Altigen MaxCommunicator Specifications

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MaxCommunicator
Manual
MAX Communication Server
Release 6.0
Update2
2/2009 4503-0001-6.0 Update2
Page view 0
1 2 3 4 5 6 ... 81 82

Summary of Contents

Page 1 - MaxCommunicator™

MaxCommunicator™ManualMAX Communication ServerRelease 6.0Update22/2009 4503-0001-6.0 Update2

Page 2 - TRADEMARKS

2 MaxCommunicator Manual• In a redundancy configuration, reconnection is automatic and transparent if the switch from the primary to the backup Softsw

Page 3 - Contents

MaxCommunicator Manual 3Overview• History tab enhancements:• A missed-call icon is added to indicate a missed call.• User can sort by call direction.

Page 4 - CHAPTER 4

4 MaxCommunicator ManualNote: Before ACT! can work with MaxCommunicator, you MUST install the ACT! Plugin. LicensingThe following AltiGen licenses are

Page 5 - CHAPTER 5

MaxCommunicator Manual 5InstallationCHAPTER 2InstallationThe client system must meet the following minimum requirements. • IBM/PC AT compatible syste

Page 6

6 MaxCommunicator Manual1. Exit all Windows applications.2. Insert the MAX Communication Server 6.0 Update2 Clients CD into the CD ROM drive.3. Open t

Page 7 - Warranty

MaxCommunicator Manual 7InstallationUpdate2 client applications (including MaxAgent, MaxSupervisor, AltiConsole and CDR Search).2. Reboot your system

Page 8 - Sales Outside the U.S.A

8 MaxCommunicator Manual

Page 9 - About MaxCommunicator

MaxCommunicator Manual 9Getting StartedCHAPTER 3Getting StartedStart MaxCommunicator from the Microsoft Windows Start menu, by choosing Start > Al

Page 10 - 2 MaxCommunicator Manual

10 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

Page 11 - ACT!/GoldMine® Support

MaxCommunicator Manual 11Getting Started• You have an AltiGen-certified IP phone or are using IPTalkConsult your system administrator or authorized A

Page 12 - Licensing

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

Page 13 - Installation

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

Page 14 - Downgrade Procedure

MaxCommunicator Manual 13Getting StartedClick a Number to Make a CallAll phone numbers become underlined when you pass the cursor over them. Click an

Page 15 - AltiConsole and CDR Search)

14 MaxCommunicator ManualYou can choose the buttons you want and the order in which you want them. See “Customizing the Display” on page 19.The Dialer

Page 16 - 8 MaxCommunicator Manual

MaxCommunicator Manual 15Getting Started• Idle—the extension is not in use• Play VM—playing voice mail (The Duration field displays the duration of t

Page 17 - Getting Started

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

Page 18 - Logging In Remotely

MaxCommunicator Manual 17Getting StartedYour system administrator may have configured additional activities to select from. The activity category you

Page 19 - When Connection Is Broken

18 MaxCommunicator ManualExit - If you are shutting down Microsoft Windows, MaxCommunicator will exit automatically. Otherwise, to exit MaxCommunicato

Page 20 - Overview of the Main Window

MaxCommunicator Manual 19Getting StartedSearching in the Tabbed WindowsSearching is available in these tabs: Directory, History, Contacts, Voice Mail

Page 21 - Toolbar Buttons

20 MaxCommunicator ManualCheck the tabs you want to display, and uncheck the tabs you don’t want to display. • Specify the columns you want to see by

Page 22 - Call Information Panel

MaxCommunicator Manual 21Getting Started• Sort columns in ascending or descending order by clicking the column heading. An ascending (first to last)

Page 23 - Tabbed Pages

MaxCommunicator Manual iiiContentsWarranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiCHAPTER 1About Max

Page 24 - Activity Greetings

22 MaxCommunicator Manualclick the Up button or Down button, until the toolbar button is where you want it. When finished, click OK.Note: When MaxComm

Page 25 - MaxCommunicator Manual 17

MaxCommunicator Manual 23Getting Started• Make a tab a separate window independent of the MaxCommunicator main window by dragging it out by its tab,

Page 26 - Shrinking MaxCommunicator

24 MaxCommunicator Manual

Page 27 - Customizing the Display

MaxCommunicator Manual 25Using MaxCommunicatorCHAPTER 4Handling Calls with MaxCommunicatorMaxCommunicator call handling-related functions include:• A

Page 28 - 20 MaxCommunicator Manual

26 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

Page 29 - MaxCommunicator Manual 21

MaxCommunicator Manual 27Using MaxCommunicatorThe Call Information panel displays the state of the call:Dialing Speed Dial NumbersTo dial speed dial

Page 30 - Dragging and docking tabs

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

Page 31 - MaxCommunicator Manual 23

MaxCommunicator Manual 29Using MaxCommunicatorUsing Call WaitingDuring a call, you may receive another incoming call. To answer the call, click ringi

Page 32 - 24 MaxCommunicator Manual

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

Page 33 - MaxCommunicator

MaxCommunicator Manual 31Using MaxCommunicatorNote: You can forward a call to an auto attendant without answering it by clicking the To AA button whi

Page 34 - Dialing Out

iv MaxCommunicator ManualTabbed Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Changing Activity Status and Rec

Page 35 - Dialing Speed Dial Numbers

32 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

Page 36 - Placing Calls on Hold

MaxCommunicator Manual 33Using MaxCommunicatorCanceling Conference CallsYou can cancel the conference using any of the following methods: • Click the

Page 37 - Transferring Calls

34 MaxCommunicator ManualUsing this window, you can:• Create a one-time or recurring meeting and set its parameters• Open Microsoft Outlook to send an

Page 38 - Transferring to Voice Mail

MaxCommunicator Manual 35Using MaxCommunicator• Use the scroll bar at the bottom of the window to display additional columns, if necessary.• Change c

Page 39 - Conference Calls

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

Page 40 - 32 MaxCommunicator Manual

MaxCommunicator Manual 37Using MaxCommunicatorFill in the fields of the Create Meeting dialog box, and click OK. See the following sections for direc

Page 41 - MeetMe Conference

38 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

Page 42 - 34 MaxCommunicator Manual

MaxCommunicator Manual 39Using MaxCommunicator1. In the Duration field, specify the duration of the meeting, using the Up/Down arrows.2. In the Start

Page 43 - Creating a Meeting

40 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

Page 44

MaxCommunicator Manual 41Using MaxCommunicatorStarting and Stopping a MeetingThe meeting host and the MaxAdministrator (“Admin”) can start and stop a

Page 45 - One Time Only Meeting

MaxCommunicator Manual vAttaching a Note. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Forwarding Voice Mail. . . . . .

Page 46 - Weekly Meeting

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

Page 47 - Monthly Meeting

MaxCommunicator Manual 43Using MaxCommunicatorTo record a call—While connected to a call, click the Record button, or right-click the call and selec

Page 48 - 40 MaxCommunicator Manual

44 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

Page 49

MaxCommunicator Manual 45Using MaxCommunicator• New voice mail messages are indicated by a white, closed envelope and bold type.• Heard voice mail me

Page 50 - Recording Calls

46 MaxCommunicator ManualIf you click another message in the list, the current message stops playing.Save at Remote Server or Export LocallyYou can sa

Page 51 - Using Account Codes

MaxCommunicator Manual 47Using MaxCommunicatorForwarding Voice MailTo forward a voice mail to an extension or a VM Group1. Select the voice mail and

Page 52 - Using Voice Mail

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

Page 53 - Dealing with Voice Mail

MaxCommunicator Manual 49Using MaxCommunicatorReading the Monitor ListThe monitor window includes these fields: State, Extension, Name, Activity, DND

Page 54 - Attaching a Note

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

Page 55 - Forwarding Voice Mail

MaxCommunicator Manual 51Using MaxCommunicatorUse the Delete button to delete selected calls in the history list. Use the Delete All button to delete

Page 56 - 48 MaxCommunicator Manual

vi MaxCommunicator Manual

Page 57 - Viewing the Call History

52 MaxCommunicator Manual

Page 58 - 50 MaxCommunicator Manual

MaxCommunicator Manual 53ConfigurationCHAPTER 5Configuring Your MaxCommunicatorUsing the MaxCommunicator Configuration window, you can configure the

Page 59 - Using the Contacts Tab

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

Page 60 - 52 MaxCommunicator Manual

MaxCommunicator Manual 55ConfigurationNote: The call being transferred must originate from an AltiGen PBX system running AltiWare ACC/ACM 5.0 or late

Page 61 - Configuring Your

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

Page 62 - General Information

MaxCommunicator Manual 57Configuration• Single Call Waiting—sets up single call waiting. This feature gives an alert tone (audio beep) to indicate th

Page 63 - Call Handling

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

Page 64 - Call Waiting Options

MaxCommunicator Manual 59Configuration4. If you want, check the Verify Caller ID based on the following check box and then specify the incoming phone

Page 65 - One Number Access (ONA)

60 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

Page 66 - Setting Up One Number Access

MaxCommunicator Manual 61ConfigurationWorking with Voice Mail Groups (Distribution Lists)You can set up voice mail groups (distribution lists) to for

Page 67 - Using a Password

MaxCommunicator Manual viiWarrantyWhat The Warranty CoversAltiGen Communications warrants its hardware products to be free from defects in material a

Page 68 - Message Notification

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

Page 69 - MaxCommunicator Manual 61

MaxCommunicator Manual 63ConfigurationCall Alert OptionsIf you want MaxCommunicator to inform you when you have a call, specify your desired method(s

Page 70 - 62 MaxCommunicator Manual

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

Page 71 - Call Alert Options

MaxCommunicator Manual 65ConfigurationUse Database Selector—Check this check box to allow integration of your company’s CRM database with your MaxCom

Page 72 - CRM Integration

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

Page 73 - MaxCommunicator Manual 65

MaxCommunicator Manual 67ConfigurationSelect a theme and click Apply to see the change, or click OK to accept the theme. The theme changes without re

Page 74 - Theme Selection

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

Page 75 - Configuration

MaxCommunicator Manual 69ConfigurationThe Enable IPTalk Log check box is available only if you’re using IPTalk.

Page 76 - 68 MaxCommunicator Manual

70 MaxCommunicator Manual

Page 77

MaxCommunicator Manual 71Errors and TroubleshootingAPPENDIX AErrors and TroubleshootingThe following errors may be displayed as login or connectivity

Page 78 - 70 MaxCommunicator Manual

viii MaxCommunicator Manual1. Take or ship the product (shipment prepaid) to your AltiGen distributor or to AltiGen Communications, Inc.All materials

Page 79 - Errors and Troubleshooting

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

Page 80 - Location

MaxCommunicator Manual 73IndexAAA state 14Account Codes 43ACT 3, 64all calls recorded 42answer options 57auto attendant 30auto upgrade 6Bbroken conn

Page 81

74 MaxCommunicator Manual IPTalk License 4Llicenses 4live call handling 57MMaxCommunicatorconfiguration 53meetingcreating 35MeetMecreating a meeting 3

Page 82

MaxCommunicator Manual 1OverviewCHAPTER 1About MaxCommunicatorMaxCommunicator is call management software for the general desktop PC user, replacing

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