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Personal Call Manager preferences

The Personal Call Manager

Preferences

dialog box allows

you to specify how the search feature works, whether the
main window is open or minimized on startup, whether
dialing rule settings are used and the startup
synchronization setting for the telephone Directory and
the

Quick Dials

folder.

For more information, refer to the following topics:

■

Search preferences

on page 128

■

The Startup Option

on page 130

■

The Dialing Rule Setting

on page 132

■

Changing the Startup synchronization setting

on page 134

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Summary of Contents for 9617

Page 1: ...1 User Guide Online 9617 Telephone P0875282 Issue 04 CC1908 Rev 01 Personal Call Manager List of Help Topics Using this Guide Troubleshooting Warranty and Technical Support Glossary Index...

Page 2: ...age 23 Becoming familiar with the telephone and soft ware on page 27 Setup and customization on page 79 Storing your contacts on page 137 Looking up contacts on page 227 Making answering and holding c...

Page 3: ...works on its own When Personal Call Manager is running you can control calls using either Personal Call Manager or the telephone The 9617 telephone and Personal Call Manager are designed to take full...

Page 4: ...dial Personal Call Manager features an Address Book which allows you to store the names addresses and telephone numbers of an unlimited number of contacts on your computer the ability to export and im...

Page 5: ...necting the cords on page 7 Attaching the stand on page 12 Adjusting the telephone display on page 18 Inserting the number card and lens on page 17 Plugging in the telephone for the very first time on...

Page 6: ...to the wall jack Ensure nothing is plugged into the 2 jack on the telephone 2 If you have not already done so connect the small end of the power adaptor to the jack on the back of the telephone and pl...

Page 7: ...n one telephone cord If you are not sure refer to Determining whether you have two telephone lines on one telephone cord on page 6 To connect the telephone cords 1 Pass all cords except the coiled han...

Page 8: ...ther end into the wall jack If your telephone lines are on separate telephone cords plug one telephone cord into the 1 jack and plug the other telephone cord into the 2 jack Plug the other ends of the...

Page 9: ...ent and installation procedures Specifically use only 2 or 4 conductor modular teledapt plug cords with this product and an AC transformer that is CSA UL or CSA NRTL C approved Class 2 Level C rated S...

Page 10: ...ne number are combined into one telephone cord If this is your line setup plug one end of the telephone cord into the 1 jack and plug the other end into the wall jack The 2 jack is not used Return to...

Page 11: ...rd If you have this setup you need to use two jacks Plug one telephone cord into the 1 jack and plug the other telephone cord into the 2 jack Plug the other ends of the telephone cords into your wall...

Page 12: ...rd in its groove You can now attach the telephone stand How you attach the stand depends on whether you want to keep the telephone on a desk or mount it on a wall When you have decided how you want to...

Page 13: ...13 Desk mounting the telephone To mount the telephone on the desk 1 Lower the stand as shown below into the slots on the back of the telephone continued...

Page 14: ...14 2 Slide the stand in the direction shown below until it clicks into the locked position When ready go to the next step Inserting the number card and lens on page 17...

Page 15: ...hrough your telephone company or at a local retailer You may also find it easier to wall mount the telephone if you purchase one or two short 20 cm 8 telephone cords and use them in place of the long...

Page 16: ...keys on the wall mounting plate with the key holes on the base of the 9617 telephone as shown Push the phone onto the wall mounting plate and then push down to secure the tele phone into place Tuck th...

Page 17: ...rs to know what telephone number they are calling from To insert the number card and lens 1 Write your telephone number on the paper number card 2 Place the number card into the slot underneath the ha...

Page 18: ...ng the telephone adjust the angle of the telephone display to your liking Press to adjust the contrast The contrast feature allows you to adjust the brightness of the display When ready go to the next...

Page 19: ...d properly If the test fails the message Check line cord appears on the telephone display and the line that is not connected is identified Make sure that all connections are fastened securely For more...

Page 20: ...he M9617 telephone keys and lights on page 29 2 Enter your Options password if required Refer to Set ting the Options password using the telephone on page 87 for more information 3 Use to scroll to op...

Page 21: ...to The M9617 telephone keys and lights on page 29 2 Enter your Options password if required Refer to Set ting the Options password using the telephone on page 87 for more information 3 Use to scroll t...

Page 22: ...ople who call you For more information refer to Answering a call using your telephone on page 264 and Caller ID and Personal Call Manager on page 272 Call Waiting Identification Call Waiting ID This s...

Page 23: ...l Call Manager The very first time you start Personal Call Man ager on page 24 Starting Personal Call Manager on page 25 Exiting Personal Call Manager on page 26 Once you have launched the application...

Page 24: ...rsonal Call Manger the Choose a TAPI Line dialog box appears For information on choosing a TAPI line refer to Specifying the TAPI line used by Personal Call Manager on page 124 When you have chosen a...

Page 25: ...enu appears 3 Click on Personal Call Manager menu item When the application launches the Personal Call Manager icon appears on the task tray and task bar and by default the Personal Call Manager main...

Page 26: ...ll Manager icon in the task tray 2 Click on the Exit menu item To exit Personal Call Manager using the main win dow 1 Click on the File menu 2 Click on the Exit menu item You can also exit Personal Ca...

Page 27: ...nd Personal Call Manager Once you are familiar with their features read the third section to learn more about how they enhance each other Refer to the following topics Getting to know the M9617 teleph...

Page 28: ...ollowing topics The M9617 telephone keys and lights on page 29 Telephone key descriptions on page 30 Telephone display and light messages on page 33 Viewing multiple display and light messages on page...

Page 29: ...scriptions on page 30 Options key Down up arrows Sliding panel Left right arrows Set indicator light 6 memory keys Adjustable display Contrast Directory Link Redial Dial Conference Line 2 Line 1 H a n...

Page 30: ...new calls Stores numbers and names in the Directory and in memory keys Erases memory keys deletes the Redial List and deletes items in the Directory and Callers List Moves up and down through any lis...

Page 31: ...exits the Options List Callers List Redial List or Directory Accesses network features such as Call Waiting The Link key is also referred to as the Flash key Accesses a list of the last ten numbers y...

Page 32: ...ys store numbers names and features You label these keys with the name number or feature you store in them by using the paper key cap label sheet provided The unlabeled Options key is hidden under the...

Page 33: ...following topics General telephone display messages on page 34 Light messages what they mean on page 37 Extension in Use notification on the telephone on page 41 Viewing multiple display and light mes...

Page 34: ...irectory remains empty until you save numbers and names in it Directory full No changes made The Directory has a 100 entry limit If you want to add another item first delete an item you no longer use...

Page 35: ...ls before you press Message Waiting Line x Your Voice Mail service has a message for you To subscribe to the Voice Mail service contact your tele phone company Conference held A conference call is on...

Page 36: ...d off for that line To turn it on press the volume bar Unknown name or Unknown number The name or number is unavailable xxxxxxxxxxxx or xxxxxxxxxxxxx The telephone number is longer than the telephone...

Page 37: ...meone on an extension telephone is using the same line as you Indicator lights beside the line keys and key show you their status e g whether they are being used For more information refer to the foll...

Page 38: ...s Refer to Extension in Use notifica tion on the telephone on page 41 OR You have pressed a FeatureLight ON key and the feature is active Refer to Using FeatureLight keys on page 363 The light is flas...

Page 39: ...ndicator lights refer to The M9617 telephone keys and lights on page 29 Line indicator light status Line status The light is on The line is in use The light is flashing The line is on hold The light i...

Page 40: ...age 29 For more information on Handsfree mode and muted calls refer to Handsfree calls on page 261 and Muting a Handsfree call on page 262 Handsfree Mute indicator light status Handsfree Mute status T...

Page 41: ...e appears until the person at the other extension hangs up Extension in Use and the Fax switch feature When you lift the handset or press the 9617 telephone automatically selects the prime line for in...

Page 42: ...ssages is active the telephone display shows the most recent message and an arrow beside it e g 1 New Caller You can view the other messages by pressing Each time you press the telephone display shows...

Page 43: ...ch as a name or number Note that even if you subscribe to Caller ID you may sometimes receive Private name Unknown name Private number or Unknown number instead of the caller s actual name or number F...

Page 44: ...mber xx of old calls have been automatically removed from the Callers List to make room for new calls The Callers List limit is 100 calls Forwarded The call was forwarded from another location The cal...

Page 45: ...ans a new call xxxxxxxxxxxxx An ellipse followed by x s means the number is longer than the tele phone display Indicates an unanswered call in the Callers List Indicates an answered call in the Caller...

Page 46: ...s voice mail from your computer To start this program right click on the flashing Message Waiting icon in the task tray and then click on the Start VoiceMailAssist menu item For more information refer...

Page 47: ...aiting option To clear message waiting 1 Press the Options key 2 Enter your Options password if required Refer to Set ting the Options password using the telephone on page 87 for more information 3 Us...

Page 48: ...off the Check Line Cord option for the line that is not connected To enable or disable the check line cord message 1 Press the Options key 2 Enter your Options password if required Refer to Set ting t...

Page 49: ...dset speaker and Handsfree speaker You can also choose the ring tone for the 9617 telephone ringer For more information refer to the following topics Setting the ringer volume on page 50 Choosing the...

Page 50: ...Press To adjust the ringer volume when the telephone is ringing on one line 1 Press the left or right side of the volume bar to adjust the ringer volume for the ring ing line To turn the ringer off 1...

Page 51: ...red Refer to Set ting the Options password using the telephone on page 87 for more information 4 Use to scroll to option number 4 or press 5 Press 6 Press for the line you want to set the ring tone fo...

Page 52: ...e of the volume bar The handset volume returns to normal after you have completed your call The speaker volume To adjust the speaker volume 1 While you are listening to the Handsfree speaker you can p...

Page 53: ...nal Call Manager provides an easy to use computer interface for the 9617 telephone For more information refer to the following topics Startup icons on page 54 The task tray icon on page 55 The task tr...

Page 54: ...se the taskbar icon to open the Personal Call Manager main window when it is minimized or hidden behind other application windows The task tray icon provides quick access to Personal Call Manager func...

Page 55: ...al Call Manager window to deselect Personal Call Manager When you let the mouse pointer hover over the Personal Call Manager icon the number of current calls appears When you right click on the Person...

Page 56: ...the menu contains the current calls and their status icons These icons are explained below These icons also appear in the Calls menu If there are no calls the upper portion of the menu does not appea...

Page 57: ...l Call Manager on page 354 Quick Dials a list of telephone numbers stored in the Quick Dials folder that you can use to make calls see The Quick Dials folder on page 160 Manual Dial a command that let...

Page 58: ...onal Call Manager icon in the task bar OR Right click on the Personal Call Manager icon in the task tray and then click on the Open menu item If you do not want the main window to remain open you can...

Page 59: ...n the minimize button shown on the right in the top right corner of the window When you close the main window you can still control your telephone calls from the Personal Call Manager icon in the task...

Page 60: ...rent Calls section the Status bar All of these components except the Menu bar can be turned on or off to suit your needs You can resize any of the sections in the main window by dragging their borders...

Page 61: ...ts you undo the last action you have performed View Lets you choose how contacts are displayed lets you show or hide the toolbar and status bar Calls Lets you make and answer calls access call lists a...

Page 62: ...menu 2 Click on the Toolbar menu item The combined tool bar either appears or disappears When the toolbar is visible a checkmark appears beside the Toolbar menu item in the View menu To show or hide t...

Page 63: ...page 1 of 4 Button Feature Description Up One Level Exits from the current folder and moves one level up in the Address Book New Folder Creates a new folder in the Address Book New Contact Creates a...

Page 64: ...Displays the Address Proper ties dialog box for the selected contact or the Properties dialog box for the selected folder Large Icons Displays the folders and contacts in the Address Book as large ico...

Page 65: ...hin the Address Book Calls Log Displays the Calls Log window This window allows you to view the log of incoming and outgoing calls Configure Telephony Device Displays the 9617 Configura tion Propertie...

Page 66: ...is blue Displays the 9617 Property dialog box which allows you to set the ring configuration for the selected contact This button is only available when a Quick Dials contact is selected Quick Dial M...

Page 67: ...hichever folder is selected in the Tree View section To see where each part is located refer to The parts of the main window on page 60 To display the Address Book 1 Click on the View menu 2 Click on...

Page 68: ...r to The parts of the main window on page 60 To display the Current Calls 1 Click on the View menu 2 Click on the Only Calls menu item to display only the Current Calls OR Click on the Both Address Bo...

Page 69: ...56 Current Calls icons page 1 of 2 Icon Call Status Description Ringing Appears in the Calls box beside the calls that are currently ringing Active Call Appears in the Calls box beside the call you a...

Page 70: ...70 Extension In Use Appears in the Calls box for calls made on other tele phones using your line See page 73 Current Calls icons page 2 of 2 Icon Call Status Description...

Page 71: ...ial Displays the Dial dialog box so that you can enter a phone number using the keyboard This feature is useful for calling a number that is not in the Address Book Release Call Hangs up the selected...

Page 72: ...Displays current calls in a report view format In this format the icon the callers name the telephone number and the call timer are shown The call timer is a running count of how long the call has bee...

Page 73: ...other telephone in your home or business the Extension in Use icon shown on the right appears in the Calls box To join the call right click the call icon and click on the Unhold menu item or press for...

Page 74: ...a definition of TAPI Also displays the progress of synchronization between the software and the telephone Default or Line 1 indicates that Line 1 will be used when you make calls from Personal Call M...

Page 75: ...window shows the version of the Personal Call Manager software you are using You will be asked to provide this information if you contact us for technical support To access the About Personal Call Ma...

Page 76: ...sonal Call Manager The changes you make in one place are automatically made in the other For example you can program the telephone s memory keys using the telephone itself or using Personal Call Manag...

Page 77: ...cts are added to the Personal Call Manager Quick Dials folder while the 9617 telephone is unplugged or not connected to the computer or contacts are added to the 9617 telephone Directory when Personal...

Page 78: ...al Call Manager wasn t running Personal Call Manager updates its Callers List Redial List and Calls Log Window 4 Call Control making answering and holding calls You can do common call control operatio...

Page 79: ...phone and Personal Call Manager manage calls You can also add passwords dialing restrictions personal security numbers and more For more information refer to the following topics Setting up the M9617...

Page 80: ...l Call Manager It doesn t matter which method you choose The changes you make in the telephone Options List are also made in the 9617 Configuration Properties dialog box and vice versa Some exceptions...

Page 81: ...refer to The M9617 telephone keys and lights on page 29 If an Options password has been set up the telephone display prompts you to enter it see Setting the Options password using the telephone on pag...

Page 82: ...display See page 21 03 Line x is prime Choose which of your two lines is the prime line See page 240 04 Pick ring tone Select one of four ring tones for Line 1 or Line 2 You can pick a different ring...

Page 83: ...turn Call Wait ID off you will only hear the Call Waiting tone when you receive a Call Waiting call You must subscribe to Call Waiting from your telephone company See page 268 09 Set list mode Specif...

Page 84: ...that you don t want to appear in the Callers List or on the telephone display See page 375 15 Restrictions Prevent certain numbers from being dialled out See page 378 16 Overrides Specify up to three...

Page 85: ...lephone display See page 366 21 Don t dsturb key Program the Don t disturb option into a memory key When you press the memory key the option turns off or on depending on what it was set to when you pr...

Page 86: ...ter a password to restrict access to the Options List See page 87 26 Versions View the version of firmware resident software your tele phone uses You may be asked to provide this information if you co...

Page 87: ...word 1 Press the Options key 2 Enter the old Options password if one has been set 3 Use to scroll to option number 25 or press fi 4 Press 5 Enter your password 6 digits maximum 6 Press 7 Press For mor...

Page 88: ...shows MAY 09 10 30AM the backdoor password is 050910 05 for the month 09 for the day and 10 for the hour If the display shows Feb 25 3 55PM the backdoor password is 022515 02 for the month 25 for the...

Page 89: ...ration Properties dialog box allows you to customize the features of the 9617 telephone using your computer You can access this dialog box several ways For more information refer to the following topi...

Page 90: ...e dialog box appears 3 Click on the Configure Line button 4 If required type the Options List password 5 Click on the OK button The 9617 Configuration Properties dialog box appears Tip Instead of doin...

Page 91: ...Properties dialog box on page 92 The settings you specify on the Configuration Prop erties dialog box are made in the Options List of the telephone automatically 7 Customize the settings as desired 8...

Page 92: ...settings you specify in this dialog box are stored in the telephone s Options List automatically Note There are a few exceptions The Pager Notification Call Blocking and Ring Configuration options can...

Page 93: ...h this option enabled the 9617 telephone checks to ensure that your telephone lines are connected properly If a line cord is not connected properly is malfunctioning or is not present the 9617 telepho...

Page 94: ...to have Call Waiting ID appear on the 9617 telephone and in the You have a new call dialog box in Personal Call Manager If you do not subscribe to this service turn this option off The name of this se...

Page 95: ...ck 2 For more information on setting up this feature refer to Connecting a fax machine or modem to the telephone on page 387 Enable Live Dialpad With Live Dialpad enabled the 9617 telephone begins dia...

Page 96: ...ed when you pick up the handset Set Language to be The language for the 9617 telephone display can be set to English French or Spanish with this option Note The Set Language to be option affects only...

Page 97: ...While the telephone won t ring the line indicator light will flash and the call information will be displayed for a few moments before the phone rings This allows you to more effectively screen your...

Page 98: ...Long Distance With this option enabled the 9617 telephone sounds a special ring whenever you receive a long distance call Long distance calls ring once normally before the special ring is activated un...

Page 99: ...the telephone company sends the area code of all local calls with the Caller ID information However you may not be able to dial local numbers using the Callers List in the telephone until you remove t...

Page 100: ...Properties dialog box To access this dialog box click on the Tools menu in Personal Call Manager and select the Dialing Properties menu item For more information on Dialing Properties refer to Specify...

Page 101: ...Disturb and Pager Notification options For information on how to access this dialog box refer to Using the computer to customize the M9617 telephone on page 89 For more information refer to the follo...

Page 102: ...lect this option on the Feature tab to enable Do Not Disturb for the telephone When this option is enabled the message Don t disturb ON appears on the dis play of the telephone the Don t Disturb icon...

Page 103: ...to Redialing busy telephone numbers automatically on page 370 Number of Tries This option on the Feature tab sets how many times the 9617 telephone will redial a busy number automatically if Autobusy...

Page 104: ...als your pager number and when your pager service can accept the incoming caller s number Enter the length of this delay in this box For example when the 9617 telephone dials your pager number there m...

Page 105: ...105 Note If you want the pager feature to be on all the time set both the Pager On Time and Pager Off Time to 12 00 PM...

Page 106: ...eplaced with the symbol on the display You can secure up to three numbers each up to 12 digits long This feature is useful especially for keeping numbers like your Voice Mail password private Restrict...

Page 107: ...you entered the 0 1 and 411 as restricted numbers any number beginning with 0 1 or 411 could not be dialed from the telephone However if you entered 1800 as an override number you could dial the numb...

Page 108: ...kip to step 4 4 Enter a new numeric password in the Enter New Password field Note The password must be numeric Do not enter letters 5 Enter the new password again in the Confirm New Password field 6 C...

Page 109: ...109 For more information refer to the following topics Setting the Options password using the tele phone on page 87 Using the backdoor feature to access the Options list on page 88...

Page 110: ...ys If numbers or features have already been entered using the phone they will appear here The list of features you can program into a memory key is given below Memory Key Feature List page 1 of 2 Feat...

Page 111: ...ad must be running For more information refer to The Launch Pad application on page 394 Phone Number Assigns a contact s telephone number to a memory key Whey you press this key the number is dialed F...

Page 112: ...ature to a memory key on page 116 Assigning an application to a memory key on page 117 Assigning a phone number to a memory key using Personal Call Manager on page 119 Programming a memory key as a Fe...

Page 113: ...9617 Configuration Properties dialog box appears Tip You can also display this dialog box by clicking on the Configure Telephony button shown on the right on the toolbar 4 Click on the Memory Keys Ass...

Page 114: ...but ton The 9617 Configuration Properties dialog box appears Tip You can also display this dialog box by clicking on the Configure Telephony button shown on the right on the toolbar 4 Click on the Mem...

Page 115: ...he 9617 Configuration Properties dialog box appears Tip You can also display this dialog box by clicking on the Configure Telephony button shown on the right on the toolbar 4 Click on the Memory Keys...

Page 116: ...but ton The 9617 Configuration Properties dialog box appears Tip You can also display this dialog box by clicking on the Configure Telephony button shown on the right on the toolbar 4 Click on the Mem...

Page 117: ...onfigure Telephony button shown on the right on the toolbar 4 Click on the Memory Keys Assignment tab 5 Click on the radio button that corresponds to the key you want to program 6 Select Application f...

Page 118: ...hat Launch Pad must be running for the applica tion memory key to work A check mark appears in the checkbox when this option is selected 11 Click on the OK button 12 Click on the Apply button and then...

Page 119: ...ony button shown on the right on the toolbar 4 Click on the Memory Keys Assignment tab 5 Click on the radio button that corresponds to the key you want to program 6 Select Phone Number from the Featur...

Page 120: ...ontact to be sent to your pager even if you have disabled the Pager Notification option For more information on the pager feature refer to Send ing your calls to your pager on page 306 14 Click on the...

Page 121: ...the Off feature key stores the Off code Features that use the same code for both On and Off only need to be stored in one feature key To save a FeatureLight ON or OFF code 1 Click on the Tools menu 2...

Page 122: ...on 8 Enter the Feature On or Off code Contact your tele phone company for the appropriate feature codes 9 Click the OK button 10 Click on the Apply button and then click on the OK button to close the...

Page 123: ...it will use and define the dialing properties for your location For more information refer to the following topics Specifying the TAPI line used by Personal Call Manager on page 124 Specifying dialing...

Page 124: ...1 Click on the Tools menu 2 Click on the Dial Using menu item The Choose a TAPI Line dialog box appears 3 Click on the drop list arrow beside Address 4 Choose the telephone line you want Personal Cal...

Page 125: ...ing location Note Personal Call Manager uses the same dialing properties for both lines To change the dialing properties for a location 1 Click on the Tools menu 2 Click on the Dialing Properties menu...

Page 126: ...termining which telephone numbers are local and which are long distance numbers needed for accessing outside lines calling card specifications the code that must be dialled before a phone number to di...

Page 127: ...en or minimized on startup whether dialing rule settings are used and the startup synchronization setting for the telephone Directory and the Quick Dials folder For more information refer to the follo...

Page 128: ...characters you want to find and then click on the Find Now button Personal Call Manager then searches through the Address Book to find the characters you entered In Fast Search mode Personal Call Man...

Page 129: ...Personal Call Manager icon in the task tray See The task tray icon on page 55 2 Click on the Preferences menu item The Prefer ences dialog box appears 3 On the Options tab click on the search option...

Page 130: ...Call Manager When the main window is open you can use all the features of Personal Call Manager When the main window is minimized you manage calls using the task tray menu To view the tasktray menu wh...

Page 131: ...menu OR Right click on the Personal Call Manager icon in the task tray See The task tray icon on page 55 2 Click on the Preferences menu item The Prefer ences dialog box appears 3 Click on the Option...

Page 132: ...anager uses dialing properties such as the local area code and the outside line access code when making a call When the Dialing Rule Setting is disabled Personal Call Manager does not use the dialing...

Page 133: ...ay icon on page 55 2 Click on the Preferences menu item The Prefer ences dialog box appears 3 Click on the Options tab if it is not already selected 4 Click on the Use Rules defined in the Dialing Pro...

Page 134: ...ferent if contacts are added to the Quick Dials folder while the telephone is unplugged or not connected to the computer contacts are added to the telephone Directory when Personal Call Manager is not...

Page 135: ...the telephone Directory All contacts in the 9617 telephone Directory that do not appear in the Quick Dials folder will be deleted Note The 9617 telephone Directory only stores one telephone number the...

Page 136: ...onizes the Directory and Quick Dials folder as specified on the Startup Synchronization Setting tab of the Preferences dialog box A checkmark appears in the checkbox if this option is selected Note Th...

Page 137: ...hone you store contacts in the Directory and or in Memory keys In Personal Call Manager you store contacts in the Address book The Address Book stores several phone numbers the mailing address the ema...

Page 138: ...one telephone number for up to 106 contacts 100 in the Directory and one in each of the six memory keys directly in your 9617 telephone For more information refer to the following topics The telephone...

Page 139: ...tory Note When you press the key on the telephone the Search dialog appears on the computer screen when Personal Call Manager is running For more information refer to the following topics Adding a con...

Page 140: ...e the dialpad Note You can also save dialing pauses and links to network services in telephone numbers For more information refer to Programming dialing pauses and links in telephone numbers on page 1...

Page 141: ...Press If the name was stored with the number both are now saved in the Directory and you are finished 4 If no name is displayed you are prompted to enter one If you don t want a name go to step 5 To...

Page 142: ...me and number of conference callers using this method Instead wait until the conference call is ended and use the Callers List or the Redial List Refer to Copying a contact from the Callers List Redia...

Page 143: ...all Manager is running 2 Press or to find the item you want to edit 3 Press to start edit mode 4 If you do not want to change the number go to step 5 To backspace and erase digits press To add digits...

Page 144: ...ll Manager if the application is running To delete individual contacts 1 Press Note When you press the Search dialog box appears on the computer screen if Personal Call Manager is running 2 Press to f...

Page 145: ...Setting For more information on how synchronization works refer to Changing the Startup synchronization setting on page 134 and Startup Synchronization settings on page 135 When you make changes to t...

Page 146: ...in memory keys You can also specify these features for the contacts stored in the Quick Dials folder For more information refer to the following topics Adding a contact to a memory key using the telep...

Page 147: ...ase digits press To add digits use the dialpad Note You can also save dialing pauses and links to network services in telephone numbers For more information refer to Programming dialing pauses and lin...

Page 148: ...memory key you want to save the contact into If the name was displayed with the number both are now saved in the memory key and you re finished 4 If no name is displayed you are prompted to enter one...

Page 149: ...the memory key you want to save the contact into If the name was displayed with the number both are now saved in the memory key Note Do not press or else you will hang up on your caller You cannot sav...

Page 150: ...the contact stored in the memory key on one of the supplied blank paper labels 2 Place the paper label on top of the memory key 3 Push one of the supplied clear plastic key caps onto the memory key a...

Page 151: ...a memory key 1 To see its contents press the memory key 2 Press 3 Edit or delete the number To backspace and erase dig its press To add digits use the dialpad If you don t want to change the number sk...

Page 152: ...ss the memory key 2 To erase press twice Exceptions You can t delete a memory key using the steps above if you have assigned a software application or the Don t Disturb feature to it To delete a memor...

Page 153: ...character you want wait two seconds for the cursor to shift to the right or press Repeat this process for the rest of the letters To insert a space press If you want to erase a letter or a mistake pre...

Page 154: ...d keys to enter names or words that appear in the Directory or a memory key in the 9617 telephone Dialpad key Display characters it can produce 1 a A b B c C 2 d D e E f F 3 g G h H i I 4 fi j J k K l...

Page 155: ...t ring when this contact calls Note that if you haven t turned on the Suppress First Ring option the telephone will ring once For more information refer to Screening your telephone calls on page 312 S...

Page 156: ...settings for the memory key take precedence To set the Ring Configuration for a memory key con tact 1 Click on the Tools menu 2 Click on the Dial Using menu item The Choose a TAPI Line dialog box app...

Page 157: ...sonal Call Manager The Address Book has two views the Tree View and the List View Each view displays information in the address book differently For more information refer to the following topics The...

Page 158: ...your folders are organized To open or close a folder click on it A sample Tree View is shown on the right Contacts are stored in two main areas the My Contacts folder and the Quick Dials folder For m...

Page 159: ...he screen You can change which folders are shown by clicking on certain portions of the Tree View Clicking on a box with in it expands the folder beside it showing the contacts and folders it contains...

Page 160: ...should add contacts to this folder if you use them frequently or you want to specify special features for them For information about the special features you can assign to Quick Dial contacts refer to...

Page 161: ...ote that if you haven t turned on the Suppress First Ring option the telephone rings once For more information refer to Screening your telephone calls on page 312 Special Ring When you select a specia...

Page 162: ...on refer to Specifying Ring Configuration properties for contacts stored in memory keys on page 155 If you store the same contact i e the same telephone number in the telephone Directory or Quick Dial...

Page 163: ...the right The 9617 Property dia log box appears 3 Select the checkboxes next to the options you want to set When an option is selected a checkmark appears in the check box Tip You can use the Quick Di...

Page 164: ...e left side The List View of the Address Book can be viewed in four different formats large icons small icons list and report For more information refer to the following topics Displaying the Address...

Page 165: ...ress Book as large icons When you choose the large icon view each contact is shown with the name of the contact below the icon To view large icons Click on or click on the Views menu then click on the...

Page 166: ...hen you choose the small icon view each contact is shown with the name of the contact to the right of the icon and the contacts are arranged horizontally To view small icons Click on or click on the V...

Page 167: ...st view In list view each contact is shown with the name of the contact to the right of the icon and the contacts are arranged vertically To view your contacts as a list Click on or click on the Views...

Page 168: ...ort view displays detailed information including the contact s last name first name telephone numbers and extensions Fax number and Email Address To view the details of your contacts Click on or click...

Page 169: ...lls menu or the Personal Call Manager task tray menu See The task tray icon on page 55 The Quick Dials folder is synchronized with the Directory in the 9617 telephone A change to either one is reflect...

Page 170: ...e New menu item A submenu appears 4 Click on the Contact menu item The Address Prop erties dialog box appears Tip Instead of doing steps 2 3 and 4 click on the New Contact button on the toolbar shown...

Page 171: ...171 3 Click on the Contact menu item The Address Prop erties dialog box appears 4 Enter the contact information on each tab For more information refer to The Address Properties dialog box on page 172...

Page 172: ...re finished click on the OK button Click on one of the following topics to find out more information about it Business Use this tab to enter the name address and telephone numbers of the contact Email...

Page 173: ...Do not press the Enter key to create line breaks in the Address field If you enter hard returns in this field you may have problems importing and exporting contacts Information that you must fill in Y...

Page 174: ...e numbers you enter can be dialed from the task tray or the Personal Call Manager main window See The task tray icon on page 55 Important DO NOT enter dashes in telephone numbers You can also program...

Page 175: ...a pause For example if you entered 555 5555 123 into the Directory the telephone would dial the first seven digits wait about five seconds then dial the last three digits If you are saving a telephon...

Page 176: ...call to be answered dial the key and then dial the last seven digits Note The commas are dialing pauses Refer to the previous page for more information If you are saving a telephone number in the Pers...

Page 177: ...l information for your convenience Note that you can t send email using Personal Call Manager Use the Email address field to enter the contact s E mail address Use the Email type field to enter a desc...

Page 178: ...con from the Address Book to the Calls box or using the Quick Dials menu item in the Calls and task tray menus You can also specify the Call Announce Voice file path and Image file path For more infor...

Page 179: ...ephone number The default telephone number is the number that is dialed automatically unless you specify otherwise The Default Dial setting you specify here applies to this contact only You can overri...

Page 180: ...re two steps to using Call Announcements 1 Record a Call Announcement using a sound recording program that produces WAV files or locate a suitable existing WAV file 2 Select the contact in the Address...

Page 181: ...ontact 3 Click on the File menu 4 Click on the Properties menu item The Address Properties dialog box appears Tip Instead of doing steps 3 and 4 click on the Properties button on the toolbar shown on...

Page 182: ...ress Book You can find the contact manually or by using the Personal Call Man ager Search feature Refer to Finding a contact in the Address Book on page 254 for more informa tion 2 Right click on the...

Page 183: ...n on the right to the right of the Voice Announce File Path field The Open dialog box appears 6 Navigate to and select the sound file 7 Click on the Open button 8 Click on the OK button Note Click on...

Page 184: ...a New Call dialog box when that contact calls There are two steps to using graphics 1 Create a graphic in the BMP bitmap file format 2 Select the contact in the Address Book and then spec ify the loca...

Page 185: ...on the File menu 4 Click on the Properties menu item The Address Properties dialog box appears Tip Instead of doing steps 3 and 4 click on the Properties button on the toolbar shown on the right 5 Cl...

Page 186: ...You can find the contact manually or by using the Personal Call Man ager Search feature Refer to Finding a contact in the Address Book on page 254 for more informa tion 2 Right click on the contact 3...

Page 187: ...ight to the right of the Image File Path field The Open dialog box appears 6 Navigate to and select the image file 7 Click on the Open button 8 Click on the OK button Note Click on the Delete button s...

Page 188: ...ou right click on a caller in the Calls box and then click on the Properties menu item the Address Properties dialog box appears showing the Note tab if that caller is already stored in the Address Bo...

Page 189: ...f the caller has already been saved into the Address Book a dialog box appears asking you if you want to modify the contact entry Tip Instead of doing steps 1 and 2 point to the call in the Calls menu...

Page 190: ...oming Calls Log or Outgoing Calls Log menu items to display the log that contains the contact you want to copy to the Address Book 5 Click on the contact and then click on the Edit menu OR Right click...

Page 191: ...files you import can be created in a text editor spreadsheet or a database The files you export can be used by a text editor spread sheet or database You can also export your Address Book so that you...

Page 192: ...to import The text fields in the text file you are importing must be separated by commas and there must be a line return at the end of each contact s information record When creating the text file usi...

Page 193: ...import contacts 1 Click on the File menu 2 Click on the Import Contact menu item The Import contact from text file dialog box appears 3 Click on the Browse button to the right of the Source Text File...

Page 194: ...ect the location where you want to save the text file and specify a filename 5 Click on the Save button 6 If the information is in the order you want to export it go to step 7 If not click on the drop...

Page 195: ...ress Book You can find the contact manually or by using the Personal Call Man ager Search feature Refer to Finding a contact in the Address Book on page 254 for more informa tion 2 Right click on the...

Page 196: ...at you can change refer to The Address Properties dialog box on page 172 Note Do not press Return while entering information in the Address field 5 If necessary select another tab and repeat step 4 6...

Page 197: ...olders one named Personal and the other named Business You could then store all of your business contacts in one folder and all of your personal contacts in the other Note You can t add folders to the...

Page 198: ...formation remains linked to the original information A change to one contact is also made in the other s When you make a template copy all of the contact s information except the name is copied The in...

Page 199: ...all of its copies This ensures that all of your copies of the contact are updated Note When you delete a linked copy of a contact other linked copies are not affected For information refer to Using t...

Page 200: ...n about the two different methods of copying a contact refer to Deciding which copy method to use on page 199 For more information refer to the following topics Using the template copy method on page...

Page 201: ...Tip Instead of doing steps 2 and 3 click on the Copy button on the toolbar shown on the right 4 Open the folder you want to copy the contact into The contents of the folder appear in the List View bo...

Page 202: ...y a contact using drag and drop both the contact you are copying and the destination folder must be visible To make a linked copy of a contact 1 Press and hold the Ctrl key on your computer key board...

Page 203: ...t 1 Right click on the contact you want to copy 2 Click on the Copy menu item 3 Open the folder you want to copy the contact into The contents of the folder appear in the List View box 4 Right click o...

Page 204: ...or example you could quickly make Directory entries for five people who work at the same company Their business addresses would all be the same only the names would change For more information refer t...

Page 205: ...it menu 6 Click on the Paste Special menu item The address properties dialog box appears All of the information is the same as the original contact except the name field is blank 7 Enter the name of t...

Page 206: ...box the right side of the Address Book 5 Click on the Paste Special menu item The Address Properties dialog box appears All of the information is the same as the original contact except the name field...

Page 207: ...he Address Book When you move a contact it does not remain in the original folder For more information refer to the following topics Moving a contact using the menu bar on page 208 Moving a contact us...

Page 208: ...The contents of the folder appear in the List View box 5 Click on the Edit menu 6 Click on the Paste menu item The contact is moved to the new folder Tip Instead of doing steps 5 and 6 click on the Pa...

Page 209: ...nd drop To move a contact using drag and drop both the contact and the folder you are moving it to must be visible in the address book To move a contact 1 Drag the contact you want to move to the fold...

Page 210: ...e folder appear in the List View box 4 Right click on an open area in the folder 5 Click on the Paste menu item The contact is moved to the new folder Note After you have used the Cut command indicate...

Page 211: ...enu item Using the right mouse button 1 Right click on the contact you want to delete 2 Click on the Delete menu item Using the keyboard 1 Click on the contact you want to delete 2 Press the Delete ke...

Page 212: ...asily organize your contacts using folders For more information refer to the following topics Creating a new folder in the Address Book on page 213 Copying and pasting a folder on page 216 Moving a fo...

Page 213: ...nside the folder selected in the Tree View on the left of the Address Book Note You cannot add folders to the Quick Dials folder For more information refer to the following topics Creating a new folde...

Page 214: ...dress Book 2 Click on the File menu 3 Point to the New menu item A submenu appears 4 Click on the Folder menu item The Create New Folder dialog box appears Tip Instead of doing steps 2 3 and 4 click o...

Page 215: ...ght side of the Address Book Tip Instead of doing steps 1 and 2 you can right click on the folder in the Tree View left side of the Address Book you want to add the new folder to 3 Point to the New me...

Page 216: ...folder of contacts each new copy of a contact is linked to its original If you make a change to the copy the original is also changed Refer to Using the linked copy method on page 200 For more informa...

Page 217: ...r into another folder 1 Click on the folder you want to copy 2 Click on the Edit menu 3 Click on the Copy menu item 4 Open the folder you want to copy the folder into The contents of the folder appear...

Page 218: ...another folder 1 Click on the folder you want to copy 2 Click on the Copy button on the toolbar shown on the right 3 Open the folder you want to copy the folder into The contents of the folder appear...

Page 219: ...ther folder 1 Right click on the folder you want to copy The folder must be in the List View box 2 Click on the Copy menu item 3 Open the folder you want to copy into The contents of the folder appear...

Page 220: ...l of the contacts and folders it contains move with it For more information refer to the following topics Moving a folder using the menu bar on page 221 Moving a folder using the toolbar on page 222 M...

Page 221: ...er 1 Click on the folder you want to move 2 Click on the Edit menu 3 Click on the Cut menu item The folder dims 4 Open the destination folder The contents of the folder appear in the List View box 5 C...

Page 222: ...lick on the folder you want to move 2 Click on the Cut button on the toolbar shown on the right The folder dims 3 Open the destination folder The contents of the folder appear in the List View box 4 C...

Page 223: ...and drop To move a folder using drag and drop both the folder you are moving and the folder you are moving it to must be visible in the Address Book To move a folder 1 Drag the folder you want to move...

Page 224: ...k on the folder you want to move The folder must be in the List View box 2 Click on the Cut menu item The folder dims 3 Open the destination folder The contents of the folder appear in the List View b...

Page 225: ...he right mouse button 1 Right click on the folder you want to rename 2 Click on the Properties menu item The Folder Prop erty dialog box appears 3 Type the new name of the folder 4 Click on the OK but...

Page 226: ...2 Click on the Edit menu 3 Click on the Delete menu item 4 Click on the OK button to confirm deleting the folder and its contents Using the right mouse button 1 Right click on the folder you want to d...

Page 227: ...ther they are saved in the telephone Directory or in the Address Book in Personal Call Manager For more information refer to one of the following topics Finding a contact in the telephone Directory on...

Page 228: ...17 telephone or Personal Call Manager to make answer and hold calls For more information refer to the following topics Making calls on page 229 Answering calls on page 263 Holding and unholding calls...

Page 229: ...a call using the telephone or Personal Call Manager For more information refer to the following topics Making a call using the telephone on page 230 Making a call using Personal Call Manager on page 2...

Page 230: ...ther line on page 232 Using the telephone Directory to make a call on page 233 Using a memory key to make a call on page 235 Using the Callers List to return a call on page 236 Using the Redial List t...

Page 231: ...ion must be off For more information refer to Selecting the dialpad option on page 239 To predial a call 1 Enter the number using the dialpad Check the display to ensure you entered the number correct...

Page 232: ...n your other line 1 Press the other line key The original line is put on hold 2 Dial the telephone number Switching between callers To switch to the caller that is on hold press the appropriate Line k...

Page 233: ...into the Directory refer to The telephone Directory on page 139 To dial a number using the Directory 1 Press 2 Press or or use the dialpad to find the item you want to dial out Refer to Finding a con...

Page 234: ...starting with J press fi then press to scroll through the J listings Refer to the letter chart shown under Entering Names on page 153 To go directly to a particular contact 1 Press 2 Spell out the con...

Page 235: ...2 Press the memory key with the number you want to dial out Note If the Live Dialpad option is turned on you do not have to lift the handset or press any other button Pressing the memory key automati...

Page 236: ...bout the Callers List Mode refer to Set ting the Callers List mode on page 338 3 Use to find the contact you want to dial out 4 Lift the handset or press or 5 To end the call press or hang up If you h...

Page 237: ...List To make a call from the Redial List 1 Press The telephone display shows the last number you dialed 2 If you want to select a different redial number find that number by pressing 3 When the numbe...

Page 238: ...tions password using the telephone on page 87 for more information 3 Use to scroll to option number 12 or press 4 Press to change the headset mode By default the headset mode is turned off Note When t...

Page 239: ...lephone is in pre dial mode This means that after you dial the telephone number you must lift the handset or press or before the telephone number is dialed To select the dialpad mode using the 9617 te...

Page 240: ...is Line 1 You can select either line as your prime line To change the prime line 1 Press the Options key 2 Enter your Options password if required Refer to Set ting the Options password using the tele...

Page 241: ...e using Personal Call Manager are in Handsfree mode Do not pick up the handset before making a call with Personal Call Manager Pick up the handset only after the telephone number has been dialed unles...

Page 242: ...appears in the Calls box When you manually dial a telephone number Personal Call Manager compares the dialed number to the numbers stored in the Address Book If a match is found the name from the Add...

Page 243: ...Dials folder 2 Right click on the icon 3 Point to the Dial menu item A submenu appears 4 Click on the telephone number you want to dial for this person i e the Business or Business extension Home or...

Page 244: ...telephone number is the number that is dialed out automatically unless you specify otherwise For more information refer to Adding a new contact to the Address Book on page 170 To dial the default tel...

Page 245: ...ess Book on page 170 To call a non default telephone number using the drag and drop method 1 Find the icon of the person you want to call in the Address Book You can look either in the My Con tacts fo...

Page 246: ...You can use Quick Dials Redial List Callers List or Manual Dial For more information refer to the following topics Returning a call using the Callers List in Per sonal Call Manager on page 247 Rediali...

Page 247: ...2 Point to the Callers List menu item A submenu appears 3 Click on the contact you want to call If you have trouble making a call from the Personal Call Manager Callers List you may have to dial the n...

Page 248: ...tored there To make a call using the Redial List 1 Click on the Personal Call Manager task tray icon or the Calls menu See The task tray icon on page 55 2 Point to the Redial List menu item A submenu...

Page 249: ...you have stored in the Quick Dials folder in the Address Book To make a call 1 Click on the Personal Call Manager task tray icon or the Calls menu See The task tray icon on page 55 2 Point to the Qui...

Page 250: ...g on the Dial button on the toolbar shown on the right 3 Enter a telephone number in the text field in the upper left corner of the dialog box You can also search for a contact by name or number For m...

Page 251: ...Now button In either case contacts that match your criteria appear in the bottom area of the dialog box To use the Dial dialog box 1 Click on the Personal Call Manager task tray icon or the Calls menu...

Page 252: ...Click on the Dial button Note All calls made using Personal Call Manager are in Handsfree mode To turn off Handsfree lift the handset after the call has been dialed For information on Handsfree refer...

Page 253: ...e Memory Key menu item The Memory Key dialog box appears Tip You can also open the Memory Key dialog box by clicking on the Memory Key button on the toolbar shown on the right 3 Click on the contact y...

Page 254: ...For more information refer to Slow Search on page 255 In Fast Search mode Personal Call Manager starts searching through the contacts as soon as you enter characters For more information refer to Fast...

Page 255: ...nu item The Search dia log box appears 2 Enter the last name or telephone number of the con tact you want to find exactly as it is in the Address Book including the plus sign and brackets e g 1 555 55...

Page 256: ...ing the contact opens and the selected contact is highlighted For more information refer to the following topics Fast Search on page 257 Searching based on a contact s first or last name on page 259 S...

Page 257: ...n the Find Person menu item The Search dia log box appears 2 Enter the first character of the last name or telephone number of the contact you want to find exactly as it is in the Address Book includi...

Page 258: ...entering characters or use the scroll bar to find the contact in the Search dialog box 4 Click on the name of the contact you want 5 Click on the OK button The folder containing the contact opens and...

Page 259: ...Names are stored in the format last name first name If you know the starting letter of the last name simply enter it into the field below the Enter Phone Number or Name Last Name First Name label If...

Page 260: ...Stanley Steward Washington If you enter S the names that are found are Smith Stanley and Steward If you enter Ste the only name that is found is Stewart If you enter a the names that are found are Ma...

Page 261: ...ess or the applicable line key To switch to Handsfree mode when you are on a call press and return the handset to the handset cradle i e hang up the handset To turn off the Handsfree speaker lift the...

Page 262: ...Muting a call only works when you are in Handsfree mode To mute a Handsfree call 1 Press The light beside flashes and the telephone display shows Microphone muted You can hear your caller but your cal...

Page 263: ...using either the 9617 telephone or Personal Call Manager For more information refer to the following topics Answering a call using your telephone on page 264 Answering a call using Personal Call Manag...

Page 264: ...to answer a call using the 9617 telephone depending on the type of call To answer a telephone call 1 Lift the handset press or press the key for the line you want to answer If you lift the handset or...

Page 265: ...ll flash beside the line that is ringing an arrow will appear on the telephone display To see the Caller ID of the incoming call press To answer the call press the line key of the line that is ringing...

Page 266: ...s option is enabled by default For more information refer to Choosing the Call Waiting ID option on page 268 When you receive a Call Waiting call you hear the Call Waiting beep and Call Waiting ID app...

Page 267: ...same as normal calls You answer them both the same way For more information refer to Answering a call using Personal Call Manager on page 271 Note After you answer a Call Waiting call you will see two...

Page 268: ...ID when an extension telephone another telephone in your house or business is using the same telephone line When Call Waiting ID is off You can also choose to suppress the display of Call Waiting ID b...

Page 269: ...ting ID on or press to turn it off 7 Press You can also turn the display of Call Waiting ID on or off using Personal Call Manager For more information refer to The Line tab on page 93 Disabling the Ca...

Page 270: ...choose which line is the prime line Select Answr longest if you want the telephone to automatically answer the line that began ringing first when both lines are ringing and you lift the handset or pre...

Page 271: ...or on the telephone Note Calls answered using Personal Call Manager are always in Handsfree mode For more information refer to the following topics Caller ID and Personal Call Manager on page 272 Answ...

Page 272: ...and the Calls menu See Answering a call using the You Have a New Call dialog box on page 276 When you make or receive a call an icon appears in the Calls box Calls menu and Personal Call Manager task...

Page 273: ...o identify your contacts with a name or nick name you prefer rather than with the name provided by the telephone company If a match is found the name from the Address Book appears Note If you want nam...

Page 274: ...If you subscribe to the Caller ID and Call Waiting ID service the name or number of the caller appears beside the icon To perform a function on one of the current calls point at the name or number of...

Page 275: ...nd then click on the Properties menu item the Address Properties dialog box appears showing the Note tab if that caller is already stored in the Address Book When the Note tab appears you can click in...

Page 276: ...more information refer Using graphics to identify callers on page 184 To answer a call using the You Have a New Call dialog box click on the Answer button on the toolbar shown on the right Note The C...

Page 277: ...is already stored in the Address Book When the Note tab appears you can click in the text area and begin typing notes If the caller is not stored in the Address Book you will be given the option of ad...

Page 278: ...corresponding toolbar button To view this dialog box after you have closed it 1 Right click on the icon of the call you want to see the dialog box for 2 Click on the Monitor menu item You Have A New C...

Page 279: ...Address Proper ties dialog box for the call It allows you to add an entry for the caller to the Address Book or modify an existing entry for the caller You Have A New Call toolbar buttons page 2 of 2...

Page 280: ...ear on the Personal Call Manager task tray menu the Calls menu and the main window See The task tray icon on page 55 Although four calls can be controlled only one call can be active at any time unles...

Page 281: ...le the rest of the calls show the Held Call icon To switch to a different call 1 Double click on the icon of the caller you want to talk to The call you clicked on becomes the active call and the othe...

Page 282: ...tly active call shows the Active Call icon shown on the right while the rest of the calls show the Held Call icon To switch to a different call 1 Click on the task tray icon or Calls menu See The task...

Page 283: ...u item Tip If you right click on a caller in the Calls box and then click on the Properties menu item the Address Properties dialog box appears showing the Note tab if that caller is already stored in...

Page 284: ...onal Call Manager For more information refer to the following topics Putting a call on hold using your telephone on page 285 Unholding a call using your telephone on page 286 Putting a call on hold us...

Page 285: ...You won t lose the call if you hang up the handset Note The 9617 automatically takes a held call off hold when a person on an extension telephone answers it If you don t hang up the handset after you...

Page 286: ...telephone To retrieve a held call 1 Press If you don t retrieve the call within 15 minutes the call is automatically dropped Note The 9617 automatically takes a held call off hold when a person on an...

Page 287: ...n the Calls box A menu appears 3 Click on the Hold menu item Using the task tray or Calls menu 1 Make or answer the call 2 Click on the Personal Call Manager task tray icon or the Calls menu See The t...

Page 288: ...Manager task tray icon or the Calls menu See The task tray icon on page 55 2 Point to the caller you want to talk to A submenu appears 3 Click on the UnHold menu item Tip You can also double click th...

Page 289: ...appears 3 Click on the Release menu item Using the keyboard and Personal Call Manager To hang up a call using the keyboard the Personal Call Manager main window must be visible 1 Click on the icon of...

Page 290: ...one for the original call and one for the Call Waiting call When you are finished talking to one caller simply select the other caller by double clicking on his her icon Do not try to release the cal...

Page 291: ...h up to three other callers refer to Telephone network services you should subscribe to on page 22 For more information refer to the following topics Making conference calls on page 292 Making a Three...

Page 292: ...g yourself with two callers on one line and one caller on the other line To have two callers on one line you must subscribe to the Three Way Calling service from your telephone company You can create...

Page 293: ...all conference When you make a four call conference you are connecting yourself with two callers on one line and one caller on the other line To have two callers on one line you must subscribe to the...

Page 294: ...294 3 Press the key to conference the two lines together You can now talk to all three callers at once...

Page 295: ...alls box and then click on the New Conf menu item 3 Drag the icon of the second call in the Calls box on top of the icon in the Conference box OR Right click on the icon of the second call in the Call...

Page 296: ...to the Conference box Drag another contact from the Address Book on top of the icon in the Conference box You now have a Three Way call 2 Make a call on the other line by dialing manually or dragging...

Page 297: ...ne line with a call on your other line to create a four call conference For more information refer to Making conference calls on page 292 Using the 9617 telephone 1 Call one person on one line 2 After...

Page 298: ...con in the Con ference box The Add to Confer ence dialog box appears 3 When the contact answers click on the OK button to complete the Three Way call Note If the contact does not answer click on the D...

Page 299: ...u appears 2 Click on the HoldConf menu item All calls are put on hold and the call icons change to Held Conference icons Using the task tray or Calls menu in Personal Call Manager 1 Click on the Perso...

Page 300: ...the icons change to the Conference icons Using the task tray or Calls menu in Personal Call Manager 1 Click on the Personal Call Manager task tray icon or the Calls menu See The task tray icon on pag...

Page 301: ...ecomes active and the other call moves to the Calls box and is put on hold Using the right mouse button in Personal Call Man ager 1 Right click on the icon of the caller you want to speak to in the Co...

Page 302: ...302 3 Click on the Split Conf menu item The icons for both callers are moved to the Calls box The caller you selected becomes the active call while the other caller is put on hold...

Page 303: ...is are put on hold Using the 9617 telephone 1 Press the line key of the caller s you want to speak pri vately to Using Personal Call Manager 1 Drag the call icon of the single caller the caller that...

Page 304: ...menu in Personal Call Manager 1 Click on the Personal Call Manager task tray icon or Calls menu See The task tray icon on page 55 2 Point to the icon of one of the calls in the conference A submenu a...

Page 305: ...phone numbers automati cally on page 370 Stripping area codes from numbers in the tele phone Callers List on page 375 Restricting the telephone numbers that can be dialed on page 378 Preventing the te...

Page 306: ...nknown or private i e no telephone number is provided only three zeros are sent to your pager Setting up the Pager feature There are three steps to setting up the Pager feature 1 Log all calls for the...

Page 307: ...ture 1 Click on the Tools menu 2 Click on the Dial Using menu item The Choose a TAPI Line dialog box appears 3 Click on the Configure button The 9617 Configura tion Properties dialog box appears 4 Cli...

Page 308: ...ne 1 and Line 2 or calls from certain contacts in memory keys or the Directory Quick Dials folder To enable the Pager feature for a line 1 Click on the Tools menu 2 Click on the Dial Using menu item T...

Page 309: ...309 Refer to Pager Notification for Quick Dial and memory key contacts on page 310 for instructions on how to enable the Pager feature for certain contacts...

Page 310: ...o use this approach it is recommended that you select the All Calls option for both lines 1 and 2 For more information refer to Setting up the Callers List on page 336 Note Before following the steps...

Page 311: ...ys 1 Click on the Tools menu 2 Click on the Dial Using menu item The Choose a TAPI Line dialog box appears 3 Click on the Configure button The 9617 Configura tion Properties dialog box appears 4 Click...

Page 312: ...option For information about this option refer to About the Suppress First Ring option on page 313 For information on the ways you can screen your calls choose a topic below Using a Special Ring to id...

Page 313: ...Caller ID information isn t sent to your telephone until after the first ring When you enable the Suppress First Ring option the 9617 telephone does not ring until it has received the Caller ID inform...

Page 314: ...ify certain callers stored in the Quick Dials folder and in Memory keys For information on how to enable this option refer to About Ring Configuration settings for Quick Dials contacts on page 161 and...

Page 315: ...known A caller will be listed as unknown if the telephone company has no information for them Blocked calls rings once unless you have enabled the Suppress First Ring option For information on how to...

Page 316: ...le the Block Private Call option Personal Call Manager blocks all calls that have a Caller ID of private Blocked calls ring once unless you have enabled the Suppress First Ring option For information...

Page 317: ...to block 3 Click on the Edit menu 4 Click on the Properties menu item The 9617 Prop erty dialog box appears 5 Select the Never Ring option This option is selected when a check mark appears in the che...

Page 318: ...318 1 Click on the Quick Dial contact you want to change 2 Click on the 9617 Property Page button on the toolbar shown on the right...

Page 319: ...ick on the drop list arrow beside the TAPI Line field 4 Click on 9617 5 Click on the Configure Line button 6 If required type the Options List password 7 Click on the OK button The 9617 Configuration...

Page 320: ...a call However you can override the Don t disturb feature for certain contacts you have stored in memory keys or in the Quick Dials folder in Personal Call Manager by using the Always Ring option To u...

Page 321: ...Click on the Tools menu 2 Click on the Dial Using menu item The Choose a TAPI Line dialog box appears 3 Click on the drop list arrow beside the TAPI Line field 4 Click on 9617 5 Click on the Configur...

Page 322: ...et this feature using either the 9617 telephone or Personal Call Manager For more information refer to the following topics Don t Disturb and the M9617 telephone on page 323 Adding and using a Don t D...

Page 323: ...hen you use the DND setting it applies to all incoming calls However you can override the DND setting for contacts saved in Memory keys and in the Quick Dials folder which is the same as your 9617 tel...

Page 324: ...ry key so you can quickly turn it on and off even while your telephone is ringing For more information refer to the following topics Adding and using a Don t Disturb key on page 325 Deleting the Don t...

Page 325: ...Refer to Set ting the Options password using the telephone on page 87 for more information 3 Use to scroll to option number 21 or press 4 Press 5 Press the desired memory key 6 Press 7 Label the memo...

Page 326: ...e a Don t Disturb key First reprogram the key to be a memory key 1 Press 2 Press the memory key that contains the Don t Disturb feature 3 Press to begin re programming the key as a mem ory key 4 Press...

Page 327: ...ears on the dis play of the telephone the Don t Disturb icon shown on the right appears in the task tray on your computer DND appears on the Status Bar of Per sonal Call Manager You can turn the Do No...

Page 328: ...the DND menu item A checkmark appears next to the menu item when DND is enabled Other ways to turn DND on or off You can turn DND on and off using the Feature tab on the 9617 Configuration Properties...

Page 329: ...9617 Configura tion Properties dialog box appears 4 Click on the Memory Keys Assignment tab 5 Click on the memory key that stores the contact you want to override DND 6 Click the Configure button 7 Se...

Page 330: ...ou can also specify that a Quick Dial contact override DND using the Quick Dial Manager window This window also allows you to quickly review the ring configuration of all of your Quick Dials at once F...

Page 331: ...ger Notification options To set Ring Configuration settings for contacts stored in the Quick Dials folder 1 Click on the 9617 Options menu 2 Click on the Quick Dial Manager menu item The Quick Dials M...

Page 332: ...rmation on the options available refer to About Ring Configuration settings for Quick Dials con tacts on page 161 Note If you have selected several contacts some set tings may appear greyed out in the...

Page 333: ...to easily return calls and redial numbers Personal Call Manager also contains a Calls Log Window which logs complete records of your incoming and outgoing calls For more information refer to the foll...

Page 334: ...he Callers List on page 335 Setting up the Callers List on page 336 About the Callers List and the Pager feature on page 337 Setting the Callers List mode on page 338 Finding an item in the Callers Li...

Page 335: ...e saved in the memory key or Directory instead of the name sent with the Caller ID You can choose to record all of your incoming calls only unanswered calls or no calls in the Callers List Setting the...

Page 336: ...to scroll to option number 7 or press 4 Press to change the Callers List 5 Press 6 Press until you see the option you want Unanswered All calls or No calls The current option is indicated with a check...

Page 337: ...2 If you have enabled the Pager feature on Line 1 and Line 2 select the All Calls option for both Line 1 and Line 2 If you want the Pager feature to work for contacts stored in memory keys or the Qui...

Page 338: ...has less than 50 calls To set the Callers List mode 1 Press the Options key 2 Enter your Options password if required Refer to Set ting the Options password using the telephone on page 87 for more inf...

Page 339: ...e Combined option For more information about the Callers List Mode refer to Setting the Callers List mode on page 338 3 To see the first caller in the list press To move down and up the list press If...

Page 340: ...ep is not necessary if the Call ers List Mode is set to the Combined option For more information about the Callers List Mode refer to Setting the Callers List mode on page 338 3 Find the contact numbe...

Page 341: ...want to edit 4 Press any key on the dialpad to begin editing This may be required if you have tried to dial the number and there is no connection 5 To add digits use the dialpad To erase one digit to...

Page 342: ...re information refer to the following topics Stripping area codes from numbers in the tele phone Callers List on page 375 Dialing back a long distance number in the Callers List using the telephone on...

Page 343: ...List 1 Press 2 Use to find the item you want to edit 3 Using the dialpad press and the area code if nec essary 4 To dial the edited number lift the handset or press or 5 If you want to save the numbe...

Page 344: ...ed option For more information about the Caller List Mode refer to Set ting the Callers List mode on page 338 3 Find the item you want to copy 4 Press 5 Press or the memory key where you want to store...

Page 345: ...ation about the Callers List Mode refer to Set ting the Callers List mode on page 338 3 Find the item you want to delete 4 Press twice 5 Press To delete all numbers in the Callers List 1 Press 2 Press...

Page 346: ...al List To make a call from the Redial List 1 Press The telephone display shows the last number you dialed 2 If you want to redial a different number find that number by pressing 3 When the number is...

Page 347: ...the list where anyone can see it To delete the Redial List 1 Press 2 Press twice The entire Redial List is deleted Note You cannot delete individual entries in the Redial List You can program security...

Page 348: ...e Calls Logs are unlimited in size You can use these lists to return calls redial numbers or store contacts For more information refer to the following topics Viewing the Incoming and Outgoing Calls L...

Page 349: ...ng Calls Log Window or the Outgoing Calls Log Window appears To toggle between these win dows use the View menu or the toolbar buttons described below For more information refer to Making a call using...

Page 350: ...ng Calls Log Window click on the View menu and choose the Outgoing Calls Log menu item To view the Incoming Calls Log Win dow click on the View menu and choose the Incom ing Calls Log menu item 3 Doub...

Page 351: ...you want to delete 2 Click on the Edit menu 3 Click on the Delete menu item Tip You can also right click on the contact and then click on the Delete menu item To delete a range of Log entries 1 Click...

Page 352: ...List contains the telephone numbers of the last ten people who called you The Redial List contains the last ten telephone numbers you called These lists synchronize with the lists in the 9617 telephon...

Page 353: ...calls came in The calls shown on the Callers List are numbered from one to ten Call number ten is the most recent call and is stored at the bottom of the list Call number one is the oldest call and i...

Page 354: ...ager was not running when you made some calls The most recent call is at the top of the list number one the oldest call is at the bottom number 10 When there are already ten calls on the list and you...

Page 355: ...r task tray icon or the Calls menu See The task tray icon on page 55 2 Point to the Callers List menu item or the Redial List menu item A submenu appears 3 Click on the number you want to call Note Al...

Page 356: ...feature You can store feature codes in the Directory of your telephone or in the Address Book in Personal Call Manager For greater convenience you can store feature codes in the Memory keys of your 96...

Page 357: ...codes must be stored in two feature keys The On feature key stores the On feature code and the Off feature key stores the Off code Features that use the same code for both On and Off only need to be s...

Page 358: ...f you are saving a feature Off code enter the Off code You must subscribe to your telephone com pany for Custom Calling Features Contact your tele phone company for the appropriate feature codes 4 Pre...

Page 359: ...The feature code is dialed out on that line which turns the feature on or off for that line Note If the Live Dialpad option is turned on you do not have to lift the handset or press any other button P...

Page 360: ...the feature Use the second key to turn the indicator light off when you deactivate that same feature Note If you save a FeatureLight On key you must also save a Feature Light Off key to turn the set i...

Page 361: ...red memory key 4 Enter the telephone company feature code for turning the feature on Contact your telephone company for the appropriate feature codes 5 Press 6 Label the memory key Refer to Labeling m...

Page 362: ...NOT select a memory key yet To program the light off press 3 Press the desired memory key 4 Enter the telephone company feature code for turning the feature off Contact your telephone company for the...

Page 363: ...ly When the feature and light are on and you re not using the tele phone the telephone display shows Feature ON and the line that it applies to as a reminder Note If you see an arrow on the right of t...

Page 364: ...ime when you are on a call Or if you don t want the call timer to display automatically when you are on a call you can program the call timer to appear only when you press a Call Timer memory key Both...

Page 365: ...of the date and time when you are on a call To turn the automatic Call Timer on or off 1 Press the Options key 2 Enter your Options password if required Refer to Set ting the Options password using t...

Page 366: ...e on a call you can program the call timer to appear only when you press a Call Timer memory key Both lines are timed separately For more information refer to the following topics Adding a Call Timer...

Page 367: ...ions key 2 Enter your Options password if required Refer to Set ting the Options password using the telephone on page 87 for more information 3 Use to scroll to option number 20 or press 4 Press to ad...

Page 368: ...are not on a call the timer for the last call on each of your telephone lines appears To turn off the display of the call timer simply press the timer key again For information on adding a Call Timer...

Page 369: ...369 Deleting a Call Timer key To delete a Call Timer key 1 Press the timer key 2 Press twice...

Page 370: ...have to program a Busy Redial key enter the number of redial attempts you want your 9617 telephone to make before it stops and enter the delay time between attempts For more information refer to the f...

Page 371: ...he telephone on page 87 for more information 3 Use to scroll to option number 22 or press 4 Press 5 Press a memory key 6 Press 7 Press 8 Label the Busy Redial key Refer to Labeling memory keys on page...

Page 372: ...al attempts 1 Press the Options key 2 Enter your Options password if required Refer to Set ting the Options password using the telephone on page 87 for more information 3 Use to scroll to option numbe...

Page 373: ...e Options key 2 Enter your Options password if required Refer to Set ting the Options password using the telephone on page 87 for more information 3 Use to scroll to option number 24 or press 4 Press...

Page 374: ...ber the live dialpad option must be off refer to Selecting the dialpad option on page 239 and then press the Busy Redial key In this case your telephone begins automatically redialing the number using...

Page 375: ...ixes each up to seven digits long For example if you enter your area code into this option all calls in your area code appear in the Callers List with the area code stripped off the area code appears...

Page 376: ...e information 3 Use to scroll to option number 14 or press 4 Press 5 Enter the area code or prefix using the dialpad and press Repeat this step for each area code or prefix you want to enter for up to...

Page 377: ...ssword using the telephone on page 87 for more information 3 Use to scroll to option number 14 or press to go directly to the item 4 Press The first area code is displayed If this is not the number yo...

Page 378: ...he telephone display For example if you entered the codes 0 1 and 411 any number beginning with 0 1 or 411 could not be dialed from the telephone However the number 555 0411 could be dialed because it...

Page 379: ...5 Enter the digits you want restricted and press Repeat this step for each dialing restric tion you want to enter 6 Press Important Care must be taken when you are restricting numbers that start with...

Page 380: ...p 6 If not go to step 5 5 Press until you view the code you want to edit or delete 6 Edit or delete the dialing restriction press to backspace 7 Press 8 Repeat steps 5 and 6 for the restricted digits...

Page 381: ...11 could not be dialed from the telephone However if you entered 4118 as an override number you could dial the number 411 8679 To enter dialing restrictions overrides 1 Press the Options key 2 Enter y...

Page 382: ...ing the telephone on page 87 for more information 3 Use to scroll to option number 16 or press fl 4 Press The first override number appears If this is the number you want to edit go to step 6 If not g...

Page 383: ...display You can secure up to three 12 digit numbers For example Joe enters 291 9000 as a security number in the Options list His Voice Mail number is 1234 and his password is 5678 To access his messa...

Page 384: ...s password if required Refer to Set ting the Options password using the telephone on page 87 for more information 3 Use to scroll to option number 17 or press 4 Press 5 Using the dialpad enter the sec...

Page 385: ...er your Options password if required Refer to Set ting the Options password using the telephone on page 87 for more information 3 Use to scroll to option number 17 or press 4 Press 5 Press until you f...

Page 386: ...on how to do this refer to Importing and exporting contacts on page 191 2 Import the text file into spreadsheet or database pro gram format it and then print it from that program Note You can open th...

Page 387: ...fax machine To use a Fax Switch peripheral Both Line 1 and Line 2 must be combined on one telephone cord which is plugged into jack 1 of the 9617 telephone Refer to Determining whether you have two t...

Page 388: ...ripheral should be set to answer after three or more rings Note Do not subscribe to Call Waiting on Line 2 if you are using the Fax Switch feature If Line 2 of your 9617 telephone has Call Waiting ena...

Page 389: ...stance calls will be sent to the Fax Switch peripheral If this is the case do not use the Fax Switch feature When the Fax Switch peripheral is idle line 2 of the 9617 terminal can be used as a normal...

Page 390: ...x Switch feature To set the Fax Switch 1 Press the Options key 2 Enter your Options password if required Refer to Set ting the Options password using the telephone on page 87 for more information 3 Us...

Page 391: ...menu item A submenu appears 3 Click on the Control Panel menu item 4 Double click on the Add Remove Programs icon 5 Click on Personal Call Manager 6 Click on the Add Remove button Most of the files a...

Page 392: ...submenu appears 3 Point to the Personal Call Manager menu item A submenu appears 4 Click on the Voice Mail Assist menu item The main window appears OR 1 Right click on the Message Waiting or Personal...

Page 393: ...ight click on any field or button and click on the What s this menu item click in a field and then press F1 on the keyboard or click and hold the mouse button on a button and then press F1 on the keyb...

Page 394: ...nch an application When Launch Pad is running its icon shown on the right appears in the task tray See The task tray icon on page 55 for an illustration of the task tray To launch an application using...

Page 395: ...n the Windows Start menu 2 Point to the Programs menu item A submenu appears 3 Point to the Personal Call Manager menu item A submenu appears 4 Click on the Launch Pad menu item OR 1 If a Launch Pad s...

Page 396: ...button The Application Key dialog box appears 7 Type in a short name for the application 8 Select the application s executable exe file by clicking on the Browse button 9 To have the Launch Pad applic...

Page 397: ...tion using Launch Pad Launch Pad must be running in order for a memory key to launch an application To start an application using Launch Pad 1 On the 9617 telephone press the memory key to which the a...

Page 398: ...ok F10 or Alt activates the menus in Personal Call Manager use the arrow key on the keyboard to move right and left through the menu bar Delete hangs up the selected call or deletes the selected conta...

Page 399: ...of Windows While this Guide is designed primarily for use online it can also be printed Note For optimum online viewing set both the Screen and Desktop Display Area settings to 1024x768 and the Color...

Page 400: ...gh this Guide To scroll through the pages of this Guide use the navigation toolbar buttons shown below or scroll bars in Acrobat Reader or press the Page Up or Page Down keys on the keyboard For more...

Page 401: ...hand shown above right To jump to the topic the hand is pointing to click on it To use hotlinks ensure you have selected the Hand tool This tool is selected by default To select the Hand tool click on...

Page 402: ...see subtopics click the arrow to the left of a topic Bookmarks are provided for your convenience only You can hide them to reduce the amount of space this Guide uses on the screen To hide bookmarks 1...

Page 403: ...uttons on the Acrobat Reader toolbar Click on the Go Back button to see the previous page you looked at By continually clicking this button you can review one page at a time all of the pages in the Gu...

Page 404: ...o find topics related to the Directory enter the word Directory in the Find box 4 Click on the Find button Acrobat Reader highlights the first occurrence of the word you entered 5 To find the next occ...

Page 405: ...not clear For example to get a better view of the graphics in this Guide zoom the page view to 200 To zoom the page view 1 In Acrobat Reader click on the View menu 2 Click on the Zoom menu item OR 1...

Page 406: ...t the pages you need 4 Click on the OK button Tip If you have a Postscript printer you may be able to conserve paper by printing two pages of this Guide on each sheet of paper This print method is kno...

Page 407: ...nu bar and toolbar To access the main online help window 1 Click on the Help menu 2 Click on the Help topics menu item OR 1 Click on the Help button on the toolbar The main help window gives you three...

Page 408: ...g the mouse pointer To see help about the currently active window dialog box or text field simply press F1 on the keyboard To see help about a menu item point to it then press F1 on the keyboard If a...

Page 409: ...t see the name and number of my callers on the telephone display I can see Caller ID information for regular calls so why can t I see it for Call Waiting calls How do I answer a Call Waiting call My i...

Page 410: ...rid of a call icon in the Personal Call Manager Calls box even though the caller has hung up The name of a contact in the Directory is differ ent from the name that appears in the Quick Dials folder T...

Page 411: ...411 The problem I m having isn t listed here...

Page 412: ...h another device such as a lamp Note During a power outage the 9617 telephone still operates as a regular telephone only Line 1 works in this situation You can still receive and make calls using the d...

Page 413: ...wer a Call Waiting call To answer a Call Waiting call using the telephone press To answer a Call Waiting call using Personal Call Manager double click on the call icon in the Calls box For more inform...

Page 414: ...a code and your telephone service won t allow you to dial the area code for local calls Solution Try stripping the area codes from incoming telephone numbers so you can dial them For more information...

Page 415: ...page 140 The cursor doesn t move when saving in the Directory Cause The number or name you are entering is too long Solution Don t enter numbers longer than 24 digits or names longer than 16 characte...

Page 416: ...s the line key with the flashing light beside it to answer the call You may want to change your answer mode For more information refer to Selecting the answer mode on page 270 The Handsfree speakerpho...

Page 417: ...telephone line with the 9617 telephone The two line 9617 telephone assumes that you are using two lines and warns you that one of them is not connected Solution Disable the Check phone cord message u...

Page 418: ...roperly through the desk stand For more detail refer to Installing the M9617 telephone on page 5 I can t get rid of a call icon in the Personal Call Manager Calls box even though the caller has hung u...

Page 419: ...ng and outgoing calls to its log It has no size limit and will grow indefinitely Solution Delete some of the older entries to make the Calls Log smaller The smaller the Log the faster it appears The r...

Page 420: ...Manager when data is exported Solution Check the Address Properties dialog box for each contact to ensure you haven t entered any commas or hard returns in the data fields If you have delete the comma...

Page 421: ...421 If you ve read this owner s manual and consulted the Troubleshooting section and still have problems please call 1 800 574 1611 for technical assistance...

Page 422: ...ck of your telephone and the software version of Personal Call Manager ready before you call For information on how to find the software version you have refer to The About Personal Call Manager windo...

Page 423: ...ry to repair or replace a defective or malfunctioning telephone set under this warranty the provisions of this warranty shall apply to the repaired or replaced telephone set until the expiration of ni...

Page 424: ...s set forth or limited herein are the sole warranties and are in lieu of all other warranties expressed or implied including warranties or fitness for particular purpose and merchantability continued...

Page 425: ...om s option for a fixed charge You are responsible for all shipping charges For further information and shipping instructions continued In North America contact our service information number 1 800 57...

Page 426: ...icense from Aastra Telecom Limited Aastra This document Agreement is the legal Agreement which will govern the use of the Aastra distributed product called Personal Call Manager software and its assoc...

Page 427: ...led package containing the Software and will continue until You return the Software and related hardware components that were packaged with the Software to Aastra or Your Aastra Authorized Distributor...

Page 428: ...nt therein You shall use any copies You make only for archival purpose and shall keep a record of the location of all such copies You shall not allow anyone to use the Software except Your employees a...

Page 429: ...S THE WARRANTIES OF MERCHANTABILITY AND OF FITNESS FOR A PARTICULAR PURPOSE 5 Limitation on Liability Any possible liability to You or to any other party by Aastra and or Aastra s suppliers and or You...

Page 430: ...ith the Software as provided in paragraph 2 Aastra may terminate this Agreement and require You to return the Software and destroy all copies as provided in paragraph 2 if You violate any of the terms...

Page 431: ...format A file that is stored in comma delimited format has a comma between each field and a carriage return between each record A field is a single piece of information such as a last name A record i...

Page 432: ...licking moving the mouse pointer over an object and pressing the right mouse button will open a menu for most items in Personal Call Manager TAPI TAPI stands for Telephony Application Programming Inte...

Page 433: ...98 206 deleting from Address Book 211 editing 195 importing and exporting 191 moving 207 210 displaying 67 folders 212 adding 213 215 copy and pasting 216 219 deleting 226 moving 220 224 renaming 225...

Page 434: ...80 Answer longest option 270 Answer mode option Answer longest 270 Answer prime 270 Answer Preference see Answer mode option 96 Answer prime option 270 Answer toolbar button 278 Answering calls 263 us...

Page 435: ...ng Options password 88 Block Private Call option 97 316 Block Unknown Call option 97 315 Blocking calls see Screening calls 312 BMP bitmap file 184 Bookmarks 402 Both Address Book and Calls menu item...

Page 436: ...ller ID 43 44 97 99 104 149 180 189 236 264 265 273 274 313 315 316 335 340 412 414 and automatic date and time setting 21 and Name Matching 273 and Personal Call Manager 272 and the Callers List 335...

Page 437: ...ling card 126 Calls adding active caller to Directory 142 answering 263 using Personal Call Manager 271 using the telephone 264 266 blocking see Screening calls 312 Call Waiting 266 Callers List store...

Page 438: ...ialog box 253 with the Redial List 248 355 with the toolbar 250 251 253 using the telephone 230 on a second line 232 redialing a busy number automatically 370 372 374 with a memory key 235 with the Ca...

Page 439: ...g using dialpad 154 Check line cord message 6 19 34 48 84 93 Check phone cord troubleshooting 417 Choose a TAPI Line dialog box 24 90 124 Clear Message Waiting option 47 83 Clearing a memory key 113 C...

Page 440: ...137 to Address Book 169 to Directory 141 to memory keys 146 Address Book 157 address entering 174 Call Announcements 180 183 copying 198 206 linked copy method 200 203 template copy method 204 206 cut...

Page 441: ...199 folders 216 219 Cords see Telephone lines 6 connecting 7 Current calls in Personal Call Manager 68 toolbar 71 Current Calls section of the Address Book 60 Customer support 422 Customizing the tele...

Page 442: ...ng menu item 90 113 117 119 121 124 156 307 308 311 319 321 329 Dialing default telephone number 244 hiding the numbers dialed 383 long distance 343 manually 57 250 non default telephone number 245 pr...

Page 443: ...olbar button 66 Display changing language 365 contrast 18 99 language 20 messages Callers List 42 general 34 viewing multiple messages 42 Distinctive Ringing service 388 DND see Don t Disturb feature...

Page 444: ...mer option 95 Enable DND option 102 Enable Headset option 95 Enable line cord check option 93 Enable live dialpad option 95 Enable Pager Notification option 93 104 Ending a call 289 Enter area codes o...

Page 445: ...nd Now button 128 Find Person menu item 255 257 Find Person toolbar button 65 Find tab in Windows help 408 Finding contacts see Searching for contacts 254 Firmware version 86 Flashing lights on the te...

Page 446: ...238 Headset mode option 238 Held Call icon 56 69 287 Held Conference icon 56 69 Help menu 61 Help messages in the Status Bar 74 Help toolbar button 65 Help topics accessing Windows online help topics...

Page 447: ...tray icon 55 task tray menu 56 icons DND in task tray 102 327 Import Contact menu item 193 Importing contacts 191 192 Incoming call 38 39 Incoming Calls Log Window 333 349 copying to Address Book 190...

Page 448: ...also Line cord setup and Telephone lines 6 choosing 9617 TAPI line 124 keys 31 Prime line for telephone 96 240 TAPI line used 74 90 Line indicator light extension in use 41 messages 39 Line x is prim...

Page 449: ...30 Make calls first message 35 Make second call message 35 Making Calls see Calls making 229 Manual Dial menu item 250 251 253 Manual Dial toolbar button 71 Memory Key dialog box 253 Memory Key toolba...

Page 450: ...ice Mail 38 viewing multiple display messages 42 Microsoft 126 Modem connecting to telephone 387 390 Moving contacts 207 210 folders 220 224 Muting Handsfree calls 262 My Contacts folder 159 N Name Ma...

Page 451: ...in Personal Call Manager 174 default telephone number 179 244 deleting from Callers List 345 dialing restrictions 106 378 overriding 381 editing in Directory 143 editing in memory keys 151 entering 1...

Page 452: ...2 Restrictions 84 Ring tone 82 Security numbers 84 Set list mode 83 Time date 82 Timer key 85 Versions 86 Options key 32 Options List 76 81 password 87 107 108 bypassing using backdoor feature 88 summ...

Page 453: ...it works 306 setting the Callers List 337 Pager Notification option 155 Pages turning or scrolling 400 402 Password bypassing using backdoor feature 88 for Options List 86 87 107 108 Paste menu item...

Page 454: ...r 127 Search 128 startup synchronization 134 Preferences menu item 129 131 133 134 Press Conference message 35 Press line key message 35 Prime line 96 choosing 82 240 Printing Address Book contacts 38...

Page 455: ...tory 141 deleting 347 making calls from 248 346 synchronizing 78 Redial List is empty message 36 Redial List menu item 248 355 Redialing a busy number automatically 370 372 374 Release Call toolbar bu...

Page 456: ...12 Always Ring option 320 Block Private Call option 316 Block Unknown Call option 315 Never Ring option 155 161 317 319 Special Ring 155 161 314 Suppress First Ring option 313 Scroll keys on the telep...

Page 457: ...ne line cord 10 Personal Call Manager 123 two line cords 11 Shortcuts 398 Show Call Log Window menu item 190 349 350 Show Warning 136 Slow Search 128 Small Icon menu item 166 Small Icons toolbar butto...

Page 458: ...the telephone and computer 76 Quick Dial folder and Directory at startup 145 T Table of Contents see Bookmarks 402 TAPI line 24 61 74 123 defined 124 433 specifying 9617 124 used 90 TAPI Line Configu...

Page 459: ...g your setup 6 one line cord setup 10 options for 93 two line cord setup 11 Telephone network services 22 Telephone numbers see Numbers 174 Template copy 204 206 Three call conference call 293 Three W...

Page 460: ...211 226 289 Unhold toolbar button 278 Universal Serial Bus 8 10 11 Unknown callers 414 blocking 315 Unknown Name message 36 44 45 Unknown number message 36 44 Up One Level toolbar button 63 USB 8 10...

Page 461: ...er 52 for ringer 50 key 32 muting a Handsfree call 262 ringer 94 W Warranty 9 422 426 software 429 430 WAV file 180 Wildcard characters for searching 260 Y You Have a New Call dialog box answering a c...

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