VOIP User Guide 1 santracvirtualdial.com VOIP User Guide Note to Reader In reading this material, be very certain you never go past a word you don’t fully understand. The only reason a person gives up study or becomes confused or unable to learn is because he or she has gone past a word that was not understood. Therefore, in studying this material be very, very certain you never go past a word you don’t fully understand. To aid reader comprehension, words likely to be misunderstood have been defined in a glossary at the back of this booklet. Other definitions can be found in standard language dictionaries. If you find any other words you do not know, look them up in a good dictionary. 2 santracvirtualdial.com Contents User Dashboard……………………………………………………………………………………………………………………………………………………………………………………….….………. 4 Find Me Follow Me……………………………………………………………………………………………………………………………………………………………………….……….……….. 4 Company Directory………………………………………………………………………………………………………………………………………………………………….…………….………..5 Dynamic CID List…………………………………………………………………………………………………………………………………………………………………………………….….…….6 Voicemails……………………………………………………………………………………………………………………………………………………………………………………………..………..6 Call History……………………………………………………………………………………………………………………………………………………………………………………………..……….6 Quick Call……………………………………………………………………………………………………………………………………………………………………………………….……….……....7 Recordings…………………………………………………………………………………………………………………………………………………………………………………….....……………. 7 VOIP Settings……………………………………………………………………………………………………………………………………………………………………………………………………8 Mobile App ................................................................................................................................................................................................................. 9 Login………………………………………………………………………………………………………………………………………………………………………………………………………………. 9 Keypad ................................................................................................................................................................................................................. 10 Quickdial .............................................................................................................................................................................................................. 11 Mobile App Home ................................................................................................................................................................................................ 12 Voicemail ............................................................................................................................................................................................................. 12 Company Directory .............................................................................................................................................................................................. 13 Find Me Follow Me (FMFM)................................................................................................................................................................................. 14 Time Routing ........................................................................................................................................................................................................ 15 Making Calls ......................................................................................................................................................................................................... 16 Scrolling ................................................................................................................................................................................................................ 17 Click2Call………………………………………………………………………………………………………………………………………………………………………………………………………...... 18 Using The Extension…………………………………………………………………………………………………………………………………………………………………………………….. 18 Login Button ....................................................................................................................................................................................................... 19 Home Panel…………………………………………………………………………………………………………………………………………………………………………………………………..19 Favorites Panel……………………………………………………………………………………………………………………………………………………………………………………………...20 History Panel……………………………………………………………………………………………………………………………………………………………………………………………......21 Dashboard……………………………………………………………………………………………………………………………………………………………………………………………………..21 Caveats………………………………………………………………………………………………………………………………………………………………………………………………………....21 How to Use Voicemail………………………………………………………………………………………………………………………………………………………………………………......22 Accessing Voicemail Settings .............................................................................................................................................................................. .22 Setting up your mailbox through the phone……………………………………………………………………………………………………………….……………………..…………..22 (1) Changing your Mailbox Greeting .................................................................................................................................................................... 23 (2) Record your name .......................................................................................................................................................................................... 23 (3) Resetting your password ................................................................................................................................................................................ 23 Checking your voice mail from an outside phone ............................................................................................................................................... 24 Voicemail to Voicemail ........................................................................................................................................................................................ 25 Dashboard Voicemail .......................................................................................................................................................................................... 25 VoIP Codes ................................................................................................................................................................................................................ 26 Phone Guide For End Users ...................................................................................................................................................................................... 27 Placing a Call ...................................................................................................................................................................................................... 27 Answering A Call ................................................................................................................................................................................................. 27 Ending A Call....................................................................................................................................................................................................... 27 Redial.................................................................................................................................................................................................................. 28 Hold .................................................................................................................................................................................................................... 28 Forwarding a Call ............................................................................................................................................................................................... .28 (1) Static Forwarding…………………………………………………………………………………………………………………………………………………………………………………....28 (2) Dynamic Forwarding……………………………………………………………………………………………………………………………………………………………………………….28 How to Transfer……………………………………………………………………………………………………………………………………………………………….…………………………..28 (1) Consultative…………………………………………………………………………………………………………………………………………………………………………………………... 28 (2) Blind Transfer………………………………………………………………………………………………………………………………………………………………………………………....29 (3) Attended Transfer…………………………………………………………………………………………………………………………………………………………….……………………. 29 How to Conference…………………………………………………………………………………………………………………………………………………………………….………………..29 Setting Up A Conference…………………………………………………………………………………………………………………………………………………….………………………..29 Conference Management…………………………………………………………………………………………………………………………………………………………………….……...30 How To Park Calls…………………………………………………………………………………………………………………………………………………………………………..…..………..30 Glossary..................................................................................................................................................................................................................... 31 3 santracvirtualdial.com User Dashboard The user dashboard is an applet that contains a device user’s most commonly used features in one place. It initially includes functions giving the user access to their Call History, Voicemail, VoIP Settings, and Profile settings. This functionality can be extended further by adding widgets to it that are specific to other features of the account or the user. For