CommPortal Assistant USER GUIDE

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• Select Profile: if you have configured multiple profiles within Outlook and have not set adefault profile, the dropdown box will display an alphabetically sorted list of all profiles. Youmust select a profile before synchronization can occur, and you will see a validation error if youattempt to submit the page without selecting a profile.• If you have only one profile or have configured a default profile, this will be shown and the fieldwill grayed out.• Synchronize automatically every hour: this will be enabled by default, and synchronizationwill occur automatically at the interval indicated. Turn off this option if you only want to run thesynchronization process manually using CommPortal Assistant.• Direction: this allows you to specify the direction in which you want the synchronization tooccur. The options are Both directions, From Outlook only, and To Outlook only. The defaultoption is Both directions.• Outlook Contacts Folders to Sync With: this indicates which Outlook folders will be included inthe synchronization. The default is Contacts. Note that you cannot deselect this Contacts folder.• You can use the Choose button to display a tree-view list of possible folders within yourOutlook mail store, each with an associated checkbox to indicate whether this folder should beincluded in the synchronization.Note: If you change your Outlook profile using the Select Profile button described above, theFolder list is reset to include just the default Contacts folder. You cannot use the Choose button ifyou have not selected a Profile.Once you have completed the configuration, select OK to submit your changes.• If you have enabled synchronization, you will then be prompted to either synchronizeimmediately, or disable synchronization.• If you choose to synchronize immediately, a foreground synchronization will start.4.4Incoming CallsYou should use this tab to set whether CommPortal Assistant displays a pop-up when thetelephone number you used to log into CommPortal Assistant rings. You can also enter up to fivetelephone numbers to which you can redirect these incoming calls using the pop-up.User Guide12
Document Version 1.0 CONFIDENTIAL CommPortal V7.1.0105 Mar 2010 CommPortal GuideConfiguring CommPortal AssistantFigure 12: 66: Incoming Calls Calls This feature is enabled by default. If you choose to disable it by unchecking• This the feature box, the is enabled other controls by default. on this If you tab choose will be to grayed disable out. it by unchecking the box, the othercontrols on this tab will be grayed out. You may enter up to 32 characters in the Name field, or leave the field blank.• You may enter up to 32 characters in the Name field, or leave the field blank. You may enter any common number punctuation in the Number field• You including may enter * and any # common to allow number you to punctuation use Business the Group Number short field and including intercom * and # to allowyou codes. to use The Business numbers Group can short be in and any intercom form that codes. would The be numbers valid to can dial be from in any the form thatwould telephone, be valid for to example dial from national the telephone, numbers, for example local numbers, national numbers, or extension local codes. numbers, orextension codes.You cannot leave this field blank if you enter a value in the Name field.• You cannot leave this field blank if you enter a value in the Name field. Delete all empties all the call redirection text fields.• Delete all empties all the call redirection text fields. Once you have entered all the information, press Apply to save your changes• Once but remain you have on entered this tab, all or the OK information, to save and press close Apply the to Settings save your tab. changes You will but see remain onthis an tab, error or message OK to save if you and have close completed the Settings any tab. of You the will fields see incorrectly.an error message if you havecompleted any of the fields incorrectly.CommPortal Assistant A-1113 CommPortal Assistant
Page 3 and 4: FeaturesDocument Version 1.0 CONFID
Page 5 and 6: Installing CommPortal AssistantA.1.
Page 7 and 8: Installing CommPortal AssistantClic
Page 9 and 10: Configuring CommPortal Assistant•
Page 11: Configuring CommPortal AssistantYou
Page 15 and 16: Using CommPortal AssistantA.3.2 A.3
Page 17 and 18: mmPortal AssistantUsing CommPortal
Page 19 and 20: NOTES

CommPortal Assistant USER GUIDE

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