CTIconnect 3.0 PRO Quick Guide 1ENG
Contents
1. do not disturb v Away and DND status automatically changes to Online after one hour To set up a different expiry date and time for your status edit the field until until 08 07 2014 17 12 jul s 2014 Q Su Mo Tu We Th Fr Sa The status is synchronized on all the supported devices PC WP phones W AIR iOS and Android mobile app 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 Edit your avatar Edit picture x Choose File No file chosen Click on Edit picture Choose the file Loaded image Picture Resize the image optional M Click on Save CTlconnect PRO 3 x User Manual 4 Set location Custom Set up your location ne e Click on the map icon E e Select Auto detect to allow the automatic detection of ua Petrodotyns ke your location LA e Select Custom to set up your location manually enter the ty address into the field or move the red indicator N bd au n C Nadlymans ke e Click on Save Auto detect Devolanivs kyi descent 12 Odesa Odes ka oblast Ukraine Refresh i lichivka i M Satell A ap atellite t f m a garota Fonta hoe Suvorovs kyi Ja distris m odela a St a DESE ft ual 4 A i gt Nova ka Dolyna a f l i Kyivs kyi 1 District Velykodolyns ke aer Taichiae data 2013 Google Terms of Use Use the search field Search field serves to find contacts and to star2. buttons Now you can start adding other Function buttons If extemal blacklist whitelist merna Activate class v Do not disturb Silent ring when OND active Reject call when DND active e Modify from phone v Busy call forward VOICEMAIL Unavailable call forward VOICEMAIL Force call forward VOICEMAIL Call waiting Dial timeout Enable mobility with timeout Mobility confirmation Notify missed calls via email Via SMS Custom ring Personal Features Function keys Fax Server Extensions Colleague i Line Line 2 Line Speed dial Empty key 3 Send DTMF 1 Trunk 4 Local phonebook group Timetable 5 Group pick up Marketing Switch 3 state switch Group pick up Call group status Dial call group Login to call groups s Send DTMF Local phonebook eT Add exp Save your phone has six Line buttons WP490 or WP600 the first three buttons become line keys and you can set up the remaining Line keys and 10 Memory keys as other Function buttons Below you will find a detailed explanation about the usage of the Function Keys and their LED indications CTlconnect PRO 3 x User Manual 15 Colleague enter an extension number into the field USAGE LED Line keys LED Memory keys monitor the activity solid green user is available solid green user available status of a colleague blinking user is talking on the phone blinking red i
3. s Chat Post It Call me back or to remove the user from your roster Remove option Call me back Q Adelina Bon Remove The buttons List view Map view allow to change the appearance of the Colleagues menu e Click on Map View to view the location of your online colleagues e Click on List View to come back to the usual appearance of the Colleagues menu ri Po Ces Ba Dias a UWE E oc Sate te lt ae Gace a es Bohdana Bochulyak 362 r Sergio Tsimbalistyi 132 Valeriy Kuchma 322 Taras Remer 333 Eticolove Ngankeng 285 Alexande Salnikev 367 Olga Matyushenko 306 Oleg Bratkevych 326 Nicolay Subbota 379 Vyacheslav Dobrenkeo 329 Artem Kushew 356 eS view Pagcet am o A a aw u 6x Mt QIS rovajea DATA Gecllasie DE BKG 02009 Google banad gt sn BON IGN Espa ia Teor of Une afrika aa CTlconnect PRO 3 x User Manual 6 Contig button allows you to Hide offline users e Hide Post lt Hide offline users Access the Post It History Hide Post It Edit colleagues Post It History Edit Colleagues Presence status of users online offline user has set up do not disturb status Q user has set up away status user has set up do not disturb status before going offline user has set up away status before going offline talking on the phone receiving an incoming call Edit your
4. For more information please read the guides CTlconnect Attendant Console and Zero Distance Start a chat session Colleagues Menu Click on the user with the right button select the option Chat Search field Enter the user name or extension number gt point the mouse cursor at the contact name gt select the option Chat from the list CTlconnect PRO 3 x User Manual 1 Send a Post It message Post It button Click the button Enter the user name or extension number into the field To You can enter several names numbers separated by comma e Tick off Personal reminder in case you would like to leave a personal reminder for yourself e Enter your message into the input field Post It To Eugenio Chernolyev lt 303 gt Personal reminder test Symbols left 156 Send Post It as SMS Bureau Cergy 277 EJ Normal Send A Normal O Enzo Ci Ea Import e Tick off the field Send Postlt as SMS in case you want to send a message to the user s mobile extension number e If you would like to change the priority of the message click the Normal button and select Important The message will be published with the red color Click Send Philip Search field Enter the user name or extension number gt point the mouse cursor at the user name gt select Postlt from the list Colleagues menu Click on the user with t
5. list Call Call ime mobile Send Fax SMS 76 Emiliano Tom Send SMS CTlconnect PRO 3 x User Manual 10 Operations Various communication options are available from different menus of CTlconnect PRO The search field can be used to start any type of communication with colleagues phonebook contacts or external users The buttons of the upper menu allow you to send SMS and faxes in case Fax Server application is activated send Post It reminders to the users of the system It is possible to start different types of communication from the Messaging Phonebook and History menus For detailed information please consult the relative chapters of this manual Make a call Call a user Colleagues Menu Click on the user with the right button gt select the option Call Search field Enter the user name or extension number gt point the mouse cursor at the contact name gt select the option Call extension number or Call mobile extension number from the list Call a phonebook contact Search field Enter the name of the contact gt point the mouse cursor at the contact name gt select the option Call phone number Call an external number Search field Enter the phone number with the prefix click the device selection button Answer a call It s possible to respond an incoming call directly from the CTlconnect PRO interface in case the applications Attendant Console and Zero Distance are enabled
6. read the chapter Operations Device selection You can select the device for call generation from CTlconnect PRO e Click the device selection button to view the list of devices registered to your extension serg serg Colleagues Sergei Mulyk 320 Sergey Sinina 319 Sergey Sinina IT 3191 Sergey Skachkov 334 102 WP480 y EJ 102 t 15 gt e Colleagues Q Stefano Osler 102 gt Chat Contacts Call 102 Call Aa k SMS gt Fax 38 Post it Call me back E Mail a Show contact wP480 v E G b 15 gt 26 Contacts Call Call SMS Internet SMS See Fax Search Wik E Mail T s y Show contact Notes daniel WP480 daniel Add contact Colleagues Daniela Enghel 348 gt Contacts WP480 a WP480 a WP phones Zero Distance Client W AIR Mobility extension number or any device e Select the device that you want to use CTlconnect PRO 3 x User Manual Zero Distance Any Colleagues menu Provided b Elena Kornilova 324 X ce OS es IX Po s kyi descent 11 Odessa Odessa Oblast Ukraine 3 40 27733 1 t WP480 z Colleagues Messaging Phonebook History CDRview List View Map View Config v Administration _ Oleg Bratkevych Q Vyacheslav Khudan __ Adriano Perrone GW Liliana Mandaradoni Alexander Solomentsev _ Oleg Bratkevych327 v Management Developm Alberto Rondel
7. CTlconnect PRO 3 x User Manual Version updated on 04 07 2014 WMS version 3 x WWildix CTIconnect PRO is the Wildix collaboration tool The application allows the users of the system to monitor the presence status of their colleagues and to contact them using all available communication means audio and video calls chat virtual Post It messages Fax and SMS conferences desktop sharing Start CTiconnect Requirements First time access Additional licenses Upper menu Change your status Edit your avatar Set up your location Use the search field Device selection Colleagues menu Presence status of users Edit your colleagues list Messaging menu Send a chat message Phonebook menu Manage contacts History menu Operations Make a call Call a user Call a phonebook contact Call an external number Answer a call HOD DAANNAUHOORKR A BW WD W wW _ _ Si es i er i Tr a eed Start a chat session Send a Post It message 12 Send a fax 12 Send an SMS 13 Send Call me back 13 Send an email 13 Settings 14 Personal 14 Features 14 Function keys 15 Fax Server 17 Extensions 17 CTlconnect PRO 3 x User Manual 2 Start CTilconnect Requirements CTlconnect 3 0 supports the following browsers e Chrome 17 0 or higher Safari 5 1 or higher IE10 or higher Firefox 17 or higher Opera CDRview and Zero Distance applications require Java 7 CTlconnect PRO can be accessed from PC with any OS or iPh
8. colleagues list e Click on Config gt Edit Colleagues e Select the users you wish to add to your roster use the search field to find a user by name or extension number e Click on Save Edit colleagues x T Admin We lena 324 WY support MW vasya 222 WA petya 333 CTlconnect PRO 3 x User Manual Messaging menu Once you click on Chat you are is redirected from the Colleagues to the Messaging menu and you can start typing your message Emiliano Tomasoni yesterday j E P a ae e a Call Video Screen Post It Send SMS Pol s kyi descent 11 Odessa Odessa Oblast Ukraine Dimitri Osler yesterday 4G mier ae ieee 3 yesterday 7 days 30 days GP vexancer Soloment 07 07 2014 liliana kite 07 07 2014 a Eugenio Chernolyev 07 07 2014 9 Ivan Michelazzi 07 07 2014 eer yout d Send Create a conference The buttons Call Video Screen Post It and Send SMS allow you to initiate different types of communication with the user directly from the Messaging menu The button Create a conference is available same as Video only i case Zero Distance application is activated For more information please read the quick guide Zero Distance In the left section the list of the active chat sessions is visualized Select a user WEN Emiliano p M iterday on the list and click with the right button to close the chat session wi
9. creen sharing component desktop sharing and remote desktop control CTlconnect PRO 3 x User Manual 3 Upper menu Provided b E o o e Elena Komilova 324 X cy oE 0 lt Y IX E g Po s kyi descent 11 Odessa Odessa Oblast Ukraine 3 40 27733 1 WP480 v f Colleagues Messaging Phonebook History CDRview Settings Upper menu allows you to change your activity status edit your picture set up your geographic position select the device for call generation from CTlconnect use the search field for different operations CDRview menu is available only in case CDR View application is activated on the PBX In the upper right corner the current WMS version is indicated Logout from CTlconnect Ad WMS access available only for users with admin permissions Screen sharing manager Attendant Console access available only in case Attendant Console application is activated Pea The list of all outgoing faxes available only in case Fax Server application is activated Search field aoe _ Device selection for generation of calls from CTlconnect 5 SMS Fax Post It buttons SMS and Fax buttons are available in case Fax Server application is activated Change status x online v Change your status mu Click on your personal image Select the status online away do not disturb Add a status message optional Click on OK i Edit picture Set location on map OK u n u 7 i 4
10. g an URL Personal Features Function keys Fax Server Extensions Password Change password E Mail elena kornilova wildix com Mobile number 41234567890 Language Avatar Edit your avatar Popup URL f Click on Save to apply the changes Features Call features for every Call class internal external blacklist whitelist Features can be changed directly from the phone press the soft key Featur internal extemal blacklist whitelist Do not disturb Silent ring when DND active Reject call when DND active Busy call forward VOICEMAIL Unavailable call forward VOICEMAIL Force call forward VOICEMAIL Call waiting v Dial timeout Enable mobility with timeout 10 Mobility confirmation v Notify missed calls via email v Via SMS Custom ring J gt e DND enable the feature and tick off Silent ring or Reject call for DND mode Silent ring you receive incoming calls but there is no audible signal Reject call you do not receive incoming calls they can be forwarded to another extension or to the voicemail if specified in Call forward field e Call Forward enable Busy or Unavailable call forward and enter the extension number or VOICEMAIL to forward the calls when busy or unavailable enable Force call forward to forward all the incoming calls CTlconnect PRO 3 x User Manual 14 e Call waiting allows you to receive several calls at a time e Dial timeout if enabled the cal
11. he right button select the option Post It Post It history e Click on Config button gt Postlt History e Click on Show to view the message e Click on Clear history to delete all old messages Send a fax It s possible to send faxes and SMS in case Fax Server application is enabled Fax button 3 j Click the button 5 Enter the fax number or the contact name int the field Fax number Choose the file to send Click Send Post It History 22 01 2013 12 07 Me 22 01 2013 12 08 Me 22 01 2013 12 08 Me 22 01 2013 12 28 elena test 3241 Page 1 Clear history Message test meeting at 6pm lunch at 2pm EERE Call me back Send fax Fax number 38067123456 Fax file Choose File Faxcover Postpone delivery Tick off Faxcover in case you would like to include the fax cover page Tick off Postpone delivery and select a different date in case you wish to postpone the fax delivery date Search field Enter the user name or extension number gt point the mouse cursor at the contact name that appears below gt select Fax fax number from the list CTlconnect PRO 3 x User Manual 12 Send an SMS SMS button Click the button Enter the contact name or the mobile number into the field Mobile You can enter several numbers separated by comma e Enter the text message into the input field e Tick off Postpone deliver
12. id red on 3 state switch select the 3 state switch from the list USAGE LED Line keys LED Memory keys monitor the status of the switch solid green off disabled in WMS solid green off press the button to change the status rapid blinking switch status is extra blinking red extra of the switch on oft extra blinking on enabled in WMS solid red on CTlconnect PRO 3 x User Manual Group pick up select an ACL group from the list USAGE Press a button to pickup a ringing call of a group member Note group pick up does not work in WMS Network Call group status select the call group from the list USAGE LED Line keys LED Memory keys monitor when there are incoming calls to call groups press the button when blinking to pick up a ringing call of a call group solid green active rapid blinking incoming call solid green active blinking red incoming call Dial call group select the call group from the list USAGE Press the button to dial a call group Send DTMF enter the digits into the field USAGE Press the button during the conversation in order to send DTMF Local Phonebook enter the phonebook name into the field USAGE Press the button to access to the local phonebook gt now you can add contacts to the phonebook edit a contact dial a contact Click on Add exp to add a key expansion C
13. l is terminated in case there is no answer within a specified timeout e Enable mobility with timeout mobility extension management Check the box and insert the timeout in seconds into the field To use mobility extension feature you should first enter your mobile phone number in Settings gt Personal gt Mobile number e Mobility confirmation if enabled the user is notified on who the caller is when he receives the call on mobility extension number e Missed calls notification enable missed calls notifications via SMS or email e Custom ring allows you to set up the ringtone Check the box and select the ringtone from the list click on Play to listen to the melody Click on Save to apply the changes In the same way you can set up the preferences for another call class click on the folder external whitelist blacklist e Enable Activate class e f you check the box Modify from phone the features modified from phone are applied also to this call class Function keys Set up the BLF keys of your phone Depending on the model WP phones have different numbers of Function keys WP480 WP490 have 3 Line keys WP600 has 6 Line keys WP490 and WP600 in addition have 10 Memory keys You can set up the behavior of both Line and Memory keys To set up the Function keys First click on Line to add a number of lines for instance if you wish to have three lines add three Line
14. li Marco Zanettini Daria Koval Oleg Seroochenko t Dimitri Osler _ Alexandr Salnikov _ Marija Spodenjuk J e ugenio_ua _ Olga Kovanova v Management Sales _ Alexis Stratiyenko Massimiliano Ottolini Francesco Berlanda _ Pavel Grebenyuk t Cristiano Bellumat _ Anna Radochynska _ Moreno Perticaroli Q Maura Merlini Pavel Yadvichuk Q Stefano Osler Bohdana Bochulyak Nicolae Gametchii Subbota IT Sergei Mulyk Thierry Gonon _ Bruno Mas Patrice Bouckellyoen Tamilla Dudar _ Vadim Zaharkin Marketing Daniela Enghel Silvestro Ascione Tamilla Dudar_UA Vitaliy Aleksandrov Emiliano Tomasoni Dmitriy Komyshenko J Silvia Cannavo Development J Vladimir Kharchevin J Ivan Michelazzi Frederic Oster Stephane Giovannelli test Users appear in Colleagues menu subdivided according to their ACL groups Bertrand Broussaudier Nicolay Subb set up in the WMS e g Administration Marketing Sales The presence and HE aai Bertrand Broussaudier 280 availability status is visualized for each user O ConjBertrand Broussaudier status online message TRAINING WMS FE CARCASSONNE location 12 Rue Jean Monnet 11000 Q Enz Carcassonne France J Elen To view additional information for each user extension number geolocation status message focus the mouse cursor on the user Q Emiliano Tor Call J Ivan Michele Chat Click on the contact with the right button to start different types of communication Call i a
15. lick on Save to apply the changes Fax Server Fax cover settings upload the logo enter Company Fax machine id and header Click on Save to apply the changes Extensions e Launch Zero Distance extension to make and receive calls via Zero Distance Client e Install Fax Printer Component for Microsoft Windows to be able to send faxes via Windows applications e Install MacOs Integration Component to be able to make calls from different Mac Os X applications and send faxes via Wildix Fax Printer e Install the Desktop Sharing component to be able to share your desktop and give remote access to your desktop CTlconnect PRO 3 x User Manual
16. ncoming call speed dial red user is talking on the phone pickup a ringing call of a colleague Line add the button only for Line keys first 3 or 6 buttons depending on the model USAGE LED Line keys press the button to use the line to green the line is in use at the moment off the line is not in use at the moment answer the incoming call blinking incoming call on the line there is a call on hold Empty key add an empty key Trunk select the trunk from the list USAGE LED Line keys LED Memory keys monitor the status of the trunk in use solid green trunk is available green trunk is available available blinking green trunk is in use make a call via the trunk edine enoe you cannot monitor the status of SIP trunk you can only see if it s on or off Timetable select the timetable from the list USAGE LED Line keys LED Memory keys monitor the status of the timetable solid green off never active in WMS solid green off press the button to change the status of _ rapid blinking timetable status is check blinking red check the timetable on oft check time time time Switch select the switch from the list USAGE LED Line keys LED Memory keys monitor the status of the switch solid green off solid green off press the button to change the status of the switch on off blinking on sol
17. on the icon 123123997 Edit a phonebook Click on the list of phonebooks and select Edit phonebooks e To add a new phonebook click the button e To delete a phonebook select one and click the button e To rename a phonebook select a contact and click the icon the field gt Save You can move the contact from one phonebook to another one by editing a contact profile the field Phonebook CTlconnect PRO 3 x User Manual data images default_avatar png Demo 123123997 an Demo FR Partners Google IT Partners Colleagues Romanian Partners Suppliers enter a new name into jap mo Edit phonebooks Phonebook x Demo FR Partners Google IT Partners Romanian Partners Suppliers demo Close History menu You can consult the log of all made received and missed calls incoming and outgoing faxes voicemail messages All 08 07 2014 Notes CDRview Date Duration Tamilla Dudar yesterday 0 04 Bohdana Bochulyak 07 07 2014 0 58 CC Bohdana Bochulyak 07 07 2014 0 40 Bohdana Bochulyak 07 07 2014 0 00 Bohdana Bochulyak 07 07 2014 0 00 liliana 07 07 2014 1 37 Nicolae Gametchii 07 07 2014 1 28 Emiliano Tomasoni 04 07 2014 1 40 Missed calls are marked with red color Outgoing calls are visualized on the list with the relative icon The CDRview button allows you to access CDR View directly from the History menu The bu
18. one iPod Touch and Android phones download CTlconnect Mobile application from the App Store and Google Play First time access aA e G e Open your browser and insert the URL address or domain name Wildix of your local PBX http IP or domain of your Wildix PBX E g http 192 168 1 70 http ltd pbx com e Enter your Login and Password gt click on Login You can use User name extension number or email address as Login Once you access to the CTlconnect follow the pop up notifications which introduce you to the interface and help you to to add contacts enable desktop notifications and geolocation install the integration utility for Windows or Mac OS X Read the chapter Colleagues menu Edit your colleagues list to learn more about adding colleagues to your roster Additional licenses e Zero Distance the extension that allows you to make audio video calls from your PC share your desktop organize text audio video conferences e CDR View the tool that provides you with the information for the analysis and control of the call activity in the company e Server FAX allows you to send and receive FAX and SMS via CTlconnect e Attendant Console extension for call agents that allows managing the calls directly from the numeric keyboard e Windows Mac OS X integration component allows you to make calls from different Windows Mac OS X applications and send faxes with Wildix Fax Printer e S
19. t any type of communication with them You can type a name or a phone number user name or extension number name or phone number present in the corporate phonebook or any external number and select the means of communication from the list of available options Search in the colleagues phonebook enter the user name or the extension number into the field In case a contact is not present in your colleagues list click on to add a use to your roster Users of the system appear in the Colleagues section Search in the corporate phonebooks enter the contact name or the phone number into the field Phonebook contacts appear in the Contacts section In case a contact is not present in a phonebook click on Add contact to create a new contact You can use the search field for different types of communication e Point the mouse cursor at the contact name or phone number to view the list of available options e Select the type of communication from the list Available communication options for colleagues Call extension number Call mobility extension number SMS mobility extension number Fax fax number Chat Send Post It Call me back E Mail Show contact Available communication options for phonebook contacts Call mobile number SMS mobile number Fax E mail Show contact open the contact s profile Note add a note To learn more about using the Search field for different operations please
20. th this user Sa AR Dimitri Osle Remove iterday Remove button to send a Call me back request or to make a call L Send a chat message e Focus the cursor on the input field e ype your message e Click on Send message To view the chat history go to the top of the chat window with the user and select the time period yesterday 7 days 30 days Click on the icon to view the list of emoticons that you can use in the chat CTlconnect PRO 3 x User Manual 8 Phonebook menu The Phonebook menu allows you to manage your contacts and to consult the corporate phonebooks Find a contact Enter the name into the search field above the contacts list You can also specify the phonebook to search in Manage contacts Add a contact e Click the button e Fill out the fields e Click on the icon i d Colleagues 2N Helios Area Demo Adelina Bondarenko Adriano Perrone Alberto Rondelli Alexander Pokidin Alexander Solomentsev Alexander Solomentsev Test Alexander Solometnsev test 2 Alexander Soloviov Alexander Soloviov DE Alexander Soloviov FR lt a Page 1 of 13 gt a Y Adelina Bondarenko 25 adelina bondarenko wildix com a Test2 v data images default_avatar png Demo 123123997 Delete a contact select a contact and click the button Edit a contact e Select a contact e Click on the icon e Make the changes e Click
21. tton is available only in case CDR View application is activated The Notes button allows you to access the notes history added by the users of the system Use the search field above the list of events to specify the search parameters e Enter a user name or an extension number to find events relative only to this user e Select the type of event from the list All Missed Voicemail Fax in Fax out e Specify the date to view the events that took place before the selected date Emiliano EZ 08 07 2014 Notes CDRview Date Duration ma Missed Emiliano Tomasoni Voicemail 04 07 2014 1 40 Emiliano Tomasoni Fax in 02 07 2014 1 32 Emiliano Tomasoni Fax out 02 07 2014 0 55 Emiliano Tomasoni 02 07 2014 1 57 Emiliano Tomasoni 01 07 2014 3 56 Emiliano Tomasoni 01 07 2014 3 44 Emiliano Tomasoni 30 06 2014 1 51 Emiliano Tomasoni gt 30 06 2014 5 41 Emiliano Tomasoni 30 06 2014 0 00 Recorded calls appear on the list with attachments that can be downloaded by clicking on the relative icon 4 Recording is available only in case Attendant Console application is activated Voicemails appear on the list with attachments that can be downloaded by clicking on the relative icon Faxes appear on the list with attachments that can be downloaded by clicking on the relative icon Emiliano Tomasani Call Make a call send Fax SMS Emiliano Tor Emiliano Ton Call the Click on the contact with the right button and select the option from the
22. y and select a different date in case you wish to postpone the SMS delivery date e Click Send DI Send SMS x Mobile 38067123456 Message Symbols left 250 From Elena Kornilova 324 Hello this is a test Postpone delivery Search field Enter the user name or extension number gt point the mouse cursor at the contact name gt select SMS mobile extension number from the list Send Call me back Search field Enter the user name or extension number gt point the mouse cursor at the contact name gt select Call me back from the list Colleagues menu Click on the user with the right button select the option Call me back Send an email Search field Enter the user name or extension number gt point the mouse cursor at the contact name gt select E mail email address from the list You can enter any email address of a contact not present in the phonebook into the field and click on the address that appears below the search field to send a letter Q elena wildix com t wP480 v Internet Add contact elena wildix com E mail elena wildix com CTlconnect PRO 3 x User Manual 13 Settings Personal The menu allows you to change your password add email address and mobile number change the language upload and edit your avatar add a popup URL click on the icon 2 to view a prompt about the syntax used for addin
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