UC CLIENT USER GUIDE – UNIVERGE 3C

UC CLIENT USER GUIDE – UNIVERGE 3C
UC CLIENT USER GUIDE – UNIVERGE 3C
Information Frame
Types of Panels
Search Scope
The main window shows the user name and
presence of the currently logged in user
Contact Panel
Used to search for a user that is not in your
“My Colleague List” or “Contact List”
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My Colleague list- is a default
contact list for the client application
Contact list- is created by you and is
only viewed by you
Presence Types
History Panel
Message of the Day
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Incoming and outgoing call log
You can share a text-based post of up to 140
characters with other colleagues, it is
displayed in the information frame for your
account
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Click
To Clear your message, click in the message
text and delete the message, then press enter
on your keyboard, or just click another area
of screen
Active Call Frame
In this frame, you can answer a call, reject or
hang up, transfer, transfer to conference, and
send to VM
in the Panel Controls, or
click
at the top of the window to
view a list of missed calls
Call History Icons
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Missed Call
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Received Call
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Placed Call
Call History Call Control Icons
Click to call a user
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Click to start an Instant
messaging session with the user
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Click to open a panel to
view additional user details and
options
White, Sammy (4997)
Conference Bridge Panel
Quick Navigation Controls
The Quick Navigation Controls let you jump
to a specific panel
Use the drop down to select current status
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To join a conference bridge, click
Answering a Call
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Click
OR Click Answer in the
Notification window
Ending a Call
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Click
Placing a Call on Hold
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To leave a conference, click
OR
hang up
To view conference participants,
click
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Click
to close the conference
participant window
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While on a call, click
Retrieving a Held Call
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Click
Placing Calls
Placing an Internal Call
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Scroll to the contact entry or enter
the name or number into the search
dial box
Click
While on a call, Click
Type the name of the contact you
would like to transfer to
Click Search OR hit Enter
Select the Contact
Verify that “Talk to the person
before transferring the call” IS
selected
Click Transfer
Talk to the Contact
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Placing an External call
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Enter a number, including an access
code 8/9 OR +1
Click the Quick Dialer Icon
Use your phone to conduct the call
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Click
Select the call to transfer from the
drop-down menu to complete the
Transfer
If the consult doesn’t answer you
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Placing a Call from the Last Dial List
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Click the drop-down icon in the
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search/dial area
Select a number from the list
Conference Calls
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While on a call, press hold
Dial extension or press a speed dial
Wait for an answer
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Click
on either one of the calls
and select the other call from the
drop-down list to join those two
calls into a 3-party conference call.
Drag and Drop one of the calls to the
other call
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can click
Click
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While on a call, Click
Type the name of the contact you
would like to transfer to
Click Search OR hit Enter
Select the Contact
Verify that “Talk to the person
before transferring the call” is NOT
selected
Click Transfer
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to hang up
to get the first caller back
Transfer using Drag and Drop
Scroll to the Contact List that
contains the user you wish to
transfer to – make sure the user
information frame for that user is
visible
Click and hold the active call frame
for the call - A transfer to that user
will be made. The transfer will
proceed using your default transfer
preference (Consult or blind)
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Transferring a Call
Blind Transfer
Recording a Call
Consult Transfer
Note: You cannot use drag and drop to
transfer calls to External Contacts
Checking Voicemail
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Click
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Dial your extension followed by #

Enter your password

Press #
and pick up your handset
While on a call, Click
While connected: The call
connection timer turns red when
you are recording the call
If you place the caller on hold, all
recording will pause until you
resume the recording.
If you move a call while you are
recording, the call will continue to
record.
If you do a blind transfer while
recording, the call will continue to
record.
If you do an Attendant transfer
while recording, the recording will
pause when you start the transfer,
and then the recording will stop
when the call is transferred. If you
do not complete the transfer, you
can click
to resume the call and
call recording
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To stop the recording, click
Playing Back a Recorded Call
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Click the call history tab
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Click
to view call details
Click Play
Emailing a Recorded Call
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To Save the recording, press
Save to a file folder
Right click and send recording to
destination
Preference Options
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Click
to open Preferences
My Profile –
 Name, Email and Photo are
changed or added by the
system administrator
 Location- Enter your
location for where you are
working
Display– Changes the display
preferences on your client
Alerts –Changes audio and visual
notification preferences
Quick Set Profiles –Allows you to
set a combined presence status and
Call Offering in a single profile
Soft Media Phone – You can use the
Soft Media Phone as an audio device
to make and receive phone calls
from your computer. If you have a
supported video camera, you can
also use the Soft Media Phone to
make and receive video calls
Forwarding Options
Forwarding to another Number

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Click
to open Preferences
Click the arrow for the forwarding

tab
Click Create New Forwarding Profile

Click Forwarding and change the
name
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Click Modify
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Click New Destination
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Enter a name and number
(+1 and number)
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From the Drop-down, select
Immediately
Press OK
Click Save OR
Specify when you would like to
forward your phone (Forced or
Scheduled)
Note: You can have up to 10
forwarding profiles
http://www.loffler.com/support/training/v
oice-solution-training/nec-telephonyphone-systems/
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Training Links:
Dual Ring to Voicemail
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Click
to open Preferences
Click the arrow for the forwarding
tab
Click Create New Forwarding Profile
Click Forwarding(2) and change the
name
Click Modify
Click New Destination
Enter a name and number
(+1 and number)
Select immediately or the number of
rings you want a call to ring your
desk before forwarding to your cell
Check Continue to offer call
Press OK
Click New Destination
Name it Voicemail
Click to the search button to the
right of “Voicemail”
Click the Voicemail Extension
Click Select
Select the number of rings you
want- select a number lower than
the rings to your cellphone
voicemail
Check Continue to offer call
Press OK
Click Save
To enable forwarding, Schedule or
Force the forwarding profile
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