Hosted VoIP Phone System. Desktop Toolbar User Guide

Transcription

1 Hosted VoIP Phone System Desktop Toolbar User Guide

2 Contents 1 Introduction System Requirements Installing the Telesystem Hosted VoIP Toolbar Accessing the Hosted VoIP Toolbar Accessing the Toolbar in Internet Explorer Accessing the Toolbar in Outlook Toolbar Navigation Handling Calls from the Toolbar Place a Call from the Toolbar Dial a Number Redial a Previously Dialed Number Dial from Web Page Dial from vcard Dial from Personal Directory Dial from Group Directory Dial from Call History Dial from Speed Dial Directory Dial from Search Answering a Call from the Toolbar Transferring a Call Blind Transfer Consultative Transfer Place a Call on Hold Initiate a Conference Call Initiate a Three- Way Call Initiate a 6- Way Call End a Call Voic Enable and Disable BroadWorks Anywhere Locations Call Notification Options Menu Page

3 7.1 General Account Change Password Connection Page Dialing Rules Outlook Integration Page Contacts Web Screen Pop Updates About Services Anonymous Call Rejection Call Forwarding Always Call Forwarding No Answer Call Forwarding Busy Do Not Disturb Calling Line ID Delivery Simultaneous Ringing Automatic Callback Calling Line ID Delivery Blocking Anywhere Call Waiting Remote Office Voice Messaging P age

4 1 Introduction The Telesystem Hosted VoIP Phone System Toolbar is a carrier- class, lightweight desktop communications management product for everyday users of Microsoft Outlook and Microsoft Internet Explorer With this product you can manage your incoming and outgoing calls, maintain up- to- date connection information, and configure controls on your calls. This guide provides step- by- step procedures and reference information for the Telesystem Hosted VoIP Phone System Toolbar. The Telesystem Hosted VoIP Phone System Toolbar is herein referred to as Hosted VoIP Toolbar, Toolbar, Assistant Toolbar, or Epiphany Assistant Toolbar. The configurations shown throughout this guide are from Internet Explorer 11 and Microsoft Outlook 2010 unless otherwise labeled. User experience may vary. 1.1 System Requirements The system requirements for using the Telesystem Hosted VoIP Toolbar include: Windows Vista or Windows 7 Windows Installer 2.0 Internet Explorer 9 (Vista OS only), Internet Explorer 10 or Internet Explorer 11 Microsoft Outlook 2007 and 2010 NOTE: The Telesystem Hosted VoIP Toolbar is a 32- bit application. System compatibility and support is based on the Microsoft Support Lifecycle which can be found at us/lifecycle. The Telesystem Hosted VoIP Toolbar may be used in instances not found in the list above but Telesystem is unable to provide support in those instances. 3 P age

5 2 Installing the Telesystem Hosted VoIP Toolbar The Hosted VoIP Toolbar can be downloaded from the Telesystem VoIP Phone System page at Telesystem.us. Once you have downloaded the compressed/zip file, open it and double- click the available setup file. This will launch the setup. If you receive the following File Security Warning, click Run. The Installation Wizard will open. Click Next. 4 P age

6 The Installation Wizard will prompt you to select a folder where the application will be installed. It is recommended that you use the pre- populated destination location. Choosing a different folder may result in the application not installing properly and failing to run. Click Next. Select the Installation Type. The Complete installation is the recommended option, however you may choose the Custom installation if you wish to only install certain modules. NOTE 1 : The installer does have a module for Mozilla Firefox. This module is only compatible with Firefox 8 and older and is no longer supported. NOTE 2 : The feature description that shows on the Custom installation page is incorrect. The operating systems and outlook versions currently supported are listed in the System Requirements section of this user guide. 5 P age

7 You are now ready to install the application. This is the last window that is available before the toolbar is installed onto your computer. Click the Back button if you wish to return to a previous menu and make any changes. Click Next to proceed. The installation process is automatic. This may take a minute or two. 6 P age

8 Once the installation is complete you will see a notification that the toolbar has been successfully installed. Click the Finish button to close the wizard. 7 P age

9 3 Accessing the Hosted VoIP Toolbar The Hosted VoIP Toolbar is an add- on to Microsoft Internet Explorer and Microsoft Outlook. It provides access to Telesystem Hosted VoIP Phone Service and Call Management features within your compatible web browser and mail client. 3.1 Accessing the Toolbar in Internet Explorer Following the successful completion of the installation process you will be presented with the Hosted VoIP Toolbar on your next launch of the compatible Internet Explorer browser. At the first launch you will be logged out of the toolbar and it will appear as follows: Click the Options button to access the configuration options for the toolbar. To sign in, go to the Account menu and enter your username and password. The username will be your 10- digit Telesystem Hosted VoIP Phone Number. The password will be the same password you use to access your Telesystem Hosted VoIP Admin Portal or Call Management Portal. Click OK to sign in. Once you are signed into the toolbar, the rest of the options will now be available. 8 P age

10 3.2 Accessing the Toolbar in Outlook Once you have finished a complete installation or a custom installation of the Hosted VoIP Toolbar with the Microsoft Outlook Module enabled, you must configure Outlook to make the toolbar an active add- in. Launch Outlook, click on File and then select Options. Click on Add- Ins from the navigation pane on the left. On the right, scroll down and locate Telephony Toolbar in the Add- Ins list and ensure it is listed in the Active Application Add- ins section. If Telephony Toolbar is disabled, you will need to enable it. If the Telephony Toolbar is not listed, you may need to reinstall the toolbar with the default configurations. Click OK to exit the Outlook Options. 9 P age

11 Once you have returned back to the main Outlook screen, you should find an Add- Ins tab/ribbon available at the top of Outlook 2010 or the toolbar will show in Outlook Click the Options button to access the configuration options for the toolbar. To sign in, go to the Account menu and enter your username and password. The username will be your 10- digit Hosted VoIP Phone Number. The password will be the same password you use to access your Hosted VoIP Admin Portal or Call Management Portal. Click OK to sign in. Once you are signed into the toolbar, the rest of the options will now be available. 10 P age

12 4 Toolbar Navigation The following table identifies each of the options available in the toolbar. NOTE: Call Control options (answer, hold, transfer, conference, etc.) are available in the Internet Explorer version of the Toolbar only. Icon Feature Description Login/Logout Once you have configured your login information in the Options Menu, this button allows you to perform a single click log out or login (if the Username and Password were saved in the Options menu). Options Menu Provides access to the Options Menu. Once you are in the Options you may change configurations for General, Account, Connection, Dialing Rules, Outlook Integration, Web Screen Pop, and Updates. You can also view Version and Disclaimer information in the About menu. Services This button opens the BroadWorks Assistant Enterprise Services menu. Here you can make configuration changes to your calling features such as Anonymous Call Rejection, Call Forwarding, Do Not Disturb, Caller ID, Simultaneous Ringing, Automatic Callback, BroadWorks Anywhere, Call Waiting, Remote Office, and Third Party Voice Messaging. Portal Auto Login This button uses the credentials used to login to the toolbar in order to log into the Telesystem Call Management Portal where you may configure Profile information and Calling Features. BroadWorks Anywhere This button opens the Services Menu and directs you to the BroadWorks Anywhere Calling Feature configuration. Remote Office This button enables or disables the Remote Office Feature. Remote Office must be configured through the Hosted VoIP Admin Portal, Call Management Portal, or in the Services Menu prior to enabling it. Simultaneous Ring This button enables or disables the Simultaneous Ring Feature. Simultaneous Ring must be configured through the Hosted VoIP Admin Portal, Call Management Portal, or in the Service Menu prior to enabling it. Call Forward Always This button enables or disables the Call Forward Always Feature. Call Forward Always must be configured through the Hosted VoIP Admin Portal, Call Management Portal, or in the Service Menu prior to enabling it. Do Not Disturb This button enables or disables the Do Not Disturb feature. 11 P age

13 Icon Feature Description Speed Dial 8/100 This button will open your Speed Dial Directory in the active browser page. The Speed Dial options must be configured in the Hosted VoIP Admin Portal or Call Management Portal. Call History This button will open your Call History in the active browser page. This will include Missed Calls, Received Calls, and Dialed Calls. Numbers in the Call History are Click- to- Dial capable when the Hosted VoIP Toolbar is logged in. Personal Directory This button will open your Personal Directory in the active browser page. The Personal Directory must be configured in the Hosted VoIP Admin Portal or Call Management Portal. Group Directory This button will open your Enterprise Directory in the active browser page. This will include the Name, Number, Extension, Mobile Number, and Department fields for all Hosted VoIP phone numbers in you Enterprise that are configured to show directory information. Directory Search Enter the name of a contact you would like to search for. The search results will come from the Enterprise Directory, Personal Directory, and Outlook Contacts (Outlook Integration must be enabled for Outlook Contacts to be displayed). Note that the e- mail address is not returned for Outlook contacts. Dial Number Combo Box Enter the phone number you would like to call and then press Enter. The phone system will first call your primary end point (or Remote Office configured number). Once you have answered, the system will then place a call out to the far end (number you entered). Answer When you are receiving an incoming call the Answer button will turn green. Click the button to answer the call to your primary endpoint. Hold While on an active call, the Hold button allows you to place the caller on hold. Dial Voic This button dials out to your voic box when clicked. The phone system will first call your primary end point. Once you have answered, the system will then place a call to the voic system. When you receive an incoming call, or while on a call, click this button to send the caller directly to voic . Transfer This button is available when you have one call on hold and a second call active. It allows you to transfer one caller to the other when pressed. 12 P age

14 Icon Feature Description Conference This button is available when you have one call on hold and a second call active. It allows you to join all of the calls together. End This button is available when you have an active call. It allows you to terminate the current active call. Call Lines Combo Box While you have one or more active calls, you may use this drop- down box to toggle between calls on hold and the active call being handled. Disable Add- On When clicked, these buttons will open a dialog box that asks you to choose which add- ons you wish to disable. You may choose between the Telephony Toolbar Services (top row), or Telephony Toolbar Call Control (bottom row), or both. If you disable an add- on and you wish to re- enable it, go to the Internet Explorer View menu, then click on Toolbars and re- enable the add- ons you wish to display by clicking on them to place a check in front of the corresponding label. 13 P age

15 5 Handling Calls from the Toolbar The Internet Explorer version of the Hosted VoIP Toolbar provides options to manage calls such as: Dialing a number Answering a call Placing a call on hold Calling voic Transferring a call Merging calls into a conference Ending a call Toggling between active calls This chapter provides instructions on how to perform each of these tasks. 5.1 Place a Call from the Toolbar There are multiple options for placing an outbound call from the toolbar. In each case, when a call is initiated, the Hosted VoIP Phone System will first contact you on you configured Primary Endpoint or Remote Office destination. Once you answer that call, the system will then attempt to connect to the other end of the call. The outbound caller ID will have the same appearance as it does when you place an outbound call from your Telesystem Hosted VoIP phone Dial a Number To place a call by number, enter the destination phone number into the Dial Number combo box and then press the Enter button on your keyboard. This will initiate the calling process Redial a Previously Dialed Number To redial a number, click the arrow in the Dial Number combo box. This will produce a drop- down list of the last 10 numbers or extensions called. Click on any of the numbers to initiate the calling sequence. 14 P age

16 5.1.3 Dial from Web Page To place a call using a phone number listed on a webpage, use your mouse and highlight the entire number, then right- click the highlighted number and select Dial from the context menu. 15 P age

17 5.1.4 Dial from vcard From your Outlook Contacts you can place an outbound call using the vcard of a contact. Double- click the contact you want to call from the Contact List to open the vcard. Select the Telephone Toolbar tab/ribbon and then select the type of number you would like to place the call to Dial from Personal Directory After you have compiled a Personal Directory through the Hosted VoIP Admin Portal or the Call Management Portal, you can access the contacts in your personal directory and click- to- dial from the toolbar. Click the Personal Directory button in the toolbar to display the contacts in the directory you built. Locate the contact you want to dial and click on the number in the Number column to initiate the call sequence. 16 P age

18 5.1.6 Dial from Group Directory You can directly dial any number in your Telesystem Hosted VoIP Phone System Enterprise Directory. To do this, click on the Group Directory button.this will generate a list of all available numbers in your Enterprise. Click the number, extension, or mobile number (if available) that corresponds with the user you would like to call to initiate the call sequence Dial from Call History The Call History allows you to view your missed calls, received calls, and dialed calls. These are listed in reverse chronological order. To place an outbound call from the Call History, click the Call History button in the toolbar. Locate the contact you would like to place an outbound call to, and click on the corresponding number to begin the calling sequence. 17 P age

19 5.1.8 Dial from Speed Dial Directory The Telesystem Hosted VoIP Toolbar provides click- to- dial access to your Speed Dial 8 and/or Speed Dial 100 directories after you have configured your speed dial entries through the Hosted VoIP Admin Portal or the Call Management Portal. To place an outbound call from your Speed Dial Directory, click the Speed Dial button in the toolbar. Locate the contact you would like to place an outbound call to, and click on the corresponding number to begin the calling sequence Dial from Search Use the Search combo box to search for a user or contact. The search results include all users in the Enterprise, Personal, and Outlook directories. Type the name (partial name will suffice) of the person you would like to call and press the Enter button on the keyboard to perform the search. In the Search Results section of the screen, locate the person you wish to contact in the list and click the corresponding phone number you wish to use to place the call to. TIP: Select a previous search by clicking on the arrow at the right- hand side of the Search box. A list of previous search criteria is displayed. Select an item in the list to display the results of that search. 18 P age

20 5.2 Answering a Call from the Toolbar To answer a call from the toolbar in Internet Explorer, click the Answer button. The call will be routed to your primary device. If your primary device is a VoIP Phone station and you are not using a headset, the call will be routed to the built- in speaker phone. 5.3 Transferring a Call Using the Transfer button on the toolbar, while in Internet Explorer, you may transfer an active call to a specified number. Transfers can be conducted as a Blind Transfer, which allows you to transfer a call to another specified number without providing an introduction to the destination party, or a Consultative Transfer, which allows you to transfer a call to another specified number and provide an introduction to the destination party. Calls may be transferred while active, held, or ringing on your phone Blind Transfer To perform a Blind Transfer: 1. With the first party on the line, select a number using any of the methods described in the section labeled Place a Call from the Toolbar. 2. Call the second number. This automatically puts the first party on hold if the first party is not already on hold. 3. Initiate the transfer by clicking the Transfer button on the toolbar in Internet Explorer. The parties are now connected Consultative Transfer To perform a Consultative Transfer: 1. With the first party on the line, select a number using any of the methods described in the section labeled Place a Call from the Toolbar. 2. Call the second number. This puts the first party on hold if the first party is not already on hold. NOTE: If you are using a Polycom phone, Auto Answer on local alerting must be set to true to put the first party on hold and automatically answer the second call. Otherwise, you have to answer the second call from the device or client. 3. Wait until the called party accepts your call, provide any necessary information, and then click the Transfer button to connect the parties. 5.4 Place a Call on Hold During an active call, the Hold button in the toolbar is available to place a call on hold. To retrieve a call that is currently on hold click the Answer button. If you have multiple calls that you are handling, use the Call Lines combo box to select which call you wish to hold or retrieve. 19 P age

21 5.5 Initiate a Conference Call You can initiate a Three- Way Call (Basic Package and above) or a 6- Way Call (Complete Package) directly from the toolbar using the Conference button chapter. and the outdial methods described earlier in this Initiate a Three- Way Call 1. Establish two simultaneous active calls (one or both calls may be on hold). These calls may have been initiated either by you or by the other parties. 2. Click the Conference button on the toolbar to merge all of the calls. NOTE: To drop only one participant from the call, select the participant s number from the Call Lines combo box and click END Initiate a 6- Way Call 1. Establish calls with each participant you wish to be on the call. The maximum number of participants is 6; this includes yourself and 5 additional callers. 2. Click the Conference button on the toolbar to marge all of the calls. NOTE: To drop only one participant from the call, select the participant s number from the Call Lines combo box and click END. 5.6 End a Call You can end both incoming and outgoing calls directly from the toolbar by clicking the End button. NOTE: When you click the End button in the notification window before the call has been answered, the caller continues to hear the ringing tone until they hang up or they are transferred to voic Voic The Voic button available in the toolbar serves three functions. 1. While you are presented with an incoming call, press the Voic button to send the caller directly to voic . The voic button available in the Notification box will perform this action as well. 2. If you are currently on a call and you click the Voic button, the party you are currently speaking with will be sent to your voic . 3. If you are not currently on a call, click the Voic button to connect to the voic telephone user interface to listen to your messages and manage your voic box. 20 P age

22 5.8 Enable and Disable BroadWorks Anywhere Locations Use the BroadWorks Anywhere menu item on the toolbar to configure, enable, or disable BroadWorks Anywhere locations. Click the Anywhere combo box to display a list of configured locations. Any location preceded by a checkmark indicates it is an active location. Active locations will be notified simultaneously when incoming calls are made. They may also be used when placing outbound calls if the Alert all locations for Click- to- Dial calls option is enabled for the BroadWorks Anywhere configuration. If no locations are listed or if the list of locations needs to be modified, click the Configure option to open the toolbar s Enterprise Services menu where you may add, edit, and remove locations and the advices options for locations such as Alert for Click- to- Dial, Diversion Inhibitor, Answer Confirmation, and Call Control Services. 21 P age

23 6 Call Notification When you receive a call, the toolbar displays a call notification window on top of the system tray. This notification window provides the other party s phone number and caller ID name. You can answer this call by picking up your handset from the Hosted VoIP Toolbar or by clicking the call notification text. The call notification stays open for the duration of the call alert. If you receive another call while the first notification is open, the call notifications stack on top of one another. When using the toolbar with Microsoft Outlook, if the incoming call does not provide a name for the calling party, the Hosted VoIP Toolbar checks the number against your Outlook contacts and displays the corresponding name if it finds a match. You can also transfer the caller to your Voic , save a vcard for the caller, open a URL populated with the caller s number, or reject the call directly from the call notification. Icon Name Description Send to Voic Clicking this button will send the caller directly to voic . Web Screen Pop Available when the Web Screen Pop is configured in the Toolbar Options menu. When you click this button your default web browser will open to the page specified. API/CRM integration must be configured by the user; those configurations are not supported by Telesystem. Save vcard When the Contact Lookup option: Use Outlook contacts as preferred CLID lookup for incoming calls is enabled in the Toolbar Options menu, this button will allow you to use the incoming caller ID Information and save it to a vcard which can be accessed in your Microsoft Outlook contacts. Reject Call While receiving an incoming call, click this button in the notification window to reject the call. All endpoints will stop notification. The caller will continue to hear the call treatment (ringing). If you have voic , the caller will eventually be transferred to voic based on the number of rings configured in your Third Party Voice Messaging configuration in the Hosted VoIP Admin Portal or Call Management Portal. 22 P age

24 7 Options Menu The Options Menu is accessible by clicking the Options button. It allows you to configure the connection and account settings that the toolbar uses to communicate with the Telesystem Hosted VoIP Phone System. The left- hand side of the dialog contains a tree view, listing the configuration pages you can access. The configuration pages you select in the tree view are displayed on the right. For each page in the Options Menu you will have the following action buttons at the bottom: Click OK to save all changes and close the dialog. Click Apply to save all changes without closing the dialog. Cancel closes the dialog without saving your changes. 7.1 General The General page allows you to configure the automatic login behavior of the Telesystem Hosted VoIP Toolbar. When enabled, the Auto login when connected to network option automatically logs in to the service when the toolbar detects an active network connect to the Internet. The Hide call notifications option disables the call notification window for incoming calls when a check is placed in the box. 23 P age

25 The Language drop- down list allows the option of changing the language from the default English (U.S.). The language options are: English (U.S). French (France) German (Germany) Italian (Italy) Spanish (Spain) Spanish (CALA), for Central and Latin America Simplified Chinese (PRC), for People s Republic of China The Synchronize language with service profile option enables the toolbar to automatically match the application language to the language set within the Telesystem Hosted VoIP Phone System subscriber s profile after signing in when checked. 7.2 Account NOTE: If no profile match is found, the language remains set to the current language. The Account page allows you to specify your Telesystem Hosted VoIP Phone System username and password. You can also change your password here. Contact Telesystem Customer Support if you do not know the appropriate settings for your account. Once you successfully log in, the controls on this page become active. 24 P age

26 The Save Username option and the Save Password option determine whether the toolbar saves the login credentials provided. Check these boxes to avoid having to specify your username and/or password each time you log in to the toolbar (not recommended for public/shared computers). NOTE: The toolbar does encrypt your password for greater security Change Password Click the Change Password button on the Account page to display the Password Change dialog. To change your password, enter your current password in the text box labeled Old Password, then enter the new password you wish to use in the text box labeled New Password and again in the text box labeled Confirm New Password. If the Old Password field matches your currently Telesystem Hosted VoIP Phone System Password and the New Password and Confirm New Password boxes match and meet the Telesystem Hosted VoIP Phone System Password Criteria, your password will be updated when you click OK. Telesystem Hosted VoIP Phone System Password Criteria: Password must contain a minimum of 12 characters and include at least 1 Uppercase letter, 1 lowercase letter, 1 number, and 1 special character. Three or more sequential numbers (1, 2, 3 ) or letters (a, b, c ) are not permitted. The word password cannot be used. 7.3 Connection Page The Connection page allows you to specify the network address of the Telesystem Hosted VoIP Phone System server that the toolbar connects to. The Host Address is: euserportal.com The Host Port is: P age

27 7.4 Dialing Rules The Dialing Rules page allows you to configure special dialing rules for the toolbar. If you are required to dial an access code to make calls outside of your organization, enter that prefix number here. The toolbar includes it automatically when dialing external numbers. If entered, this number is prepended only to dial numbers containing more than six digits. Up to five digits may be entered in this field. Valid characters are the numbers 0 through 9 and the plus symbol (+). If you include the plus symbol (+), it must be the first character in the field. 7.5 Outlook Integration Page The Outlook Integration page enables and disables the use of the toolbar/add- on with Microsoft Outlook 2007 and When enabled, the Enable Outlook Integration checkbox makes sure that Outlook Integration features are activated. 26 P age

28 7.5.1 Contacts The Contacts page allows you to configure the way the toolbar integrates with your Outlook contact list. The Retrieve contacts from default contact folder only option searches for and retrieves contacts stored in the default Contacts folder within Outlook. Retrieve all contacts will search for and retrieve contacts stored in any Outlook folder, including Public Folders. Use Outlook contacts as preferred CLID lookup for incoming calls determines whether the toolbar uses the information saved in your Outlook contact list when displaying information about callers, instead of using group settings or other calling line ID information. This option must be enabled if you wish to use the Save to vcard option in the incoming Call Notification window. 27 P age

29 7.6 Web Screen Pop The Web Screen Pop page allows you to configure a web page that you can open from the call notification window by clicking on the Web Screen Pop button when receiving an incoming call. The Web Screen Pop URL determines the URL that the toolbar opens using the computer s default browser when you click the Web Screen Pop button in the Call Notification pop- up window. In addition to the URL, there are a number of optional parameters that the client can pass to the browser. The following list summarizes these parameters: Parameter _USER FIRST LAST GROUP SERVICE_PROVIDER PHONE REMOTE_NAME CALL_TYPE_ Description The user s Telesystem Hosted VoIP Phone System ID. NOTE: In this case the user is the Telesystem VoIP subscriber. The first name of the user. The last name of the user. The address of the user. The name of the Telesystem Hosted VoIP Phone System group the user belongs to. The name of the Telesystem Hosted VoIP Phone System service provider the user belongs to. The phone number of the user. The name of the remote party (when available). Incoming or Outgoing. 28 P age

30 7.7 Updates The Updates page allows you to configure a web proxy server for the toolbar to use when connecting to the Internet. The proxy is only used when checking for product updates, not when connecting to the Telesystem Hosted VoIP Phone System server to provide Call Management features. Contact your local system administrator, Network Admin, or IT Support if you do not know the appropriate settings. Check the Use a proxy server to check for updates box to make the rest of the options available. The Type specifies the connection protocol. The Server specifies the URL of the proxy server to be used. The Port allows you to specify the port on the proxy server to send data through. The User ID and Password fields allow you to enter credentials for the proxy server if required to send data. 29 P age

31 7.8 About The About page displays the version, copyright notices, and product disclaimers associated with the Telesystem Hosted VoIP Phone System Toolbar. It can be useful when providing information to support representatives for your service provider. The About information is important in providing information for the purpose of technical support. 30 P age

32 8 Services The Services button on the toolbar opens the Enterprise Services menu. This menu allows you to configure the calling features provided by the Telesystem Hosted VoIP Phone System toolbar, such as Anonymous Call Rejection, Call Forwarding, Do Not Disturb, Caller ID, Simultaneous Ring, Automatic Callback, BroadWorks Anywhere, Call Waiting, Remote Office, and Voice Messaging. The configuration pages you select in the tree view are displayed on the right. For each page in the Options Menu you will have the following action buttons at the bottom: Click OK to save all changes and close the dialog. Click Apply to save all changes without closing the dialog. Cancel closes the dialog without saving your changes. Click Help to access a toolbar user guide. 8.1 Anonymous Call Rejection The Anonymous Call Rejection service blocks all incoming calls from people who have restricted their phone numbers/caller ID information from being shown to their call recipients. Use the radials labeled On and Off to enable or disable this feature. 31 P age

33 8.2 Call Forwarding Always The Call Forwarding Always service forwards all incoming calls to a specified phone number. To activate this service, after you have configured it, click the Call Forwarding Always button highlights the button. on the toolbar. This 32 P age

34 8.3 Call Forwarding No Answer The Call Forwarding No Answer service forwards all incoming calls to a specified phone number if you do not answer within a specified number of rings. Use the radials labeled On and Off to enable and disable this feature. In the Calls Forward to field, enter the phone number or extension for where you wish calls to be forwarded to. Use the Number of rings before forwarding drop- down box to configure how many times your primary device will ring before the call is forwarded. 33 P age

35 8.4 Call Forwarding Busy The Call Forwarding Busy feature forwards all incoming calls to a specified phone number when all available lines are in use. Use the radials labeled On and Off to enable or disable this feature. In the Calls Forward to field enter the phone number or extension for where you would like your calls forwarded to when all of your own available Hosted VoIP Phone System lines are in use. 34 P age

36 8.5 Do Not Disturb The Do Not Disturb feature forwards all incoming calls directly to your Voice Messaging service. If you do not have a Voice Messaging services through Telesystem, callers hear a busy tone. Use the radials labeled On and Off to enable and disable this feature. When checked, the Play Ring Reminder option causes your VoIP phone (if configured as the primary end point) to emit a short ring burst when an incoming call is blocked due to the Do Not Disturb service being enabled. 35 P age

37 8.6 Calling Line ID Delivery The External and Internal Calling Line ID Delivery services allow you to view the calling line information for incoming calls from external or internal phone numbers. Enable or disable each option by selecting the radial marked On or Off. 36 P age

38 8.7 Simultaneous Ringing The Simultaneous Ringing feature rings multiple phone numbers for each incoming call at the same time. Any of the phone numbers specified for this service may be used to answer those calls. When the Don t ring my Simultaneous Ring Numbers if I m already on a call option is selected, the Simultaneous Ringing service is temporarily deactivated whenever you are engaged in an active call. When the Ring all my Simultaneous Ring Numbers for all internal calls option is selected, the Simultaneous Ringing service rings all numbers specified in the list that follows for each incoming call, regardless of whether you currently are engaged in an active call. The Sim Ring Phone List specifies the list of additional phone numbers that ring for each incoming call. The Answer Confirmation column allows you to specify, for each number separately, whether answer confirmation is required. Answer Confirmation should be used on any destination number that has its own voice messaging service to ensure that calls intended for your Hosted VoIP Phone System do not have voic s deposited on your personal voic or answering machine. When a call is answered at a destination where Answer Confirmation is required you will hear an automated message that instructs you to press any button to answer the call. The DTMF tone is the confirmation the system requires to allow the call to be answered from that location. If no tone is detected the call will eventually be routed to your Telesystem Hosted VoIP Phone System voic box if you have one, or the call will continue to ring on all other locations. 37 P age

39 You can perform the following on the Sim Ring Phone List: View the Sim Ring Phone List and the current status of Answer Confirmation option for each number in the list. Add a new number to the Sim Ring Phone List and enable or disable its Answer Confirmation. Modify an existing number in the Sim Ring Phone List by double- clicking on the number. Set the Answer Confirmation to enable or disable for any phone number listed on the Sim Ring Phone List. Delete an existing number from the Sim Ring Phone List. To add a new phone to the Sim Ring Phone List: 1. Click the Add button. 2. A new item with the text Enter a phone number here will become available. Enter the desired Simultaneous Ring Phone Number where that text shows. 3. Determine whether or not Answer Confirmation is required. For destinations with a voic box or answering machine, Answer Confirmation is recommended. To modify an existing phone number: 1. Double- click the number you wish to modify. 2. Edit the number listed. 3. Click the corresponding Answer Confirmation checkbox to enable or disable Answer Confirmation for that destination. To delete a phone number: 1. Click on the number you wish to remove once to highlight it. 2. Click the Delete button below the Sim Ring Phone List box to remove that entry. 8.8 Automatic Callback The Automatic Callback feature allows you to have the toolbar monitor a busy party in your Group. When the busy party becomes available, a call will automatically be established on your behalf. 38 P age

40 8.9 Calling Line ID Delivery Blocking The Calling Line ID Delivery Blocking service prevents other parties from seeing your phone number or calling line information when engaged in calls with you. 39 P age

41 8.10 Anywhere The (BroadWorks) Anywhere service allows you to define one or more network locations that can be used as extensions to your profile. The Alert all locations for Click- to- Dial calls checkbox specifies whether the BroadWorks Anywhere locations should be alerted for the Click- to- Dial service. When you place an outbound call using the toolbar, or a softphone client, all configured locations will be alerted. Once you answer from one of those locations, the Hosted VoIP Phone server will then place the outbound call to the recipient. The View Available Portal List link displays a page which lists the BroadWorks Anywhere portals available to you. The page is read only. Anywhere Locations List allows you to add, delete, or modify the location phone numbers. The Enable checkbox preceding each entry on the list determines whether that location should be alerted for incoming calls and click- to- dial calls. Add new locations by clicking the Add button below the Locations List. Enter the Phone Number and any Description information to help you identify that location when referring to this list. 40 P age

42 Advanced Options per Location contains a list of advanced options that can be enabled or disabled separately for each Anywhere Location: Enable Diversion Inhibitor Require Answer Confirmation Use BroadWorks- based Call Control Services The Diversion Inhibitor will prevent calls from being sent to voic or using any find- me- follow- me services the destination phone number has configured. Answer Confirmation should be used on any destination number that has its own voice messaging service to ensure that calls intended for your Hosted VoIP Phone System do not have voic s deposited on your personal voic or answering machine. When a call is answered at a destination where Answer Confirmation is required you will hear an automated message that instructs you to press any button to answer the call. The DTMF tone is the confirmation the system requires to allow the call to be answered from that location. If no tone is detected the call will eventually be routed to your Telesystem Hosted VoIP Phone System voic box if you have one, or the call will continue to ring on all other locations. BroadWorks- based Call Control Services allow you to use feature access codes while handling a call from an off network phone such as your cell phone or home phone. These codes allow you to perform actions such as Call Transfer and Hold. You can also use the assigned buttons on the toolbar to perform these actions. The Outbound Alternate Number/SIP URI text box allows you to add an alternate number or SIP URI Call Waiting The Call Waiting feature allows you to answering incoming calls while engaged in another action call. Use the radials labeled On and Off to enable or disable this feature. When you answer a call with the call waiting feature the initial caller will be placed on hold while you field the other call. 41 P age

43 8.12 Remote Office The Remote Office feature allows you to substitute a different phone number for your office phone number. Enable or disable this feature by clicking the Remote Office button highlighted when turned on. on the toolbar. The button is Use the radials labeled On and Off in the Enterprise Services menu to enable or disable this feature as well. The Remote Office Number field specifies the alternate phone number to substitute for your office number. The Remote Office Number is the only location that will ring for incoming calls and click to dial calls when enabled. 42 P age

44 8.13 Voice Messaging The Voice Messaging feature is an unsupported feature. Telesystem Hosted VoIP Phone Systems use a different voic platform than the one available here. The options listed on this menu page are not available. 43 P age