ADP Network Phone Xpress - Admin Training Guide

Transcription

Network Solutions
Dealer Services
ADP Network
Phone Xpress
Administration
Guide
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© 2011
ADP, Inc.
These student course materials are the property of The Dealer Services
Group of ADP, Inc. and are licensed to you for the sole purpose of giving
necessary instructions in proper operation of the system. All these
materials must be returned to ADP at its request. Any other use or
application of these materials and the information contained herein is
unauthorized and not endorsed by The Dealer Services Group of ADP,
Inc. Printed material is registered by individual customer. There will be a
$50 charge for every such assigned copy that cannot be recovered from
the customer in its entirety originally as issued, and returned to The
Dealer Services Group of ADP, Inc. upon request.
© 2011 The Dealer Services Group of ADP, Inc. All rights reserved,
including translation in the United States of America, as well as in
Canada and other countries of the International Copyright Union. All
rights reserved under Pan-American Copyright Conventions and under
the Universal Copyright Convention. No part of these materials may be
reproduced, translated, or appropriated in any form or by any means
(including electronic, mechanical, or other, such as photocopying,
recording, or any information storage and retrieval system) without
permission in writing from the publisher. Inquiries should be addressed
to:
ADP, Inc.
Dealer Services Group
1950 Hassell Rd.
Hoffman Estates, Illinois 60195-2308
(847) 397-1700
ADP-Autonom
Robert Bosch Strasse 35
42 489 Wulfrath, Germany
49-02058-902-00
ADP Dealer Services Ltd.
1210 Sheppard A venue East, 6th Floor
Nort h York, Ontario M2K 1E3
416-498-3700
ADP Dealer Services (UK) Ltd.
ADP House, Rawmarsh Road
Rotherham, England S60 1RU
44-01709-838000
Forms and Supplies toll free numbers:
800-ADP -ADP-A DP in U.S.A.
877-847-9276 in Canada
Printed in U.S.A.
Introduction
ADP Training Locations
United States
Clifton NJ
(973) 591-6400
Atlanta GA
(678) 319-6400
Hoffman Estates IL
(847) 397-1700
Dallas TX
(214) 630-3041
LaPalma CA
(714) 228-0222
Clackamas OR
(503) 654-6300
Canada
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Toronto ON
(416) 498-3700
Montreal QC
(450) 641-7200
Vancouver BC
(604) 291-6200
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ADP Network Phone Xpress Administration Guide
Welcome to ADP
ADP Dealer Services is the second largest business unit of
Automatic Data Processing, Inc. (NYSE:ADP) of Roseland, New
Jersey. ADP Dealer Services provides integrated computing
solutions to nearly 25,000 auto, truck, motorcycle, marine and
recreational vehicle dealers throughout the world. ADP, Inc., with
nearly $9 billion in revenues and more than 570,000 clients
worldwide, is one of the largest providers of a broad range of
premier, mission-critical, cost effective, transaction-processing and
information-based business solutions. Some of the beneficial
products ADP provides are:

Accounting

Payroll

Finance & Insurance - Sales Management

Parts Inventory & Invoicing

Customer Satisfaction Management

Service - Repair Order Invoicing, Dispatching, Electronic
Repair Order

Web-based Dealer Management Systems
In addition, ADP Dealer Services works closely with key
manufacturers to provide and enhance communication systems for
dealer-to- factory use. All of these innovative computing services
are designed to improve dealership efficiency and profitability.
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Introduction
Table of Contents
Resources .......................................................................................... 7
adpdealerservices.com – Learning Management System ...................... 9
help.mynetworkphone.com ................................................................ 10
Accessing and Navigating Office Manager ....................... 12
Understanding the Different Phone Types .......................................... 13
Locating a Phone’s MAC Address ...................................................... 14
Logging In to Cisco Office Manager ................................................... 18
Navigation ........................................................................................ 19
Rebooting a Phone ........................................................................... 20
Manage Users and Phones for Office Manager ............... 27
Updating a Phone’s User Name and Password ................................... 28
Managing Call Forwarding................................................................. 31
Managing Mobility (Single Number Reach) ......................................... 35
Managing Voice Mail ............................................................... 38
Turning Voice Mail On/Off ................................................................. 39
Viewing Voice Mail Usage Statistics ................................................... 41
Managing Voice Mail Caller Options ................................................... 43
Selecting the Voice Mail Operator ...................................................... 46
Managing Groups..................................................................... 49
Managing Paging Groups .................................................................. 50
Managing Call Pickup Groups............................................................ 53
Managing the Phone System ................................................ 57
Turning On/Off Music On Hold ........................................................... 58
Uploading New Music On Hold Files .................................................. 60
Managing the Night Service Schedule ................................................ 63
Maintaining the Holiday Schedule ...................................................... 65
Recording Prompts ........................................................................... 68
Managing Local Speed Dials ............................................................. 70
Managing the Local Directory ............................................................ 73
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Using This Manual
This manual is designed to:

Assist you during this course.

Provide a reference manual for you back at your dealership.
In this manual you will find:

Screen examples to use as references.

Checklists for step-by-step operations.

Plenty of room in the margin for your notes.

Exercises that give you a chance to practice what you learned.
Common Instructions and Graphics
When you see:
It means:
Tip. Tips give additional information
or a reminder to assist you. This
includes keystroke shortcuts.
This indicates an exercise.
This indicates a page has been
provided for your additional notes.
Stop. Wait before proceeding.
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Introduction
Notes
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Course Objectives
In this course you will learn about the following components of the
ADP Network Phone Enterprise system:

Overview of the hardware

Accessing Cisco Office Manager

Managing Users and Phones


6

Viewing Users/Phones

Rebooting Phones

Updating Names/Passwords Assigned to Phones

Managing Call Forwarding

Managing Single Number Reach

Managing Voice Mail
Managing Groups

Working with Paging Groups

Working with Call Pickup Groups
Managing the Phone System

Working with Music on Hold

Managing the Auto Attendant

Managing Global Speed Dials

Managing the Local Directory
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Introduction
Resources
adpdealerservices.com
Log in to http://www.adpdealerservices.com, click the Member Login button, enter your
User ID and Password, select Support Solutions from the drop-down list, and then click
Login.
Documentation – user and technical guides.
Knowledge Base – search for answers to your questions.
Training – find out what’s available.
ADP Assistance
Client Technical Assistance
ADP Forms and Supplies
In the U.S. call 1-800-ADP-ADP-ADP
In Canada call 1-877-847-9276
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ADP Training – www.adpdealerservices.com
Click Training to
view the many
training offerings.
Click Support for
additional resources.
Click Member Login to enter your adpdealerservices.com user- id
and password or click Register to become a member.
Click Training to view training options and the Learning
Management System.
Click Support Solutions to view cases, the Knowledge Base, and
online documentation.
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Introduction
adpdealerservices.com – Learning Management System
Manage your learning with the web-based Learning Management
System (LMS) available through adpdealerservices.com. Find
course information, track your courses, and enroll online.
A variety of learning options are available:
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
E-Learning – Provides access to training 24/7, via self paced
courses available on the web at adpdealerservices.com

Coach – Learn from your dealership via the internet. Coach is
a regularly scheduled, 1-2 hour class led by an ADP instructor.

Class – Traditional instructor led classes conducted in a
regional ADP training center.

Product Spotlight – Preview an ADP product via the web,
available 24/7 at adpdealerservices.com.
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help.mynetworkphone.com
Access documentation and training resources from
help.mynetworkphone.com.
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Introduction
Notes
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Accessing and Navigating Office
Manager
Objectives
In this chapter you will:
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
Examine the different phone types your dealership uses

Locate a phone’s MAC Address

Access Office Manager

Navigate Office Manager
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Accessing and Navigating Office Manager
Understanding the Different Phone Types
There are a few different Cisco IP phones that your dealership can
potentially use.
Available Phone Models
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Model 508
Model 525
Model 500 Sidecar
Eight-line phone with LCD
display and P C port
Five-line phone with color LCD
and PC port
Adds 32 buttons to 508/525.
Two modules can be
connected.
Used by receptionist.
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Locating a Phone’s MAC Address
The Media Access Control (MAC) address is a unique, 12character, hexadecimal number (e.g., 000B6A409C40) that
identifies a Cisco IP phone. Cisco UCM requires the MAC address
when configuring a Cisco IP phone device.
Note. The MAC address is also located on the back of the phone,
so you can view a phone’s MAC address even without power.
The following steps are for locating the MAC address for the 508
model phone.
Step
Locating a Model 508 Phone’s MAC Addre ss
1.
Press the Setup button.
2.
Select Settings.
3.
Select Model Information.
4.
Scroll down to view the MAC address.
The following steps are for locating the MAC address for the 525
model phone.
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Step
Locating a Model 525 Phone’s MAC Addre ss
1.
2.
Select Status.
3.
Select Product Information.
4.
View the MAC address.
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Locating a 508 Model Phone’s MAC Address: Step-byStep
1
Press the Setup
button.
2
Select
Settings.
3
Select Model
Information.
4
Scroll down to
view the MAC
address.
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Locating the Model 525 Phone’s MAC Address: Step-byStep
1
Press the Setup
button.
2
Select Status.
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Locating the Model 525 Phone’s MAC Address: Step-byStep
3
Select Product
Information.
4
View the MAC
address.
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Logging In to Cisco Office Manager
You can access the Cisco Office Manager administration tool from
the icon on your desktop, or by clicking Start | Programs | Cisco
Small Business | Cisco Small Business Office Manager.
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Navigation
Navigate within Office Manager by clicking menu items on the
left. The menu items you will use the most are:
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
Users and Groups

Phone System
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Rebooting a Phone
You should reboot a phone when it experiences an error, when you
want to restore it to its original configuration, or when you make a
change to it. When you reboot a phone, it reloads its configuration
from UCM, so any customizations made to the phone will be lost.
When you reset the phone, any current calls will be disconnected,
and it may take several minutes before the phone can be used
again.
You can reboot a phone from Office Manager or from the actual
phone.
These steps show you how to reboot a phone from Office Manager.
Step
Rebooting a Phone from Office Manager
1.
From the menu, click Users.
2.
Click the name of the user whose phone you want to
reboot.
3.
Click Reboot Phone.
4.
After the phone reboots, click OK.
These steps show you how to reboot a 508 model phone from
itself.
Step
Rebooting a 508 Model Phone from the Device
1.
2.
Select Reboot.
3.
Press the OK softkey to confirm.
These steps show you how to reboot a 525 model phone from
itself.
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Step
Rebooting a 525 Model Phone from the Device
1.
2.
Select Device Administration.
3.
Select Restart.
4.
Press the OK softkey to confirm.
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Rebooting a Phone from Office Manager: Step-by-Step
1
From the
menu, click
Users.
2
Click the
name of the
user whose
phone you
want to
reboot.
3
Click
Reboot
Phone.
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Rebooting a Phone from UCM: Step-by-Step
4
After the
phone
reboots, click
OK.
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Rebooting a 508 Model Phone from the Device: Step-byStep
1
Press the
Setup button.
2
Select
Reboot.
3
Press the OK
softkey to
confirm.
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Rebooting a 525 Model Phone from the Device: Step-byStep
1
Press the Setup
button.
2
Select Device
Administration.
3
Select Restart.
4
Press the OK
softkey to
confirm.
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Exercise – Find and Reboot a Phone
Objective
In this exercise you will find your phone in Office
Manager, locate its MAC address, and then reboot the
phone.
Instructions
1. Find your phone in Office Manager.
2. Locate the MAC address for your phone.
3. Reboot your phone from Office Manager.
End of the exercise.
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Notes
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Manage Users and Phones for Office Manager
Manage Users and Phones for Office
Manager
Objectives
In this chapter you will:
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
Find and view a phone/user

Update a phone’s name/password

Manage call forwarding

Manage mobility (single number reach)

Manage a user’s voice mail account
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Updating a Phone’s User Name and Password
When an employee leaves your dealership and is eventually
replaced, you can easily update the former employee’s phone
settings to accommodate the new employee. This involves
changing the person’s name and password. This name displays in
the upper-right corner of the phone’s screen.
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Step
Updating a Phone’s User Name and Password
1.
2.
Click the Name for the phone you want to edit.
3.
Enter new values for the First and Last name fields, enter
a new password, and then click Save to apply the
changes to the phone.
4.
Click OK after the phone updates.
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Changing an Existing Phone for a New User: Step-byStep
1
From the menu,
click Users.
2
Click the Name
for the phone
you want to edit.
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Changing an Existing Phone for a New User: Step-byStep
3
Enter new
values for the
First and Last
name fields,
enter a new
password, and
then click Save
to apply the
changes to the
phone.
4
Click OK after
the phone
updates.
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You can set up the call forwarding rules for any dealership phone.
These rules include turning the feature on/off and being able to set
different forwarding numbers when the phone is either busy or
when no one answers the call.
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Step
1.
2.
Click the name for the phone whose call forwarding rules
you want to change.
3.
Adjust the call forwarding settings as needed, and then
click Save to update the phone.
4.
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Managing Call Forwarding: Step-by-Step
1
From the
menu, click
Users.
2
Click the name
for the phone
whose call
forwarding
rules you want
to change.
3
Adjust the call
forwarding
settings as
needed, and
then click Save
to update the
phone.
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Managing Call Forwarding: Step-by-Step
4
Click OK.
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Manage Users Page
Key Fields
Action/ Definition
Forward all calls to
Select the option to forward all calls to:
None: effectively turns off call forwarding
Voice mail: forwards the call to the user’s voice mailbox
Auto Attendant: forwards the call to the auto attendant
Number: forwards call to the number that you specify
If phone is busy,
forward to
Select the option to forward calls to when the phone is busy
(only when the call forwarding all is set to None):
None: the call will not be forwarded
If call is not
Select the option to forward calls to when no one answers the
answered, forward to phone (only when the call forwarding all is set to None):
None: the call will not be forwarded
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Managing Mobility (Single Number Reach)
With the mobility, or single number reach, feature, you can set up
a user’s phone with a second number—usually one for a mobile
phone—that rings simultaneously with his or her Cisco phone. If
the user picks up the call on a cell phone, he or she can later
transfer it to the Cisco phone.
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Step
Managing Mobility (Single Number Reach)
1.
2.
Click the name for the phone whose mobility feature you
want to update.
3.
Select ON from the Single Number Reach field, type the
person’s mobile number (including the leading 9) in the
Target field, and then click Save to update the phone.
4.
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Managing Mobility (Single Number Reach): Step-by-Step
1
From the
menu, click
Users.
2
Click the
name for the
phone whose
mobility
feature you
want to
update.
3
Select ON
from the
Single
Number
Reach field,
type the
person’s
mobile
number
(including the
leading 9) in
the Target
field, and then
click Save to
update the
phone.
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Managing Mobility (Single Number Reach): Step-by-Step
4
Click OK
after the
phone
updates.
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Managing Voice Mail
Objectives
In this chapter you will learn how to:
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
Turn voice mail on and off

View voice mail usage statistics

Manage voice mail caller options

Select the voice mail operator
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Managing Voice Mail
Turning Voice Mail On/Off
You can turn a user’s voice mailbox on and off from Office
Manager.
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Step
Turning Voice Mail On/Off
1.
2.
Click the name for the phone whose voice mail you want
to turn on or off.
3.
Select ON from the Voice Mail field, and then click
Save to update the phone.
4.
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Turning Voice Mail On/Off: Step-by-Step
1
From the menu,
click Users.
2
Click the name for
the phone whose
voice mail you want
to turn on or off.
3
Select ON from the
Voice Mail field,
and then click Save
to update the phone.
4
Click OK after the
phone updates.
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Managing Voice Mail
Viewing Voice Mail Usage Statistics
You can view basic statistics for all voice mailboxes—both
individual and group—at your dealership, including:.
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
Size of the mailbox (measured in seconds)

Amount of space currently being used (measured in seconds)

Total number of messages in the mailbox

Number of new messages in the mailbox

Number of saved messages in the mailbox

Number of other messages (e.g., deleted messages, recorded
and saved but not sent, etc.) saved in the mailbox
Step
Viewing Voice Mail Usage Statistics
1.
From the menu click Voicemail.
2.
View the voice mail statistics for the user and group
mailboxes as needed.
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Viewing Voice Mail Usage Statistics: Step-by-Step
1
From the menu
click Voice mail.
2
View the voice mail
statistics for the
user and group
mailboxes as
needed.
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Managing Voice Mail
Managing Voice Mail Caller Options
You can manage what features are available to callers when they
reach a dealership user’s voice mailbox. You can assign the
following options to any standard key:
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
Do nothing: makes the key inactive

Repeat greeting: plays the voice mailbox owner’s greeting
again from the beginning

Say goodbye: the voice mail attendant says ―goodbye,‖ and the
call ends

Skip greeting: skips the user’s greeting

Subscribe r sign-in: prompts the caller to enter a voice mailbox
extension and PIN (used by dealership users to access their
mailboxes from a different phone)

Transfer to operator: transfers the caller to the dealership’s
operator

Transfer to inte rnal: prompts the caller to enter an extension,
which he or she is then transferred to

Transfer to external: prompts the caller to enter an external
phone number (caller needs to enter a 9 before the number),
which he or she is then transferred to
Step
Managing Voice Mail Caller Options
1.
2.
Click the name for the phone whose voice mail caller
options you want to adjust.
3.
Click Set Voice mail Caller Options.
4.
Make any needed changes to the voicemail caller
options, and then click OK.
5.
Click Save to apply the changes to the phone.
6.
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Managing Voice Mail Caller Options: Step-by-Step
1
From the menu,
click Users.
2
Click the name for
the phone whose
voice mail caller
options you want to
adjust.
3
Click Set
Voice mail Caller
Options.
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Managing Voice Mail
Managing Voice Mail Caller Options: Step-by-Step
4
Make any
needed changes
to the voicemail
caller options,
and then click
OK.
5
Click Save to
apply the
changes to the
phone.
6
Click OK after
the phone
updates.
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Selecting the Voice Mail Operator
You can select which extension callers are transferred to if they
select the transfer to operator option while in the voice mail
system.
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Step
Selecting the Voice Mail Operator
1.
From the Phone System menu, click Voice mail.
2.
From the Operator section, select the extension you want
callers to be transferred to when selecting the transfer to
operator option in the voice mail system.
3.
Click Save to update the system.
4.
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Managing Voice Mail
Selecting the Voice Mail Operator: Step-by-Step
1
From the Phone
System menu, click
Voice mail.
2
From the Operator
section, select the
extension you want
callers to be
transferred to when
selecting the
transfer to operator
option in the voice
mail system.
3
Click Save to
update the system.
4
Click OK after the
phone updates.
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Exercise – Changing Existing Phones
Objective
In this exercise you will change the settings on your
phone for a new user, delete an existing user, add a new
user, and associate the new user with a phone.
Instructions
1. Turn off your voice mailbox (but do not save the change).
2. Find out how much space remains on your personal voice
mailbox.
3. Set your voice mail box to transfer callers who select the
transfer to operator option to your dealership’s receptionist.
4. Check to see whose extension is currently set as the operator. If
your dealership receptionist’s extension is not set as the
operator, set it now and save the change.
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Managing Groups
Managing Groups
Objectives
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
Add and remove phones from paging groups

Add and remove phone extensions from call pickup groups
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Managing Paging Groups
You can maintain which phones belong in the various paging
groups your dealership may have set up. A phone can belong only
to one paging group, although a paging group can belong to one or
more other paging groups.
Step
Managing Paging Groups
1.
From the Users and Groups menu, click Groups.
2.
Click the Paging Groups tab.
3.
Adjust the name of the paging group as necessary. To
add or remove a phone from a paging group, click
Modify for the group.
4.
To add a phone to a paging group, click to select it from
the Available list, and then click
Group Members list.
to move it to the
To remove a phone from a paging group, click to select it
from the Group Members list, and then click
move it to the Available list.
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to
5.
Click Save to apply the changes to the paging group.
6.
Click OK after the update completes.
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Managing Groups
Managing Paging Groups: Step-by-Step
1
From the Users
and Groups
menu, click
Groups.
2
Click the
Paging
Groups tab.
3
Adjust the
name of the
paging group as
necessary. To
add or remove
a phone from a
paging group,
click Modify
for the group.
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4
To add a phone
to a paging
group, click to
select it from
the Available
list, and then
click
to
move it to the
Group
Members list.
To remove a
phone from a
paging group,
click to select it
from the Group
Members list,
and then click
to move
it to the
Available list.
5
Click Save to
apply the
changes to the
paging group.
6
Click OK after
the update
completes.
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Managing Groups
Managing Call Pickup Groups
Remote destination profiles define the parameters for all of a user’s
remote destination numbers.
Step
Managing Pickup Groups
1.
From the Users and Groups menu, click Groups.
2.
Click the Call Pickup Groups tab.
3.
Adjust the name of the call pickup group as necessary.
To add or remove a phone from a call pickup group,
click Modify for the group.
4.
To add a phone to a call pickup group, click to select it
from the Available list, and then click
to the Group Members list.
to move it
To remove a phone from a call pickup group, click to
select it from the Group Members list, and then click
to move it to the Available list.
xxx
5.
Click Save to apply the changes to the call pickup group.
6.
Click OK after the update completes.
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1
From the Users
and Groups
menu, click
Groups.
2
Click the Call
Pickup
Groups tab.
3
Adjust the
name of the call
pickup group as
necessary. To
add or remove
a phone from a
call pickup
group, click
Modify for the
group.
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Managing Groups
4
To add a phone
to a call pickup
group, click to
select it from
the Available
list, and then
click
to
move it to the
Group
Members list.
To remove a
phone from a
call pickup
group, click to
select it from
the Group
Members list,
and then click
to move
it to the
Available list.
5
Click Save to
apply the
changes to the
call pickup
group.
6
Click OK after
the update
completes.
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Exercise – Managing Phone Groups
Objective
In this exercise you will add and then remove a phone
from a call pickup group, rename a call pickup group, and
then add and remove a phone from a paging group.
Instructions
1. Add your phone to one of the call pickup groups
2. Remove your phone from the call pickup group that you just
added it to.
3. Change the name of a different call pickup group, but do not
save the change.
4. Add your phone to the sales paging group.
5. Remove your phone from the sales paging group.
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Objectives
xxx

Manage music on hold settings

Manage the auto attendant

Manage local speed dials

Add entries to the local directory
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Turning On/Off Music On Hold
You can set your phone system to play music on hold from a
streaming device (such as an MP3 player) that is attached directly
to the UC500 device, or you can upload a single music file through
Office Manager.
When streaming music from a device attached to the UC500, or if
you don’t want any music on hold to play, be sure to turn the
Music On Hold to Off.
58
Step
Turning On/Off Music On Hold
1.
From the Phone System menu, click Music On Hold.
2.
Click the Enabled field to toggle the value between ON
and OFF, and then click Save to apply the change.
3.
Click OK after the system updates.
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Turning On/Off Music On Hold: Step-by-Step
1
From the
Phone System
menu, click
Music On
Hold.
2
Click the
Enabled field
to toggle the
value between
ON and OFF,
and then click
Save to apply
the change.
3
Click OK
after the
system
updates.
xxx
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Uploading New Music On Hold Files
You can upload a single audio file—in MP3, WAV, or AU
format—to act as your dealership’s music on hold. Your phone
system then plays this audio file continuously, and callers will here
it if they are ever placed on hold.
60
Step
Uploading New Music On Hold Files
1.
From the Phone System menu, click Music On Hold.
2.
Make sure the Enabled field is set to ON, and then click
Choose File.
3.
Navigate to and select the audio file you want to upload,
and then click Open.
4.
Click Save to upload the file and apply the change.
5.
Click OK after the system updates.
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Uploading New Music On Hold Files: Step-by-Step
1
From the
Phone System
menu, click
Music On
Hold.
2
Make sure the
Enabled field
is set to ON,
and then click
Choose File.
3
Navigate to
and select the
audio file you
want to
upload, and
then click
Open.
xxx
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Uploading New Music On Hold Files: Step-by-Step
4
Click Save to
upload the file
and apply the
change.
5
Click OK
after the
system
updates.
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Managing the Night Service Schedule
You can control the schedule for the night service. You can set
each day with a different schedule.
xxx
Step
Managing the Night Service Schedule
1.
From the Phone System menu, click Schedules | Night
Service.
2.
Set the hours the night service is to be active for each
day of the week, and then click Save to update the
system.
3.
Click OK after the system completes the update.
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Managing the Night Service: Step-by-Step
1
From the
Phone System
menu, click
Schedules |
Night
Service.
2
Set the hours
the night
service is to
be active for
each day of
the week, and
then click
Save to
update the
system.
3
Click OK
after the
system
completes the
update.
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Maintaining the Holiday Schedule
When you know your dealership is going to be closed to observe a
holiday, you can schedule your auto attendant so that it will play
an appropriate message to your callers. You can set up to 26
different holidays at any one time.
xxx
Step
Maintaining the Holiday Schedule
1.
From the Phone System menu, click Schedules and then
Holidays.
2.
To add a new holiday, navigate the calendar to the
appropriate month and year, click the date for the
holiday, and then type a name for the holiday in the field.
3.
To delete an existing holiday, click the Delete button in
the row for the holiday.
4.
Click Save to update the system.
5.
Click OK after the system completes the update.
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Maintaining the Holiday Schedule: Step-by-Step
1
From the
Phone System
menu, click
Schedules
and then
Holidays.
2
To add a new
holiday,
navigate the
calendar to the
appropriate
month and
year, click the
date for the
holiday, and
then type a
name for the
holiday in the
field.
3
To delete an
existing
holiday, click
the Delete
button in the
row for the
holiday.
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Maintaining the Holiday Schedule: Step-by-Step
4
Click Save to
update the
system.
5
Click OK
after the
system
completes the
update.
xxx
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Recording Prompts
End users at your dealership can set up fast dial positions on their
phones, which allow them to store and quickly dial frequentlycalled numbers.
Step
Recording Prompts
1.
2.
3.
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Recording Prompts: Step-by-Step
1
From the
UCM User
Options menu,
click User
Options |
Fast Dials.
2
Click Add
New.
3
Accept the
default value
in the Fast
Dial field.
In the Phone
Number field,
type the
number for
the fast dial as
you would
dial it from
your phone,
and then click
Save.
xxx
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Managing Local Speed Dials
You can create speed dial entries that any dealership phone can
access (by pressing the Setup button and then selecting Directory
and then Local Speed Dial). Remember to enter a leading 9 when
setting up external numbers in the local directory.
70
Step
Managing Local Speed Dials
1.
From the Phone System menu, click Phone Menus |
Local Speed Dials.
2.
Click Add Another.
3.
4.
Type the name and the number for the speed dial entry.
Remember to enter a leading 9 for external numbers.
Click the Up and Down arrow buttons to reposition an
entry.
To delete an entry, click Delete in the row for the entry.
5.
Click Save to apply the changes.
6.
Click OK after the system applies the changes.
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Managing Local Speed Dials: Step-by-Step
1
From the
Phone System
menu, click
Phone Menus
| Local Speed
Dials.
2
Click Add
Another.
3
Type the
name and the
number for
the speed dial
entry.
Remember to
enter a leading
9 for external
numbers.
Click the Up
and Down
arrow buttons
to reposition
an entry.
xxx
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Managing Local Speed Dials: Step-by-Step
4
Click Save to
apply the
changes.
5
Click OK
after the
system applies
the changes.
6
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You can manually add entries to your dealership’s local directory
Users by pressing the Setup button and then selecting Directory
and then Local Directory).
xxx
Step
1.
From the Phone System menu, click Phones Menus |
Local Directory.
2.
Click Add Another.
3.
Type the name and the number for the speed dial.
Remember to enter a leading 9 for external numbers.
4.
To delete an entry, click Delete in the row for the entry.
5.
Click Save to apply the changes.
6.
Click OK after the system applies the changes.
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Managing the Local Directory: Step-by-Step
1
From the
Phone System
menu, click
Phones
Menus |
Local
Directory.
2
Click Add
Another.
3
Type the
name and the
number for
the speed dial.
Remember to
enter a leading
9 for external
numbers.
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Managing the Local Directory: Step-by-Step
4
To delete an
entry, click
Delete in the
row for the
entry.
5
Click Save to
apply the
changes.
6
Click OK
after the
system applies
the changes.
xxx
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Exercise – Managing the Phone System
Objective
In this exercise you will add an entry to your local
directory, add a local speed dial entry, and create a
holiday for the auto attendant’s schedule.
Instructions
1. Add Janice Davis (phone number: 503-555-9090) to your
dealership’s local directory. Delete the entry.
2. Add Samuel Chen (extension 6565) as a local speed dial. Move
his entry to the top of the list. Delete the entry.
3. Review what holidays are currently set up, and then create the
next holiday that your dealership will be observing.
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ADP Network Phone Xpress - Admin Training Guide

Transcription

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