Hosted Voice Product Training Standard CommPortal 1 Agenda 7. Call Manager 1. Customer Resource Page • • • • 2. How to Log In Summary Forwarding Follow Me Screening 3. “Help” Button 8. Applications 4. Dashboard 9. Settings • • • • • • 5. Messages & Calls 6. Contacts Call Me Security – 911 Blocking Preferences Messaging Phones configuration 10. Contacts 2 Resource Center http://www.earthlinkbusiness.com/hostedvoice 3 Log In Open up a web browser Go to https://voip.elnk.us You will enter the following: Number – This is your 10 digit telephone number. Please enter numbers only without dashes Password– This will be the same password that you have for your voicemail 4 Powerful “Help” Tool At anytime the extensive “Help” topics are available for the user to assist them with first time issues. 5 Call Button Allows the system to dial to a number but will always display the office number as the caller ID despite the physical phone the call is being placed from. 6 CommPortal (User Dashboard) • Web-based interface to manage system 1 2 3 4 5 6 1. Dashboard : Provides a quick view of the most common functions 2. Messages & Calls : Provides call history 3. Contacts : Provides a method for storing and retrieving contact details 4. Call Manager : Allows customer to manage how incoming calls are handled 5. Apps Download “Call Me” button 6. Settings : Provides access to call service settings 7 Messages & Call • • 8 The Messages & Calls page allows you to manage and listen to your voicemails, view your faxes, and view details of your recent missed, dialed, and received calls. The export feature allows you to export lists of your missed, dialed, received, rejected and received calls as a text file in CSV format. Messages & Call / Messages Allows you to see and listen to voice mails messages 9 Messages & Call / Missed View missed calls 10 Messages & Call / Dialed View dialed calls 11 Messages & Call / Recieved View received calls 12 Messages & Call / Deleted View deleted calls 13 Contacts / Contact List • This page allows you to manage your Contact List and Speed Dials. • It also shows you your Extensions and Short Codes. Standard Seat = 250 Contacts 14 Contacts / Contact List • To Import Contacts from Outlook: Select File > Import and Export from the main menu Choose "Export to a file" and press the Next button Choose Comma Separated Values (Windows) and press the Next button Select your Contacts folder and press the Next button Choose a location to save the CSV file to and press the Next button. Remember where you have saved the file as you will need this again shortly. Press the Finish button. • Then click on the Import button 15 Contacts / Speed DIals Speed Dial - This is the short number you will use when dialing from your phone. Number - This is the full number that you wish to call when using this speed dial entry. 16 Contacts / Extensions This is a listing of all the parties within your Business Group 17 Contacts / Short Codes Short codes allow you to quickly dial common numbers that are set up by the Business Group Administrator. 18 Call Manager Incoming Calls The summary tab provides a description of how calls you receive will be handled, taking into account the settings for all of your incoming call services and any interactions between them. Call Manager allows you to define how your incoming calls are handled. 19 1. Ring your Phone. 2. Send to Voicemail. 3. Forward to another number. 4. Find Me / Follow Me. Call Manager Immediately When enabled, this service immediately forwards all calls you receive to an alternate destination. 20 Call Manager Busy / No Answer 21 • When enabled, this service forwards calls to an alternate destination any time your line is busy. • In addition to the configuration for busy call forwarding and no answer call forwarding, there is also an option to use same call forwarding configuration for both services. Call Manager Selected Callers When enabled, this service immediately forwards calls from specific callers to an alternate destination. 22 Call Manager Forwarding Destinations If you frequently forward your calls to certain numbers (for example your own home, work, or mobile number), configuring them as forwarding destinations makes your others services easier to use. 23 Call Manager / Follow Me When enabled, this service redirects calls that you receive to one or more alternate destinations. You may configure multiple destinations to ring in turn, simultaneously, or a combination of the two. 24 Find Me / Follow Me Route calls from your number to multiple numbers - Your Desk Phone One time Sequential Time of Day Home Phone Your Mobile Ensure that you do not miss important calls 25 Call Manager “Follow Me” To configure this service, you must define a number of rules. Each rule defines a destination you want to ring when you receive a call, and how long you wish that destination to ring for. Each rule is assigned to a numbered step. As soon as you receive a call, all destinations referred to by rules in step 1 begin to ring simultaneously. As soon as the last of these destinations has completed ringing, all destinations referred to by rules in step 2 begin to ring simultaneously and so on. This continues until the call is answered or all configured destinations have been rung. You can have up to a maximum of 6 steps, and multiple rules may be assigned to each step. 26 Call Manager / “Follow Me” 1 2 3 4 27 Call Manager / “Follow Me” 1. Rings “Desk Phone” for 15 seconds 2. Then rings “Cell Phone” for 15 seconds AND 3. Rings “Lisa Cell” for 15 seconds simultaneously 4. Finally, rings “Desk Phone” again for 15 seconds 5. If no phone is answered, call will left in the “Desk Phones” voice mail box Each ring is approximately 5 seconds long 28 Call Manager Selective Rejection When enabled, this service rejects calls from specific callers. Rejected callers hear an announcement telling them that you do not wish to take their call. You can enable or disable this service. 29 Call Manager Anonymous Rejection When enabled, this service rejects calls from callers who withhold their caller ID. Rejected callers hear an announcement telling them that you do not wish to take their call. You can enable or disable this service. 30 Call Manager Priority Call When this service is enabled, calls from specific callers ring your phone with a distinctive ringing signal. You can enable or disable this service. 31 Applications (Apps) “Call Me” allows you to add a button to a website or email signature , allowing people to phone you by simply clicking on the button. Your account will be charged for the cost of the calls made using Call Me buttons. 32 Settings / Account Allows you to change you login password for the CommPortal and Voice Mail. 33 Settings / Account – Change Password • Enter current password • Enter new password • Confirm new password Note: New password must be between 6 & 20 digits 34 Settings / Sub Menu – Emergency (911) Allows the user to set the location for emergency 911 phone calls 35 Settings / Sub Menu – Emergency (911) Fill out all fields and click “Update Address” 36 Settings / Calls / General • Ability to withhold caller ID when dialing out. When receiving an inbound call: • Display caller name • Display caller number 37 Settings / Calls / Call Blocking • Allows you to restrict which types of calls can be made from your telephone. x • Default is to block International Calls 38 Settings / Calls / Call Me Button Ability to enable the “Call Me” button for use with email. 39 Settings / Messages Allows you to configure various aspects of your messaging service. 40 Settings / Messages • • • 41 Allows the system to forward an attachment of a voice mail left by customer to an e-mail address. Enter e-mail address and click “Apply”. One message is approximately 250 – 500 kb of space Settings / Messages 42 • Skip Pin – No password required when accessing voice mail from desk phone. • Fast Login – when accessing voice mail from a phone other then desk phone you only need to enter password not mail box number. • Auto-Play – Messages automatically play when voice mail is accessed. • Voice Mail Playback – Allows user to configure if they want to hear envelope information and message or message only. Settings / Messaging / Voicemail Greetings • • • 43 Allows user to record a message using a microphone attached to PC. Record multiple greetings for: personal greeting , extended absence or spoken name Configure which greeting to play when a caller gets voice mail Settings / Notififcations / MWI Specify if you want your “Message Waiting Indicator” light to flash when you receive a voicemail message. 44 Settings / Notifications / Email Allows the system to notify multiple email addresses when a voice mail message is left 45 Settings / Notifications / Outdial • • 46 This feature enables you to configure the voicemail system to call you whenever you receive a new message. You can choose whether you want to be called every time you receive a message, or only when you receive a certain type of message. User can specify the number of attempts the system tries to reach you Settings / Notifications / Override This feature allows you to override the Outdial notification for a day or multiple days. An example might be while on vacation 47 Settings / Messaging / Reminders The Reminders service allows you to configure your phone to ring at a specified time and date (for example as a wake-up call). 48 Settings / Account / Devices • • 49 This tab provides a link to the interface that you use to configure your desk phone. Clicking the link opens the interface in its own window. Customize IP Phone Buttons With the cursor positioned over a button, If red halo, button cannot be changed 50 50 Customize IP Phone Buttons Drop Down Menu Selections With the cursor positioned over a button, If blue halo, button can be changed 51 For any questions or additional help, visit http://www.earthlinkbusiness.com/hostedvoice - or Contact our Customer Care Specialists @ 52 When you exit this training session, you will automatically be linked to “Survey Monkey”, a training survey evaluation. This survey will help us improve the training content and effectiveness of our facilitators. 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