Hosted IP Phone System Voice Operator Panel User Guide

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Transcription:

Voice Operator Panel Main Window: 1. Incoming Calls Incoming calls display here. 2. Outgoing Calls Outgoing calls display here. 3. Dial Enter [10-digit phone number] in this field to make an outgoing call. 4. Voicemail Call to check voice mail messages. 5. Tabs: Local Directory of users and contacts Log Lists completed incoming and outgoing calls. Settings View/modify Voice Operator Panel settings Web Web browser Note Space to type notes while on a call Contacts Contacts imported from Outlook 6. Search Search content listed in the screen above. 7. Filter Contact Information Filter information listed in the Contacts tab by: Information (Company, Department, Title, etc.), Phone, Mobile, Home, Voice Mail, E-mail, Skype address, or Web address (XMPP is not supported at this time). POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 1 of 7 5/21/15

Make an Outgoing Call: Click-to-Dial: Double-click on the [Phone Number] listed in the Local (Directory), Log, or Contacts screens or click the [Dial] icon to view and select a recently dialed number. Dial a 10-digit phone number: Enter the [10-digit phone number] in the [Dial] field and press [Enter] on your computer keyboard. o Outgoing calls appear in the [Outgoing] section of the screen in red o Once the call is answered, it will display in green. Answer an Incoming Call: Answer an incoming call: Click [Answer] in the Incoming Call popup screen or double-click on the call in the Incoming Call section of the screen Incoming calls display the caller s phone number (From) and the destination/dialed phone number (To), allowing the user to identify which company/service was called and answer the call accordingly o Incoming calls appear in the [Incoming] section of the screen in red o Once the call is answered, it will display in green End a Call: Hang up: Right-click on a call in progress and select [Hang Up] to end the call View Telephone Presence: User s telephone is not ringing or busy: Telephone icon is green User s telephone is ringing or busy: Telephone icon changes to red and call details are shown Note: Telephone presence does not reflect when a user s telephone is on DND (telephone icon will remain green). POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 2 of 7 5/21/15

Do Not Disturb: Turn on: Click on [Status: Available] in the lower-left corner of the screen and select [Do Not Disturb] Turn off: Click on [Do Not Disturb] and select [Available] Call Hold: Place call on hold: Double-click on a call in progress to place the call on hold. The call displays in orange. Pick up call on hold: Double-click on the call. The call displays in green. Call Transfer: Drag and drop: o Click on the call to select it in the Incoming section of the screen o Drag the selected call over to the desired contact in the Local (Directory) or Contacts tab o Once the desired contact is highlighted, release the call to complete the transfer. Transfer to a 10-digit phone number: o Right-click on the call in the Incoming section of the screen o Select [Transfer] o Enter [10-digit Phone Number] o Press [Enter] on your computer keyboard o Once the desired contact is highlighted, release the call to complete the transfer. To announce the call before transferring: o Place the call to be transferred on hold o Call the person you will transfer the call to and notify him/her o Pick up the call to be transferred and transfer the call following the steps above Call Recording: Begin recording a call in progress: Click [Record] at the bottom of the screen to record. Recorded calls are saved in C:\Program Files\VoiceOperatorPanel\recordings file (default). Note: Calls are recorded using Voice Operator Panel (not your desk telephone). Stop recording: Click [Record] at the bottom of the screen and select [Stop] to stop recording. Note: Call recording stops automatically when you hang up a call. Listen to a recorded call: Click [Record] at the bottom of the screen and select [Browse] to open C:\Program Files\VoiceOperatorPanel\recordings and listen to recorded calls POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 3 of 7 5/21/15

Local (Directory) tab: View a list of Users: Click the [Local] tab Rename the Directory: o Right-click, select [Directory], and select [Rename] o Type a new name and press [Enter] on your computer keyboard Add a New Contact: o Right-click, select [User], and select [Add] o Picture: click [Picture], navigate to the save location of the image to be displayed for this contact. Once the desired image is selected, click [Open] o Last Name: enter [Last Name] o First Name: enter [First Name] o Select the desired option(s) from the drop-down fields on the left and enter the corresponding information in the fields on the right for: Company Office Department Title Misc. Phone Mobile Home Voicemail E-mail Skype Web o Click [Add] to save Note: XMPP is not supported at this time POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 4 of 7 5/21/15

Configure a Web Site as a Contact: o Right-click, select [User], and select [Add] o Last Name: enter [Name of Web Site] (e.g., POPP Communications) o Select the [Web] option(s) in the first drop-down field on the left side of the screen o Enter the web address (e.g., www.popp.com) in the corresponding field on the right side of the screen o Click [Add] to save. The web site will appear in the list of contacts in the Local (Directory) tab Delete a Contact: o Right-click on the [User or Contact] to be deleted, select [Contact], and select [Remove] o Click [OK] to remove Backup the Directory to your computer: o Right-click, select [Directory], and select [Export] o Save as type: select [XML File (*.xml)] o Navigate to the desired save location View Call History (Log tab): View today s calls: Click [Log] to view all incoming and outgoing calls for the current day Sort calls: Click the [Date], [From], [To], and [Time] columns to sort calls in the list Search: o Enter [10-digit Phone Number] in the search field and press [Enter] on your computer keyboard o Calls to/from the phone number will be listed in the call history o Double-click a call in the call history search results to make a call to the phone number o To clear the search results: Delete the telephone number from the search field and press [Enter] on your computer keyboard View additional call logs: Separate files with each day s logs are kept in the calls subfolder of the Voice Operator Panel application. These are retained until the user deletes them. POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 5 of 7 5/21/15

Common Settings (Settings tab): Reject Incoming Calls: o Scroll down to the [Incoming Calls] section and click the [Expand] icon o Reject incoming calls: Select [Anonymous], [Unknown], [External], or [All Calls] Auto Answer and place calls on hold: o Scroll down to the [Incoming Calls] section and click the [Expand] icon o Time in seconds before auto putting on hold: enter [Number of Seconds] (must be greater than 0) Call Forwarding: o Scroll down to the [Incoming Calls] section and click the [Expand] icon o Time in seconds before auto forwarding or rejecting incoming ringing calls: enter [Number of Seconds] (must be greater than 0) o Forwarding phone number: enter [10-digit Phone Number] Web Browser (Web tab): Open a web site: Enter the web address (e.g., www.popp.com) in the [Address] field and press [Enter] on your computer keyboard Open your homepage: Click the [Home] icon Explorer to open the homepage you have designated in Microsoft Internet Stop navigation: Click the [Stop] icon Refresh the page: Click the [Refresh] icon Outlook Contacts (Contacts tab): View Outlook contacts: Click the [Contacts] tab Sync Outlook Contacts: o Click [Outlook] o Check the box to [Load Outlook Contacts] o Click [Synchronize Contacts] o Click [Yes] to synchronize contacts and restart the Voice Operator Panel application POPP.com, Inc. All rights reserved. Service 24x7 @ 763-797-7900 or 1-800-234-POPP Page 6 of 7 5/21/15

Voice Operator Panel System Requirements: Processor Memory Hard Disk Space Windows PC Intel Pentium IV or better 256MB RAM 50MB Microsoft Windows Versions Supported 2000, XP, Vista, 7, 8 (with.net 2.0, 3.0, or 3.5 framework installed) Microsoft Outlook Versions Supported 2000, 2002, 2003, 2007, 2010 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 7 of 7 5/21/15