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Toolbar user guide
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1. Toolbar user guide Assistant Enterprise Toolbar 3 W Services B 2 CommPiot None F AA eee Pial Number v M aad H a e ae J Log In and Log Out To log in click Login Oy To log out click Login again Dial Number In the Dia Number box type the number you want to call Press ENTER Redial Number You can redial up to 10 previously dialed numbers e Click the arrow at the right hand side of the Dial Number box 22 Nes m e On the Dial Number list click the number you want to redial Press ENTER Dial from Web Page Internet Edition e Onaweb page select a phone number e Highlight and right click the number e On the shortcut menu click D al sales informat Hotel Accomm Copy Map Quest Select Al Montreal Canai Print R amp D Facility 7405 Transcan Suite 201 Print Preview Dial from E mail Outlook Edition You can dial a contact directly from an Outlook e mail message e Open an e mail that contains the number you want to dial e Make sure the e mail is either an open message or a preview in the HTML format e Highlight and right click the number e On the shortcut menu click Dial Dial from Contacts Outlook Edition Assistant Enterprise within Outlook allows you to dial the Business Home or Mobile number of any Outlook contact e Inthe list of folders click Contacts From the Contacts list select the contact you want to cal
2. q oo Answer Call In the toolbar click Answer X or click the Ca Notification window Blind Transfer Calls can be blind transferred while active held or ringing in e Call the destination number This automatically puts the first party on hold if the first party is not already on hold e Click Transfer DI V SIP for BUSINESS from AdEPT Telecom Consulted Transfer Calls can be transferred with consultation while active held or ringing in on your phone e Call the destination number This puts the first party on hold e Wait until the called party accepts your call and then click Transfer xX to connect the parties End Call You can end incoming and outgoing calls from the toolbar and from the Call Notification window Click End e on the toolbar or click End Call 3 in the Call Notification window Save vCard To save the caller s phone number and personal information as a vCard in Outlook in the Call Notification click Add vCard s Web Screen Pop To open a URL in your browser for an incoming call click Web Pop URL in the Call Notification window This opens a page in your browser window that contains information about the calling party encoded in its URL Hold Call e On the Call Selector ist select the call to hold click Hota LB Un hold Call e On the Call Selector list select the held call e Click Answer amp Initiate Conference You can initiate a conference wit
3. ange your service settings for telephony services such as such as Voice Messaging CommPilot Express profiles Call Forwarding and Call Waiting NOTE You see only the services you have WJ Services On the toolbar click Services Services e On the left hand side of the Services window select the tab of the service you want to configure e On the right hand side select or fill out required information IB incoming Calls a oO R ti A Il Forwarding Always A Call Forwarding No Answer Anonymous Call Rejection On Off A Call Forwarding Busy 2 Do Not Disturb A CommPilot Express a Available In Office a Available Out of Office a Busy a Unavailable GR Extemal Calling Line ID Delivery GA Internal Calling Line ID Delivery i Simultaneous Ringing a Outgoing Calls t Automatic Callback gt Calling Line ID Delivery Blocking Anonymous Call Rejection M4 Call Control Anonymous Call Rejection Prevent a caller from reaching you when 2 Remote Office the caller has explicitly restricted his her number Fall ul atina Heb Access Services Settings Frequently used services are represented on the toolbar by their own buttons for easy assess Call Forwarding Always l Call Forwarding No Answer EY Call Forwarding Busy Q A Do Not Disturb Al Remote Office ri and Simultaneous Ringing Oo By clicking a button you can set the corresponding service on or off Links The Assistant Enterprise links
4. h a minimum of two and a maximum of 31 parties All calls on the Ca Se ector list are added to the conference o Click Conference al e To add incoming or outgoing calls to the conference click Conference e To drop a conference participant select the participant s number on the Call Selector list and click End Fadi Transfer Call to Voice Mail You can transfer calls to your voice mail from the toolbar and from the Call Notification window e To transfer to voice mail click Transfer to Voice Mail either on the toolbar or in the Ca Notification window Retrieve Voice Mail To listen to your voice mail e Make sure that you are not currently engaged in a call No entries must be present on the Call Selector list Click Transfer to Voice Mail on the toolbar Set Your CommPilot Express Profile CommPilot Express allows you to manage your calls based on your schedule using four configurable profiles In Office Out of Office Busy and Unavailable e Select a profile from the CommPilot drop down list on the toolbar e To disable all profiles select CommPilot None 0 iR WiSevices CommPilot None Ro a lo Wo Ga AA x i Dial Number CommPilot In Office CommPilot Out of Office Mail 23 CommPiot Busy Jutlook Today 7 ommPilot Unavailable Favorite Folders 2 iii Chi ck Tun TO ENavle Instant search Change Services Settings The Services dialog allows you to easily ch
5. l e On the Assistant Enterprise toolbar click the arrow at the right hand side of the Dial Contact list e Select the type of number to call Business Home or Mobile Business 51 E mail helpdesk broadsoft c First Name HELPDESK 8 J Contacts amp J Telephony Toolbar Dial from Personal Directory e On the Assistant Enterprise toolbar click Personal Directory EY e On the list that appears click the desired phone number Dial from Group Directory e On the Assistant Enterprise toolbar click Group Directory EY e On the list that appears click the desired phone number Dial from Speed Dial Directory e On the Assistant Enterprise toolbar click Speed Dial e On the list that appears click the desired phone number Dial from Call History e On the Assistant Enterprise toolbar click Ca History e On the list that appears click the desired phone number Dial from Search e Inthe Search box type your search criteria or click the arrow at the right hand side of the Search box and select a previous search from the list Press ENTER Assistant Enterprise displays the results of your search e Click the phone number you want to dial Call Notification When you initiate or receive a call Assistant Enterprise displays a notification window above the system tray which includes the other party s identification from BroadWorks or Outlook directories on i x
6. list ineaeeenEnerore gt gt contains URLs preconfigured by your service provider Select an item from the list to navigate to that page Call Selector The Call Selector cannes o is a drop down list that shows current calls and lets you pick the call you want to perform the action on but does not switch the call V SIP for BUSINESS from AdEPT Telecom Login Button The Login button which allows you to log in and log out of Assistant Enterprise displays the following states e Agrey button indicates that you are not logged in e A green button shows that you are currently logged in e A disabled button shows that Assistant Enterprise is attempting to log you in e A red button indicates that your last login attempt failed Portal Access Internet Edition The Portal 3 button allows you to access your web portal directly from Assistant Enterprise Click Portal Options You can configure your account connection settings and dialing rules through this dialog e On the toolbar click Options ES e Select the option you want and provide the required information Directories The following directories are available to you from the Assistant Enterprise Toolbar e Personal Directory a is your web portal personal directory integrated with Assistant Enterprise e Group Directory a integrates the group contacts provided by your service provider e Call History allows you to view
7. your missed calls received calls and dialed calls e Speed Dial 3 contains your speed dial entries V SIP for BUSINESS from AdEPT Telecom
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