FairPoint Hosted PBX Business Advantage Premium Service - User Tutorial

Transcription

1 FairPoint Hosted PBX Business Advantage Premium Service - User Tutorial

2 Welcome This training will help you get the most from your new Hosted PBX service. Service: FairPoint Hosted PBX - Business Advantage Premium Delivers: access to a wide variety of voice and web-based features Helps Customers Users: be more effective and efficient in their day-to-day activities

3 Getting Started Guides to help you start using your new service right away: Service User Tool Description Voice Mail Quick Start Guide Calling Features User Guide CommPortal User Guide Conferencing User Guide Set up your mailbox by recording your name and greetings, and by changing your password All of the features available to you, including helpful star codes Detailed directions on how to use the powerful features of the web interface to your service Helpful information for getting the most from your conferencing service Business Group Administration User Guide All you will need to know to manage moves and changes for your business group manage short codes, authorization codes and phone configurations CommPortal Assistant CommPortal Communicator* Accession Mobile* Download Instructions Step by step instructions to download these powerful applications * Optional Features

4 Components of Your Service IP Phone Calling Features Voice Mail CommPortal Several different phone set options are available with your service For information about your specific phone, please go to the FairPoint Hosted PBX information site: /hostedpbx to find the guide for your phone Your service includes most standard business features, including: Caller ID with name and number Call waiting Call forwarding Call transfer Call hold Music on hold Call pick-up Call park/retrieve Speed dial SimRing and more Access voice mail: From your office phone From another phone By using the webbased CommPortal Web-based access to many features: Call lists: missed, dialed, received Voice mail: play, save, save to PC, forward as or voic Contacts: create new contacts, import contacts Call Mgmt: control forwarding and set special call handling Administration manage moves, and changes for your group

5 Calling Features Feature To call another extension inside your business To call someone outside your business Star codes Handset calling features Calling features most easily controlled using CommPortal Click-to-dial Detail Lift the handset and dial the other person s extension, typically a 3, 4 or 5 digit number Lift the handset and dial 9 + the number you are trying to reach Codes you may be familiar with, along with a few new ones, are available with your service and listed in the Calling Features User Guide Caller ID with name and number, call waiting, call transfer, 3-way calling, call hold, return call, busy redial, call park/retrieve, call pick-up and calling name delivery/blocking Call forwarding (immediate, busy and no answer), voice mail, speed dial and reminders Utilize from any call list (missed, dialed, received) or directly from your contacts list in CommPortal

6 Voic Basics Accessing Voic From your office phone Dial *99 Enter you PIN and press # When away from the office Dial your office phone number When your greeting starts to play, press * Enter your PIN and press # The first time you login, system prompts will guide you to Select a new PIN Choose something easy to remember, but hard for others to guess Must be 4 to 8 digits long Cannot be repeating digits (2222) or sequential digits (98765) Cannot be part of your phone number Record your name Record a greeting

7 CommPortal CommPortal is a web-based service that allows you to manage your communications from any Internet connection at home, in the office or on the go CommPortal gives you access to: A quick view of missed calls and call manager settings, plus quick access to your contact list Voice mail messages: hear, reply to, forward as , forward as voice mail, delete, save and save to PC Upload or create contact information Create and use speed dial codes Change incoming call handling See call logs: missed, dialed, received Change Settings: password, voic PIN, E911 location Set up voice mail notification options Create and manage reminders The rest of this tutorial focuses on understanding and using CommPortal

8 Login to CommPortal Go to: - from here, you can access a URL specific to your location that will take you to your login screen Enter your 10-digit phone number Enter your CommPortal password: 9234#fairpoint Click Login

9 CommPortal There are six CommPortal tabs for your Business Advantage Premium service* * Some users may see an additional Groups tab

10 About More Options By selecting More Options from any tab you can: Obtain context specific help Refresh your screen Logout

11 Dashboard Control commonly used functions from your dashboard

12 Click-to-Dial It s easy to make a call from the Dashboard in one of three ways: Click the Call button in the top menu bar and enter the phone number Click on a number in your contact list Click on a call in your missed call list When you use the Call button Choose to call from My Phone or Change the number to call from another phone Enter the phone number to call as you would dial it from your desk phone Click the Dial button and the system will connect the call to your chosen phone then ring the person you are calling

13 Messages & Calls The Messages & Calls tab has seven sub-tabs: Messages: shows all of your new and stored voice messages Faxes: shows all new and stored faxes Missed: displays the 500 most recent calls you have received and not answered Dialed: displays the 10 most recent calls you have made, including those made by click-to-dial Received: shows the 500 most recent calls you have answered Rejected: shows unwanted callers that were rejected Deleted: shows messages deleted within the past 7 days

14 Messages Messages sub-tab lists all voice messages (unheard messages are bold) Play messages in any order by pressing the arrow to the left of a message You can pause, raise/lower the volume, delete, skip forward to next message or skip back to previous message In the voic player More Options you can also reply, mark as new, forward as , forward as voic or save to your computer

15 Contacts The Contacts tab has four sub-tabs: Contact List: manage your personal contact list Speed Dials: configure and manage your numeric speed dials Extensions: find and call any extension within your business Short Codes: see speed dial codes set up for the business by your administrator

16 Contact List There are many options available to manage and use your contact list

17 Adding a Contact

18 Speed Dials Business Advantage Premium offers Speed Dial 30 using keys 20 thru 49 You can program speed dial from your phone or through CommPortal

19 Call Manager Easily control how calls to your number are handled Quickly change your status from available to do not disturb Forward calls to another number Ring multiple phones at the same time or send calls directly to voic Set special call handling rules to: Ask anonymous callers to record their name before reaching you Treat VIP callers differently from normal callers Reject calls from unwanted callers Manage call handling when your phone is busy or you cannot answer

20 Call Manager Options

21 VIP & Unwanted Calls

22 Apps Only applications you subscribe to will appear in your Apps tab, where they can be easily downloaded. App Availability Detail Enables CommPortal Assistant CommPortal Communicator Accession Communicator included with Business Advantage Premium optional feature optional feature Windows desktop application Windows desktop soft phone soft phone function on your mobile phone or tablet Quick link to web portal Notification of and access to new voice mails Configuration of call handling services Clone your desk phone on your PC so you can make and receive calls through your PC using your office phone number Manage your contacts, including integrating with Microsoft Outlook contacts Access your voice mails with a single click Clone your desk phone on your mobile phone (or tablet) so you can make and receive calls on your mobile over WIFI using your office number Integrate your soft phone and mobile phone contacts Access your voic s with a single click

23 Settings The Settings tab has five sub-tabs: Account: manage your 911 location, security and desk phone Calls: select options for caller ID and call forwarding, manage Call Jump numbers Messages: control various voic features and options Notifications: choose where and how to be notified of messages in your mailbox Reminders: set up and manage reminder calls

24 Account When you first login to CommPortal, secure your account by immediately going to Settings to change from the default password.

25 Tips for Setting 911 Location If you move your phone, update your location immediately. In order to ensure the proper first responders are notified in the event of an emergency, your IP device should not be used for E911 calls until a valid new location is accepted. Input all requested information: full street address, city, state and zip code. Do not guess the address. If you don t know it, ask and confirm with someone at that location. Click on the update address button once. If you receive any security warning boxes, click yes to continue. You should receive this message: Your new E911 address has been updated successfully! If you receive a message that the location can t be validated, confirm the address and try again. Please note: Mobile applications such as CommPortal Communicator on your PC and Accession Communicator for cellular applications should not be used for E911 calls since first responders could be sent to the wrong location.

26 Calls

27 Call Jump Call Jump enables a user to: Seamlessly transfer their end of an incoming call from one phone to another without interrupting the call Transfer a call to any phone number desired Handling Transfers A maximum of two commonly used numbers can be configured in CommPortal: One wireless number One alternate number of the user s choice Other numbers can be entered at the time Call Jump is activated Transfers are performed using star codes: *93 to transfer to the alternate number *97 to transfer to the wireless number *98 to transfer to a number you dial

28 Messages

29 Voice Mail Greetings

30 Notifications: MWI

31 Notifications:

32 Reminders The Reminders option allows you to record a message to be delivered to you at a future date and time.

33 Administration For access to admin features, use the admin web address: Login with your Business Advantage Premium phone number and password Some of the functions available to you for your business group: See all lines: number, name, extension and department Manage phones: physical phone configuration, assign/move departments Manage Multi-Line Hunt Groups (MLHG) & Call Pick-Up groups Create dialing short codes for use across your business Manage extensions: change, add, delete Create & manage departments to divide extensions into administrable groups Create & manage account codes, select call types requiring account codes Download call logs for any period you specify, including date, time, call type, originating & terminating numbers, duration of call and more Mange music on hold for your group and individual lines See the Business Group Administration Guide for more information

34 Additional Resources Visit to access: Training and support materials including user guides, quick reference sheets and downloadable directions; Location-specific phone numbers for customer care; and A location-specific Web address that will direct you to all online customer portals to manage your services including voic , call lists, contact lists, call manager and more.