Basic Seat User Training

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1 Basic Seat User Training

2 Welcome to VoiceConnect This training will help you get comfortable with your new VoiceConnect solution There are a vast number of features you can use with this new telephone system that will help you be more efficient in your day to day activities

3 Getting Started! Canby Telcom has created a Getting Started guide to help you with the initial set up of your new solution Includes how to set up voic greetings Overview of some of the more frequently used functions of the "MyVoice" online web portal

4 Resources Customer Information Site There are a number of resources posted to this website including telephone guides and "MyVoice" Training Guides "MyVoice" Online portal to manage your voic , contacts and call features. Contact our Customer Care Center

5 Components of VoiceConnect Telephone There are several different types of telephone sets available with Voice Connect For specific information about your set see the Quick Reference Guide provided to you at the time of installation Voic Access voic from your telephone, or remotely through "MyVoice" "MyVoice" An online web portal that allows you to: Access your voice mail Forward your voic to or send voic notifications to Change incoming call management options Retrieve contact information See Missed, Called and Received calls Many other options

6 Voic First Time LOGIN (must be completed from the line that has voic assigned to it your personal directory line) Press voic or dial *98 You will be prompted to take the following actions: Record your greeting Record your name Change your PIN Must be between 4 and 10 digits long Cannot be part of your telephone number Cannot repeat a single digit more than two (2) times Cannot be a sequence of numbers such as Accessing voic from outside the office: Dial your telephone number When you hear your greeting press the * button You will be prompted for your PIN

7 "MyVoice" "MyVoice" is an online portal that allows you to manage your communications from any place you have an Internet connection Allows you to take the following actions: Access and listen to your voic Forward your voic to (.wav file) Send voic arrival notifications to Change incoming call management options Retrieve contact information See missed, received, dialed and deleted calls Many other options

8 Logging into "MyVoice" Go to You will be prompted for: Number This is your 10 digit personal telephone number(xxxxxxxxxx) Password This is the same as the PIN you use to login to voic

9 Basics of "MyVoice" Overview of Settings & Messages Messages & Call History Store & Retrieve Contact Info Manage How Incoming Calls are Handled Access & Change Call Services Settings

10 Dashboard Tab Most of your basic functionality sits right on the first page you see when you login Access Voic Missed Call Log Contacts Call Settings for Incoming Calls

11 Messages & Calls Tab Allows you to navigate through voic View all calls including: Missed Dialed Received Deleted

12 Contacts Tab Allows you to store contact information New contacts can be added manually or imported using a.csv text file Use the Export All function to create a.csv text file to use with other applications such as Outlook or Outlook Express

13 Actions with Contacts Your administrator can set up extensions and short codes for you to easily contact other users/departments within your organization Search for Contacts Create new Contacts and Groups Import or Export Contacts from other applications Edit or Delete Contacts

14 Call Manager/Summary Tab Call Manager is a powerful tool included with Voice Connect Allows you to control how incoming calls are handled The summary tab will show you what settings are currently being applied to your calls

15 Call Manager/Forwarding Tab Only calls that are not answered or get a busy signal will be forwarded Forwarding destinations allows you to configure where your forwarded calls route by name rather than number All calls will automatically forward to the number specified NOTE: Changing forwarding options will override calls being sent to Voic until deactivated!

16 Call Manager/Screening Tab A checkmark indicates the service is active and all calls will automatically forward to voic NOTE: Activating DND within "MyVoice" will take effect immediately, however, if you have a telephone button mapped for DND the light will not appear TIP: If you activate DND from "MyVoice" you must also deactivate the feature from the "MyVoice" portal. If you activate DND from your telephone you must also deactivate the feature from your telephone

17 Settings Tab The Settings Tab provides access to: Security Allows you to change your password and call services pin Preferences Access to a number of settings that you are unlikely to change frequently Messaging Allows you to forward voic to Reminders Configure your phone to ring at a specified time (wake-up call) Phones Provides a link to the interface used to configure feature options on your desk phone

18 Settings/Security Tab Change your password, used for both voic and "MyVoice" access! NOTE: Passwords may be 4 to 10 numbers in length, cannot repeat more than two of the same numbers in a row or use any portion of your telephone number Change your PIN, used for accessing voic from a remote call forwarding number!

19 Settings/Preferences Tab Determines what you see when making and receiving calls Determines how long the call will ring before going to voic . Rings are incremented at 5 seconds per ring

20 Settings/Messaging/Settings Tab You can select to forward all your received voic s to . This option delivers the message to your inbox as a.wav file. Jane Smith

21 Settings/Messaging/Mailbox Tab Setup steps required when logging into voic through your Telephone Set. Allows you to skip having to enter a PIN (not recommended) or listening to greetings When your messages are played to you, you can choose whether you wish to hear the message details (who the message is from and when it was left), the message itself, or both

22 Settings/Messaging/MWI Tab (503) Allows you to set the Message Waiting Indicator to be sent if the message is only marked as urgent Allows you to set the Message Waiting Indicator to be sent for All Voic (recommended default) NOTE: One or the other must be selected

23 Settings/Messaging/ Allows you to setup notification to one or multiple addresses when you receive voic . This feature is different from the Settings tab, as it is NOTIFICATION only. NOTE: Only one option can be selected

24 Settings/Messaging/Outdial This feature enables you to configure the voic system to notify you differently for a period of time. For example, while you are on vacation, you might only want to be notified of urgent messages and you might want to be notified in a different way from normal.

25 Settings/Messaging/Greetings Manage what greeting is played when callers reach your voic Record additional greetings to be used when callers reach voic Selecting the Edit Message box will bring up the Greeting Recorder. If you have a microphone you can record your greetings here, otherwise you can login to your voic via your telephone to record your greetings

26 Settings/Reminders Tab Reminders allows you to send a voic reminder message to yourself Set the date and time when you would like to be notified, and record your message The message will be delivered to you at the date and time you assigned Use examples would include, Wake-Up Calls, Dr. Appt. reminders etc

27 Settings/Phones The Phones Tab will allow you to modify some of the buttons on your telephone set When you select Configure your phone a pictorial image of your telephone will appear Scroll over the keys. Keys that turn blue can be modified Keys that are red are not accessible

28 Additional Help with "MyVoice" The HELP section available on your "MyVoice" portal is context sensitive and information provided is determined by the tab you are viewing! Choose Help from the drop down gear icon located in the top right corner of your "MyVoice" portal

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