BIRCH COMMUNICATOR FOR MOBILE ANDROID TM GETTING STARTED GUIDE
Table Of Contents 1 Getting Started...3 1.1 Installation... 3 1.2 Sign In... 3 2 Main Tabs...3 3 Contacts... 4 3.1 Add Contacts...4 3.2 Edit...4 3.3 Filters...4 4 Audio Calls...4 4.1 Dial Pad Tab...4 4.2 Make Audio Calls...4 4.3 Answer Call...4 4.4 In Call Actions... 5 4.5 Missed Calls and New Messages... 5 4.6 Contact Name Lookup for Incoming Calls and Call Logs... 5 4.7 Conference Calling... 5 4.8 Call Waiting... 6 4.9 New Call... 6 4.10 Call Transfer... 6 4.11 Call Pull... 6 4.12 Bluetooth Support... 6 5 Call History... 7 6 Side Navigation... 7 6.1 Call Settings... 7 6.1.1 Do Not Disturb... 7 6.1.2 Call Forwarding... 7 6.1.3 Hide Number... 7 6.1.4 Anywhere... 8 6.1.5 Mobility... 8 6.2 Preferences... 9 6.2.1 Language Support... 9 6.2.2 Troubleshooting... 9 6.2.3 Automatic Sign In... 9 6.3 Help Page... 9 6.4 Sign Out... 9 7 Multi-Device... 9 7.1 Version Control... 9 7.2 Privacy Management... 10 Page 2 Mobile Communicator Getting Started Guide
1 Getting Started This section contains the essential information for getting started with Birch Communicator for Mobile. 1.1 Installation The Android version of the application can be downloaded from Google Play TM store. 1.2 Sign In When you first launch the application, you are prompted to sign in. 1. Enter your Seat User Name and Password 2. Select whether you would like Birch Communicator for Mobile to remember your password. 3. Select whether you would like Birch Communicator for Mobile to sign you in automatically on subsequent launches. 4. Tap Sign In. NOTE: If you choose automatic sign in, you will be taken to the Contacts list based on subsequent Birch Communicator for Mobile launches. Otherwise, you are presented with the Sign In screen. 2 Main Tabs The main view contains a number of tabs that present information about the contacts and communications options located on the bottom bar: Contacts Dial Pad History Page 3 Mobile Communicator Getting Started Guide
3 Contacts The Contacts list in the Contacts tab can contain different types of contacts as follows: Local Address Book Directory The Local contact list provides the contacts from the local phone book. Directory provides the company directory contacts. 3.1 Add Contacts When you sign in for the first time, your Contacts list is displayed. Add a new contact at any time by selecting the plus icon in the top bar. Another way to add new contacts is to use the directory search option from the Contacts tab. 3.2 Edit Tap a contact from the Contacts list to open a contact card. 3.3 Filters There are two contact filters available from the Contacts tab: Local Address Book Shows the contacts from your local phone book. Directory Shows the contacts from a company directory (which requires a search). 4 Audio Calls 4.1 Dial Pad Tab The Dial Pad tab displays a dial pad and a text field used to enter numbers. The dial pad is one of the options used to make calls. There are two buttons below the dial pad: Call and Pull Call. The top text field has a delete button that, when pressed, deletes one character at a time. The Dial Pad menu contains the Pull Call option. 4.2 Make Audio Calls You can make an audio call using one of the following methods: Tap a contact from the Contacts list to open a contact card. From the contact card, choose the headset icon to make a call. From the options provided, press and hold on a contact. From the search results, tap a contact to open a contact card and choose the audio icon or use the long press option. Open the Dial Pad, enter a phone number and tap the Call button. On the Call History list, tap a call entry. 4.3 Answer Call An incoming call is indicated with a ringtone. There are two options on the incoming call screen: Accept and Decline. If you press decline and you have voicemail set up, it goes to the voicemail box. If you don t have voicemail set up, it will give you a busy signal. Page 4 Mobile Communicator Getting Started Guide
4.4 In Call Actions From the In Call screen, you can perform the following actions: End a call Mute the microphone Place a call on Hold Open the Dial pad Make a new call Transfer a call Make a conference Park a call Add more participants (in conference call only) Merge two separate calls Swap two separate calls 4.5 Missed Calls and New Messages When you miss a call, the notification bar on the Android device shows a note. By tapping the missed call, you go to the History screen. Notifications, Missed Calls or New Messages, are also shown as badges on the tab icons. 4.6 Contact Name Lookup for Incoming Calls and Call Logs Whenever an Incoming Call does not have a calling name associated with it, Birch Communicator for Mobile performs a local contact search. If the number matches one of the contacts on the mobile phone s Contacts list, the name is shown on the incoming Call screen along with the alert. When you retrieve your Call Log/History and the Call Log does not have a calling name associated with it, look up the name in the local Contacts and populate the name if a match is found. 4.7 Conference Calling The create a Conference call or to add participants in an existing Conference, Create/Add a new second call and select the Merge option. Page 5 Mobile Communicator Getting Started Guide
4.8 Call Waiting You can have one active call at any one time if you receive a new incoming call and accept it. The existing call is put on hold and you can change between these two calls by using the Hold and Unhold buttons. 4.9 New Call You can start a new call while in an ongoing call. The steps are as follows: 1. Establish call with remote party. 2. Initiate second call using the new call button. 3. Select a contact then choose a number. After the new call is established, the first call is put on hold. You can swap the two calls or merge it in conference. 4.10 Call Transfer You can transfer VoIP calls to another party. Two modes of transfer are supported: Call First Establish a call with remote party. Select a contact then choose a number. Select the Call First option. If the call is successfully established, you can talk with the third party privately before completing the transfer by pressing the Complete button. Transfer To Establish a call with remote party. Select a contact then choose a number. Select the Transfer option and the transfer is completed. 4.11 Call Pull Call Pull can be used in scenarios where you have two endpoints, for example, a VoIP desk phone and a mobile phone with Birch Communicator for Mobile. If you have an active call on the desk phone, this call can transfer seamlessly to the mobile phone via the Call Pull button. Depending on the application, dialing settings and service configuration, the call can be pulled as a VoIP or circuit-switched call to the mobile phone. There is no interruption to the voice call. 4.12 Bluetooth Support You can control incoming and ongoing calls from a compatible Bluetooth headset. The feature set supported is Answer/Hang up, as well as Mute/Unmute and Volume up/down. 5 Call History Call History can be accessed from the History tab. Birch Communicator for Mobile saves a call history for placed, received and missed calls. Call History makes it easy for you to redial and call back when you miss a call or when you want to dial a contact with whom you have recently spoken. 6 Side Navigation The Side Navigation contains the following items: Call Settings Preferences About Help Sign out Page 6 Mobile Communicator Getting Started Guide
6.1 Call Settings TotalCloud PBX supplementary services can be turned on or off using the native client Preferences window: Do not disturb Call Forwarding Remote Office Hide number Anywhere Mobility Outgoing calls Own phone number 6.1.1 Do Not Disturb When you activate this service, all calls are typically blocked by the server and sent to voicemail. 6.1.2 Call Forwarding By tapping on a different Call Forward option, you can enter a number to forward your calls as follows: Call Forward Always, No Answer, Busy or When Unreachable. Enable Remote Office and specify a phone number to be used as the Remote Office number. 6.1.3 Hide Number You can hide or display your number when calling or communicating with other parties or contacts. To hide your number, set to Enable. To show your number, set to Disable. 6.1.4 Anywhere Anywhere allows service providers to offer fixed-mobile convergence (FMC) services without additional equipment. Anywhere simplifies communications for on-the-go users and remote users by extending the features of a desk phone to any other fixed or mobile device, regardless of the network or handset manufacturer. Callers dial one number and can reach you on any phone you choose. A desk phone, cell phone and/or a softphone can ring simultaneously. Voice call continuity is possible with the ability to move live calls from one device to another without hanging up. Add locations (numbers) that can be used in the service using the Add New Location button. Use the Alert All locations to activate parallel ringing. Select Answer Confirmation to receive a separate audio prompt when answering a call from that number (location). It may be useful in cases where mobile numbers are being used to prevent incoming calls going to mobile voicemail since the call will be ended without going to voicemail if the answer confirmation is not provided. Page 7 Mobile Communicator Getting Started Guide
Select Call Control to enable the server platform to provide mid-call services such as Call Transfer and Conferencing for that number (location). 6.1.5 Mobility Mobility is a flexible solution that extends features transparently to the mobile network. This service provides a set of mobile capabilities that help meet the key requirements of mobile operators for deployment of business services to the mobile handsets. You can set the following attributes: Active Flag to enable or disable the Mobility service Mobile Number Add your mobile number to enable inbound call alerts Phones To Ring The default is Fixed. The options are as follows: -- Fixed only your desk phone is alerted -- Mobile only your mobile phone is alerted -- Both both the mobile phone and desk phone are alerted 6.2 Preferences TotalCloud PBX supports the following preferences: Language Troubleshooting Remember password Sign in automatically 6.2.1 Language Support The following languages are supported: U.S. English French French (Canadian) German Italian Spanish (European) Spanish (Latin America) Korean Japanese Chinese 6.2.2 Troubleshooting The Troubleshooting function can be used if there are issues encountered with the application. It collects and sends diagnostic information to a predefined support email address that is configurable via the branding process. This helps support personnel to identify the issues. The information sent consists of the application and media engine diagnostic logs. Troubleshooting is managed by a menu entry in Settings. It can be accessed from two places in the client: From the Settings button on the Sign In screen This opens the screen that contains the help and troubleshooting-related entries. This can be used before you have signed in, which is most often for cases when you have issues with signing in or with connectivity. From the Preferences screen, accessible from the Side navigation. These are available while you are logged in. Page 8 Mobile Communicator Getting Started Guide
6.2.3 Automatic Sign In You can choose to sign in automatically with Birch Communicator for Mobile with a default account when TotalCloud PBX is started. With the functionality to start Birch Communicator for Mobile automatically at system startup, it s easier to remember to sign in and be available for communication. 6.3 Help Page TotalCloud PBX provides web-based help that can be launched from the Settings view. 6.4 Sign Out You can sign out at the bottom of the left-side navigation drawer. 7 Multi-Device Birch Communicator for Mobile provides support for users with multiple devices. 7.1 Version Control Version control is supported using the Android market mechanisms. When a new release is available, the old version is removed from the market and users of the previous version are notified about the update possibility. 7.2 Privacy Management Birch Communicator for Mobile supports authentication with a user name and password for different services and servers requiring authentication. For convenience, you can save a user name and password for different realms. Page 9 Mobile Communicator Getting Started Guide 2015 Birch Communications. All rights reserved. 312506-061015