toolbar folder, as shown in Figure 46.

Figure 46. Log Settings Toolbar Folder

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2. Do the following to select the toolbar setting:

Click on No toolbar if you do not want any toolbar displayed in the Call Log window.

Figure 47 shows the Call Log without the toolbar.

Figure 47. Call Log—No Toolbar

Click on Icon and text toolbar if you want both icons and text displayed.

This is the default. Figure 48 shows the Call Log with an icon-and-text toolbar.

Figure 48. Call Log Toolbar—Icons and Text

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Click on Icon only toolbar if you want only icons displayed.

Figure 49 shows the Call Log with an icon-only toolbar.

Figure 49. Call Log Toolbar—Icons Only

Click on Text only toolbar if you want only text displayed.

Figure 50 shows the Call Log with a text-only toolbar.

Figure 50. Call Log Toolbar—Text Only

3. Close the Log Settings window, using the Windows control menu, to save the toolbar setting.

You will need to close and reopen the Call Log window to display the toolbar as you have set it. This

setting will remain in effect until you change it.

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Controlling Your Call Log

You can print the contents of the Call Log, delete a Call Log entry, clear the entire Call Log, and save

your Call Log to a file. Figure 51 shows the pushbuttons used to control your Call Log.

Figure 51. Pushbuttons for Controlling the Call Log

Printing Your Call Log: You can print the contents of your Call Log at any time, including when

the Call Log is sorted, filtered, or both.

Do the following to print the Call Log:

Click on the Print pushbutton.

CallCoordinator for Windows prints your Call Log view. See your system administrator to find out which

printer the log output is sent to.

Deleting a Call Log Entry: You can delete a Call Log entry by using the Delete Call push-

button.

Do the following to delete a Call Log entry:

1. Click on the row of the entry you want to delete.

2. Click on the Delete Call pushbutton.

CallCoordinator for Windows asks if you want to delete the entry.

3. Click on Yes to delete the entry.

CallCoordinator for Windows deletes the entry from your Call Log.

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Clearing Your Call Log: You can clear (delete) all the entries in your Call Log by using the

Clear Log pushbutton.

Do the following to clear the Call Log:

1. Click on the Clear Log pushbutton to clear the Call Log.

CallCoordinator for Windows asks if you want to clear the entire log.

2. Click on Y to clear it.

Saving Your Call Log to a File: You can copy your Call Log to a file by using the Save File

pushbutton.

Do the following to save the Call Log to a file:

1. Click on the Save File pushbutton.

The Save As box appears, which asks for the name of the file.

2. Enter the name and click on OK.

CallCoordinator for Windows copies your Call Log, in ASCII format, to the file you specified.

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How to Create Your Personal Directory

You can create a telephone directory for your own needs. CallCoordinator for Windows considers it to be

your Personal Directory. In your Personal Directory you can include, for example, the names and

numbers you call most frequently—personal numbers (such as for schools and doctors), and job-related

numbers (such as for other agents, certain customers, technicians that service equipment in your area,

and so on). Once created, your Personal Directory is easily maintained to reflect any changes and addi-

tions.

Your Personal Directory, like the system directory, gives you an easy way to “dial” calls and to locate

extensions for call transfers and conference calls.

When you want to call someone listed in your Personal Directory, you can “dial” the number simply

by double-clicking on the name; see “How to Make Calls” on page 35 for more information.

When you want to transfer or conference a call, you can use your Personal Directory to quickly

locate the number (if needed); see “Transferring Calls and Data” on page 46 and “Setting Up

Three-Way Conference Calls” on page 53 for more information.

Do the following to open the Personal Directory:

1. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

2. Click on Update Personal Directory.

CallCoordinator for Windows displays the CCWin Personal Directory window (Figure 52 on page 88

shows the CCWin Personal Directory window with a sample entry).

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Figure 52. CCWin Personal Directory Window

Adding an Entry

You create your Personal Directory using the CCWin Personal Directory window, where you can add,

update, or remove entries.

Do the following to add an entry:

1. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

2. Click on Update Personal Directory.

CallCoordinator for Windows displays the CCWin Personal Directory window.

3. Enter the following information (click on each box first):

Last name in the Last Name box (this field is mandatory)

First name in the First Name box

Middle initial in the M.I. box

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Phone number in the Phone Number box (this field is mandatory; the number entered must be

complete and accurate)

You can use hyphens as separators between the area code, exchange, and extension.

Description, if any, in the Description box; this field is optional

Use the ← (Backspace) or Del key if you need to correct an entry.

4. Click on Add or press Enter to add the entry.

The fields will clear; you can add the next entry.

When you add an entry, the initial letter of the last name becomes highlighted in the row of letters in the

CCWin Personal Directory window.

If you change your mind about adding the entry, press Cancel instead of Add. The fields will clear.

Updating an Entry

Do the following to update an entry:

1. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

2. Click on Update Personal Directory.

CallCoordinator for Windows displays the CCWin Personal Directory window.

3. Click on the letter (in the row of letters below the menu bar) corresponding to the first letter of the

last name of the entry to be changed. (Use the scroll arrow to display the remaining letters if neces-

sary.) For example, to locate an entry beginning with the letter “G,” click on G.

CallCoordinator for Windows displays the entries beginning with that letter.

4. Click on the entry that you want to update. (Use the scroll arrows to scroll through the list if neces-

sary.)

CallCoordinator for Windows displays the entry.

5. Move to the appropriate box.

6. Make your changes using the ← (Backspace) or Del key to delete any characters, and enter any

new ones.

7. Click on Update or press Enter.

If you change your mind about updating this entry, click on Cancel. The entry will be cleared from

this window (but not from your Personal Directory).

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Removing an Entry

To remove an entry, do the following:

1. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

2. Click on Update Personal Directory.

CallCoordinator for Windows displays the CCWin Personal Directory window.

3. Click on the letter (in the row of letters below the menu bar) corresponding to the first letter of the

last name of the entry to be deleted. (Use the scroll arrow to display the remaining letters if neces-

sary.) For example, to locate an entry beginning with the letter “G,” click on G.

CallCoordinator for Windows displays the entries beginning with that letter.

4. Click on the entry that you want to remove. (Use the scroll arrows to scroll through the list if neces-

sary.)

CallCoordinator for Windows displays the entry.

5. Click on Remove.

CallCoordinator for Windows displays a message box with the following message:

Do you wish to remove this entry from the directory?

6. Click on Yes to delete it. If you change your mind about deleting this entry, click on No, and then

click on Cancel. The entry will be cleared from this window (but not from your Personal Directory).

Refreshing the Personal Directory

Whenever you modify the Personal Directory (through additions, deletions, and updates), you need to

refresh the Personal Directory in the three windows where you use it. See “Refreshing the Directories in

the CCWin Dial Pad Window” on page 38, “Refreshing the Directories in the CCWin Transfer Window”

on page 51, and “Refreshing the Directories in the CCWin Conference Window” on page 58 for

instructions.

Displaying Entries

Do the following to display entries in your Personal Directory:

1. Click on Features on the CallCoordinator for Windows menu bar.

The Features pull-down menu appears.

2. Click on Update Personal Directory.

CallCoordinator for Windows displays the CCWin Personal Directory window.

3. Click on the letter (in the row of letters below the menu bar) corresponding to the first letter of the

last name of the entries you want to display. For example, to see all the entries beginning with the

letter “G,” click on G.

CallCoordinator for Windows displays the entries beginning with that letter.

a. To locate a specific entry, scroll through the list (using the scroll arrows).

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b. To update or remove an entry, click on the entry. The entry appears in the CCWin Personal

Directory window where it can be updated or removed.

c. To exit the list of entries, click on Cancel.

The CCWin Personal Directory window appears.

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Glossary

This glossary defines all terms and abbreviations used in

this publication that may be new or unfamiliar as well as

previously defined terms that you may want to look up.

The terms are defined as they apply to telephony.

the billing directory number associated with a calling

party. This is the telephone number of the incoming call.

This information is used for call setup activities and can

be used by CallPath CallCoordinator for Windows as a

key for retrieving data from host computer applications.

This glossary includes terms and definitions from the

Dictionary of Computing, SC20-1699.

The following cross-references are used in this glossary:

call. An attempt by a caller to reach one or more

parties by using a telephone, whether or not the attempt

is successful.

Contrast with. This refers to a term that has an

opposed or substantively different meaning.

See. This refers the reader to multiple-word terms

in which this term appears.

call center. A customer business center where initial

access is by telephone. Examples of call centers

include help desks, order desks, and customer service

centers. Call center employees usually have terminals

for access to information stored in databases on host

computers.

See also. This refers the reader to terms that have

a related, but not synonymous, meaning.

Synonym for. This indicates that the term has the

same meaning as a preferred term, which is defined

in the glossary.

caller. A person dialing into a call center’s telephone

system.

Acronyms are defined under their expanded form.

CallPath Services. An architecture that defines com-

munication between a computer and a telephone switch

so that a program on the computer can monitor and

influence the actions of the switch.

ACD. Automatic call distribution.

ACD group. A set of service representatives assigned

to process incoming calls directed to the same dialed

number. The ACD feature of the switch routes an

incoming call to a member of the ACD group based on

such factors as availability of the member and length of

time since the member last completed an incoming call.

coordinated voice and data transfer. The function

where telephony data and a copy of a host screen are

sent from one agent to another when a call is trans-

ferred.

Agent. A call center employee whose job it is to handle

incoming and outgoing telephone calls.

database. A collection of interrelated data stored

together with controlled redundancy according to a

schema to serve one or more applications.

ANI. Automatic number identification.

application. The use to which an information proc-

essing system is put, for example, a payroll application,

an airline reservation, a network application.

dialed number identification service (DNIS).

number supplied by the public telephone network to

identify the digits dialed. For example, two or more

1-800 numbers might both call the same call center

switch. DNIS tells the switch which of the 1-800

numbers was actually dialed. DNIS can be used by

CallPath CallCoordinator for Windows to automatically

select between several host computer applications.

automatic call distribution (ACD). A PBX feature that

allows incoming calls to one dialed number to be routed

to any member of the ACD group, all of whom can

provide the same service to the calling party. Automatic

call distribution enables the efficient distribution of a high

volume of incoming calls.

DNIS. Dialed number identification service.

automatic number identification (ANI). A service

offered by commercial telephone networks that provides

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relational databases. OS/2 has a CUA-compliant graph-

ical user interface, called Presentation Manager.

HAT file. Host Application Transaction file.

outbound call. A telephone call that was originated by

a party associated with the local switch and that is

directed toward a remote party. In this book, it refers to

calls made by agents in the call center.

Host Application Transaction (HAT) file. A set of

tables containing commands for interaction between the

CallPath CallCoordinator for Windows computer and

host computers. When the tables are executed, the

actions specified in the tables are carried out on the

host.

OS/2. Operating System/2.

host computer. A computer that provides customer

application and database services. In a CallPath

CallCoordinator for Windows environment, the host com-

puter can be a System/390, System/370, Application

System/400, System/36, or Personal System/2, commu-

nicating with CallCoordinator/2 through 3270 or 5250

emulation or by a device driver.

PBX. Private branch exchange.

private branch exchange (PBX). A telephone

switching system, located on a call center’s premises,

that transmits calls to and from the public telephone

network. Many PBXs provide advanced telephony and

data communication features.

icon. A graphical representation of an object, consisting

of an image, background, and label.

QuickKey. A combination of keys, such as Alt+Q, that

provides a shortcut for executing a complex series of

commands. QuickKeys are defined by the system

administrator and can be customized according to the

needs of each service representative.

intelligent answering. Coordination of an incoming call

with a computer display of information about the call.

CallPath CallCoordinator for Windows can use telephony

data, such as ANI and DNIS, to provide intelligent

answering for incoming calls.

service representative. Synonym for agent.

LAN. Local area network.

session. A logical connection between a workstation

and a host computer that allows them to communicate

and exchange data. CallPath CallCoordinator for

Windows allows the computer to have multiple sessions

on one or several host computers.

local area network (LAN). A data network located on

the user’s premises which uses serial transmission for

direct data communications among devices, such as

workstations. In a CallPath CallCoordinator for Windows

installation, the workstations, Server(s), Archive, and

SwitchServer/2 all communicate over the LAN. Host

communications may also take place over the LAN.

system administrator. An Individual responsible for

installing, configuring, and managing CallPath

CallCoordinator for Windows.

operating system. Software that controls the execution

telephony. The use or operation of systems for the

of programs on a computer.

transmission of voice or data between separate points.

Operating System/2 (OS/2). An advanced, multitasking

operating system with extensions for supporting host

computer communications, local area networks, and

94 CallPath CallCoordinator for Windows: User’s Guide

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Index

Call Log (continued)

notes, adding 65

notes, opening 65

opening 64

ACD (automatic call distribution) 10

Actions pull-down menu 28

Activity window

overflow threshold, setting 80

printing 85

saving 86

settings, specifying

filter 71

AT&T DEFINITY Generic 3 switch, for 32

Northern Telecom Meridian 1 switch, for 33

ROLM 9751 switch, for 34

additional CallCoordinator for Windows features

agent activity status, indicating

AT&T DEFINITY Generic 3 switch, for 32

Northern Telecom Meridian 1 switch, for 33

ROLM 9751 switch, for 34

overflow 80

sort 69

toolbar 82

answering calls

sorting 69

displaying CallCoordinator for Windows main window

on inbound calls, controlling 20

how to 43

toolbar, setting

how to 82

icons and text 83

icons only 84

Notes feature, using 44

other features, using 44

no toolbar 83

status messages, understanding 43

automatic call distribution (ACD) 10

text only 84

view, setting 68

view, sort, and filter, using together 79

CallCoordinator for Windows

description of

exiting

Call Log

using CallCoordinator for Windows 24

using Windows 24

accessing 60

CCWin Call Log window, description of 64

clearing 86

features

Call Log

coordinated voice and data transfer

intelligent answering

Note Pad

Personal Directory

QuickKeys

system directories, access to

telephone

help, getting 23

controlling

clearing log 86

deleting entry 85

printing 85

saving log 86

data tracked 64

disabling 64

displaying 63

enabling 63

Host Application Transaction files, using

main window

entry, deleting 85

filter, setting

comment line 10

date column 74

how to 71

displaying on inbound calls, controlling 20

menu bar 9, 27, 28, 60

moving 14

pushbuttons 9, 28, 61

screen mode, selecting 17

status messages 10

notes column 78

party column 76

phone number column 77

time column 75

type column 73

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CallCoordinator for Windows (continued)

operation

CCWin Personal Directory window (continued)

updating entries 89

pull-down menu, using 11, 12

screen mode, selecting 17

selections, making 11

CCWin Transfer window

calls, transferring

calls and data 47

starting

calls only 48

system messages, displaying 16

windows, closing 14

comment 47

data only 46, 48

windows, managing 14

CallCoordinator for Windows main window

comment line 10

default data, selecting 49

default directory, selecting 50

default host session, selecting 51

default transfer number, selecting 50

how to 46

displaying on inbound calls, controlling 20

help, getting 23

menu bar

defaults, selecting

moving 14

data 49

pull-down menu, using 11, 12

directory 50

pushbuttons

host session 51

screen mode, selecting 17

selections, making

transfer number 50

directory, refreshing 51

Personal Directory entry, updating 51

comment line 10

using keyboard 12

using mouse 11

status messages 10

CCWin Conference window

three-way conference call, setting up

calls and data 54

conference calls 53

See also three-way conference calls, setting up

control key combinations 12

coordinated voice and data transfer

calls only 53

comment, transferring 54

default data, selecting 56

default directory, selecting 56

default host session, selecting 57

default transfer number, selecting 57

how to 53

data, transferring 48

default data, selecting 49, 56

default directory, selecting 50, 56

default host session, selecting 51, 57

default transfer and conference number

description of 50, 57

transfer defaults, selecting

data 56

directory 56

selecting 50, 57

host session 57

dial pad

transfer number 57

description of 35

CCWin Dial Pad window

dial pad, keeping open 36

dialing a number 35

directory, refreshing 38

directory, searching 36

directory, selecting 37

HAT table, selecting 39

making calls 35

keeping open 36

using 35