Mitel Phone Manager 4.2 Call Management Software Quick Reference Guide

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Phone Manager
Quick Reference Guide
APRIL 2015
DOCUMENT RELEASE 4.2
QUICK REFERENCE GUIDE
Quick Start Guide
NOTICE
The information contained in this document is believed to be accurate in all respects but is not warranted by Mitel Networks™
Corporation (MITEL&reg;). The information is subject to change without notice and should not be construed in any way as a
commitment by Mitel or any of its affiliates or subsidiaries. Mitel and its affiliates and subsidiaries assume no responsibility for
any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such
changes.
No part of this document can be reproduced or transmitted in any form or by any means - electronic or mechanical - for any
purpose without written permission from Mitel Networks Corporation.
TRADEMARKS
Mitel and MiTAI are trademarks of Mitel Networks Corporation.
Windows and Microsoft are trademarks of Microsoft Corporation.
Other product names mentioned in this document may be trademarks of their respective companies and are hereby
acknowledged.
Mitel Phone Manager
Release 4.2 - April, 2015
&reg;,™ Trademark of Mitel Networks Corporation
&copy; Copyright 2015 Mitel Networks Corporation All rights reserved
Page 1
Mitel Phone Manager 4.2
Quick Start
The guide provides information for frequently used features. For more information about these and other features, refer to the
user guide.
Page 2
Quick Start Guide
Contacts View
The contacts tab within Phone Manager provides a real-time view of information about other devices including users,
extensions, agents, speed dials and hunt groups. This gives an overview of the status of these devices and call control features
such as single click to dial.
The views available include a personal favourites view and centralized business units that have been configured on the server.
Use the binder icon to hide or show different views.
Icons
Description
User icon, an outlined icon means the user does not have Phone Manager running
Extension icon
Agent icon
Global or Personal Directory
System Speed Dial Directory
Making Calls
Making calls using Phone Manager is a simple process and can be achieved in a number of different ways:
Dial a number you know by entering it into the Search or Dial box and press enter
Dial a user or device from the Contacts window by double clicking or pressing the dial icon next to it
Search the directory by entering a name in the Search or Dial box to find a number to dial
Highlight a number in a different application and double click the Highlight &amp; Dial icon which can be found on the right
hand side of you screen
Using the Call Banner
If there are any calls at the extension then the Call Banner will appear, this provides control for features such as Hold/Retrieve,
Transferring, Answering and Clearing calls. If there is more than one call at the extension the banner will expand to display the
different calls and provide a means to swap between them.
Transferring Calls
Calls can be transferred by using the buttons on the call banner. The main Phone Manager Search or Dial or the Contacts
Window should be used for choosing the transfer destination. If a call is in progress, dialling a number using any of the make
call methods described above will automatically setup a consultation transfer.
Page 3
Mitel Phone Manager 4.2
Call Banner
Button
Action
Answers an inbound ringing call
Clears a connected call
Toggles a connected call between hold and connected state
Offers the ability to divert an inbound call to voicemail or chosen destination
Provides the ability to setup a direct transfer or consultation call
When performing a consultation transfer, these buttons can be used to complete or cancel the
transfer
Used to toggle the mute state of a connected call
Page 4
Quick Start Guide
Application Buttons
Button
Action
DND, provides control of do not disturb status and displays the current status
ACD*, provides control of ACD Hunt Group status and displays the current status
UCD*, provides control of UCD Hunt Group status and displays the current status
Voicemail, provides access to voicemail boxes that notify the local extension and indicates how many
messages are waiting
Dial Pad, provides access to the Dial Pad which can be used to initiate calls or more commonly to
dial DTMF Tones over an existing call
Forward, provides control of the forward state of the local extension and displays the current status
Provides access to the Chat window and to see existing conversations
Binder, controls visibility of different Contact views
Can be used to add new contacts to personal or global directories
Used to switch the view on the Contact window between large icon and details view
Mute, controls the mute status of the local extension when a call is in progress
Volume controls, used to change the alerting volume when idle and the call volume when a call is in
progress
Settings, provides access to the setting area of the application to change things like Hot Keys, CRM
integration and personal preferences
Hot Desking Toggle, if the associated extension is a Hot Desk Profile then this toggle switch will
display to control and display Hot Desk status
Toolbars*, if the associated extension is a Hot Desk Profile then this toggle switch will display to
control and display Hot Desk status
Campaign Manager*, if the associated extension is a Hot Desk Profile then this toggle switch will
display to control and display Hot Desk status
* This icon will only appear when licensed and/or when configured to appear by an administrator.
Page 5
Mitel Phone Manager 4.2
Call History
The Call History window shows all internal, external and missed calls on all of your assigned devices.
When the Call History window is not open, any missed calls will be notified with a red circle on the tab. Calls can be returned by
pressing the handset icon.
A history of any calls made to or by any of the devices associated with your user account will be displayed. To see additional
information regarding calls expand the Phone Manager application to full screen.
Button Action
Inbound call that was answered
Inbound call that was missed
Outbound call
Redial, used to call back a number on the call history. If this icon is greyed out there is no number available
to redial
Playback**, used to playback a recording of external calls
** Only available in conjunction with a Xarios Call Recording solution
Page 6
Quick Start Guide
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