Part No. P0990116 03CallPilot Mini/150Desktop MessagingQuick Reference Guide

Welcome to CallPilot Desktop Messaging

CallPilot Desktop Messaging for Microsoft Outlook

Playing a message

Recording a message

Adding attachments

Addressing a message

Setting message options

CallPilot Desktop Messaging for Lotus Notes

Deleting a message

CallPilot Desktop Messaging for Novell GroupWise

CallPilot Desktop Messaging for Internet Mail applications

Recording and sending a message

Nortel CallPilot Mini Quick Reference Manual

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Requirements for installing Desktop Messaging

Software requirements

Where to get help

Configuring your system for Desktop Messaging

Configuring IMAP/LDAP/SMTP servers for Desktop Messaging

Configuring environments without a DNS

Installing and configuring Desktop Messaging

Uninstalling an earlier version of Desktop Messaging

Installing Desktop Messaging

Installing only the CallPilot Player

Installing Desktop Messaging version 2.0 or 2.5

Installing Desktop Messaging version 1.07

After you install Desktop Messaging

Configuring Outlook 2002

Configuring Novell GroupWise

Configuring Lotus Notes

Configuring Internet Mail clients

Configuring an LDAP directory service for Outlook Express or Outlook

Configuring special settings for Outlook Express or Outlook in Internet Mail mode

Configuring Netscape Messenger 4.x

Configuring an LDAP directory service for Netscape Messenger

Configuring Netscape Messenger 6.2

Testing the Netscape Messenger IMAP account

Configuring Eudora Pro

Configuring an LDAP directory service for Eudora Pro

Troubleshooting

Microsoft Outlook default mail client

Troubleshooting log on problems

Troubleshooting Outlook 2002 problems

Troubleshooting Lotus Notes log on problems

No entries in CallPilot Personal Name and Address Book

Troubleshooting after logging on

Messages remain in the subscriber's Outbox

Non-delivery notification

Unknown" appears in the Sender field

Messages no longer on server

message cannot be delivered

Accessing Desktop Messaging online Help

Using Desktop Messaging Support Tools

Using CPTrace

CP Trace settings

Index

CallPilot 150

Getting started with CallPilot

CallPilot options

how to get help

Using CallPilot

Using the dialpad

Symbols and conventions used in this guide

CallPilot mailboxes

General Delivery Mailbox

Guest mailboxes

Information mailboxes

Mailbox Class of Service

Class of Service values

Mailbox properties

Restricting outdialing

Initializing a mailbox

Working with mailboxes

Adding a Guest mailbox

Adding an Information mailbox

Adding many mailboxes

About mailbox passwords

Changing a mailbox

Deleting a mailbox

About Group Lists

Adding a Group List

Changing a Group List

Deleting a Group List

Setting up the Automated Attendant

Greeting Tables

About Company Greetings

Recording a Greeting

Setting up a Greeting Table

Configuring line answering

Changing line configuration

Assigning the number of rings before CallPilot answers

Setting up Touchtone Gate

About the CLID Routing Table

Custom Call Routing

Planning and designing a CCR Tree

Information Messages

Mailbox nodes

An example of a CCR Tree

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Working with CCR Trees

Creating a Home node

Adding nodes to the Home node

Adding a Menu node

Adding an Information node

Adding a Mailbox node

Adding a Transfer node

About transfers to external numbers

Adding special characters to an external transfer number

Assigning a CCR Tree to a Greeting Table

Testing a CCR Tree

Deleting a CCR Tree

Changing a CCR Tree message

Changing a Mailbox node

Changing a destination type

Changing a Transfer node

Deleting a Path

Broadcast and Information messages

Information mailbox messages

Recording an Information mailbox message

CallPilot operations

Initializing CallPilot

Resetting the System Administrator password

Operator settings

Changing the Operator password

Changing the Operator default extension

Changing greetings or the Business Status from a remote telephone

Setting the Automated Attendant status

CallPilot default system options

Group List leading digit

Voicemail

Company Directory

Outdialing

Enabling a software authorization code

External Mailbox Initialization

Dialing Translation

Examples of Dialing Translation Tables

Setting Dialing Translation properties

Building a Dialing Translation Table

Reviewing entries in the Dialing Translation Table

Changing a Dialing Translation Table entry

Deleting a Dialing Translation Table entry

Troubleshooting CallPilot

CallPilot error messages

CallPilot configuration tips

Using Call Forward All Calls (CFAC) and Call Forward No Answer (CFNA)

How to set up CallPilot for different businesses

CallPilot for a medium business

Feature Compatibility

Default configuration values

Glossary

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Mailbox options

call screening

Setting up the Auto Attendant

Adding a Park and Page node

Changing a Park and Page node

Minimum Message Length

callpilot features

additional information

About Basic Call Center for CallPilot 100/150

What Basic Call Center includes

About Call Center telephone administration

Feature codes

Programming a memory button with a Feature Code

Feature Codes used by the Call Center Administrator

Feature Codes used by Call Center agents and supervisors

Call Center general properties

Setting Call Center general properties

Reserved channels

Configuring lines

Setting the Answer Lines status

Resetting the Call Center Administrator password

Call Center greetings

Recording a Call Center greeting

Setting up skillsets

Skillset properties

Setting up a skillset

Enabling a skillset

Disabling a skillset

Changing skillset properties

Unconfiguring a skillset

Setting up skillset mailboxes

Determining a skillset mailbox number

Checking which telephone mailbox interface you use

Initializing a skillset mailbox

Opening a skillset mailbox

Opening a skillset mailbox remotely

Skillset mailbox password

Resetting a skillset mailbox password

Recording skillset mailbox greetings

Choosing a Primary or Alternate skillset mailbox greeting

Recording a Personalized skillset mailbox greeting

Deleting a Personalized mailbox greeting

Checking skillset mailboxes for messages

Playing skillset mailbox messages

Retrieving erased messages

Replying to messages

Using the Reply feature to reply to an external caller