ONLINE CONTACT MANAGEMENT

Transcription

1 Quick Reference Guide ONLINE CONTACT MANAGEMENT Push to Talk Plus

2 Verizon Push to Talk Plus Improvements (Enterprise Portal for Business/Verizon Enterprise Center): Performance Organizations with a large number of contacts will see improved performance over the previous version. 3G PTT and 4G LTE PTT+ Contact Management Support Allows organizations with both 3G Push to Talk (PTT) and 4G LTE Push to Talk Plus (PPT+) phones to manage them in one place. Note: 3G PTT to 4G LTE PTT+ interoperability is available. General Improvements: + + More consistency with the rest of Enterprise Portal for Business (EPB)/Verizon Enterprise Center (VEC). + + More intuitive. + + The Actions drop-down menu allows users to easily accomplish most tasks without having to drill down into the application. + + More filtering options. + + Individual Enterprise Contact Assignment Limit doubled from 500 to 1,000 for 4G LTE PTT G LTE PTT+ group size limit of 250 versus the 3G PTT group size limit of 50. Notification of Loss of Assignments (3G PTT to 4G LTE PTT+ ) in EUP and AE Paths Notifies users to expect their Push to Talk assignments to be lost via the process of upgrading or activating new equipment of differing technology. It also suggests ways that the contacts can be easily reassigned via EPB. Notification of Incompatible Equipment (EUP/AE) If the user is processing an EUP or AE on a line that currently has a Push to Talk subscription, he or she will be prompted to select new compatible equipment and continue with the Push to Talk subscription. The features will not auto-add since they are not the same (3G PTT vs. 4G LTE PTT+). Sub Lists New with this version. Allows the user to preselect a set of contacts (25 maximum) and name the group. That set of contacts can be then assigned to many contacts. Then, when the sub list is modified in the future (either via additions or deletions), all of those that have the sub list assigned to them will be updated via single transaction. Note: Only 4G LTE phones can be assigned sub lists, but 3G phones may be a member of a sub lists. Templates Sub lists and groups have now been added to templates. This allows users a great way to keep all assignment requirements for a division/group within an organization all in one template. This is a great way for users to have templates available for easy assignment when new Push to Talk phones are added or upgraded. Note: Applying a template is a snapshot in time. They will not dynamically update phones with changes made after an application. Talker Group Priority Talker Priority is a new feature of 4G LTE PTT+ groups. This new feature allows any members with the priority of Supervisor to take the floor of a group call. This can be set on the Group Detail page of any 4G LTE PTT+ group. Note: A group can only be 4G LTE if all internal contacts have a 4G LTE PTT+ phone. PAGE 2

3 Push to Talk Landing Page (All Contacts Page) Structures Displayed on the left (if the profile has set up a structure; it will not be seen otherwise). This allows the user to view Push to Talk phones as they relate to the structure of their organization. Clicking on any of the folders will show the Push to Talk phones that roll up to it. To return to seeing all Push to Talk phones that roll up to your organization and any external contacts you may have, click on Return to All Contacts. View Change the view of the contacts you re reviewing at any point by clicking All, 3G, 4G or External. It s a quick/easy way to narrow down the Push to Talk contacts to what you want to work with at any given point. PAGE 3

4 Actions Similar to the Wireless Numbers and Users page elsewhere in the portal, you can select multiple contacts and perform an action. See the Action drop-down menu for more information. Search To find specific Push to Talk contacts, search functionality is available. You may search by name, number or account. You can either type in a portion of what you re looking for or the entire name, number or account. Select All/Deselect All A shortcut to select or deselect all Push to Talk contacts is displayed on the page prior to performing an action. Add External Contacts Click this button to add other Verizon Push to Talk numbers that do not roll up to your organization. This allows you to add contacts from other organizations to contact lists, templates, groups and sub lists. Upgrade This button will be available if any of your Push to Talk phones are 3G PTT. As long as the user is entitled to perform an upgrade to the phone(s) selected and your organization allows upgrades via the portal, this allows you to upgrade your 3G PTT phones to 4G LTE PTT+ phones. All Contacts: Actions Drop-Down Select Contacts and click an action; similar to the Wireless Numbers and Users page. PAGE 4

5 All Contacts ACTION: Assign Contacts Allows the user to assign the selected contacts to other contacts. All Contacts ACTION: Remove External Contact(s) Select one or more external contacts and click on Remove External Contact(s). PAGE 5

6 All Contacts ACTION: Assign Enterprise Group(s) Allows the user to select multiple contacts and assign them to one or more existing groups. See the Group section for more information on groups. All Contacts ACTION: Create Enterprise Group Allows the user to create a group with the selected contacts. See the Group section for more information on groups. PAGE 6

7 All Contacts ACTION: Apply Template(s) Allows the user to apply existing templates to specific contacts. See the Templates section for more information on their functionality. PAGE 7

8 All Contacts ACTION: Create Group Allows the user to create a new group comprised of selected contacts. PAGE 8

9 All Contacts ACTION: Apply/Update Template Allows the user to apply and/or update a template in one transaction. Templates can consist of contacts, groups and sub lists. Multiple templates may be created to easily assign contacts, groups and sub lists in one easy transaction. Application of templates will be invaluable for large organizations upgrading to 4G LTE PTT+. When upgrading from 3G PTT to 4G LTE PTT+, all contacts on the handset are reset. Administrators can easily apply a prebuilt template after the upgrade to re-assign all of the needed contacts/groups and sub lists to the 4G LTE PTT+ phone. Note: Sub lists are a 4G LTE PTT+ only functionality. Any template with sub lists that is assigned to a 3G phone will result in only the contacts and groups within the template being assigned to said phone. The sub lists will be ignored. PAGE 9

10 All Contacts ACTION: Assign/Update Sub List Gives the ability for the administrator to assign and/or update an existing sub list. As opposed to a template (one-time assignment, no dynamic connection for future updates), a sub list automatically updates all phones to which it is assigned whenever the membership of a given sub list is modified. This 4G LTE PTT+ only functionality is VERY powerful and will cut down administrator s time/effort within the portal to assure that all phones are correctly assigned their contacts. PAGE 10

11 All Contacts ACTION: Create Template Allows the administrator to create a template consisting of contacts, groups and sub lists. A template can contain any or all of these items. Groups and sub lists are limited to five each per template for performance reasons. PAGE 11

12 All Contacts ACTION: Create Sub List Allows the administrator to create and assign a sub list in one step. This is a 4G LTE PTT+ only functionality. 3G PTT phones can be a member of a sub list, but they cannot be assigned a sub list (as per the verbiage on the page). PAGE 12

13 All Sub Lists Second tab in the Push to Talk navigation. This page shows all sub lists that have been built for the organization. Search, Create, Delete and Assign (Sub Lists) are all available options. Note: Sub lists can only be ASSIGNED to 4G LTE internal contacts. The sub list name acts as the entry point to the Sub List Detail page. PAGE 13

14 Sub List Detail Page All members (up to 25) and assignees of the sub list are listed here. Members and assignees can be removed via this page (Select and Delete). The name of the sub list can be modified (name hyperlink). Members and assignees can be added via the Add Contacts and Select Contacts links respectively. The sub list can also be assigned via the Assign Sub List button (same experience as the All Contacts Entry point). PAGE 14

15 All Groups Third tab in the Push to Talk navigation. This page shows all of the groups that have been built for the organization. Search, Create, Remove and Assign (Groups) are all available options. Group type is new in that it informs the user what functions and limits they can expect with that group (the setting is based on the members of the group; one 3G PTT member makes the entire group 3G PTT). The group name acts as the entry point to the Group Detail page. Group Detail All members of a group are listed on this page. Group name may be updated via the Group Name hyperlink. Group type is displayed along with the talker priority of each member of the group. Only 4G LTE PTT+ groups will allow for modification of the talker priority. Assign Group and Add Contacts are both available via this page. PAGE 15

16 All Templates Fourth tab in the Push to Talk navigation. This page shows all of the templates that have been built for the organization. Search, Create, and Apply (Template) are all available options. Templates now include groups and sub lists. With this version, this page shows the counts of each for each template. The template name acts as the entry point to the Template Detail page. Template Detail All members, groups and sub lists for a given template are listed here. The user may change the name of the template via the name hyperlink. The user may remove or add members and also apply the template from this page. Transaction History Fifth tab in the Push to Talk navigation. This page shows all of the recent Push to Talk transactions, including the type and status of each. It also includes robust search functionality. PAGE 16

17 Push to Talk Support Sixth tab in the Push to Talk navigation. This page provides information on the application, including definitions of key terms, limits and description of functionality. A good online tool for those new to the application or those exploring the new 4G LTE PTT+ features. Network details & coverage maps at vzw.com Verizon. PAGE 17