To…. |
Do this with the mouse…. |
Call Control Toolbar |
Place a call |
Either:
- Enter the number in the Dial Box and press enter or click the icon
- In the Directory panel, double-click the contact to dial Business Number, or right-click on the contacts, Business, Mobile or Home Number, and click Dial.
- In the Speed Dials Panel, double-click the contact, or right-click and select Dial.
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N/A |
End a Call |
Either:
- Right-click on the active call and select End Call
- In the Calls Panel, click the
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- With the active call selected, click the
icon in the Call Control Toolbar.
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Answer a Call |
Either:
- Double-click on the ringing call.
- Right-click on the ringing call and select Answer.
- Click the
icon in the Call Control Toolbar to answer the most recent ringing call.
- In the Calls Panel, click the
icon to the left of the desired call.
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Hold a Call |
Either:
- Right-click on the active call and select Hold.
- Select the active call and click the
icon in the Call Control Toolbar.
- In the Calls Panel, click the
icon to the left of the active call.
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Resume a Call |
Either:
- Right-click on the Held call and select Resume.
- Select the active call and click the
icon in the Call Control Toolbar.
- In the Calls Panel, click the
icon to the left of the active call.
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Park a Call |
Either:
- Drag the call from the Calls Panel to the Parked Calls Panel.
- Right-click on the active call and select Park
.
- Select the active call and click the
icon in the Call Control Toolbar.
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Retrieve a Parked Call |
Either:
- Drag the call from the Parked Calls Panel to the Calls Panel.
- Right-click on the parked call and select Revert.
- Select the parked call and click the
icon in the Call Control Toolbar.
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Blind Transfer |
Either:
- Drag the call from the Calls Panel to the Directory panel, and then drop it on the desired recipient contact number. (Business number is default)
- Drag the call from the Calls Panel to the Speed Dial panel, and then drop it on the recipient.
- Enter the destination number in the Dial Box and click the
icon in the Call Control Toolbar.
- Right-click on the selected call and choose Transfer. Enter the transfer destination number in the dial pad and press the Transfer button.
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Consult Transfer |
Either:
- Right-click on the selected call and choose Consult Transfer. Use the Dial pad to enter the transfer destination number. Press the Consult Transfer button to initiate the call. After consulting with the transfer recipient, press the Transfer button to complete the transfer.
- Select the call you want to transfer. Enter a transfer destination number in the Dial Box using the keyboard and click on the
icon to have the number dialed. After consulting with the transfer recipient, press the Transfer button to complete the transfer.
- Select the call you want to transfer. Right-click a Speed Dial or Directory entry and choose Consult Transfer. After consulting with the transfer recipient, press the Transfer button to complete the transfer.
Note: If the transfer recipient cannot take the call, click the Cancel button; the dial pad will then close. Use the End Call option to end the call with the recipient and Resume with the original held party.
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Direct Transfer |
Either:
- Select the calls you want to directly transfer by holding down the Ctrl key and clicking the calls. Right-click and choose Direct Transfer.
- Select the calls you want to directly transfer by holding down the Ctrl key and clicking the calls. Press the
icon.
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Transfer a call to voicemail |
Either:
- Select the call you would like to transfer to voicemail, right-click and choose Transfer to Voicemail. Enter the transfer destination number using the dial pad or keyboard and press the Transfer button to complete the transfer to voicemail.
- Select the call you would like to transfer to voicemail. Enter a phone number in the Dial Box and click on the
icon to complete the transfer to voicemail.
- Select the call you would like to transfer to voicemail. Search for the contact using the Directory or Speed Dials panel. Right-click on the name and select Transfer to Voicemail.
Note: You can only use internal numbers to transfer to voicemail.
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Conferencing Calls |
Either:
- Right-click on the selected call and choose Conference. Use the Dial pad or keyboard to enter the number for the conference participant. Press the Conference button to initiate the call. After confirming with the recipient, press the Conference button again to join all parties together into a conference call.
- Select the call you want to start a conference with from the Calls panel. Enter the desired number in the Dial Box using the keyboard and click on the
icon to have the number dialed. After consulting with the conference recipient, press the Conference button on the dial pad to join all parties together into a conference call.
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Joining Calls |
Either:
- Select the calls you want to join by holding down the Ctrl key and clicking the calls. Right-click and choose Join.
- Select the calls you want to join by holding down the Ctrl key and clicking the calls. Press the
icon.
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Voicemail |
- Select the line you would like to use to call into voicemail. Press the
icon located on the Call Control Toolbar and follow the prompts. When an automated voice prompt requires you to enter information, use the icon located on the toolbar.
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Add Notes |
- Notes can be added to lines, active calls, parked calls, directory and speed dial entries using the Note field. Right-click on the Note field next to the name or number. A text box will appear where you can type in your note. Click Save to activate it. Click Delete to remove the selected note. Use your mouse to hover over a Note icon to quickly read the message.
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