Accession Communicator for Desktop User Guide Hosted IP Phone System

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Transcription:

Download Accession Communicator: Go to: http://portal.popp.com Number: end user s 10-digit phone number Password: initial password provided by POPP [Login] [Downloads] at the bottom of the screen [View Apps] Select the download to match the computer s operating system [Windows 7/ Windows 8/ Windows 10] or [Mac OS X (10.7+)] [Run] to download and open the Accession Communicator Setup Wizard Complete the Accession Communicator Setup Wizard screens by clicking [Next] on each screen [Install] to complete the installation and add the Accession Communicator icon [Finish] to complete the wizard and launch Accession Communicator Select [POPP] as the service provider and click [OK] to the desktop Enter your 10-digit phone number and password on the Hosted IP Phone System, then click [Log In] [Accept] to accept the licensing agreement Accession Communicator for Desktop has been successfully installed Open Accession Communicator: Double-click the [Accession Communicator] icon on the desktop POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 1 of 5 8/15/18

Menu Options: [File] for: o Change Password o Mute Notifications: calls and chat messages o Add Contact o Sign Out of Chat o Quit: close Accession Communicator [Tools] for: o Options: manage preferences for calls, chats, and contacts o Call Park: park or retrieve parked calls from the Call Park Orbits on the o Call Manager: access Call Manager settings, rules, schedule, etc. o Apps: download Accession o View Account: manage account settings for calls, messages, notifications, or group mailboxes [Help] for: o Help: open the online Accession Communicator user guide o Check for Updates: download updated versions of Accession Communicator o About: view Accession Communicator software version Contact Tabs: Favorites Tab: View contacts that have been designated as favorites o Right-click a contact and select Add to Favorites or Remove from Favorites o Favorite contacts are denoted with the icon Contacts Tab: View all users of your, along with contacts synchronized with Microsoft Outlook, if desired o Shows presence of desk phone users as On the Phone or Deskphone (when user is not on the phone) o Shows presence of other Accession Communicator users as Online, Offline, Away, or Busy o Mouse over a contact to display contact options: Double-click the contact to place a call to the contact s primary number [Call] to select the number to call when the contact has multiple numbers [Chat] to send a chat message to the contact Recent Tab: View All (calls and chats), Calls (calls only), and Chats (chats only) POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 2 of 5 8/15/18

Make a Phone Call: There are several ways to place a call: o Use the Dial Pad: click on the dial pad icon and click the number keys to enter the phone number. To place the call, click the green [Call] button. o Use the Enter Name or Number field: Enter a name - matching entries from Contacts will appear. To place the call, click on the matching entry, click the [Call] button, or press [Enter] on the computer keyboard. Enter a 10-digit phone number. To place the call, click the green [Call] button or press [Enter] on the computer keyboard. Note: Accession Communicator should not be used for emergency (911) calling. Accession will complete the 911 call; however, the call will show the address of the business office where the is installed. Receive a Phone Call: When a call is being received, a popup displays the name of the caller o Click the green [Accept] button to answer the call; or, o Click the red [Reject] button to decline the call. Declined calls are routed according to the line s Call Manager settings, most commonly to the lines voicemail box on the. In-Call Options: A popup screen displays the Caller ID name and the duration of the call the buttons on the popup screen to: Place the call on hold Adjust the microphone volume Adjust the headset volume Open the dial pad Record the call (recorded calls are saved to the hard drive location specified in Tools Options) Park the call Add participant (conference call) Transfer the call [End Call] to hang up POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 3 of 5 8/15/18

Messages: Voice Mails: The [Messages] icon displays the number of new voice mail messages [Messages] to open the Messages screen the [Messages] tab to view a list of voice mail messages: o To play a message, click o To delete a message, click [Play] [Delete] Faxes: If Fax To Email is configured, click the [Faxes] tab to view a list of fax messages o Click [Read Fax Message] to view a fax o Click on [Actions] to Mark as Read, Forward as Email, or Forward as Fax Send and Receive Chat Messages: Send Chat messages to other Accession Communicator users on the Hosted IP Phone System: Within Contacts, click the [Chat] icon on the contact to chat with A Chat window appears. Enter text in the Send Chat section at bottom, then press [Enter] on the computer keyboard to send the message. Reply messages will appear in the window above. [Attachment] to select a file to attach and send to the contact [History] to view the Chat History with this contact [Call] to call the contact POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 4 of 5 8/15/18

System Requirements Windows Mac Processor 2GHz processor or higher 2GHz processor or higher Memory 2 GB RAM 2 GB RAM Hard Disk Space 300MB 300MB Microsoft Windows 7 (Service Pack 1) OS X 10.6 or later Operating system Microsoft Windows 8 (Desktop UI)* Microsoft Windows 10 Connection IP network connection (broadband, LAN, wireless) IP network connection (broadband, LAN, wireless) Sound Card Full duplex, 16-bit, or use USB headset Full duplex, 16-bit, or use USB headset Accession Communicator for Desktop is compatible with the following types of audio equipment: External speakers and microphone Built-in speakers and microphone Dual-jack multimedia headset Bluetooth(R) multimedia headset USB multimedia headset USB phone For additional training and support: Visit www.popp.com or call POPP Communications at 763-797-7900 POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 5 of 5 8/15/18