Nortel Networks Telephone 150 User Manual

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CallPilot 150  
Telephone Administration  
Guide  
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Contents  
CallPilot 150 Telephone Administration Guide  
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CallPilot 150 Telephone Administration Guide  
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Contents  
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Chapter 1  
Getting started with CallPilot  
About CallPilot  
CallPilot is a versatile business communications tool that you can use to:  
answer incoming calls  
offer callers a selection of options to route their calls or access information  
provide advanced voicemail, Automated Attendant and call handling capabilities  
This guide leads a System Administrator through setting up and operating CallPilot on a CallPilot  
150 system. You can program CallPilot using any two-line display telephone on your Norstar  
system. You can also use the web-based CallPilot Manager to set up and operate CallPilot.  
CallPilot features  
CallPilot includes:  
Voicemail  
Records messages and stores them in a mailbox for easy retrieval. Business telephones on your  
system can have their own mailbox and greeting. Information can be distributed quickly to  
departments and workgroups.  
Automated Attendant  
Answers your business calls promptly, 24 hours a day, with a Company Greeting. Callers can  
direct their own calls by using the Company Directory.  
Custom Call Routing (CCR)  
Enhances the Automated Attendant menu with customized menus and information messages. With  
CCR you can determine the menu options and record the voice prompts that guide callers along  
call paths.  
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Chapter 1 Getting started with CallPilot  
CallPilot options  
CallPilot has two options to enhance your office communications. You need a software  
authorization code to enable a CallPilot option. Contact your vendor if you want to trial or  
purchase a software authorization code.  
CallPilot options are:  
Message Networking  
Message Networking links the CallPilot system with other voicemail systems and allows the  
exchange of voice messages between users at different sites. CallPilot supports Digital networking  
and Audio Messaging Interchange Specification (AMIS) networking. For information about  
Message Networking refer to the CallPilot Message Networking Set Up and Operation Guide.  
Call Center  
CallPilot is an application that handles incoming calls as efficiently and economically as possible.  
Call Center answers calls, then routes the calls to agents in a skillset that most closely matches the  
needs of the caller. Calls can be routed based on the origin of the call, the destination of the call, or  
the information entered by the caller. Callers can be given high or low priorities. Callers can  
overflow to different groups or skillsets of agents, transfer out of the system, leave a message, and  
hear announcements or informative messages. For information about Call Center refer to the  
Nortel Networks Call Center Set Up and Operation Guide.  
For CallPilot 150, you have the option of choosing either CallPilot or Call Center as your primary  
application.  
Desktop Messaging  
With Desktop Messaging subscribers can access their CallPilot mailbox from their personal  
computer. Subscribers can manage all of their voice messages from one graphical interface.  
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Chapter 1 Getting started with CallPilot  
9
How to get help  
USA and Canada  
Authorized Distributors - ITAS Technical Support  
Telephone:  
1-800-4NORTEL (1-800-466-7835)  
If you already have a PIN Code, you can enter Express Routing Code (ERC) 196#.  
If you do not yet have a PIN Code, or for general questions and first line support, you can enter  
ERC 338#.  
Website:  
http://www.nortelnetworks.com/itas/  
email:  
Presales Support (CSAN)  
Telephone:  
1-800-4NORTEL (1-800-466-7835)  
Use Express Routing Code (ERC) 1063#  
EMEA (Europe, Middle East, Africa)  
Technical Support - CTAS  
Telephone:  
00800 800 89009 or 33 4 9296 1341  
Fax:  
33 49296 1598  
email:  
CALA (Caribbean & Latin America)  
Technical Support - CTAS  
Telephone:  
1-954-858-7777  
email:  
APAC (Asia Pacific)  
Technical Support - CTAS  
Telephone:  
+61 388664627  
Fax:  
+61 388664644  
email:  
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Chapter 2  
Using CallPilot  
Who can use CallPilot  
CallPilot can be used by outside callers and mailbox owners (subscribers) in your company.  
Subscribers at your office can use CallPilot from any display telephone that is connected to your  
telephone system. Subscribers outside your office can use CallPilot from any tone dial telephone.  
Incoming calls from a rotary dial telephone are transferred to your company receptionist or  
designated operator. If an operator is not available, the call transfers to the General Delivery  
Mailbox.  
System timeout  
If you pause longer than 2 minutes when you program CallPilot, the system times out and ends the  
session. This is a safety feature that prevents unauthorized use of the system.  
For example, if the system times out before you enter all the settings for a mailbox, you must use  
the procedures in “Changing a mailbox” on page 32 to finish setting up the mailbox.  
Using CallPilot with a two line display telephone  
You cannot use a single line display telephone to set up and administer CallPilot. You must use a  
two line display telephone. Two line display phones show CallPilot commands and options. A two  
line display can show up to three display options at once. In some instances, an option does not  
have a corresponding display button, and you must select the option by pressing buttons on the  
diapad.  
While you program CallPilot, at any time, you can press to go back to the previous selections.  
An example of a two line display  
Pswd:  
OTHR  
Display command line  
Display button options  
RETRY  
OK  
Display buttons  
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Using the dialpad  
The buttons on your display telephone dialpad act as both numbers and letters. Each button  
represents a number and letters of the alphabet.  
press the dialpad button that represents the letter or number. Press the  
button again to see the next letter or number.  
To enter a character  
To accept a character  
press £ or press another button. When you press another button, the  
cursor advances and the display shows the first character on the new  
button.  
press the BKSP display button.  
To delete a character  
Numbers and letters on the dialpad.  
1 ’ -  
¤
°
A B C 2 a b c  
J K L 5 j k l  
·
D E F 3 d e f  
G H I 4 g h i  
P Q R S 7 p q r s  
Quit  
M N O 6 m n o  
W X Y Z 9 w x y z  
T U V 8 t u v  
Q Z Zero q z  
£ Accepts the displayed letter and,  
(comma)  
The display can show up to 16 characters. Whether the prompt remains on the display depends on  
the type of prompt that is displayed.  
Pswd:1111  
This is an example of a display with fewer than 16 characters, where  
the command line prompt remains on the display.  
OTHR  
RETRY  
OK  
Name:  
RETRY  
This display shows the Name: command line prompt.  
BKSP  
BKSP  
OK  
OK  
P
When you begin to enter the last name, the Name: command line  
prompt disappears. For example, if you enter the name Partridge, you  
press the pad for P, and the display drops the Name: prompt.  
RETRY  
PARTRIDGE  
RETRY BKSP  
Although the name is only nine characters long, the command line  
prompt is not shown on the display after you enter the entire name.  
OK  
The prompt disappears for these command line prompts:  
Name:  
Log:  
Dest ph:  
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Chapter 2 Using CallPilot 13  
Symbols and conventions used in this guide  
These conventions and symbols are used to represent the Business Series Terminal display and  
dialpad.  
Convention  
Example  
Used for  
Word is in a special font (in the top Pswd:  
Command line prompts on display telephones.  
line of the display)  
Underlined word in capital letters PLAY  
(on the bottom line of a two line  
display telephone)  
Display option. Available on two line display  
telephones. Press the button directly below the  
option on the display to proceed.  
Dialpad buttons  
Buttons you press on the dialpad to select a  
particular option.  
£
About telephone buttons  
This table shows the Nortel Networks Business Series Terminal buttons. Use the buttons that  
pertain to the type of telephone you use.  
M7100, M7208, M7310,  
M7324  
M7100N, M7208N,  
M7310N, M7324N  
Button name  
Feature  
T7100, T7208, T7316  
ƒ
©
Ä
Handsfree  
Bottom right-hand  
button  
©
Hold  
ú  
®
˙
®
ú
Volume Control  
Release  
Ã
¨
You can enter , ƒ or Ä and the code to use a feature. For example, press  
≤·°⁄ to access your mailbox.  
The T7100 works differently from other telephones on your system because it does not have line  
buttons. Where other telephones require that you select a line button to answer a call, on the T7100  
terminal you pick up the handset. Where other telephones require you to select a line button to take  
a call off hold, you press the ú button on the T7100 terminal.  
On T7100 terminals, you can answer a second call by pressing ú . Your active call is put on  
hold and you connect to the waiting call. You can have no more than two active calls at one time.  
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Chapter 3  
CallPilot mailboxes  
About installing mailboxes  
You install mailboxes by enabling a software authorization code. The software authorization code  
enables the number of mailboxes that you can add to CallPilot. On CallPilot 150 you can have a  
maximum of 200 subscriber mailboxes. Refer to “Enabling a software authorization code” on page  
103 for information on how to enable software authorization codes.  
System Administrator Mailbox  
The System Administrator Mailbox:  
is reserved for the System Administrator  
is created automatically when the system is initialized for the first time  
is where you send Broadcast Messages from  
Only the System Administrator can access the System Administrator Mailbox. Remember to  
check this mailbox for messages.  
Warning: Change the System Administrator password as soon as possible to  
minimize the risk of unauthorized activity.  
Default System Administrator Mailbox number and password combinations  
For a mailbox  
number length  
of...  
the default System  
Administrator  
Mailbox number is... Mailbox password is... and password is...  
and the default  
System Administrator so the combined mailbox number  
2
3
4
5
6
7
12  
0000  
0000  
0000  
0000  
0000  
0000  
120000  
102  
1020000  
1002  
10020000  
100020000  
1000020000  
10000020000  
10002  
100002  
1000002  
The default Class of Service for the System Administrator Mailbox is 7. You can change the Class  
of Service any time. For information on changing the Class of Service, refer to “Changing a  
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General Delivery Mailbox  
The General Delivery Mailbox is your company mailbox. It is created automatically when the  
system is initialized for the first time. The General Delivery Mailbox stores messages from callers  
when the Operator is not available, from callers who use a rotary dial telephone, and when a  
mailbox is full.  
Usually the receptionist or designated Operator checks for messages in the General Delivery  
Mailbox.  
Warning: Change the General Delivery Mailbox password as soon as possible to  
minimize the risk of unauthorized activity.  
Default General Delivery Mailbox number and password combinations  
For a mailbox  
number length  
of...  
the default System  
Administrator  
Mailbox number is... Mailbox password is... and password is...  
and the default  
System Administrator so the combined mailbox number  
2
3
4
5
6
7
10  
0000  
0000  
0000  
0000  
0000  
0000  
100000  
100  
1000000  
1000  
10000000  
100000000  
1000000000  
10000000000  
10000  
100000  
1000000  
The default Class of Service for the General Delivery Mailbox is 1. You can change the Class of  
Service any time. For information on changing the Class of Service, refer to “Changing a mailbox”  
The General Delivery Mailbox can receive messages before it is initialized, but you must initialize  
it before you can retrieve messages from it. For information about initializing mailboxes, refer to  
Subscriber mailboxes  
Create a Subscriber mailbox for each person in your organization who needs to be able to receive  
messages.  
A Subscriber mailbox must be initialized by the mailbox owner before it can receive voice  
messages. Until a mailbox is initialized, it cannot receive voice messages, it does not appear in the  
Company Directory, and any calls that are directed to it are rerouted to the General Delivery  
Mailbox. Tell subscribers to change their mailbox password as soon as they initialize their  
mailbox.  
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Chapter 3 CallPilot mailboxes 17  
Guest mailboxes  
Create Guest mailboxes for people who do not have an operating extension but require a mailbox.  
A Guest mailbox must be initialized by the mailbox owner before it can receive messages.  
When you create Guest mailboxes, assign mailbox numbers that begin with the same digit. This  
identifies the mailbox type. Create Guest mailbox numbers that begin with a digit that is different  
than the Subscriber mailbox numbers. For example, if Subscriber mailbox numbers start with two,  
Guest mailboxes can start with the number four.  
When to use Guest mailboxes  
Guest mailboxes can provide a temporary employee with CallPilot services, give clients access to  
internal messaging and call routing, and let customers leave telephone orders.  
You can use Guest mailboxes to:  
take personal catalog shopping orders  
list classes or seminars and let callers register by telephone  
give frequent customers access to CallPilot services  
Using a Guest mailbox for telephone registration  
This example shows how to set up a Guest mailbox with announcement and order-taking  
capabilities. When you provide services that let a customer call into a mailbox, include the  
mailbox number in the greeting. This lets a caller transfer directly to the mailbox.  
To use a Guest mailbox to provide telephone registration, you must first determine a mailbox  
number. Make sure that the Guest mailbox number is unique and is not assigned to any display  
telephone extension. Next, record the mailbox greeting.  
For example:  
“This month we are pleased to provide the following courses: Jazz Dancing Made Easy,  
Intermediate Jazz Dancing, Warming Up for that Big Performance, and Beginner Ballet. If you are  
interested in any of these courses, please leave your name and telephone number after the tone.  
One of our instructors will contact you with more information.”  
You can include the time and date the classes are being offered. This example is applicable to  
Guest mailboxes that are used for taking orders.  
After you record the announcement, record a Company Greeting that tells callers about the  
mailbox is available. For example:  
“Good Morning. This is On Your Toes Dance School. To reach the dance studio, press ›fl. To  
register for our fall classes, press ¤°. To reach our receptionist, press ‚.”  
Note: The number 46 in this example is an operating telephone extension and the  
number 28 is the Guest mailbox.  
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18 Chapter 3 CallPilot mailboxes  
Make sure the leading digit of Guest mailbox numbers is different from the leading digit of the  
extensions. If you must use the same leading digit, ensure the Guest mailbox numbers are  
“out-of-range” extension numbers. To test if an extension is out-of-range, dial it from another  
extension. If the number is out-of-range, the display shows Invalid number. If the number is  
not out-of-range but does not have a set plugged into the corresponding port, the display shows  
Not in service.  
You must assign a Class of Service to the Guest mailbox. When you assign a Class of Service to a  
Guest mailbox used as an order mailbox, choose a Class of Service that has the maximum mailbox  
greeting and message time available. Refer to “Mailbox Class of Service” on page 19.  
Information mailboxes  
Information mailboxes play an informative message to callers who access it. An Information  
mailbox must be initialized before it can play an information message. Callers cannot leave  
messages in Information mailboxes. Information mailboxes do not have operating extensions. For  
more information about Information messages refer to “Information mailbox messages” on page  
87.  
Information mailboxes are maintained by the System Administrator or a mailbox owner.  
You can use Information mailboxes to:  
announce sales  
provide product lists  
announce special events  
A caller is disconnected automatically after listening to an Information mailbox. Information  
mailbox Greetings can be recorded by you or by the person assigned the Information mailbox.  
To let callers know about your company’s Information mailboxes:  
Advertise the Automated Attendant main number, and record a Company Greeting that  
mentions the Information mailbox services.  
Provide a list of your company’s Information mailboxes in brochures and telephone directory  
advertising.  
Mention the Information mailboxes in the Company Greeting if your company has a small  
number of Information mailboxes, such as three or four. Use Custom Call Routing (CCR) if  
you have a large number of Information mailboxes.  
Assign the Operator as the transfer point for all Information mailbox inquiries. Record a  
statement in the Company Greeting that tells callers to press zero to reach company  
information. For example, “Good Afternoon. This is On Your Toes Dance Studio. To reach our  
studio, press ›fl. To listen to one of our special announcements, press to reach the  
Operator.”  
When a caller presses zero, have the Operator provide a list of the Information mailboxes and  
transfer the caller accordingly.  
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Chapter 3 CallPilot mailboxes 19  
Mailbox Class of Service  
Class of Service (COS) values reduce the amount of programming you do when you add a  
mailbox. Instead of entering values for several features, you can select the COS appropriate for a  
mailbox. You enter the COS when you add the mailbox and the system uses the associated values.  
The COS tables, shown in “Class of Service values” on page 20 have preset values. If you use the  
web-based CallPilot Manager you can change individual COS values to meet the needs of your  
company. For more information about using CallPilot Manager to edit Classes of Service, refer to  
the CallPilot Manager Set Up and Operation Guide.  
Class of Service features  
If you select bilingual operation, Classes of Service 1, 3, 5, 7, 9, 11, 13, 15 use the  
Primary Language, and Classes of Service 2, 4, 6, 8, 10, 12, 14, 16 use the  
Alternate Language.  
Prompt language  
The total message time available to a mailbox. The maximum message time is 180  
minutes. Mailboxes have a Never Full feature that lets a caller leave a message in a  
“full” mailbox. The message is stored in the mailbox, but cannot be played, copied  
or saved until a saved message is deleted.  
Mailbox message  
time  
The maximum length of an incoming message. Message length is from 1 to 30  
minutes.  
Message length  
The number of days messages are saved in a mailbox. Message retention period is  
from one to 365 days or 0 = indefinitely.  
Message retention  
period  
The maximum length of a mailbox greeting. Greeting length is from 1 to 30 minutes.  
Greeting length  
Redirects messages to another extension, telephone number or pager. Dialing  
restrictions that apply to outdial lines apply to Off-premise Message Notification.  
Off-premise Message  
Notification  
For Off-premise Message Notification, the minutes between attempts to notify the  
recipient of a new or urgent message. The retry interval is from 1 to 120 minutes.  
Retry intervals  
For Off-premise Message Notification, the number of attempts the system makes to  
notify the recipient of a new or urgent message. The number of attempts is from 1  
to 20.  
Number of attempts  
Lets a caller who reaches a mailbox transfer to an external telephone number or an  
extension.  
Outbound Transfer  
The maximum number of incorrect password attempts before a mailbox owner is  
locked out of their mailbox. The incorrect password attempts are from 4 to 20.  
Incorrect password  
attempts  
The maximum length of time a mailbox password is active. The password expiry is  
from 1 to 365 days or 0 = never expire.  
Password Expiry  
Networking  
If the Message Networking option is installed, lets callers send messages to  
mailboxes at various sites on a communication network.  
Lets subscribers set up a Personal Target Attendant. Otherwise, callers are  
directed to the Target Attendant specified in the Greeting Table.  
Target Attendant  
Call Record  
Lets subscribers use the Call Record feature. With Call Record (·°·) a  
subscriber can record an active telephone call. The recorded message is placed in  
the subscriber’s mailbox.  
The user interface used for the mailbox. There are two mailbox UI choices: Norstar  
Voice Mail (NVM) and CallPilot (CP).  
User Interface  
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20 Chapter 3 CallPilot mailboxes  
Class of Service values  
Class of Service  
1
2
3
4
5
6
7
8
Prompt language  
P
15  
3
A
15  
3
P
15  
7
A
15  
7
P
5
A
5
P
A
Mailbox message time (in minutes)  
Message length (in minutes)  
Message retention period (in days)  
Greeting length (in minutes)  
Off-premise Message Notification  
Retry intervals (in minutes)  
Number of attempts  
20  
2
20  
2
3
3
30  
1
30  
1
0
0
7
7
15  
10  
Y
15  
10  
Y
1
1
1
1
Y
5
Y
5
Y
10  
5
Y
10  
5
N
15  
7
N
15  
7
30  
9
30  
9
3
3
Outbound Transfer  
Y
9
Y
9
Y
9
Y
9
N
6
N
6
Y
Y
Incorrect pswd attempts  
Password expiry (in days)  
Networking*  
4
4
90  
Y
Y
N
90  
Y
Y
N
90  
Y
Y
N
90  
Y
Y
N
60  
N
N
N
60  
N
N
N
30  
Y
30  
Y
Target Attendant  
Y
Y
Call Record  
N
N
Mailbox UI  
The interface selected from the Installation Wizard as the primary interface.  
Class of Service  
9
10  
A
11  
P
12  
A
13  
P
14  
A
15  
P
16  
A
Prompt language  
P
Mailbox message time (in minutes)  
Message length (in minutes)  
Message retention period (in days)  
Greeting length (in minutes)  
Off-premise Message Notification  
Retry intervals (in minutes)  
Number of attempts  
10  
3
10  
3
30  
7
30  
7
120  
10  
90  
3
120  
10  
90  
3
120  
2
120  
2
365  
1
365  
1
60  
2
60  
2
45  
5
45  
5
Y
Y
N
N
Y
Y
Y
Y
5
5
10  
5
10  
5
15  
7
15  
7
30  
9
30  
9
3
3
Outbound Transfer  
Y
Y
N
N
Y
Y
Y
Y
Incorrect pswd attempts  
Password expiry (in days)  
Networking*  
9
9
9
9
6
6
4
4
90  
Y
90  
Y
90  
N
90  
N
60  
Y
60  
Y
30  
Y
30  
Y
Target Attendant  
Y
Y
N
N
Y
Y
Y
Y
Call Record  
N
N
N
N
N
N
N
N
Mailbox UI  
The interface selected from the Installation Wizard as the primary interface.  
* If the Message Networking option is installed. 0 = indefinite; never expire, P = Primary Language, A = Alternate Language  
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Chapter 3 CallPilot mailboxes 21  
Mailbox properties  
Apart from mailbox Class of Service settings, you can change these mailbox properties:  
Mailbox properties are not included in a Class of Service. When you add a mailbox, you can  
change these options without changing the Class of Service.  
Company Directory  
The Company Directory is an internal list that contains the names of mailbox owners with  
initialized mailboxes who are assigned to the directory.  
When you add a mailbox, you determine whether the mailbox appears in the Company Directory.  
Even if you do not include a mailbox in the Company Directory the mailbox owner must still  
record their name when they initialize their mailbox.  
Message Waiting Notification  
Message Waiting Notification gives subscribers a visual indication on their telephone display that  
they have new messages. Message Waiting Notification displays Message for you on a  
subscriber’s display telephone when they have a message.  
Message Waiting Notification is enabled by default. When you create Guest Mailboxes, do not  
enable Message Waiting Notification. Guest Mailboxes do not have an operating extension.  
Outdial route  
The Outdial route determines which line or line pool the system uses when a subscriber uses:  
the Reply feature to reply to a message left by an external caller  
Off-premise Message Notification  
Outbound Transfer  
The default for Outdial route is None. The values available are None, Line, Pool or Route. Until  
you assign a line or line pool as the Outdial route for a mailbox, the mailbox owner can use the  
Reply feature to reply to calls from internal extensions only, Off-premise Message Notification for  
internal extensions only and Outbound Transfer for internal extensions only.  
When you assign an Outdial route, the dialing is done by the extension the system is connected to,  
not by the display telephone.  
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22 Chapter 3 CallPilot mailboxes  
You can apply dialing restrictions to display telephones and the extensions connected to the  
system. For more information on restricting outdialing refer to “Restricting outdialing” on page  
23.  
If you set the Outdial route to anything but None, there is a potential for unauthorized  
long-distance dialing. You can prevent this by creating outdialing restrictions.  
Alternate extensions  
You can assign up to two alternate extensions to each Subscriber Mailbox. If a caller dials the main  
extension (the mailbox that has alternate extensions assigned), the call rings at the main extension  
only.  
Note: The exception to this is if alternate extensions are assigned an Answer DN for the  
main extension. Answer DNs are assigned to extensions in system programming.  
For more information refer to your system documentation.  
Only extensions that do not have a mailbox assigned can be used as an alternate extension. There  
are no default alternate extensions for Subscriber mailboxes.  
Alternate extensions receive the same Message Waiting Indication and Caller Display information  
as the primary extension. Subscribers can use the Open Mailbox feature (≤·°⁄) from  
alternate extensions to access messages from their primary extension.  
Subscribers can use the Interrupt feature (≤·°‡) on an alternate extension the same way  
the same way they use ≤·°‡ on a primary extension.  
Express Messaging Line  
When you create a Subscriber mailbox, you can assign an Express Messaging Line to it. Instead of  
assigning an extension number to the Subscriber mailbox, assign an Express Messaging Line. If  
you assign an Express Messaging Line, voice calls are left in the Subscriber Mailbox without  
ringing at the set. Inform the subscriber that they should frequently check their mailbox for  
messages because they do not receive Message Waiting Notification.  
The line used for Express Messaging must be between 1 and 500. Give the corresponding seven  
digit phone number associated with the line you assign as the Express Messaging Line to the  
subscriber. For example, if line 20 is the Express Messaging Line and the corresponding phone  
number is 555-2424, give this phone number to the subscriber. After you assign a line to a  
mailbox, you cannot use the line for another function until you remove it from the mailbox.  
The prime set for the Express Messaging Line must be set to the voicemail DN. For more  
information refer to your system documentation. The Express Messaging default is none.  
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Chapter 3 CallPilot mailboxes 23  
Call Screening  
Call Screening lets subscribers determine who is calling before they accept a call. Call Screening  
is useful if there is no Caller ID available. The system records the caller’s name, calls the  
subscriber’s telephone, announces the name of the caller and offers options such as accepting the  
call or taking a message.  
Call Screening applies to external calls dialed by callers using the extension dialing facilities of the  
Automated Attendant or Custom Call Routing (CCR). Call Screening does not apply to internal  
calls, or external calls routed using a CCR Transfer node or placed to a mailbox owner’s dedicated  
line. If a caller is calling from a line for which the mailbox owner has recorded a Personal Mailbox  
Greeting, Call Screening is bypassed and the call transfers without delay.  
If Call Screening is enabled, CallPilot calls a mailbox owner’s telephone that is call forwarded.  
The default for Call Screening is No, which means that unless subscribers have Calling Line  
Identification (CLID) they cannot determine who is calling before they answer the call.  
Restricting outdialing  
You can apply dialing restrictions to Nortel Networks Business Series Terminals and the  
extensions connected to CallPilot 150.  
To restrict outdialing  
Do one of the following:  
In system programming, assign dialing restrictions to the extension numbers that CallPilot is  
connected to. This restricts all outdialing calls including external transfers from CCR trees,  
Off-premise Message Notification and Outbound Transfers. Outdialing is done by the  
extension that CallPilot is connected to. For more information refer to your system  
documentation.  
In system programming, assign dialing restrictions to the extension of the subscriber. For  
additional information, refer to your system documentation.  
In system programming, assign dialing restrictions to the lines used for outdialing. For  
additional information, refer to your system documentation.  
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24 Chapter 3 CallPilot mailboxes  
Initializing a mailbox  
Initializing a mailbox prepares the mailbox to receive messages. A mailbox cannot receive and  
store messages and does not appear in the Company Directory until it is initialized.  
Initializing a mailbox involves:  
choosing a password from four to eight digits long that does not start with zero  
changing the default password to the new password  
recording the mailbox owner’s name in the Company Directory  
To initialize a mailbox  
1
Press ·°⁄.  
2
3
Log on by following the voice prompts.  
Must change pswd  
This display appears briefly to indicate that you must change your  
password.  
Pswd:  
RETRY  
4
Enter a new password from four to eight digits long that does not  
start with zero.  
OK  
Press OK or £.  
Again:  
RETRY  
5
6
Reenter your new mailbox password and press OK or £.  
OK  
OK  
Record name:  
RETRY  
At the tone, record your name in the Company Directory.  
Include your mailbox number in the recording, For example, “Pat  
Smith, mailbox 5813.”  
Press OK or £ to end the recording.  
Accept name:  
RETRY PLAY  
7
8
Press OK or £ to accept the recording  
or  
press PLAY or to listen to the recording  
or  
OK  
press RETRY or ¤ to re-record your name.  
Press ® to end the session.  
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25  
Chapter 4  
Working with mailboxes  
Adding a Subscriber mailbox  
Assign all Subscriber mailboxes mailbox numbers that begin with the same digit. This helps you to  
identify the mailbox type. If the system times out before you enter all the values for a mailbox, use  
the procedures in “Changing a mailbox” on page 32 to finish setting up the mailbox.  
To add a Subscriber mailbox  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
7
8
Press MBOX.  
AA  
OTHR  
CHNG  
QUIT  
Mailbox Admin  
ADD  
Press ADD.  
DEL  
Mbox:  
RETRY  
Enter the mailbox number.  
Press OK.  
Type:subscriber  
NEXT  
OK  
Ext:  
RETRY  
Enter the extension number.  
Enter a Class of Service from 1 to 16.  
OK  
Service class:  
RETRY  
OK  
OK  
Name:  
RETRY  
Enter the mailbox owner’s last name, press ££, enter the mailbox  
owner’s first name or initial, and then press OK.  
BKSP  
The name can be a maximum of 16 characters.  
For information on entering names using the telephone dialpad,  
Directory?  
9
Press YES if you want the Subscriber’s name to be included in the  
Company Directory.  
YES  
NO  
Msg waiting?  
10 Press YES if you want the Subscriber to have Message Waiting  
YES  
NO  
Notification.  
Outdial: <none>  
CHNG  
11 Press NEXT if you do not want to assign outdialing and go to step 15  
NEXT  
or  
press CHNG.  
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26 Chapter 4 Working with mailboxes  
Outdial: <line>  
CHNG  
12 Press NEXT if you want to use a line  
NEXT  
OK  
or  
press CHNG if you want to use a line within a line pool.  
xxxx:  
RETRY  
13 Enter the Line or Pool number and press OK.  
Line numbers must be between 1 and 500.  
Although line pools are labelled by a letter such as A, B or C,  
CallPilot accepts only numbers. If you enter a line pool use 1 for A,  
2 for B, 3 for C, and so on.  
Accept: x  
RETRY  
14 Press OK.  
OK  
Alt1 ext:(none)  
CHNG  
15 Press CHNG if you want to assign an Alternate extension  
NEXT  
or  
press NEXT if you do not want to assign an Alternate extension and  
go to step 21.  
Alt1 ext:  
RETRY  
16 Enter the Alternate extension and press OK.  
OK  
Alt1 ext: xx  
CHNG  
17 Press NEXT.  
NEXT  
NEXT  
Alt2 ext: (none)  
CHNG  
18 Press CHNG if you want to assign another Alternate extension  
or  
press NEXT and go to step 21.  
This display does not appear unless you assigned an Alternate  
extension.  
Alt2 ext:  
RETRY  
19 Enter the second Alternate extension and press OK.  
OK  
Alt2 ext:xx  
CHNG  
20 Press NEXT.  
NEXT  
NEXT  
Msg line: (none)  
CHNG  
21 Press CHNG to assign an Express Messaging Line  
or  
press NEXT and go to step 24.  
Msg line:  
RETRY  
22 Enter an Express Messaging Line number between 1 and 500  
OK  
and press OK.  
Msg line: xx  
CHNG  
23 Press NEXT.  
NEXT  
NEXT  
Xfers:blind  
CHNG  
24 Press NEXT  
or  
press CHNG if you want to enable Call Screening.  
Mailbox Admin  
25 Press ® to end the session.  
ADD  
DEL  
CHNG  
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Chapter 4 Working with mailboxes 27  
Adding a Guest mailbox  
Assign all Guest mailboxes mailbox numbers that begin with the same digit. This helps you to  
identify the mailbox type.  
To add a Guest mailbox  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
7
8
Press MBOX.  
AA  
OTHR  
CHNG  
QUIT  
Mailbox Admin  
ADD  
Press ADD.  
DEL  
Mbox:  
RETRY  
Enter the Guest Mailbox number.  
Press OK.  
Type:subscriber  
NEXT  
OK  
Ext:  
RETRY  
Press OK or £.  
OK  
Service class:  
RETRY  
Enter a Class of Service from 1 to 16.  
OK  
OK  
Name:  
RETRY  
Enter the mailbox owner’s last name, press ££, enter the mailbox  
owner’s first name or initial, and then press OK.  
BKSP  
For information on entering names using the telephone dialpad,  
Directory?  
YES NO  
9
Press YES if you want to include the mailbox owner’s name in the  
Company Directory.  
Msg waiting?  
YES NO  
10 Press NO.  
Outdial:<none>  
CHNG  
11 Press .  
NEXT  
Mailbox Admin  
12 To add another Guest Mailbox, repeat steps 3 through 11  
ADD  
DEL  
CHNG  
or  
press ® to end the session.  
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28 Chapter 4 Working with mailboxes  
Adding an Information mailbox  
Assign all Information mailboxes mailbox numbers that begin with the same digit. This helps you  
identify the mailbox type. Assign a Class of Service that has the maximum message length. To  
accommodate an average Information Mailbox recorded message, assign a Class of Service of  
either 7 or 8. These Classes of Service have a greeting length of 10 minutes.  
To add an Information mailbox  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
7
8
Press MBOX.  
AA  
OTHR  
CHNG  
QUIT  
Mailbox Admin  
ADD  
Press ADD.  
DEL  
Mbox:  
RETRY  
Enter the Information Mailbox number.  
Press NEXT.  
Type: subscriber  
NEXT  
OK  
Type:information  
NEXT  
Press OK.  
OK  
Service class:  
RETRY  
Enter a Class of Service from 1 to 16.  
OK  
Name:  
NEXT  
Enter the mailbox name and press OK.  
For information on entering names using the telephone dialpad,  
BKSP  
OK  
Directory?  
YES NO  
9
Press YES if you want to include the mailbox name in the Company  
Directory.  
Mailbox Admin  
10 Repeat steps 4 through 10 to add another Information Mailbox  
ADD  
DEL  
CHNG  
or  
press ® to end the session.  
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Chapter 4 Working with mailboxes 29  
Adding many mailboxes  
You can save time by creating multiple mailboxes when you set up CallPilot 150 for the first time,  
or when you need to add a large number of mailboxes to the CallPilot system. Adding many  
mailboxes creates Subscriber mailboxes for the range of extensions that you define. You must use  
extensions that are not already assigned to mailboxes. You can add mailboxes only for the amount  
of working telephone numbers that have specific extensions on your system.  
To make the most effective use of adding multiple mailboxes, identify people who need a  
non-standard Subscriber mailbox. Create these mailboxes individually. Use Add Many Mailboxes  
to add the remaining mailboxes.  
The mailboxes you create using Add Many Mailboxes have these characteristics:  
the mailbox number is the same as the extension number  
Class of Service is the same for all mailboxes  
the Call Screening setting is the same for all mailboxes  
the mailbox name is taken from the extension names assigned on your system.  
If extension names are not programmed, the mailbox number is used  
the Message Waiting Notification property is the same for all mailboxes  
the Outdial route is the same for all mailboxes  
the Display in Directory property is the same for all mailboxes  
The mailboxes created are uninitialized and ready for initialization by mailbox owners.  
A mailbox is not created if:  
a mailbox with the same number already exists  
the extension is used by another mailbox  
the extension is a CallPilot voice port  
To add multiple mailboxes  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
RETRY  
OK  
and then press OK.  
Admin  
MBOX  
2
Press flfl.  
AA  
OTHR  
This option does not appear as a display button option.  
Create mboxes  
3
4
5
This display appears briefly.  
From ext:  
RETRY  
Enter the extension number to start creating mailboxes from.  
Enter the extension number to stop creating mailboxes at.  
QUIT  
QUIT  
To ext:  
RETRY  
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30 Chapter 4 Working with mailboxes  
Service class:  
RETRY  
6
7
Enter a Class of Service from 1 to 16.  
OK  
Outdial: <none>  
CHNG  
Press NEXT if you do not want to assign outdialing and go to step 11  
or  
NEXT  
press CHNG.  
Outdial: <line>  
CHNG  
8
9
Press NEXT if you want to use a line  
or  
press CHNG if you want to use a line within a line pool.  
NEXT  
OK  
xxxx:  
RETRY  
Enter the Line or Pool number and press OK.  
Line numbers must be between 1 and 500.  
Although line pools are labelled by a letter such as A, B or C,  
CallPilot accepts only numbers. If you enter a line pool use 1 for A,  
2 for B, 3 for C, and so on.  
Accept: x  
RETRY  
10 Press OK.  
OK  
Xfers:blind  
CHNG  
11 Press NEXT  
NEXT  
or  
press CHNG to enable Call Screening for the mailboxes.  
Proceed?  
YES  
12 Press YES.  
QUIT  
Checking xx  
13 The display shows the numbers of the mailboxes that are being  
created.  
Created x mbox  
14 Press OK to end the session.  
OK  
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Chapter 4 Working with mailboxes 31  
About mailbox passwords  
Each mailbox is protected by a password established by the mailbox owner. When you add a  
mailbox to CallPilot Manager, the password 0000 is assigned. This is the default password.  
To use a mailbox, a mailbox owner must change the default password. The new password must be  
four to eight digits in length and cannot start with a zero.  
If a mailbox owner cannot remember the password, you can reset the password to the default  
password 0000. Refer to “To change a mailbox” on page 32.  
Warning: Change the System Administrator password frequently to minimize the  
risk of unauthorized activity.  
Incorrect password lock-out  
In its Class of Service each mailbox is assigned a maximum number of incorrect password  
attempts. CallPilot records the number of incorrect attempts from the last time the mailbox was  
accessed successfully. If the number is exceeded, the mailbox owner is “locked-out”. The mailbox  
cannot be opened until the password is reset. Refer to “To change a mailbox” on page 32.  
Password expiry  
In its Class of Service each mailbox is assigned the maximum number of days a password remains  
active. If the maximum number of days is exceeded, the mailbox password expires. The mailbox  
owner can open the mailbox, but cannot access messages or perform other mailbox functions until  
they change the password. Unless the telephone has a two-line display, this announcement plays  
when the mailbox is opened after the password expires:  
Your current password has expired. You must change your password.  
Please enter your new password and press £.”  
After the new password is entered the mailbox returns to normal operation.  
Warning: Set the Class of Service for password expiry to a low value so that mailbox  
owners must changed their password frequently. A mailbox with a Class of Service  
with a high or indefinite password expiry interval setting is vulnerable to unauthorized  
access.  
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32 Chapter 4 Working with mailboxes  
Changing a mailbox  
After you add a mailbox, you can change the mailbox:  
password  
extension  
Class of Service  
display name  
appearance in the Company Directory  
Message Waiting Notification  
outdial route  
Alternate extension  
Express Messaging Line  
Call Screening  
Note: Reset a password only if the mailbox owner forgets it or is “locked-out”. The  
password for a reset mailbox is 0000. Mailbox owners cannot access their messages until  
they change the default password. After you reset a mailbox password, tell the mailbox  
owner to change the default password as soon as possible. While the mailbox has the  
default password, the mailbox is vulnerable to unauthorized access.  
To change a mailbox  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
RETRY  
OK  
and then press OK.  
Admin  
MBOX  
2
3
4
Press MBOX.  
AA  
OTHR  
CHNG  
QUIT  
Mailbox Admin  
ADD  
Press CHNG.  
DEL  
Mbox:  
DIR  
Enter the mailbox number or press DIR to use the Company  
Directory.  
Password  
RESET  
5
If you want to change the password press RESET  
or  
NEXT  
press NEXT to change other mailbox settings and go to step 8.  
Password reset  
6
7
The password is reset.  
Password  
RESET  
Press NEXT to change other mailbox settings  
or  
NEXT  
press ® to end the session.  
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Chapter 4 Working with mailboxes 33  
Ext: xx  
CHNG  
8
9
If you want to change the extension number, press CHNG  
or  
press NEXT and go to step 10.  
NEXT  
Ext: xx  
RETRY  
Enter the new extension number and press NEXT.  
QUIT  
Service class:x  
CHNG  
10 If you want to change the Class of Service, press CHNG  
NEXT  
or  
press NEXT and go to step 12.  
Service class: x  
RETRY  
11 Enter a Class of Service from 1 to 16 and press NEXT.  
OK  
<mbox owner name>  
12 If you want to change the mailbox owner’s display name press CHNG  
CHNG  
NEXT  
or  
press NEXT and go to step 15.  
xxxxx, xx  
RETRY  
13 Enter the mailbox owner’s last name, press ££, enter the  
mailbox owner’s first name or initial, and then press OK.  
For information on entering names using the telephone dialpad,  
BKSP  
OK  
xxxxx, xx  
CHNG  
14 Press NEXT.  
NEXT  
NEXT  
Directory:Y  
CHNG  
15 If you want to change whether the mailbox owner’s name is  
included in the Company Directory, press CHNG  
or  
press NEXT and go to step 17.  
16 Press NEXT.  
CHNG  
NEXT  
NEXT  
Msg waiting:Y  
CHNG  
17 If you want to change message waiting notification for the mailbox  
press CHNG  
or  
press NEXT.  
Outdial: <xxxx>  
CHNG  
18 Press CHNG if you want to change the outdial method  
NEXT  
or  
press NEXT and go to step 27.  
Outdial: <xxxx>  
CHNG  
19 Press NEXT if you want to use the outdial method shown on the  
NEXT  
display  
or  
press CHNG if you want choose another outdial method.  
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34 Chapter 4 Working with mailboxes  
xxxx:  
RETRY  
20 Enter the Line or Pool number and press OK.  
OK  
Line numbers must be between 1 and 500. Although line pools have  
a letter such as A, B or C, CallPilot accepts only numbers. If you  
enter a line pool use 1 for A, 2 for B, 3 for C, and so on.  
Accept: x  
RETRY  
21 Press OK.  
OK  
Steps 22 through 26 appear only if the mailbox has Alternate  
extensions. If not, go to step 27.  
Alt1 ext: xx  
CHNG  
22 If you want to change or delete the first Alternate extension press  
NEXT  
CHNG  
or  
if you want to change the second Alternate extension press NEXT and  
go to step 25.  
Alt1 ext:  
RETRY  
23 If you want to delete the first Alternate extension, press £  
or  
OK  
if you want to change the Alternate extension, enter the new  
extension number and press OK.  
Alt1 ext: xx  
CHNG  
24 Press CHNG to change the second Alternate extension.  
NEXT  
OK  
Alt2 ext:xxx  
RETRY  
25 If you want to delete the second Alternate extension, press £.  
The display shows: Alt2 ext: (none)  
or  
if you want to change the second Alternate extension number enter  
the new extension number and press OK.  
Alt2 ext appears only if Alternate extension 1 is assigned.  
Alt2 ext:xxx  
RETRY  
26 Press NEXT.  
OK  
Msg line:xxx  
CHNG  
27 Press CHNG to change or assign an Express Messaging Line  
NEXT  
or  
press NEXT and go to step 29.  
Msg line:  
RETRY  
28 Enter an Express Messaging Line number between 1 and 500  
OK  
and press OK.  
Msg line: xx  
CHNG  
29 Press NEXT.  
NEXT  
NEXT  
Xfers:blind  
CHNG  
30 Press CHNG if you want to change the call screening status  
or  
press NEXT and go to step 30.  
Xfers:screened  
CHNG  
31 Press NEXT.  
NEXT  
Mailbox Admin  
32 Press ® to end the session.  
ADD  
DEL  
CHNG  
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Chapter 4 Working with mailboxes 35  
Deleting a mailbox  
Before you delete a mailbox, ensure the mailbox owner has listened to all their messages. When a  
mailbox is deleted, all messages stored in that mailbox are deleted and the mailbox is deleted  
automatically from the Company Directory and all Group Lists.  
If you are deleting a mailbox associated with a CCR Tree, make sure you remove the mailbox from  
the CCR Tree first. If you do not delete the mailbox, the message Mbox in CCRappears on your  
display.  
You cannot delete a mailbox if:  
it is currently in use  
it is used in a CLID table or a CCR Tree  
it is the System Administrator or the General Delivery Mailbox  
To delete a mailbox  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
Press MBOX.  
AA  
OTHR  
CHNG  
QUIT  
Mailbox Admin  
ADD  
Press DEL.  
DEL  
Mbox:  
DIR  
Enter the number of the mailbox you want to delete  
or  
press DIR to use the Company Directory.  
<Mbox ow ner name>  
5
6
7
Press DEL.  
DEL  
QUIT  
Mailbox deleted  
This display appears briefly.  
Mailbox Admin  
Press DEL to delete additional mailboxes  
or  
ADD  
DEL  
CHNG  
press ® to end the session.  
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36 Chapter 4 Working with mailboxes  
About Group Lists  
You can create a maximum of 99 Group Lists on your system. Each Group List can contain a  
maximum of 300 mailboxes. Before you add Group Lists, prepare a group mailbox member list.  
This list must contain:  
the Group List name – maximum 16 characters long  
the mailbox numbers to include in the group  
After you create a Group List, you can change the mailboxes included in the list, record a new list  
name, view the Group List, or delete the Group List.  
About Sending Group List messages  
You can send a Group List message whenever you want to notify a group of people about an event  
or notice that pertains to them. When a subscriber sends a message to the Group List, the  
subscriber does not receive the message.  
For instructions on how to send a Group List message to a Voice Group List, refer to the CallPilot  
Reference Guide.  
About Group List Numbers  
During system installation, a number from 0 to 9 (default 9) is assigned as the Group List leading  
digit. For example, the default Group List numbers are 901 to 999. If the leading digit is 5, the  
Group List numbers are 501 to 599. Group List numbers are three digits long.  
You can change the Group List leading digit. For more information on changing the Group List  
leading digit, refer to “Group List leading digit” on page 98.  
The Group List number acts like a mailbox number when you leave a message for the mailboxes in  
the Group List. The table below shows two sample Group Lists.  
This table shows an example of a Group List  
Group List number  
Name  
Mailbox number  
901  
Sales  
224  
223  
233  
227  
221  
902  
Shipping  
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Chapter 4 Working with mailboxes 37  
Adding a Group List  
A mailbox must be initialized before you can add it to a Group List. For information on how to  
initialize a mailbox, refer to “Initializing a mailbox” on page 24.  
To add a Group List  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press GLIST.  
Press ADD.  
AA  
OTHR  
OTHR  
Admin  
GLIST  
CCR  
Group List Admin  
ADD DEL  
CHNG  
OK  
GList: xxx  
Press OK.  
CallPilot assigns a Group List number automatically.  
Record name:  
RETRY  
6
At the tone, record the Group List name and press OK to end the  
recording.  
This Group List name is played to any caller who leaves a message  
for the mailboxes in the group.  
OK  
OK  
Accept name?  
7
To listen to your recording, press PLAY  
or  
RETRY  
PLAY  
to accept the recording, press OK  
or  
to record the name again, press RETRY.  
Name:  
RETRY  
8
9
Enter the Group List name (maximum 16 characters) and press OK.  
BSKP  
OK  
Mbox:  
DIR  
Enter the number of the first mailbox you want to include in the  
Group List.  
QUIT  
If you do not know the number of the mailbox, press DIR to search  
the Company Directory.  
xxxx, xx  
RETRY  
10 Press ADD.  
ADD  
Member added  
11 This display appears briefly.  
Mbox:  
DIR  
12 To add additional mailboxes to the Group List, repeat steps 10  
QUIT  
through 12  
or  
Press ® to end the session.  
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38 Chapter 4 Working with mailboxes  
Changing a Group List  
At any time you can:  
change a Group List display name  
add, delete or view Group List members  
You cannot change a Group List number. To change a Group List number, you must delete the  
Group List and add new member mailbox numbers as a new Group List. For more information,  
To change a Group List  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
Press OTHR.  
AA  
OTHR  
Admin  
GLIST  
Press GLIST.  
CCR  
Group List Admin  
ADD  
Press CHNG.  
DEL  
CHNG  
QUIT  
NEXT  
GList:  
RETRY  
Enter the number of the Group List you want to change.  
xxxxxxx  
CHNG  
To change the Group List name, press CHNG.  
or  
press NEXT and go to step 9.  
Name:  
RETRY  
7
8
9
Enter the new Group List name and press OK.  
BKSP  
OK  
xxxxxx  
CHNG  
Press NEXT.  
NEXT  
NEXT  
Recorded name:  
REC PLAY  
To change the recorded Group List name, press REC  
or  
press NEXT and go to step 12.  
Record name:  
RETRY  
10 At the tone, record the new Group List name and press OK.  
OK  
OK  
Accept name?  
11 To listen to your recording, press PLAY  
RETRY  
PLAY  
or  
to accept the recording, press OK  
or  
to re-record the name, press RETRY.  
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Chapter 4 Working with mailboxes 39  
GList members  
12 Press ADD to add a mailbox number to the Group List  
ADD  
DEL  
VIEW  
or  
press DEL to delete a mailbox number from the Group List  
or  
press VIEW to view the members of the Group List.  
Mbox:  
DIR  
13 Enter the number of the mailbox you want to add or delete.  
QUIT  
VIEW  
GList members  
ADD DEL  
14 After you make the changes you want to the make to the Group List,  
press ® to end the session.  
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40 Chapter 4 Working with mailboxes  
Deleting a Group List  
You can delete a Group List at any time. When you delete a Group List, the Group List number is  
re-assigned by CallPilot the next time you add a Group List. Deleting a Group List does not delete  
any mailboxes from the CallPilot system.  
To delete a Group List  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
7
8
Press OTHR.  
AA  
OTHR  
OTHR  
Admin  
GLIST  
Press GLIST.  
CCR  
Group List Admin  
ADD  
Press DEL.  
DEL  
CHNG  
QUIT  
GList:  
RETRY  
Enter the number of the Group List you want to delete.  
Press DEL.  
<Group List Name>  
DEL  
QUIT  
GList deleted  
This display appears briefly.  
Press ® to end the session.  
Group List Admin  
ADD  
DEL  
CHNG  
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41  
Chapter 5  
Setting up the Automated Attendant  
About the Automated Attendant  
The Automated Attendant answers your company’s incoming phone lines with a prerecorded  
greeting selected from the Greeting Table, according to the time of day.  
You can record and assign different greetings to the Greeting Table. You can specify which  
greetings play for particular lines. For example, you can program the system so that callers hear  
one greeting when they call the sales line, and a different greeting when they call the customer  
support line.  
After the greeting, the Automated Attendant Menu offers a range of options that callers can select  
using the dialpad of their phone. If you want to offer a greater range of options and services for  
incoming calls, you can assign a Custom Call Routing (CCR) menu to play instead of the  
Automated Attendant Menu. See “Planning and designing a CCR Tree” on page 58 for  
information on creating a CCR menu.  
Automated Attendant answering overview  
Incoming call  
Automated Attendant  
answers  
Receptionist  
answers  
Company Greeting  
plays  
Custom Call Routing  
Home Menu plays  
Automated Attendant  
Menu plays  
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42 Chapter 5 Setting up the Automated Attendant  
Greeting Tables  
Greeting Tables store the recordings played by the Automated Attendant to incoming callers.  
CallPilot has four Greeting Tables.  
You can record a total of 40 Company Greetings, but only four greetings can be assigned to a  
Greeting Table at any one time. You can assign the same four greetings to each table, or you can  
assign unique greetings for each table.  
This table shows an example of how you can assign Greetings.  
Greeting Type  
Table 1  
Table 2  
Table 3  
Table 4  
Morning  
Greeting 1  
Greeting 2  
Greeting 3  
Greeting 4  
Greeting 17  
Greeting 18  
Greeting 19  
Greeting 20  
Greeting 5  
Greeting 6  
Greeting 7  
Greeting 8  
Greeting 21  
Greeting 22  
Greeting 23  
Greeting 24  
Greeting 9  
Greeting 13  
Greeting 14  
Greeting 15  
Greeting 16  
Greeting 29  
Greeting 30  
Greeting 31  
Greeting 32  
Afternoon  
Evening  
Greeting 10  
Greeting 11  
Greeting 12  
Greeting 25  
Greeting 26  
Greeting 27  
Greeting 28  
Non-business  
Morning  
Afternoon  
Evening  
Non-business  
We recommend using greetings 1 through 16 as your daily business greetings, and greetings 17  
through 40 as special greetings.  
Each Greeting Table is divided into four times of day.  
This table shows the default times of day.  
Greeting Type  
Default start times  
Morning  
12:00 am  
12:00 pm  
6:00 pm  
Afternoon  
Evening  
Non-business  
6:00 pm  
If default hours are used, the Evening Greeting is not played.  
The Non-business Greeting can be turned on and off using the Business Status  
feature.  
Greeting Tables using the alternate language  
If you use primary and alternate languages, we recommend that you assign one Greeting Table to  
the alternate language. For example, if your company has two incoming lines and you want to have  
one line assigned to the alternate language, assign the line to the Greeting Table that has greetings  
recorded in the alternate language. You can record greetings 5, 6, 7 and 8 in the alternate language  
and assign the greetings to Greeting Table 2 for line 2.  
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Chapter 5 Setting up the Automated Attendant 43  
About Company Greetings  
Before you record your Company Greetings, decide what type of greetings you want to use for the  
incoming phone lines, and what you want the greetings to say. There are four greeting times that  
reflect the Morning, Afternoon, Evening and Non-business hours. You can prepare four greetings,  
or you can use the same greeting for each time of day. As you record the greetings, number them  
from 1 to 4. An example greetings for each time of day:  
1
2
3
4
Morning Greeting: “Good morning. You have reached Touchstone Marketing.”  
Afternoon Greeting: “Good afternoon. You have reached Touchstone Marketing.”  
Evening Greeting: “Good evening. You have reached Touchstone Marketing.”  
Non-business Greeting: “You have reached Touchstone Marketing. Our business hours are  
Monday to Friday from 8:00 a.m. to 5:00 p.m. Please stay on the line and leave a message.  
Thank you for calling.”  
Greetings 1 through 4 are assigned by default to all Greeting Tables. This means that Greeting 1  
plays as the Morning Greeting for Greeting Table 1, 2, 3 and 4.  
If you use only one Greeting Table, the numbered greetings you record from 1 to 4 play  
automatically. You do not have to assign Greetings 1 to 4 to the table, but you must select the  
language preference.  
If you use a Primary and Alternate Language, record the option · instruction in both languages.  
For example, if you use English as your Primary Language and French as your Alternate  
Language, your main greeting can be in English and the option · instruction can be in French.  
For example:  
Good morning. This is Touchstone Marketing. To use our voice messaging service in French,  
please press ·.”  
Since the default Automated Attendant Menu prompt does not announce an Alternate Language  
option, in your greeting you must tell callers to press · to use the Alternate Language.  
Company Greetings can be 0 to 10 minutes in duration. If you need to change the greeting  
duration, you must change the Class of Service assigned to the System Administrator Mailbox. For  
information on how to change the setting, refer to “Changing a mailbox” on page 32.  
After you decide what you want your greetings to say, practice recording them. Remember to speak  
slowly and clearly at a pace that is easy to understand.  
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44 Chapter 5 Setting up the Automated Attendant  
Recording a Greeting  
Do not use Handsfree to record your company Greetings.  
Speak directly into the phone handset.  
To record a company Greeting  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
Press AA.  
AA  
OTHR  
Auto Atdt Admin  
GRTG TABLE LINES  
Press GRTG.  
Press GRTG.  
Greeting admin  
GRTG  
AA  
OK  
Greeting:  
RETRY  
Enter the number of the Greeting you want to record (from 1 to 40)  
and press OK.  
Greeting <X>  
RETRY PLAY  
6
Press REC. At the tone, record your greeting.  
Do not hang up the handset when you are finished recording.  
REC  
OK  
Record greeting:  
RETRY  
7
8
Press OK to end your recording.  
Accept greeting?  
To listen to the greeting, press PLAY  
or  
RETRY  
PLAY  
OK  
to accept the recording, press OK  
or  
to re-record the greeting, press RETRY.  
Repeat steps 5 through 9 if you want to record another greeting.  
9
Press ® to end the session.  
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Chapter 5 Setting up the Automated Attendant 45  
Setting up a Greeting Table  
To set up a Greeting Table you:  
can record a Custom prompt if you want to replace the Automated Attendant Menu  
assign Greetings for each time of day to the Greeting Tables  
assign a language preference if you use bilingual operation  
assign a Greeting Table Attendant  
assign a CCR Tree  
set your company’s Business Hours  
Note: You must build a CCR Tree before you can assign it to a Greeting Table. For  
information on building a CCR Tree, refer to “Building a CCR Tree” on page 63.  
You can record a Custom prompt to replace the Automated Attendant  
Menu prompt. We recommend that you record prompts that are at least  
eight seconds long.  
Custom prompts  
In the Custom prompt you can provide the caller with a list of options such  
as choosing the alternate language, accessing the Company Directory and  
reaching an operator. You can record a Primary and an Alternate Custom  
prompt for each Greeting Table.  
Greeting  
For each Greeting Table you can assign what Greeting plays for each time  
of day.  
Language preference  
You can set the language preference for each Greeting Table. This setting  
determines which language the Automated Attendant uses when  
answering incoming calls. If the CallPilot bilingual option is not enabled,  
you cannot set up a language preference.  
Greeting table attendant  
CCR Tree  
A Greeting Table Attendant overrides the designated Operator. If the  
Attendant does not answer, the call goes to the destination mailbox, or the  
General Delivery Mailbox if not destination mailbox is assigned.  
For each Greeting Table you can assign a CCR Tree for each time of day.  
Assigning a CCR Tree to a Greeting Table is optional. You must build a  
CCR Tree before you can assign it to a Greeting Table.  
If you do not assign a CCR Tree to a Greeting Table the caller hears the  
greeting you assign and then hears the Auto Attendant menu.  
If you assign a CCR Tree to a Greeting Table the caller hears the greeting  
you assign and then hears the CCR Tree menu.  
Business hours  
Setting the Business Hours determines when each greeting is played for  
each Greeting Table. Business Hours are divided into Morning, Afternoon,  
Evening, and Non-business categories for each of the seven days of the  
week for each Greeting Table.  
To set up the days when your business is not open, set all the start times to  
12:00 a.m. This ensures that the Non-business greeting plays throughout  
the day.  
The Non-business greeting can also be turned on and off using the  
Business Status feature. When the Business Status is set to Off, the  
Non-business greeting continues to play until you set the Business Status  
to On.  
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46 Chapter 5 Setting up the Automated Attendant  
To set up a Greeting Table  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
RETRY  
OK  
and then press OK.  
Admin  
MBOX  
2
3
4
5
6
Press AA.  
AA  
OTHR  
Auto Atdt Admin  
GRTG TABLE LINES  
Press TABLE.  
Grtg table:  
RETRY  
Enter a Greeting Table number from 1 to 4 and press OK.  
OK  
OK  
AA menu prompt: Y  
CHNG  
Press CHNG.  
Prompt: pri  
PLAY  
Press REC.  
REC  
QUIT  
At the tone, record your primary Custom prompt. Speak slowly and  
clearly, at a pace that is easy to understand.  
Record prompt:  
RETRY  
7
8
Press OK.  
OK  
OK  
Accept prompt?  
To accept the recording, press OK  
or  
RETRY  
PLAY  
to re-record the prompt press, RETRY.  
AA menu prompt:N  
CHNG REC  
9
Press OK.  
OK  
Morning:1  
CHNG PLAY NEXT  
10 Press CHNG to assign a new greeting number to this Greeting Table  
or  
press NEXT to go to step 13, the afternoon greeting.  
Greeting:  
RETRY  
11 Enter a greeting number from 1 to 40 and press OK.  
OK  
Morning:<x>  
12 Press NEXT.  
CHNG  
PLAY  
NEXT  
Afternoon:2  
CHNG PLAY  
13 To continue assigning the Afternoon, Evening and Non-business  
Greetings to the Greeting Table, repeat steps 10 through 12  
or  
NEXT  
Evening:3  
CHNG PLAY  
if you are finished assigning Greetings, press NEXT until you see the  
display in step 14 that you can assign a language preference from.  
NEXT  
Non-business:4  
CHNG PLAY  
NEXT  
If you do not have the bilingual option enabled, the steps for setting  
a language preference are not available and you go to step 16.  
Lang pref: pri  
CHNG  
14 If you want to change the language preference for the Greeting  
NEXT  
Table, press CHNG  
or  
if you do not want to change the language preference press NEXT.  
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Chapter 5 Setting up the Automated Attendant 47  
Lang pref: alt  
CHNG  
15 Press NEXT.  
NEXT  
Atdt: (none)  
CHNG  
16 Press CHNG.  
NEXT  
Ext:  
RETRY  
17 Enter the extension of the Greeting Table Attendant.  
QUIT  
Atdt: <xx>  
CHNG  
18 Press NEXT.  
NEXT  
To return the Greeting Table Attendant back to none after an  
extension has been entered, you must press CHNG and then £.  
Morn CCR tree:NO  
CHNG  
19 Press NEXT.  
NEXT  
You must build a CCR Tree before you can assign it to a Greeting  
Table. For more information, refer to “Building a CCR Tree” on  
Aftn CCR tree:NO  
CHNG  
20 Press NEXT.  
21 Press NEXT.  
22 Press NEXT.  
NEXT  
NEXT  
NEXT  
NEXT  
Eve CCR tree:NO  
CHNG  
NBus CCR tree:NO  
CHNG  
Mo morn:12:00 am  
23 Press CHNG  
CHNG  
DAY  
or  
press DAY to change the display to the morning of the next day.  
Enter hhmm:  
RETRY AM  
24 Enter the Monday Morning start time and  
PM  
press AM or PM.  
This is a four-digit field. Any single-digit hour must be preceded by  
a zero.  
Mo morn:<8:00>am  
CHNG DAY NEXT  
25 Press NEXT.  
Mo aftn: 12:00 pm  
CHNG DAY NEXT  
26 Press CHNG.  
Enter hhmm:<1201>  
RETRY AM  
27 Enter the Monday Afternoon start time and  
PM  
press AM or PM.  
Mon aft: 12:01 pm  
CHNG DAY  
28 Press NEXT.  
NEXT  
Mo eve:<06:00>pm  
CHNG DAY NEXT  
29 Press CHNG.  
Enter hhmm:<0601>  
30 Enter the Monday Evening start time and  
RETRY  
AM  
PM  
press AM or PM.  
Mo eve: <0601>pm  
CHNG DAY  
31 Press NEXT.  
NEXT  
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48 Chapter 5 Setting up the Automated Attendant  
Mo nonb: <600> pm  
32 Press CHNG.  
CHNG  
DAY  
NEXT  
Enter hhmm:<0901>  
RETRY AM PM  
33 Enter the Non-business start time and press AM or PM.  
34 Press DAY.  
Mo nonb: <09:01> pm  
CHNG DAY NEXT  
Tu morn:<12:00am  
35 Repeat steps 23 through 34 for each day of the week.  
CHNG  
DAY  
NEXT  
36 Press to return to the Auto Atdt Admin display and continue  
setting up Greeting Tables  
or  
press ® to end the session.  
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Chapter 5 Setting up the Automated Attendant 49  
Configuring line answering  
CallPilot can answer all of your incoming lines, or just the lines you specify. Before CallPilot can  
answer an incoming line, you must assign the line and set the Answer status to Yes. Each line you  
add is answered by Greeting Table 1, unless you specify another table.  
To configure how a line is answered  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
7
8
9
Press AA.  
AA  
OTHR  
Auto Atdt Admin  
GRTG TABLE LINES  
Press LINES.  
Line number:  
RETRY  
Enter the number of the line you want to configure and press OK.  
Press CHNG to toggle the Answer status from N to AA.  
Press TABLE.  
OK  
NEXT  
NEXT  
NEXT  
OK  
Line:1  
CHNG TABLE  
Ans:N  
Line:1  
CHNG TABLE  
Ans:AA  
Line:1 Table:1  
CHNG RINGS  
Press CHNG.  
Grtg table:  
RETRY  
Enter a Greeting Table number from 1 to 4 and press OK.  
Line:1 Table:1  
CHNG RINGS  
If you want to continue adding lines, press NEXT and repeat steps 5  
to 9  
NEXT  
or  
press ® to end the session.  
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50 Chapter 5 Setting up the Automated Attendant  
Changing line configuration  
You can view or change the answer status of any line that is added to CallPilot.  
To change or view how a line is answered  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
Press AA.  
AA  
OTHR  
Auto Atdt Admin  
GRTG TABLE LINES  
Press LINES.  
Line number:  
RETRY  
Enter the line number and press OK.  
OK  
Line:1 Ans: N  
CHNG  
Use the NEXT and CHNG buttons to view the assigned lines or change  
the answer status.  
TABLE NEXT  
You can press to return to step 4 and select a line number  
without having to go through the entire list.  
6
When you are finished viewing and changing lines  
press ® to end the session.  
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Chapter 5 Setting up the Automated Attendant 51  
Assigning the number of rings before CallPilot answers  
You can assign the system to answer incoming calls after a specified number of rings. The number  
of rings ranges from 0 to 12. If you leave the number of rings at zero, the system answers  
immediately.  
For lines equipped with Calling Line Identification (CLID), you must set the number of rings to  
two or more if you use analog lines. CLID is not provided until just prior to the second ring, so  
assigning the number of rings to 0 or 1 prevents CLID from being relayed. You do not have to set  
the number of rings to two or more for CLID if you use BRI/PRI lines. For more information about  
the type of lines you use contact your Norstar administrator.  
Without CLID, personalized greetings, CLID Routing Table and other features related to CLID do  
not work.  
To assign or change the number of rings  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
7
8
Press AA.  
AA  
OTHR  
Auto Atdt Admin  
GRTG TABLE LINES  
Press LINES.  
Line number:  
RETRY  
Enter the line number and press OK.  
Press TABLE.  
OK  
Line:1  
CHNG TABLE  
Ans:Y  
NEXT  
Line:1 TABLE:1  
CHNG  
Press RINGS.  
RINGS NEXT  
Line:1 Rings:0  
CHNG ANS  
Press CHNG.  
NEXT  
OK  
No of rings:  
RETRY  
Enter a number of rings from 0 to 12 and press OK.  
Enter 2 rings or greater if your company subscribes to Caller ID.  
Line:1 Rings:X  
9
You can use the NEXT and CHNG buttons to view the lines and change  
the number of rings.  
CHNG  
ANS  
NEXT  
You can press to return to step 4 and select a line number  
without having to go through the entire list.  
10 Press ® to end the session.  
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52 Chapter 5 Setting up the Automated Attendant  
Setting up Touchtone Gate  
With Touchtone Gate incoming calls can be routed more quickly.  
With Touchtone Gate you can have the standard voice prompt play or you can record your own  
custom prompt. If you choose the standard prompt, the following prompt plays after your company  
greeting: “If you are calling from a tone dial telephone, please press now. If you are a pulse  
dialing caller or if you are calling from a rotary dial phone, please hold and you will be  
transferred.”  
Note: If you want to use a custom prompt, you must record it before you enable  
Touchtone Gate. It is recommended that you use Greeting 40 as the custom Touchtone  
Gate prompt. When Touchtone Gate is enabled, Greeting 40 is the default custom  
prompt. For more information on recording Greetings, refer to “Recording a Greeting”  
When the tone for 1 is received, the call goes to the Automated Attendant or CCR Tree. If no tone  
is received, the call is sent back to the receptionist or designated Operator specified by the  
Greeting Table. If the attendant is not available, the call is directed to the General Delivery  
Mailbox. If the General Delivery Mailbox is not available, the call is disconnected.  
The Touchtone Gate voice prompt is not presented to internal callers or callers who use Feature  
981 or Feature 986.  
If you disable Touchtone Gate, re-record the Company Greeting to include “If you are calling from  
a tone dial telephone, please dial the extension number or press £ for the Company Directory. If  
not, please hold and you will be transferred to the operator.”  
To set up Touchtone Gate  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
Press AA.  
AA  
OTHR  
Auto Atdt Admin  
GRTG TABLE LINES  
Enter .  
TT gate:none  
CHNG  
Touchtone Gate is not enabled by default.  
Press CHNG to change to enable Touchtone Gate or to choose a  
custom voice prompt.  
OK  
TT gate:std  
CHNG  
5
Press OK to accept the standard voice prompt  
or.  
OK  
press CHNG to choose the custom voice prompt or disable Touchtone  
Gate.  
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Chapter 5 Setting up the Automated Attendant 53  
TT gate:custom  
CHNG  
6
7
Press NEXT to choose the custom voice prompt  
or  
press CHNG to disable Touchtone Gate.  
NEXT  
OK  
TT Greeting:40  
CHNG  
Press CHNG to change the custom voice prompt Greeting number  
or  
press OK to accept the custom voice prompt Greeting number and  
go to step 11.  
Greeting:  
RETRY  
8
9
Enter the custom voice prompt Greeting number and press OK.  
OK  
OK  
TT Greeting: x  
RETRY  
Press OK to accept the new Greeting number.  
10 Press ® to end the session.  
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54 Chapter 5 Setting up the Automated Attendant  
About the CLID Routing Table  
Set up a CLID Table to control how calls are routed based on the Caller Identification of callers. To  
use a CLID Table, your incoming lines must be equipped with Caller Identification service.  
If an incoming call has a CLID value that matches one of the entries in the CLID Table, the call is  
directed according to the CLID Routing Table rather than the Greeting Table. After the call is  
directed, the call disconnects or returns to the routing according to the Auto Attendant status. For  
more information on the Auto Attendant status refer to “Setting the Automated Attendant status”  
You can set up the CLID Routing Table to direct frequent callers to a specific extension or  
mailbox, CCR Tree or Greeting Table.  
A CLID Routing Table can have a maximum of 100 entries. Entries correspond to a unique phone  
number or a range of numbers. For example, if you enter 4165960196, the system routes an  
incoming call from this number to a specific destination. However, if you make 416 a table entry,  
all incoming calls with this prefix are routed to a specific destination.  
Entries in the CLID Routing Table are sorted in numerical order, from the longest number to the  
shortest. An incoming call is routed by the longest CLID entry that matches the calling number.  
For example:  
Destination number  
Table entry  
Incoming call example  
1
313  
Incoming number 3148888 is compared to all of  
the table entries, and does not match any  
destination.  
2
3
4
5
416598  
416  
Incoming number 4165981111 matches  
destination 2.  
Incoming number 4169998888 matches  
destination 3.  
5198853895  
519  
Incoming number 5198853895 matches  
destination 4.  
Incoming number 5198853896 matches  
destination 5.  
For the CLID Routing Table to work, your company must:  
subscribe to CLID services from your local telephone company  
have the appropriate hardware for your systems (a CI Trunk cartridge for example)  
To set up a CLID Routing Table you:  
enter a phone number  
assign a destination. A destination can be a Greeting Table, mailbox, extension, CCR Tree or a  
node on a Tree  
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Chapter 5 Setting up the Automated Attendant 55  
To route a phone number  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
RETRY  
OK  
and then press OK.  
Admin  
MBOX  
2
3
4
Enter ⁄⁄.  
AA  
OTHR  
QUIT  
OK  
Call id table  
ADD  
Press ADD.  
CHNG  
Ph:  
RETRY  
Enter the phone number or the leading digits of a phone number  
(up to 13 digits) and press OK.  
Each phone number assigned to the CLID Routing Table must be  
unique.  
Destination  
TABLE EXT  
5
Choose a destination.  
OTHR  
To route the phone number to a Greeting Table:  
Press TABLE  
Enter a Greeting Table number from 1 to 4  
Press OK  
To route the phone number to an extension:  
Press EXT  
Enter the extension number  
Press OK  
To route the phone number to a mailbox:  
Press OTHR  
Press MBOX  
Enter the mailbox number  
Press OK  
To route the phone number to a CCR Tree:  
Press OTHR  
Press CCR  
Enter the CCR Tree number from 1 to 8  
Press OK  
6
7
Repeat steps 3 through 5 for each phone number you want to route.  
Call id table  
ADD CHNG  
Press ® to end the session.  
QUIT  
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56 Chapter 5 Setting up the Automated Attendant  
To change or delete a phone number in the CLID Routing Table  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
Enter ⁄⁄.  
AA  
OTHR  
QUIT  
OK  
Call id table  
ADD  
Press CHNG.  
CHNG  
Ph:  
RETRY  
Enter the phone number you want to change or delete and press OK.  
Ph:XXXXXX  
CHNG  
Press CHNG and follow the display prompts to change the phone  
number.  
NEXT  
OTHR  
Each phone number assigned to the CLID Routing Table must be  
unique  
or  
press NEXT to view the next phone number in the table.  
or  
press OTHR to delete a phone number and go to step 6.  
Ph:XXXXXX  
6
7
Press DEL to delete the phone number from the table.  
DEL  
PH  
QUIT  
Press ® to end the session.  
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57  
Chapter 6  
Custom Call Routing  
About Custom Call Routing  
With Custom Call Routing (CCR) you can replace Automated Attendant menus with a CCR Tree  
that offers callers additional choices. Callers who reach a CCR Tree hear the CCR Home node  
immediately after the Company Greeting.  
CCR Trees contain paths that callers navigate using their telephone dialpad. By selecting an option  
from the prompts callers can:  
hear an Information Message  
leave a message in a mailbox  
transfer to an extension or an external number  
go to a sub-menu  
Custom Call Routing overview  
Incoming call  
Automated Attendant  
answers  
Receptionist  
answers  
Company Greeting  
plays  
Custom Call Routing  
Home node options play  
Automated Attendant  
menu options play  
To build a CCR Tree you start by creating the options presented in the Home node. You can include  
up to eight options in the Home node. You record a prompt that informs callers of the Home node  
options. You can build up to eight CCR Trees. After you build a CCR Tree you must assign it to a  
Greeting Table.  
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58 Chapter 6 Custom Call Routing  
Planning and designing a CCR Tree  
To plan and design a CCR Tree you:  
determine the frequently-called departments and extensions that you can include in a CCR  
Tree  
make a list of the goods and services you want to mention in Information messages  
create the mailboxes that you will add to a CCR Tree for callers to leave messages in  
determine destination types  
record the prompts and messages  
By default, a caller can press · to hear prompts in an alternate language, or to reach an  
operator. Tell callers about these options as part of the Home node prompt.  
Components of a CCR Tree  
The Home node  
After the Company Greeting, a caller hears the Home node. The Home node is the “top” of the  
CCR Tree. When a caller selects an option from the Home node, they can access a sub-menu, leave  
a message, transfer to an extension or an external number, or play an Information Message. A  
Home node can offer up to eight options. By default, 0 is reserved for reaching the Operator, and 9  
offers the menu in the alternate language. A menu is a prompt that you record that presents a caller  
with a list of up to eight options.  
The Home node is on Level 0. As sub-menus are added to one another, the caller progresses  
through the levels of the CCR Tree. You can create up to 11 levels (from 0 to 10).  
An example of a Home node  
Company Greeting  
This is Ideal Office Machines. Our business hours are from  
9:00 a.m. to 5:00 p.m. Monday to Friday.  
Home node  
To place an order, press .  
To add your name to our mailing list, press ¤.  
To reach our Sales Department, press .  
To speak with our Support Office, press .  
To speak with our receptionist, press .  
The call is forwarded to the destination the caller chooses.  
For an example of Paths through a CCR Tree, refer to “An example of a CCR Tree” on page 61.  
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Chapter 6 Custom Call Routing 59  
Information Messages  
An Information Message is a message you record to tell callers about information about goods or  
services available from your company. You can tell callers about information such as sales,  
specials, company events, business hours, price lists, and shipping times. For example:  
We’re pleased to announce the arrival of the new FaxEasy line of fax machines. FaxEasy is easy to  
operate and produces top quality fax images at an affordable price.  
You must create an Information mailbox before you can add it to a CCR Tree.  
The Home node can be an Information Message  
You can program the Home node to play an Information Message. For example:  
Come celebrate with us! It’s time for Ideal Office Machines’ annual get-to-know-our-customers  
picnic. The annual picnic is on the first Sunday of August from 1:00 to 5:00 p.m. in Thompson  
Park. See you there.  
If the Home node is an Information Message, the caller disconnects at the end of the message. You  
cannot specify another destination. For information on destination types refer to “Destination  
Using an alternate language for the Home node prompt  
If you record an alternate language Home node prompt, you must tell callers about the alternate  
language option. In the primary language Home node prompt tell callers to press · if they want  
to hear the message in the alternate language. For example:  
To hear this message in [the alternate language], press ·. To place an order press . To add  
your name to our mailing list press ¤. To reach our sales department press . To speak with the  
receptionist press .  
Sub-menus  
A sub-menu is any menu that callers hear after the Home node. Sub-menus can lead to other  
sub-menus.  
A sub-menu is a prompt that provides callers with another list of options. For example, from the  
Home node a caller can press to reach the Sales department and hear the sub-menu options:  
To place an order press . To add your name to our mailing list, press ¤. To speak with a  
Customer Service Representative press . To speak with the receptionist press .  
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60 Chapter 6 Custom Call Routing  
Mailbox nodes  
You can create Mailbox nodes to give callers a mailbox where they can leave a message.  
For example:  
You have reached the Ideal Office Machines Order Desk mailbox. After the tone, leave your name,  
address, telephone number, and the number of the item you want to order. Thank you.  
Transfer nodes  
You can create Transfer nodes to transfer callers to an extension or an external number.  
Destination types  
The destination is where callers go after they listen to an Information Message or leave a message  
in a mailbox. Each Information Message and Mailbox node must have a destination:  
Previous: returns the caller to the previous menu  
Home: returns the caller to the Home node  
Disconnect: disconnects the caller  
You can assign destinations only to Information and Mailbox nodes. To see an example of how to  
use destinations in a CCR Tree, refer to An example of a CCR Tree” on page 61.  
Paths  
A Path can be a series of menus, Information Messages, Mailboxes or Transfers. A Path number is  
the digit that callers press to go to the next level in a CCR Tree. For an example of how to use Paths  
to route callers through a CCR Tree, refer to “An example of a CCR Tree” on page 61.  
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Chapter 6 Custom Call Routing 61  
An example of a CCR Tree  
Home node  
To place an order press ⁄  
To add your name to our mailing list press ¤  
To speak to our sales department press ‹  
To speak to our service department press ›  
To speak to our receptionist press ‚  
¤
Transfer  
Sub-menu  
Mailbox  
Sub-menu  
Transfers the call to  
the Service  
department.  
To place an order press ⁄  
To be included on  
our mailing list leave  
your name and  
address after the  
tone.  
To leave an order  
request press ⁄  
To speak to the order desk  
press ¤  
To speak to the sales  
manager press ¤  
To hear about our  
sales contest press  
Destination: PREV  
¤
¤
Information  
message  
Transfer  
Information  
message  
Transfer  
Mailbox  
Transfers the call to  
the order desk.  
Transfers the call to  
the order desk.  
Leave your contact  
information and a  
sales person will  
contact you.  
Ideal Office  
Machines is having  
a sales contest...  
Our weekly  
specials are...  
Destination:  
PREV  
Destination: DISC  
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63  
Chapter 7  
Working with CCR Trees  
Building a CCR Tree  
Note: To minimize the potential of service disruptions, avoid working on CCR  
Trees during periods of peak activity. Callers can experience answering delays  
while you are working on a CCR Tree.  
To build a CCR Tree  
1
Create the Home node. The Home node can be either a Menu node or an Information node.  
If the Home node is an Information node:  
record an Information message  
If the Home node is a Menu node:  
create the sub-nodes. The sub-nodes can be:  
— Menu sub-nodes  
— Information nodes  
— Mailbox nodes  
— Transfer nodes  
2
3
Assign the CCR Tree to a Greeting Table.  
You can assign a CCR Tree for each time of day.  
Test the CCR Tree  
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64 Chapter 7 Working with CCR Trees  
Creating a Home node  
Begin to build a CCR Tree by creating a Home node. Create a Home menu node if you want to  
give callers a list of options. Create an Information message Home node if you want callers to  
disconnect after they hear the Information message.  
To create a Home node  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
7
8
Press OTHR.  
AA  
OTHR  
Admin  
GLIST  
Press CCR.  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter a Tree number from 1 to 8 and press OK.  
Press BUILD.  
OK  
New tree: x  
BUILD  
QUIT  
0
REC  
Home/Menu  
OTHR  
Pick up the handset and press REC.  
OK  
OK  
Rec pri prompt:  
RETRY  
At the tone, record your Home Menu or Information message and  
press OK to end the recording.  
Do not replace the handset.  
Accept prompt?  
RETRY PLAY  
9
If you want to listen your recording, press PLAY  
or  
if you want to accept your recording, press OK.  
OK  
OK  
Path:  
10 Press END.  
RETRY  
END  
Tree: x  
SAVE  
11 Press SAVE.  
PRINT QUIT  
Save as tree x  
12 Press YES.  
YES  
OTHR QUIT  
Tree saved  
13 This display appears briefly.  
14 Press ® to end the session.  
CCR Admin  
ADMIN  
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Chapter 7 Working with CCR Trees 65  
Adding nodes to the Home node  
If you create a CCR Tree with a Home menu node, and you have more choices than you can  
conveniently fit in the Home menu, you can create sub-nodes. To create sub-node menus, add a  
Menu node to your Home menu node.  
If the Home node is an Information node, you cannot add a sub-node and the call disconnects  
automatically after the Information message plays.  
After you determine how many options to offer in a menu, you must determine where each option  
directs the caller.  
After you assign a Menu sub-node, create another set of nodes in the next level of the tree. The  
nodes can be another Menu node, an Information node, a Transfer node or a Mailbox node. You  
can assign up to eight nodes to each menu.  
A Menu sub-node gives callers single-digit access to another list of options. For example, if your  
Home node menu is:  
To place an order press . To add your name to our mailing list press ¤. To reach our sales  
department press . To speak with our attendant press .  
Callers can press to hear more options, such as:  
To hear our weekly specials press . To speak with the Order Desk press ¤.  
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66 Chapter 7 Working with CCR Trees  
Adding a Menu node  
Create a Menu node to organize choices for your callers, or when you have more choices than can  
fit on one menu. You can add a menu node to a CCR Tree at any time.  
To add a Menu node  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree you want to add a Menu node to  
and press OK.  
OK  
Tree enabled  
6
If you have assigned the CCR Tree to a Greeting Table this display  
appears briefly.  
Tree: x  
CHNG  
7
8
Press CHNG,  
QUIT  
Path:  
RETRY  
Enter the Path number and press OK.  
END  
OK  
For example, to create a Menu node on the second level of the CCR  
Tree, enter ⁄⁄. The first 1 is the path of the first level Menu  
node. The second digit is the path where you want to create the new  
Menu node.  
x
MENU  
9
Press MENU.  
INFO  
OTHR  
Primary prompt  
REC  
10 Pick up the handset and press REC.  
At the tone, record the prompt.  
Rec pri prompt:  
RETRY  
11 Press OK to end the recording. Do not hang up the handset.  
OK  
OK  
Accept prompt?  
RETRY PLAY  
12 Press OK to accept the recording  
or  
if you want to re-record your message, press RETRY.  
Rec alt prompt?  
13 Press NO if you do not want to record an alternate prompt  
YES  
NO  
or  
press YES to record an alternate prompt.  
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Chapter 7 Working with CCR Trees 67  
Path:  
RETRY  
14 Press END.  
END  
OK  
QUIT  
QUIT  
Tree: x  
SAVE  
15 Press SAVE.  
PRINT  
Save as tree x  
YES OTHR  
16 Press YES.  
Tree saved  
17 This display appears briefly.  
CCR Admin  
ADMIN  
18 Press ® to end the session.  
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Adding an Information node  
An Information node is an Information mailbox that you add to a CCR Tree. You can use an  
Information mailbox to give callers information such as specials, company events, business hours  
or price lists. You can add an Information node to a CCR Tree at any time.  
To add an Information node  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree you want to add an Information  
node to and press OK.  
OK  
Tree: x  
CHNG  
6
7
Press CHNG,  
QUIT  
Path:  
RETRY  
Enter the Path number and press OK.  
END  
OK  
For example, to create an Information node on the second level of a  
CCR Tree, enter ⁄⁄. The first 1 is the path of the first level  
Menu node. The second digit is the path where you want to create  
the Information node.  
x
MENU  
8
9
Press INFO.  
INFO  
OTHR  
Primary message  
REC  
Pick up the handset and press REC.  
At the tone, record your Information mailbox message.  
Rec pri message:  
10 Press OK to end your recording.  
RETRY  
PLAY  
OK  
Do not replace the handset.  
Accept message?  
RETRY PLAY  
11 Press OK to accept the recording  
or  
OK  
press RETRY to re-record the message.  
Rec alt prompt?  
12 Press NO if you do not want to record an alternate prompt  
YES  
NO  
or  
press YES to record an alternate prompt.  
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Chapter 7 Working with CCR Trees 69  
Destination?  
13 Select a destination:  
PREV  
HOME  
DISC  
press PREV if you want to return the caller to the previous menu  
or  
press HOME if you want to return the caller to the Home node  
or  
press DISC if you want to disconnect the call.  
For more information on destinations refer to “Destination types” on  
Path:  
RETRY  
14 Press END.  
END  
OK  
QUIT  
QUIT  
Tree: x  
SAVE  
15 Press SAVE.  
Save as tree x  
YES OTHR  
16 Press YES.  
Tree saved  
17 This display appears briefly.  
18 Press ® to end the session.  
CCR Admin  
ADMIN  
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70 Chapter 7 Working with CCR Trees  
Adding a Mailbox node  
Adding a mailbox node gives callers a mailbox where they can leave a message or listen to an  
Information message, depending on the mailbox type. You create a Mailbox node by giving it a  
Path number and assigning a mailbox number. You can add a Mailbox node to a CCR Tree at any  
time.  
A mailbox cannot receive messages until it is initialized. For information on initializing mailboxes,  
To add a Mailbox node  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree you want to add a Mailbox node  
to and press OK.  
OK  
Tree: x  
CHNG  
6
7
Press CHNG,  
PRINT QUIT  
Path:  
RETRY  
Enter the Path number and press OK.  
END  
OK  
For example, to create a Mailbox node on the second level of a CCR  
Tree, enter ⁄⁄. The first 1 is the path of the first level Menu  
node. The second digit is the path where you want to create the  
Mailbox node.  
x
MENU  
8
9
Press OTHR.  
INFO  
OTHR  
x
Press LVMSG.  
XFER LVMSG OTHR  
Mbox:  
DIR  
10 Enter the mailbox number  
QUIT  
or  
press DIR to access the Company Directory.  
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Chapter 7 Working with CCR Trees 71  
Destination?  
11 Select a destination:  
PREV  
HOME  
DISC  
press PREV if you want to return the caller to the previous menu  
or  
press HOME if you want to return the caller to the Home node  
or  
press DISC if you want to disconnect the call.  
For more information on destinations refer to “Destination types” on  
Path:  
RETRY  
12 Press END.  
END  
OK  
QUIT  
QUIT  
Tree: x  
SAVE  
13 Press SAVE.  
Save as tree x  
YES OTHR  
14 Press YES.  
Tree saved  
15 This display appears briefly.  
16 Press ® to end the session.  
CCR Admin  
ADMIN  
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72 Chapter 7 Working with CCR Trees  
Adding a Transfer node  
A Transfer node directs a caller to an internal or an external number. You can add a Transfer node  
to a CCR Tree at any time.  
To add a Transfer to an internal extension  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree you want to add a Transfer node  
to and press OK.  
OK  
Tree: x  
CHNG  
6
7
Press CHNG,  
QUIT  
Path:  
RETRY  
Enter the Path number and press OK.  
END  
OK  
For example, to create a Transfer node on the second level of a CCR  
Tree, enter ⁄⁄. The first 1 is the path of the first level Menu  
node. The second digit is the path where you want to create the  
Transfer node.  
x
MENU  
8
9
Press OTHR.  
INFO  
OTHR  
x
Press XFER.  
XFER LVMSG OTHR  
Transfer  
10 Press INT.  
EXT  
INT  
Ext:  
RETRY  
11 Enter the extension.  
12 Press END.  
OK  
OK  
Path:  
RETRY  
END  
Tree: x  
SAVE  
13 Press SAVE.  
QUIT  
QUIT  
Save as tree x  
YES OTHR  
14 Press YES.  
Tree saved  
15 This display appears briefly.  
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Chapter 7 Working with CCR Trees 73  
CCR Admin  
ADMIN  
16 Press ® to end the session.  
About transfers to external numbers  
When CallPilot transfers a call using a CCR external transfer, it uses two lines. An incoming line  
connects the caller to the CCR Tree and an outgoing line transfers the caller to the external  
telephone number. Both lines are used while the caller connects to the external telephone number.  
To optimize the use of external lines, the incoming line can be used to make the external transfer.  
This type of transfer is called a Link transfer.  
Not all phone lines allow Link transfers. Ask your telephone service provider if your lines support  
Link transfers before you program CallPilot to use Link transfers.  
To perform a Link transfer for a CCR external transfer you must press £ before the telephone  
number. For example, for the telephone number:  
£fififi⁄¤‹›  
fififi⁄¤‹› is the telephone number dialed  
For information on preventing unauthorized calls using outdial, refer to “Outdial route” on page 21.  
To add a Transfer to an external number  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree you want to add a Transfer node  
to and press OK.  
OK  
Tree: x  
CHNG  
6
7
Press CHNG,  
QUIT  
Path:  
RETRY  
Enter the Path number and press OK.  
END  
OK  
For example, to create a Transfer node on the second level of a CCR  
Tree, enter ⁄⁄. The first 1 is the path of the first level Menu  
node. The second digit is the path where you want to create the  
Transfer node.  
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74 Chapter 7 Working with CCR Trees  
x
MENU  
8
9
Press OTHR.  
Press XFER.  
INFO  
OTHR  
x
XFER LVMSG OTHR  
Transfer  
10 Press EXT.  
EXT  
INT  
Outdial: <line>  
CHNG  
11 Press NEXT if you want to use a line as the outdialing method  
or  
NEXT  
OK  
press CHNG if you want to select a line within a line pool.  
Press CHNG again if you want to select a route.  
xxxx:  
RETRY  
12 Enter the line or pool number and press OK.  
Although line pools are labeled by a letter such as A, B, or C, the  
system accepts only numbers such as 1, 2, or 3. When you enter a  
line pool use 1 for A, 2 for B, 3 for C, and so on.  
Accept: x  
RETRY  
13 Press OK to accept the line or pool number.  
OK  
OK  
OK  
Ph:  
RETRY  
14 Enter a destination telephone number up to 30 digits and press OK.  
xxxxxxx  
ADD  
15 Press OK to accept the destination phone number  
or  
press ADD to add more digits.  
on page 75 for more information.  
Path:  
RETRY  
16 Press END.  
END  
OK  
QUIT  
QUIT  
Tree: x  
SAVE  
17 Press SAVE.  
PRINT  
Save as tree x  
YES OTHR  
18 Press YES.  
Tree saved  
19 This display appears briefly.  
20 Press ® to end the session.  
CCR Admin  
ADMIN  
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Chapter 7 Working with CCR Trees 75  
Adding special characters to an external transfer number  
Special characters are pauses or other dialing instructions that you can add if they are required to  
access the network or a destination number.  
Adding special characters to a destination number  
Press  
Description  
to resume adding digits to the destination phone number.  
¤ or DI G S  
or PAUS  
to enter a timed pause that appears as P on the display. Pauses are four seconds long.  
You can press PAUS again to enter another four second pause.  
to recognize dial tone (behind PBX). The Recognize Dial Tone special character  
appears as D on the display.  
to enter a #.  
or OTHR #  
or OTHR *  
OTHR then TONE  
to enter a *.  
to recognize dial tone (behind PBX). The Recognize Dial Tone special character  
appears as D on the display.  
to cancel and retry.  
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76 Chapter 7 Working with CCR Trees  
Assigning a CCR Tree to a Greeting Table  
Before incoming callers can access a CCR Tree, you must assign lines to a Greeting Table.  
For information about assigning lines to Greeting Tables, refer to “Configuring line answering” on  
To assign a CCR Tree to a Greeting Table  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
7
Press AA.  
AA  
OTHR  
Auto Atdt Admin  
GRTG TABLE LINES  
Press TABLE.  
Grtg table:  
RETRY  
Enter the Greeting Table number and press OK.  
Press OK.  
OK  
AA menu prompt:Y  
CHNG  
OK  
Morn CCR tree: NO  
CHNG  
Press NEXT until you see this display.  
OK  
Morn CCR tree: NO  
CHNG  
Press CHNG if you want to assign a CCR Tree to the Greeting Table  
for the morning  
NEXT  
or  
press NEXT if you do not want to assign a CCR Tree and go to step  
11.  
Morn CCR tree:  
DISABLE  
8
9
Enter the number of the CCR Tree that you want to assign to the  
Greeting Table for the morning.  
Tree enabled  
This display appears briefly.  
Morn CCR tree: x  
CHNG  
10 Press NEXT if you want to assign afternoon, evening and  
non-business CCR Trees to the Greeting Table  
or  
NEXT  
press ® to end the session.  
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Chapter 7 Working with CCR Trees 77  
Testing a CCR Tree  
After you a build a CCR Tree and assign it to a Greeting Table, test the CCR Tree. To test the CCR  
Tree, call the company number and test each node.  
Check that:  
the Home node routes the call as designated  
each transfer routes the caller to the intended destination  
each prompt has correct information  
messages are courteous and easy to understand  
Disabling a CCR Tree  
Before you make any changes to a CCR Tree you must ensure service is not disrupted by removing  
any references to the CCR Tree from the Greeting Tables and the CLID Routing Table.  
To disable a Tree  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
4
5
6
Press AA.  
AA  
OTHR  
Auto Atdt Admin  
GRTG TABLE LINES  
Press TABLE.  
Grtg table:  
RETRY  
Enter the Greeting Table number and press OK twice.  
Press NEXT until the display shows:  
OK  
Morning:1  
CHNG PLAY  
NEXT  
Morn CCR tree: x  
CHNG  
Press CHNG if you want to disable the morning CCR Tree  
or  
NEXT  
press NEXT until the CCR Tree you want to disable is displayed.  
Morn CCR tree:  
DISABLE  
7
8
9
Press DISABLE.  
Tree disabl ed  
This display appears briefly.  
Press ® to end the session.  
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78 Chapter 7 Working with CCR Trees  
Deleting a CCR Tree  
You must disable a CCR Tree before you delete it. For information about disabling a Tree, refer to  
To delete a Tree  
Log:  
QUIT RETRY  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
OK  
Admin  
MBOX  
2
3
4
5
6
7
8
9
Press OTHR.  
AA  
OTHR  
OTHR  
Admin  
GLIST  
Press CCR.  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree you want to delete and press OK.  
OK  
Tree: x  
CHNG  
Press °.  
QUIT  
Delete tree x?  
YES  
Press YES.  
NO  
Tree deleted  
This display appears briefly.  
Press ® to end the session.  
CCR Admin  
ADMIN  
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Chapter 7 Working with CCR Trees 79  
Changing a CCR Tree message  
Use this procedure to change the recorded message for a Menu or an Information node.  
Log:  
QUIT RETRY  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
OK  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree that you want to change and press  
OK.  
OK  
Tree: x  
CHNG  
6
7
8
9
Press CHNG.  
PRINT QUIT  
Path:  
RETRY  
Enter the Path of the node you want to change and press OK.  
END  
OK  
x
CHNG  
xxxx  
OK  
Press CHNG.  
ERASE  
Primary rec?  
REC PLAY  
Lift the handset and press REC. Do not use handsfree.  
At the tone, record the primary language menu.  
NEXT  
Rec pri prompt:  
RETRY  
10 Press OK to end your recording.  
OK  
OK  
Accept prompt?  
RETRY PLAY  
11 Press OK to accept your recording.  
Alternate rec?  
12 Press NO if you do not want to record an alternate message  
YES  
NO  
or  
press YES to record an alternate message.  
Path:  
RETRY  
13 Press END.  
END  
OK  
QUIT  
QUIT  
Tree: x  
SAVE  
14 Press SAVE.  
PRINT  
Save as tree x  
YES OTHR  
15 Press YES.  
Tree saved  
16 This display appears briefly.  
17 Press ® to end the session.  
CCR Admin  
ADMIN  
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80 Chapter 7 Working with CCR Trees  
Changing a Mailbox node  
To change a Mailbox node  
Log:  
QUIT RETRY  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
OK  
and then press OK.  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree that you want to change and press  
OK.  
OK  
Tree: x  
CHNG  
6
7
8
9
Press CHNG.  
QUIT  
OK  
Path:  
RETRY  
Enter the Path of the node you want to change and press OK.  
END  
x
CHNG  
LvMsg  
ERASE OK  
Press CHNG.  
Mbox: xx  
CHNG  
Press CHNG.  
NEXT  
Mbox:  
DIR  
10 Enter the new mailbox number.  
QUIT  
Make sure the mailbox is initialized before you assign it to a CCR  
Tree.  
Dest: <xxxx>  
CHNG  
11 Press OK if you want to accept the assigned destination type  
OK  
or  
press CHNG and assign a new destination type.  
Path:  
RETRY  
12 Press END.  
END  
PRINT  
OK  
QUIT  
QUIT  
Tree: x  
SAVE  
13 Press SAVE.  
Save as tree x  
YES OTHR  
14 Press YES.  
Tree saved  
15 This display appears briefly.  
16 Press ® to end the session.  
CCR Admin  
ADMIN  
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Chapter 7 Working with CCR Trees 81  
Changing a destination type  
You can assign destination types only to Information and Mailbox nodes. For more information  
about destination types, refer to “Destination types” on page 60.  
To change a destination type  
Log:  
QUIT RETRY  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
OK  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree that you want to change and  
press OK.  
OK  
Tree: x  
CHNG  
6
7
8
Press CHNG.  
QUIT  
OK  
Path:  
RETRY  
Enter the Path number of the node you want to change and press OK.  
END  
ERASE  
x
CHNG  
xxx  
OK  
Press CHNG.  
The display shows Info if you are changing an Information node.  
Mbox: xx  
CHNG  
9
Press NEXT.  
NEXT  
Dest: xxxx  
CHNG  
10 Press CHNG.  
OK  
Destination?  
11 Change the destination type:  
PREV  
HOME DISC  
press PREV return the caller to the previous menu  
or  
press HOME to return the caller to the Home node  
or  
press DISC to disconnect the call.  
Dest: xxxx  
CHNG  
12 Press OK.  
13 Press END.  
14 Press SAVE.  
15 Press YES.  
OK  
OK  
Path:  
RETRY  
END  
Tree: x  
SAVE  
QUIT  
QUIT  
Save as tree x  
YES  
OTHR  
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82 Chapter 7 Working with CCR Trees  
Tree saved  
16 This display appears briefly.  
17 Press ® to end the session.  
CCR Admin  
ADMIN  
Changing a Transfer node  
To change a Transfer node  
Log:  
QUIT RETRY  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
OK  
and then press OK.  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree that you want to change and  
press OK.  
OK  
Tree: x  
CHNG  
6
7
8
9
Press CHNG.  
QUIT  
Path:  
RETRY  
Enter the Path number of the node you want to change and press OK.  
END  
ERASE  
OK  
x
CHNG  
Xfer  
OK  
Press CHNG.  
Ext: xx  
CHNG  
Press CHNG.  
NEXT  
Transfer  
10 Press INT if you are changing an internal extension  
EXT  
INT  
or  
press EXT if you are changing an external extension.  
Ext:  
CHNG  
11 Enter the new extension number you want to transfer to and press  
NEXT  
OK  
NEXT.  
Path:  
RETRY  
12 Press END.  
13 Press SAVE.  
14 Press YES.  
END  
Tree: x  
SAVE  
QUIT  
Save as tree x  
YES  
OTHR  
QUIT  
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Chapter 7 Working with CCR Trees 83  
Tree saved  
15 This display appears briefly.  
16 Press ® to end the session.  
CCR Admin  
ADMIN  
Deleting a Path  
If you delete a Path, all messages, prompts, and options on the Path are also erased. After you  
delete a Path you cannot recover it.  
To delete a Path  
Log:  
QUIT RETRY  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
OK  
Admin  
MBOX  
2
3
4
5
Press OTHR.  
Press CCR.  
AA  
OTHR  
Admin  
GLIST  
CCR  
CCR Admin  
ADMIN  
Press ADMIN.  
CCR tree:  
RETRY  
Enter the number of the CCR Tree that you want to change and  
press OK.  
OK  
Tree: x  
CHNG  
6
7
8
9
Press CHNG.  
QUIT  
Path:  
RETRY  
Enter the Path number you want to delete and press OK.  
END  
ERASE  
OK  
xxx  
x
CHNG  
Press ERASE.  
OK  
Erase path?  
YES NO  
Press YES.  
Path erased  
10 This display appears briefly.  
11 Press END.  
Path:  
RETRY  
END  
OK  
QUIT  
QUIT  
Tree: x  
SAVE  
12 Press SAVE.  
Save as tree x  
13 Press YES.  
YES  
OTHR  
Tree saved  
14 This display appears briefly.  
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84 Chapter 7 Working with CCR Trees  
CCR Admin  
ADMIN  
15 Press ® to end the session.  
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85  
Chapter 8  
Broadcast and Information messages  
About Broadcast messages  
You can send Broadcast messages if you need to send a message to every initialized mailbox on  
your phone system. Broadcast messages play on all mailboxes initialized with CallPilot. You can  
send a Broadcast message to announce meetings, special company events, and reminders. Sending  
a Broadcast message eliminates recording and sending the same message several times. You can  
change the Broadcast message address.  
As the System Administrator, you are the only person who can send Broadcast messages.  
In order to send a Broadcast message, you must know the Broadcast message address.  
If you use the CallPilot interface ·‚‚ is the default Broadcast message address  
If you use the Norstar Voice Mail interface · is the default Broadcast message address  
Note: Broadcast messages are not sent to Information or General Delivery mailboxes.  
To send a Broadcast message you must follow the procedures that apply to the interface you use.  
For information about checking what interface you use refer to the CallPilot Reference Guide.  
To record and send a Broadcast message - Norstar Voice Mail  
1
Press ·°⁄.  
If you are recording a Broadcast message from a set that has a  
mailbox, press OTHR.  
Log:  
QUIT  
2
3
Enter the System Administrator Mailbox number and password.  
RETRY  
OK  
0 new 0 saved  
PLAY REC ADMIN  
Enter the Broadcast message address.  
· is the default Broadcast message address.  
Record message:  
RETRY PAUSE  
4
At the tone, record your Broadcast message and  
press OK to end your recording.  
OK  
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86 Chapter 8 Broadcast and Information messages  
Accept rec?  
5
Press PLAY to listen to your Broadcast message before sending it  
or  
RETRY  
PLAY  
OK  
press OK to accept your recording  
or  
to press RETRY to re-record your Broadcast message.  
Your message is delivered to all initialized mailboxes  
or  
press ® or to cancel sending the Broadcast message.  
6
Press ® to end the session.  
To record and send a Broadcast message - CallPilot  
1
Press ·°⁄.  
Mbox:  
RETRY  
2
Enter the System Administrator mailbox number and  
press OK or £.  
OK  
OK  
Pswd:  
RETRY  
3
Enter the System Administrator mailbox password and  
press OK or £.  
A mailbox summary is announced.  
4
5
Press COMP or ‡fi to enter the Compose Message option.  
To:  
Enter the Broadcast message address and press OK or £.  
·‚‚ is the default Broadcast message address.  
The Broadcast message address changes if you change the  
Group List leading digit.  
NAME SPEC  
DONE  
EMPTY  
6
7
Press REC or and record the Broadcast message at the tone.  
REC  
Recording...  
REREC  
Press OK or £ to end your recording  
or  
OK  
press REREC to erase and re-record the Broadcast message.  
Rec stopped  
8
Press PLAY or ¤ to listen to your message  
or  
PLAY  
DEL  
SEND  
press SEND or ‡· to send the Broadcast message  
or  
press DEL or ‡fl to erase and re-record the Broadcast  
message.  
9
Press ® to end the session.  
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Chapter 8 Broadcast and Information messages 87  
Information mailbox messages  
Your business or departments within your business can use Information mailboxes to provide  
callers with messages and announcements. You or another person responsible for the Information  
mailbox can record and update the Information mailbox message.  
You can use Information mailbox messages to:  
announce sales  
provide product lists  
announce special events  
Make it easy for callers to access Information mailbox messages by mentioning the Information  
mailbox in the Automated Attendant, or by asking the operator to route enquiries to the  
Information mailbox.  
Callers cannot leave messages in an Information mailbox. Callers automatically disconnect after  
they listen to an Information mailbox message.  
About recording an Information mailbox message  
Before you record an Information mailbox message, you must determine what the message  
includes. As you prepare the message, be sure to include important times and dates.  
For example: “Paddy’s Dance Studio proudly presents an extravaganza of dance. The  
entertainment begins at 8:00 pm on the fourth of July. Toddlers tap is in the White Room. Folk  
dance is in the Green Room. Classical ballet is in the Pink Room. Contemporary jazz is in the Blue  
Room. The studio and recital rooms are located at 222 Main Street.”  
Write the message down and practice reading it aloud. When you are confident the message  
includes everything you want it to, record the message. If you use a phone system with bilingual  
capability, you must record the Information mailbox message in both languages.  
An Information mailbox message can be either a Primary or an Alternate mailbox greeting.  
Information mailbox message.  
The messages you record must be longer than three seconds. The system times out after five  
seconds of silence.  
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88 Chapter 8 Broadcast and Information messages  
Recording an Information mailbox message  
To record an Information mailbox message you must follow the procedures that apply to the  
interface you use. For information about checking what interface you use refer to the CallPilot  
Reference Guide.  
To record an Information mailbox message  
1
Press ·°⁄.  
Follow the voice prompts or the display button options to open the  
Information mailbox. Do not enter your mailbox number or  
password. Enter the mailbox number and password of the  
Information mailbox.  
2
If you use the CallPilot interface:  
Press °¤ to open the Greetings Options menu  
Go to step 3  
If you use the Norstar Voice Mail interface:  
Press ADMIN or °  
Press GREET or ¤  
Go to step 3  
Greeting options  
REC CHOOSE CFWD  
3
4
Press REC or .  
Greeting options  
REC CHOOSE CFWD  
Press PRIME or to record the Primary Information mailbox  
message  
or  
press ALT or ¤ to record the Alternate Information mailbox  
message.  
Record now?  
5
6
7
Press YES or and record the message at the tone.  
YES  
NO  
QUIT  
Record greeting:  
RETRY  
Press OK or £ to end the recording.  
OK  
OK  
Accept greeting?  
Press OK or £ to accept the recording  
or  
RETRY  
PLAY  
press PLAY or to listen to the greeting  
or  
press RETRY or ¤ to rerecord the greeting.  
8
Press ® to end the session.  
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89  
Chapter 9  
CallPilot operations  
You must reset the CallPilot system if you:  
change the type of phone system you use  
change the extension number length  
About resetting CallPilot  
Warning:  
Resetting CallPilot erases all Company Greetings, Greeting Tables and mailbox  
information, including mailbox messages. After you reset CallPilot you must  
immediately initialize CallPilot.  
To reset CallPilot  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
If you reset CallPilot before you do the initial setup, enter the default  
password 0000.  
Admin  
MBOX  
2
3
Press .  
AA  
OTHR  
OK  
This option does not appear as a display button option.  
Pswd:  
RETRY  
Enter ‡‹›fl‡°¤fifi (Reinstall)  
and press OK.  
To keep your system secure, keep this password secret.  
Reset database?  
YES NO  
4
5
6
Press YES.  
Resetting...  
As CallPilot resets the display shows: Resetting …  
After the system reboots, the display shows the time and date.  
The CallPilot system takes approximately three minutes to reboot.  
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90 Chapter 9 CallPilot operations  
Initializing CallPilot  
You must initialize CallPilot immediately after you reset the system.  
To initialize CallPilot  
1
2
3
4
Press ·°‹.  
Log:  
QUIT  
Enter ¤flfl‹›› (Config) and press OK.  
Press NEXT.  
RETRY  
OK  
App: Voicemail  
CHNG  
NEXT  
Bilingual?  
YES NO  
Press YES or NO.  
If you do not choose bilingual operation, step 5 does not appear.  
Primary lang?  
5
6
Select a primary language.  
ENG  
FRE  
Group lists? Y  
CHNG  
Press CHNG to toggle between Y and N.  
Select Y if you want to enable Group Lists.  
NEXT  
Group lists? Y  
CHNG  
7
8
Press NEXT.  
NEXT  
If you do not enable Group Lists step 11 does not appear and you go  
to step 12.  
Leading digit: 9  
CHNG  
The default Group List leading digit is 9.  
Press CHNG if you want to enter a new Group List leading digit  
or  
NEXT  
NEXT  
press NEXT.  
Primary UI: xxx  
CHNG  
9
If you want to change the primary interface press CHNG  
or  
Press NEXT.  
Primary UI: CP  
CHNG  
10 Press NEXT.  
NEXT  
NEXT  
Primary UI:NVM  
CHNG  
11 Press CHNG to toggle the setting between Norstar Voice Mail and  
CallPilot  
and press NEXT.  
System config  
RETRY  
12 Press OK.  
OK  
Configuring...  
13 The display shows Configuring...  
Initialization takes about three seconds.  
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Chapter 9 CallPilot operations 91  
System ready  
Exit  
14 When the system is initialized, the display shows:  
System ready  
and  
Exit  
and then shows the time and date.  
Resetting the System Administrator password  
You can reset the System Administrator password if you forget it. This is the password that you  
use for administrative functions. The default password is 0000. After you reset the System  
Administrator password, you must log on and change the password immediately to prevent a  
security breach.  
To reset the System Administrator password  
1
Press ·°fi.  
Set: xxxx  
2
Press ·.  
NEXT  
Pswd:  
RETRY  
3
Press ‡‹‡‹°‡fl‡‡·‹ (Resetsmpswd)  
and press OK or £.  
OK  
NO  
Reset Password:  
YES  
4
Press YES or £.  
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Operator settings  
With the Operator settings you can:  
set the Operator status to On or Off  
change the Operator password  
reset the Operator password  
set the Business Status  
assign CallPilot Line answering  
change Automated Attendant Status  
Setting the Operator status  
Set the Operator status to Yes when your receptionist or operator is available to respond to callers.  
Set the Operator status to No when your receptionist or designated operator goes for a break,  
lunch, or leaves in the afternoon.  
When the Operator Status is set to No, a caller who requests an Operator is informed the Operator  
is not available, and is transferred to the Automated Attendant to dial another extension or leave a  
message.  
To set the Operator status  
1
Press ·°¤.  
Pswd:  
RETRY  
2
Enter the default operator password fl‡‹‡¤°fl‡  
(Operator)  
OK  
and press OK.  
To change the Operator password, see “Changing the Operator  
Atdt avail: N  
CHNG  
3
4
Press CHNG to select Y or N.  
NEXT  
Press ® to end the session.  
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Chapter 9 CallPilot operations 93  
Changing the Operator password  
You can change the Operator password at any time. It must be between four and eight digits, and  
cannot begin with a zero.  
To change the Operator password  
1
Press ·°¤.  
Pswd:  
RETRY  
2
Enter the Operator password, or the default Operator password  
fl‡‹‡¤°fl‡ (Operator) and press OK.  
OK  
Atdt avail: N  
CHNG  
3
4
Press .  
NEXT  
OK  
Pswd:  
RETRY  
Enter a new Operator password between 4 and 8 digits  
and press OK.  
Atdt avail: N  
CHNG  
5
Press ® to end the session.  
NEXT  
Resetting the Operator password  
You can reset the Operator password if it is forgotten. Resetting the Operator password  
resets the Operator password to the default of fl‡‹‡¤°fl‡ (Operator).  
1
Press ·°fi.  
Set: xxxx  
2
Press .  
NEXT  
Pswd:  
RETRY  
3
Press ‡‹‡‹°fl‡‹‡‡‡·‹ (Resetoperpswd)  
and press OK or £.  
OK  
NO  
Reset Password:  
YES  
4
Press YES or £.  
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Changing the Operator default extension  
When callers request to speak to your company Receptionist or Operator, CallPilot transfers the  
call to the Operator’s extension. You can change the receptionist or designated Operator extension  
number. Callers can request to speak to your company receptionist or designated Operator if the  
Automated Attendant voice prompt announces the option and the Operator Status is set to Yes.  
To change the Operator default extension  
1
Press ·°¤.  
Pswd:  
RETRY  
2
3
Enter the Operator password and press OK.  
OK  
Atdt avail: Y  
CHNG  
Press NEXT until you see the display in step 4.  
NEXT  
Atdt: xxx  
CHNG  
4
5
6
Press CHNG.  
OK  
Ext:  
RETRY  
Enter the Operator extension.  
Press ® to end the session.  
QUIT  
NEXT  
Atdt: xxx  
CHNG  
Callers who request the Operator are transferred to the new extension. If the Operator does not  
answer, the call is transferred to the General Delivery Mailbox.  
Setting the Business Status  
The Business Status setting overrides the Morning, Afternoon, and Evening Greeting Tables.  
If you set the Business Status to Yes, greetings are played according to the time scheduled in the  
Greeting Tables. For example, if Business Status is set to Yes, the Morning, Afternoon and  
Evening Greetings play automatically according to the start times programmed in the Greeting  
Tables.  
When the receptionist sets the Business Status to No at the end of the business day or prior to the  
weekend, the Non-business hours Greeting plays until the receptionist sets the Business Status to  
Yes.  
Have the receptionist or designated Operator change the Business Status to Yes in the morning  
when your company opens. At the end of the business day, have the Receptionist or designated  
Operator set the Business Status to No.  
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Chapter 9 CallPilot operations 95  
To set the Business Status  
1
Press ·°¤.  
Pswd:  
RETRY  
2
3
Enter the Operator password and press OK.  
OK  
Atdt avail: Y  
CHNG  
Press NEXT.  
NEXT  
Business open: N  
CHNG  
4
5
Press CHNG to toggle between Y and N.  
Press ® to end the session.  
NEXT  
Changing greetings or the Business Status from a remote  
telephone  
You can change a greeting or the Business Status from the dialpad of external tone dial telephone.  
You must do remote administration through the System Administrator Mailbox. For information  
about remote administration, refer to the CallPilot Reference Guide.  
Setting up line answering  
CallPilot can answer all your Central Office (CO) lines included in line configuration. You can  
designate whether or not CallPilot answers your company lines. When Answer Lines is enabled,  
CallPilot answers the incoming calls and presents each caller with the Company Greeting and the  
Automated Attendant menu. When Answer Lines is disabled, CallPilot does not answer incoming  
calls. Your receptionist must answer and route incoming calls.  
For more information about line configuration, refer to “Configuring line answering” on page 49.  
To assign Answer Lines  
1
2
3
4
5
Press ·°¤.  
Enter the Operator password and press OK.  
Press NEXT.  
Pswd:  
RETRY  
OK  
Atdt aval: N  
CHNG  
NEXT  
NEXT  
NEXT  
Business open: N  
CHNG  
Press NEXT.  
Answer lines? N  
CHNG  
Press CHNG.  
If you set Answer Lines to N the display shows:Disabling...  
If you set Answer Lines is set to Y the display shows: Enabling...  
6
Press ® to end the session.  
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Setting the Automated Attendant status  
The Automated Attendant plays after the Company Greeting and after a caller leaves a message in  
a mailbox. The Automated Attendant gives callers a list of options such as entering a mailbox  
number, accessing the Company Directory or reaching the Operator. You can turn the default  
Automated Attendant off at any time and record a customized menu prompt. For more information  
about recording customized menu prompts, refer to About Company Greetings” on page 43.  
When the Return to Automated Attendant status is set to No, callers do not have any options after  
they leaving a message. Callers hear the voice prompt “Message delivered. Exiting the system,  
good-bye”, and the call ends.  
You can set the Automated Attendant prompt to No to prevent callers from having lengthy  
CallPilot sessions, or if you use CallPilot behind a private exchange system.  
To change the Automated Attendant status  
1
Press ·°‹.  
Log:  
QUIT  
2
Enter the System Administrator Mailbox number and password,  
then press OK.  
RETRY  
AA  
OK  
Admin  
MBOX  
3
4
5
6
Press AA.  
Press GRTG.  
Press AA.  
OTHR  
Auto Atdt Admin  
GRTG TABLE LINES  
Greeting admin  
GRTG  
AA  
Return to AA: Y  
CHNG  
Press CHNG.  
NEXT  
If you select N callers cannot return to the Automated Attendant  
Menu prompt after they leave a message.  
7
Press ® to end the session.  
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Chapter 9 CallPilot operations 97  
CallPilot default system options  
You can change these default CallPilot system options:  
Language Availability  
Group List leading digit  
Voicemail  
Company Directory  
Outdialing  
General Delivery Mailbox  
Software Keycode Administration  
External Mailbox Initialization  
Language availability  
You can disable or enable the CallPilot bilingual option that is assigned during installation.  
You can change the Primary Language on a bilingual CallPilot system.  
If you disable bilingual operation or change the Primary Language choice on a bilingual system  
the change affects:  
the language designations for Greetings that are assigned to the Automated Attendant  
voice prompt selections for callers who use the Automated Attendant  
voice prompt selections for callers who transfer to mailbox greetings  
To change the language availability and the Primary and  
Alternate Languages  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
Press ¤.  
AA  
OTHR  
This option does not appear as a display button option.  
Bilingual:Y  
CHNG  
Press CHNG if you want to toggle the bilingual option between Y  
and N.  
NEXT  
Steps 4 and 5 appear only if you have the bilingual option enabled.  
Bilingual:Y  
CHNG  
4
5
Press NEXT if you want to change the primary language.  
NEXT  
NEXT  
Prim lang: NAEng  
CHNG  
Press CHNG to toggle the primary language choices.  
In this example, North American English is the primary language.  
Prim lang: NAEng  
CHNG  
6
Press NEXT.  
NEXT  
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98 Chapter 9 CallPilot operations  
Sec lang: NASpa  
CHNG  
7
Press CHNG to toggle the secondary language choices.  
In this example, North American Spanish is the secondary  
language.  
NEXT  
8
Press ® to end the session.  
Group List leading digit  
When CallPilot is installed, a number from 0 to 9 is assigned as the Group List leading digit.  
The default Group List leading digit is 9, and 901 to 999 is your range of Group Lists.  
You can change the Group List leading digit. If you change the leading digit to 5, the Group List  
numbers change to 501 to 599. The Group List numbers are always three digits long.  
Note: You cannot change the Group List leading digit to a number that conflicts with  
mailbox numbers. For example, if your company has mailboxes ranging from 500 to 720,  
you cannot choose 5, 6 or 7 as the Group List leading digit.  
To change the Group List leading digit  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
Press ¤.  
AA  
OTHR  
This option does not appear as a display button option.  
Bilingual:Y  
CHNG  
3
4
5
6
7
8
9
Press NEXT.  
NEXT  
Prim lang: xxx  
CHNG  
Press NEXT.  
NEXT  
NEXT  
NEXT  
NEXT  
OK  
Sec lang: xxx  
CHNG  
Press NEXT.  
Group lists:Y  
CHNG  
Press NEXT.  
Leading digit: 9  
CHNG  
Press CHNG.  
Leading digit:  
RETRY  
Enter the new leading digit and press OK.  
Press ® to end the session.  
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Chapter 9 CallPilot operations 99  
Voicemail  
Voicemail is enabled by default. You can disable or re-enable voicemail at any time. When  
voicemail is enabled, callers who reach an extension that is not answered or is busy transfer  
to the extension’s mailbox.  
If you disable voicemail:  
external callers cannot leave a message in a mailbox  
external callers who use the Automated Attendant can still access Information Mailboxes  
or press to reach the Operator  
Subscribers can still record and send messages from their mailbox to other CallPilot mailboxes  
CallPilot users still can leave a message in a mailbox using the Leave Message feature  
(·°‚)  
CallPilot users still can transfer internal calls to another mailbox using the Voicemail Transfer  
feature (·°fl)  
To enable or disable voicemail  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
RETRY  
OK  
and then press OK.  
Admin  
MBOX  
2
Press .  
AA  
OTHR  
This option does not appear as a display button option.  
Voice Mail:Y  
CHNG  
3
4
Press CHNG to toggle between Y and N.  
NEXT  
Press ® to end the session.  
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100 Chapter 9 CallPilot operations  
Company Directory  
The Company Directory is an internal voice and text list of the names of mailbox owners with  
initialized mailboxes who are included in the directory. Callers can use the Company Directory to  
search for mailboxes by a recorded or a text name. The Company Directory is enabled by default.  
You can set whether callers can search the Company Directory by first name, last name or first and  
last names. For example, if a caller enters James, the names Jesse James and James Bond appear if  
the Company Directory option specifies both first and last names.  
If you disable the Company Directory:  
the DIR button option does not appear on two line display telephones when a subscriber sends  
a message from their mailbox or uses the Leave Message feature (·°‚)  
the prompt “Press £ to use the Directory” does not play:  
to callers who use the Automated Attendant  
to subscribers who send a message from their mailbox or use the Leave Message feature  
(·°‚)  
To enable or disable the Company Directory  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
Press .  
AA  
OTHR  
This option does not appear as a display button option.  
Voice Mail:Y  
CHNG  
3
4
Press NEXT.  
NEXT  
Dir avail:Y  
CHNG  
Press NEXT to choose a search mode  
or  
NEXT  
press CHNG to toggle between Y and No.  
Match: Firstname  
CHNG  
5
6
Press OK to search by first name  
or  
press CHNG to select last name or first and last names.  
OK  
Press ® to end the session.  
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Chapter 9 CallPilot operations 101  
Outdialing  
You can designate the maximum number of voice channels that CallPilot can use at one time to  
place outgoing calls. The default number of voice channels assigned for outdialing is one (1).  
Outdialing calls are placed when you use Off-premise Message Notification, Outbound Transfer or  
AMIS networking.  
Set Outdialing channels to no more than half of the total channels available on CallPilot.  
Ensure you reserve enough channels to accommodate incoming calls.  
Note: Enable Outbound Transfer only for users who require this feature. Outbound  
Transfer increases the likelihood of unauthorized use of the CallPilot system.  
For more information on Off-premise Message Notification and Outbound Transfer features, refer  
To designate the number of channels for outdialing  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
Press .  
AA  
OTHR  
This option does not appear as a display button option.  
Num of chans: 1  
CHNG  
3
4
Press CHNG.  
OK  
OK  
Num of chans:  
RETRY  
Enter the number of channels, between 1 and 4, that you want to  
use for outdialing and press OK.  
5
Press ® to end the session.  
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102 Chapter 9 CallPilot operations  
General Delivery Mailbox  
The General Delivery Mailbox is your company mailbox. Messages can be left in the General  
Delivery Mailbox for:  
employees who do not have their own mailbox  
external callers using a a rotary dial telephone  
The General Delivery Mailbox is enabled by default. You can enable or disable the General  
Delivery Mailbox as required by your company.  
If you disable the General Delivery Mailbox:  
external calls that are usually directed to the General Delivery Mailbox are not allowed  
the Automated Attendant does not transfer external callers to the General Delivery mailbox.  
External callers are directed back to the Automated Attendant or a CCR prompt, or their call is  
disconnected after they leave a message.  
To enable or disable the General Delivery Mailbox  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
Press .  
AA  
OTHR  
This option does not appear as a display button option.  
Gen Delivery:Y  
CHNG  
Press CHNG to toggle between Y and N  
or  
OK  
press OK to accept the setting.  
4
Press ® to end the session.  
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Chapter 9 CallPilot operations 103  
Enabling a software authorization code  
With software authorization codes you can add more CallPilot mailboxes or options to your  
system. Contact your vendor if you want to trial or purchase a software authorization code.  
To enable a software authorization code  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
3
Press ››.  
AA  
OTHR  
This option does not appear as a display button option.  
Options admin  
ADD VIEW  
Press ADD to display the system identification number  
or  
press VIEW to view the options that are enabled on the CallPilot  
system.  
SN: xxxxxxxxxxx  
4
5
6
7
The display shows the system identification number.  
Press OK.  
OK  
OK  
OK  
OK  
Key1:  
RETRY  
Enter the first eight numbers of the software authorization code and  
then press OK.  
Key2:  
RETRY  
Enter the second eight numbers of the software authorization code  
and then press OK.  
Key3:  
RETRY  
Enter the last eight numbers of the software authorization code and  
then press OK.  
<option name>  
ACCEPT  
8
9
Press ACCEPT to enable the keycode.  
QUIT  
Enabled  
The display shows that the software authorization code is enabled.  
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External Mailbox Initialization  
External mailbox initialization is not enabled by default. This is a security feature that makes it  
more difficult to tamper with or gain access to the mailboxes fraudulently. When external mailbox  
initialization is disabled, mailboxes can be initialized only from an internal telephone.  
Subscribers who try to access an uninitialized mailbox from an external number are denied access.  
After the subscriber initializes their mailbox from an internal telephone, they can access their  
mailbox from any tone dial telephone.  
To enable or disable External Mailbox Initialization  
Log:  
QUIT  
1
Press ·°.  
Enter the System Administrator mailbox number and password, and  
RETRY  
OK  
then press OK.  
Admin  
MBOX  
2
Press ‡‡.  
AA  
OTHR  
OK  
This option does not appear as a display button option.  
External init:N  
CHNG  
3
4
5
Press CHNG to toggle between Y and N.  
Press OK.  
External init:Y  
CHNG  
OK  
Press ® to end the session.  
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105  
Chapter 10  
Dialing Translation  
About Dialing Translation  
Dialing translation is a process by which the number of an incoming call from a public network is  
translated by a translation table into a number that can be recognized and dialed on the local  
network using the Reply feature.  
For Dialing Translation to occur, you must create a Dialing Translation Table that recognizes the  
digits of an external number and translates them into a number that can be dialed by the system.  
The business telephone system also consults the restrictions and schedules tables prior to dialing  
the number.  
The Dialing Translation Tables are necessary only for the Reply feature. CallPilot does not require  
the tables in order to function normally.  
How the DialingTranslation Table works  
A phone number is derived from information attached to an incoming Caller ID message. The  
number is then searched for by the CallPilot in the Dialing Translation Table. If the leading digits  
of the telephone number match a Dialing Translation Table Input value (the number CallPilot  
searches for in the Dialing Translation Table), the Output value is substituted for the Input value.  
This change results in a telephone number that can be dialed on the local network. Changing the  
number usually involves removing an area code or inserting an access code, based on the dialing  
rules of the local network. For example, if a local number is prefixed with the long distance code 1,  
it is removed by the Dialing Translation Table.  
The Dialing Translation process is immediate so calls do not take any longer to dial. Some  
telephone numbers do not need to be changed before dialing. CallPilot functions without a Dialing  
Translation Table.  
Phone number Translation  
The Dialing Translation Table must define each possible case where a change is needed to allow  
the number to be dialed on the local network.  
The Dialing Translation Table changes Network extensions into numbers that can be dialed on the  
local network. The Network extension form of a phone number is the usual form in which the  
number appears. For example, the phone number 403-555-5050, in its Network extension form,  
must be translated into a number that can be dialed on the local telephone network. The Dialing  
Translation Table follows the rules required to make the call.  
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Examples of Dialing Translation Tables  
The following tables are examples of Dialing Translation Tables and how they function. Every  
Dialing Translation Table entry consists of an Input value column and an Output value column.  
The values in the Input column represent the leading digits of the Network extensions which, if  
matched, are replaced by the corresponding value in the Output column. The * after a value  
signifies any digits in the telephone number that remain to be dialed. CallPilot automatically adds  
the * after every Input and Output value. The longest input value that matches the CLID  
information is used for translation.  
A telephone number either matches or does not match a specific Input value.  
An example of a Dialing Translation Table from a site in metropolitan Toronto  
INPUT  
OUTPUT  
Explanation  
011*  
416*  
011*  
*
The Table does not attempt to translate international telephone numbers.  
The Table removes the 416 area code and dials all calls as 7 digits.  
905206*  
90527*  
etc.  
905206*  
90527*  
etc.  
These telephone exchanges can be dialed as local (no long distance charges)  
10 digit calls from the 416 area.  
(135 more  
entries)  
(135 more  
entries)  
905*  
1905*  
All other 905 numbers not listed in the Input column above are long distance  
numbers and must be dialed as 11 digit long distance numbers.  
*
1*  
Any numbers that start with digits other than 011, 416 and 905 are long  
distance, and have 1 added as a prefix.  
A sample Dialing Translation Table from a site with area code 206 near the border with area code 360  
INPUT  
OUTPUT  
Explanation  
011*  
011*  
The Table does not attempt to translate international telephone numbers.  
Due to the site location, some calls can be dialed as local 7 digit numbers.  
20644*  
206626*  
etc.  
44*  
626*  
etc.  
(40 more  
entries)  
(40 more  
entries)  
206*  
1206*  
All other 206 numbers require 11 digit long distance dialing.  
These 360 numbers can be dialed as 10 digit local numbers...  
360224*  
360227*  
360472*  
360224*  
360227*  
360472*  
360*  
*
1360*  
1*  
... but all other 360 numbers are 11 digits long distance numbers.  
All numbers starting with other than 011, 206 and 360 are long distance and  
have 1 added as a prefix.  
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Chapter 10 Dialing Translation 107  
An example of a Dialing Translation Table from a site in Mountainview, California  
INPUT  
OUTPUT  
Explanation  
The Dialing Translation Table is empty. The local network in  
Mountainview supports 10 digit national dialing with recognized long  
distance charging.  
In situations like the Mountainview example, there is no need to build a  
Dialing Translation Table.  
Network Access  
The Dialing Table Translation results in a number that can be dialed on the local network. The final  
step is to prefix any digits required to reach the local network from your Norstar system. For  
systems that are behind a PBX or PABX, typically in North America · must be prefixed to the  
telephone number. For systems attached to Central Office (CO) lines no digits need to be prefixed.  
Dialing Translation properties  
Dialing Translation is controlled by four properties:  
Long distance access code  
This prefix, if specified, is removed from any numbers entered by the subscriber if it is not needed  
to make the call. This simplifies the creation of the Dialing Translation Table. For North America,  
set the long distance access code to 1. The default for this parameter is none. The field for this  
parameter is a maximum of 1 digit.  
Area code  
If the phone number entered appears to be missing an area code, an area code is prefixed to the  
number. The area code is considered missing if the number has fewer than 10 digits. The default  
for this parameter is none. The field for this parameter is a maximum of 6 digits. If this parameter  
is set to none, no area code is prefixed to the telephone number.  
Access code  
In North America, the access code is usually 9. This number is prefixed to all numbers after  
Translation to access the local telephone network. If your system is attached directly to CO lines,  
set the Access Code to none. The default for this parameter is none. The field for this parameter is  
a maximum of 2 digits.  
Reply translation  
If set to N (no), the caller must manually trim the Caller ID message information for the number to  
be dialed on the local network. If the reply translation is set to Y (yes), then the Reply feature uses  
the Dialing Translation Table to dial the call. The default for this parameter is N.  
To make it easier for subscribers, set the Reply Translation to Y if a Dialing Translation Table is  
created. If a Dialing Translation Table is not created, set the Reply Translation to N.  
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108 Chapter 10 Dialing Translation  
Setting Dialing Translation properties  
Setting the Dialing Translation properties makes it easier to build a Dialing Translation Table. It is  
not a prerequisite to set the Dialing Translation properties to operate CallPilot.  
To set the Dialing Translation properties  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
RETRY  
OK  
then press OK.  
Admin  
MBOX  
2
3
4
Press °°. This option does not appear as a display button option.  
AA  
OTHR  
Dialing  
PARM TABLE QUIT  
Press PARM.  
Lg dst ac: none  
CHNG  
Press CHNG and enter the long distance access code  
or  
NEXT  
press NEXT if you do not want to set this property and go to step 7.  
Lg dst ac: X  
RETRY  
5
6
7
Press OK to accept the long distance access code.  
OK  
Lg dst ac: X  
CHNG  
Press NEXT.  
NEXT  
NEXT  
Area code: none  
CHNG  
Press CHNG and enter the area code  
or  
press NEXT if you do not want to set this property and go to step 10.  
Area code: x  
RETRY  
8
9
Press OK to accept the area code.  
OK  
Area code: x  
CHNG  
Press NEXT.  
NEXT  
NEXT  
Access cd: none  
CHNG  
10 Press CHNG and enter the access code  
or  
press NEXT if you do not want to set this property and go to step 13.  
Access code: X  
RETRY  
11 Press OK to accept the access code.  
12 Press NEXT.  
OK  
NEXT  
OK  
Access code: X  
CHNG  
Reply trans: N  
CHNG  
13 Press CHNG to toggle the settings between Y and N.  
14 Press OK to accept the reply translation setting.  
15 Press ® to end the session.  
Reply trans: N  
RETRY  
OK  
Dialing  
PARM TABLE QUIT  
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Chapter 10 Dialing Translation 109  
Building a DialingTranslation Table  
To build a Dialing Translation Table, you must enter an Input value and an Output value for each  
entry. The Input value is the number that the CallPilot 150 looks up in the Dialing Translation  
Table. If the corresponding entry matches, the system substitutes the Output value for the Input  
value. The resulting number is ready to dial on the local network. Refer to “An example of a  
To build a Dialing Translation Table  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
RETRY  
OK  
then press OK.  
Admin  
MBOX  
2
3
4
5
6
Press °°. This option does not appear as a display button option.  
AA  
OTHR  
Dialing  
PARM TABLE QUIT  
Press TABLE.  
Dial Table  
ADD  
Press ADD.  
CHNG  
QUIT  
OK  
In: xxx  
RETRY  
Enter an input value up to 14 digits.  
xxx  
RETRY  
Press OK to accept the input value  
or  
OK  
press RETRY and enter a new input value.  
Out:  
RETRY  
7
8
Enter an output value up to 15 digits.  
OK  
OK  
xxx  
RETRY  
Press OK to accept the output value  
or  
press RETRY and enter a new output value.  
Dial Table  
ADD CHNG  
9
Press ® to end the session.  
QUIT  
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110 Chapter 10 Dialing Translation  
Reviewing entries in the DialingTranslation Table  
You can review Dialing Translation Table entries at any time.  
To review Dialing Translation Table entries  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
Press °°.  
AA  
OTHR  
This option does not appear as a display button option.  
Dialing  
PARM TABLE NEXT  
3
4
5
Press TABLE.  
Dial Table  
ADD  
Press CHNG.  
CHNG QUIT  
Inval* outval*  
VIEW NEXT  
Press NEXT to view the next entry in the table.  
Inval* outval* is an example of a Table entry.  
OTHR  
If there are more than 16 digits for Input and Output values, you can  
press VIEW to see the remaining digits.  
6
Press ® to end the session.  
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Chapter 10 Dialing Translation 111  
Changing a Dialing Translation Table entry  
After you build a Dialing Translation Table you can change the Output value of an entry at any  
time.  
You cannot change the Input value of an entry. You must delete the entry and create a new entry  
with new Input and Output values. Refer to “Deleting a Dialing Translation Table entry” on page  
112.  
To change an entry in the Dialing Translation Table  
Log:  
QUIT  
1
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
and then press OK.  
RETRY  
OK  
Admin  
MBOX  
2
Press °°.  
AA  
OTHR  
NEXT  
This option does not appear as a display button option.  
Dialing  
PARM TABLE  
3
4
5
Press TABLE.  
Dial Table  
ADD  
Press CHNG.  
CHNG QUIT  
Inval* outval*  
NEXT  
Press OTHR.  
Inval* outval* is an example of a Table entry.  
OTHR  
Inval* outval*  
6
7
8
Press CHNG.  
CHNG  
DEL  
FIND  
OK  
Out:  
RETRY  
Enter a new output value up to 15 digits.  
Out: xxx  
RETRY  
Press OK to accept the output value  
or  
OK  
press RETRY to enter a new output value.  
9
Press ® to end the session.  
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112 Chapter 10 Dialing Translation  
Deleting a DialingTranslation Table entry  
You can delete an entry in the Dialing Translation Table at any time. To find the entry you want to  
To delete an entry in the Dialing Translation Table  
Log:  
QUIT  
1
2
Press ·°‹.  
Enter the System Administrator Mailbox number and password,  
then press OK.  
RETRY  
OK  
Admin  
MBOX  
Press °°.  
AA  
OTHR  
This option does not appear as a display button option.  
Dialing  
PARM TABLE NEXT  
3
4
5
Press TABLE.  
Dial Table  
ADD  
Press CHNG.  
CHNG QUIT  
Inval* outval*  
NEXT  
Press OTHR.  
Inval* outval* is an example of a Table entry.  
OTHR  
FIND  
Inval* outval*  
CHNG  
6
7
Press DEL.  
DEL  
Deleted  
This display appears briefly.  
Repeat steps 6 and 7 for each entry you want to delete.  
8
Press ® to end the session.  
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113  
Chapter 11  
Troubleshooting CallPilot  
This chapter describes problems that can occur when you operate CallPilot, and possible solutions.  
The Automated Attendant does not answer calls  
Verify that you have assigned lines to the Greeting Table.  
All the channels can be busy. Try calling back. Your call is answered when a channel is  
available.  
If the channels are frequently busy, it indicates there is too much activity. Contact your advice  
line or sales representative.  
CLID information is lost or CLID routing is not routing calls  
Make sure that the Automated Attendant is set to answer after two or more rings. If you use analog  
lines, CLID information is not available until after the second ring. For information about setting  
the number of rings, refer to “Configuring line answering” on page 49.  
The Automated Attendant transfers some callers to the General Delivery Mailbox  
The system requires a tone dial telephone signal and a minimum voice level. The system waits for  
a caller to respond. If a response is not received, the call transfers to the receptionist or designated  
Operator. If they are not available, the call transfers to the General Delivery Mailbox. Calls also  
transfer to the General Delivery Mailbox if an extension does not have a mailbox.  
For the system to transfer calls correctly, each mailbox must have a unique extension number. To  
verify that mailboxes have a unique extension number, print the Directory Report. You can print  
reports using CallPilot Manager. For more information refer to the CallPilot Manager Set Up and  
Operation Guide.  
Greetings play at the wrong time of day  
There are four possible causes for this problem:  
1
The Business Status is not set to open. Refer to “Setting the Business Status” on page 94 for  
information.  
2
3
4
The wrong greeting numbers are assigned to the Greeting Table.  
The business hours are set incorrectly.  
The system time and date are incorrect for your telephone system.  
Greetings play on the wrong line  
Verify that your lines are assigned correctly. If you find the information is incorrect, you must  
reassign lines to the Greeting Table. Refer to “Configuring line answering” on page 49.  
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A telephone cannot be forwarded to the system  
If you try to forward your incoming calls to the system and the display shows Forward denied, it is  
possible that you are forwarding to the wrong extension number. Use Feature 985 to display the  
correct extension number for the system, and compare this number to the extension that you are  
trying to forward your telephone to.  
Feature 981 produces a Log prompt on the telephone display  
Whenever the Log prompt appears on the display, it can be caused by the telephone not having an  
assigned mailbox. If the extension does not have an assigned mailbox, CallPilot requests both a  
mailbox number and a password.  
A subscriber cannot reply to an external caller or use Off-premise Message Notification or  
Outbound Transfer  
An Outdial method must be assigned before a subscriber can reply to an external caller using the  
Reply feature, or use Off-premise Message Notification or Outbound Transfer. Before a subscriber  
can reply to a message from an external caller, an Outdial method must be assigned.  
The default for Outdial method is None. Until you assign a line, line pool or route as the Outdial  
method for a mailbox, a subscriber can use the Reply feature to return calls from internal  
extensions only, and Off-premise Message Notification and Outbound Transfer for internal  
extensions only. Outbound Transfer capability is part of a subscriber’s Class of Service. Refer to  
“Class of Service values” on page 20 for the Class of Service values for Outbound Transfer.  
Telephone extension and mailbox numbers are different lengths  
The mailbox number length must match the extension number length assigned to the system. If the  
extension number length is changed on the system, you must re-initialize and reprogram CallPilot.  
The date and time are wrong  
If the date and time are wrong, you must reset them through the telephone system. The CallPilot  
date and time is taken from the telephone system programming. For additional information, refer  
to your system documentation.  
You cannot access a line or a line pool  
Check that your system supports the feature you are trying to use. If calls are not completed when  
you try to reply to a CLID message or reach an Off-premise Message Notification number, ensure  
Outdialing is assigned, available and correctly configured. For more information refer to your  
system documentation.  
Personalized greetings do not play  
Personalized greetings do not play if a telephone is on Call Forward Busy or Call Forward All  
Calls to the CallPilot extension number. In these cases, Personalized greetings depend on the CLID  
information that is received prior to the second ring if you use analog lines. Personalized greetings  
do not play if the Auto Attendant is set to answer at 0 or 1 ring. The Primary or Alternate personal  
mailbox greeting plays instead. Change the number of rings to 2 or greater.  
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Chapter 11 Troubleshooting CallPilot 115  
Mailboxes do not accept messages  
A mailbox does not accept messages if:  
it is not initialized  
CallPilot message storage capacity is full  
Messages are removed from a mailbox  
If messages are removed, check the message retention period in the mailbox Class of Service. You  
can assign a class of service with a longer message retention period. Refer to “Class of Service  
values” on page 20 for the Class of Service values for message retention. To change the Class of  
Service to a Class of Service with a longer message retention period, refer to “Changing a  
A subscriber lost the mailbox password  
A forgotten password cannot be recovered. The password associated with the mailbox must be  
reset to the default password 0000. After a password has been reset to the default, the mailbox  
owner must change it in order to use the mailbox. To reset a password, refer to “Changing a  
mailbox” on page 32. A mailbox owner cannot access their mailbox  
A subscriber cannot access their mailbox  
Each mailbox is assigned a maximum number of incorrect password attempts in its Class of  
Service. CallPilot records the number of incorrect attempts from the last time the mailbox was  
successfully accessed. If the number is exceeded the mailbox owner is “locked-out” and hears the  
message “This mailbox is locked to prevent unauthorized access. Contact your administrator for  
assistance.” The mailbox cannot be opened again until the you reset the password. To reset a  
A mailbox is not in the Company Directory  
Verify the mailbox is initialized. If the mailbox is not initialized, it does not appear in the Company  
Directory. Verify the Company Directory setting for the mailbox is set to Yes. Refer to “Changing  
Calls are directed to the wrong mailbox  
Verify the correct extension is assigned to the mailbox.  
A mailbox cannot be added to CallPilot  
Ensure the mailbox is not already added. Mailbox numbers must be unique. Check that the number  
of mailboxes on your system has not been exceeded. CallPilot 150 can store up to 200 subscriber  
mailboxes.  
You cannot enter a name for a mailbox  
You must enter names as last name, then first name or initial. All names must include a comma (,)  
that separates the last name from the first name or initial. The maximum length of the name,  
including the comma, is 16 characters. Refer to “Changing a mailbox” on page 32.  
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Incomplete messages are received in a mailbox, or “message delivered” plays while  
recording a message or a CallPilot session ends unexpectedly  
These situations can be caused by a problem called Talk Off. Talk Off occurs if CallPilot interprets  
certain voice patterns as Dual Tone Multi Frequency (DTMF) dialing tones. DTMF dialing tones  
are produced when buttons are pressed on a touch dial telephone. When you press a button on the  
dialpad, CallPilot receives a DTMF dialing tone and performs the correct operation. For example,  
after you enter your mailbox password, you can press the £ button. The DTMF dialing tone sent  
to CallPilot indicates you are finished entering your password.  
Some voice patterns are the same as DTMF dialing tones. This can make CallPilot function  
incorrectly. For example, if in the middle of a message you say something that sounds like a  
DTMF dialing tone created by pressing the £ button, the recording session ends. Correcting Talk  
Off requires adjustments to your CallPilot system. Call your advice line for more information.  
You cannot create a Group List  
The maximum number of Group Lists that can be created is 99. The CallPilot Group List must be  
enabled during installation. If the Group List feature is not enabled, you cannot create a Group  
List. To enable this feature, you must reset CallPilot. For instructions on resetting CallPilot, refer  
CallPilot does not accept a Path number for a CCR Tree  
If you enter an incorrect digit while you are assigning a Path number, an error message appears.  
The possible causes are:  
You entered an incorrect Path number. You can use only numbers 1 through 8 as Path numbers.  
Do not use 0 or 9 as Path numbers.  
You tried to exceed the maximum number of levels.  
You are trying to access a level of a Tree whose previous level does not include a Menu node.  
You must add a Menu node to the first level to let callers move to the second level.  
A CCR Tree cannot be deleted  
A Tree cannot be deleted while it is in use. You must disable the Tree before you can delete it.  
Note: For more information about deleting a CCR Tree, refer to “Deleting a CCR Tree”  
Interruptions while building or changing a CCR Tree  
If you press ® by mistake, if there is a power outage, if the system times out while you are  
working on a CCR Tree, or if you exit the system without saving the CCR Tree you are working  
on, the CCR Tree data is saved to Tree 9. Tree 9 is designated as the Workspace for building or  
changing a Tree. The contents of Tree 9 are overwritten when you start to edit another CCR Tree.  
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Chapter 11 Troubleshooting CallPilot 117  
A mailbox is full  
Mailboxes have a Never Full Mailbox feature, which lets callers leave messages in the mailbox,  
even if the mailbox is “full”. Messages are stored, but they cannot be accessed until the mailbox  
owner deletes some of the messages in the mailbox.  
If more message time is required, you can change the mailbox Class of Service. For more  
information, refer to “Changing a mailbox” on page 32.  
Deleting a mailbox  
You cannot delete a mailbox that is used in a CCR Tree. If you delete a Mailbox node, any  
incoming messages for the Mailbox node are instead sent to the General Delivery Mailbox.  
For more information about the General Delivery Mailbox, refer to “General Delivery Mailbox”  
CallPilot error messages  
This table explains CallPilot error messages that appear on your display if you perform an  
incorrect action.  
Message  
Meaning  
Appears if you try add the same mailbox to a Group List twice.  
You cannot assign a mailbox to the same Group List twice.  
Already a member  
Appears if you try to delete a Special Mailbox. The System Administrator and  
General Delivery Mailboxes cannot be deleted.  
Cannot delete  
Ext assigned  
Appears if you try to assign an extension twice to the same mailbox, or if you try to  
assign an extension to more than one mailbox.  
Appears if you have not assigned a an extension or if you have not assigned an  
extension from a Transfer node.  
Extension needed  
Incomplete tree  
Appears if you try to enable a Tree before all the paths are added, or before all the  
mailboxes used in the Tree are initialized.  
Appears if you try to change an Information Mailbox.  
Info mailbox  
Appears if the introduction to a message being forwarded is less than three  
seconds long.  
Intro too short  
Appears if you enter an incorrect Class of Service while you are adding or  
changing a mailbox Class of Service.  
Invalid class  
Invalid ext  
Appears if you enter an incorrect extension. You can check the extension number  
length or use the Company Directory.  
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Message  
Meaning  
Appears if you enter an incorrect Group List number when you change or delete a  
Group List number.  
Invalid glist  
Appears if you enter an incorrect Greeting Number. Greeting Numbers must be a  
number from 1 to 40.  
Invalid greeting  
Appears if the selected option is not valid for the command display shown.  
Invalid key  
Appears if you enter an incorrect line number. CallPilot supports line numbers  
from 1 to 500.  
Invalid line  
Appears if you enter an incorrect mailbox number, or if you have not assigned a  
mailbox to the requested extension. These calls are transferred into the General  
Delivery Mailbox.  
Invalid mailbox  
Invalid number  
Appears if you enter an incorrect line pool number, or an incorrect number of  
channels while configuring Outdialing.  
Also appears if you enter more than the maximum number of digits allowed for a  
telephone number (maximum is 30 digits).  
Appears if you enter an incorrect mailbox password.  
Invalid password  
Invalid path  
Appears if you enter an incorrect number for a Path. The Path number is a series  
of numbers where each number must be from 0 to 8. This message also appears  
if all the Paths on a Tree are assigned. The maximum number of Paths for a Tree  
is eight on each level.  
Appears if you enter an incorrect time for setting up Off-premise Message  
Notification. This message also appears if you specify an invalid time for your  
business hours.  
Invalid time  
Appears if you enter an incorrect number for a CCR Tree. The Tree number must  
be from 1 to 8.  
Invalid tree  
Mailbox full  
Appears if the maximum mailbox message storage time is reached. The mailbox  
message time is assigned as a Class of Service. A new message cannot be  
listened to until the old messages are deleted. This message appears when a  
mailbox owner first logs onto their mailbox.  
Appears if a subscriber surpasses the maximum number of incorrect password  
attempts. The mailbox cannot be opened until the password is reset.  
Mailbox locked  
Appears if an existing mailbox number is entered while adding a mailbox.  
Appears if you try to delete a mailbox assigned to a CCR Tree.  
Mbox exists  
Mbox in CCR  
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Message  
Meaning  
Appears if the maximum message storage time is almost reached in a mailbox.  
This is determined by the Class of Service. Tell the subscriber to delete any  
unnecessarily stored messages in the mailbox. This message appears when a  
subscriber first logs on to the mailbox. Messages cannot be stored in this mailbox  
until some are deleted.  
Mbox nearly full  
Appears if an attempt is made to access a mailbox that is not initialized.  
Mbox not init  
Appears if you try to access a mailbox that is not initialized. Initializing a mailbox  
includes changing the default password.  
Must change pswd  
Appears if a mailbox owner’s name is not included in the Company Directory.  
Must record name  
Name too long  
Appears if you add or change a mailbox owner’s name and the characters exceed  
the allowable limit of 16. The maximum length includes the comma.  
Appears if the Company Directory is empty. Either CallPilot mailboxes have not  
been initialized by the subscribers, or there are no mailboxes added to CallPilot.  
No dir available  
No glist avail  
No match  
Appears if the maximum number of Group Lists is assigned. The maximum  
number of Group Lists is 99.  
Appears if a mailbox owner is not found that is similar to the characters entered  
when using the Company Directory. Check the spelling of the mailbox owner’s  
name.  
Appears if the maximum number of mailboxes is added to CallPilot. The maximum  
number of mailboxes is 300. This number includes the System Administrator and  
General Delivery Mailboxes. The maximum number of subscriber mailboxes on  
CallPilot 150 is 200.  
No mbox avail  
No msg notify  
Appears if Off-premise Message Notification is not enabled. Off-premise Message  
Notification is assigned in the Class of Service.  
Appears if you try to transfer a call before establishing an active call.  
No party connect  
No previous msgs  
Appears if the first message in a mailbox is playing, you enter the command to  
play the previous message.  
Appears if the maximum number of users are accessing CallPilot.  
Vm busy  
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Message  
Meaning  
Appears if:  
Not allowed  
a subscriber is not allowed access to a feature or Feature Code  
a subscriber tries to access the Configuration or Operator Status feature  
codes  
the message recorded has too many Forwards and Replies  
a recorded message reaches its maximum number of segments. This is  
caused by repeatedly using “pause” and “continue” while recording a  
message  
a Group List number is entered as a mailbox member of another Group List. A  
Group List number cannot be added to a Group List.  
Appears if you try to play a Primary or Alternate Greeting before it is recorded.  
Appears if you cancel Delivery Options while you are sending a message.  
Not recorded  
Options cancel  
Out of space  
Appears if the CallPilot Message Storage capacity is full. You must delete old  
messages from the General Delivery Mailbox and tell subscribers to delete any  
unnecessarily stored messages from their mailboxes.  
Appears if a subscriber tries to use the Reply feature to reply to an external call,  
but there is no Caller ID (CLID) contained in the message left by an external  
caller.  
Party not avail  
Appears if a password exceeds eight digits. A password must be between four  
and eight digits long.  
Pswd too long  
Rec too long  
Appears if a recorded message is too long. Message or greeting length for a  
mailbox is determined by the Class of Service.  
Appears if a recorded message is too short.  
Rec too short  
Speak up  
Appears if you record a greeting or message and do not meet the minimum  
volume level. Do not use Handsfree. Speak directly into the handset of your  
telephone.  
Appears if Group Lists are not enabled.  
Not enabled  
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121  
Chapter 12  
CallPilot configuration tips  
This chapter describes system configuration enhancements that maximize the efficiency of  
CallPilot.  
Delayed answering by the Automated Attendant  
The Automated Attendant can answer any call on specified Central Office (CO) telephone lines  
after a specified number of rings. CallPilot answers incoming calls if the Installer programs  
CallPilot to be the prime telephone for one or more designated CO lines. The Delay Ring Transfer  
(DRT) feature transfers unanswered calls on these lines to the Automated Attendant after the  
specified number of rings.  
Note: DRT applies only to incoming calls on the assigned line. It does not affect  
extension calls between telephones.  
Ringing lines and answer buttons  
If two or more telephones have a ringing line appearance of the same incoming telephone line, and  
one of these telephones is programmed with the Call Forward All Calls (CFAC) or Call Forward  
No Answer (CFNA) forwarded to CallPilot features, incoming calls on the incoming telephone  
line are directed to the mailbox of the programmed telephone.  
For example, if a marketing receptionist’s telephone has a ringing line appearance of the marketing  
director’s telephone, and the receptionist’s telephone is call forwarded to CallPilot, incoming calls  
transfer to the receptionist’s mailbox. This is also true if the receptionist’s telephone is CFNA to  
CallPilot and the number of specified rings on the receptionist’s telephone is fewer than the  
specified rings on the marketing director’s telephone.  
Note: CFAC and CFNA do not affect calls on a telephone’s non-ringing lines. For  
example, if a receptionist’s telephone has a non-ringing appearance of another  
telephone’s CO line, and the receptionist’s telephone is CFAC or CFNA to CallPilot,  
incoming calls on this line are not affected.  
Ringing Answer button  
If one or more telephones have a Ringing Answer Button for another telephone, and one of these is  
CFAC or CFNA to CallPilot, all incoming calls go to the mailbox of the call forwarded telephone.  
If two or more of these telephones are CFAC to CallPilot, all calls go to the mailbox of the  
telephone that is connected to the lowest numbered station port on the system.  
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Using Call Forward All Calls (CFAC) and Call Forward No  
Answer (CFNA)  
If a subscriber does not want to take any calls for a period of time, they can forward their telephone  
to their mailbox using CFAC. When forwarded, all calls to the mailbox owner’s extension transfer  
to their mailbox.  
To call forward to a mailbox, press ≤·°›.  
To cancel call forward:  
Press ≤£›  
or  
press CANCEL  
or  
press ∞  
Note: If you use CFAC you cannot have any lines or answer DNs programmed to ring at  
your set because these calls will go to your mailbox.  
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Chapter 12 CallPilot configuration tips 123  
How to set up CallPilot for different businesses  
There are several ways to set up CallPilot in your company. How you set up CallPilot depends on  
what telephone system, and how many CO lines you use.  
Here are examples of CallPilot configurations for a small and a medium company, and some useful  
application tips.  
CallPilot for a small business  
On Your Toes Dance Studio  
CallPilot is the Call Forward No Answer (CFNA) extension for all the telephones in the office.  
This means that any call that is not answered by a mailbox owner transfers to their mailbox.  
Each mailbox owner has buttons programmed on their display telephone for the CallPilot Leave  
Message feature (≤·°‚) and the Open Mailbox feature (≤·°⁄). This gives easy  
access to these frequently used features.  
Employees have a mailbox number that is the same as their telephone extension. All mailbox  
owners have initialized their mailbox and recorded a Personal Mailbox Greeting.  
The central receptionist  
The On Your Toes Dance Studio’s receptionist handles all calls from the studio’s published  
telephone number. If the receptionist does not answer the telephone within four rings, the  
Automated Attendant answers the call. The receptionist is also the designated Operator. Whenever  
a caller presses to speak with the operator, the call transfers back to the receptionist.  
Here is how On Your Toes Dance Studio’s communication system works.  
The On Your Toes Dance Studio’s public telephone number is 555-2468. The studio subscribes to  
custom calling services from the telephone company. This number forwards to any available  
(non-busy) line in a group of six lines. All six lines appear on the receptionist telephone.  
CallPilot is the Prime Set for each of the six lines. The Delayed Ring Transfer feature (DRT) to  
Prime is set to Yes, and the DRT Delay is set to four. DRT forwards unanswered lines to the  
Automated Attendant.  
Note: Delayed Ring Transfer is a telephone system-wide call handling feature. All lines  
programmed as DRT to Prime are forwarded after four rings. This is done by setting the  
Prime Set of the line to the CallPilot extension.  
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Greeting Table 1 for On Your Toes  
“Good morning. You have reached On Your Toes Dance Studio. The studio  
is closed at this time. Stay on the line to leave a message.”  
Greeting 1  
The CallPilot voice prompts play after the greeting. You can make  
Company Greetings up to five minutes long.  
“Good afternoon. You have reached On Your Toes Dance Studio.”  
“Good evening. You have reached On Your Toes Dance Studio.”  
Greeting 2  
Greeting 3  
Greeting 4  
You have reached On Your Toes Dance Studio. The studio is closed at this  
time. Stay on the line to leave a message.”  
CallPilot uses Greeting Table 1 to answer calls after four rings. Depending on the time of day,  
different recorded greetings play for Morning, Afternoon, and Evening. When the Business Status  
is No, the Non-business Hours Greeting plays.  
Note: Lines must be assigned to a Greeting Table before the Greeting Table greetings  
are used.  
The Costume Room  
The Costume Room has one telephone with a CallPilot mailbox. Calls are directed to the Costume  
Room Attendant by the receptionist or the Automated Attendant. When the Attendant is not  
available, the caller is forwarded to the Costume Room mailbox. The mailbox primary message  
says:  
You have reached the Costume Room. No one is available to take your call. Please leave your  
name and number and a brief message after the tone and we will return your call as soon as  
possible.”  
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Chapter 12 CallPilot configuration tips 125  
CallPilot for a medium business  
Bridge Stone Engineering  
CallPilot is assigned as the Call Forward No Answer (CFNA) extension for all telephones in the  
office. This means that any call that is not answered by a mailbox owner transfers to their mailbox.  
Subscribers have buttons programmed on their display telephone for the CallPilot Leave Message  
(≤·°‚) and Open Mailbox (≤·°⁄). This gives easy access to these frequently  
used features.  
Employees have a mailbox number that is the same as their telephone extension. Subscribers have  
initialized their mailbox and recorded a Personal Mailbox Greeting.  
When the receptionist is not available, Custom Call Routing routes callers along a call path.  
The central receptionist  
Bridge Stone’s receptionist handles all calls from the published telephone number. When the  
receptionist is unable to answer the telephone within four rings, the Automated Attendant answers  
the call. The receptionist is also the designated Operator. When a caller presses to speak with  
the operator, the caller transfers to the receptionist.  
Here is how Bridge Stone’s communication system works.  
Bridge Stone’s public telephone number is 555-1234. All lines appear on the receptionist’s  
telephone. CallPilot is the Prime Set for each of the six lines. The Delayed Ring Transfer (DRT)  
feature forwards unanswered lines to the Automated Attendant.  
Note: Delayed Ring Transfer is a telephone system-wide call handling feature. All lines  
programmed as DRT to Prime are forwarded after four rings. This is done by setting the  
Prime Set of the line to the CallPilot extension.  
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Greeting Table 1 for Bridge Stone Engineering  
“Good morning. You have reached Bridge Stone Engineering.”  
Greeting 1  
The CCR Home Menu plays after the greeting. You can make Company  
Greetings up to five minutes long.  
“Good afternoon. You have reached Bridge Stone Engineering.”  
“Good evening. You have reached Bridge Stone Engineering.”  
Greeting 2  
Greeting 3  
Greeting 4  
You have reached Bridge Stone Engineering. The office is closed at this  
time. Stay on the line to leave a message.”  
CallPilot uses Greeting Table 1 to answer calls after four rings. Depending on the time of day,  
different recorded greetings play for the Morning, Afternoon, and Evening. When the Business  
Status is No, the Non-business Hours Greeting plays.  
Greeting Table 1 answers calls using greetings 1 through 4. Greetings 1 through 4 play unless you  
assign different greetings. When the Greeting Table was configured, English was chosen as the  
Primary Language.  
Note: Lines used must be assigned to the Greeting Table before the Greeting Table  
greetings are used.  
After the Company Greeting the CCR Home Menu voice prompt plays. This menu gives callers a  
list of single digit options. After callers listen to the Home Menu, they select an option by pressing  
a number on any tone dial telephone. For example:  
To speak to our customer service representative, press . To reach our sales department, press  
¤. To reach our shipping and receiving department, press . To speak with our receptionist,  
press .  
The Customer Service and Sales department  
This department has two receptionists, two customer service representatives, two sales agents, a  
sales manager, and a customer service manager. CallPilot is set up to answer all calls. Callers can  
select either customer service or sales from the CCR Home Menu voice prompt.  
Incoming calls for customer service transfer directly to the customer service receptionist.  
Incoming calls for sales transfer directly to the sales receptionist.  
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Chapter 12 CallPilot configuration tips 127  
The managers  
Bridge Stone managers have a personal CO line that appears on their private telephone and their  
receptionist’s telephone. The receptionists answer the managers’ calls, and then transfer the calls  
to the manager’s telephone. The receptionist’s phone is CFNA to CallPilot.  
If a manager is unavailable to take a call, the call rings back at the receptionist’s set. The  
receptionist handles the call by asking the caller to leave a voice message in the manager’s  
mailbox. If the caller wants to leave a message, the receptionist transfers the caller using the  
CallPilot Transfer feature ≤·°fl.  
When CallPilot is set up this way, CFNA for the manager’s set is not used. The receptionist  
answers the manager’s calls and uses CallPilot’s Transfer feature to transfer the caller to the  
manager’s telephone. The CallPilot Transfer Callback Feature returns the call to the receptionist’s  
telephone if a manager is not available to take a call.  
Note: The receptionist’s telephone has a ringing line appearance. This telephone cannot  
be forwarded to another telephone.  
Shipping and Receiving  
The employees in this department share the same telephone. This department uses one telephone  
line that is assigned to the loading dock. This extension is assigned to Path 3 of the CCR Home  
Menu.  
The shipping and receiving department mailbox greeting informs callers they can leave a message  
or press to speak with the receptionist. The receptionist’s phone is CFNA to CallPilot.  
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Feature Compatibility  
This section describes how system features interact with CallPilot.  
ATA 2 and ASM  
One or more analog single-line sets can be connected to telephone system using an Analog  
Terminal Adapter or an Analog Station Module. This type of set works with DTMF tones to allow  
access to CallPilot options through the dialpad only. Rotary dials cannot be used internally with  
CallPilot.  
Answer buttons  
For information about Answer Buttons, refer to “Ringing Answer button” on page 121.  
Autodial (internal)  
All subscribers on the CallPilot system can program the CallPilot extension. Press  
≤·°fito view the CallPilot extension.  
You can use autodial for Busy Lamp Field (BLF) indication for all voice channels. This allows  
CallPilot channels to be monitored during busy periods.  
Automatic Set Relocation  
Must be set to No when changing the CallPilot extension and connections between the telephone  
system.  
Call Forward All Calls (CFAC)  
Any ringing line or answer button appearance on a set forwards to the extension specified by the  
call forwarded set. If CFAC is used a caller immediately transfers to the mailbox of the CFAC  
extension.  
Call Forward No Answer (CFNA)  
Any ringing line appearance on a set can be CFNA to the extension specified after the programmed  
number of rings.  
CFNA is not applicable in an Automated Attendant application. If Delayed Ring Transfer (DRT) is  
being used for CallPilot answering, ensure that the number of rings for CFNA on any of the sets  
with ringing appearances of lines to be answered by the Automated Attendant is equal to or higher  
than the number of rings for DRT.  
CFNA takes precedence over DRT and Transfer Callback if it has a lower number of rings.  
Camp On  
The Camp On Feature cannot be used to access CallPilot. If a caller calls the extension and there is  
no answer, the caller cannot use the Camp On Feature. Ask the caller to wait a few moments and  
try the CallPilot extension again.  
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Chapter 12 CallPilot configuration tips 129  
Delayed Ring Transfer (DRT)  
To use CallPilot as a secondary line answering position, set DRT:  
1
Assign the CallPilot extension as the prime extension for the specified lines that are to be DRT  
to CallPilot.  
2
3
4
5
Set DRT to Yes.  
Set DRT Delay from one to ten rings.  
Assign a Greeting Table to each line that is to be DRT to CallPilot.  
Set the CallPilot Answer option to No for the lines that are DRT to CallPilot.  
Note: If DRT is used for CallPilot Answering, and telephones with a ringing line  
appearance forward to CallPilot, a caller immediately transfers to the mailbox of the  
CFAC set.  
Disconnect Supervision  
With Line Disconnect Supervision, if a caller hangs up after reaching the Automated Attendant,  
CallPilot immediately breaks the connection. Disconnect Supervision results in fewer blank  
messages in the General Delivery Mailbox and prevents CallPilot ports from being occupied. You  
must use Disconnect Supervision if you use Outbound Transfers.  
Do Not Disturb (DND)  
Stops all tones and ringing to a set. When a call transfers to a set with DND activated, the call  
appears as a flashing indicator on an available line. The Automated Attendant transfers the caller  
to the mailbox associated with the telephone.  
Feature timeout  
CallPilot has a timeout of up to two minutes. This feature is independent of the CallPilot 150  
system timeout.  
Hold  
You cannot put a session on hold. If the hold button is pressed during a CallPilot programming  
session, CallPilot disconnects, except if Automatic Hold is used to transfer a caller to a mailbox or  
an extension. CallPilot ignores Held Line Reminder tones.  
Intercom Numbers  
Inside callers can access CallPilot by pressing an intercom button and entering the extension.  
Access to the CallPilot feature codes and “Message for you” indication requires an intercom button  
on the set.  
An intercom button is required to notify an extension of an incoming transfer.  
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Language choice  
The CallPilot language capability is independent of the telephone system’s language selection for a  
set. CallPilot language availability is determined by the Class of Service assigned to a mailbox.  
Note: The CallPilot language option is enabled after a subscriber starts a session.  
Lines  
If a line programmed to be answered by the Automated Attendant appears on a set, it rings when  
CallPilot transfers the call. If a line programmed to be answered by the Automated Attendant does  
not appear on a set, a call is transferred to an intercom line appearing on the intercom button.  
Message Send/Reply/Waiting  
Any message notification left by an internal caller can be replied to using the CallPilot message  
reply options. After listening to a message, a subscriber can forward a copy of the message to  
another mailbox or call the message sender.  
Note: If a subscriber replies to a message from a one line display phone, they must  
press · after listening to the message.  
Night Service  
When Night Service is activated and the CallPilot prime extension is specified as the Night Ring  
extension for an incoming line, a caller immediately hears the CallPilot Automated Attendant.  
Prime Set  
When you configure lines on your system, you can designate CallPilot as the prime extension.  
CallPilot answers with the Automated Attendant.  
Private line  
When private lines are assigned to a set programmed to ring, CFNA to CallPilot is answered by the  
set’s mailbox. If a private line is the only appearance on that set, CallPilot transfers calls through  
the intercom button.  
Note: If the private line is not programmed to appear but not to ring, CFNA is not  
activated.  
Ringing line preference  
Lines programmed as “Ring only” to telephone extensions are recognized by CallPilot. Features  
such as CFNA and CFAC to CallPilot are not recognized by non-ringing lines programmed to a  
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Chapter 12 CallPilot configuration tips 131  
Service Modes  
With the Service Modes feature you can program the telephone system to forward all incoming  
calls to CallPilot during specific time periods such as lunch time or non-business hours. CallPilot  
answers with the Automated Attendant.  
Transfer Callback  
Calls through the Automated Attendant that transfer to an extension without CFNA are routed by  
Transfer Callback to CallPilot after the designated number of rings. The CFNA/Transfer Callback  
feature is programmed so that the fewest rings take precedence.  
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133  
Chapter 13  
Default configuration values  
The following tables list CallPilot default configuration values.  
Value or range  
Default  
System Administrators password  
four to eight digits in length  
0000 (four zeros)  
Two-digit to Seven-digit  
10 1000000  
Two-digit *  
Special Mailbox types:  
10  
12  
General Delivery Mailbox  
System Administrator Mailbox  
12 1000002  
any valid CallPilot Extension  
Number  
none  
none  
Automated Attendant Extension Number  
CO Line Greeting assignment:  
Line number  
1 - 500  
Greeting Table:  
Greeting Table number  
Number of rings  
Greeting used:  
Morning  
1 - 4  
1
0
0 - 12  
1 - 40  
1 - 40  
1 - 40  
1 - 40  
1
2
3
4
P
Afternoon  
Evening  
Language  
*If the Group List leading digit is 1, the System Administrator and General Delivery Mailboxes  
default to 20 and 22. The extension number length defaults to the telephone system extension  
number l length. For more information, refer to your system documentation.  
Value or range  
Default  
Extension/mailbox:  
Extension leading digit  
0 - 9  
none  
Digits in extension  
two to seven digits  
0 - 9  
none  
none  
Mailbox leading digit  
Digits in mailbox  
two to seven digits  
none  
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Value or range  
Default  
Maximum number of subscriber mailboxes  
Classes of Service:  
200  
Class of Service number  
Mailbox message time  
Message length  
1-16  
none  
none  
none  
none  
none  
5-120 min  
2-10 min  
Greeting length  
1-10 min  
Message retention time  
Group Lists:  
0 days - indefinite  
Group List number **  
Number of members  
001 - 099 - 901-999  
1-125  
901 - 999  
none  
*Including Special Mailboxes  
**Group List numbers are always three digits long  
Hardware Specifications  
CallPilot 150  
Number of ports  
1 to 2  
8
Number of voice channels  
Message storage  
16 hours  
Value  
Response time at the Home Menu  
Number of Trees  
2.5 seconds  
8
Number of levels  
10  
8
Number of Paths per level  
Group List leading digit  
Group List range  
0
1
2
3
4
5
6
7
8
9
001 - 099  
101 - 199  
201 - 299  
301 - 399  
401 - 499  
501 - 599  
601 - 699  
701 - 799  
801 - 899  
901 - 999  
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Chapter 13 Default configuration values 135  
Default Feature Codes  
Leave Message  
Open Mailbox  
Feature 980  
Feature 981  
Feature 982  
Feature 983  
Feature 985  
Feature 986  
Feature 987  
Feature 989  
Operator Status  
Configuration  
CallPilot extension number  
Transfer to mailbox  
Interrupt  
Call Record  
Message storage times  
96 M Compact Flash card  
24 hours  
60 hours  
192 M upgrade Compact Flash card  
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Glossary  
AA  
See Automated Attendant.  
Administration  
The tasks involved in setting up and maintaining Mailboxes, Greetings, CCR Trees and  
CallPilot configuration.  
Alternate extensions  
When a caller dials an extension that is programmed to have one or more alternate  
extensions, CallPilot rings at all of the sets simultaneously. The first set to answer accepts  
the call. The other sets cannot access the line or use the Interrupt Feature (Feature 987) to  
access the answered line. Alternate extensions are available only on Subscriber mailboxes.  
Alternate Greeting  
A greeting that is recorded for a Personal Mailbox and played only on exceptional  
occasions, such as absence.  
Alternate Language  
A secondary language used for greetings and prompts. To use an Alternate Language, you  
must enable the Bilingual Option. The Alternate Language cannot be the same as the  
Primary Language.  
Attendant sign ON/OFF  
A task performed by a company Receptionist or designated Operator that indicates to  
CallPilot when an Operator is available to answer calls.  
Automated Attendant  
The CallPilot answering service that answers incoming calls with a Company Greeting,  
plays a menu of options to a caller, and performs call routing functions in response to a  
caller’s selections.  
Blind Call  
An incoming call where the caller transfers directly to the extension requested.  
Broadcast Message  
A message that can be sent by the System Administrator. This type of message plays in all  
initialized Subscriber Mailboxes.  
Business Status  
A setting that overrides the schedule of the Greeting Table and plays the Non-business  
greeting until turned off.  
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Call Screening  
When you change a mailbox owner’s Personal Mailbox Call Screening feature to  
Screened, the feature allows the mailbox owner to determine who is calling before  
accepting the call.  
CCR  
See Custom Call Routing.  
Channel configuration  
The number of channels on the CallPilot unit that are designated for outdialing.  
Class of Service  
A Class of Service defines the values for the special features of a Mailbox. When adding a  
mailbox, the System Administrator programs several special features at once by choosing  
the number from the Class of Service table that provides the level of service most  
appropriate for the subscriber.  
A mailbox cannot be added without a Class of Service.  
Company Directory  
The Company Directory is an internal voice and text list of the names of mailbox owners  
with initialized mailboxes who are designated to appear in the directory.  
Configuration  
The tasks involved in setting up the different parameters of CallPilot. For example,  
configuring the Central Office (CO) lines answered by CallPilot.  
Configuring CallPilot lines  
The tasks involved in determining which external lines are answered by CallPilot and  
which Greeting Table is assigned.  
Custom Call Routing Tree  
Call Paths that let subscribers select options to direct their calls along the paths you create.  
Defaults  
The preset parameters for CallPilot.  
Destination  
On a CCR Tree, the Destination determines where the caller is directed after they listen to  
an Information message or leave a message in a mailbox. The Destination types are:  
PREV: returns the caller to the Previous menu  
HOME: returns the caller to the Home Menu  
DI S C : disconnects the call  
You can assign destinations only to Information and Mailbox nodes.  
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Glossary 139  
Display  
A one-line or two-line display on a business telephone that shows CallPilot commands and  
options.  
Display buttons  
The three buttons that appear below a two line display telephone. When pressed, these  
buttons select the specified CallPilot option.  
Display options  
The choices available to a mailbox owner that appear on a two line display. You select  
options that appear on the display from the display or dialpad buttons.  
ATA 2  
A Nortel product that allows the connection of an analog device, such as a single-line  
telephone or a facsimile machine, to a telephone system.  
Envelope information  
A date and time stamp that appears on all messages left in a mailbox. When a message is  
left by another mailbox owner, envelope information includes the message sender’s name.  
Extensions  
A two to seven-digit number that is used to reach a designated telephone.  
Extension length  
The number of digits in an extension and an CallPilot mailbox number. The extension  
length ranges from two to seven digits.  
Feature code  
A unique three-digit code that is used to access CallPilot Features and options.  
General Delivery Mailbox  
One of the two Special Mailboxes that hold messages for individuals who are not assigned  
a Subscriber Mailbox.  
Greetings  
There are three types of CallPilot Greetings: Company Greetings, Personal Mailbox  
Greetings and Information Mailbox Greetings. Company Greetings are played by the  
Automated Attendant to incoming callers. Personal Mailbox Greetings are played to  
callers who want to leave a message in a selected mailbox. Information Mailbox Greetings  
are played to describe goods or services available to callers.  
Greeting Tables  
A table for storing recorded Company Greetings, start times assigned to the greetings, and  
the lines that are answered by CallPilot. There are four Greeting Tables.  
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Group Lists  
A collection of mailbox numbers that are assigned a special “Group” number by CallPilot.  
When a message is sent to a Group List, all the mailboxes in the list receive the message.  
Guest Mailbox  
A Guest Mailbox is a type of Subscriber mailbox for people who do not have a permanent  
extension, but require a mailbox. Guest mailboxes receive and store messages the same  
way that Subscriber mailboxes do.  
Home Menu  
The Home Menu is the first CCR menu that callers hear after they hear the Company  
Greeting. The Home Menu provides a list of single-digit options to a caller. A caller, after  
listening to the Home Voice Menu, selects the option by pressing a number on any tone  
dial telephone.  
A Home Menu can be programmed to offer eight options. By default, Ø is reserved for  
reaching the Operator, and · offers the menu in the Alternate Language.The Home  
Menu can also be a recorded Information Message that announces information to a caller  
and then disconnects the call when the announcement is finished.  
Home Menu voice prompt  
A voice prompt that provides a list of number options. When pressed, these options route a  
caller to: a sub-menu, an Information Message, a Leave Message option, or a transfer to an  
extension.  
Information Mailbox  
A mailbox that provides a caller with a message describing goods or services available  
from your company. The Information Mailbox does not take messages and does not have  
an extension associated with it.  
Information Message  
On a CCR Tree, an Information Message is a message you record to provide a caller with  
information about goods or services available from your company. Information mailboxes  
must be created before the Information Message option can be added to the CCR Tree.  
Initialize  
Preparing a mailbox to receive messages, which includes changing a mailbox default  
password, recording a Company Directory name, and recording Personal Mailbox  
Greetings.  
Initializing CallPilot  
Preparing the CallPilot settings that are used in mailbox number length and language  
preference.  
Leave Message  
The feature code used to leave messages in CallPilot mailboxes.  
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Level  
The Home Menu is on Level 0. As sub-menus are added, the caller progresses through the  
levels of the CCR Tree. A total of 11 levels can be created (from 0 to 10).  
Mailbox  
A storage place for messages on the CallPilot system.  
Mailbox number length  
The number of digits allowed in a mailbox number. The mailbox number length ranges  
from two to seven digits.  
Mailbox properties  
Mailbox properties are optional parameters in addition to the Class of Service values. The  
Mailbox properties are: Include in Company Directory, Alternate Extensions, Express  
Messaging Line, Call Screening, Message Waiting Notification, and Outdial route.  
Menu  
A menu is a voice prompt you record that provides a caller with a list of up to eight  
options. There is one default pre-recorded menu, the Automated Attendant Menu, that  
plays after the Company Greeting. You can replace this default menu with a custom menu,  
or you can assign the CCR Home Menu to play instead of an Automated Attendant menu.  
Message Waiting Notification  
Message Waiting Notification provides a mailbox owner with a message notification  
Message for you on the display of their telephone.  
Never Full Mailboxes  
CallPilot mailboxes have a Never Full Mailbox Feature, which lets callers leave messages  
in a mailbox, even if the mailbox is “full”. The messages are stored, but cannot be  
accessed until at least one saved message is deleted.  
Operator  
The Operator is the person whose extension rings when the caller is prompted by the  
Automated Attendant to “Press Ø for an operator”. If the Operator is not available,  
callers who request the Operator transfer to the General Delivery Mailbox.  
In Class of Service, the Operator is also known as a Targeted Attendant.  
Operator default extension  
The Receptionist or CallPilot designated Operator’s default extension. This default is  
preset to none, and must be changed to any valid extension on the system.  
Operator status  
The CallPilot setting that tells the system whether or not a receptionist or designated  
Operator is available.  
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Option  
A CallPilot choice that is given to a subscriber through voice or display prompts.  
Outdial method  
The Outdial method determines which line, line pool or route the system uses when a  
mailbox owner replies to a message left by an external caller, and for Off-premise  
Message Notification.  
Password  
A four- to eight-digit number that is entered on the dialpad. A password is used to open  
mailboxes or perform configuration tasks.  
Path  
A Path is the course an incoming call takes to or through one or more menus on a CCR  
Tree to reach a desired destination.  
Path number  
A number assigned to a Path on each CCR Tree. The number represents the sequence of  
digits that callers enter to route themselves along the Path.  
Primary Greeting  
The main greeting played in a Personal Mailbox to callers who want to leave a message.  
Resetting passwords  
A System Administrator task that changes a mailbox password from its current setting  
back to the CallPilot default setting 0000.  
Resetting CallPilot  
Returning CallPilot to its original default settings.  
Special Mailboxes  
The two mailboxes used by the System Administrator and designated Operator. The two  
Special Mailboxes are System Administrator and General Delivery.  
Sub-menu  
A sub-menu is any menu presented to the caller after the Home Menu. Sub-menus can  
lead to other sub-menus. A total of nine sub-menus can be added to a CCR Tree.  
Subscriber  
A subscriber is a mailbox owner. Subscriber mailboxes include Subscriber and Guest  
mailboxes.  
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Subscriber mailboxes  
are assigned to subscriber by the System Administrator  
include both Subscriber and Guest Mailboxes  
are maintained by the mailbox owner  
can be listed in the Company Directory under the subscriber’s name  
are protected by a password that can be changed by the subscriber, or reset to 0000  
by the System Administrator if the password is forgotten  
System Administrator  
The person responsible for configuring, updating, and maintaining the CallPilot system.  
System Administrator Mailbox  
One of the two Special Mailboxes. Used by the System Administrator for sending  
Broadcast Messages. This is the System Administrator’s Personal Mailbox.  
Target Attendant  
The Target Attendant is assigned to answer a telephone when a caller opens a mailbox to  
leave a message and presses to reach the Operator.  
Tone dial telephone  
A push button telephone that emits DTMF tones.  
Transfer node  
On a CCR Tree, a Transfer node provides a caller with access to an extension or an  
external number. A Transfer node is assigned a one-digit number that appears in a menu.  
When this number is pressed, the caller automatically transfers an extension or external  
number.  
Voice prompts  
The prerecorded voice instructions that are played to callers when they access CallPilot  
features and options. Voice prompts guide a caller along the call Path of a CCR Tree.  
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Index  
A
ATA 2 and ASM  
Autodial  
Camp On  
CCR Tree  
Automated Attendant  
B
Menu sub-node  
Broadcast message  
Business Status  
C
Call Display Information  
Call Forward  
Call Record  
CallPilot  
CallPilot Feature Compatibility  
Company Directory  
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146 Index  
Display telephone  
Do Not Disturb (DND)  
E
Enabling  
Error messages  
Expiry  
Express Messaging Line  
D
Extension number length  
Default extension  
F
Delayed Ring Transfer (DRT)  
Forwarding calls  
G
Destination Types  
Greeting Table  
Dialing Translation  
Greetings  
Dialing Translation Table  
Group List  
Disconnect Supervision  
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H
Home node  
I
Mailbox message time  
Information  
Mailbox properties  
Information Mailbox  
Information mailbox greeting  
Message  
Message length  
Intercom numbers  
L
Messages  
Language choice  
Leave Message  
Leave Message Point  
N
Name  
Networking  
Log prompt  
Night Service  
M
Mailbox  
O
Off-premise Message Notification  
Operator  
Operator password  
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148 Index  
Properties  
Outbound Transfer  
R
Recording  
Reply Feature  
Outdial route  
Resetting  
P
Parameters  
Rings  
S
Password  
Service Modes  
Set Relocation  
Sub-menu  
System Administrator  
Password attempts  
T
Password expiry  
Target Attendant  
Path  
Telephone  
Path Number  
Time and Date  
Personal Mailboxes  
Timeout  
Points, CCR  
Transfer Callback  
Prime Set  
Tree  
Private line  
Prompt language  
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