CDK Communicator for iphone Quick Reference Card

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1 Quick Reference Card This document highlights the use of CDK Communicator as both a softphone and an instant messenger & presence application on an iphone. What is CDK Communicator? Download & First-time Login CDK Communicator is a desktop and mobile communication application that serves as both a desk phone and instant messaging & presence application. Once installed and configured you can: Use the application in place of a desk phone to handle incoming and outgoing calls. Add new or edit existing phone and chat contacts. View chat and phone history. Access the application across multiple devices including smartphones and tablets. Access additional call features including Hold, Transfer, Conference or Call Park. Manage your presence so other CDK Communicator users know your availability. Download the CDK Communicator application from your devices Application store. Open the application and at the displayed License Agreements tap I Accept (twice) to allow CDK Communicator to access your device. At the log-in screen, enter your CDK-supplied username and password (to display password text, set the Show Password toggle to ON), and if you wish, select to have the application remember your password and/or automatically sign-in when the application is opened in the future. Important! At sign in, you will be prompted to allow CDK Communicator access to your local Contacts, tap OK to continue. You will also be prompted by a 911 Disclosure pop-up (refer to image, bottom left). Read it carefully and press OK to continue. You will then be prompted to allow integration with your Outlook contacts and calendar. Press Yes to allow this integration (see below) CDK Global, LLC. All rights reserved. The CDK logo is a trademark of CDK Global, LLC. b28692, published June 2017.

2 Application Navigation Located on the bottom of the application, the Tools menu allows you to: Update or configure your availability, access Call Settings, Preferences or view the applications Help information by tapping the status flag icon. Display all contacts and their availability from the contacts drop-down. Add Contacts (within the application) or Local Contacts (on the device). Choose which Contacts and Directories (Local or Application) to view on the main page. View Chat History, Call History and access Voic s. Make a new phone or video call using the Dial Pad. Start a new chat message to an individual. To update your status: 1. Tap the status menu icon. 2. Tap your current status, then tap the corresponding status you wish to display. Note: A checkmark will appear next to your status choice. 3. Tap Done. Note: Your presence or availability (indicated by the color-coded icon) will update automatically if you have allowed Outlook integration. Important! To configure the behavior of incoming calls based on your displayed status, tap Configure. You can choose to have calls forwarded to another line, or silence call alerts when your status shows Away or Busy. Use these icons to access Contacts, Chat, make a call, and view History Tap here to display statuses Select a status 2

3 Adding Contacts Tap plus sign (+) Contacts can be added and saved to either the CDK Communicator application or locally to the Contact list of your device. Note: Adding to the local directory will ensure the contact is not lost if you remove the CDK Communicator application. To add a new Contact: 1. Tap the plus sign + at the top of the application main screen 2. Tap Add Contact from the menu. 3. Enter the desired Contact information in the displayed window. 4. Click Done. Result. The contact will now display in your Contacts list. Important! If your contact is a CDK Communicator user, they will receive a Presence Request pop-up notification when they are added to your directory. They may choose to either Accept or Decline this request. Toggle VoIP Use VoIP (Voice over IP) to always use your VoIP phone number. This is advisable during business hours or for any business related calls. Select Internet Call (VoIP) as shown. A check mark displays next to the active option. Select one of these options Otherwise, select Always Ask to have the option of choosing VoIP or cell service each time. This option can be useful when outside of your regular network or if networking issues are a problem. Note: When VoIP calling is disabled, you will not receive any incoming Communicator calls until it is enabled. If you choose to dial from Communicator while VoIP is disabled, it will dial using your your cell phone service. Also, the caller id used will be from your cell service, not Communicator. 3

4 Call Handling CDK Communicator provides basic desk phone functionality for handling incoming and outgoing calls such as Hold, Consult, Blind Transfer, Conference, or Call Park. In addition to these features, video calling is also available. Incoming Calls When an incoming call is received, CDK Communicator will display the contact name and phone number and will also prompt for access to your devices microphone. Tap OK to allow access and tap Answer to connect to the call. Once on the call, use the soft keys to Mute your microphone, place the call on Hold, switch the call to Video, Transfer the call to a second party or Conference in another line. Note: When transferring a call you will need to choose between a Consultative Transfer (Call First), with which you can introduce the caller to the second party or and a Blind Transfer (Transfer to Direct Line), with which the call will be directly forwarded to the second party without introduction. Outgoing Calls If the person you wish to call is displayed in the contact directory, tap the Contacts icon, tap the contact name and select the handset icon from the profile page to initiate the call. To make a direct call to a contact not in the directory: 1. Tap the Dial Pad in the Tools menu. 2. Enter the phone number and tap the appropriate communication method you wish to use: - phone call - video call Note: Once on the call, you will have the same soft key options listed in the Incoming Calls section above. Conferencing Calls Note: The steps below explain conferencing a Contact Dial when a Direct Dial is initiated, but these steps can also be used when conferencing a Direct Dial when a Contact Dial is initiated. To initiate a Conference call: 1. Tap the Dial Pad icon in the Tools menu. 2. Enter the Contact phone number and tap the handset soft key from the profile page to initiate the call. 3. Once the call has been answered, tap the Call Menu icon and tap Conference to place the first call on hold. 4. Tap the Contact icon in the Tools menu. 5. Navigate to and tap the Contact you wish to join the call. Note: Once this call has been answered, the first call will be released. 6. End the call as usual to disconnect both lines. 4

5 Chat & Contact Directory Select a contact to chat Chat Chat is available to all CDK Communictor users and is indicated by a status flag next to the contact name. If a flag is not displayed, the contact is external and the chat feature is unavailable. To initiate an individual chat: 1. Select the person from your contacts list and tap the Chat icon displayed in the contact information. 2. Within the displayed chat field at the bottom of the screen, type your message and tap Send. To initiate a group chat: Either select an existing group from your contacts list and tap the Chat icon displayed in the contact information, or Tap the Chat icon in the Tools menu 1. Tap the menu icon and tap Start Group Chat. 2. At the window that appears, select all the individuals to add to your group chat 3. Tap Done. Once the group or all group chat members are selected, type your message (or enhance your message using emoji s) in the displayed chat field at the bottom of the screen and tap Send. Important! Incoming Chats are received on all user devices; however any chat responses made by the user are saved only to the device in which they were entered. Tap the dropdown arrow to view directories Contact Directory To search for a contact in the global directory: 1. Tap the down arrow as shown at left. 2. Select Directory. 3. Use the Search field to find a contact in the global directory. 5