Nortel Networks P0887496 Manual de usuario descargar pdf (Pagina 72)

Maintaining caller and employee information

Norstar PC Console 1.1 User Guide P0887496 01

Using the Make Caller button

This function is used when an employee calls from a customer’s office.

To assign the name of an employee to a caller record:

1. Select the employee's extension in the

Directory

(or enter the employee’s extension num-

ber in the

Target

box)

2. Click .

The name of the employee is now assigned to the caller record and is not saved as a customer

record.

Adding notes to employee records

You can select from a list of notes or type a personal note for an extension to appear in the

Notes

column under

Directory

in the Attendant main window.

Note

: You cannot change an extension’s note unless the Attendant

and Server databases are synchronized and, the

Synchronization

icon, , appears on the Status Bar.

To select from the available list of notes:

1. Click an extension number in the

Full

Assigned

Selected

Directory

views.

2. Click the drop down arrow of the

Note

box.

3. Click the applicable note from the drop down list. The note now appears in the

Notes

column under

Directory

To type a note:

1. Click an extension number in the

Full

Assigned

Selected

Directory

views.

2. Position the cursor in the

Note

box, and type a note.

3. Press

Enter

. The note now appears in the

Notes

column under

Directory

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Nortel Networks P0887496 Manual de usuario Pagina 72

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