Broadview OfficeSuite User Manual Download Page 34 | Manualshive

Page: 34 / 36

background image

34

911 Calls

15

a

Accessories

20

Action Keys

3, 4

Activation

4, 8

Adding Services

18, 19

C

Call Center Services

18

Call Groups

14

Call Recording

18

Call Twinning

14

Checking Voicemail

4, 5, 8, 9

Click-to-Call Contacts

15

Company Directory

4

Conferencing

16

Contacts

6, 15

Cordless Phones

17

Coworker Presence

15

CRM Connector for Salesforce

19

d

Dashboard Preferences

15

Display

3, 4

Do Not Disturb

14

e

Email

5, 16

External Calls

4, 8

f

FCC Notice

22

Forwarding Calls

13, 14

h

HD Meeting

16, 19

Headsets

20

Help

21

Hold

4

Hot Desking

9

i

Installation

7

Intercom

14

Internal Calls

4, 8

International Calls

4, 8

l

Logging Out

9

m

Making Calls

4, 8

Mobile Softphone

18

Multi-Desking

9

Mute

3, 4, 9

o

OfficeSuite® Dialer

19

Online Community

21

Online Fax

16

Outside Phone

9

p

Park and Retrieve

9

PC Console

18

PC Softphone

18

Phones and Accessories

17, 18, 19, 20

Programming Buttons

6, 13

Index

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36
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Summary of Contents for OfficeSuite

Page 1: ...User Guide Contact Support 1 888 623 VOIP OfficeSuiteSupport Broadviewnet com http community broadviewnet com OfficeSuite Phone Putting All Your OfficeSuite Features to Use to be more efficient ...

Page 2: ...ng Your OfficeSuite Phone 10 Activating Your Phone 10 Making Calls 10 Setting Up Voicemail 10 Using the System 13 Listening to Voicemail 15 Setting Up Speed Dials 17 Forwarding Calls 18 Searching and Adding Contacts 21 Optional Features and Services 25 Getting Help 31 Troubleshooting Your System 33 FCC Notice to U S Customers 33 Index 34 ...

Page 3: ...quick start guide is designed to provide you with a brief overview of the system For more detailed instructions please reference the Index on page 34 and search by the topic You can also watch the helpful videos conveniently displayed on each of the widgets for visual step by step instructions Information Area Display Action Keys Key Page and Navigation Buttons Phone Key Pad Date Time Display Voic...

Page 4: ... Accessing the Company Directory Press the Menu soft key on your phone then select Directory Here you can search for employees by typing in their last name Once the coworker you are trying to reach is displayed hit the Dial soft key to begin the call Using Redial Press the function key or the Redial soft key Then select the number you wish to call by using the Arrow keys and press the Dial soft ke...

Page 5: ...ettings Key Cancel Key Redial Key Hold Key Transfer Conference Key Voicemail Key 5 Quick Start Guide Adjusting Your Phone Display Settings You can adjust and personalize your phone s settings by clicking on the blue action key Here you will see a list of the display features Text Size Brightness and Contrast Screen Saver and more To view or adjust any of these settings simply click on the button n...

Page 6: ...y Voicemail widget and check the box for Enable Voicemail Notifications and select your preference and enter the email address of where you would like to receive messages Checking Voicemail Online You can check your voicemail right from the portal Click on Check Voicemail from the My Voicemail widget Here you can listen sort delete save or forward messages Call Twinning Enable your cell phone and ...

Page 7: ...ost popular buttons to program are Speed Dials Forward to Voicemail or Cell Intercom and Do Not Disturb To program your buttons click on Configure on the My Phones widget and click on the button next to any unassigned key and select from the drop down menu the type of button you d like to program enter the number label it and click Save All external numbers must be entered with 9 1 then the number...

Page 8: ...hecking Email Click on Check Email from the My Email widget The number of new messages is displayed on the widget for your convenience Searching and Adding Contacts Click on the Contacts tab on the top navigation of the portal Here you can search and create Favorites and import new contacts ...

Page 9: ... the back of your OfficeSuite phone 2 Connect your phone handset Connect your phone handset into the port next to on the back of your OfficeSuite phone You may also connect a headset into the port next to on the back of your OfficeSuite phone 3 Connect your PC to your phone optional OfficeSuite can utilize an integrated Ethernet switch that allows you to connect to your computer without requiring ...

Page 10: ...ational call please contact your local administrator Setting Up Voicemail and Getting Messages Press the Voicemail key on your phone and enter the temporary passcode of 1234 Then follow the voice prompts to set up your mailbox and change your passcode NOTE Please choose a passcode that is easy to remember for you but difficult for others to guess Recording Your Voicemail Greeting To record or chan...

Page 11: ... handset headset and speakerphone during a call Adjusting the Ringer Volume Press when the phone is ringing Mute Key Voicemail Key Volume Ring Volume Scroll Muting a call Press to mute the microphone during a call Then press to turn off mute NOTE This command works whether you are using the headset handset or speakerphone When on a call if your phone is muted and you need to enter command keys unm...

Page 12: ...ne by pressing the Park Retrieve key and the parking space number of the call Up to 9 calls can be parked at any time Log Out Of Your OfficeSuite Phone 1 Press the Menu soft key 2 Press the Logout soft key 3 Press Yes to confirm your log out NOTE When you log in to a different phone you will be automatically logged out of any other phone that is active unless multi desking has been enabled Hot Des...

Page 13: ...ELECT EXTENSION Do Not Disturb OFF MY PHONES SAVE CONFIGURE 1234 Smith John SELECT EXTENSION CHECK VOICEMAIL VOICEMAIL SETTINGS new messages REFRESH 2 MY VOICEMAIL 1234 Smith John START A MEETING JOIN A MEETING Use My Room JOIN SCREENSHARE VIDEO MY HD MEETING DETAILS SELECT EXTENSION MY CALL GROUPS 1234 Smith John AUTO ATTENDANTS INCOMING CALL ROUTING TOLL FREE SERVICE CORDLESS PHONES My Services ...

Page 14: ...14 http MyOfficeSuite broadviewnet com Using the System from the MyOfficeSuite Portal ...

Page 15: ...filtering for specific voicemails with just a few key strokes just enter the date name or phone number and press enter Setting Up How You Receive Voicemail Messages Click on Voicemail Settings on the My Voicemail widget and select how you would like to receive your voicemail messages in the notification section Getting Voicemail Messages Via Email OfficeSuite Phone can send your voicemail message ...

Page 16: ...essages on your mobile device and displays a list of all of the messages in your voicemail box indicating the time caller and status The app allows you to listen to your messages and features touch controlled fast forward and rewind It also allows callback forwarding and general integration with the contacts on your smartphone The app is integrated with the Message Waiting Indicator on your Office...

Page 17: ...rey From here choose the feature you would like to assign to the memory key You will notice that when you make a selection there is a description of what the feature does Enter a label for your new memory key and the details For speed dials remember to type a 9 1 followed by the 10 digit phone number Some features you can choose to turn a feature on or off by selecting active or inactive from the ...

Page 18: ...lls will automatically be forwarded to this number or Inactive forward incoming calls to this number only when you press the FWD to memory key Setting up Call Forwarding for Unanswered Calls Unanswered calls can be forwarded to voicemail an auto attendant another employee on the system or any another phone anywhere Use the My Call Forwarding widget on the My Account Dashboard to set up call forwar...

Page 19: ...cemail then press Save When you receive an unwanted call press the key you programmed as FWD to Voicemail to forward the caller directly into your voicemail box Intercom Your Coworkers You can contact your coworkers quickly by programming an Intercom button Go to the My Phones widget in the MyOfficeSuite portal and select Configure Here you can program any empty Unassigned Key to be your Intercom ...

Page 20: ...oin or Leave a group you may do so here as well Never Miss a Call with Twinning OfficeSuite Phone s Call Twinning feature allows incoming calls to ring your office phone and any other phone simultaneously This means you never miss an important call if you are away from your desk From the My Call Twinning widget select the extension from the drop down list and enter the phone number you want to rin...

Page 21: ...You can even initiate a call to your phone and another extension by clicking the phone icon next to a searched for extension Click on the gold star to set a favorite Quick Contacts popout The Contacts panel can be detached and put on your PC desktop all day long for easy access To do this click on the handset icon in the top right of your screen Here you will see all of your contacts as well as yo...

Page 22: ...e system will present authorities with location data about your system Customize the Dashboard for Your Preferences To customize the presentation of your Dashboard click on Customize Dashboard Here you can add remove or reorder the widgets according to your preference A helpful tip is to put the most used widgets near the top of the page for easy access ...

Page 23: ...r conference The following features need to be added by your administrator in order for the widgets to appear Using the System 23 Checking Email through My Email If you have purchased email service through Broadview you can check your messages right through the MyOfficeSuite portal On the My Email widget the number of new messages that you have is displayed for your convenience To check your email...

Page 24: ...y Online Fax widget you will see your inbound fax numbers and there you are able to select from the drop down menu which number you would like to set as your fax number To upgrade your fax service or to purchase any additional fax accounts click the Details button from the My Online Fax widget You ll be contacted by Broadview Networks to complete your order ...

Page 25: ...one 24 or 48 Key LCD Phone 16 Key LCD Phone We offer a wide selection of phones soft phones and accessories for your choosing Cordless Phones Slim Phone Conference Phone PC Softphone Mobile Softphone Optional Features and Services 25 ...

Page 26: ... communications Mobile Softphone OfficeSuite Mobile Softphone empowers you to work from anywhere using your regular extension from virtually any smartphone and tablet including iPhone iPad and Android You can make and receive calls directly from the device of your choice but use your business number No longer use your personal cell phone minutes to make business calls or worry about international ...

Page 27: ...vanced technology enables you to drag and drop calls to transfer or conference schedule calls ahead of time and view co worker s Outlook calendars for fast and accurate conferencing Call Center Services and Call Recording Broadview offers complete Call Center Service packages that include call evaluations reporting call queuing live status dashboards and call recording If you just need inbound and...

Page 28: ...te calls to any phone number on your Windows based computer or device creating tight integration with your OfficeSuite phone system The OfficeSuite Dialer allows you to dial contacts right from within Microsoft Outlook When a phone number is clicked a call will immediately be launched to your OfficeSuite phone HD Meeting With OfficeSuite HD Meeting you can host online meetings HD video conferences...

Page 29: ...ccess So you will never experience downtime Internet BVN Secondary Primary Call Twinning Ring your business phone and mobile phone at the same time so you never miss a call with our optional feature Call Twinning Gone are the days where you need to wait around for a call or worry about what phone number to provide someone With twinning you can pick up either phone and switch back and forth as need...

Page 30: ...ng up to 96 extra buttons Ideal for receptionists PoE Power over Ethernet Switches from Cisco Put phones anywhere even places where you don t have an electrical outlet We offer PoE switches ranging from 8 to 48 ports Planatronics SupraPlus Wideband Headset Features wideband capability and ultra noise canceling microphone Powerful Accessories Optional Features and Services Check with your Broadview...

Page 31: ...eSuite portal offers a comprehensive support section with complete guides and instructions FAQs helpful videos and a link to our online community with a plethora of information Next to each widget on the Dashboard of the portal is also an instructional video on how to use that feature Help Chat Video Help Information Getting Help 31 ...

Page 32: ...th of information where you can search by topic feature read how to articles and even post questions where Broadview staff members will answer for you To access the community go to the Support tab on the MyOfficeSuite Dashboard or visit http community broadviewnet com ...

Page 33: ...vice pursuant to Part 15 of the FCC Rules These limits are designed to provide a reasonable protection against harmful interference in a residential installation This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no guarantee that interference ...

Page 34: ...19 D Dashboard Preferences 15 Display 3 4 Do Not Disturb 14 E Email 5 16 External Calls 4 8 F FCC Notice 22 Forwarding Calls 13 14 H HD Meeting 16 19 Headsets 20 Help 21 Hold 4 Hot Desking 9 I Installation 7 Intercom 14 Internal Calls 4 8 International Calls 4 8 L Logging Out 9 M Making Calls 4 8 Mobile Softphone 18 Multi Desking 9 Mute 3 4 9 O OfficeSuite Dialer 19 Online Community 21 Online Fax ...

Page 35: ...me 4 8 Speed Dials 6 Support 21 T Three way Call 4 8 Transferring Calls 4 Troubleshooting 22 V Voicemail App 12 Voicemail from Deskphone 8 Voicemail Greeting 4 8 Voicemail Notifications 5 Voicemail Online 5 Voicemail Settings 5 Voicemail Transcription 12 Voicemail via Email 12 35 ...

Page 36: ...ntact us at Phone 888 623 VOIP 8647 Email officesuitesupport broadviewnet com Live Chat Chat live with Broadview for help via the portal Just click on Live Help on top of the MyOfficeSuite Dashboard http MyOfficeSuite broadviewnet com ...

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