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Toshiba 84L9300U Flat Panel Television User Manual

1. 22 Strata CIX Net Phone UG 04 08 Net Phone Settings Preferences Calling Within My Home Area Code e Home Area Code Set this to the Area code where the phone is located This will be used by Net Phone to determine which dialed calls are within your home area code and when searching a contact manager reverse screen pop the dialed number will need the area code included i e Microsoft Outlook This is a duplicate of the entry to the one made in the Dialing Tab thus the value entered previously will show here e All Home Area Code Numbers Local Select either All Calls in my Area Code or only Calls to these Office Codes e Local Office Codes This entry is only presented if you chose Call to these Office Codes in the previous step The pull down listing shows the exchange codes prefix codes that are considered to be a local call from your location Click the C button to display the Change Dial Rules screen To Add Local Prefix Codes Enter the prefix code and click Add The wild card character can be entered at the end of a prefix code entry to represent a range of codes For example 75 would represent all codes 750 to 759 and 7 would represent codes 700 to 799 e To Delete Local Prefix Codes Highlight a prefix entry and click Delete button The delete button removes the entire entry from the list thus if the entry has a wild card then it removes all codes represented by t
2. before they press SAVE to export the information to the centralized database Add Edit Action x Name Export to File Export Call Info Path amp Filename Last FARE IMP Export Call Info z Save Cancel Browse Show Test Path amp Filename Enter the complete path name for writing the exported file or browse to find the path Log Info to File This action writes a string of information to a text file This can be used to make a call log like personal SMDR and or to trigger actions in other programs A wide range of call and system variables see Action Variables on page 37 may be used to create the information to be written into the file ES Add Edit Action E Name Log Info to File Log Filename Browse Type Application Data1CTSiNetPhoneiCallLog bd Log Info to File v Log String amp D amp t amp T amp t 3B E H 10N 3S8 Save Cancel d Show Test Log Filename Enter the complete path name of the file to log the information Use the Browse button to find the file name when needed Strata CIX Net Phone UG 04 08 49 User Defined Actions Creating Actions Log String Create the string defining the content to be written into the file The above example created the following entries into the file CallsLog txt Note The number of characters sent for the name variable was limited to the first 10 characters 10N which truncated the name
3. e Action Choose an action to be performed This selection will open additional settings corresponding to that action See the settings below for the different possible actions Feature Code Keys Provides one button access to a Feature Code on the PBX You can include additional digits when appropriate The PBX used will determine access to the Feature Codes available For example to log into ACD Group x2000 you could set the Parameter to 326 2000 to work as a Log In key 4 Setup Key x Sample EUA Back Color Key Label ACD Log In Text Color Default Colors Action Feature Code ie Feature Code 3262000 Save Cancel Initialize Strata CIX Net Phone UG 04 08 Net Phone Settings User Programmable Keys Speed Dial Keys Creates a speed dial key for one button dialing Net Phone automatically inserts the Trunk Access Code when a Dial Plan has been specified making it unnecessary to enter this code in the speed dial number Speed Dial numbers can be any number 0 9 and and digits You can include commas to insert a 2 second pause in the dial string i e setting up a key to call V mail x2502 and logon to a mailbox 1000 with password 12345 then enter 2502 1000 12345 You can also include an X character in a phone number string to have the dialing stop at that point and queue up the rest of the number in the dial buffer The user can listen to the call and click the Dial butto
4. Add Debug features WO Add Operator features S Remove standard features T Show Type column Enter a URL to be opened If blank the default URL of NB Do not show Back button B Show Back button Browser the Option key is accessed F Show Forward button W Show Web URL NX Hide Notes column Call History lt blank gt NV Hide View Info option More Buttons Enter a number n where n 1 8 representing the button bank to be displayed lt blank gt Strata CIX Net Phone UG 04 08 55 User Defined Actions Creating Actions Button Name URL Param1 Param 2 Chat lt blank gt lt blank gt Power Dialer lt blank gt lt blank gt Replay lt blank gt lt blank gt Note Specifying a new file name in Param 1 and requires manually creating that file of the same name in the Documents and Settings lt User Name gt Local Settings Application Data CTS Net Phone folder may be used This method allows multiple personal directories to be created each showing only the names listed in that directory Popup Call Info Screen This action will pop open either the Standard Call Info screen or Extra Call Info screen The Standard Call Info screen allows the user to type in the Caller ID name or number or Account code of a call lookup the phone number in Outlook and or Open a Contact or Journal or Divert a Ringing call to another lo
5. Feature Directory JV Show Standard Features J Show Type Column J Show Operator Features I Show Debug Features Caption Okay Cancel Initialize Feature Directory 32 Show Standard Features Display standard PBX feature codes in the Directory listing Show Operator Features Display Operator feature codes in the Directory listing Show Debug Features Display Debug features in the Directory listing Show Type Column The Feature Type column will appear in the Directory listing S Standard O Operator D Debug Caption Enter a name to be displayed in the window to distinguish this directory listing from other directory listings Strata CIX Net Phone UG 04 08 Net Phone Settings Options Buttons Speed Dial Button xi Key Label Speed Dial Sample Speed Dial Key Type Speed Dia Tooltip My personal Speed Dia Personal Directory JV Edit Menu JV Outlook Menu Filename MyDir txt Caption Okay Cancel Initialize Personal Directory e Edit Menu Allow right click access to edit records in the Personal Directory e Outlook Menu Allow right click access to Outlook features in the Personal Directory e Filename File to store the personal Speed Dial records e Caption Enter a name to be displayed in the window to distinguish this directory listing from other directory listings Strata CIX Net Phone UG 04 08 33 Net Phone Settings Options
6. 11 conference 42 contact 124 add 19 D DDE message 59 dial 42 area code 23 dial buffer 4 dialing hot key 29 74 on screen 73 dial pad 4 dialpad 74 directories 109 directory extension 110 speed dial 112 Do Not Disturb 63 Do Not Disturb 3 drag and drop 45 74 DSS message 92 E enable sound 15 exporting actions 70 extension directory 31 extension number vi extra info 16 feature 16 F feature code 40 features 73 field name 52 forwarding 64 G Goldmine 1 Strata CIX Net Phone UG 04 08 H hangup 42 headset controls 85 installation 84 operation 85 trouble shooting 87 volume control 86 help 8 hold 42 home area code 18 20 23 outside 24 importing actions 71 initialize key 39 Insight 48 K key ACD 43 action 43 change 40 copy 39 DSS extension 44 feature code 40 initialize 39 label 40 PBX command 42 run program 45 speed dial 41 swap 39 system 42 web 44 keys combination 62 creating keys 45 Strata CIX Net Phone UG 04 08 Index H N special 61 keystrokes 60 L LCD display 3 local dialing plan 20 22 logging in or out 81 log string 50 lookup 50 low profile 14 menu advanced 28 chat 31 message waiting 15 Microsoft 1 Outlook 1 Windows 98 1 Windows 2000 1 Windows NT 4 0 1 Windows Vista Windows XP 1 mobile user 15 N name 51 Net Phone expanded view 5 features 73 f
7. Starting OR DIFF amp V1 amp V2 Speak Appointment SPEAK Appointment OC SUBU Starting Now amp V1 amp V2 Announce Call CA T 8F N H 8V1 8V2 Exporting Actions Once an action has been designed exporting the action is recommended to provide a backup copy as well as a file that can be copied to other Net Phones To export an action you will need to be in the Add Edit Action screen and click the Show Test button to reveal the testing parameters and the Export Action button Pressing Export Action copies the details of the action into a special file named xx ACI where xx 1s a number assigned by the software corresponding to the action number i e 2 ACD This file is exported into the user s application data folder typically O Documents and Settings lt user name gt Local Settings Application Data CTS netphone In order to identify the file more easily you may want to user Explorer to rename that file to something more appropriate i e PLAYBELL ACI When renaming an action file always limit the file name to 8 characters prior to the ACI extension This file can then be copied to another PC to give a copy of the action to another user of Net Phone Leaving a copy in this folder provides a backup copy of the action That will be then be loaded at startup if that action were deleted in the Actions List see Importing Actions below for more details Note When exporting an action if a file with that name already exists
8. an error message will occur and the action will not be copied when this occurs you will need to use Explorer to rename the existing file and then export again Strata CIX Net Phone UG 04 08 User Defined Actions Action Variables Importing Actions When the Net Phone program starts up it automatically imports actions from the compiled NET_PHN ACS action file plus all action files ACx it finds in its startup folder The last character used in the extension of the file name defines how the action file is treated on importing e ACI These files are individual actions created by Exporting Actions These will be imported only when an action using the same action name does not exist in the compiled file Thus when this file exists and the user had made changes to this action the user can revert back to the original operation by deleting the current action in Net Phone then stopping and restarting Net Phone e AC1 Upon startup Net Phone always imports all One Shot action files AC1 When an action of the same name exists the action will be overwritten Once imported the One Shot export files are deleted These one shot files can thus be used to import an action just one time allowing the user to change or delete the action as desired e ACO Upon startup Net Phone always imports all Over Write action files and overwrites any action with the same name These are useful to ensure the actions do not g
9. e Streamline Button Used to change Net Phone back to its Streamlined view e Calls Window This window displays that status and associated information for each active phone call on the phone Thus you can easily view and manage multiple phone calls Right click the mouse on any call to view a menu of options for handling the call like Hold Transfer to Voice Mail Hang Up etc e Call Info Indicators on the right side of the Call Window is a Call Info Indicator that indicates if Extra call information is attached to a call A gray notebook icon means no information is attached a blue notebook icon means standard information is attached and a red notebook icon indicates priority information is attached to the call Press the Call Notes icon to view or change Notes information on the call Notes are retained with the call even when you transfer it to another person You may use Call Notes with an IVR to attach a Customer Name Credit Card Number and Zip Code to the call before you answer saving you from asking the caller for this information e Programmable Buttons A number of keys can be easily configured by the user as Feature keys Speed Dial keys Call keys User Action keys etc To change one of these keys simply Right Click the mouse over the key and use the Setup Key window to configure the settings for the key for details on programming these buttons refer to the User Programmable Keys on page 22 N
10. Buttons Call History Button Z Set Options Key Call History e View Info Menu Enables the View Info menu in the Call History Window Right click a Call Record to access the View Info Menu e Show Notes Column Allows Call History to show the Notes field for each Call Record More Buttons Z Set Options Key More Buttons Additional Buttons cof Buttons a Ey gt 34 Strata CIX Net Phone UG 04 08 Net Phone Settings Options Buttons Bank of Buttons e Bank Specifies the group number of the button bank You must specify a unique number for each bank of buttons If you assign the same bank to more than one button each of those buttons will show the same bank of keys e Caption Enter text to appear as a title bar for the new button bank e Rows Defines the number of rows of keys on the button bank e Columns Defines the number of columns of keys on the button bank e Auto Startup Place a checkmark in the box to automatically open this bank of buttons whenever Net Phone starts up e Screen Dockable Place a checkmark in the box if you want this bank of buttons to be capable of docking to the left or right side of your screen Browser Button xi Ez Label Browser Sample Browser Key Type Browser y Tooltip JOAISYS Home Page Web Browser Button URL http www oaisys com pr netphone cfm Show URL window J Auto Startup J Auto Start Hi
11. Chapter 6 Using Microsoft Outlook explains the interactions between Net Phone and Outlook Chapter 7 Personal Call Handler explains the details of personal call handler feature of Net Phone Chapter 8 Using Companion Applications explains how to use applications such as Call History Extension Directory Feature Directory Personal Speed Dial Directory Extra Buttons Presence and an Integrated Web Browser Strata CIX Net Phone UG 04 08 Introduction Conventions Conventions Conventions Description Elaborates specific items or references other information Within some Note tables general notes apply to the entire table and numbered notes apply to specific items Important Calls attention to important instructions or information Press to answer a call to the Extension Number Each station can have multiple extension buttons Incoming calls ring the extension button s from the top down For example station 10 s extensions ring 10 1 first then 10 2 10 3 and 10 4 A station is considered busy when all Extension extensions are being used Number f f Lae EOS Note The naming convention for DKT assignments within Toshiba is Directory Numbers For clarity and ease of understanding the terms Extension Number and Phantom Extension Number will be used in this document in lieu of PDN and PhDN Arial Bold Represents telephone buttons shows a multiple PC keyboard or telephone button entry Ent
12. Code laso r Dialing Outside Numbers Dial same as User Dialed Use Local Dial Plan Use SERVER Dial Plan Check Plan m Power Dialer J Enable Action button on Ready to Dial screen Label Lookup Action 7 Enable Action button on Call Results screen Label Lookup Action lt None gt z Local Dialing Plan e Trunk Access Code This must be set to the access code you need to dial to get an outside line or trunk Making outside calls using Speed Dial keys or dialing from another program a Trunk Access Code will automatically be dialed to access a trunk before dialing the phone number e Home Area Code Your local area code should be defined here This is used only when you choose to use the Local Dial Plan Strata CIX Net Phone UG 04 08 Net Phone Settings Preferences Dialing Outside Numbers e Dial same as User Dialed With this option selected outside phone numbers will be dialed exactly how the user dialed them unchanged by Net Phone e Use Local Dial Plan When this option is selected the user dials an outside phone number the number will be analyzed according the dial plan and the number will be automatically modified add 1 for Long distance etc before Net Phone dials it Use the Change Plan button to view and or change the settings of the dial plan e Use SERVER Dial Plan When this option is selected the dial plan that is configured on t
13. Office Codes in the previous step The pull down listing shows the codes area code plus prefix codes that are considered to be a local call from your location Click the C button to display the Change Dial Rules screen e To Add Local Area Prefix Codes Enter the six digit area prefix code and click Add The wild card character can be entered at the end of a prefix code entry to represent a range of codes For example 602 would represent all prefix codes in area code 602 e To Delete Local Area Prefix Codes Highlight a prefix entry and click Delete button The delete button removes the entire entry from the list thus if the entry has a wild card then it removes all codes represented by the wild card e To Delete a Specific Area Prefix Code To delete one prefix code that is part of a range of codes entered using a wild card character enter the prefix code to be considered not local in the Long Distance box and click Add e For Long Distance Calls add 1 Check the box when you need to have a leading one 1 added when making long distance calls outside your home area code Test a Phone Number Dialing plans can become complex Use these boxes to enter different telephone numbers and check to see the number that will be dialed The dialed number should be identical to what you need to dial when using your phone 24 Strata CIX Net Phone UG 04 08 Net Phone Settings Preferences Docking Tab The docking tab def
14. Pops gt Calendar JV Enable Events from Outlook Appointments Calendar NOTE Use the Personal Call Handler to perform Actions when these events occur DutLook Phone Link Setup Save e Enable Outlook Integration This main option enables disables the Outlook Integration features This must be checked for any Outlook features to work If you re not using Outlook then this should be disabled e Home Area Code Enter your home area code This is used for dialing local calls when the area code needs to be stripped from the dialing e On Manual Dialing Lookup In Outlook When enabled whenever you dial a phone number manually the phone number will be looked up in Outlook to see if there is a match If there is an exact match only one Contact entry matches the name and account number from the Contact will be automatically attached to the call Typically this should always be enabled 18 Strata CIX Net Phone UG 04 08 Net Phone Settings Preferences e Automatically Open a CONTACT for each Call When enabled whenever you dial a phone number that matches an Outlook Contact that contact will be popped only sometimes referred to as Reverse Screen Pop e Add New Contact if No Match Found When enabled if no contact matches this phone number a New contact in Outlook will automatically pop up e Automatically Open a JOURNAL for each Call Using Outlook Journal entry m
15. Services amp Support TELECOMMUNICATION SYSTEMS DIVISION All HOME COMPANY How Does Your Business Work gt PRODUCTS gt RESOURCES PARTNERS gt SUPPORT DEALER LOCATOR DEALERS SITE DEVELOPERS SITE BECOME A DEALER CONTACT US SITE MAP a ME gt Using Companion Applications Presence Viewer Presence Viewer To assign the Presence Viewer to one of Net Phone buttons The Presence View can be assigned to one of the Options Keys 1 Right click the Options Key and select the Change Key TOSHIBA NET PHONE Leading Innovation gt gt e EXA y Calls Record No Calls ACD Logged OUT Divert to VMS Request Help ACD LogIN O of 1 Conference Park Monitor Agent Divert to 1 DND OFF More Buttons Call History Directory ACD Viewer Chat OAISYS Replay Power Dialer Presence Viewer Change Key Copy This Key Swap Keys Strata CIX Net Phone UG 04 08 119 Using Companion Applications Presence Viewer 2 In the Set Options Key window select Presence Viewer from the Key Type drop down menu Assign any name to Key Label shown on the Options Button or Tool Tip shown as the mouse over text ser options key O Key Type Presence Viewer Key Label Presence Viewer Sample Presence Viewer Tooltip Presence Viewer Auto Startup P Autos Jv Screen Dockable Left amp Right Okay Cancel Initialize To manage the Presence Viewe
16. a new design Note When you design a new Skin and save it as a new file name this change will not appear in the Phone Colors menu until the next time you restart Net Phone 12 Strata CIX Net Phone UG 04 08 Net Phone Settings 2 This section defines settings that are available to the user for customizing Net Phone to meet their needs A number of additional settings are available for the System Administrator for setting more advanced features such as controlling access to some features creating a server based rules and configurations This section will concentrate on the settings readily available to the user These settings are arranged into Preferences Hot Keys Option Buttons User Programmable Buttons and User Defined Actions Each of these sections will define the settings and how to change these settings to match your needs Preferences Setup Preferences has a number of settings for making Net Phone work and look the way you choose To access Setup Preferences click on then select Setup gt Preferences The settings in Preferences are divided between four tabs each defined below Note Depending on your configuration you may not be able to change the Preferences in which case you should check with your System Administrator Strata CIX Net Phone UG 04 08 13 Net Phone Settings Preferences General Tab These settings control how Net Phone interacts with other Windows based programs and how it should react when calls
17. an agent and they request you send the Zip Log Files to them Description It is highly recommended to write a description of the problem including all pertinent details such as the conditions and approximate time the incident occurred These descriptions aid in narrowing down where to look in the log files for the problem encountered Options Clicking the Options button opens a screen to provide options for how the files are to be sent The default and recommended option is to Send Directly to FTP Site As an option when direct Internet access is not available from that PC the files can be zipped into smaller files saved on your PC in your Local Settings folder typically O Documents and Settings jgreen Local Settings Application Data CTS NetPhone Zip These files can then be e mailed to Strata CIX Net Phone UG 04 08 Net Phone Settings Setting Up Hot Key Dialing amp Popup Setting Up Hot Key Dialing amp Popup Net Phone provides two global Hot Keys that you can press within any application to send a request to Net Phone The first key is the Dial Hot Key will provide a method for dialing a number from any application For example you may have a phone number in a Microsoft Word document that you can highlight in the Word document and press the hot key combination assigned This dials the number in Net Phone By default the Hot Key is F11 The second key is the Popup Hot Key which will bring Net Phone
18. in large directories Select a column where the entry is to be found enter into the Find window characters to match By Last Name Sort using the Name column then start typing letters to find the name Enter additional letters to narrow the search Note The find feature is not 66 99 case sensitive Typing an A is the same as typing an a By First Name When using a format of lastname firstname you may search for matching first names by first typing a comma in the find window followed by letters of the desired first name By Number To find entries by extension first sort by the Extension header then enter numbers to narrow the search By Other Columns Select that column by clicking on the header then start entering characters into Find to narrow the search Clear the contents of the Find entry to display the contents of the entire directory Extension Directory List of names and extensions on the PBX phone system Find j Ext Directory Filters Entries 61 Name yf Extension CC Tr Agt Re 1409 Arrowood Bruce 1206 Call Now Bellissemo Mike 1204 y Boyd Rick 1002 Stel pene Break Room 1011 Print Listing Call Router Main 1401 Export Listing gt Castagna Greg 1004 Conference Room 1 1019 Chat y To Call Press Enter to dial the highlighted number or double click the desired name from the list Drag and Drop to Create DSS Button Drag an entr
19. listing 3 Click Save to remove the previous setting 80 Strata CIX Net Phone UG 04 08 Using Net Phone Features Call Center Features Call Center Features The ACD actions can be used to Log In Log Out to from ACD groups Going temporarily unavailable and an ability to end wrap times can be part of the features available Additional Call Center features are possible using User Programmable buttons Logging In or Out Click the ACD Log button to open the ACD Login Logout window ACD Login Logout by Agent ID x LOGGED In to LOGGED Out of Group Agent ID Group Shell Test Supervisor JV Take Calls Note The right list box shows available groups for the identified agent number The left list box shows groups currently logged into To log into or out of one or more groups 1 Highlight the group name s in the right hand box and click lt lt Log In If your Agent ID is listed as a Supervisor then the Supervisor Take Calls check box will be offered on your screen Placing a check in this box will log you in to take calls for the group s selected when lt lt Log In was pressed 2 Click Done when finished 3 The ACD Key will display the number of ACD groups the extension is logged into and the total number of ACD groups you are a member Strata CIX Net Phone UG 04 08 81 Using Net Phone Features Call Center Features 82 To Log Out 1 Highlight the group name s in the left hand box and click
20. look and feel of Net Phone and act as if they are part of the Net Phone and are provided as Options Buttons on the Main Screen Net Phone ships with several companion applications including Call History Extension Directory Feature Directory Personal Speed Dial Directory Extra Buttons and an Integrated Web Browser The companion applications rollout and dock to the bottom of Net Phone and are accessed using the Option Buttons with their name Users may also detach the companion applications and place them anywhere on the desktop Directories Several of the companion applications use a listing window that is shared thus selecting another Option Button will replace the contents of the window These applications are the Extension Directory any Personal Directory the Feature Code Directory and Speed Dial Lists These applications have several characteristics in common such as sorting and finding entries Sorting Entries Click on a column header will sort the entries using that column Click the same column header again to reverse the sort from ascending to descending or vice versa A small arrow in the header indicates the current column used for sorting and the direction is indicated by for ascending and for descending Strata CIX Net Phone UG 04 08 109 Using Companion Applications Directories 110 Finding Entries The Find window used in conjunction with the sort column is used to quickly locate desired entries
21. lower the volume in the ear piece Each push will step the volume level up or down one level e Smart Button 4 This button functions similarly to a Hold button on a phone note you must press and hold this button for 2 to 3 seconds for 1t to operate If you re talking on a call pressing this button will put the call on hold to retrieve the call from hold simple press this button again or press the Answer End Call button If you re talking on a call and a 2nd call rings into your phone you will hear a Call Waiting ring pressing this button will put the 1st call on hold and answer the 2nd call You can put the 2nd call on hold but pressing the button again and then pressing it again will retrieve the 1st call from hold and so on Talk Indication 5 An LED that lights when the user is talking active over the headset Net Phone Audio Setup Screen Audio Setup q x Talking Phone Audio 1 Sound Board Device Audio Device Type use Audio Device y fuse Headset gt mE O Speaker Volume Microphone Volume 2 Sound Board Device Audio Device Type c Media PCI y Speaker Mic O A Volume A Microphone Volume m Ringer Settings Sound Device E Default gt y Ring Sound Sonar wav y Ring Audio Volume 7 A J7 Use USB ringer Test m oice Server No Active Call Save Settings Status E Running Cancel 86 Strata CIX Net Phone UG 04 08 Connectin
22. other programs or contact managers which can also be used to dial calls The following are some of the typical ways to place a call using Net Phone gt Manual On screen Dialing 1 Click within the dialing number window and enter the number from the keyboard 2 Press Enter when done to start the number to be dialed Re dial a Recently Used Number 1 Pull down the list of numbers in the dialing window and select the number to dial 2 Click the dial button m for dialing to proceed Strata CIX Net Phone UG 04 08 73 Using Net Phone Features Call Handling Features 74 Using Net Phone Dialpad 1 Click the dialpad button ES to expose the dialpad 2 Enter the number to be dialed including a trunk access code the call will proceed automatically once a valid number is entered Hot Key Dialing 1 Highlight a telephone number in another application 2 Using the keyboard press the key combination assigned for Hot Key Dialing The call will proceed dialing the number highlighted Using Drag and Drop Use the mouse to drag and drop a call from either the Call History or Speed Dial list into the Dialing window The call will proceed to dial e or use the mouse to drag and drop a call from either the Call History or Speed Dial list into the LCD Display window The call will proceed to dial Using Personal Speed Dial List 1 Click the Speed Dial Companion Option button to open your Personal Speed Dial listing 2 Make a
23. red to indicate Filters are active on the directory list e To Adda Filter Entry Use the pull down list and select lt Add gt to begin entering a new filter Type in the characters to be filtered and press Enter or click the Add button e To Delete a Filter Entry Use the pull down list and select an entry to be removed and press Del The filter strings are case sensitive and will hide all entries starting with exactly the same string of characters Entering A hides all entries that begin with an uppercase A Strata CIX Net Phone UG 04 08 111 Using Companion Applications Directories 112 Speed Dial Directory List of telephone numbers The user may add entries to provide fast access to frequently dialed numbers AX Find J Personal Numbers Entries 4 Chris Pulte Homes Day to Day Storage Joyce Green 480 907 5186 Home Tera Desousa 714 633 9430 Home es 278 feat pr Call Now Edit gt Lookup in Outlook Print Listing Export Listing To Call Press Enter to dial the highlighted number or double click the desired number from the list Add by Drag and Drop from Outlook Drag a contact from Microsoft Outlook to the Directory and automatically add to the list Add by Drag and Drop from Call History Drag a number from the Call History window to the Directory to add the number to the list Drag and Drop to Create Speed Dial Button Drag an entry from the Di
24. ring or are being dialed Extra Call Information can be enabled and content to be displayed defined as well as details for Microsoft Outlook Integration when used Setup Preferences xj Genera User Preferences Extra Info Screen I Pop Up on Call Ringing Configuration _ V Pop Up on Call being Dialed Always on Top Low Profile MS Outlook Integration mobile User 7 ACD Key View Configuration m Call History Audible Message Waiting I Enable Call Logging IV Enable Sound y m Call Types Sound File Cal NewMaill wav Intercom only Outside only Browse User Preferences e Pop Up on Call Ringing Check this option if you d like your Net Phone to automatically pop up when a call rings on your phone e Pop Up on Call being Dialed Check this option if you d like your Net Phone to automatically pop up whenever a call is being dialed from another program via TAPI or DDE dialing or dialed via Hot Key dialing e Always on Top Use this option to keep Net Phone on top of all other programs This makes it easily accessible e Low Profile Enabling this option makes the Net Phone very thin in the Streamlined Mode by eliminating the Option Buttons on the bottom of the screen 14 Strata CIX Net Phone UG 04 08 Net Phone Settings Preferences e Mobile User some users travel with a laptop PC from desktop to desktop each time usin
25. screen from an icon Add Edit Action o x oe Phone Screen Size Popup Phone Screen Fla Type Small Popup Phone Screen y C Large Save Cancel Show Test Phone Screen Size Select the size for Net Phone s main screen The choices are to restore to the Last Size Used Small or streamlined view or Large or expanded view When Net Phone is docked to the top or bottom Net Phone restores to settings defined in the Preferences Docking tab Strata CIX Net Phone UG 04 08 57 58 User Defined Actions Creating Actions Run another Program This action triggers the running of another program on the PC Add Edit Action x Name Add Sticky Note Program EXE Bose Type C Program Files Microsoft Office Office O Parameters c ipm stickynote Run another Program y Save Cancel Show Test Program EXE Enter the name and path of the program to be run In the example above the program is Outlook exe Use the Browse button to find the file as needed Parameters Enter any additional parameters that may be accepted as part of the command line to startup the program The example above uses Outlook to pop open a sticky note with data and time recorded Strata CIX Net Phone UG 04 08 User Defined Actions Creating Actions Send DDE Msg This action sends a DDE Execute message to another program on the PC Frequently this is used to Screen Pop a cont
26. this rule the user can revert back to the original operation by deleting the current rule in Net Phone then stopping and restarting Net Phone e RUl Upon startup Net Phone always imports rules from all One Shot rule files RU1 When a rule with the same name exists the rule will be overwritten Once imported the One Shot export file is deleted These one shot files can thus be used to import a rule just one time allowing the user to change or delete the rule as desired e RUO Upon startup Net Phone always imports all Over Write rule files which overwrites any rule of the same name These files can be useful to ensure the rules do not get changed or when wanting to make the same update on other Net Phones e RUO These are another type of rule file that is imported only at initial startup of the program or when the compiled rules file AGT_PHN RUL is not found at startup These types of files allow you to design a rule export it rename as needed and then copy the exported file to all PCs that need that rule These are also useful to overcome a user accidentally deleting a rule since exiting and restarting Net Phone will restore that rule Strata CIX Net Phone UG 04 08 107 This page is intentionally left blank Using Companion Applications 8 Net Phone provides a powerful open architecture that allows companion applications to add features and functions These companion applications inherit the
27. to the front on the screen This can be very useful if the Net Phone is minimized or is behind other windows on your screen Net Phone must be running for this hot key to work Setting Shortcut Keys Click the main menu icon and then Setup gt Shortcut Keys gt Hot Key Dialing amp Popup to access the settings for defining the hot keys Setup Hot Keys x Dial Hot Key IV Enabled D Clt Alt Shift F11 y Copy Setting Ctl C Ctl INS Popup Hot Key Enabled T Cth alt Shift F10 y Cancel e Dial Hot Key Enable the hot key button and select the key to use including any modifying keys to be used in combination e Popup Hot Key Enable the hot key button and select the key to use including any modifying keys to be used in combination Note Five other Shortcut Keys also appear on the Setup gt Shortcut Keys menu Many applications use various hot keys or keyboard shortcuts These keys are defined in advanced settings that your administrator can change if you encounter a conflict with another application See Net Phone System Administration Manual for details Strata CIX Net Phone UG 04 08 29 Net Phone Settings Options Buttons 30 Options Buttons Net Phone provides a powerful architecture that allows companion applications to add features and functions These companion applications inherit the look and feel of Net Phone and act as if they are part of the Net P
28. 04 08 61 User Defined Actions Creating Actions Key Code Key Code Left Arrow LEFT F11 F11 Num Lock NUMLOCK F12 F12 Page Down PGDN F13 F13 Page Up PGUP F14 F14 Right Arrow RIGHT F15 F15 Scroll Lock SCROLLLOCK F16 F16 Spacebar Control A Shift Alt Combination Keys To specify keys combined with any combination of Shift Ctrl and Alt keys precede the regular key code with Shift Ctrl or Alt code To specify that Shift Ctrl and or Alt should be held down while several other keys are pressed enclose the code in parentheses For example to have the Shift key held down while E and C are pressed use EC The code EC will send the characters Ec instead of EC and E C will send the characters eC To specify repeating keys use the form key number you must put a space between key and number For example LEFT 42 means press the Left Arrow key 42 times h 10 means press h 10 times Note Keystrokes cannot be sent to an application that is not designed to run in 62 Microsoft Windows MS DOS programs even in a DOS window nor can the Print Screen PRTSC key be sent to any application Strata CIX Net Phone UG 04 08 User Defined Actions Creating Actions Set Phone Do Not Disturb This action sets the phone s Do Not Disturb feature in the PBX requires the PBX to support this feature via OAI link and sets a reason for thi
29. 7 Export Listing BUE Me y e Pages Buttons Call History automatically creates pages when the log becomes too large Use the Previous and Next buttons to move between the various pages Call History creates Pages when the call log exceeds a certain number of Call records to improve performance Call History displays Page Buttons and Page Count when extra pages are active e Pages Count Call History displays the current page number and the total number of pages 2 of 2 indicates you are currently viewing Page 2 and there are 2 pages The last page contains the most recent calls e Calls Count Displays the total number of calls currently listed on the page Note The number of Calls shown may be less than the actual total 1f Filters are active e Call Information Each call in the call history appears as one line in the Call Display area The column headers indicate what information is shown in each column e Year Day Time Shows the date and time that the call completed not started This column also includes the day of week for the first call of each day e Dir The direction of the call either In incoming or Out outgoing Strata CIX Net Phone UG 04 08 113 Using Companion Applications Call History e Phone the phone number you dialed outgoing or the CallerID Number ANI incoming Name The name of the person you called based on Outlook or who calle
30. 92 Strata CIX Net Phone UG 04 08 Using Microsoft Outlook Integrating with Outlook Calendar Step 2 Create Personal Call Handler Rules Two Personal Call Handler Rules will be needed both using the Outlook Calendar Appointment event which sends a message when an appointment starts and a second when it ends In this example I want to trigger the setting of the DSS message for any Calendar Status to ensure all appointments are reflected and also for any Event Importance and any Subject These items are part of the appointment created in Outlook Calendar When this event triggers I want to use the first Action that I created which sets a message In Meeting and appends the Subject line to the message to be displayed Add Change Handler Rule 1 Triggering Event When this happens Refer to x this Rule as Outlook Calendar Appointment g set DSS Message 2 Conditions If these Conditions are True Calendar Status y Event Importance Any e Any C Free E Low C Busy Normal Out of Office C High Subject Any Matches this Subject 3 Actions Then take these Actions a Immediately set Phone Status Message y Check Action b After lo Seconds lt None gt Gheck Action Add Action Delete Action Export Rule OK Cancel The second rule will trigger only when the Appointment sends an indic
31. BETWEEN YOU YOU AND TAIS CAREFULLY READ THIS LICENSE AGREEMENT USE OF ANY SOFTWARE OR ANY RELATED INFORMATION COLLECTIVELY SOFTWARE INSTALLED ON OR SHIPPED WITH A TAIS DIGITAL SOLUTIONS PRODUCT OR OTHERWISE MADE AVAILABLE TO YOU BY TAIS IN WHATEVER FORM OR MEDIA WILL CONSTITUTE YOUR ACCEPTANCE OF THESE TERMS UNLESS SEPARATE TERMS ARE PROVIDED BY THE SOFTWARE SUPPLIER IF YOU DO NOT AGREE WITH THE TERMS OF THIS LICENSE AGREEMENT DO NOT INSTALL COPY OR USE THE SOFTWARE AND PROMPTLY RETURN IT TO THE LOCATION FROM WHICH YOU OBTAINED IT IN ACCORDANCE WITH APPLICABLE RETURN POLICIES EXCEPT AS OTHERWISE AUTHORIZED IN WRITING BY TAIS THIS SOFTWARE IS LICENSED FOR DISTRIBUTION THROUGH TAIS AUTHORIZED CHANNELS ONLY TO END USERS PURSUANT TO THIS LICENSE AGREEMENT 1 License Grant The Software is not sold it is licensed upon payment of applicable charges TAIS grants to you a personal non transferable and non exclusive right to use the copy of the Software provided under this License Agreement You agree you will not copy the Software except as necessary to use it on one TAIS system at a time at one location Modifying translating renting copying distributing printing sublicensing transferring or assigning all or part of the Software or any rights granted hereunder to any other persons and removing any proprietary notices labels or marks from the Software is strictly prohibited except as permitted by applicable law you agree violation of s
32. Buttons windows or vice versa To Copy This Key To Copy the configuration of one programmable key to another hold the keyboard Ctrl and Shift keys down while using the left mouse button to drag the key to be copied to its target Or select Copy This Key and then drag amp drop to new location Keys will copy within the same window and between the Side window and the Main Screen Keys on the Main Screen or the Side window will not copy to keys on the Extra Buttons windows or vice versa Strata CIX Net Phone UG 04 08 39 Net Phone Settings User Programmable Keys 40 To Change Key This opens the Setup Key configuration settings shown below Several items in the upper portion of this window define the appearance and label of the button Selecting an Action from the pull down listing will present additional parameters needed to define the choice Details for each Action follow this procedure Note Some users may not have permission to change buttons and keys 4 Setup Key xj Key Label Action lt None gt y Save Cancel Initialize Back Color Text Color Default Colors e Sample Displays the appearance of the following selections e Key Label Type a label for the key e Back Color Choose the color of the key e Text Color Choose the text color to use for the key label e Default Colors Pressing this button will reset the colors of the key and text to the default for the skin used
33. Call MES Call To 1001 ype Transfer Call y Mbox Save Cancel Show Test Transfer To Enter an extension number or outside number to be called Transfer Mbox Enter a mailbox number if going to a Voice Mail number 66 Strata CIX Net Phone UG 04 08 User Defined Actions Action Variables Action Variables Net Phone uses variables to provide information to actions Net Phone replaces the variable token code with the appropriate value when the action executes For example P becomes 4804969040 when you receive a call from CTS Call Variables Refer to the table below for call variables and their values Variable Information A Account Number B Call Direction In or Out C DNIS Called Name D DNIS DID Number E This Net Phone s Extension Number Can be used for Primary DN or lt Secondary DN when using Set DND Action F Call Forwarded from Extension number G DND Message when phone is in DND Can be used for Primary DN or g Secondary DN when using Set DND Action H Calling Number hyphenated type 1 format defined in agnt_ph ini l TAPI Call ID J Calling Number hyphenated type 2 format defined in agnt_ph ini L Elapsed Time of Call H MM SS M Main Listed Phone Number Use with Export Call Info actions N CallerlD Name outside calls only requires CallerlD Strata CIX Net Phone UG 04 08 67 Us
34. Chapter 1 The Grand Tour The Main Screen cccccccccnnoninininininnnnnno The Streamlined View 0008 Expanded View ceeeesesseceeeeees Screen Docked Views Chapter 2 Net Phone Settings Preferente Sn ea e i General Tabard iae t Dialing Tab ereere Docking Tab ooooonccnincnnncnconcnncconccnns Advanced Tab Setting Up Hot Key Dialing amp Popup Setting Shortcut Keys oe Strata CIX Net Phone UG 04 08 Contents Chapter 3 User Defined Actions Options BULONS cenit A an ali iia hein aks 30 Option Button Key Ty pes isicncin aunties iaa cients 31 User Programmable Keys cciecicia nica acts ctge tack fade aeea EENE EE A E EE EE AERE 39 To Inmtializo Ke Yin dl ah Haw Sea ee Lat 39 TOS Wap Key Std dicas 39 ToCopy ThS A TO 39 To Change Key si ssisctssccesticoehseset att led po ae eaa a eE een 40 Chapter 3 User Defined Actions Creating ACHD title letal Seve tals ahs e e Leeds lid 47 Attach Acet Code css isccosscsceesscccsssatesteeste sncesesdbee iio sege E aE ar EEr EE AEE destsuscueeenss 48 Export Call toluca csi 49 Log Into to Pile iria E 49 E ok p Im QUO morterer e tt ti tude Deviate aes ieee 50 Minimize Phone Screen 50 Modify Call InTOrIDAtIO NM cocineta litera llei lencia 51 Play WAV Pile oct ad 53 Pop External Web BIO WSET vision init ticedee eE ROCE E TE EE RE 53 Pop Internal W eb Browser ix yo iseivis cdots sazites epee ioe erae e e E E REEERE vara 54 Popup Eall Into Seremos
35. Conditions If these Conditions are True event that occurs at the time scheduled Calendar Status Event Importance gt for sending the reminder message for an G Any Any upcoming appointment This event will C Free C Low trigger again if the appointment time is C Busy Normal 589 ag PP Out of Office High changed after the Reminder event was previously given Subject any e Calendar Status Select to match the Matches this Subject Outlook Calendar Status options Any Free Busy Out of Office e Event Importance Select to match the Outlook Calendar Importance options Any Low Normal or High e Subject Select either Any or Matches this Subject For making the match enter the text for the subject to match See Like Matches and Unlike Matches for use of wildcards Note Outlook Calendar may also send a Tentative status setting which is treated using the Any setting Strata CIX Net Phone UG 04 08 103 Personal Call Handler Like Matches Like Matches When you design a Rule to trigger using a Specific Number for the CallerID number or Account number or on a Specific Name for the CallerID name you can design the rule to either search for an exact match or a LIKE match A LIKE match simply uses wildcard characters in the string that you specify to accept a range of values The following wildcards are available 7Any single ch
36. Contact Add Journal New Contact Lookup Add Journal Divert Call To ss Divert Call To SY Vmail Box Vmail Box Contact Match found Contact Match not found Strata CIX Net Phone UG 04 08 91 Using Microsoft Outlook Integrating with Outlook Calendar Integrating with Outlook Calendar One typical integration with Outlook Calendar is to put Appointment information on DSS key such that all other Net Phone users know your current presence status This example will turn on the DSS key with Status Message only and turn off the message when the scheduled meeting is over Step 1 Create Actions to set and clear the DSS Message The first Action will set a Status Message and add the Subject field of the Appointment as part of the message On the DSS key the first line and second line are appended to each other thus the preset Status Message can be modified to become something very simple to allow for the Subject to become the predominant part of the message x Name Set Phone Status Message Choose Status Message Type JIN MEETING y Set Phone Status Message Y Custom 2nd Line Save ZOC SUBJECT Cancel Show Test The second Action will clear the message when the appoinment ending time is reached Name Set Status Message Off Choose Status Message Type lt Message OFF gt y Set Phone Status Message y Custom 2nd Line Save Cancel Show Test
37. Documents and Settings lt user name gt Application DataiCTSINetPhone In order to identify the file more easily you may then want to user Explorer to rename that file to something more appropriate i e PLAYBELL RUD When renaming a rule file always limit the file name to 8 characters prior to the RUl extension This file can then be copied to another PC to give a copy of the rule to another user of the Net Phone Leaving a copy in this folder will provide a backup copy of the rule that will be loaded at startup of Net Phone if that rule had been somehow deleted in the Personal Call Handler Rules List see Importing Rules below for more details Note When exporting a rule if a file with that name already exists an error message will occur and the rule will not be copied when this occurs you will need to use Explorer to rename the existing file and then export again Strata CIX Net Phone UG 04 08 Personal Call Handler Importing Rules Importing Rules When the Net Phone program starts up it automatically imports rules from the compiled NET_PHN RUL rules file plus all rule files RUx it finds in its startup folder The last character used in the file name extension defines how the rule file is treated when importing e RUI These files are individual rules created by exporting These will be imported only when a rule using the same name does not exist in the compiled file Thus when this file exists and the user made changes to
38. IVERY TO YOU 5 Limitation Of Liability TAIS ENTIRE LIABILITY AND YOUR SOLE AND EXCLUSIVE REMEDY UNDER THIS LICENSE AGREEMENT SHALL BE AT TAIS OPTION REPLACEMENT OF THE MEDIA OR REFUND OF THE PRICE PAID TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW IN NO EVENT SHALL TAIS OR ITS SUPPLIERS BE LIABLE TO YOU FOR ANY CONSEQUENTIAL SPECIAL INCIDENTAL OR INDIRECT DAMAGES FOR PERSONAL INJURY LOSS OF BUSINESS PROFITS BUSINESS INTERRUPTION LOSS OF BUSINESS INFORMATION DATA OR ANY OTHER PECUNIARY LOSS OF ANY KIND ARISING OUT OF THE USE OR INABILITY TO USE THE SOFTWARE EVEN IF TAIS OR ITS SUPPLIER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES IN NO EVENT SHALL TAIS OR ITS SUPPLIERS BE LIABLE FOR ANY CLAIM BY A THIRD PARTY 6 State Jurisdiction Laws SOME STATES JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY MAY LAST OR THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES SO SUCH LIMITATIONS OR EXCLUSIONS MAY NOT APPLY TO YOU THIS LIMITED WARRANTY GIVES YOU SPECIFIC RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY FROM STATE JURISDICTION TO STATE JURISDICTION 7 Export Laws This License Agreement involves products and or technical data that may be controlled under the United States Export Administration Regulations and may be subject to the approval of the United States Department of Commerce prior to export Any export directly or indirectly in contravention o
39. Main Screen only These ACD Keys Actions are only available on the wide keys on the Main Screen Net Phone must be set to use ACD Key View in Preferences Depending on the configuration of your call center these keys can be used to 1 Login or Logout of ACD groups via Agent ID and phone Extension and or 2 to Show Set your Agent status Other ACD functions may be available in the User Defined Actions depending upon the PBX used with Net Phone Note The color of ACD Keys cannot be changed as the colors are determined by the ACD State for the key Setup Key xj Key Colors and Label Cannot be changed for ACD Keys Action faco Ke y ACD Options Show Set Status y Save Cancel Initialize Strata CIX Net Phone UG 04 08 43 Net Phone Settings User Programmable Keys DSS Extension Keys Direct Station Selection provides one button dialing to a specific station DSS Keys also provide a visual status indicator of the station Ringing Busy Idle or Do Not Disturb An easy method for creating DSS keys is to open the Directory and drag and drop names in the Directory onto keys You can then change the colors and edit the name for easy identification 4 Setup Key x Sample Skip O Back Color Key Label Skip Text Color Default Colors Action bss Extension Key y PBX Extension 1001 Save Cancel Initialize Web Keys Web keys allow you to program an Internet or intranet URL into th
40. Select the Any Number Is Not This C Is Missin extension number the call is from p mms re A For the last two options enter a C Is Not This specific number in the box including wild card characters when needed See Like Matches and Unlike Matches for use of wildcards Extra Info Select a Field Name CallerID Name or type in another field name and then choose how to treat this information For the last two options enter a specific number in the box including wildcard characters when needed See Like Matches and Unlike Matches for use of wildcards Account Code Select the account code type to be used For the last two options enter a specific number in the box including wildcard characters when needed See Like Matches and Unlike Matches for use of wildcards ACD Call Ringing Happens whenever a call rings on the phone that is part of an ACD group ignores non ACD calls Call Type Select the call type for the ringing call Phone State Select the Phone State when the call arrives ACD Pilot Ext Select the pilot number the call is from For the last two options enter a specific number in the box including wild card characters when needed See Like Matches and Unlike Matches for use of wildcards Extra Info Select a Field Name CallerID Name or type in another field name and then choose how to treat this information For the last tw
41. Strata CIX Net Phone UG 04 08 Personal Call Handler F This powerful feature of Net Phone allows you to create Call Handling Rules to automatically take actions when certain events occur and specific conditions are true That is you create a rule so that 1 when an Event occurs and 2 if certain conditions are true and then 3 perform specific Actions Following are a few examples of what you can accomplish with these Rules e When an Outside call with CallerID rings and I m not on another call popup Microsoft Outlook and lookup the caller info in the database e Whenever a Call leaves my phone but hasn t been answered write the call info to an Abandoned Call file so I have a record of the call e Whenever I answer a call without CallerID automatically present a screen so I can type in the caller info for that call e Whenever I dial a call automatically present a screen so I can type in the name for that call e When that nagging broker calls immediately transfer him to my voice mailbox e Tm working on an important project so whenever anyone other than my boss calls immediately transfer them to V mail When my spouse calls if I haven t answered the call within 5 seconds play a special tone on my PC to alert me e When I shutdown my phone automatically log me out of all ACD groups Note Depending on your configuration you may not be able to change the Call Handler Rules in which case you should check with your Sys
42. TOS H l BA Telecommunication Systems Division Strata CIX Net Phone User Guide April 2008 Publication Information Toshiba America Information Systems Inc Telecommunication Systems Division Publication Information Toshiba America Information Systems Inc Telecommunication Systems Division reserves the right without prior notice to revise this information publication for any reason including but not limited to utilization of new advances in the state of technical arts or to simply change the design of this document Further Toshiba America Information Systems Inc Telecommunication Systems Division also reserves the right without prior notice to make such changes in equipment design or components as engineering or manufacturing methods may warrant CIX UG NP VA Version A April 2008 Our mission to publish accurate complete and user accessible documentation At the time of printing the information in this document was as accurate and current as was reasonably possible However in the time required to print and distribute this manual additions corrections or other changes may have been made To view the latest version of this or other documents please refer to the Toshiba FYI web site Toshiba America Information Systems shall not be liable for any commercial losses loss of revenues or profits loss of goodwill inconvenience or exemplary special incidental indirect or consequential damages whatsoe
43. act management program such as Goldmine 4 Add Edit Action x Name i GoldminelData App Name Topic Screen Pop GoldMine sd DS E oldminelD ata DDE Message Type Send DDE Msg CALLERID 2J ZN 0 Y Run Program if Not running Save Cancel Program EXE Show Test C AGoldmine1GMW32 exe e App Name Topic The application will specify both the application name and topic name used for making the communication link Follow the application note or that application s documentation for specifics Note The pipe character l must separate the application name and topic name DDE Message Follow the application note or the application s documentation to define the message to be sent for that application The format and syntax 1s defined by that application e Run Program and Program EXE If the target program is NOT found to be running you can have the action attempt to automatically start the program Strata CIX Net Phone UG 04 08 59 User Defined Actions Creating Actions 60 Send Keystrokes to a Program This action provides a way to send keystrokes to another Windows program just as if the user typed them into that program This can be used for example to pop up another program whenever a call rings in Note Use this action carefully because when the action is triggered the keystrokes will be sent to the target program regardless of the state of that program i e even when the user is in the middle
44. akes it convenient to keep track of phone calls made or received and to takes notes while on a call By enabling this option a New Journal entry will be popped open whenever you make a call Also if the phone number exactly matches an Outlook Contact then this new Journal entry will be automatically associated with that Contact e Automatically View the Contact s Web Page When enabled if the contact record contains a Web address for the caller this web page will pop up within the browser e Calendar Enable appointment and reminder events from Outlook Calendar e Outlook Phone Link With the Outlook Link application installed click the Setup button to access the Setup Configuration for Outlook Link For details on setting up Outlook Link see the Application Note Screen Pop Outlook Strata CIX Net Phone UG 04 08 19 Net Phone Settings Preferences 20 Dialing Tab The biggest choice to make in this tab is to determine whether to follow a Server based dial plan use a dial plan defined for your station or dial all the codes yourself The last option is not practical when using a database or using hot key dialing since other applications never know what is a valid number to dial including entering a trunk access code when needed If your System Administrator has set up the Server based Dial Plan this is the best choice and will save you a lot of time 4 Setup Preferences xi Trunk Access Code g Home Area
45. ancel With this you can see the information about who is calling and then can manually open a Contact or Journal If opening a contact journal manually is not desirable you could also have a 2nd trigger action so that when you Answered a call it would automatically open a Contact and or Journal as desired Strata CIX Net Phone UG 04 08 Using Microsoft Outlook While on a Call While on a Call Whenever you are on a telephone call incoming or outgoing you can right click on the call Call Information or LCD Display window and select View Info to pop up the Standard Call Info screens shown below Within these screens buttons are offered to Open Contact create a New Contact Lookup the person in Outlook or open a Journal Add Journal entry in Outlook These screens can also automatically pop up by setting up a Personal Call Handler rule using a trigger to run the Popup Call Info Screen action i e whenever you answer a call A feature may also be available to you depending upon support for your PBX to divert the call Divert Call to another destination Standard Call Info xj Standard Call Info xj Phone Number 62938723 ttC Phone Number 17148032335 Name Joyce Green Name ooo Account tt Account DID Name lt none gt lt none gt DID Name lt none gt lt none gt FWD Xfr From Po FWD Xfr From Cancel Modify Call SS Cancel Modify Call E m Outlook m Outlook Open
46. aracter Zero or more characters Any single digit 0 9 Example 1 To trigger on any caller from your area code 602 Set the Specific Number on Caller ID Number to 602 Example 2 To trigger on any caller from your local office code 496 Set the Specific Number on Caller ID Number to 602496 Example 3 To trigger on any caller with a caller ID name starting with C Set the Specific Name on Caller ID name to C 104 Strata CIX Net Phone UG 04 08 Unlike Matches In addition you can precede any of the search strings with the characters lt gt to request all matches that aren t equal or aren t Like Example To trigger on any caller from NOT from your area code 602 Set the Specific Number on Caller ID Number to lt gt 602 Step 2 Apply User Defined Actions This section will define how to apply the User Defined Actions to a Personal Call Handling Rule Set an Immediate Action Pull down the listing and select the action to be applied immediately Either an Immediate or a Delayed Action is needed for the rule to be complete Set a Delayed Action Define the number of seconds to delay the action and then pull down the listing and select the action to be applied Both immediate and delayed actions can be performed in the same rule To Check the Action Clicking the Check Action button will transfer you to User Defined Actions to allow changing the action and or test the action See User Defined Actions o
47. ation of the Appointment be set to a Free status The action is to turn off the DSS message Strata CIX Net Phone UG 04 08 93 Using Microsoft Outlook Integrating with Outlook Calendar 4 Add Change Handler Rule xj 1 Triggering Event When this happens Refer to this Rule as AAA 7 Clear DSS Message 2 Conditions If these Conditions are True 3 Actions Then take these Actions a Immediately m Calendar Status Event Importance C Any Any set Status Message Off y Free C Low 7 C Busy C Normal Check Action ss ice C High Bene b After lo Seconds r Subject Any Matches this Subject Check Action Add Action Delete Action Export Rule OK Cancel Step 3 The Final PCH Rules The main thing is to ensure that the PCH rule to Clear DSS Message must follow Set DSS Message If not the Set DSS Message triggers on any Calendar Status including Free and the clear command would be followed by a command to set the message thus the message would never clear The final set of PCH rules should be in the order of items 3 and 4 in the PCH Rules screen Add Change Delete Personal Call Handler X Enabled Trigger Actions s 1 DND OFF Chat DND Off 3 Set DSS Message Set Phone Status Message 4 Clear DSS Message Set Status Message Off x Buttons gt y 94
48. cation The either screen allows you to view change or attach additional extra information to a call The fields shown in this window are defined in Preferences General Tab see Extra Info Screen on page 16 amp Standard Call Info x 4 Call Notes 0 CO call Joe Blow 11 4804969040 x Phone Number 4804969040 Notes Name Joe Bowi z Account Po DID Namej lt none gt lt none gt y EWDxfr Prom RECFNAME _Copy Cancel Modify cal KA Agent Name Copy r Outlook DNIS Number Copy New Contact Lookup Add Journal ACD Call Piori lt i SSSSCS ER Preferred Agent Po Copy Divert Call To g Copy Updat Vmail Box Update Standard Call Information window Extra Call Information window 56 Strata CIX Net Phone UG 04 08 User Defined Actions Creating Actions x Name Popup Call Info Screen Type Popup Call Info Screen Save Cancel Show Test Popup Info Screen Screen Type Extra Info Popup Info Screen Screen Type When Standard Info Always Extra Info Any Info Attached Any Priority Info Save Cancel Show Test Popup Info Screen Type Choose either Standard Info or Extra Info When Extra Info is selected choose when the popup will occur Always Any Info Attached or Any Priority Info Popup Phone Screen This action causes a popup Restore of the Net Phone
49. ccess many other features The follow describes the additional items in the Expanded view Q TOSHIBA NET PHONE Leading Innovation gt gt FWD off ad gt EXA O BE my 153351 Calls Volume gt SPKR Record ing Back Intercom Call To Katz Yamaguchi 153351 E T amp ACD Logged OUT Divert to VMS Request Help ACD LogIN 0 of 2 Conference Park Monitor Agent m Divertto1 DND More Buttons Call History Directory ACD Viewer Chat OAISYS Replay Power Dialer Presence Viewer e Volume Controls These buttons provide control over volume settings on the phone Note These volume control settings are only available when the PBX software version supports Volume Control commands e Audio Control The audio control is your line button with a status indicator for that line when using the VoIP audio interface e Recording Button amp Indicator The indicator light works in conjunction with OAISYS Tracer and OAISYS Auto Call Record Users with appropriate permissions will have this indicator on their Net Phone If the light is red this means the user s call is currently being recorded If the light is gray it is not being recorded The user can click on this button and select Start Recording to initiate recording of the call If the call is being recorded the user can click on the button to terminate the recording Strata CIX Net Phone UG 04 08 5 The Grand Tour The Main Screen
50. click the Audio SPKR button to access the Audio Settings dialog box Make the following settings USB Audio Device Sound Board Device The device for the headset or CS50 CS60 USB Headset This activates the control buttons on the headset Strata CIX Net Phone UG 04 08 Connecting Headsets Plantronics Wireless Headset Headset Controls and Operation e Charging Indication 1 Red LED on left side of base indicates when the headset is being charged This indication 1s part of the Plantronics Headset base and not affected by Net Phone 5 0 e Status Indication 2 Green LED on right side of base lights when powered This LED flashes when the wireless connection is active and transmitting It will be steady when powered up and idle Net Phone 5 0 sends a command to shut down the wireless transmission when no call is active to conserve the battery for talk time Answer End Call Button 3 This button functions like a Speaker key on a phone Pressing this button will answer a ringing call Pressing the button again will end the call If disconnecting a call while another call is holding the first press of this button will end the current call and then a second pressing will pickup the holding call Strata CIX Net Phone UG 04 08 85 Connecting Headsets Plantronics Wireless Headset e Listen Volume Control 4 Pushing the button up will raise the volume in the ear piece pulling the button down will
51. create User Programmable Keys identifying the Preferred Agent for the call prior to transferring the call into a queue The Field Name would be entered as PREFAGENT The value would be the agent s ID code e Value Enter the value to be used for this field Following the above example then the agent s ID code would be entered into this field 52 Strata CIX Net Phone UG 04 08 User Defined Actions Creating Actions Play WAV File This action will play a specified WAV file on the PC sound card ES Add Edit Action E Name de Play Wav File Blow Whistle Path amp Filename _ Play Type WHISTLE WAV Play a WAY file v Save Cancel Show Test Path amp Filename Enter the complete path name for the WAV file to be played or browse to find the path of the file Pop External Web Browser This action sends a URL to the PC s default web browser run the web browser if it isn t already running Works with Netscape Navigator and Microsoft Internet Explorer E Add Edit Action Name Toshiba web page URL Type http www toshiba com taistsd Pop External Web Browser v Save Cancel Show Test URL Enter the complete URL name for the Web site to be opened in your browser The URL can contain Action Variables to make the lookup use call information Pop External Web Browser Strata CIX Net Phone UG 04 08 53 User Defined A
52. ctions Creating Actions Pop Internal Web Browser This action can be used to send a URL to the built in web browser of the Net Phone when installed or can be used to create access to other companion application programs An example of using your Personal Call Handler to automatically open the Integrated Web Window whenever an outside call rings in to provide a script to for answering that call The URL can contain action variables for example using the DID DNIS number used for the call to open a page created for each DID DNIS number Thus when the call arrives a screen opens for a script or questions to use for that call Another use may be to have several Personal Directories where the 8 button limit may not allow access to more directories Assigning a programmable button can allow opening these personal directories using one click access Add Edit Action xi Name Pop Internal Web Browser Taske Home Page Type Button Name Browser Pop Internal Web Browser y TT www taske com Save Cancel Param 2 Show Test e Button Name Enter the name of an existing Option button bottom row buttons on Net Phone This name must exactly match the name as displayed This action uses the specified button as the parent window e URL Paraml1 Enter a URL or other Param1 parameters as indicated in the table below The URL can contain Action Variables as part of the entry e Param 2 Optional pa
53. d Field Type Each field can be selected to be either a fixed parameter 1 line or long text multiple lines fields Priority The field priority selected will mark the color of the icon attached to the call User Can Edit Field This determines if this field can be changed or fixed Action Button A button can be defined to use trigger user defined Action The Action Name must match exactly the name of the Action defined in User Defined Actions Dynamic Info Fields Allows the choice of when these fields will show provides a large set of fields which are automatically filled in based upon the call information Dynamic fields are fields set by another application and are not pre defined in Strata CIX Net Phone UG 04 08 17 Net Phone Settings Preferences MS Outlook Integration Net Phone is specifically designed to work in harmony with Microsoft s Outlook contact management program e Initial Setup Click the Configuration button to reach the Outlook Preferences screen with the following options 4 Outlook Preferences x IV Enable Outlook Integration m Dialing Home Area Code 480 Y On Manual Dialing Lookup in Outlook Automatically Open a CONTACT for each Call IF Addiew Contact if Wo Match Found J Automatically Open a JOURNAL for each Call J Automatically view the Contact s Web Page m Incoming Screen Pop NOTE Use the Personal Call Handler feature to perform Outlook Screen
54. d you based on CallerID e Dur The Duration or length of time the call spent on this Net Phone extension in hours minutes and seconds This time does not include any time the call spent on any other extensions before or after being on this extension e Ans Boolean Y N indicator shows whether the call was answered while it was on this Net Phone extension Note This flag is only valid on incoming calls Net Phone cannot detect when an outgoing call is answered so it must assume all outgoing calls are answered e Acct Code Shows the account code if any that was attached to this call Customers often use Account Codes to indicate something about the call such as the Customer ID the result code of the call i e order was placed needs follow up unable to reach party was busy etc This account code could have been attached to the call prior to reaching this phone or it could have been added or changed by you while it was on your extension Call History logs the current Account Code when the call leaves the Net Phone extension e Notes Shows the Notes that were taken during this call These Notes could have been attached to the call prior to reaching this phone and or they could have been added or changed by you while it was on your extension Call History logs the current set of Notes when the call leaves the Net Phone extension e To Call Double click the desired number from the lis
55. dden Buttons E Y Back FT Stop Home J Forward Cancel Initialize Web Browser Button e URL Enter the URL to act as the Home Page with the Net Phone Browser window e Show URL Window Display the URL text box allowing you to enter new URLs while browsing Strata CIX Net Phone UG 04 08 35 Net Phone Settings Options Buttons e Auto Startup Allow the Browser to start automatically with Net Phone Useful for screen pop or data access applications e Auto Start Hidden When used with Auto Startup it opens a web page but the Browser window remains hidden e Buttons Place a checkmark in the box next to the Browser controls to show in the Browser window Chat Button An integrated text messaging function that allows you communicate with other Net Phone users using text messaging calls even while you re busy on the phone See the Chat Administrator s Manual for more details x Key Label Ch Sample Chat Key Type cha yl Tooltip Integrated Chat Pra Chat Auto Start Hidden Okay Cancel Initialize Chat e Auto Startup When enabled Chat will startup when Net Phone starts This provides your on line status to all other Chat users The Chat dialog box will also open e Auto Start Hidden This mode allows Chat to be active providing status to other Chat users that you are on line but the Chat dialog box will not display unti
56. docked with the main window whenever the main window is moved the companion window will move with it And likewise whenever the main window is minimized into the system tray or restored the companion window s moves with it When companion windows are undocked they float separately from the main window and can be moved and resized separately The More Buttons companion application provides an optional capability allowing the window to dock to either the left or right side of the screen The buttons change configuration to show in a single vertical column and remain in view with other applications open on the desktop Strata CIX Net Phone UG 04 08 11 The Grand Tour Skins Skins Skins provide the method for changing the color scheme and button appearance Skins can affect the following elements of Net Phone e Screen colors texture rounding and appearance e LCD colors e Calls window size e Programmable Button shapes and colors e Dial Pad button shape and colors e Graphic on the main screen To Change Skin Selection Right click your mouse on the logo on the main window a cd Abstract Art Coffee Dark Blue Gray Low Color Metallic Gray NewDefaultSkin New Mexico Palm Springs Palm Springs2 Toshiba Embossed Toshiba Gold Black Toshiba Gold White Toshiba Stone Toshiba lt Skin Designer gt e Select one of the Skins from the Phone Colors menu or choose the lt Skin Designer gt to create
57. e 122 Strata CIX Net Phone UG 04 08 Index A about this book conventions vi organization v related documents vii account code 48 account number 51 ACD call ringing 101 ACD Keys 43 ACD key view 15 ACT 1 action keys 43 actions creating actions 47 importing 71 testing 72 action variables 67 always on top 14 answer 42 audio control 5 auto startup 36 37 bank of buttons 35 browser 118 browser button 35 buttons ACD 6 browser 35 Strata CIX Net Phone UG 04 08 call handler 10 call handling 3 call history 34 chat 36 close 9 10 debug files 28 dial 4 dial pad 4 dock 9 10 expand 3 extension Vi minimize 3 option 3 options 30 power dial 37 programmable 6 recording button 5 replay 38 side window rollout 3 smart 86 speed dial 33 user programmable 10 buttons mode 10 calendar 19 Call info 6 Window 6 123 Index D G call answered 99 control 42 disconnect 100 extra call info 77 forward 3 history 15 113 logging 15 modify 51 results 21 retrieve 78 ringing 98 101 transfer 66 types 15 variables 67 call center 81 call fowarding 80 call handler mode 9 call handler rules 9 93 add or change 97 creating 96 delete 96 call history 38 call info export 49 calls answering 75 hold 78 outgoing 73 transferring 76 chat 31 36 122 color back 40 default 40 text 40 companion application windows
58. e Agreement constitutes a willful infringement of copyright 3 No Reverse Engineering You agree that you will not attempt and if you employ employees or engage contractors you will use your best efforts to prevent your employees and contractors from attempting to reverse compile reverse engineer modify translate or disassemble the Software in whole or in part Any failure to comply with the above or any other terms and conditions contained herein will result in the automatic termination of this license and the reversion of the rights granted hereunder back to TAIS 4 Limited Warranty THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW TAIS AND ITS SUPPLIERS DISCLAIM ALL WARRANTIES WITH REGARD TO THE SOFTWARE EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE WARRANTY OF NON INFRINGEMENT OF THIRD PARTY RIGHTS THE WARRANTY OF YEAR 2000 COMPLIANCE AND THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE IS WITH YOU NEITHER TAIS NOR ITS SUPPLIERS WARRANT THAT THE FUNCTIONS CONTAINED IN THE SOFTWARE WILL MEET YOUR REQUIREMENTS OR THAT THE OPERATION OF THE SOFTWARE WILL BE UNINTERRUPTED OR ERROR FREE HOWEVER TAIS WARRANTS THAT ANY MEDIA ON WHICH THE SOFTWARE IS FURNISHED IS FREE FROM DEFECTS IN MATERIAL AND WORKMANSHIP UNDER NORMAL USE FOR A PERIOD OF NINETY 90 DAYS FROM THE DATE OF DEL
59. e calls on the current page that match ALL of the selected filtering options e Clear Filters Button Resets all filters to Off Press Search to re load all Call History record Or select new filter settings and start a new Filter search e Cancel Button Closes the filters screen with no update to the Calls Display Note The Filters button changes from Black to Red when Filters are active This serves to remind you that the Call Display list may not display all Call records while Filters are active Strata CIX Net Phone UG 04 08 117 Browser Window Net Phone provides an integrated web browser window for access to Internet or Intranet locations or direct access to local HTML files In addition to basic browsing you can create custom web applications to extend the functionality of Net Phone for your business For example your call center could have incoming calls automatically open the Net Phone browser window to a Caller Survey page The Call Survey page could display information about the caller and display an answering script the agent could use to guide the conversation The web page might also allow the agent to enter answers from the caller into HTML forms and submit the results to a company web server The Net Phone Web Window is based on Microsoft Internet Explorer You must have Internet Explorer 4 0 or higher installed on the PC A arer e A TOSHIBA USA E Products E
60. e key Press the key to open the default web browser to the specified web page Setup Key Sample Back Color Text Color Key Label Toshiba Default Colors Action Web Key Web URL www telecom toshiba com Save Cancel Initialize 44 Strata CIX Net Phone UG 04 08 Net Phone Settings User Programmable Keys Run Program Keys This sets the key to run a specific application or load a specific document For example you could create a Calculator key to run the windows calculator by setting the Program filename to CALC EXE Alternatively you could create a key to show your projects Excel spreadsheet by simply setting the Program or Document Filename to PROJECTS XLS 4 Setup Key x Sample CED Back Color Key Label Calculator JextColor_ Default Colors Action Run Program Pa Program or Document Filename calc exel Save Cancel Initialize Browse Creating Keys using Drag amp Drop Program unused keys by simply dragging phone numbers or feature codes from other programs Some examples include Drag a Contact from Microsoft Outlook to a key to create a Speed Dial button Drag a call from the Call History to create a Speed Dial button Drag an entry from the Personal Speed Dial Directory to create a Speed Dial button Drag an entry from the Extension Directory to create a DSS key for that extension Drag an entry from the Feature Directory to create a pho
61. e stored in the compiled actions file NET_PHN acs If this file is lost for some reason and Net Phone is restarted all actions will revert to the individual actions stored in the User s Local Settings Net Phone folder Thus it is wise to save new actions by exporting the action for backup see Exporting Actions on page 39 and Importing Actions on page 39 4 Yiew Change User Defined Actions xj Actions 40 Abandoned Calls Add New Action Add to Calls txt Blow Whistle Copy action Bookmark Abusive Call CalypsoEliteCC Call Answered CalypsoEliteCC Call Ended Delete Action CenterLink LogIN CenterLink LogOut y Add Sticky Note Call Home Edit Test Action Done Attach Acct Code This action attaches an account code to the active call This account code is passed to other applications such as Insight or TASKE Contact xl Name Attach Acct Code Account 9999 Type Attach Acct Code y Save Cancel Show Test Account Enter an accounting number to be associated with this call 48 Strata CIX Net Phone UG 04 08 User Defined Actions Creating Actions Export Call Info This action is used to export call information to another program like the CTI Call Handler in order to keep its Call Info Database current When this action is triggered it will Popup an Export Call Info screen allowing the user to fill in any missing call information typically the Main Listed Phone
62. e test Pressing the button titled Done Testing will close the Test Window Note If the action seems to work fine when you test it from this screen but doesn t seem to work properly when the action is used by the Call Handler you may want to open the Main Menu Icon gt Setup gt Advanced gt Show Events screen see your System Administrator if you do not have the Advance menu item to see what is actually occurring when that action is being used Add Edit Action x Name Abandoned Calls Log Filename Browse C Documents and Settings jgreen Local S Log String zN ZP Abandoned Type Log Info to File y Save Cancel Done Testing Test Values Test Results zP y 4804969040 zN 7 soe Blow Il Export Action Strata CIX Net Phone UG 04 08 Using Net Phone Features 4 This chapter defines how to use PBX features from Net Phone Features included are Call Handling PBX Call Center and Outlook features Personal Call Handler rules can be created to respond and take actions on calls automatically or Programmable Buttons can be used for even easier access to many features Call Handling Features Call Handling features include how to dial answer hold transfer and hang up calls It also includes how to view the Extra Call Information when attached to a call Making Outgoing Calls Net Phone supports a number of ways to place calls including open architecture links to
63. e than just your calls this option can limit those viewed using this Option button will be filtered to my Calls only 38 Strata CIX Net Phone UG 04 08 Net Phone Settings User Programmable Keys User Programmable Keys The Net Phone has many different User Programmable keys on the main screen on the Side Window or on the Extra Button windows These keys and can be easily configured by the user as Feature keys Speed Dial keys User Action keys DSS keys Web Access keys Run another Application keys or ACD keys etc This provides the user with one touch access to features applications files phone numbers employees and more To change any of these keys simply right click the mouse over the key and select from the menu one of the following options Change Key Initialize Key Copy This Key Swap Keys To Initialize Key This resets the key to a blank default state This makes it much easier to use the drag and drop techniques for setting up keys To Swap Keys To swap the configuration of two programmable keys you can simply drag amp drop one to the other To do this hold the Ctrl key down while using the left mouse button to drag a key to another location Or select Swap Keys and then drag amp drop key to new location Keys will swap within the same window and between the Side window and the Main Screen Keys on the Main Screen or the Side window will not swap with keys on the Extra
64. e to UNAVAILABLE using the following N 16 You could then set this action to run each time you shutdown your phone Add Edit Action x Name Send System PBX command ls ystem PBX Command Type System PBX Command System PBX Command y RECORDBKMARK Bookmark Text y Save Cancel Show Test e System PBX Command Select from the list of available commands and edit the variable values shown in quotation marks as needed The commands available are as follows ANSWER CONFERENCE Where xxxxx is the number to be dialed Digits 0 9 A DIALXXXXX is a pause and is a hook flash Parenthesis semi colons dashes and spaces are ignored thus 480 496 9040 can be entered HANGUP HOLD MODIFYCALL Field Recommend using Modify Call Information or Attach Acct Code Value action TRANSFER Recommend using Transfer Call action Recording Option When Recording is active on Net Phone RECORD RECORDBKMAKR Text Substitute your bookmark text for Text RECORDSTOP Strata CIX Net Phone UG 04 08 65 User Defined Actions Creating Actions ACD Option When ACD is available on some PBXs ACD HELP ACD PU SET WORKUNITS Transfer Call This action causes the active call to be transferred to another phone directly to a specific Voice mailbox or to an outside phone number i e 9 4969040 4 Add Edit Action q x Name Transfer
65. ent Status noiose rs E E aeea ese EErEE E aE EE E EES 82 Chapter 5 Connecting Headsets Plantronics Wireless Headset ooooconoccnocnnoccoonconcnoonononcnnnonnnono nono nono n a a aae 83 ESS0 USB and ESG0 USB DECT ccoo t a ideada 83 italia A ee ae 84 Headset Controls and Operation ooconncnnoconocnnoncnonanononnonnnonnncnnnnnn non nc rn nono nannnnnnnrnnncnnncnncons 85 Net Phone Audio Setup Screen ei ceeceseeeeeescesseceseceeceeeeseeecaaecaesseeeeeeeaeeeaeesaeeeaeens 86 Trouble Shooting senn t ta ta 87 Chapter 6 Using Microsoft Outlook Dialing from within Outlook cceccceesceceeceeseeeessecesaeceeaceceaceceeeeeeeeeaeeeaeceeaeceeaeceeeeeaes 89 Incomuns Calls co ee toe Sein lteter eee rece id ni ae Cleat e Neo CERES 89 WhHle oma Call litio e 91 Integrating with Outlook Calendar oooconnccncccnocanoconoccconcnnncnoncnn nono nc nono no cnnnnnnnonn con nc rn nannncnnos 92 Step 1 Create Actions to set and clear the DSS Message o e 92 Step 2 Create Personal Call Handler Rules ooooonncnncniccnoccconoconoconnnoncnanononorononancnnnana conan 93 Step 3 The Final POH Rules until doin a laderas telde 94 Strata CIX Net Phone UG 04 08 Contents Chapter 7 Personal Call Handler Chapter 7 Personal Call Handler Creating Personal Call Handling Rules ooooocnniccninoninocanicccnoncnonnncnnnnanonccnancccnnnc conc connnannnos 96 Like Matches uire eoii das dt dl 104 Unlike MatchesSusiintesticindsts iaa a E E o
66. er Defined Actions Action Variables 68 Variable Information OR field or OC field Outlook Calendar Reminder fields SUBJECT subject field of Outlook event START start Date Time of event END ending Date Time of event IMPORTANCE Importance Low Normal High of event LOCATION location of event ADVANCE number of minutes of advance notice STATUS Busy status Free Busy Out of Office of event STIM start Time without the Date DIFF time difference before event start e g 15 minutes will report 15 Minutes Used for text to speech announcments OO0ONXOCcI_AaAO0NnN P Incoming CallerlD Number ANI Outgoing Dialed Number S Call Answered Y es or N o T Call Type IC or CO IC Intercom call CO Outside call The Extra Call Info screen allows you to configure a button for each Call YN Info field This variable V contains the value of that Call Info field for use when defining an Action trigger 9 W Contains 1 if Outlook Link found a match in Outlook Contains O if Outlook Link did not find a match or was not active X name Extra Call Info Field i e X Notes The name of the field must be in double quotations For a list of field names in your system go to Preferences gt General Tab gt Extra Info button Add and
67. et e A Smart button on the back of the headset can be used to hold a current call and answer a Waiting call Strata CIX Net Phone UG 04 08 83 Connecting Headsets Plantronics Wireless Headset The headset power is automatically turned off by Net Phone whenever a call is not active and automatically restored upon receiving a call to save talk time battery The speech volume listening can be adjusted on the headset as well as on Net Phone and the microphone volume talking can be easily adjusted in Net Phone Please refer to Plantronics User s Guides for installation setup battery changing and other items for operating your Wireless Headset Installation The software modules needed for Plantronics are installed automatically with the Net Phone installation All configuration information for Plantronics to work properly is part of this installation We recommend not running the Plantronics PerSonoCall application disable the option to Launch PerSonoCall whenever Windows starts and shut down the application If you are running the Plantronics PerSonoCall always disable the option Enable headset only for phone calls extends battery life Note Plug in the headset USB cord and make the power connection for the base unit 84 Audio Device Type USB Headset Some PC USB ports provide enough power so that the external AC power transformer does not need to be used With Net Phone running right
68. et changed or when making corrections on other Net Phones e ACO0 This type of file is only imported at initial startup of the Net Phone or when the compiled actions file AGT_PHN ACS is not found at startup These files allow you to design an action export it rename it and then copy the file to all PCs that need that action These are also useful to overcome a user accidentally deleting an action since they can have a copy of that file on their PC when they exit and restart Net Phone that action will be restored Strata CIX Net Phone UG 04 08 71 User Defined Actions Action Variables 72 Testing Actions While in the Add Edit Action screen a Show Test Done Testing button is offered Pressing this button when it is titled Show Test will expand the window to a set of Test Values that can be set representing the variables used within the action This sets the values of any real time variables for testing your action For example if your action will be using the Phone Number variable P H or J you will want to set the test value of P to the phone number you want to simulate i e 7145551234 Then press the Perform Test button to test your action The Test Results screen will show the results of the test and if the action fails you can change the parameters of the action and test again When another application is involved in the action that application in general will need to be installed and running to perform th
69. evels and license codes for the system and is shown in the Tapi SPI Info screen below 26 Strata CIX Net Phone UG 04 08 Net Phone Settings Preferences Net Server ISP Configuration Client Information The Login Name Password and Extension below apply to the Net Suite of products only and have no correlation to your computer Login Name Typically the Login Name is the name that appears on your Net Phone and the name others can see for chat P sessions Tapi SPI Info x Login name Reisha Coelho PBX Name CTX PBX Ver CTX Version R5 10 M5018 CAS10M Serv Ext LevelZoai Serv Ver 3 3 Build 14 Extension 193075 Calli Feats 8B2704EE Call2 Feats 4E Line Feats CD Server Information PBX Feats 0 Cust Feats 3C5 Password 0 Hostname 12 195 92 62 y Use Remote Access Port Click for Details TAPI Network Service Up and Running DK Cancel e Login name Enter your Login name If a new installation a client will automatically be created in Net Server for this name Many times the administrator will have defined your client Login name see your administrator for the name to use e Password Enter an optional password for protecting the connection when needed e Extension Enter the extension number of the phone this Net Phone is monitoring for call information e Hostname Enter the name of the Server PC where Net Server resides e Use Remote Access Port Check thi
70. f the United States Export Administration Regulations or any other applicable law regulation or order is prohibited 8 Governing Law This License Agreement will be governed by the laws of the State of California United States of America excluding its conflict of law provisions 9 United States Government Restricted Rights The Software is provided with Restricted Rights The Software and other materials provided hereunder constitute Commercial Computer Software and Software Documentation and Technical Data related to Commercial Items Consistent with F A R 12 211 and 12 212 they are licensed to the U S Government under and the U S Government s rights therein are restricted pursuant to the vendor s commercial license 10 Severability If any provision of this License Agreement shall be held to be invalid illegal or unenforceable the validity legality and enforceability of the remaining provisions hereof shall not in any way be affected or impaired 11 No Waiver No waiver of any breach of any provision of this License Agreement shall constitute a waiver of any prior concurrent or subsequent breach of the same or any other provisions hereof and no waiver shall be effective unless made in writing and signed by an authorized representative of the waiving party 12 Supplier Software The Software may include certain software provided by TAIS suppliers In such event you agree that such supplier may be designated by TAIS as a third party be
71. g Headsets Trouble Shooting Trouble Shooting If you loose audio on a call after about 6 seconds check for the Plantronics PerSonoCall application and disable the option Enable headset only for phone calls extends battery life Y Plantronics PerSonoCall panamense Basic Options Current Status Select Softphones C Launch PerSonoCall whenever Windows starts C Enable headset only for phone calls extends battery life Smart Button C Holding down Mute button on headset launches application Strata CIX Net Phone UG 04 08 87 This page is intentionally left blank Using Microsoft Outlook 6 Dialing from within Outlook When Outlook Phone Link has been installed a Phone Icon will appear on your Outlook main Tool bar Then when you are in any Outlook Contacts folder and you have a contact highlighted you can press this button to dial A dialing screen will pop up showing each of the phone numbers available for that contact Simply select the appropriate phone number and press the Call button to place the call Note Please refer to the on line help file in Outlook Phone Link for available dialing options When the call is being dialed in Net Phone the name from the Contact will be automatically attached to the phone call for display on the LCD the Call Key SMDR etc Incoming Calls Using the Personal Call Handler you can set up a rule s to automatically run the Lookup In O
72. g the Net Phone with a different PBX extension This Mobile User option will pop up a Login screen each time Net Phone is started so that they can log into the appropriate PBX phone extension e ACD Key View This option changes the keys on the left side of the main Net Phone screen to wide keys which can then be programmed to ACD functions like login logout ACD status etc Call History e Enable Call Logging To have Net Phone collect and display Call History Call Logging must be enabled e Call Types Once Call Logging is enabled a choice needs to be made to log All Intercom Only or Outside Only calls Audible Message Waiting An audible sound can be played when the Message Waiting indication turns on The sound played can be any WAV file of your choosing e Enable Sound Placing a check mark in the box enables playing a sound in the file shown Clicking the Test button will allow you to listen to the sound selected Sound File Enter the path to the WAV file to be played Use the Browse button when needed to search for the path to the sound file Strata CIX Net Phone UG 04 08 15 Net Phone Settings Preferences Extra Info Screen Each call may have additional information attached to the call that may be useful With the Extra Info Feature enabled this symbol appears with each call When the symbol is gray no information is present when cyan information is attached and when red high priority i
73. he Caller ID to be used in the trigger For the last two options enter a specific number in the box including wildcard characters when needed See Like Matches and Unlike Matches for use of wildcards 2 Conditions If these Conditions are True Call Type Any Ic Only C Outside Only Phone State any If Idle C Busy on a Call m Caller ID Number None Required C Any Number C Blocked Missing O Is This Is Not This H Extra Info CallerID Name None Required Is Present Is Missing Is This Value ae Account Code None Required Any Number Is Missing Is This C Is Not This e Extra Info Select a Field Name CallerID Name or type in another field name and then choose how to treat this information For the last two options enter a specific number in the box including wildcard characters when needed See Like Matches and Unlike Matches for use of wildcards e Account Code Select the account code type to be used For the last two options enter a specific number in the box including wildcard characters when needed See Like Matches and Unlike Matches for use of wildcards 98 Strata CIX Net Phone UG 04 08 e Call Answered Whenever a call is answered on the phone Strata CIX Net Phone UG Call Type Select the call type for the ringing call Call Direction Select the direction of the cal
74. he NET Server will be used as the dial plan You can press the Check Plan button to bring up the Server Dial Plan Tester screen that allows you to enter a Test Phone Number and see how it will be dialed It is the responsibility of the System Administrator to setup and maintain the server dial plan xi Test Phone Number Result Phone Number E0z496301 5 Test Result Information Done Power Dialer When the Power Dialer option is installed two action buttons can be defined for use with the Power Dialer These user defined buttons can appear on both the Ready to Dial and the Results screens used with the Power Dialer Please see the Power Dialer Administrator s Guide for details e Ready to Dial Enable the Action button and select the Action to be performed when the button is pressed Optionally the label can be changed to meet your needs e Call Results Enable the Action button and select the Action to be performed when the button is pressed Optionally the label can be changed to meet your needs Strata CIX Net Phone UG 04 08 21 Net Phone Settings Preferences Defining a Local Dialing Plan Each area of the US uses a different set of rules for determining which calls are local calls or long distance For your area a good source for determining how to define your dialing plan use the opening pages of your phone book These pages generally define how to dial different areas and provide a listing of pref
75. he wild card character e To Delete a Specific Prefix Code To delete one prefix code that is part of a range of codes entered using a wild card character enter the prefix code to be considered not local in the Long Distance box and click Add For example if prefix code 755 is long distance but all other 75 codes are local first enter 75 into the local list and the add 755 as Long Distance the resulting local list will be 750 751 752 753 754 756 757 758 and 759 e Dial Area Code on Local Calls Enable this feature in areas such as Atlanta where you must always dial the full 10 digit phone number include the area code even when the call is local Most areas of the US local calls do not include the area code and dial only 7 digit numbers for local calls Any number dialed from another program or hot key dialing will be down to its base 7 digits by removing the Home Area Code before it is dialed e Add 1 Check the box if you need to dial a leading 1 before the number for calls within your Home Area Code e Dial Area Code Plus the Number Check the box when the home area code is also to be dialed Strata CIX Net Phone UG 04 08 23 Net Phone Settings Preferences Calling Outside My Home Area Code e Any calls outside your Home Area Code LOCAL calls Select either None or Only Calls to These Area Office Codes e Local Area Office Codes This entry is only presented when you chose Only Call to These Area
76. his could include information input by an IVR added attached information by the Call Router attached from a database or added by any user who handled the call This information is retained with the call as it is transferred about in the phone system The following Call Info icons are displayed in the Calls window or LCD Display to indicate the presence of additional information The icon changes color depending upon the information available SS No call information attached to this call fe Normal call information attached to this call A At least one field of priority call information is attached gt To View Call Information Click the Call Info icon f on the right side of the Call key for the desired call This window can contain many different fields depending on your configuration and the call information attached Note These windows can automatically popup whenever a new call arrives by using the Popup Call Info Screen action in the Personal Call Handler amp Call Notes 2 CO call 4809075186 4809075186 xi Notes y El RECFNAME TRACER HOUSE Recordings 04 06 Copy Agent Name Copy DNIS Number 9040 copy ACD Call Priority Copy Preferred Agent Po Copy Update Strata CIX Net Phone UG 04 08 77 Using Net Phone Features Call Handling Features To Add or Change Information 1 With the Call Info window open place the cursor into the box to be changed and use the keyb
77. hone and are provided as Options Buttons These companion applications were provided as choices when Net Phone was installed on your PC Up to eight individual buttons may be configured to view on the main window Your ability to change these may be restricted by the administrator The companion applications open and dock to the bottom of Net Phone Users may also detach the companion applications and place them anywhere on the desktop Access to Option Buttons applications is also possible using the User Defined Action see Pop Internal Web Browser on page 30 for details This action can be placed on any Programmable key to expand the number of Option Buttons available or the action can be used in the Personal Call Handler to automatically open an application based upon certain call triggers To Copy this Button onto Another Button 1 Right click on the Option Button to copy 2 Click the Option Button to receive the copy To Swap Two Buttons 1 Right click on the first Option Button in the swap 2 Click the second Option Button to complete the swap To Change Button Right click on the Option Button to change e Key Type Select a type of companion application from the pull down listing See the Button types that follow for specifics for each one e Key Label The label will default for the Key Type selected change the label if needed e Tool tip This entry will appear in the bubble when the mouse hovers
78. hone whether the caller hung up or the call was transferred or forwarded e Call Type Select the call type for the ringing call e Call Direction Select the direction of the call to be triggered e Call was Answered Select whether the call was answered Net Phone Startup Happens whenever the Net Phone software starts up and is in full operation with the PBX Net Phone Shutdown Happens whenever Net Phone software is shutdown using a normal Exit 2 Conditions If these Conditions are True Call Type Call was Answered Any Ic Only Doesn t Matter C Outside Only O Yes No m Call Direction e Any Incoming Only Outgoing Only 2 Conditions If these Conditions are True Strata CIX Net Phone UG 04 08 Personal Call Handler Creating Personal Call Handling Rules e FWDed XFRed Call Ringing 2 Conditions If these Conditions are True Whenever a call rings on the phone that r Call Type Extra Info has been either Forwarded or Transferred Any IC Only CallerID Name y from another extension C Outside Only E None Required Call Type Select the call type for the p Phone State de E 1 yp any C IF idle Is Missing ringing call Busy on a Call Is This Value Phone State Select the Phone State FWD XFR Ext when the call arrives Any Number Account Code C Is This None Required FWD XFR Ext
79. hone will operate in Demo Mode if the appropriate licenses are unavailable Demo mode lets you use the software for Demonstration purposes only for a limited period of time Net Phone provides the following major functions e It allows you to place answer handle view and manage phone calls all from your computer screen keyboard and mouse e Using the VoIP Audio capabilities can provide a complete speech path when using a PC with the proper speech component support e It allows you to setup rules and actions to automatically activate when calls arrive even while you are away e It provides the glue to easily interface with many popular programs like Microsoft Outlook Goldmine ACT etc This allows you to dial from and screen pop into these programs or the Internet Intranet Strata CIX Net Phone UG 04 08 The Grand Tour The Main Screen The Main Screen This section gives an overview of the main user interface of the Net Phone including the buttons displays and indicators which allow you to easily and efficiently operate your phone Net Phone provides two views Streamlined and Expanded allowing you to operate using only the space on your screen that you want Note You can easily change the color scheme and appearance of your Net Phone by right clicking your mouse on the logo and selecting one of the Skins on page 6 from the Phone colors menu The Streamlined View In Streamlined view Net Phone consu
80. iba branded and third party manufactured products that support our Toshiba Strata CIX product portfolio Similar to other resellers of software hardware and peripherals these third party manufactured products carry warranties independent of our Toshiba limited warranty provided with our Toshiba branded products Customers should note that third party manufacturer warranties vary from product to product and are covered by the warranties provided through the original manufacturer and passed on intact to the purchaser by Toshiba Customers should consult their product documentation for third party warranty information specific to third party products More information may also be available in some cases from the manufacturer s public website While Toshiba offers a wide selection of software hardware and peripheral products we do not specifically test or guarantee that the third party products we offer work under every configuration with any or all of the various models of the Toshiba Strata CIX Toshiba does not endorse warrant nor assume any liability in connection with such third party products or services If you have questions about compatibility we recommend and encourage you to contact the third party software hardware and peripheral product manufacturer directly Contents Introduction OrganizatiON ooconocccnonoconononnncccnnac nnnn n CONVENTIONS oocccccnoncnnnnnnacincccccnnnonononano Related Documents Media
81. ie nn EEEE EEEa 56 Popup Phone creia io oi 57 R nsanother Prostate aa 58 Send DDE Msi oie covencicial bascavouvasves E E ba betas dano he eR tash 59 Send Keystrokes toa Program iiieoo retune iee iate aieia 60 Set Phone Do Not Disturb sscisiesssesciessessees dido 63 Set Phone Status Message wesc cicsscctesecsatevecesestedidenses th edets seeds ita dadas 64 Set Phone Borwardin Secos ito tod wh een Ie in as ates 64 System PBX Command sisi dices dl tata haa 65 Transter Callosa nc altiro illo iii 66 Action Variables cui a 67 Call Variables encata aiena ea asara E E Dunas 67 System Variables eeso es a asr ba akin osre a eoa E E Ea a E E N 69 Exporting ACtliONS vsczcssucdsceivetessesatescsasbesssctenessgassotsgurpossuuibescauuttsseatesbaseskigst event AR ESS 70 Importing Act ti idas 71 TESTS Acos dd 72 Strata CIX Net Phone UG 04 08 Contents Chapter 4 Using Net Phone Features Chapter 4 Using Net Phone Features Gall Handling Features it cine cai VEe EEE EENE aN aaa Dao aeaa ES 73 Making Outgome Call iii dd a tad ante aE 73 Answering Call iodo acosa sia rotas 75 Pranisferrin eC als inunda oi rilanl lille EEEE leal lesa 76 Viewing Extra Call Information eee eeeeeeceseceseeeseecseceseeseeseaeesaecsaeceeeeseesaeecsaeeaeenes 77 Holding Calls A ieee 78 Phone Feature Operation omite da balsa 79 Status MESSI AA Wet 79 Call POwardin 9 linia init illinois 80 Call Center Featnres es A A AA 81 ogame Nor td ltd adds 81 Changing A S
82. iewer The Presence Viewer window shows the status of users AX 4 Presence Viewer My Group 7 Members My Groups H My Group A Idle 105157 BOB TRISCARI f System Groups 102351 KATZ YAMAGUCHI 153351 Katz Yamaguchi In Meeting OnLine 119209 PETE AMBRIZ OnLine Chat Call TIM MEADERS Call on Phone W D Freshour Katz Y Delete This Member Change This Group Right click the member to start Chat or call the person through Net Phone Note The binocular icon on the top left provides menus such as Sort or Icon view as well as Help Strata CIX Net Phone UG 04 08 121 Using Companion Applications Other Applications Other Applications Several other applications integrate with Net Phone For more details on these applications please see the documentation on each of these products Chat An integrated text messaging function that allows you communicate with other Net Phone users using text messaging calls even while you re busy on the phone See the Chat User Guide for instructions on its use Personal Power Dialer Allow you to automatically call a list of phone numbers or dial phone numbers at specified dates and times See the Power Dialer User Guide for instructions on its use Replay OAISYS Replay is a client application for OAISYS Tracer Replay must be installed on this PC to access call history and recorded files from Tracer See the Replay User Guide for instructions on its us
83. ile menu 8 functions 1 help 8 main menu 7 main screen 2 setup menu 8 shutdown 100 125 Index O T startup 100 streamlined view 2 O OAISYS 38 auto call record 5 Tracer 5 38 On manual dialing 18 options 28 outlook calendar 92 103 dialing 89 incoming calls 89 lookup 50 outlook integration 18 outside numbers 21 P PCH rules 94 personal directory 33 personal power dialer 37 122 phone forwarding 64 phone number 51 test 24 phone screen 50 pop up 14 popup 29 power dialer 21 preferences 13 user 14 presence 119 programmable keys 39 R ready to dial 21 re dial 73 redial 4 126 Replay 38 replay 122 resize 10 run program 45 S screen phone 50 popup call info 56 setup preferences 13 shortcut keys 29 side window rollout 9 screen 9 skins 12 skin selection 12 sound file 15 speed dial 33 directory 112 keys 41 list 74 standard info 51 static information fields 16 status 102 agent 82 status message 64 status messages 79 swap keys 39 system variables 69 T tabs advanced 26 dialing 20 docking 25 general 14 talk indication 86 TAPI service provider 26 Strata CIX Net Phone UG 04 08 TASKE Contact 48 testing actions 72 transfer 42 66 trunk access code 20 U URL 35 53 54 user defined action Keys 43 user Preferences 14 V value 52 variables 67 system 69 views regular screen docked 7 screen d
84. ines the contents of Net Phone when docked to the top or bottom of the screen This includes whether docking is enabled or disabled uses the slim or regular profile and a listing of contents by display priority space limits what can be displayed xl IV Enable Screen Docking Top amp Bottom r Docking Settings Docked Profile C Slim Regular Used Elements Available Elements Recording Yol Keys 2 Prog Keys Reg LCD 2 Prog Keys Wide 4 Application Keys 4 Application Keys sA Calls Window Delete gt IV Enable ReDock on Startup Save Cancel e Enable Screen Docking When enabled the Net Phone will automatically dock to the top or bottom of the PC screen when it is moved to the top or bottom Docking Settings e Docked Profile Once screen docked the Net Phone will take on either a Slim or a Regular profile selected here Enable ReDock on Startup Place a check in the box to cause Net Phone to startup in the same position and condition as when it was last shut down e Used Elements The displays buttons etc to be used in each profile are configured by moving available elements to the Used Elements list Whenever the Net Phone is screen docked it will place the elements from the Used Elements list on its screen starting from the top of the list using as many elements as possible until it runs out of space on the right side of the PC screen Some types
85. ix codes for the local calling areas Three typical examples are 1 Phoenix AZ all calls within the 602 480 and 623 area codes are considered to be local calls while all calls outside those area codes are considered long distance 2 Santa Fe NM calls to some office codes within the 505 area code are considered to be local calls while other calls to the 505 area code are considered long distance 3 Atlanta GA all calls to area codes 770 are considered to be local calls while some calls to the 404 and 678 area codes are also considered to be local calls If you chose to use the Local Dialing Plan you need to create a dialing plan If you chose SERVER Dial Plan then you should check with your System Administrator if you have questions x m Calling Within My Home Area Code xj My Home Area Code is 480 m Local Long Distance LOCAL calls C All Calls in my Area Code Calls to These Office Cod 444 Add Local Office Codes cl Delete 0 I Dial Area Code on All Local Calls LONG DISTANCE calls within my Home Area Code V Add 1 7 Dial Area Code Plus the Number m Calling Outside the Home Area Code r LOCAL calls 7 LONG DISTANCE calls Outside the Home Area Code IV For Long Distance Calls add 1 Save Cancel Help m Test a Phone Number Test Number This will be Dialed 6025551234 Check
86. l someone calls you or you press the button to make a call using Chat 36 Strata CIX Net Phone UG 04 08 Net Phone Settings Options Buttons Power Dial Button Allow you to automatically call a list of phone numbers or dial phone numbers at specified dates and times See the Power Dialer Administrator Manual for details Set Options Key xj Key Label Power Dialer Sample Power Dialer Key Type fiam ao Tooltip Personal Power Dialer Er Power Dialer IV Auto Startup J Auto Start Hidden Okay Cancel Initialize Personal Power Dialer e Auto Startup When enabled Power Dialer will startup when Net Phone starts The Power Dialer dialog box will also open With the Power Dialer started scheduled calls can function as planned e Auto Start Hidden This mode allows the Power Dialer to be active but the Chat dialog box will not display Strata CIX Net Phone UG 04 08 37 Net Phone Settings Options Buttons Replay Button Replay is a client application for OAISYS Tracer Replay must be installed on this PC to access call history and recorded files from Tracer See the OAISYS Replay Administrator s Manual for details x Key Label Joaisys Replay Sample DAISYS Replay Key Type MN y Tooltip System Call History Replay I Show just my Calls Okay Cancel Initialize System Call History Replay e Show just my Calls Ifthe permissions for Replay allow mor
87. l to be triggered Caller ID Number Select a Caller ID number For the last two options enter a specific number in the box including wild card characters when needed See Like Matches and Unlike Matches for use of wildcards Extra Info Select a Field Name Personal Call Handler Creating Personal Call Handling Rules 2 Conditions If these Conditions are True m Call Type f Any C IC Only Outside Only r Call Direction Any Incoming Outgoing Only m Caller ID Number None Required Any Number C Blocked Missing Is This Ts Not This mes m Extra Info None Required Is Present Is Missing Is This Value CallerID Name y Account Code None Required C Any Number Ts Missing Is This Is Not This CallerID Name or type in another field name and then choose how to treat this information For the last two options enter a specific number in the box including wildcard characters when needed See Like Matches and Unlike Matches for use of wildcards Account Code Select the account code type to be used For the last two options enter a specific number in the box including wildcard characters when needed See Like Matches and Unlike Matches for use of wildcards 04 08 99 Personal Call Handler Creating Personal Call Handling Rules 100 Call Disconnect Whenever a call leaves the p
88. lor Default Colors Action System PBX Command y System PBX Command RECORDSTOP v Save Cancel Initialize The commands that may be available will depend upon the PBX you are using Commands that may be available include PBX Call Control Auto Call Record Tracer Recording Answer Current call Start Record Conference Simulates pushing Conf key Stop Record Dial xxxxxx xxxx the number to dial Set Bookmark Msg Hangup Hangup current call Call Center Hold Hold current call ACD Agent Help Modify Call Field Value ACD Call Pickup Transfer Set Work Units Value An enhanced feature is available in User Defined Actions 42 Strata CIX Net Phone UG 04 08 Net Phone Settings User Programmable Keys User Defined Action Keys Customized features can be placed on keys by using User Defined Actions Actions that have been defined will be available in the pull down list To create a new action go to the User Defined Actions section to create the action before defining the key If the programmable key in on the Main Screen or the Right side window an Edit button appears that is a short cut to the User Defined Actions 4 Setup Key x Sample abusive Back Color Key Label Abusive __ Text Color Default Colors Action User Defined Actions y User Actions Bookmark Abusive Call b2 Save Cancel Initialize ACD Keys
89. mes minimal screen space but still provides the user with indictors information and buttons to effectively operate the phone This view is most effective when users handle one call at a time or have very little available screen space available Below is a sample view and information about the various parts of Net Phone Main Menu Information LCD Expand Button Display Button TOSHIBA Leading Innovation gt gt gt oD Minimize Button Message Waiting Indicator Slide Window Rollout Browser Call Handling Option Buttons Toolbar Applications 2 Strata CIX Net Phone UG 04 08 The Grand Tour The Main Screen Button Icon Description Main Menu Click this button to access Net Phone configuration menus and Help Information LCD Display This window simulates a phone LCD and provides different types of information depending on current status If your phone is idle it shows the date time Extension number and current Name While a call is active on your phone it shows information about the call Duration CallerlD or Name if present When a call is active in the window right click on the LCD to access to popup a menu of call control options Expand Button Used to change the phone to from its Streamlined view and its Expanded view Minimize Button E Hides Net Phone into the system tray Simply click on the Net Phone icon shown left in the system tray to return the Net Phone to the sc
90. n IV Wrap up is Completed and Agent is Available 2 Conditions If these Conditions are True r Do Not Disturb Change On or OFF Turned Off Turned On Turned On with Message Msg Begins with Affected Phone My Phone 2 My Secondary Extension L this rule will be based upon My Phone or My Secondary Extension 102 Strata CIX Net Phone UG 04 08 Personal Call Handler Creating Personal Call Handling Rules e Outlook Calendar Appointment An 2 Conditions If these Conditions are True event that occurs at the start time of the Calendar Status Event Importance gt appointment and again when the any any appointment time ends Free C Free C Low Busy Normal e Calendar Status Select to match the Out of Office C High Outlook Calendar Status options Subject Any Free Busy Out of Office Any C Matches this Subject e Event Importance Select to match A AAA the Outlook Calendar Importance options Any Low Normal or High e Subject Select either Any or Matches this Subject For making the match enter the text for the subject to match See Like Matches and Unlike Matches for use of wildcards Note Outlook Calendar may also send a Tentative status setting which is treated using the Any setting Outlook Calendar Reminder An 2
91. n page 26 for details To Add an Action Click the Add Action button to transfer to User Defined Actions to allow you to create a new action to be used See User Defined Actions on page 26 for details To Delete an Action Click the Delete Action button to remove an action from the listings Use this with caution as this will remove the action for all other functions as well Step 3 Step 3 Complete the Rule To Save Rule Click the Save button to save your changed or new rule To Cancel Settings Click Cancel to exit without saving the settings To Export Call Handler Rule Click the Export Rule to create a RUI file in the PC user s ODocument and Settings Application Data CTS NetPhone folder Each rule created can be saved as a file for backup purposes and copying to another PC to allow the same rule to be used by other users Strata CIX Net Phone UG 04 08 105 Personal Call Handler Export Rules Export Rules 106 Once a rule has been designed exporting the rule is recommended to provide a backup copy and that file can be copied to other Net Phones To export a rule you will need to be in the Add Edit Rule screen and click the Export Rule button Pressing Export Rule copies the details of the rule into a special file named xx RUI where xx is a number assigned by the system corresponding to the rule number i e 2 ACD The file is exported into the user s application data folder typically O
92. n the main screen to cause the side window to appear just to the right side of the main window or below when the main window is docked The side window provides access to the Personal Call Handler window and additional programmable buttons can also be reached The Grand Tour The Side Window Screen This window can be docked connected to or undocked moved away from the main window While docked to the main window whenever the main window is moved the side window will move with it And likewise whenever the main window is minimized into the system tray or restored the side window will move with it When the side window is undocked it floats separately from the main window and can be moved and resized separately Call Handler Mode Add Change Delete Personal Call Handler Xj Actions s 1 Call From Home Blow Whistle 2 Incoming call with CallerID Screen Pop Outlook Buttons a e Call Handler Management Buttons Used to Add Change or Delete Personal Call Handler rules e Dock Button Use to dock the window back to the main screen if detached or hide inside the main screen 1f attached e Close Button Use to close the Call Handler window e Call Handler Rules Window Displays the current Call Handler rules along with an enabled checked and disabled unchecked box per rule The triggering event 1s show in blue text while the action to take place is shown in red text for easier vie
93. n to dial the rest of the digits at the appropriate time Examples include 1 dialing a person who has an extension number i e 4969040 x1008 2 dialing a pager and you want to display a number on the LCD of the pager i e 5551234x4969040 or 3 dialing a long distance access code i e 8884083279 x17135551234 Note You can use more than one X in the phone number and it will wait after each X i e 4969040 x8 x 1009 1234 Setup Key xj Sample Back Color Key Label CTS SE Text Color Default Colors Action Speed Dial bed Phone Number tes8 496 9040 x3 Save Cancel Initialize Strata CIX Net Phone UG 04 08 41 Net Phone Settings User Programmable Keys System PBX Command Keys The System PBX command keys are maintained for backward compatibility It is highly recommended that the user create User Defined Actions for System PBX Commands The User Defined Actions have expanded the options available for a number of these commands and thus offer better choices The description below shows the possible features that appear in the Setup Key window Some of the features listed are dependant upon Net Phone System Administration settings such as the Auto Call Record Tracer Recording features which only appear when the System Administrator enables those items Others are dependant upon the PBX used by Net Phone 4 Setup Key x Sample Stop Reco Back Color Key Label Stop Recording Co
94. n to limit the search to calls made to from specific numbers You can enter a specific phone number like 480 496 9040 the last part of a number 496 9040 or the first part of a number 480 to find all matching calls You may also use wild cards such as 480 9040 and 480 496 Names Choose All for calls to from any name including blank names Use the Starting with option to limit the search to calls with a specific name Enter an entire name Jack Jones or just the first part of a name Jac The name search is NOT case sensitive Strata CIX Net Phone UG 04 08 Using Companion Applications Call History e Account Codes Choose All for calls with any or no account code Use the Starting with option to limit the search to calls matching or starting with a specific account code For example 123 returns calls with account codes 123 and 123xxx e Press the Search button to find the calls on the current page that match ALL of the selected options Call History will update the Calls counter and Call Display area on the main screen amp Call History Filters x Dates Call Direction All Today In amp Out C Last 12 days C In Only Since 2 10 2005 C Out Only Phone Numbers all Matching 480 Names All Starting with Account Codes All Starting with Search Clear Fiters Cancel e Search Button Finds th
95. nd the Call Divert action to occur using a time delay then the two rules would result in displaying the Screen Pop and then pausing before diverting the call Note This example was for illustration purposes These two actions can actually be done within a single rule to make the creating of rules simpler To Open Call Handler Rules Click the Main Menu Icon gt Setup gt Personal Call Handler or click the button on the right side of Net Phone Add Change Delete Personal Call Handler Xi To Delete a Rule Highlight the rule to delete and click Delete 96 Strata CIX Net Phone UG 04 08 Personal Call Handler Creating Personal Call Handling Rules gt To Add or Change a Call Handling Rule Click the Add button or highlight the rule to be changed and click Change 2 Add hee Handler Rule CEUTA a Strata CIX Net Phone UG 04 08 97 Personal Call Handler Creating Personal Call Handling Rules Step 1 Select a Triggering Event and Set the Conditions The types of events that can be used to trigger a rule can be divided into call related triggers system triggers and status change triggers Each grouping is show below along with the Conditions offered for the trigger to take effect e Call Ringing Whenever a call rings on the phone e Call Type Select the call type for the ringing call e Phone State Select the Phone State when the call arrives e Caller ID Number Select t
96. ne Feature key Strata CIX Net Phone UG 04 08 45 This page is intentionally left blank User Defined Actions 3 You can define powerful actions that can be used with both the Personal Call Handler and under the Programmable Keys These actions can be as simple as playing a WAV file to as powerful as sending a specific DDE message to another programs to Screen Pop a database When defining a new action it s usually a good idea to test the action to make sure it works correctly The screens for creating actions also provide a testing facility to make this testing easy Note Depending on your configuration you may not be able to change the User Defined Actions in which case you should check with your System Administrator Creating Actions The Creating of Actions can be done by going to the Main Menu Icon gt Setup gt User Defined Actions TO a File gt t HER NET Pt Personal Call Handler Help gt User Defined Actions 3 Preferences A Shortcut Keys gt Calls 4 olu Audio Devices Setup SS oe A window pops up showing a listing of currently defined actions and options that you can Add Copy Edit Test or Delete Pressing the Add Copy or Edit Test buttons Strata CIX Net Phone UG 04 08 47 User Defined Actions Creating Actions takes you to a screen for creating or editing an action The types of actions that can be created are defined below When actions are copied created or edited those changes ar
97. ne Number hyphenated type 2 amp K ACD Group extension number amp L Insert a Line Feed character amp N Calling Party Name outside calls only gn Insert the Date and or time in user specified format i e amp Nhh mm ss AM PM amp amp P Calling Phone Number amp Q Random Variable 6 digits amp R Random Variable 8 digits amp T Insert the Time in format HH MM 24 hour clock See Note 1 amp U Insert the Time in US format H MM AM PM See Note 1 amp V1 VoIP Ringer Audio device Soft Phone must be used to use amp V2 VoIP Headset Audio device Soft Phone must be used to use amp X Destination Field for Export of Call Info amp Y Call Type IC or CO IC Intercom call CO Outside call amp t Insert a Tab Character o Insert a Percent character amp amp Insert an Ampersand amp character Strata CIX Net Phone UG 04 08 69 User Defined Actions Action Variables 70 Note amp T and amp U variables accept a relative addition of time in the format amp U 30 results in the current time plus 30 minutes The number of minutes must be within single quotation marks Example A Set Phone Status Message action can be specified selecting the OUT TO LUNCH message and a second line of UNTIL amp U 30 If this action is used at 11 55 AM then the resulting message on Net Phone is OUT TO LUNCH UNTIL 12 25 PM Examples for Text Reader Announcer Speak Reminder SPEAK Reminder OR SUBu
98. neficiary of TAIS with rights to enforce the Agreement with respect to supplier s software YOU ACKNOWLEDGE THAT YOU HAVE READ THIS LICENSE AGREEMENT AND THAT YOU UNDERSTAND ITS PROVISIONS YOU AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS YOU FURTHER AGREE THAT THIS LICENSE AGREEMENT CONTAINS THE COMPLETE AND EXCLUSIVE AGREEMENT BETWEEN YOU AND TAIS AND SUPERSEDES ANY PROPOSAL OR PRIOR AGREEMENT ORAL OR WRITTEN OR ANY OTHER COMMUNICATION RELATING TO THE SUBJECT MATTER OF THIS LICENSE AGREEMENT Toshiba America Information Systems Inc Telecommunication Systems Division 5932 9740 Irvine Boulevard Irvine California 32618 1697 United States of America DSD 020905 Toshiba America Information Systems Inc Telecommunication Systems Division Limited Warranty Toshiba America Information Systems Inc TAIS warrants that The CIX Attendant Console equipment such as the PC except for fuses lamps and other consumables will upon delivery by TAIS or an authorized TAIS dealer to a retail customer in new condition be free from defects in material and workmanship for twelve 12 months after delivery And that the Toshiba telephone equipment except for fuses lamps and other consumables will upon delivery by TAIS or an authorized TAIS dealer to a retail customer in new condition be free from defects in material and workmanship for twenty four 24 months after delivery This warranty is void a if the equipment is used
99. nformation is available The Configuration button in the window accesses the screen for enabling this feature as well as choosing the extra information items to be displayed along with their properties shown below 4 Extra Information Feature x Extra Info Feature Static Info Fields Enable f Disable add 2 RECFNAME Dynamic Info Fields Show Always Show if Non blank C Never Show Okay x Change Field Name CalledlDNum y Save Description ONIS Number Remove _ Cancel Field Type C Long Text Priority Action Button Regular Default User Defined High if Field has Info Action Nome C High Always CY User Can Edit Field Button Label Yes C No Extra Info Feature Provides for enabling or disabling this feature When disabled the Call Information icon will not appear with each call Static Information Fields These fields will have a fixed area within the Call Notes window for the information to be displayed You have the ability to Add Change an existing or Remove any field 16 Strata CIX Net Phone UG 04 08 Net Phone Settings Preferences To Add or Change a Static Info Field Field Name Select from the pre defined list of fields or create you own field name This name must match exactly the information field where the information is held Description Enter any description you desire to mark this fiel
100. ng or changing any other information associated with the call a EY Add Edit Action E Name Information Type Modify Call Information e Standard Info C Extra Info Type Modify Call Information zj Phone Number 9495551212 Name Toshiba Save Cancel Account Show Test Information Type Select either Standard Info or Extra Info The Standard Info option supports updating the information in the PBX when supported by the PBX The Extra Info option can enter or change any field for this call Standard Info Phone Number Enter a phone number to be used as the Caller ID number for this call This replaces an existing number or adds a number if blank Name Enter a name for the caller to be used as the Caller ID name This replaces an existing name or adds a name if blank Account Enter an account code for the call This replaces an existing number or adds a number if blank Strata CIX Net Phone UG 04 08 51 User Defined Actions Creating Actions Extra Info Add Edit Action Name Information Type Modify Call Information C Standard Info Extra Info Type A Modify Call Information z Field Name PREFAGENT Value 2007 Save Cancel Show Test _StowTest_ e Field Name Enter the name of the field to be changed This name must match exactly the field name including uppercase and lowercase syntax For example a user may want to
101. o options enter a specific number in the box including wildcard characters when needed See Like Matches and Unlike Matches for use of wildcards Account Code Select the account code type to be used For the last two options enter a specific number in the box including wildcard characters when needed See Like Matches and Unlike Matches for use of wildcards Strata CIX Net Phone UG 04 08 101 Personal Call Handler Creating Personal Call Handling Rules e Status is Idle Whenever the station 1s idle and the DND button is toggled or whenever an ACD agent ends wrapup time and becomes available to take a call e Do Not Disturb Status Select whether the station is to be considered idle when the DND Status is e ACD Agent Status Check the box to trigger when an agent goes idle after completing the wrap up e Change in DND Status Whenever the DND or message status change takes place the message set is checked to see if it matches the defined conditions Do Not Disturb Change Select the DND Status change to cause the trigger For the item with a message to match enter the beginning characters of the message See Like Matches and Unlike Matches for use of wildcards e Affected Phone Select whether 2 Conditions If these Conditions are True Do Not Disturb Status Only Idle when DND is On C DND is OFF DND is On or Off ACD Agent Status Only Idle whe
102. oard to add or erase information Note The ability to add or change information is controlled by Preferences gt Extra Info settings 2 Click the Update button to save the new information Once changed other programs will use this information For example the call is being screened and transferred into an ACD queue the caller could define a Preferred Agent by entering an agent s ID into the Preferred Agent Information field When the call is transferred this information is available to be used by the ACD application To Copy Call Information to Another Application With the Call Info window open click the Copy button to place that specific information on the Windows clipboard for pasting into another program For example the user may need to use the Customer number to look up the status of an order Clicking Copy and switching to the other program and pasting into the appropriate field allows for a fast lookup Holding Calls To Place Call on Hold While talking with a caller click the hold button EW to place call on hold L or right click on the call in the Call View Window and select Hold from the menu To Retrieve Call To re connect a held call click the hold button again or double click on the held call in the Call View Window or right click on the held call and select Answer from the menu 78 Strata CIX Net Phone UG 04 08 Using Net Phone Features Phone Feature Operation Phone Feature Operation S
103. ocked 7 slim screen docked 7 volume controls 5 W WAV file 53 web browser 35 53 54 web keys 44 Strata CIX Net Phone UG 04 08 Index U W 127 This is the last page of the document
104. of elements can only be used once like an LCD whereas other elements like Programmable Keys can be used numerous times e Available Elements The Available Elements list shows the types of elements that are available for use in this profile Note Once you ve changed the screen docking settings the new settings will not be used until the Net Phone is undocked if it s already screen docked and then re docked Strata CIX Net Phone UG 04 08 25 Net Phone Settings Preferences Advanced Tab This screen allows the changing of the basic connection for Net Phone and provides for the ability to send log files to Technical Support for debugging problems encountered in the field The TAPI Service Provider should not be changed unless your System Administrator has instructed you to update the settings for finding Net Server for your application 4 Setup Preferences 3 xl TAPI Service Provider het Server Setup jE r Diagnostic Logging Uplink Y Show Advanced Menu TAPI SPI Logging DISABLED Uplink Debug Files Save Cancel TAPI Service Provider Enter the Service Provider Name This must be set to access the TAPI service provider to be used typically this would be set to Net Server e Setup Clicking the Setup button opens a screen to define the TAPI Service Provider as shown in the diagram below The I button is a handy status indicator for reading the version l
105. of some action in that program 4 Add Edit Action d x Name F App Title l 7 Send Keystrokes to a Program aa calis tzt Notepad Key Strokes Uat z0R END Send Keystrokes to a Program y IV Run Program if Not running Save Cancel Program EXE Show Test Notepad exe calls txt e App Title must exactly match the text in the title bar of the target program not case sensitive e Key Strokes You can send any keys including special keys see below One or more characters represent each keystroke To specify a single keyboard character use the character itself For example to represent the letter A use A for key text If you want to represent more than one character append each additional character to the one preceding it To represent the letters A B and C use ABC for key text e Run Program if Not Running If the target program is NOT found running you can have the action attempt to automatically start the program e Program EXE Enter the path to the program to be run and a command line parameter when needed to the target program for startup Use a forward slash after the EXE name and before the command line parameter s Example Action The example in the diagram sends keystrokes to the Notepad program to Popup restore the program and to move the cursor to the end of the file 1 App Title The App Title must match exactly what appears in the title bar of Notepad calls txt N
106. one Status Message Type Choose Status Message Set Phone Status Message y JOUTTOLUNCH y Save Cancel Show Test e Choose DND Message Select from the available messages in the drop down list for the message that appears in the upper line of the phone s display Custom 2nd Line Return 4U 30 e Custom 2nd Line Optionally enter a second line to display on the lower line of the phone s display message Note Action Variables may be used including the time variable plus x minutes to set a current time plus 60 minutes in the example above Set Phone Forwarding This action changes the Call Forwarding setting of the phone in the PBX for the prime DN of the phone The action can determine the type of forwarding Immediate Busy No Answer Busy No Answer or Off and the destination 4 Add Edit Action x Name 5et Phone Forwarding Choose Forwarding Type Busy Set Phone Forwarding y Destination Save Cancel fi 010 Show Test e Choose Forwarding Select from the drop down list the forwarding action to use e Destination Define the number for the destination of the forwarding This is left blank when using Forwarding Off 64 Strata CIX Net Phone UG 04 08 User Defined Actions Creating Actions System PBX Command This action can be used to send appropriate OAI commands to the PBX to perform functions For example you could have an action that sets your DND messag
107. ote To expose more programmable buttons click the Side Window rollout button e ACD Buttons ACD keys are larger programmable buttons that would give ACD agents easy login logout of ACD groups These keys also display the current ACD agent status and allow agents to control their Wrap Up mode Strata CIX Net Phone UG 04 08 The Grand Tour The Main Screen Screen Docked Views Net Phone provides a screen docking feature in Ver 4 7 and after where the Net Phone can dock to the top or bottom of your PC screen When screen docked the Net Phone takes on a very low profile using only a small portion of the screen and stays accessible even when other applications are maximized This allows user s to access the features of Net Phone while consuming a minimal amount of PC screen space Two screen docked profiles are available slim and regular as shown below Slim Screen docked profile DND off TOSHIBA NET PHONE aK DA e g A Woy Wy fis EN Regular Screen docked profile OQIOSHIBA NETPHONE PE 3 CTE Record A A So E e A FWD off py y Power Dialer Katz Noag DND off 4 olume D More Buttons Call History Directory a Most of the phone display buttons and controls that appear on each screen docking profile can be chosen by the user from the Docking Tab on page 16 in Net Phone Preferences Net Phone Main Menu To reach Net Phones Main Menu click on the icon in the upper left hand co
108. otepad Strata CIX Net Phone UG 04 08 User Defined Actions Creating Actions 2 Key Strokes To restore Notepad Alt Sp R Key Strokes R and to move to the end of the file Control End append to Key Strokes END 3 In Program EXE Enter program name and file name to open Notepad exe calls txt Note The forward slash after Notepad exe is needed to allow the command line parameter calls txt to be used The result is that the file calls txt will open if not open and popup with the cursor at the end of the file allowing additional entries to be made Special Keys The plus sign caret percent sign tilde and parentheses have special meanings To specify one of these characters enclose it inside braces For example to specify the plus sign use Brackets also must enclose them in braces To send brace characters use and To specify characters that aren t displayed when you press a key such as Enter or Tab and keys that represent actions rather than characters use the codes shown below Key Code Key Code Backspace BS or BKSP Tab TAB Break BREAK Up Arrow UP Caps Lock CAPSLOCK F1 F1 Clear CLEAR F2 F2 Del DEL F3 F3 Down Arrow DOWN F4 F4 End END F5 F5 Enter ENTER F6 F6 Esc ESC F7 F7 Help HELP F8 F8 Home HOME F9 F9 Ins INS F10 F10 Strata CIX Net Phone UG
109. over this button e Save Setting Click the Okay button to save the setting or Cancel to exit without saving Strata CIX Net Phone UG 04 08 Net Phone Settings Options Buttons Option Button Key Types Directory Button 3 Key Label Directoy Sample Directory Key Type Directoy Tooltip Directoy Extension Directory al I Show ACD exts i i J Show Ymail exts lv Edit Menu J Show AutoAtt amp Announce exts J Show Type Column Caption Okay Cancel Initialize Extension Directory e Chat Menu Enables right click access to Chat another user from the Directory window e Edit Menu Enables right click access to the Edit menu for Directory listings e Show ACD Exts Hunt Group ACD Group extensions will appear in the Directory listing e Show Vmail Exts Voice Mail extensions will appear in the Directory listing e Show AutoAtt amp Announce Exts Application extensions will appear in the Directory listing e Show Type Column The Extension Type column will appear in the Directory listing N Name H Hunt Group A Application etc e Caption Enter a name to be displayed in the window to distinguish this directory listing from other directory listings Strata CIX Net Phone UG 04 08 31 Net Phone Settings Options Buttons Feature Directory Button x Key Label Feature Dif Sample Feature Dir Key Type Feature Dir y Tooltip PBX Feature Directory
110. r 1 Click the Options Key assigned for the Presence Viewer 2 To manage the group right click on My Group in the left pane and select Change this Group X 4 Presence Viewer My Group 7 Members My Groups _ My t HF My Ca aanu 105157 BOB TRISCARI 8 System Send Chat Broadcast 102351 KATZ YAMAGUCHI 153351 Katz Yamaguchi In Meeting OnLine change this Group 103399 PETE AMBRIZ OnLine Remove this Group 105556 TIM MEADERS 5 Idle 103172 W D Freshour Unknown 103351 Katz Y 120 Strata CIX Net Phone UG 04 08 Using Companion Applications Presence Viewer 3 Use the double arrow buttons to add or remove users from the group shown right fi Change Group List 1x Group List Name My Group People Not in Group 146 pee ea Sandie Temp 106709 Ext y Tim IPT 106753 KATZ YAMAGUCHI 102351 CS TEMP 106759 W D Freshour 103172 106762 Katz Y 103351 Dave Halper 106800 PETE AMBRIZ 103399 Julie Glidewell 106801 BOB TRISCARI 105157 F JENNIFER TAN 106802 TIM MEADERS 105556 Veronica Ritchey 106806 Katz Yamaguchi 153351 SUSAN O DONNELL 106808 gt Mauve Watson 106810 JUAN V 106827 CHUCK MILLER 107110 Pam L 107111 p Charlie Morell 107123 7 Claudia Tracey 107144 A TS REMOTE IPT 107177 Myra Brady 107192 l PATRICIA FORD 107203 E n gt GREG ECKENDORE 107212 KATZ YAMAGUCHI 107883 Save Cancel Y DKT 030807 107897 iy To use the Presence V
111. rameters See table below for details 54 Strata CIX Net Phone UG 04 08 User Defined Actions Creating Actions Button Name URL Param1 Param 2 If blank it uses the default MyDir txt file or enter a file Note The default settings when Param 2 is blank has Edit and Outlook menu options enabled and Chat either P or F and a file name of your choice with a suffix code of TXT can be used for a private directory In this latter case enter the file name to be used and Speed Dial name for your Speed Dial alan directory P Enable PersonalDir txt F Enable FeatDir txt see below If this field is blank the for add l codes nel o C Enable Chat menu option upon the code in Param 2 Directory Param 2 should contain ANC Disable Chat menu option ME Enable Edit menu option INE Disable Edit menu option O Enable Outlook menu option NO Disable Outlook menu option YT Show Type column Note A feature directory can be created using Directory when a Feature Dir Option Key does not exist If blank it uses the default FeatDir txt file or enter a file name for your Feature Dial directory disabled a create a file following the H Add Hunt Grp ACD format of PersonalDir txt or extensions FeatDir txt edited for your f f needs V Add Vmail extensions A Add AutoAttd extensions N Remove normal extensions Feature Dir D
112. rding that says Press 1 for 0 feer sales 2 for support When this dial pad is read al eat displayed you can use your mouse to click the ETA Tei digits to dial or use the number keys or NumLock keypad on your computer keyboard to dial digits Dial Button i 3 Click the dial button to dial the number shown in the Dial Buffer Dial Buffer and Redial Selection Type a number into this space and press Enter or click the Dial button to the left of the box Click the drop down arrow to view the last 10 outside phone numbers you dialed Select a number from the drop down and press Enter or click Dial to redial that number You can even Copy Paste phone numbers from other programs into this window to dial You may also include letters in the dial number Net Phone automatically converts the letters to the matching numbers on the telephone keypad i e 1 800 IFLYSWA A number of shortcut keys allow you to use the keyboard in place of the mouse to control Net Phone The list of Shortcut keys can be found using the menu selection Setup gt Shortcut Keys Note The F1 key is the HELP key a can be pressed at any time to access Help Strata CIX Net Phone UG 04 08 The Grand Tour The Main Screen Expanded View In Expanded view the Net Phone is enlarged beyond the streamlined view to provide the user with additional buttons indictors information to manage multiple simultaneous calls and to a
113. rectory to a Programmable User button to automatically create a speed dial button with that phone number Additional Options Right click on the entry to access a menu of other functions Call Now Place a phone call to this person or extension Same as double clicking Edit Allows you to Add Change Delete and Copy entries typically available only in the Personal directory Lookup in Outlook Lookup this number in Microsoft Outlook and open the matching contact Print Listing Print a listing of all entries shown in the directory Change the position and width of the columns to format the printout as desired Use Filters and Find to print only the entries you want Export Listing Export the listing using either a CSV or Text format Strata CIX Net Phone UG 04 08 Call History Net Phone automatically creates a log of calls dialed and received on the local telephone extension This Call History provides the user with a valuable log of his or her phone calls o A Xh Call Ema Filters Calls 1764 CTA A CAES 2005 01 12 11 50 Out 995 2005 01 12 12 19 In 605101 2005 01 12 12 20 In 01727865112 2005 01 12 16 27 Out 07768036896 View Info 2005 01 12 17 27 In 02897565614 Find Similar Calls 2005 01 31 10 51Mon In 07973509077 Lookup in Outlook Call Now p So o x lt lt 2 lt lt zi 2005 01 31 10 58 In 07973509077 Print Calls 0 00 19 2005 01 31 11 36 In 60580
114. reen Message Waiting Indicator This indicator blinks a Red light when you have messages waiting Side Window Rollout Button Press this button to rollout a side window that has additional programmable buttons Options Buttons Applications A number of optional functions and companion programs can be configured to add significant functionality to the Net Phone Each Companion Application uses an Option Button to provide easy access to the features functions of the application Call Handling Keys These keys Call Handling Keys The first four keys allow you to from left to right Answer Hold Transfer and Hang up a call Should you forget you can hover your mouse over a key to be reminded what function a key performs Do Not Disturb Key and Indicator Displays the current Do Not Disturb status of your phone Hover the mouse over this area to see the current DND status message Right click to change your DND status and message Call Forward Key and Indicator Displays the current PBX call forwarding status for your phone Hover the mouse over this area to see the entire FWD status Right click to change your PBX forwarding status and destination Strata CIX Net Phone UG 04 08 The Grand Tour The Main Screen Button Icon Description Dial Pad Button EH Click the dial pad button to expose and hide the popup Dial Pad Use the Dial Pad when you reach a reco
115. ries without spaces between them show a simultaneous entry Example Delete Enter Entries with spaces between them show a sequential entry Example 5 Tilde Means through Example 350 640 Hz frequency range Grey words within the printed text denote cross references In the See Figure 10 electronic version of this document Library CD ROM or FYI Internet download cross references appear in blue hypertext vi Strata CIX Net Phone UG 04 08 Introduction Related Documents Media Related Documents Media Note Some documents listed here may appear in different versions on the CD ROM or in print To find the most current version check the version date in the Publication Information on the back of the document s title page Refer to the following for more information e Strata CIX Net Phone System Administrator Manual e Net Phone On line Help Strata CIX Net Phone UG 04 08 vii This page is intentionally left blank The Grand Tour 1 The Net Phone works with Net Server to provide a small but powerful PC Phone for use by telephone users to provide productivity enhancements The Net Phone is designed to run on a PC with Microsoft Windows 98 Windows NT 4 0 Windows 2000 Windows XP or 32 bit Windows Vista operating systems connected to a standard TCP IP network with the Net Server The Net Server must be installed with the proper software license s for Net Phone to operate correctly Net P
116. rner The Main Menu opens as shown below C File Setup gt Help gt Strata CIX Net Phone UG 04 08 7 The Grand Tour The Main Screen The File menu item expands into an ability to Change the Login settings an ability to reset the phone to its default settings or exit the Net Phone application _TACUIRA pubis Setup Change Login Help gt Reset Phone F The Setup menu item expands into six sub menu items for setting parameters for your Net Phone These include Personal Call Handling rules User Defined Actions Preferences Advanced when enabled provides event and call views of activity that has occurred during operation Shortcut Keys and Auto Devices Setup See the Net Phone System Administrator Guide for instructions on enabling the advanced menu item TO S HI BA Leading Innc File Ps pon a Personal Call Handler Help gt User Defined Actions Preferences Shortcut Keys Audio Devices Setup a Talle The Help menu item expands into Contents for the on line User Guide Other Applications has sub menus for other help files including Net Phone System Administration Guide and application note for the installed integration with an outside application such as MS Outlook or ACT 2007 TOSHIBA Leading File gt sup gt AT Other Applications gt About Strata CIX Net Phone UG 04 08 The Side Window Screen Click the Side Window Rollout button o
117. s box only when connecting remotely through the Internet When connected locally through your LAN do not check this box Strata CIX Net Phone UG 04 08 27 Net Phone Settings Preferences 28 Diagnostic Logging Uplink This section allows enabling of the Debug utility and have it show on the Main Menu under Settings as well as provide an easy utility for sending all the important information about Net Phone to assist Technical Support to help diagnose any problems when necessary Show Advanced Menu Place a check in the box to enable the Main Menu gt Settings gt Advanced menu option This needs to be enabled to capture events or show call information when Net Phone is operating Note The statement TAPI SPI Logging DISABLED is the normal indication and is provided to show Tech Support of the status of this device Tech Support will provide specific instructions for turning on this setting Uplink Debug Files Button Click this button to access the screen for creating a site name a contact for the file transfer and the changing of any options for reporting a problem Site Name Before using the Uplink Debug Files button a site name and contact must to be selected The site name is a unique identifier to make it easier to find the log files for your site and typically the contact should be assigned Any Tech Support to ensure the log files are seen by someone Use a specific contact name once you are working with
118. s in the file to the first 10 characters See Action Variables on page 37 for details 12 02 04 16 27 In 1027 480 496 9040 Joe Blow No 12 02 04 16 28 In 1027 480 629 8723 Joyce Gree Yes 12 02 04 16 28 In 1027 949 853 3351 Katz Yamag Yes Lookup in Outlook This action will lookup the phone number in Microsoft Outlook and then selectively opens a contact creates a new contact or adds a journal entry Add Edit Action t x Name Lookup in OUTLOOK database Lookup In Outlook On Exact Match r If NO Matches Type F Pop User Options IV Pop User Options Deakins E M Open Contact Add New Contact 7 Add Journal Add Journal Save Cancel If Duplicate Matches Show Test IV Display Choices Minimize Phone Screen This action shrinks the Net Phone screen to an Icon in the Tool Tray To return Net Phone to its original position requires the user to either double click the icon in the tray or right click and select Show 4 Add Edit Action x Name Minimize Phone Screen Type Minimize Phone Screen x Save Cancel Show Test 50 Strata CIX Net Phone UG 04 08 User Defined Actions Creating Actions Modify Call Information This action changes the Caller ID name Caller ID name or Account code of the active call on this phone and when the PBX supports the changes the same information held in the PBX Using the Extra Info shown on page 52 option provides for enteri
119. s status This reason message displays on the phone s display as well as appearing on Net Phone and the DSS keys of other users of Net Phone 4 Add Edit Action g x Name DND Message Set DND on Set Phone Do Not Disturb f Match Phone s DND e My Phone Type This Message My Secondary Set Phone Do Not Disturb y IN MEETING UNTIL Save Cancel Custom 2nd Line Show Test amp U 60 DND Message The normal is to use the message defined below but can be created to provide the same message as provided on the phone e Set DND On Choose the device for which this action is to apply the primary phone or the secondary phone e Choose DND Message Select from the available messages in the drop down list for the message that appears in the upper line of the phone s display e Custom 2nd Line Optionally enter a second line to display on the lower line of the phone s display message Note Action Variables may be used including the time variable plus x minutes to set a current time plus 60 minutes in the example above Strata CIX Net Phone UG 04 08 63 User Defined Actions Creating Actions Set Phone Status Message This action works much the same as Set Phone Do Not Disturb except it does not change the phone s DND status and the message only appears within Net Phone and the DSS keys on other users of Net Phone Add Edit Action x Name Set Ph
120. selection from the listing and double click the name to proceed dialing or right click on the selected name and choose Call Now to proceed Using Call History to Re dial a Number 1 Click the Call History button 2 scan the list for a recently dialed number or look for a number of someone that called you 3 Right click on the line with the person to call and select Call Now or double click on the line with the person to call Using Speed Dial User Button Click on a User Programmable button that has been programmed as a Speed Dial button The call will proceed immediately Strata CIX Net Phone UG 04 08 Using Net Phone Features Call Handling Features Answering Calls Typically the longest ringing calls are answered first but calls can be answered in any order with a click of the button To Answer Oldest Call While a call is ringing click the Answer button or double click on the top call in the Calls View Window or press the Answer Hot Key F9 Note Net Phone must have focus for the key to work To Answer Calls in Any Order Double click on the selected call in the Calls View Window gt To Answer a Call while Talking Call Waiting While on an existing conversation another call may ring The existing call can be placed on hold and the ringing call answered While talking on an existing call and another call rings in not marked Campon click the Answer button or double click on
121. sisi albo letal EE eE aa ei 105 Export A ON 106 Importing Rules cian aiii a Rotario a tases ads 107 Chapter 8 Using Companion Applications Dit CtOries titi bade nc Sates Dto dde db oi e a 109 Sorting ENIES iacheni eeke ketaton nE pillas ibi 109 Finding Entes nn n ae eaae aa aea ao mea OT e eNO De EE BETREE AEI AET Ene 110 Extension Directoly eseese ian td e e iii 110 Speed Dial Directory srein e ae a E sa vale saa SAE TEE eea E EEEO S E o 112 Call ista id 113 Browser WIN Wei A rallada 118 Presence VI A anlane dan eset Sie ue aoe 119 Other Applications teenei eee oaae E i a Tee TE eT EEE aee EET EEE e e CEE Er aT 122 Chater A A O a ea 122 Persoal Power Dial iii lid 122 Replay it A ate et ania A RS 122 o A esibataey iano a Mss eed tacts E Namen teen ey 123 iv Strata CIX Net Phone UG 04 08 Introduction This user guide describes how to use the Toshiba Net Phone software with Strata CIX670 CIX200 CIX100 CIX100 S and CIX40 telephone systems Organization Chapter 1 The Grand Tour provides an overview of the Net Phone buttons and screens Chapter 2 Net Phone Settings covers the customizable settings Chapter 3 User Defined Actions includes setting up actions for personal call handling and programmable keys Chapter 4 Using Net Phone Features shows how to use PBX features from Net Phone Chapter 5 Connecting Headsets describes the user information when connecting to a Plantronics USB Wireless headset
122. t e Drag and Drop to Call You can select a call and then use your mouse to drag and drop it to either the Call window or the LCD Display to start the dialing of that number e Drag and Drop to Create Speed Dial Button You can select a call and then use your mouse to drag and drop it to a Net Phone button e Drag and Drop to Add to Speed Dial List You can select a call and then use your mouse to drag and drop it to your Personal Directory 114 Strata CIX Net Phone UG 04 08 Using Companion Applications Call History e Additional Options Right click on the entry to access a menu of other functions Call Now Dial the phone number using Net Phone View Info Provides a read only view of all of the information about the call including the Notes Note You cannot change this information you can view and copy paste it to other applications View Call Information Date Time 2005 03 16 14 11 3 Done Time 14 11 Dir Out Phone faso 496 2040 3 Name Computer Telepho 23 Dur 0 00 23 Ans ly Acct Code Type co LHELLUE ii Notes Find Similar Calls Enables the Filters option pre configured with information to match the selected call This is very useful for finding calls made to or received from a certain person or phone number Lookup in Outlook Look up the telephone number in Microsoft Outlook and open any matching Contact Print Calls Prints a listing of all en
123. tatus messages and Call Forwarding is available on Net Phone Status Messages User can set the Status message so that others can know the user s status E Set Status Message EJ e Status Msg Only On C Msg Off Choose Status Message Custom 2nd Line Save Cancel Msg Off Setting DND Message Only 1 Right click the BHD off button to bring up the Set DND or Status Message window Change the selection to Status Msg Only On Use the pull down listing and select a DND Message When needed enter additional information on the Custom 2nd Line Click the Save button when done DND will not active but the status message will appear on the DSS keys throughout the system nA BW nn gt Turning Off DND or Message Only 1 Right click the ype button to bring up the Set DND or Status Message window 2 Click the All Off button to remove either DND and or the Status Message Strata CIX Net Phone UG 04 08 79 Using Net Phone Features Phone Feature Operation Call Fowarding To Set Call Forwarding amp Set Call Fowarding x Choose Forwarding Immediate ia Destination 1001 Save Cancel 1 Right click the FWD off button 2 Choose a Forwarding type from the pull down listing 3 Enter a Destination for the forwarded calls 4 Click Save to compete the setting To Clear Call Forwarding 1 Right click the FWDON button 2 Choose lt None gt from the pull down
124. tem Administrator The basic process for creating Personal Call Handling rules is to first define the actions you would like to accomplish and test them Then you can create a Personal Call Handling Rule and choose which event will trigger the action s and then refine this by setting the conditions for when the trigger will occur Strata CIX Net Phone UG 04 08 95 Personal Call Handler Creating Personal Call Handling Rules Creating Personal Call Handling Rules The following items will define how to edit delete or add new rules Many rules can be created and exist simultaneously To allow rules to be defined and not applied an enable disable check box appears before each rule to make it easy to disable or enable different rules are different times The order of the listing of the rules determines the sequence the rules will be used Thus some rules may prevent following rules to be used For example if the first rule in the list causes the call to divert to another station followed by a rule to Screen Pop Outlook then the Screen Pop will never take place If the rules were reversed then the Screen Pop will take place prior to the call being diverted In either case the user may not see the Screen Pop since the call will leave this station thus the Screen Pop will likely disappear as well For the user to see who is calling and provide an ability to answer the call or do nothing then creating the Screen Pop to occur immediately a
125. the gt gt Log Out button 2 Click Done when finished Changing Agent Status 1 Click the ACD Status button The following ACD Agent Status window will appear F ACD Agent Status E xi My Agent Status In Wrapup Finish WrapUP Make Unavailable Unavailable E To Make Agent Unavailable 1 Use pull down list and choose a reason 2 Click the Make Unavailable button 3 Click Done To Make Agent Available 1 Click the Make Available button 2 Click Done To Set the ACD Status to WrapUp 1 Click Set WrapUp button 2 Click Done Note The Set WrapUp button is NOT available on all installations To End WrapUp 1 Click the ACD Status button 2 Click the End WrapUp button 3 Click Done Strata CIX Net Phone UG 04 08 Connecting Headsets 5 Plantronics Wireless Headset CS50 USB and CS60 USB DECT This is a User Guide for Plantronics USB Wireless headsets used with Net Phone 5 0 Softphone Key features when used with Net Phone 5 0 include e Net Phone interfaces directly with the CS50 USB or CS60 USB DECT headsets without any middleware software Each Net Phone user can select from 100 s of different sounds to be played when a call is ringing Also a ringer in the headset can be activated by checking the USB Ringer option Use USB Ringer in the Net Phone Audio Settings The Answer button on the side of the headset can be used to answer and terminate calls directly from the heads
126. the ringing call in the Calls View Window or press the Answer Hot Key F9 Note Net Phone must have focus for the key to work Hanging Up or Disconnecting Calls When the call is completed click the hangup button to disconnect the call or right click on the call in the Call View Window and select Hangup or press the Hangup Hot Key F12 Note Net Phone must have focus for the key to work Strata CIX Net Phone UG 04 08 75 Using Net Phone Features Call Handling Features Transferring Calls gt Using Transfer Button 1 While talking with a caller click the transfer button to get intercom dial tone or right click on the call in the Call View Window and select Transfer 2 Using the keyboard enter the number to transfer the caller to press Enter when done or use the on screen dial pad and dial the number Once the PBX recognizes a valid number the call will proceed automatically Using Drag and Drop While talking with a caller use the mouse to drag and drop the call from the Calls Window onto a DSS button for immediate transfer to another station or use the mouse to drag and drop the call from the LCD display window onto a DSS button for immediate transfer to another station 76 Strata CIX Net Phone UG 04 08 Using Net Phone Features Call Handling Features Viewing Extra Call Information Net Phone has the ability to attach retain and display extra information taken on a call T
127. tries shown in Call History Change the position and width of the columns prior to printing to format the printout as desired The Print Size Warning dialog appears when your printout exceeds more than a few pages Strata CIX Net Phone UG 04 08 115 Using Companion Applications Call History Print Size Warning E Zj Q You are about to print 1764 entries which will take approximately 21 pages A Note You can use the Filters button to limit your entries Are you sure you want to print Yes e Export Listing Export the listing using either a CSV or Text format e Listen to Call When the Tracer Integration is provided this button provides a link to Replay to allow the recording to be played back e Filtering Use filters to limit the number of calls or view a certain type of calls For example you might want to see only the calls you made received in the last 7 days Or you want to see all Outgoing calls made to a specific area code since the first of the year e Press the Filters button to open the Call History Filters screen e Select the options and data for the calls that you want to see 116 Dates Select the date s All means any date Call Direction Choose whether you want to see incoming In Only outgoing Out Only or all calls In amp Out Phone Numbers Choose All for calls made to from any number Use the Matching optio
128. uch restrictions will cause irreparable harm to TAIS and provide grounds for injunctive relief without notice against you or any other person in possession of the Software You and any other person whose possession of the software violates this License Agreement shall promptly surrender possession of the Software to TAIS upon demand Furthermore you hereby agree not to create derivative works based on the Software TAIS reserves the right to terminate this license and to immediately repossess the software in the event that you or any other person violates this License Agreement Execution of the Software for any additional capabilities require a valid run time license 2 Intellectual Property You acknowledge that no title to the intellectual property in the Software is transferred to you You further acknowledge that title and full ownership rights to the Software will remain the exclusive property of TAIS and or its suppliers and you will not acquire any rights to the Software except the license expressly set forth above You will not remove or change any proprietary notices contained in or on the Software The Software is protected under US patent copyright trade secret and or other proprietary laws as well as international treaties Any transfer use or copying of the software in violation of the License Agreement constitutes copyright infringement You are hereby on notice that any transfer use or copying of the Software in violation of this Licens
129. under other than normal use and maintenance conditions b if the equipment is modified or altered unless the modification or alteration is expressly authorized by TAIS c if the equipment is subject to abuse neglect lightning electrical fault or accident d if the equipment is repaired by someone other than TAIS or an authorized TAIS dealer e if the equipment s serial number is defaced or missing or f if the equipment is installed or used in combination or in assembly with products not supplied by TAIS and which are not compatible or are of inferior quality design or performance The sole obligation of TAIS or Toshiba Corporation under this warranty or under any other legal obligation with respect to the equipment is the repair or replacement by TAIS or its authorized dealer of such defective or missing parts as are causing the malfunction with new or refurbished parts at their option If TAIS or one of its authorized dealers does not replace or repair such parts the retail customer s sole remedy will be a refund of the price charged by TAIS to its dealers for such parts as are proven to be defective and which are returned to TAIS through one of its authorized dealers within the warranty period and no later than thirty 30 days after such malfunction whichever first occurs Under no circumstances will the retail customer or any user or dealer or other person be entitled to any direct special indirect consequential or exemplar
130. use the pull down list for fields available on your system Y Contains the Outlook Unique Identifier if Outlook Link found a matching record in Outlook Z Call Status Ringing Talking etc Note Insert x following the character to restrict the variable value to the first x or leftmost characters Insert x to restrict the variable value to the last x or rightmost characters For example to pass the first 8 characters of the Calling Party Name enter 8N To send the last 4 digits of the Calling Phone Number enter 4P Strata CIX Net Phone UG 04 08 User Defined Actions Action Variables System Variables Net Phone also uses System Variables for Action parameter strings such as Date and Time They can also provide some control over text logging actions with Carriage Return Line Feed Tab and Random Numbers for file names Note Many System Variables duplicate the Action Variables to provide increased compatibility with legacy applications and 3rd Party Application Notes Variable Information SA Account Number amp B PBX Call ID amp C Insert a Carriage Return character amp D Insert the Date in format mm dd yy amp E Insert Extension Number of My Phone amp F ACD Group Name amp G Agent ID amp H Calling Phone Number hyphenated type 1 amp l TAPI Call ID amp J Calling Pho
131. utlook action This action will then lookup the phone number in Outlook and depending on how your action is configured will pop open a Contact and or a Journal Strata CIX Net Phone UG 04 08 89 90 Using Microsoft Outlook Incoming Calls Add Edit Action x Name Lookup in OUTLOOK database Screen Pop Outlook rOn Exact Match If NO Matches Type IV Pop User Options IV Pop User Options Lookup In Outlook y I Open Contact F Add New Contact F Add Journal F Add Journal se If Duplicate Matches Cancel Show Test IV Display Choices Note If you setup a rule to trigger on When Ringing you may NOT want to have the action automatically open a Contact or Journal because it will do this for every matching call whether you are present or not So if while you re away from your desk you have missed 20 outside calls that rang on your phone you could have 20 different Contact screens and 20 Journal screens popped up on your PC screen A better alternative is to have your When Ringing trigger use Pop User Options instead of the Open Contact or Add Contact or Add Journal options Now when a call is ringing on your phone a small User Options window will pop up showing the Contacts that match the phone number if any as well as buttons that let you manually Open Add Contact or Add Journal zi Call Lookup On 4809075186 Matching Contacts Found in Outlook O Add Journal C
132. ver or claims of third parties regardless of the form of any claim that may result from the use of this document THE SPECIFICATIONS AND INFORMATION PROVIDED HEREIN ARE FOR INFORMATIONAL PURPOSES ONLY AND ARE NOT A WARRANTY OF ACTUAL PERFORMANCE WHETHER EXPRESSED OR IMPLIED THE SPECIFICATIONS AND INFORMATION ARE SUBJECT TO CHANGE WITHOUT NOTICE ACTUAL PERFORMANCE MAY VARY BASED ON INDIVIDUAL CONFIGURATIONS USE OF COLLATERAL EQUIPMENT OR OTHER FACTORS O Copyright 2008 This document is copyrighted by Toshiba America Information Systems Inc with all rights reserved Under the copyright laws this document cannot be reproduced in any form or by any means graphic electronic or mechanical including recording taping photocopying without prior written permission of Toshiba No patent liability is assumed however with respect to the use of the information contained herein Trademarks Strata SD Secure Digital and CIX are registered trademarks of Toshiba Corporation Stratagy eManager My Phone Manager and Info Manager are registered trademarks of Toshiba America Information Systems Inc Windows and Microsoft are registered trademarks of Microsoft Trademarks registered trademarks and service marks are the property of their respective owners TOSHIBA AMERICA INFORMATION SYSTEMS INC TAIS Telecommunication Systems Division License Agreement IMPORTANT THIS LICENSE AGREEMENT AGREEMENT IS A LEGAL AGREEMENT
133. wing Buttons Mode Button Use to switch the window from the Call Handler mode to the Buttons mode Strata CIX Net Phone UG 04 08 The Grand Tour The Side Window Screen Buttons Mode Below is a sample view of the side window screen in Buttons mode which provides 12 user programmable buttons for the user CTS Resellers Projects List k CTS Price List e Dock button Use to dock the window back to the main screen if detached or hide inside the main screen 1f attached e Close button Use to close the side window e User Programmable Buttons A number of keys can be easily configured by the user as Feature keys Speed Dial keys Call keys User Action keys etc For programming details see User Programmable Keys on page 22 e Resize Points Click and drag to resize the side window The buttons will automatically rearrange to the shape of the window Small sizes cause some buttons to hide e Call Handler Button Use to switch the window from Buttons mode to the Call Handler mode 10 Strata CIX Net Phone UG 04 08 The Grand Tour Companion Application Windows Companion Application Windows Companion Application Windows open as the result of clicking one of the Option Keys on Net Phone These windows open docked connected to the bottom side of the main window or can be undocked moved away from the main window While a companion window is
134. y damages for breach of contract tort or otherwise Under no circumstances will any such person be entitled to any sum greater than the purchase price paid for the item of equipment that is malfunctioning To obtain service under this warranty the retail customer must bring the malfunction of the machine to the attention of one of TAIS authorized dealers within the twenty four 24 month period and no later than thirty 30 days after such malfunction whichever first occurs Failure to bring the malfunction to the attention of an authorized TAIS dealer within the prescribed time results in the customer being not entitled to warranty service THERE ARE NO OTHER WARRANTIES FROM EITHER TOSHIBA AMERICA INFORMATION SYSTEMS INC OR TOSHIBA CORPORATION WHICH EXTEND BEYOND THE FACE OF THIS WARRANTY ALL OTHER WARRANTIES EXPRESS OR IMPLIED INCLUDING THE WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE AND FITNESS FOR USE ARE EXCLUDED No TAIS dealer and no person other than an officer of TAIS may extend or modify this warranty No such modification or extension is effective unless it is in writing and signed by the vice president and general manager Telecommunication Systems Division WARRANTIES FOR NON TOSHIBA BRANDED THIRD PARTY PRODUCTS A valuable element of Toshiba s product strategy is to offer our customers a complete product portfolio To provide this value to our customers at the most optimal prices we offer both Tosh
135. y from the Directory to a Programmable User button to automatically create a DSS button with the selected extension number Strata CIX Net Phone UG 04 08 Using Companion Applications Directories e Additional Options Right click on the entry to access a menu of the other functions Note Not all options may be available due to the settings for the Option Button e Call Now Place a phone call to this person or extension Same as double clicking e Edit Allows you to Add Change Delete and Copy entries typically available only in the Personal directory e Print Listing Print a listing of all entries shown in the directory Change the position and width of the columns to format the printout as desired Use Filters and Find to print only the entries you want e Export Listing Export the listing using either a CSV or Text format e Chat Initiate a chat call to the person at this extension Extension directory only target must have Chat installed and running e Filtering Out Unwanted Entries Many PBX systems use default names for unassigned extensions You many not want these unnecessary entries in the Directory so Net Phone provides a Filter to remove certain items from the list e Press the Filters button to access the x Directory Filters screen appears Don t Show Names JV Hide Names e Enable the Hide Names option to enable the filter Note The Filters button changes from black to

Toshiba 84L9300U Flat Panel Television User Manual

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