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Using the Actions Pull-Down Menu ................................. 28
How to Log on to Your Switch ..................................... 30
How to Indicate Your Activity Status .................................. 32
How to Make Calls ........................................... 35
Dialing a Number .......................................... 35
Searching the Directory ....................................... 36
Keeping the Dial Pad Open ..................................... 36
Selecting a Directory ........................................ 37
Refreshing the Directories in the CCWin Dial Pad Window .................... 38
Updating Entries in Your Personal Directory ............................ 39
Selecting a HAT Table for Making Outbound Calls ......................... 39
Using Other Features after Dialing a Number ........................... 41
Using the Notes Feature ...................................... 41
How to Answer Calls .......................................... 43
Using Other Features after Answering a Call ............................ 44
Using the Notes Feature ...................................... 44
How to Transfer Calls and Data .................................... 46
Transferring Calls and Data ..................................... 46
Selecting Your Defaults ....................................... 49
Refreshing the Directories in the CCWin Transfer Window ..................... 51
Updating Entries in Your Personal Directory ............................ 51
How to Set Up Three-Way Conference Calls ............................. 53
Setting Up Three-Way Conference Calls .............................. 53
Selecting Your Defaults ....................................... 55
Refreshing the Directories in the CCWin Conference Window ................... 58
Updating Entries in Your Personal Directory ............................ 58
Chapter 4. Using the Call Log and Creating Your Personal Directory .............. 59
Accessing the Call Log and Personal Directory Features ....................... 60
Using the Pushbutton ........................................ 61
Using the Features Pull-Down Menu ................................ 61
How to Use the Call Log ........................................ 63
Enabling the Call Log ........................................ 63
Opening the Call Log ........................................ 64
Opening Notes in the Call Log ................................... 65
Adding Notes to the Call Log .................................... 65
Managing the Call Log Information—Settings Feature ....................... 67
Using the View, Sort, and Filter Settings Together ......................... 79
Controlling Your Call Log ...................................... 85
How to Create Your Personal Directory ................................ 87
Adding an Entry ........................................... 88
Updating an Entry .......................................... 89
Removing an Entry ......................................... 90
Refreshing the Personal Directory ................................. 90
Displaying Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
iv CallPath CallCoordinator for Windows: User’s Guide