©2016 EarthLink. All rights reserved. Hosted Voice Training Standard CommPortal (Mitel)

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Presentation transcript:

©2016 EarthLink. All rights reserved. Hosted Voice Training Standard CommPortal (Mitel)

©2016 EarthLink. All rights reserved. Agenda Customer Resource Center How to Log In “Help” Button Dashboard Messages & Calls Contacts Call Manager −Summary −Forwarding −Follow Me −Screening Applications −Call Me Button Settings −Security – e911 −Blocking −Preferences −Messaging −Phones configuration Contacts 2

©2016 EarthLink. All rights reserved. Resource Center

©2016 EarthLink. All rights reserved. Log In Open up a web browser Go to You will enter the following: −Number – This is your 10 digit telephone number. −Password– This is your default CommPortal password. 4

©2016 EarthLink. All rights reserved. Logging In For The First Time When you log into the Commportal for the first time, you will be prompted to change your Commportal password and voic pin. You can use the default voic greeting or create a personal voic greeting. (This step is not required on initial login) Click Next to begin Log in with 10 digit phone number & password (provided by Earthlink) (Different from voic pin) 5

©2016 EarthLink. All rights reserved. Powerful Help Tool For additional help, click on the help icon (located at the top right corner) Select Help 6

©2016 EarthLink. All rights reserved. CommPortal – Dashboard 1.Dashboard: Provides a quick view of the most common functions 2.Messages & Calls: Provides call history 3.Contacts: Provides a method for storing and retrieving contact details 4.Call Manager: Allows customer to manage how incoming calls are handled 5.Apps: Download Call Me button 6.Groups: Displays Groups your telephone number is part of (such as MLHG’s and MADN’s) 7.Settings: Provides access to call service settings

©2016 EarthLink. All rights reserved. Messages & Calls The Messages & Calls tab allows you to: −Manage and listen to your voic s −View your faxes −View details of your recent missed, dialed & received calls. The export feature allows you to export your missed, dialed and received calls in a CSV format (Comma Separated Values) 8

©2016 EarthLink. All rights reserved. Messages & Calls The Messages tab allows you to see and listen to voice mails messages The Faxes tab allows you to see and view faxes sent to your unified fax number. Unified fax is a subscription based service. If you are not subscribed, the Faxes tab will not appear 9

©2016 EarthLink. All rights reserved. Messages & Calls Messages and Calls Tab also allows you to: 1.View the last 200 Missed calls 2.View the last 10 Dialed calls 3.View the last 200 Received calls 4.View Deleted messages 10

©2016 EarthLink. All rights reserved. Contacts This page allows you to manage your Contact List and Speed Dials. It also shows you your Extensions and Short Codes. Standard Seat can store up to 250 Contacts 11

©2016 EarthLink. All rights reserved. Contacts – Import Contact List Importing Contacts If you have contacts in a Outlook, Yahoo, Gmail or Hotmail account, you can import these details into your Contacts list. Sign in to your application and save the contact details that you want to import into in a suitable file. This file must use the Windows comma separated variable format (CSV) and contain a header line that describes the column contents for each contact. Make a note of the file's name and location. 1.Select the Contacts tab. 2.Select Import at the bottom of the screen to launch the Import Contacts popup. 3.Use the Browse button to search for the file on your PC. 4.By default, the new contact details will replace existing ones if the names are the same. 5.Click Import. For an example.CSV file format, first enter a contact manually. Then click Export All and a sample.csv will be generated. You can then use this as a template to add your Contacts. 12

©2016 EarthLink. All rights reserved. Contacts – Speed Dials Speed Dial - This is the short number you will use when dialing from your phone. Number - This is the full number that you wish to call when using this speed dial entry. 13

©2016 EarthLink. All rights reserved. Contacts – Extensions The Extensions tab displays a list of the contacts within your business group. This information is for viewing only and does not allow you edit the list. 14

©2016 EarthLink. All rights reserved. Contacts – Short Codes Short codes allow you to quickly dial common numbers that are set up by the Business Group Administrator. This information is for viewing only and does not allow you edit the list. 15

©2016 EarthLink. All rights reserved. Call Manager Incoming Calls The summary tab provides a description of how calls you receive will be handled, taking into account the settings for all of your incoming call services and any interactions between them. −Ring your Phone −Send to Voic −Forward to another number −Find Me / Follow Me Call Manager allows you to define how your incoming calls are handled. 16

©2016 EarthLink. All rights reserved. Call Manager – Call Forwarding When enabled, this service immediately forwards all calls you receive to an alternate destination. 1.Enter the number you want the call to forward to. 2.Click the Apply button. 17

©2016 EarthLink. All rights reserved. Call Manager – Busy / No Answer When the No Answer forwarding is enabled, incoming calls that you do not answer are forwarded to the alternate destination. When the Busy forwarding is enabled, this service forwards calls to an alternate destination any time your line is busy. You also have the ability to use the same call forward destination for both services 18

©2016 EarthLink. All rights reserved. Call Manager – Selected Callers When enabled, the Selected Callers forwarding immediately forwards calls from specific callers to an alternate destination. Press the Edit List button to program your list of numbers that you want to use this feature. Enter the number you want to forward the calls to in the Options section 19

©2016 EarthLink. All rights reserved. Call Manager – Forwarding Destinations If you frequently forward your calls to certain numbers (for example your own home, work, or mobile number), configuring them as Forwarding Destinations makes your other services easier to use. 1.Enter the name of where you are forwarding the call in the Destination field. 2.Enter the number of where you are forwarding the call in the Number field. 3.Click the Add button. 20

©2016 EarthLink. All rights reserved. Call Manager – Follow Me When enabled, this service redirects calls that you receive to one or more alternate destinations. You may configure multiple destinations to ring sequentially, simultaneously or a combination of both. To begin, Click Add Rule Your Mobile Your Desk Phone Home Phone 21

©2016 EarthLink. All rights reserved. Call Manager – Follow Me Destination to Ring - Choose either My Phone (Desk Phone) or Other. −Note: If you choose Other enter the number you wish to ring Choose the amount of time you want it to ring and the step you wish apply the rule to. Enter a description Hit OK to save. Each ring is approximately 5 seconds long 22

©2016 EarthLink. All rights reserved. Call Manager – Follow Me Completed Follow Me Example 1.Rings Desk Phone for 15 seconds 2.Rings Home Phone and Cell Phone for 15 seconds. 3.Rings Desk Phone for 15 seconds. 4.If no phone is answered, call will left in the Desk Phones voic box. 5.Click Apply to save changes 23

©2016 EarthLink. All rights reserved. Call Manager – Screening Selective Rejection: When enabled, this service rejects calls from specific callers. Rejected callers hear an announcement telling them that you do not wish to take their call. You can enable or disable this service. Anonymous Rejection: When enabled, this service rejects calls from callers who withhold their caller ID. Rejected callers hear an announcement telling them that you do not wish to take their call. You can enable or disable this service. Priority Call: When this service is enabled, calls from specific callers ring your phone with a distinctive ringing signal. You can enable or disable this service. 24

©2016 EarthLink. All rights reserved. Applications (Apps) Call Me allows you to add a button to a website or signature, allowing people to phone you by simply clicking on the button. 25

©2016 EarthLink. All rights reserved. Settings – Account – Emergency (e911) 911 Location: Allows the user to set the location for emergency 911 phone calls Remember to follow this step every time your phone moves to a new address. 26

©2016 EarthLink. All rights reserved. Settings – Emergency (e911) In the new window, complete the fields and click the Update Address button. IMPORTANT: Your address will be verified., so please enter a true physical address. Ensure to update this address whenever you change you physical location. It is also important Not to include special characters in the Name field. 27

©2016 EarthLink. All rights reserved. Settings – Account Password Account Password: Allows you to change your login password for the CommPortal. −Note: Password must be alphanumeric and contain at least one letter and one number. (8 to 20 characters) Call Services Pin: Allows you to change your PIN for Remote Call Services. (remote call forward for standard seats) −Note: Password must be 4 numbers long. Voic Pin: Allows you to change your PIN for Voic −Note: Password must be 6-20 numbers long with no numbers in a sequence. It also cannot be the number of the line or contain a part of the number 28

©2016 EarthLink. All rights reserved. Settings – Change Account Password Enter Current Password Enter New Password Confirm New Password Click Confirm to save changes Note: Password must be alphanumeric and contain at least one letter and one number. (8 to 20 characters) 29

©2016 EarthLink. All rights reserved. Settings – Call Services PIN Enter New PIN Click Confirm Note: Password must be 4 numbers long. 30

©2016 EarthLink. All rights reserved. Settings – Change PIN Enter New PIN Click Confirm Note: Password must be 6-20 numbers long with no numbers in a sequence. It also cannot be the number of the line or contain a part of the number 31

©2016 EarthLink. All rights reserved. Settings – Account – Devices Devices provides a link to the interface that you use to configure your desk phone. (ex. Add / Remove soft keys) Clicking the link opens the interface in a separate window Note: Options for programming keys on your phone depend on the type of phone ordered. Please refer to phone specific training for details on button programming. 32

©2016 EarthLink. All rights reserved. Programming Phone Keys from the CommPortal There are numerous functions that can be programmed to buttons on your phone. Programmable Keys - Top −The keys to the left of the display are know as top keys. Programmable Keys - Main −The keys under the display are know as the main keys. 33

©2016 EarthLink. All rights reserved. Programming Phone Keys from the CommPortal To Program the Top Keys Select a key from the list. The number of Top keys depends on the model of the phone. Below are the 3 models of Mitel phones available from EarthLink. −6863i– 3 programmable Top keys −6865i– 8 programmable Top keys −6867i– 20 programmable Top keys* *on the 6867i their 6 physical buttons and 4 available pages. The programming will appear on keys 1-5 and a “more” button on key 6 when you program more than 5 keys. The “more” button will allow you to access programmed keys past 5. 34

©2016 EarthLink. All rights reserved. Programming Phone Keys from the CommPortal To Program the Main Keys (6867i only): Select a key from the list. −There are 18 programmable keys to assign to the buttons (at the bottom of the phone display). −If you add more keys than you have buttons available “More” key will appear on the last key. −These buttons will be pushed one page over when on a call. To access in call use the more key (4th key from the left). * By default Voic and DND (do not disturb) are assigned to Key 1 & 2. 35

©2016 EarthLink. All rights reserved. Programming Phone Keys from the CommPortal Automatic Recall Directed pickup Do not disturb Enhanced Monitored Extension Enhanced Call Park Last Caller ID Erasure Line Line Identity Speed Dial Trace Call Voic Bottom Keys - Automatic Recall - Call List - Directed Pickup - Directory - Do Not Disturb - Group Pickup - Intercom - Last Caller Id Erasure - Last Number Redial - Park Call - Persistent Paging Key - Speed Dial - Retrieve Parked Call - Trace Call - Other Services (XML Apps) - dialed call list - log out - call lists - messages - contacts Top Keys There are numerous programmable options: 36

©2016 EarthLink. All rights reserved. Programming Phone Keys from the CommPortal Here is a brief description on what the key functions do: Automatic RecallGives last caller info and time called. Gives you the option to return the call by pressing 1 Enhanced Call ParkAdds Enhanced Call Park. Allows you to park and retrieve a call from a specific orbit. Also lights up to indicate that a call is parked on that orbit. Call park orbits are shared throughout the business group. If you have multiple locations You will need to assign call park orbits to your specific location. For example Location 1 would use orbit 10 and location 2 would use orbit 11. This way location 1 could only pick up parked calls for location 1 and location 2 can only pick up calls for location 2. If orbit 11 is assigned to both locations a call parked at 1 location could be picked up at the other. Call ListAdds key to retrieve list of calls made, received, or missed. Group Page Pages members subscribed in the paging group. ConferenceAdd key for Conference (3 Way) CallingGroup PickupIf phone is in a “call pick up group”, this will allow phone to pick up ringing call from extension in specified group Park Call and RetrieveThe Park Call option allows you to put a call park that will allow you to park a call on the 1 st available orbit. The Retrieve Parked Call options allows you to add a key to pick up a specific orbit. Intercom Activates 2 way intercom feature. Must dial extension after pressing Intercom Directed PickupPicks up specified ringing extensions (You will need to add extension to retrieve) Last Caller ID ErasureErases last record of recent calls you have made and received DirectoryAllows access to the internal phone directory.,LineAdds Additional lines when programmed (in EarthLink system) Do Not DisturbAdds a do not disturb Key to the phone.Other services (XML Apps) Dialed call lists: Brings up dialed call list (not available on 31i and 39i) Log out: Allows you to use Hot Desking Call lists: Brings up call list (not available on 31i and 39i) Messages: Bring up phone messaging center (not available on 31i and 39i) Contacts: Brings up Directory (not available on 31i and 39i) Services: No services available at this time Monitored Extensions / Enhanced Adds Monitored Extension (You will need to specify Extension). The Enhanced option allow you to also use the Monitored Extension as a method to transfer to that extension or use it as a speed dial Speed Dial /Enhanced /Conference Adds speed dial (specify number) Voice MailAdds voice mail keySpeed Dial /Enhanced /Conference Adds speed dial (specify number) Trace CallTraces last call received 37

©2016 EarthLink. All rights reserved. Programming Phone Keys from the CommPortal The More key (6867i only) −The more key will appear when there are more buttons programmed than there are physical keys. −The More button appears as a series of dots indicating how many pages of keys are programmed. −The Solid dot is the page that you are currently on −Pressing the more key will allow you to cycle through the pages. * The More Key will appears on the 6th key for the Top Keys and 4th key on the Main keys. 38

©2016 EarthLink. All rights reserved. Programming Phone Keys from the CommPortal To Assign a Key Under the Top Key Area: 1.Click on key you wish to assign 2.Click on drop down arrow and make a selection 3.Fill out any additional information needed * 4.Click Save Changes on lower right 5.The phones will refresh automatically overnight or you can reboot the phone to make the changes. * For example the Enhanced Monitored Extension key will need a valid extension in your business group and a label like the persons name you are monitoring

©2016 EarthLink. All rights reserved. Programming Phone Keys from the CommPortal To Assign a Key Under the Main Keys Area: 1.Click on key you wish to assign 2.Click on drop down arrow and make a selection 3.Fill out any additional information needed* 4.Click Save Changes on lower right. 5.The phones will refresh automatically overnight or you can reboot the phone to make the changes. * For example the Other service key will need you to choose a service and fill in a label describing that service

©2016 EarthLink. All rights reserved Changing Ring Tones from the CommPortal To Change a Ring Tone: 1.Click on User. 2.Click Line number you wish to change ring tone on. 3.Click on drop down box for ring tone and select new ring tone. 4.Click on Save Changes 41

©2016 EarthLink. All rights reserved. Settings – Calls – General Outbound Calling: Ability to withhold caller ID when dialing out. When receiving an inbound call: −Display caller name −Display caller number 42

©2016 EarthLink. All rights reserved. Settings – Calls – Call Blocking Call Blocking: Allows you to restrict which types of calls can be dialed from your telephone. Note: By default, EarthLink blocks International calling. An authorized user must contact Customer Care to lift this restriction. x 43

©2016 EarthLink. All rights reserved. Settings – Calls – Call Me Button Call Me Buttons: Ability to disable the Call Me button for use with . 44

©2016 EarthLink. All rights reserved. Settings – Messages – General Configure various aspects of your messaging service. Incoming calls are forwarded to voic after … Allows you to change how many rings before a call will go to voic . (1 ring = 5 seconds). Enable Live Screening rings your phone with a different ringtone when a caller is being sent to voic . You can pick up the phone and hear the voic as it is being recorded without the caller knowing that you are listening in. Forward messages and faxes as s allows you to sends voic s (as.wav file) to your . To enable and configure 1.Place a checkmark in the box next to Forward messages as s. 2.Click on add an address. 3.Enter address and click Add. 4.Click the Apply Button. Note: Leave Original in Inbox allows you to decide if you want to leave a copy of the voic n your voic box and/or just forward it to your . 45

©2016 EarthLink. All rights reserved. Settings – Messages – General Allows the system to forward an attachment of a voic to an address. 1.Place a checkmark in the box next to Forward messages as s. 2.Click on add an address. 3.Enter address and click Add. 4.Click the Apply button. Note: Message length is a maximum of three minutes

©2016 EarthLink. All rights reserved. Settings – Messages Skip Pin – If Skip PIN is enabled, then when accessing your mailbox from your own telephone you are not required to enter your PIN. Fast Login – if enabled, when accessing your mailbox from your desk telephone, your phone number is recognized automatically and you only need to enter your PIN Auto-Play – Messages automatically play when voic is accessed. Voic Playback – When your messages are played, 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. 47

©2016 EarthLink. All rights reserved. Settings – Messaging – Voic Greeting Allows you to record a greeting using a microphone attached to PC. Record multiple greetings including: personal greeting, extended absence or your recorded name. Configure which greeting to play when a caller gets your voic . 48

©2016 EarthLink. All rights reserved. Settings – Notifications – MWI Specify if you want your Message Waiting Indicator light to flash when you receive a voic message. 49

©2016 EarthLink. All rights reserved. Settings – Notifications – The sub tab allows you to set the system to notify multiple addresses when a voice mail message is left. This is a notification only, there is no.wav file attachment sent with the message 50

©2016 EarthLink. All rights reserved. Settings – Notifications – Outdial This feature enables you to configure the voic system to call you whenever you receive a new message. User can specify the number of attempts the system tries to reach you 51

©2016 EarthLink. All rights reserved. Settings – Notifications – Override This feature allows you to override the Outdial notification for a day or multiple days (for example when you take vacation). 52

©2016 EarthLink. All rights reserved. Settings – Reminders The Reminders tab allows access to a service that you can configure your phone to ring at a specified time and date. For example: you could set this service to call you to act as a reminder of an important meeting. 53

©2016 EarthLink. All rights reserved. For any questions or additional help, visit - or - Contact our Customer Care 54

©2016 EarthLink. All rights reserved. Survey When you exit this training session, you will automatically be linked to Survey Monkey, a training survey evaluation. This survey will help us improve the training content and effectiveness of our facilitators. The survey is confidential and secure. Please complete the survey and have a great day. If you are not automatically sent please feel free to click the link below to leave us your feedback. Survey Monkey 55

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