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ELITE PC ASSISTANT
INSTALLATION MANUAL
NEC Unified Solutions, Inc.
INT-1041 (PC ASST)
Document Revision 2

Contents of this manual are subject to change without prior notice at the discretion of NEC
Unified Solutions, Inc. This document has been prepared for the use of employees and
customers of NEC Unified Solutions, Inc. and may not be reproduced without prior written
approval of NEC Unified Solutions, Inc.
EliteApps is a registered trademark of NEC America, Inc. Microsoft and Windows are
registered trademarks of Microsoft Corporation.
Copyright 2005

NEC Infrontia, Inc.
6535 N. State Highway 161
Irving, TX 75039-2402
Technology Development

Regulatory
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COMPLIANCE
Changes or modifications to CTU Adapter hardware not expressly approved by the party
responsible for compliance could void the user authority to operate the equipment.
FCC REGULATIONS
SECTIO N 1
EMISSIONS
This equipment has been tested and found to comply with the limits for a Class A digital
device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide
reasonable protection against harmful interference when the equipment is operated in a
commercial environment.
This equipment generates, uses, and can radiate radio frequency energy and, if not
installed and used in accordance with the instruction manual, may cause harmful
interference to radio communications. Operation of this equipment in a residential area is
likely to cause harmful interference in which case users are required to correct the
interference at their own expense.
SECTIO N 2
TELCO REQUIREMENTS
CTU Adapter has been certified to FCC Part 68 requirements for telephone system
equipment.
SECTIO N 3
SAFETY
CTU Adapter has been certified to ANSI/UL 1459, 2nd Edition, Telephone Equipment. This
equipment is not intended for direct connection to Telco lines.

INDUSTRY CANADA
SECTIO N 1
EMISSIONS
This digital apparatus does not exceed the Class A limits for radio noise emissions from a
digital apparatus set out in the Radio Interference Regulations of Industry Canada.
Le présent appareil numérique n'émet pas de bruits radioélectriques depassant les limites
applicables aux appareils numériques de la class A prescrites dans le Réglement sur le
brouillage radioélectrique édicte par le ministère de l'Industrie du Canada.
SECTIO N 2
TELCO REQUIREMENTS
CTU Adapter has been certified to Industry Canada CS02 and CS03 requirements for
telephone system equipment.
SECTIO N 3
SAFETY
CTU Adapter has been certified to Standard C22.2, No. 225-M90, Telecommunications
Equipment.
Ne pas brancher directernert au réseau téléphonique. Voir manuel d'instruction.

Chapter 1
Overview
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SECTION 1
WHAT IS ELITE PC ASSISTANT?
Congratulations on your purchase of the new NEC Elite PC Assistant . The Elite PC
Assistant enhances the operation of the NEC digital telephone set by providing easy
access to common, and not so common, IPK voice control features. This software
application provides a very intuitive user interface that can be conveniently located at
the top, side, or bottom of the PC screen. The user interface can even "shrink" into
the edge of the screen and become visible when a call arrives, or when the user
moves the mouse to the edge of the display.
In addition to quick access to these IPK features, the Assistant provides a call log for
easy viewing of recent received, missed, or made calls - just like your cell phone. It
also includes a directory to keep your commonly dialed numbers close at hand, and
optional features like voice recording, personal greeting, and screen pops using
Microsoft Outlook, ACT! 2005, or Goldmine 6.7 or higher.
Elite PC Assistant has three main components:
1.
Elite PC Assistant Application Software:
This application runs on a PC and provides the PC based GUI (Graphical User
Interface) and features.
2.
CTU/CTA Adapter:
This adapter is installed on the multiline telephone and interfaces the Electra
Elite IPK KSU with the USB (Universal Serial Bus), or Serial port on the PC.
3.
Headset (optional):
The headset can be plugged into the multiline telephone and used when making
or receiving calls with the Elite PC Assistant.
Elite PC Assistant runs on a PC and communicates with the Electra Elite IPK through
a normal digital station port using the CTU or CTA Adapter that is attached to the
telephone. When calls come into this station, the PC Assistant displays it on the PC,
and provides several features that allow the user to handle the call quickly. Elite PC
Assistant can be minimized to run in the background and pop to the front when call
activity occurs. Calls can then be handled using either the keyboard or the mouse.
The user speaks to the caller through the telephone handset, headset, or
speakerphone of the multiline telephone the application is running on.
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SEC
TION 2
WHO USES THE ELITE PC ASSISTANT?
Elite PC Assistant is used by anyone who wants easier access to IPK features and
enjoys the benefits of quick access to frequently dialed numbers, viewing of received,
missed, and made calls.
SEC
TION 3
WHAT ARE THE MAJOR FEATURES OF ELITE PC ASSISTANT?
3.1
Personal Directory
The Elite PC Assistant provides a personal directory to assist the user with the
call handling activity. Each employee in an organization can be entered into
the directory to provide the user quick access to their personal directory. All
entries in the personal directory will have name and designated phone
numbers: Branch Office, Business, Car Phone, Cellular, Conference Room,
Data, Fax, Home, Home Office, Lab, Mobile, Pager, Remote Office, &
Temporary. The directory also provides an easy method to transfer calls to an
individual.
3.2
Multiline Functionality
Elite PC Assistant can handle multiple incoming and outgoing calls and
display the status of each active call.
3.3
Caller ID Support
Elite PC Assistant displays the caller ID information on all incoming calls if the
KTS is configured to support Caller ID.
3.4
User Functions
The Elite PC Assistant provides easy access to the basic call handling
functions required by any user position. These basic functions include call
answer, call hold, transfer, conference, dial, page, and park.
3.5
Active Call List
The active call list is shown by a number entry area and possible lines on hold
status indicators. A list of recently received or initiated calls are maintained in
the pull down number entry list.
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3.6
Call Log
When the user clicks on the Call Log button, a separate window is displayed
with the call log information. Once the Call Log is visible, it will remain open
until the user closes that window by pressing the "X" button. New calls made
or received will be appended to the call log whether the window is visible or
hidden.
3.7
Call Recording
The Elite PC Assistant provides the ability to record both Internal and External
active calls, and save the recording as a file on the PC. This file can then be
played back within the application, or e-mailed as a .WAV file to another user.
(This option is only available when using the Professional version).
3.8
Personal Greeting
The Elite PC Assistant can be setup to automatically play a personal greeting
to the caller on every incoming call. The greeting can be heard by both the
caller and user and is only played for external calls. This feature can be used
to present a professional appearance to customers by delivering an accurate
and consistent greeting with each call. (This option is only available when
using the Professional version).
3.9
Personal Information Manager
The Assistant has the ability to integrate with Microsoft Outlook, ACT! 2005, or
Goldmine 6.7 or higher. When enabled, an incoming number is located in the
contact database, and a screen pop will appear showing the caller's
information as maintained in the Contacts list of Outlook ACT! 2005 or
Goldmine 6.7 or higher. (This option is only available when using the
Professional version).
SEC
TION 4
INSTALLATION OVERVIEW
Begin by installing the CTU or CTA Adapter into the multiline terminal and provide
power to the adapter. (Refer to Section 3 CTU/CTA Installation in Chapter 2 CTU
Adapter Installation for instructions for installing the CTU Adapter.)
A setup Wizard will guide you through the entire process of installing the CTU or CTA
drivers, and the NEC Elite PC Assistant Application Software. This Wizard makes
installing the drivers and Application Software more user friendly.
After the CTU or CTA Adapter has been installed, the Wizard will reboot your PC.
Once your PC has finished rebooting, the install Wizard will prompt you to continue
the installation of the Elite PC Assistant Application from the CD-ROM. Refer to
Chapter 3, Elite PC Assistant Operation.
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4.1
System Limitations and Installation Tips
The following lists system limitations and installation tips.
Elite PC Assistant and ACD using the MIFA( )-ETU are not supported
simultaneously from the same multiline terminal.
The CT(U)-R Unit will be required if using the voice functions associated
with the Professional Package. The CT(A)-R Unit will not support voice
functions.
Up to eight line key indicators can be displayed at once within the Elite
PC Assistant Application.
For Auto Headset Seize to work, a Feature Access Key must be
programmed in Memory Block 4-12 (Line Key Selection for Telephone
Mode) on the PC Attendant telephone, and the Elite PC Assistant
application must be set to find that key in the File/Telephony
Configuration/Operation Mode.
Check the Feature Access Codes defined in the USB TAPI configuration
to ensure that they match what is programmed in the KTS. Refer to
Section 5 Telephony System Information, Feature Codes, and Power
Management on page 2-7.
Ensure that the key configuration for the user telephone specified in the
KSU matches the key configuration defined within the USB TAPI
settings.
In a CCIS network, multiple extension lengths are not supported by this
application.
This feature is not available when 5-, 6-, or 7-digit station numbers are
used.
When using Goldmine 6.7 or higher for the contact manager, the internal
extension number field must be set in the Phone # field, not in the Ext.
field in order for station to station calls to pop.
NEC Elite PC Assistant logs all calls, missed or answered. Missed calls
will show no duration.
Conference calls using NEC Elite PC Assistant will only show one leg of
a conference. Subsequence legs of the conference call will not be
logged.
Recording playback uses the default Windows audio playback device.
Depending on the setting in Windows Control Panel, this could be the
PC's speakers or the NEC USB phone audio device.
When using Analog trunks, the Auto Redial function will be availabe
based on the setting in Memory Block 1-1-05. This icon will not be
availabe once the Elapsed Call Start Talk Timer is displayed.
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Chapter 2
CTU Adapter Installation
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SECTION 1
GENERAL INFORMATION
The installation of the Elite PC Assistant requires three separate installation
procedures, as follows:
CTU/CTA Adapter installation
CTU/CTA Adapter Software Installation
Elite PC Assistant software installation
The installation procedures for the CTU/CTA Adapters are described in the following
sections. The installation of the Elite PC Assistant application and support software is
covered in Chapter 3.
SEC
TION 2
EQUIPMENT REQUIREMENTS
2.1
PC System
Pentium-class machine with a minimum speed of 500MHz
256 MB RAM (minimum)
10 MB available hard disk space (38 MB additional if .NET framework is
not installed)
Windows 2000 or XP Professional
CD-ROM Drive
MAPI compliant e-mail application (required if using the e-mail features
of the PC Assistant)
Optional PC speakers and microphone
Printer (required for printing features of the PC Assistant)
Mouse
Available USB/Serial Port
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2.2
Telephone Switch
The CT(U)-R and CT(A)-R Units support the NEC Electra Elite IPK telephone
switches. For the Electra Elite telephone system, software version S8000 or
higher is required. For the Elite IPK system, software version R1000 or higher
is required.
2.3
Telephones
The CT(U)-R and CT(A)-R Units support the NEC Electra Elite IPK DTH/DTR
Multiline terminals.
Terminal Type:
Any DTH/DTR Terminal with a CT(U)-R or CT(A)-R Unit installed
- OR -
DTH/DTR-8-1 Terminal with a CT(U)-R or CT(A)-R Unit installed
2.4
CTU Models
The CTU adapter allows the user personalized control of the telephone from a
desktop or laptop PC. The adapter interfaces the Multiline Terminal with the
PC and is installed on the Multiline Terminal. Microsoft Telephony Application
Programming Interface (TAPI) supports communication between a digital
telephone and a digital KTS switch. With TAPI, a PC connected to the CTU
adapter installed on the Multiline Terminal acts like a desktop telephone.
Using the CTU adapter, the telephone can be used to access sophisticated
communications services.
Two models are currently available:
CT(U)-R Unit
The Computer Telephony Adapter [(CT(U)-R Unit] allows a Multiline
Terminal to be connected to a PC using the PC USB port.
CTU(A)-R Unit
The Computer Telephony Adapter CT(A)-R allows a Multiline Terminal
to be connected to a PC using the Serial port.
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CT(U)-R Unit
Figure 2-1 CT(U)-R Unit
2.5
AC Adapter
Both CTU adapter models require an AC adapter that is included with the CTU
adapter installation package.
2.6
USB Cable
A locally provided USB cable will be required to connect the adapter to the PC.
The CTU adapter, AC adapter, and software are bundled together.
2.7
Cable Connections
Cable connections are shown in Figure 2-1 CT(U)-R Unit.
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SECTION 3
CTU/CTA INSTALLATION
3.1
Installation Procedure
1.
Place the telephone upside down.
2.
Use a small screwdriver to push the tabs in front of the PUSH indicator
decaled on each side of the base, and raise the tilt panel slightly.
3.
Using the screwdriver, press down and out in the slot on either side
approximately one inch behind the PUSH indicator to release a latch.
4.
Open the tilt panel.
5.
With the open tilt panel toward you, and the part description on the
adapter facing up and away from the tilt panel, install the adapter
connector in the socket above the colored wires.
6.
Remove the plastic cutout panel on back or the tilt panel and close the
cover.
3.2
Switch Settings
Switch default settings are listed below. The default settings should be
maintained.
Setting
Default
1
Off
2
Off
3
Off
4
On
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SECTION 4
CTU/CTA SOFTWARE INSTALLATION
4.1
Overview
The installation of the Elite PC Assistant requires three separate installation
procedures, as follows:
CTU/CTA Adapter installation
CTU/CTA Adapter software installation
Elite PC Assistant software installation
4.2
Installation Procedure for the Elite PC Assistant (Basic)
1.
Close all applications running on your system.
2.
Load the Elite PC Assistant CD-ROM into your CD-ROM drive.
3.
The Setup program will start automatically. Follow the instructions in the
Elite PC Assistant Installation Wizard.
If the Setup does not automatically start, proceed to step 4. Otherwise,
skip the next step and follow the directions given in the Installation
Wizard.
4.
On the Windows Desktop, choose Start-Run. Run the Setup program
by entering F:\Setup.exe (where F: is your CD-ROM drive) and follow
the directions from the Installation Wizard.
4.3
If Upgrading from Basic to Advanced and Needing to Acquire a License
Start Elite PC Assistant.
1.
With Elite PC Assistant open, select the File then select the Upgrade
option.
At this time you should have an Upgrade Card that has the Stock Number and
Serial Number along with your Associate Number. If this information is not
present, the upgrade can not be completed.
The PC that has Elite PC Assistant installed and Internet access is
available:
Enter the Associate Number, Serial Number, and Stock Number.
The Technician ID is optional. Select Continue to complete the
upgrade.
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The PC has Elite PC Assistant, but no Internet access:
Enter the Associate Number, Serial Number, and Stock Number.
The Technician ID is optional! Select Manual Upgrade and record
the "Generated Key" from the PC Assistant. Proceed to a PC that
has Internet access, and use the following web site to activate your
software: http://activate.necii.com/
2.
Once the upgrade has been performed, Elite PC Assistant will prompt to
restart. After restarting the upgrade will be complete.
If you remove Elite PC Assistant (Professional) and have to re-install it on any
other PC, other than the original PC that it was registered to, the above process
can not be used to reactivate the software.
You must call the National Technical Assistance Center (NTAC) and provide the
following information: Technician ID, Associate Number, Stock Number, and the
Serial Number that was provided from the original card. If this information cannot
be provided, the software cannot be re-licensed.
If you uninstall the Elite PC Assistant (Professional) and re-install it on the same
PC, with a manual activation of the previously Activated Code, Stock Number,
Serial Number, and Associate Number, the Basic package will be upgraded to the
Professional package.
3.
After upgrading, restart Elite PC Assistant.
4.4
Start Up
1.
To start the NEC Elite PC Assistant, from the Start menu select:
Programs
NEC Elite PC Assistant.
2.
After the boot up process has been completed, the main application
window will be displayed.

An error message will be displayed if the application cannot initialize the
TAPI device. Review the installation instruction for the CTU/CTA adapter
and CTU/CTA adapter software before attempting to restart the Elite PC
Assistant.
Figure 2-2 Startup Error Message
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SEC
TION 5
TELEPHONY SYSTEM INFORMATION, FEATURE CODES, AND POWER
MANAGEMENT
When the Telephony Setup Dialog box is displayed, there are three tabs on this
dialog box: Telephony System Info, Feature Codes, and Power Management.
This selection allows the setup of system and line information.
1.
From the Telephony Setup dialog box, click on the Telephony System Info tab.
There are three options from the Telephony System Info tab when the Line
Config button is pressed: operation mode, button configuration, and media
configuration.
Figure 2-3 Telephony Setup Dialog Box
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2.
The Operation Mode Setup dialog box is displayed.
Figure 2-4 Operation Mode Setup Dialog Box
Operation Mode
Press Operation Mode to display the contents of this tab. Operation mode
allows ringing line preference, auto-speaker mode, telephony type, automatic
headset activation and headset control to be set. Refer to Figure 2-4 Operation
Mode Setup Dialog Box.
Operation mode includes the following parameters:
Ringing Line Preference Selection This check box must be synchronized with the
"Ringing Line Preference Selection (MB 4-11)" system data of the telephone
connected to the PC.
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Auto-Speaker Mode For outgoing calls, Auto-Speaker Mode automatically activates
the speaker on the telephone.
Telephony Type This selection allows the type of telephone, which is connected to
the PC, to be designated.
Auto Headset Seize For outgoing calls, Auto Headset Seize activates the headset
rather than the speaker on the telephone. This option is enabled by clicking the check
box. This option requires a Headset Key to be programmed on the telephone. For
information for programming line key assignments, refer to the Electra Elite IPK
Programming Manual. The install Wizard will automatically program the Headset
Seize Line key appropriately if defined in Memory Block 4-12, Line Key Selection For
Telephone Mode, although the user must enable this line key in File/Telephony/
Telephony Configuration.
Headset Control Key If Auto Headset Seize is enabled, choose the line key number
of the line key button that is programmed as the Headset Key on the telephone. To
choose the line key number, click the down arrow and click the appropriate line key in
the list.
Button Configuration
Press Button Config to display the contents for this tab. This tab allows the line
keys on the telephone to be assigned.
Figure 2-5 Button Configuration
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These settings should match those programmed for the telephone attached to
the CTU adapter. Select the button from the list by clicking on it. Choose the
type of button by clicking the appropriate selection under the heading Type. If
the selected button is a trunk type button (CO/PBX Line, CAP, SIE/CAR, or
Trunk Route), Number refers to the trunk number. If the button type is
One-Touch, Number refers to the sequence number of the One-Touch button
located on the telephone. If the button is assigned as a trunk type button and
the trunk name has been assigned in KTS system programming, Name should
match the name assigned in KTS system programming. Select Other for
buttons on the telephone that are not trunk type or One-Touch buttons.
Media Configuration
Press Media Config to display the contents of this tab. This tab allows
configuration of media settings for specified lines for the NEC Telephony
Service Provider (TSP). These media settings use TAPI applications as the
referenced voice stream of the specified line/telephone.
These settings were optimized for the PC during installation. It is not necessary
to modify these settings.
Figure 2-6 Media Configuration Dialog Box
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The following settings are included:
Line Media
Input: Select the input wave audio device connected to the line device.
Output: Select the output wave audio device connected to the line device.
Phone Media
Input: Select the input wave audio device connected to the telephone device.
Output: Select the output wave audio device connected to the telephone
device.
Line and Phone Mixed Media
Input: Select the input wave audio device connected to both line and telephone
devices. The mixed signal from the line and telephone device is recordable.
Output: Select the output wave audio device connected to both line and
telephone devices. The same sound is played to both line and telephone
devices.
Feature Codes
From the Telephony Setup dialog box click on the Feature Codes tab.
Figure 2-7 Feature Code Setup Dialog Box
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To change the default feature access codes, select the individual codes by
clicking the appropriate option from the list. Change the value by typing it into
the Code box. When finished, press OK.
Initial values are the default codes. Make sure the codes entered here match
the feature access codes that were programmed in the Electra Elite IPK
Telephone (KTS).
Power Management
From the Telephony Setup dialog box, click on the Power Management tab.
This dialog box enables you to configure the power management activity on the
NEC Telephony Service Provider (TSP). The default configuration does not
allow the PC to enter sleep or hibernation mode when active call exists.
Figure 2-8 Power Management Dialog Box
3.
Configure the correct setting, then press OK.

Refer to the TSP Setup Help online manual.
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SEC
TION 6
CHANGING THE CTU/CTA SETTINGS
6.1
Changing Station Number Settings for Windows 2000 or Windows XP
Professional
1.
Click Start from the Windows task bar.
2.
Click Settings and the Control Panel.
3.
The Control Panel window is displayed. Double-click the Configure
NEC Telephony System icon.

Figure 2-9 Control Panel Window
4.
The NEC Telephony System window is displayed. Double-click the CTA
CTU Setup icon. (Refer to Figure 2-10 CTU Setup Icon.)
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Figure 2-10 CTU Setup Icon
5.
The CTA/CTU Management DLL dialog box is displayed. Select the COM Port,
and click the Config button. (Refer to Figure 2-11 CTA/CTU DLL Dialog Box.)
Figure 2-11 CTA/CTU DLL Dialog Box
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6.
Enter the correct Station number.
Figure 2-12 Station Number Configuration Dialog Box
7.
Click OK. If a change in the station number is desired, also configure the
following telephony setting.
If the Elite PC Assistant is up and running during the configuration of a
new station number, then Elite PC Assistant will need to be shut down
and restarted.
6.2
Changing the Telephony Settings for Windows 2000 or XP Professional
1.
Click Start from the Windows task bar.
2.
Click Settings and the Control Panel.
3.
Control Panel window appears. Double-click the Configure NEC
Telephony System icon.
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Figure 2-13 Control Panel Window for Telephony Settings
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4.
The NEC Telephony System window appears. Double-click the NEC
Telephony icon.
Figure 2-14 NEC Telephony Icon
5.
The Telephony Setup dialog box is displayed.
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Figure 2-15 Telephony Setup Dialog Box for Changing Settings
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6.
For Details about Telephony Settings, refer to the TSP Setup Help online
manual. (Double-click TSP Setup Help icon from the NEC Telephony
System window.)
Figure 2-16 TSP Setup Help Icon
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CTU Adapter Installation

Chapter 3
Elite PC Assistant Operation
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SECTION 1
GENERAL OPERATION
This chapter describes the basic operations of the Elite PC Assistant. Additional
information about the product feature set can be found within the on-line help system.
SEC
TION 2
TOUR OF THE MAIN MENU
The main screen of the Elite PC Assistant presents valuable information about the
current call activity and provides easy access to the basic operations. Using either the
mouse or keyboard, the user can quickly move between the different areas of the
screen to dispatch callers, search the personal directory, and view the status of the
individual lines.
Figure 3-1 Elite PC Assistant Main Screen
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The main screen consists of the following areas:
Call List Maintains a history of call activity at the console. Allows easy access to
previously dialed numbers. Also, once the desired telephone number has been
entered into the call list, the Enter key can be used to initiate the outbound dial.
Lamp Indicator Area Displays information about the current call, a queue of all calls
currently active on the console, and provides access to one click switching. By
hovering the mouse over a specific lamp indicator, display information is shown.
Call Control Buttons Provides shortcuts to commonly used functions on the
telephone.
Directory Tree list view of the directory, which can be expanded to reveal alternate
telephone numbers.
Menu Provides the standard windows controls and access to standard operations
and utilities through the pull-down menus.
2.1
Main Menu Dropdown Menus
The Main Menu provides a series of drop-down menus, which lists all of the
functions available within a selected category. The functions available from
the Main Menu are as follows:
2.1.1
Active Call List
The active call list displays a number entry area and possible lines
on hold status indicators. A list of recently received or initiated calls is
maintained in the pull down number entry list.
2.1.2
Personal Directory
Elite PC Assistant contains a Personal Directory and only Name and
telephone numbers can be contained in the application. New entries
are defined by clicking on the <New Entry> field in the directory pull
down combo box.
2.1.3
File
Preferences Used to access:
General:
H
Docked edge Choose how the application will appear on Windows
Desktop.
H
Auto Hide Window Choose whether the application will auto hide
and if checked, choose whether the application will Pop-up on
incoming calls.
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H
Confirm Exit Choose whether or not a dialog is displayed when
shutting down PC Assistant.
H
Ringing Choose whether to enable or disable ringing through the
PC speakers.
H
E-mail Integration Enable/Disable E-Mail Integration. (Professional
version only).
Recording - Used to access:
H
Compression Rate Choose the compression rate for recordings.
H
Recording Profile Choose to record all calls, or if left unchecked,
only user selected internal or external calls will be recorded.
H
Feature Access Used to access:
H
Feature Codes Used to view or change the default feature access
codes.
H
Paging Used to program access codes for different paging zones.
Personal Greeting Used to access:
H
Enable Voice Greeting Use this option to enable/disable the voice
greeting to be played to the outside caller. If this feature is
enabled,every inbound CO/PBX, TIE, DID, or DIT/ANA call to the PC
Assistant will play this pre-recorded greeting, once the call has been
answered. This greeting can be recorded using the Windows Sound
Recorder. (Professional version only).
Tool Buttons Used to access:
H
Tool Button Settings Use this feature to define the tool bar to your
own liking and change the Hot Key functions to your preference.
Call Log settings Used to access:
H
Visibility Use these settings to define how the Call Log will appear.
1. Type Inbound or Outbound Call.
2. Date Date in which the call was made.
3. Time Time the call was initiated / received.
4. Number Telephone Number that was called / received.
5. Name Name of the party that was called, if the call was an
inbound call, the Caller ID information will appear if the KTS
is set to receive Caller ID on inbound calls.
6. Duration How long the call was in progress.
7. Line The trunk number that was used for the call.
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Call Log Used to:
H
View inbound and outbound internal or external calls to and from the
user. Other features include the capability to redial a number within
the call log, replay a recording from within a call log record, delete/
erase a record from the call log, e-mail a call log record using the
default e-mail client, print all or part of the call log, and archive/save
all or part of the call log to a designated file.
Screen Pop Used to access:
H
Contact Manager Choose which Personal Information Manager
Elite PC Assistant will integrate with to provide screen pops. If none
are used leave this setting to "none".
H
Activation Choose when you want the screen pop to take place, ie.
when ringing, once the call has been answered, or manually use the
program button to show screen pop.
H
Call Filter Choose whether you want to show screen pops for all
incoming external/internal calls or only external incoming calls.
Telephony Used to:
H
Access Telephony Configuration
H
Location Settings
H
Dialing Rules
H
Speed Dial Entries
H
Check Button Mapping
Help Used to access Contents and Index or About Elite PC
Assistant
Exit - Used to close the Elite PC Assistant application.
2.2
Function Toolbar
The Function Toolbar provides quick access to the most commonly used call
processing and user functions. A function on the toolbar can be selected by
using the mouse to click on the desired function button or pressing the
associated Function Key (F1 - F12; ALT F1 ALT F8) on the keyboard.
Individual buttons on the Function Toolbar become disabled if the function is
not allowed for the current state of the users terminal. For example, the
Answer button is only enabled when a call is ringing into the user's position.
2.3
Answer Incoming Call
When a call arrives, the Elite PC Assistant generates a notification tone and
adds a new Ringing entry to the Lamp Indicator Area. The attendant can
answer the call using any of the following methods.
Use the mouse to select the Answer function (
) on the Function
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Toolbar.
- OR -
Press the assigned hot key on the keyboard.
- OR -
Use the mouse to select the Ringing call entry within the Lamp
Indicator Area.
When an inbound call is answered, the state of the call will change from
Ringing to Active on the Active Lamp Indicator Area.
If the user has another active call when a ringing call is answered, the active
call will automatically be placed on hold.
2.4
Transfer a Call
Figure 3-2 Tranfer Call Screen
The Elite PC Assistant provides several different methods to initiate a
transfer on an active call. The Transfer function can be used to initiate a
transfer to an external number or internal extension. The Elite PC Assistant
also provides the option to perform either a supervised transfer or
unsupervised (blind) transfer.
To redirect a call using the Transfer function:
1.
Use the mouse to select Transfer (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
2.
Enter the number to be dialed in the Destination field within the Data
Entry area.
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3.
Select the Start option within the Data Entry area to initiate a
supervised transfer. When the destination party answers, announce the
transfer and then select Complete from the Data Entry area. If the
destination does not answer or does not want to take the call, select
Cancel from the Data Entry area to reconnect to the original caller.
- OR -
Select the Blind option within the Data Entry area to initiate an
unsupervised (blind) transfer. The call will be immediately routed to the
specified destination.
2.5
Hang Up on a Call
To disconnect from an active call:
Use the mouse to select Hang Up (
) from the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
When an active call is disconnected, the call entry will be removed from the
Lamp Indicator Area.
2.6
Setup a Conference Call
Figure 3-3 Setting Up a Conference Call Screen
With an active call, the Elite PC Assistant can establish a conference
between the caller, attendant, and a third party.
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To initiate a conference using the Conference function:
1.
Use the mouse to select the Conference function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
2.
Enter the telephone number of the conference party into the Destination
field within the Data Entry area.
3.
Select the Start option within the Data Entry area to initiate the
conference.
4.
When the destination answers, announce the conference and then
select Complete in the Data Entry area to create the three-way
conference call. If the destination does not answer or does not want to
participate in the conference, select the Disconnect option in the Data
Entry area.
2.7
Forward Calls
Figure 3-4 Forwarding Call Destination Screen
To set forwarding using the Forwarding function:
5.
Use the mouse to select the Forward Calls function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
Click the set forwarding radio button.
6.
Select the forwarding mode in the Forwarding Mode field within the
Data Entry area.
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7.
Enter/Select the Destination number in the Destination field within the
Data Entry area.
8.
Select the Start option within the Data Entry area to set forwarding.
To cancel forwarding using the Forwarding function:
9.
Use the mouse to select the Forward Calls function on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard.
Click the disable forwarding radio button.
10.
Select the forwarding mode in the Forwarding Mode field within the
Data Entry area.
11.
Select the Start option within the Data Entry area to cancel forwarding.
2.8
Record Conversations
The Elite PC Assistant provides the ability to record the active call and save
the recording as a file on the PC, when using the Professional Version only.
This file can then be played back within the application or e-mailed as a .WAV
file to another user. Recordings are associated with individual entries in the
Call Log and can be accessed under File -> Call Log.
To start recording a call
Use the mouse to select Record (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
To stop a recording:
Use the mouse to select Record on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
If recording is stopped and restarted on the same call, the individually
recorded sessions will be combined into a single file.
If a call that is being recorded is placed on hold, the recording will
automatically be restarted when the call is retrieved from hold.
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To automatically record all calls:
1.
On the File menu, select the Preferences option.
2.
Select the Recording tab on the Preferences menu.
3.
Select the Compression Rate.
4.
Select the Record All Calls option.
5.
Select OK to save the new setting.
2.9
Page
Figure 3-5 Paging Screen
To send a Page:
1.
Use the mouse to select Page (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
2.
Select the paging zone to be accessed within the Data Entry area.
3.
Select the Start option within the Data Entry area to initiate the page.
4.
Announce the page.
5.
Simply hang up the phone or select the Hang Up function to disconnect
from the paging system.
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2.10
Park a Call
Figure 3-6 Parking a Call Screen
The Elite PC Assistant provides functions to transfer the active call to a park
location and to retrieve a call from a park location.
To Park the active call:
1.
Use the mouse to select the Park function (
) on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard.
2.
Select the park Location (0 through 9) within the Data Entry area.
3.
Select Start within the Data Entry area to transfer the active call to the
park location.
4.
If the park location is currently occupied, a warning message will be
displayed. The attendant will then be reconnected to the caller and
allowed to select a different park location.
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2.11
Unpark a Call
Figure 3-7 Unparking a Call Screen
To retrieve a call using the Unpark function:
1.
With the digital telephone idle (no active call), use the mouse to select
the Unpark function (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
2.
Select the park Location (0 through 9) within the Data Entry area.
3.
Select Start within the Data Entry area to retrieve the call from the park
location.
4.
If the park location is currently empty, a warning message will be
displayed. The attendant will then be allowed to select a different park
location.
Figure 3-8 Empty Park Location Warning Message
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2.12
Pick Up a Ringing Call
Figure 3-9 Ringing Call Destination Screen
To pickup a call using the Pickup Ringing Call function:
5.
With the digital telephone idle (no active call), use the mouse to select
the Pickup Ringing Call function (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
6.
Select the Pickup Type (default: Direct Station Pickup) within the Data
Entry area.
7.
Enter in the Number within the Data Entry area.
8.
Select Start within the Data Entry area to retrieve the call from the
location.
Only Pickup Types that are defined in the TAPI Feature codes tab (File
Telephony
Telephony Configuration
Feature Codes) will be
listed under Pickup Types.
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2.13
Setting Do Not Disturb
To set do not disturb using the Do Not Disturb function:
9.
With the digital telephone idle (no active call), use the mouse to select
the Do Not Disturb function (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
10.
A confirmation dialogue will appear confirming whether you have set or
cancelled Do Not Disturb.
2.14
Creating a Custom Message
Figure 3-10 Message Destination Screen
To set a customized message for Do Not Disturb using the Custom
Message function:
11.
Use the mouse to select the Custom Message function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
12.
Select the message from the Message drop down list within the Data
Entry area.
13.
Specify a Date and Time for the custom message to take place.
14.
Select Set within the Data Entry area to assign the Message to Do Not
Disturb.
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To clear a customized message for Do Not Disturb using the Custom
Message function:
15.
Use the mouse to select the Custom Message function on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard.
16.
Select Clear within the Data Entry area to clear the current message
assigned to Do Not Disturb.
2.15
Activating Barge In
Figure 3-11 Barge In Destination Screen
Barge in on a conversation using the Barge In function:
17.
Use the mouse to select the Barge In function (
) on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard.
18.
Select Station or Trunk within the Data Entry area.
19.
Enter in the Number within the Data Entry area.
20.
Select Start within the Data Entry area to override the conversation of
another internal user.
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2.16
Setting Background Music
Enable/Disable background music using the Background Music
function:
21.
Use the mouse to select the Background Music function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
22.
If music is enabled, `Music Set' will appear on the telephone display and
begin to play music over the telephone speaker when the phone is idle.
23.
If music is disabled, 'Music Reset' will appear on the phone display and
stop playing music over the telephone speaker when the telephone is
idle.
2.17
Selecting Voice Over Split
Override a conversation using the Voice Over function:
24.
When placing a call, if the called party is busy:
25.
Use the mouse to select the Voice Over function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
2.18
Setting a Callback Request
Setting a Callback Request using the Callback Request function:
26.
When placing a call, if the called party does not answer:
27.
Use the mouse to select the Callback Request function (
) on the
Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
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2.19
Setting Auto Callback
Setting Auto Callback using the Auto Callback function:
28.
When placing a call, if the called party is busy/no answer use the mouse
to select the Auto Callback function (
) on the Function Toolbar.
- OR -
Press the assigned hot key on the keyboard.
2.20
Setting Auto Redial
Setting automatic redial using the Auto Redial function:
29.
When placing an outgoing call, if the called party is busy/no answer use
the mouse to select the Auto Redial function (
) on the Function
Toolbar.
- OR -
Press the assigned hot key on the keyboard.

When using analog trunks, the Auto Redial function will be availabe
based on the setting in Memory Block 1-1-05. This icon will not be
availabe once the Elapsed Call Start Talk Timer is displayed.
2.21
More Function
A shortcut to function buttons using the More function:
30.
This button (
) provides a drop down list of all the functions available
on the Elite PC Assistant
31.
Functions that are grayed out represent functions that are not currently
available during the state of the phone.
SEC
TION 3
CUSTOMIZING YOUR APPLICATION
The Elite PC Assistant offers several configuration options that can be used to
customize the look and performance of the application.
The following operations are available to customize the console.
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3.1
Function Preferences
Figure 3-12 Function Preferences Screen
The Elite PC Assistant has functions that can be assigned to different hot
keys. You can also set the order of the functions visible from the main
window.
To change the hot key for a function:
1.
From the main screen, select File
Preferences
Tool Buttons tab
2.
Click the function name under Tool Buttons.
3.
Edit the Accelerator field.
4.
Press OK.
To change the order of the function:
5.
From the main screen, select File
Preferences
Tool Buttons tab
6.
Click the function name under Tool Buttons.
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7.
Edit the Move Up or Move Down buttons to place the function in order.
8.
Press OK.
3.2
Preferences for the Main Window
Figure 3-13 Main Window Preference Screen
The Elite PC Assistant main window can be docked to the top, left, bottom, or
right in the Preferences menu under the General tab.
To change docking sides:
9.
From the main screen, select File
Preferences
General tab
10.
Select the side you want Elite PC Assistant to dock to.
11.
Press OK.
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To allow Auto Hide mode:
12.
From the main screen, select File
Preferences
General tab
13.
Check the Auto Hide box to enable auto hiding
14.
Press OK.
Enable/Disable confirmation upon Exit:
15.
From the main screen, select File
Preferences
General tab
16.
Check the show confirm dialogue on exit to show the dialogue or
uncheck to disable it.
17.
Press OK.
To allow Ringing through Speakers:
18.
From the main screen, select File
Preferences
General tab
19.
Check the enable ringing through speakers box.
20.
Press OK.
Email Integration:
21.
From the main screen, select File
Preferences
General tab
22.
Check the Email Integration box to enable email integration with the
Elite PC Assistant. (Professional version only).
23.
Press OK.
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3.3
Changing the Call Log Layout
Figure 3-14 Call Log Preferences Screen
The Elite PC Assistant provides several options to change the layout of the
Call Log. The size and location of each column can be modified and the entire
Call Log can be sorted based upon any individual column.
To change the visible columns within the Call Log Tab:
1.
On the File menu, select the Preferences option.
2.
Select the Call Log tab on the Preferences menu.
3.
Check each column that will be visible on the Call Log Tab.
4.
Press OK to save the settings.
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To change the order of the columns in the Directory Tab:
1.
Position the mouse cursor within the heading of the column to be moved.
2.
Hold down the left mouse button and drag the column to the new
position.
To change the width of a column in the Call Log Tab:
1.
Position the mouse cursor within the heading and on the right edge of
the column to be resized. When the mouse is in the proper position, the
mouse cursor will change to a double-headed arrow.
2.
Hold down the left mouse button and drag the border of the column to
the new width.
To sort the contents of the Call Log Tab:
1.
Position the mouse cursor within the heading of the column to use for
sorting.
2.
Press the left mouse button to sort the Call Log in ascending order
based upon the contents of the selected column.
3.
Pressing the left mouse button a second time will sort the Call Log in
descending order.
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3.4
Pop a Contact (Professional Version Only)
Figure 3-15 Screen Pop Tab
Contact Manager:
1.
From the main screen, select File
Preferences
Screen Pop tab.
2.
Check the Contact Manager you wish to use to integrate with the Elite
PC Assistant.
3.
Press OK.
Call Filter:
4.
From the main screen, select File
Preferences
Screen Pop tab.
5.
Click the Open contact for all calls button to enable contacts popping
up for all incoming calls.
- OR -
6.
Click the Open contact for external calls only button to enable
contacts popping up for all external calls only
7.
Press OK.
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3.5
Setting Dialing Properties
The Elite PC Assistant provides access to the Windows Dialing
Properties dialog and allows the user to specify additional dialing rules
that may be applicable for the local area. These settings control how a
telephone number is dialed when a call is placed from within the Elite PC
Assistant.
To access the Dialing Properties menu:
On the File menu, select Telephony
Location Settings.
To access the Special Rules menu:
On the File menu, select Telephony
Dialing Rules.
Each of these configuration options is further described in the following
paragraphs.
3.5.1
Dialing Properties
The Dialing Properties menu sets the dialing characteristics for
local, long distance, and international calls. Different dialing
profiles, known as Locations, can be defined, with a single
location being active at any one time. Properties that are
specified for each location include the following:
Descriptive name that identifies the current
Name
location for dialing
Country/Region
The country or region that you are in.
Area Code
Your local area code
Access code for
Number to dial to make a local call from your
local calls
telephone system
Access code for
Number to dial to make a long distance call from
long distance
your telephone system
Call waiting codes
Dial string for disabling call waiting
Whether to use tones or pulses to generate the
Tone/Pulse Dialing
call
Calling card number to use for long distance
Calling Card
numbers
Additional information about setting the Dialing Properties can be
found in the Windows user documentation for your computer
system.
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3.5.2
Dialing Rules
The Dialing Rules menu is used to designate specific dialing strings
that will be treated as external numbers. The following fields can be
specified within this menu.
Defines the number of digits within an internal
Station Number Length
telephone extension. Any dial strings longer
than this value will be treated as an external call.
The local emergency number code. This dial
Emergency Number
string will be treated as an external call.
Each number within the Exception Table will be
treated as an external call. This table should
include any number that is the same length as
Exception Table
internal extensions, but needs to be dialed as an
external call. Some examples include directory
assistance, local time/temperature, etc.
To add an entry to the Exception Table, click on the New button and
enter the value. The length of each Exception Table entry must be
equal to or less than the Station Number Length. The Exception
Table also allows the character X to be specified as a wild card at the
end of the exception string. For example 12X can be specified as a
shortcut to include all numbers in the range 120 through 129.
To delete an entry from the Exception Table, select the desired
entry and click on the Delete button.
SEC
TION 4
CHANGING THE TELEPHONY CONFIGURATION
The Elite PC Assistant provides access to the NEC Telephony Setup dialog. This
menu defines the properties of the digital telephone that is connected to the PC.
To access the Telephony Configuration menu:
On the File menu, select Telephony
Telephony Configuration option.
For further information about setting the properties in the Telephony
Configuration menu, please refer to the NEC Installation manual.
SEC
TION 5
CUSTOMIZING THE FEATURE ACCESS CODES
The Elite PC Assistant utilizes feature access codes to initiate common telephony
features, such as Call Forward and Paging. The application is setup to use the default
access codes defined within the Elite telephone system. If the access codes for these
features have been modified from the default values, then the Elite PC Assistant will
need to know the new values.
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Many of the feature access codes are specified within the Telephony Configuration
menu that was defined at installation time.

Figure 3-16 Feature Access Codes Screen
To access the Telephony Configuration menu:
On the File menu, select Telephony
Telephony Configuration option.
For further information about setting the properties in the Telephony
Configuration menu, please refer to the NEC Installation manual.
To specify the access codes for Paging:
1.
On the File menu, select the Preferences option.
2.
On the Preferences menu, select the Feature Access tab.
3.
Specify the paging access codes that are defined within the Elite telephone
system for each zone.
4.
Press OK to save the changes.
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To specify the access codes for Direct Station Pickup:
5.
On the File menu, select the Preferences option.
6.
On the Preferences menu, select the Feature Access tab.
7.
Select Direct Station Pickup and define the access code defined within the
Elite telephone system.
8.
Press OK to save the changes.
To specify the access codes for Voice Over Split:
9.
On the File menu, select the Preferences option.
10.
On the Preferences menu, select the Feature Access tab.
11.
Select Voice Over Split and define the access code defined within the Elite
telephone system.
12.
Press OK to save the changes.
To specify the access codes for Intra-Tenant Call Pickup:
13.
On the File menu, select the Preferences option.
14.
On the Preferences menu, select the Feature Access tab.
15.
Select Intra-Tenant Call Pickup and define the access code defined within the
Elite telephone system.
16.
Press OK to save the changes.
To specify the access codes for Night Chime Call Pickup:
17.
On the File menu, select the Preferences option.
18.
On the Preferences menu, select the Feature Access tab.
19.
Select Night Chime Call Pickup and define the access code defined within the
Elite telephone system.
20.
Press OK to save the changes.
To specify the access codes for Internal CO Transfer Pickup:
21.
On the File menu, select the Preferences option.
22.
On the Preferences menu, select the Feature Access tab.
23.
Select Internal CO Transfer Pickup and define the access code defined within
the Elite telephone system.
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24.
Press OK to save the changes.
To specify the access codes for Call Pickup TIE Only:
25.
On the File menu, select the Preferences option.
26.
On the Preferences menu, select the Feature Access tab.
27.
Select Call Pickup TIE Only and define the access code defined within the Elite
telephone system.
28.
Press OK to save the changes.
To specify the access codes for Direct Call Pickup PBX Only:
29.
On the File menu, select the Preferences option.
30.
On the Preferences menu, select the Feature Access tab.
31.
Select Call Pickup PBX Only and define the access code defined within the
Elite telephone system.
32.
Press OK to save the changes.
To specify the access codes for Call Pickup CO Only:
33.
On the File menu, select the Preferences option.
34.
On the Preferences menu, select the Feature Access tab.
35.
Select Call Pickup CO Only and define the access code defined within the Elite
telephone system.
36. Press OK to save the changes.
SEC
TION 6
WORKING WITH THE PERSONAL DIRECTORY
The Elite PC Assistant provides a personal directory to assist in handling call
activity. Each contact person can be entered into the directory to provide the user with
quick access to contact information and an easy method to send calls. The directory
is viewed from the main window's Directory Drop Down Menu.
To access the Directory Tab:
Click on the Directory drop down arrow on the middle portion of the main
window.
Operations that can be performed on the directory include the following:
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6.1
Adding a New Entry to the Directory
To add a new entry to the Directory:
1.
On the Directory pull down menu, click New Entry.
2.
Enter the appropriate data in the designated text fields.
3.
To enter an alternate number, select New in the Alternate Number
area, and enter the telephone number and type.
4.
Select a department by checking appropriate department in the type list.
5.
Click OK to add the new entry to the Directory and Save to exit and save
the Directory Maintenance menu.
6.2
Deleting an Entry from the Directory
To delete a single directory entry:
Select the directory entry with a right mouse click. From the pop up
menu, select the Delete option.
6.3
Call Handling within the Directory
The Directory provides easy access to several common call handling
functions.
To dial a number within a Directory entry:
1.
Double-click on the specific field to be dialed. Valid fields for dialing
include: Extension, Alternates, Supervisor's Phone, and Assistant's
Phone.
2.
Then click the dial function.
- OR -
Right click the specified field to be dialed. Valid fields for dialing include:
Extension, Alternates, Supervisor's Phone, and Assistant's Phone.
From the pop up menu, select the Dial option.
To initiate a supervised transfer to a Directory entry:
1.
Press the right mouse button to select the directory entry to receive the
call.
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2.
From the pop up menu, select the Transfer - Supervised option.
3.
When the party answers, announce the transfer, and then press the
Complete.
4.
If the destination does not answer or does not want to receive the
transfer, press the Disconnect button in the Data Entry dialog to
reconnect to the original caller.
To initiate an unsupervised (blind) transfer to a Directory entry:
1.
Press the right mouse button to select the directory entry to receive the
call.
2.
From the pop up menu, select the Transfer - Immediate option.
To initiate a conference with a Directory entry:
1.
Press the right mouse button to select the directory entry to add to the
conference.
2.
From the pop up menu, select the Conference option.
3.
When the party answers, announce the conference, and then press the
Complete button on the Data Entry dialog.
4.
If the destination does not answer or does not want to join the
conference, press the Disconnect button in the Data Entry.
SEC
TION 7
VIEWING THE CALL HISTORY
The Elite PC Assistant maintains a Call Log, which provides a historical trace of the
assistant's call activity. Each inbound and outbound call generates a record in the call
log. This information can be used to retrieve details about specific calls and perform
functions such as re-dialing a previous call or playing back a recorded telephone
conversation. The Elite PC Assistant also maintains a Call List, which provides a
historical trace of the assistant's most recent call activity.
To access the Call Log:
K
Click on the File -> Call Log in the middle of the main window.
Operations that can be performed on the Call Log include the following:
To access the Call List:
K
Click on the down arrow of the call list on the left of the main window.
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SEC
TION 8
RE-DIALING A NUMBER FROM THE CALL LOG
To re-dial a number:
1.
Double-click a call log entry to automatically redial the specified number.
- OR -
Press the right mouse button to select the Call Log record to be redialed.
2.
Select Dial from the pop up menu.
SEC
TION 9
PLAYING BACK A RECORDED TELEPHONE CONVERSATION
The Record function is used to capture a telephone conversation and save the
recording on the PC. The recording is attached to the Call Log record and indicated
by the recording icon within the Type field.
To playback a recording:
1.
Press the right mouse button to select the Call Log record that contains the
recording.
2.
Select Playback from the pop up menu. The Playback window will open and the
recording will automatically start playing.
Figure 3-17 Playback Screen
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The Playback window provides the following controls:
Slider bar - advances as the playback progresses.
Dragging the slider will change the current
playback position within the recording.
Play - Start/resume playback of the recording.
Pause - Suspend playback at the current position.
Stop - Suspend playback and set the current
position to the beginning of the recording.
SECTION 10
CALL LOG
10.1
Deleting Records from the Call Log
To delete a single Call Log record:
Select the Call Log record with a right mouse click. From the pop up
menu, select the Delete option.
- OR -
Highlight the Call Log record and from the Call Log menu select the
Delete option.
To delete a block of Call Log records:
1.
Highlight the records to be deleted.
2.
Right mouse click within the highlighted block. From the pop up menu,
select the Delete option.
- OR -
From the Call Log menu, select the Delete option.
10.2
Sending a Call Log Record or Recording using E-mail
To send a call log record or recording using e-mail:
1.
Press the right mouse button to select the Call Log record to be sent.
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2.
From the pop up menu, select the E-Mail option. This will create a new
mail message using your default e-mail client, with the call log detail
included in the body of the message. If a recording is associated with the
call log record, then the sound file for the recording will be attached to
the message.
10.3
Printing the Call Log
The Elite PC Assistant provides the capability to print all or part of the call
history. Options are also provided which allow the format of the call log to be
modified for printing.
To print the entire Call Log:
1.
From the Call Log menu, select the Print option, followed by Print All.
- OR -
Right mouse click within the highlighted block. From the pop up menu,
select the Print option, followed by Print All.
2.
Specify the destination printer and then click OK.
To print selected records from the Call Log:
1.
Highlight the records to be printed.
2.
From the Call Log menu, select the Print option, followed by Print
Selected.
- OR -
Right mouse click within the highlighted block. From the pop up menu,
select the Print option, followed by Print Selected.
3.
Specify the destination printer and then click OK.
To change the format of the Call Log for printing:
Within the Call Log form,
To change the column order, use the mouse to drag individual columns
to a new position.
To change the columns to be included, on the File menu of the main
screen of the Assistant, select File
Preferences option. Under the
Call Log tab, check all the columns that are to be included in the printed
directory and click OK.
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To change the orientation of the printed output, on the Call Log menu of
the Call Log screen, select Call Log
Print
Page Setup option.
Select either Portrait or Landscape and then click OK.
10.4
Changing the Call Log Layout
Figure 3-18 Call Log Layout Preferences Screen
The Elite PC Assistant provides several options to change the layout of the
Call Log. The size and location of each column can be modified and the entire
Call Log can be sorted based upon any individual column.
To change the visible columns within the Call Log Tab:
1.
On the File menu, select the Preferences option.
2.
Select the Call Log tab on the Preferences menu.
3.
Check each column that will be visible on the Call Log Tab.
4.
Press OK to save the settings.
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To change the order of the columns in the Directory Tab:
1.
Position the mouse cursor within the heading of the column to be moved.
2.
Hold down the left mouse button and drag the column to the new
position.
To change the width of a column in the Call Log Tab:
1.
Position the mouse cursor within the heading and on the right edge of
the column to be resized. When the mouse is in the proper position, the
mouse cursor will change to a double-headed arrow.
2.
Hold down the left mouse button and drag the border of the column to
the new width.
To sort the contents of the Call Log Tab:
1.
Position the mouse cursor within the heading of the column to use for
sorting.
2.
Press the left mouse button to sort the Call Log in ascending order
based upon the contents of the selected column.
3.
Pressing the left mouse button a second time will sort the Call Log in
descending order.
10.5
Archiving the Call Log
Regular maintenance of the Elite PC Assistant should include archiving of
the Call Log. This operation is beneficial for reducing the number of call
records displayed within the application, and therefore, improving access
when searching for individual records. The archival process also provides a
method of backing up the call history and storing the records off-line for future
access.
The archive operation saves the call history to a file using Comma Separated
Values (CSV) format. This format can be viewed using a standard text editor
or easily imported into a database or spreadsheet program. During the archive
operation, the user can specify if the recorded files are to be saved or deleted.
If the recorded files are saved, they will be compressed into a zip file, with the
same file name as the archived call records.
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To archive the Call Log:
1.
From the Call Log menu, select the Archive option. This will open the
Call Log Archive menu.
Figure 3-19 Call Log Archive Screen
2.
Select the Start Date and End Date for the archive. All call log records
within this range of dates will be included in the archive and removed
from the Call Log.
3.
Select either Save in corresponding .zip to keep the recordings or
Delete Recordings to erase the recordings.
4.
Browse: to point to the directory where the archive file will be created.
5.
Enter the name of the archive after the directory name.
6.
Press Save to create the archive file.
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SECTION 11
ADDITIONAL FEATURES SUPPORTED IN THE PROFESSIONAL VERSION ONLY
The Elite PC Assistant is sold in two packages: Basic and Professional. The Basic
version ships with every CTU or CTA adapter. The Basic version includes all call
control features and telephony utilities except Email integration, Personal Greeting,
Recording, and Screen Pops. These features are included in the Professional
version:
E-mail Integration
Personal Greeting
Recording
Screen Pops
Details on using these features are provided within the Elite PC Assistant online help
system.
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INT-1041 (PC ASST)
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Document Outline