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Configuring Action Events

Impact Group lets you determine how you want the system to handle telephone calls that you make or receive,
and to determine what happens when these call events occur. For example, you could arrange for an application to
open a customer profile database whenever you answer an incoming call (referred to as a screen pop).

Configuring event actions consists of the following tasks:

creating new actions,

building macros,

assigning actions.

Creating Actions

This feature lets you create new actions and edit previously created actions that perform tasks for you.

1. From the Task menu, click Action.

The Create/Edit Actions menu appears.

2. From the Create/Edit Actions menu, click a

button to determine your next step. If
actions and applications already exist, you
can edit or delete them as desired. Further,
the Test Play button permits you to test an
application before you assign it to a call
event.

3. Begin the process of creating a new action

by clicking the New button. Complete the
task by entering the requested information
to create the macro that you want (see the paragraph below titled, Building The Macros).

Building The Macros

Impact Group uses keyboard macros to activate call event actions. A macro is a list of instructions that execute
certain functions when the assigned call event occurs. Impact Group includes macros that it follows when
executing standard client applications; however, you must build the macro for any custom action that you wish to
take place. Do this by recording the keystrokes that it takes to perform the action. This means that you must be
familiar with applications you are using so you know what keystrokes create the macros.

To record keystrokes for a macro, you must know how to use the keyboard to perform the desired functions
within the application. Keystroke actions could include first starting a special application, then locating a
particular database and finally searching within that database for specific information.

Using Impact Group 2 – 13

Impact Group User's Guide

GCA70–358

edit.cdr

Содержание Digital Communications Systems

Страница 1: ...Impact Group User s Guide For The DXP DXP Plus and FX Series Digital Communications Systems Impact Group PC group1 cdr ...

Страница 2: ...re compatibility Accordingly some features identified in this publication will not operate if some other feature is activated Comdial disclaims all liability relating to feature non compatibility or associated in any way with problems which may be encountered by incompatible features Notwithstanding anything contained in this publication to the contrary Comdial makes no representation herein as to...

Страница 3: ...etting The System Configurations 1 8 Using The Keyboard 1 9 Using The Mouse 1 10 2 Using Impact Group 2 1 Using Impact Group To Handle Calls 2 1 Answering Calls 2 1 Holding Calls 2 2 Parking And Retrieving Parked Calls 2 3 Transferring Calls 2 3 Paging Other Stations 2 4 Conferencing Calls 2 4 Dialing Calls 2 5 Hanging Up Calls 2 5 Forwarding Calls 2 6 Using Special Purpose Impact Group Features 2...

Страница 4: ...Making A Personal Directory 2 10 Sending Messages 2 11 Using The Tracker Pager 2 12 Configuring Action Events 2 13 Index Index 1 2 Contents GCA70 358 Impact Group User s Guide ...

Страница 5: ...wn telephone and view call and status activity at all other stations in the system Among the many features that Impact Group makes available to you are the following items real time status updates of telephone activity tracking people using wireless pagers access to system wide features such as Park Orbits and Page Zones full keyboard and mouse interfaces Impact Group uses a special purpose keyboa...

Страница 6: ...he program does not start automatically you can start it by Clicking Start Programs Impact Group OR If there is an Impact Group icon on your desktop double click on it Once Impact Group is running the main window appears 1 2 Introducing Impact Group GCA70 358 Impact Group User s Guide group2 cdr ...

Страница 7: ...remember its details if the call returns to you Page Making general announcements using system telephones as paging devices Park Placing or picking up calls from any of 90 park orbits Pick Answering calls that ring at any other extension Release Another term for hanging up on a call Split Switching between the current call and the last call on hold the previously active call goes on hold Silent St...

Страница 8: ...e features are duplicated elsewhere in the program and can be activated by clicking on a tool or station icon Using The Tool Bar As with the task menus the tool bar buttons provide commands that activate as you click on them some unique and some duplicating actions that you can do with different techniques The tools identify their actions as you move the cursor across them 1 4 Introducing Impact G...

Страница 9: ...e Waiting Black with red light showing Black On Hold Black Red lifted over telephone Icon Out Of Service Gray Gray Explaining The Selection Tabs The different tabs on the main screen allow you to view different selections of stations The names and stations shown in the checklist are the names entered by the installers as they program the digital communications system The following table details th...

Страница 10: ... call to be connected when you press the Answer key if several calls are ringing at once for example calls recalling from hold or park you can highlight one of the other calls Call History The Current Calls Window includes a call history log that contains a detailed listing of the calls that you have made and received Double click on the call history log to open it for viewing You can recall any c...

Страница 11: ...s always visible when Impact Group is active The display is scrollable whenever there are too many stations to be displayed at once The Stations window shows the following items the extension and display name of the stations in the groups you have defined icons of different colors and different handset positioning to differentiate between the station operating states NOTE If the installer adds sta...

Страница 12: ...leave this box unchecked the automatic hold configuration that the installers set for the digital communications system prevails Beep When Popping Up When you check this option the computer sounds an audible signal whenever the Impact Group application comes to the top of your display screen Debug Mode Should problems occur during Impact Group operation the installer can use this debug mode to fin...

Страница 13: ...Keyboard The PC console keyboard provides you with keyboard access to the more frequently used Impact Group functions Many people find using the keyboard keys to be faster that moving the computer mouse and clicking on the functions that they need From almost every menu you can type a system user s name and automatically highlight the icon associated with their telephone Introducing Impact Group 1...

Страница 14: ...n Note you cannot transfer a conference call Click your station selection when a call is ringing and drag it to another station Transfers the ringing to the other station Double click the Notes line Shows history of messages sent by other Comdial applications Mouse Action In Phones Window Definition Of Action Click and drag a station selection from the Phones Window to the Calls Window Makes a cal...

Страница 15: ...y Enter key on the keyboard click the Answer button on the toolbar right click the call you wish to answer and select Answer from the dialog box use the Call task menu and select Answer OR press Alt C then press A NOTE The system automatically places a currently active call at your station on hold when you answer a new call Using Impact Group 2 1 Impact Group User s Guide GCA70 358 2 ...

Страница 16: ...l press the Hold Retrieve key minus key click the Hold Retrieve button on the toolbar right click the call you wish to take off hold and select Retrieve from the dialog box use the Call task menu entry and select Retrieve OR press Alt C then press R Using The Split Feature Use the Split feature to toggle between two held calls thus making first one call then the other the active call To use the Sp...

Страница 17: ...task menu you can create transfer arrangements by selecting numbers from the overall list different groups or a personal directory The dialog shows which system stations are busy so that before you call someone you can determine whether he or she can answer your call To transfer calls press the Transfer key Decimal key click the Transfer button on the toolbar click and drag the ringing call from t...

Страница 18: ...ps or a personal directory The dialog shows which system stations are busy so that you can determine whether he or she can answer your call Use one of the following methods to set up a conference call press the Conference key F8 key click the Conference button on the toolbar click and drag the station that you want in the conference from the Stations window to the Calls Display repeat for addition...

Страница 19: ... your personal directory or any special station groups Click a number or name in the selected directory or group to place the selection in the select who to call area Use any of the following methods to dial a call click the Dial button on the toolbar click and drag the telephone you want to call from the Stations window to the Calls window from the Call task menu select Dial press Alt C followed ...

Страница 20: ...ing at the station and receive no answer No Forwarding the default setting Disables the Call Forwarding feature You can exercise the call forwarding feature for your station as well as for any other station in the system To choose call forwarding from the Call task menu select Forward OR press ALT C and then press F These actions open the Forward Phone dialog box from which you pick the forwarding...

Страница 21: ...ce your station in the Do Not Disturb mode whenever necessary When a telephone is in Do Not Disturb mode the display shows the telephone icon for the station with a slashed red circle superimposed over it To place your station in do not disturb from the Call task menu select Do Not Disturb OR double click your station icon in the current calls window Muting Your Telephone You can mute voice transm...

Страница 22: ... opens the Phone Volume dialog box From this box drag the slider bars to the loudness settings that you desire Once you adjust the settings click the OK button to accept them Tagging A Call You can tag a call with text that you create Impact Group displays this tag whenever the call is viewable This call tagging feature is useful to identify calls that have returned to your attendant station as a ...

Страница 23: ...nent to you you cannot edit them To create a personal group 1 From the Options menu select Groups 2 From the Group Definition dialog click the New button to create a new group A New Group entry window appears 3 Type the new group s name in the blank line 4 Click the OK button to accept the name then click on the names that you wish to add to the group 5 Once you have finished click the OK button t...

Страница 24: ...Personal Directory OR press Alt C then press P From the open Personal Directory dialog 1 Click the New button type new information in the entry windows and click OK 2 Click the Edit button to modify existing information and click OK when you are done 3 Click the Delete button to eliminate calling information you no longer need and click OK 4 Repeat the adds edits and deletes until the directory is...

Страница 25: ...sponse choices include None Yes No or Take Message or Hold In addition to sending messages to stations for display you can send messages to other PC Attendant positions on the system and receive on your screen a reply from that attendant The software provides several methods for opening the Message dialog box Choose a method from the following list from the Options menu select Message press Alt O ...

Страница 26: ... the Schedule Track menu 3 Click OK Should someone track you read the tracker message like an e mail message by selecting the New Tracks entry on the Current Calls window You view previous tracks by double clicking the Track line within the Current Calls list Impact Group provides several different methods for opening the tracker window Choose a method to use from the following list use the Tracke...

Страница 27: ...the process of creating a new action by clicking the New button Complete the task by entering the requested information to create the macro that you want see the paragraph below titled Building The Macros Building The Macros Impact Group uses keyboard macros to activate call event actions A macro is a list of instructions that execute certain functions when the assigned call event occurs Impact Gr...

Страница 28: ...pen the Get Which Window menu 4 In the Get Which Window menu select the window that you wish to be in when you start recording the macro keystrokes For example if your macro involves opening a database program when a certain call event occurs you need to specify that window here If the call event for which you are composing a macro involves dialing an outbound call click the Dial using current win...

Страница 29: ... macro Select a predefined macro from the displayed list and click OK Impact Group has keystrokes already stored for several common client applications and you need do nothing more than select the application to complete the recording process Click the Record a new macro selection and press OK to turn on the keystroke recorder so you can start recording keystrokes for the macro Once you have recor...

Страница 30: ...sign 4 Click the box next to the caller ID statement to check or uncheck its control the statement only affects outside calling if checked Call from Outside and Answer from Outside will be triggered only if Caller ID is active 5 Assign an action as an outgoing macro if wish and specify a key you can type to activate the action You may find this feature useful for automatically dialing a number at ...

Страница 31: ... 12 Current Calls Window 1 6 D Debug Mode 1 8 Dialing 2 5 Drop Down Menus 1 4 F Forwarding Calls 2 6 H Hanging Up 2 5 Headset Operation 2 8 Hide When Done With Call 1 8 Holding Calls 2 2 I Impact Group Window 1 4 K Keyboard Use 1 9 M Messages 2 10 Mouse Use 1 10 P Paging 2 4 Parking Calls 2 3 Personal Directory 2 9 Personal Groups 2 8 Pop Group For Answered Call 1 9 Pop To Top On Incoming Call 1 9...

Страница 32: ...the Program 1 2 Station Operating Conditions 2 7 Do Not Disturb 2 7 Mute 2 7 Silent 2 7 Station Status Icons 1 5 Stations Window 1 7 System Configurations 1 8 T Tabs 1 5 Telephone Number 1 9 Terms 1 3 Tool Bar 1 4 Tracker Pager 2 11 Transferring Calls 2 3 V Volume Control 2 8 2 Index GCA70 358 Index ...

Страница 33: ...ies arising from the interpretation of the information contained herein The information contained herein does not purport to cover all details or variations in equipment or to provide for every possible contingency to be met in connection with installation operation or maintenance Should further information be desired or should particular problems arise which are not covered sufficiently for the p...

Страница 34: ...Charlottesville Virginia 22901 2829 R World Wide Web http www comdial com Printed in U S A GCA70 358 02 7 99 ...

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