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MaxCommunicator
Manual
MAX Communication Server
Release 6.5
7/2009 4503-0001-6.5
Seitenansicht 0
1 2 3 4 5 6 ... 78 79

Inhaltsverzeichnis

Seite 1 - MaxCommunicator™

MaxCommunicator™ManualMAX Communication ServerRelease 6.57/2009 4503-0001-6.5

Seite 2 - TRADEMARKS

4 MaxCommunicator ManualInstalling MaxCommunicator on a Client SystemWhen the above items are done, follow these steps on the client machine:1. Exit a

Seite 3 - Contents

MaxCommunicator Manual 5InstallationDowngrade Procedure1. Go to Control Panel > Add/Remove Programs and remove the MaxCommunicator 6.5 program and

Seite 4 - CHAPTER 4

6 MaxCommunicator Manual

Seite 5 - CHAPTER 5

MaxCommunicator Manual 7Getting StartedCHAPTER 3Getting StartedStart MaxCommunicator from the Microsoft Windows Start menu, by choosing Start > Al

Seite 6

8 MaxCommunicator Manual(Subsequently, when you log in, you’ll see the IP address in the Server Name field. You may use the drop-down list to select a

Seite 7 - About MaxCommunicator

MaxCommunicator Manual 9Getting Started• You have an AltiGen-certified IP phone or are using IPTalkConsult your system administrator or authorized Al

Seite 8 - Licensing

10 MaxCommunicator ManualOverview of the Main WindowOnce you log in to MaxCommunicator, the main window appears, providing tools to manage and monitor

Seite 9 - Installation

MaxCommunicator Manual 11Getting StartedClick a Number to Make a CallAll phone numbers become underlined when you pass the cursor over them. Click an

Seite 10 - Automatic Upgrade

12 MaxCommunicator ManualYou can choose the buttons you want and the order in which you want them. See “Customizing the Display” on page 17.The Dialer

Seite 11 - Downgrade Procedure

MaxCommunicator Manual 13Getting Started• Idle—the extension is not in use• Play VM—playing voice mail (The Duration field displays the duration of t

Seite 12 - 6 MaxCommunicator Manual

WARNING!Toll fraud is committed when individuals unlawfully gain access to customer telecommunication systems. This is a criminal offense. Currently

Seite 13 - Getting Started

14 MaxCommunicator ManualHistory—A history of your incoming, outgoing, and missed calls. Columns include: Direction (incoming, outgoing, missed), Numb

Seite 14 - Logging In Remotely

MaxCommunicator Manual 15Getting Started• Available (System) (the system greeting is used)• Available (Personal) (your personal greeting is used)• Me

Seite 15 - When Connection Is Broken

16 MaxCommunicator ManualNote: If the system administrator has disabled the Do Not Disturb feature for the extension, the DND feature will not be avai

Seite 16 - Overview of the Main Window

MaxCommunicator Manual 17Getting StartedUsing the Windows Tray Phone IconAfter you log in, the MaxCommunicator icon is displayed in the Windows tray,

Seite 17 - Toolbar Buttons

18 MaxCommunicator Manual• Resize MaxCommunicator windows by using the standard Windows method: place the cursor at a window edge or corner, then drag

Seite 18 - Call Information Panel

MaxCommunicator Manual 19Getting Started• Sort columns in ascending or descending order by clicking the column heading. An ascending (first to last)

Seite 19 - Tabbed Pages

20 MaxCommunicator ManualThe buttons displayed in your MaxCommunicator are in the right-hand list. To remove a toolbar button, select it and click Rem

Seite 20 - Activity Greetings

MaxCommunicator Manual 21Getting Started• Make a tab a separate window independent of the MaxCommunicator main window by dragging it out by its tab,

Seite 21 - MaxCommunicator Manual 15

22 MaxCommunicator Manual

Seite 22 - Shrinking MaxCommunicator

MaxCommunicator Manual 23Using MaxCommunicatorCHAPTER 4Handling Calls with MaxCommunicatorMaxCommunicator call handling-related functions include:• A

Seite 23 - Customizing the Display

MaxCommunicator Manual iiiContentsCHAPTER 1About MaxCommunicator . . . . . . . . . . . . . . . . . . . . . . . . . . . .1New in Release 6.5 . . . . .

Seite 24 - 18 MaxCommunicator Manual

24 MaxCommunicator ManualDialing OutTo dial a number, click in the dialing field, enter a number or name, and then click the Dial button or press Ente

Seite 25 - MaxCommunicator Manual 19

MaxCommunicator Manual 25Using MaxCommunicatorThe Call Information panel displays the state of the call:Dialing Speed Dial NumbersTo dial speed dial

Seite 26 - Dragging and docking tabs

26 MaxCommunicator ManualTo edit a speed dial number in MaxCommunicator, double-click in its Type, ID, or Name columns. The Extension Speed dialog box

Seite 27 - MaxCommunicator Manual 21

MaxCommunicator Manual 27Using MaxCommunicatorUsing Call WaitingDuring a call, you may receive another incoming call. To answer the call, click ringi

Seite 28 - 22 MaxCommunicator Manual

28 MaxCommunicator ManualAt any time before or after the person you’re transferring to answers the phone, you can cancel the transfer by clicking the

Seite 29 - MaxCommunicator

MaxCommunicator Manual 29Using MaxCommunicatorNote: You can forward a call to an auto attendant without answering it by clicking the To AA button whi

Seite 30 - Dialing Out

30 MaxCommunicator Manual• Dragging—While connected to one party, drag a Hold call to the Connected call, or drag a number from the Directory, Speed D

Seite 31 - Dialing Speed Dial Numbers

MaxCommunicator Manual 31Using MaxCommunicatorCanceling Conference CallsYou can cancel the conference using any of the following methods: • Click the

Seite 32 - Placing Calls on Hold

32 MaxCommunicator ManualMeetMe ConferenceIf your company has this feature available, you can schedule a phone meeting to take place at a specified ti

Seite 33 - Transferring Calls

MaxCommunicator Manual 33Using MaxCommunicator• Select an existing meeting to perform a function on it (for example, to start or stop the meeting). Y

Seite 34 - Transferring to Voice Mail

iv MaxCommunicator ManualMinimizing and Exiting MaxCommunicator . . . . . . . . . . . . . . . . 16Shrinking MaxCommunicator . . . . . . . . . . . .

Seite 35 - Conference Calls

34 MaxCommunicator ManualThe following parameters apply to all meetings:Parameter DescriptionID The conference ID is created by the system.Scheduler T

Seite 36 - 30 MaxCommunicator Manual

MaxCommunicator Manual 35Using MaxCommunicatorFill in the fields of the Create Meeting dialog box, and click OK. See the following sections for direc

Seite 37 - Canceling Conference Calls

36 MaxCommunicator Manual1. Specify the duration of the meeting, using the Up/Down arrows.2. If the meeting is to begin as soon as it is scheduled, se

Seite 38 - MeetMe Conference

MaxCommunicator Manual 37Using MaxCommunicator1. In the Duration field, specify the duration of the meeting, using the Up/Down arrows.2. In the Start

Seite 39 - Creating a Meeting

38 MaxCommunicator Manual4. Select either On Date to specify a day of the month by number (for example, the 10th day of the month) or select On to spe

Seite 40

MaxCommunicator Manual 39Using MaxCommunicatorStarting and Stopping a MeetingThe meeting host and the MaxAdministrator (“Admin”) can start and stop a

Seite 41 - One Time Only Meeting

40 MaxCommunicator ManualContinuing a Meeting Beyond Its Duration TimeWhen the scheduled meeting time is up, the meeting may continue if no other sche

Seite 42 - Weekly Meeting

MaxCommunicator Manual 41Using MaxCommunicatorTo record a call—While connected to a call, click the Record button, or right-click the call and selec

Seite 43 - Monthly Meeting

42 MaxCommunicator Manual8. In the Account Code dialog box, select an account code if a list is displayed, and click OK. If a list is not displayed, e

Seite 44 - 38 MaxCommunicator Manual

MaxCommunicator Manual 43Using MaxCommunicator• Heard voice mail messages are indicated by a white, open envelope.• New messages marked urgent are in

Seite 45 - Change Host

MaxCommunicator Manual vChoosing Extensions to Monitor . . . . . . . . . . . . . . . . . . . . . . . . 46Reading the Monitor List . . . . . . . . .

Seite 46 - Recording Calls

44 MaxCommunicator ManualSave at Remote Server or Export LocallyYou can save a message as a .wav file that you can play back later. To do so, select t

Seite 47 - Using Account Codes

MaxCommunicator Manual 45Using MaxCommunicatorForwarding Voice MailTo forward a voice mail to an extension or a VM Group1. Select the voice mail and

Seite 48 - Using Voice Mail

46 MaxCommunicator ManualMonitoring the Activity of Other ExtensionsIf your system administrator has configured your extension for monitoring specific

Seite 49 - Dealing with Voice Mail

MaxCommunicator Manual 47Using MaxCommunicatorReading the Monitor ListThe monitor window includes these fields: State, Extension, Name, Activity, DND

Seite 50 - Attaching a Note

48 MaxCommunicator ManualNote: Click on the column headings to sort the data.The History tab displays the following fields:• Direction—indicates if th

Seite 51 - Forwarding Voice Mail

MaxCommunicator Manual 49Using MaxCommunicatorUse the Delete button to delete selected calls in the history list. Use the Delete All button to delete

Seite 52 - 46 MaxCommunicator Manual

50 MaxCommunicator Manual

Seite 53 - Viewing the Call History

MaxCommunicator Manual 51ConfigurationCHAPTER 5Configuring Your MaxCommunicatorUsing the MaxCommunicator Configuration window, you can configure the

Seite 54 - 48 MaxCommunicator Manual

52 MaxCommunicator ManualGeneral InformationThe General Info screen lets you edit your password and the default trunk access code, release the link ti

Seite 55 - Using the Contacts Tab

MaxCommunicator Manual 53ConfigurationNote: The call being transferred must originate from an AltiGen PBX system running AltiWare ACC/ACM 5.0 or late

Seite 56 - 50 MaxCommunicator Manual

vi MaxCommunicator Manual

Seite 57 - Configuring Your

54 MaxCommunicator ManualNote: Forwarding calls to a pager is possible but not recommended since callers will only hear what is heard when calling a p

Seite 58 - General Information

MaxCommunicator Manual 55Configuration• Single Call Waiting—sets up single call waiting. This feature gives an alert tone (audio beep) to indicate th

Seite 59 - Call Handling

56 MaxCommunicator ManualSetting Up One Number AccessTo set up one number access,1. Click Extension > One Number Access in the Configuration window

Seite 60 - Call Waiting Options

MaxCommunicator Manual 57Configuration4. If you want, check the Verify Caller ID based on the following check box and then specify the incoming phone

Seite 61 - One Number Access (ONA)

58 MaxCommunicator ManualMessage NotificationYou can specify how and when you’d like to be alerted to new messages when you’re away from your desk. Cl

Seite 62 - Setting Up One Number Access

MaxCommunicator Manual 59ConfigurationWorking with Voice Mail Groups (Distribution Lists)You can set up voice mail groups (distribution lists) to for

Seite 63 - Using a Password

60 MaxCommunicator ManualTo create a personal voice mail group1. Click the New button in theVM Group Edit dialog box. The Create Group dialog box open

Seite 64 - Message Notification

MaxCommunicator Manual 61ConfigurationCall Alert OptionsIf you want MaxCommunicator to inform you when you have a call, specify your desired method(s

Seite 65 - MaxCommunicator Manual 59

62 MaxCommunicator ManualVoice Mail Play OptionsChoose Options > Play Voicemail in the Configuration screen to set voice mail play options. You can

Seite 66 - 60 MaxCommunicator Manual

MaxCommunicator Manual 63ConfigurationUse Database Selector—Check this check box to allow integration of your company’s CRM database with your MaxCom

Seite 67 - Call Alert Options

MaxCommunicator Manual 1OverviewCHAPTER 1About MaxCommunicatorMaxCommunicator is call management software for the general desktop PC user. It runs wi

Seite 68 - CRM Integration

64 MaxCommunicator Manual• Server—The IP address of the Microsoft OCS clientUse Windows default credentials—Either check this check box to use Windows

Seite 69 - MaxCommunicator Manual 63

MaxCommunicator Manual 65ConfigurationSelect a theme and click Apply to see the change, or click OK to accept the theme. The theme changes without re

Seite 70 - Theme Selection

66 MaxCommunicator Manual• Echo Suppression—Check this check box if you are experiencing echo. • ToS(Hex)—The ToS byte indicates the type of service.

Seite 71 - Configuration

MaxCommunicator Manual 67ConfigurationThe Enable IPTalk Log check box is available only if you’re using IPTalk. The Application log is for MaxCommuni

Seite 72 - 66 MaxCommunicator Manual

68 MaxCommunicator Manual

Seite 73

MaxCommunicator Manual 69Errors and TroubleshootingAPPENDIX AErrors and TroubleshootingThe following errors may be displayed as login or connectivity

Seite 74 - 68 MaxCommunicator Manual

70 MaxCommunicator ManualTroubleshooting IP Connectivity from a Remote LocationIf problems occur connecting to your company’s MAX Communication Server

Seite 75 - Errors and Troubleshooting

MaxCommunicator Manual 71IndexNumerics802.1 66AAA state 12Account Codes 41ACT 1, 62all calls recorded 40answer options 55auto attendant 28auto upgra

Seite 76 - Location

72 MaxCommunicator Manual hold 12hold button 26hold pending 12, 47Iidle state 13installation requirements 3IP connectivity, troubleshooting 70IP exten

Seite 77

MaxCommunicator Manual 73Vvoice mailforwarding 45playing 43voice mail group 59voice recording 42voice through list 66Voicemail tab 14WWindows tray 17w

Seite 78

2 MaxCommunicator ManualACT!/GoldMine® SupportMaxCommunicator 6.5 supports ACT! 2005, 2006, 2007, 2008 (version 10) and GoldMine® 6.0, 6.5, and 6.7 co

Seite 79

MaxCommunicator Manual 3InstallationCHAPTER 2InstallationThe client system must meet the following minimum requirements. • IBM/PC AT compatible syste

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