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2 Contents Page Premium User Toolbar Assistant... 2 First Time Login... 4 Login Button... 4 Subsequent Use... 5 Dial Number... 6 Redial Number... 6 Dial from Contacts (Outlook Edition)... 6 Dialing from the Directories... 7 Dial Number... 7 Dial from Group Directory... 7 Dial from Speed Dial 8 Directory... 7 Dial from Call History... 7 Call Notification... 8 To Disable Call Notification... 8 Contact Lookup... 8 Activating CUD... 8 Answer Call... 8 Blind Transfer... 8 Consulted Transfer... 9 End Call... 9 Save vcard... 9 Hold Call... 9 Unhold Call... 9 Initiate Conference... 9 Transfer Call to Voice Mail... 9 Retrieve Voice Mail... 9 Change Services Settings... 9 Customer Service and Support Page 1 1

3 Premium User Toolbar Assistant The Premium User Toolbar Assistant provides access to a variety of directories, and allows quick and easy activation and deactivation of our most popular features such as Simultaneous Ring and Remote Office. The Premium User Toolbar is available to Premium and Mobile Executive Users only. Premium User Toolbar Assistant in Internet Explorer Premium User Toolbar Assistant in Outlook When you log in for the first time, you will need to configure your connection settings as described in the following steps. Once these settings are configured, you do not need to provide them again. 1 Go to web site: Page 2 2

4 2 Click on the Emerge tab 3 Go all the way to the bottom where it says Emerge Software Applications (bottom left side) Find location and click on Assistant Toolbar Software 5 Click on run and install it A series of setup boxes will appear, click NEXT (you need to close your browser to complete setup). 6 Once it is installed, it will appear on your internet browser (grayed out) 7 8 Click on flower Click Account Enter Sign-In Information Username: (your phone Password: example: (this is the same password that is used to sign into the Dashboard) 9 Click Apply. Then go back to your Toolbar on the Internet, click on the Log In/Log Off button. Page 3 3

5 First Time Login After the software has successfully downloaded, you will need to fill in your personal information that identifies you to the server. The software will not be active until the following steps are completed. You will need your 10 digit number and your web password to complete the steps below. 1 2 Find the Options Icon located on the Toolbar. This will open the Options Dialog box Click Accounts and enter your personal 10 digit phone number and web password. 3 By clicking on the General Tab you may check the Auto login box so you will not need to login each time to activate the Toolbar. 4 Click the Login button again to finish the login process. If your configuration and credentials are correct, you are connected to the server and the buttons on your toolbar are enabled. Login Button The Login button, allows you to log in and log out of Premium User Toolbar Assistant displays the following states: Grey button indicates that you are not logged in. Green button shows that you are currently logged in. Disabled button shows that Toolbar Assistant is attempting to log you in. Red button indicates that your last login attempt Page 4 4

6 Subsequent Use Once you have configured the Premium User Toolbar Assistant with the settings it needs to connect to your service provider, you can log in without having to provide that information again. Note: As a security setting your password will need to be changed periodically. When you have successfully logged in to Assistant, most of the buttons on your toolbar are now enabled. 16 # Description Login button Options dialog Services 4 5 Remote Office Simultaneous Ringing 6 CommPilot Profile (unavailable) Call Forwarding Always service Call Forwarding No Answer Service Call Forwarding Busy Service Do Not Disturb Service Speed Dial Directory Call History Personal Directory Page 5 5

7 Group Directory Search Toolbar Assistant drop-down list Dial Contact Dial Number Answer Dial Number In the Dial Number box, type the number you want to call. Press ENTER. Redial Number You can redial up to 10 previously dialed numbers. 1 Click the arrow at the right-hand side of the Dial Number box. 2 On the Dial Number list, click the number you want to redial. 3 Press ENTER. Dial from Contacts (Outlook Edition) Premium User Toolbar Assistant within Outlook, allows you to dial the Business, Home, or Mobile number of any Outlook contacts. 1 Click Contacts in the list of folders. 2 Select (click on) the contact you want to call from the Contacts list 3 On the Evolve Toolbar, click the arrow at the right-hand side of the Dial Contact list. 4 Select the type of number to call (Business, Home, or Mobile). Page 6 6

8 Dialing from the Directories Please refer to the legend for location of the directories on the Toolbar. Dial Number The Personal Directory is individually programmed and will need to be added through the user's profile. On the Assistant-Enterprise toolbar, click Personal Directory. On the list that appears, click the desired phone number. Dial from Group Directory This does not need to be programmed; each user has immediate access to dial from the group directory. On the Premium User Toolbar, click Group Directory. On the list that appears, click the desired phone number. Dial from Speed Dial 8 Directory The Speed Dial 8 directory is individually programmed and will need to be programmed through the users profile. On the Assistant-Enterprise toolbar, click Speed Dial. On the list that appears, click the desired phone number. Dial from Call History On the Assistant-Enterprise toolbar, click Call History. Click the phone number you want to dial. Dial from Web Page (Internet Edition) 1 Select a phone number 2 Highlight and right-click the number 3 Click Dial, on the shortcut menu Page 7 7

9 Call Notification When you initiate or receive a call, the Premium User Toolbar Assistant displays a Notification window above the system tray, which includes the other party's identification from the Evolve or Outlook directories Click on the incoming call to answer the call. If the headset is not picked up the call will be directed through the phone's speaker. Click on the voic icon] to send the caller directly to your voic Click on R = to open an ex1sting outlook contact or create a new outlook contact. Note: (CUD look up box must be checked in Options under the contacts tab) this will also match an incoming number with a contact in your Outlook directory. To Disable Call Notification This can be disabled in the [ID settings, in the General section. Check hide notifications box to disable. Contact Lookup When CUD Lookup is activated, it will match an incoming call with your Outlook directory and add the name association to the incoming caller ID. Activating CUD Go to the Options icon, scroll down to Outlook settings. Click on Contacts and check the box under Contact Lookup. The Evolve Toolbar Assistant provides the capability to answer, transfer calls, hold and conference. Answer Call In the toolbar, click Answer or click the Call Notification window. Blind Transfer Calls can be blind transferred while active, held, or ringing in. 1 Call the destination number. This automatically puts the first party on hold if the first party is not already on hold. 2 Click Transfer Page 8 8

10 Consulted Transfer Calls can be transferred while active, held, or ringing on your phone End Call 1 Call the destination number, this puts the first party on hold 2 Wait until the calling party accepts the call then click connecting the parties You can end incoming and outgoing calls from the toolbar and from the Call Notification window. Click End on the toolbar or click End Call [QJ 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 Hold Call On the Call Selector list, select the call to hold. Click Hold Unhold Call Select the held call on the Call Selector list Click Answer Initiate Conference You can initiate a 3-way conference with a minimum of two parties, and a maximum of 3 connections. All calls on the Call Selector list are added to the conference. Click Conference Click Conference to add incoming or outgoing calls to the conference To drop a conference participant, select participant's number on the Call Selector list and click End Transfer Call to Voice Mail You can transfer calls to your voice mail from the toolbar and from the Call Notification window. To transfer to voice mail, click Transfer to Voice Mail either on the toolbar or in the Call Notification window. Retrieve Voice Mail To listen to your voice mail: Make sure that you are not currently engaged in call. No entries must be present on Call Selector list. Click Transfer to Voice Mail on the toolbar. Change Services Settings The Services dialog allows you to easily change your service settings for telephone services, such as Voice Messaging, Call Forwarding, Simultaneous Ring and Remote Office. Page 9 9

11 NOTE: You see only the services you have. Click Services on the toolbar On the left-hand side of the Services window, select the tab of the service you want to configure. On the right-hand side, select or fill out required information Access Services Settings Frequently-used services are represented on the toolbar by their own buttons for easy access. After you have programmed the service settings, you may click on and off the icon to activate and deactivate the service. Forwarding Options Call Forwarding Always Call Forward Always will forward every call from your Direct Dial number on your Cincinnati Bell High-def phone or, your Mobile Executive number to the number you specify in Services. Call Forwarding No Answer With this forwarding option, you may select the number of rings before the call is forwarded to the programmed number. Call Forwarding Busy This feature can be used when Do Not Disturb is activated. When the busy Forwarding feature is turned on, along with Do Not Disturb calls will be sent to the programmed forwarded number. All the forwarding options will pass on Hunt Group, Call Center calls and calls to your Direct Dial Number. Caution: If the call is unanswered the caller will go to the voic where the call is forwarded. For instance, if you forward the call to your mobile number and you do not answer the call. The caller will be sent to your mobile voic . Do Not Disturb When you turn on DND Via the Toolbar it will activate DND and calls will go directly voic and callers will hear your busy greeting played. Simultaneous Ring Simultaneous Ringing service allows you to list numbers you would like to ring in addition to your business phone when you receive a call. Simultaneous Ring will pass on only calls to your Direct Number or extension, but will not pass on Hunt Group or Call Center calls. To add your Simultaneous Ring numbers, Click on the Add Button and enter in the phone number under the Phone number Column. If Answer Confirmation is checked, unanswered calls will be retained on your business voic box, and you will be prompted upon answering the call to "Press any key to accept the call." Up to 10 numbers may be entered for Simultaneous Ring. Remote Office The Remote Office service allows you to substitute a different phone number for your office phone number. You can open this page by clicking Remote Office on the toolbar. The button is highlighted when turned on. This service will pass on Hunt Group, Call Center Calls and Calls to your direct number or extension. The voic will be retained on your Cincinnati Bell Voic account. Page 10 10

12 Remote Office Number specifies the alternate phone number to substitute for your office. Broadworks Anywhere Service If this service is configured, the user can receive any call to the number programmed for Anywhere Service. This service requires the activation of a Broadworks Anywhere Portal number. When your mobile number is activated the called party will see your direct business number as the Calling Line ID displayed, not your mobile number. You may move calls from your mobile number to any extension in the office and calls may be moved from the Cincinnati Bell High-def phone to the mobile number seamlessly. The service may be activated and deactivated remotely through the Anywhere portal number. To configure your number for Anywhere Service Click the Add Button and enter the number to use for this service and check the enable box beside the phone number. Check for the following services: Links Enable Diversion Inhibitor is currently unavailable for activation. Require Answer Confirmation will retain unanswered calls on the business voic account. Upon answering an Anywhere call you will be prompted to "Press any key to accept the call." The Broad Works-based Call Control Service will allow the use of other feature Access codes. Refer to the Broadworks Anywhere Solution guide for more details and options. The Assistant Enterprise links list contains URLs preconfigured by your service provider. Select an item from the list to navigate to that page. Call Selector The Call Selector 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. Portal Access (Internet Edition) The Portal button allows you to access your web portal directly from the Premium User Toolbar Assistant. Page 11 11

13 Customer Service and Support Congratulations and Welcome to your new Emerge Service we are pleased to have you on board and look forward to serving your organization! Please contact our Customer Care Support Number with questions about your service, billing or changes that need to be made to your system. Customer Care: Option 4 or To report any service issues or to place a trouble ticket, please contact Technical Support. Technical Support: Option 3 If you would like to learn more about your Emerge system please check out our Emerge Webinars. Available free to all Emerge customers every other week! Visit us on the web at To find out more about new features and service on your Emerge system go to Page 12 12

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