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Connect Client Training

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Presentation Transcript

  1. Connect Client Training

  2. Introduction and Overview • Introduction • Trainer • Overview • Connect Client Software • Icon and login • Layout and features • Examples of how features work • Questions • Questions and answers

  3. Mitel Connect Client • Software should be uploaded on PC • Or will be in the near future • See Icon on desktop (shown to the right)

  4. Logging In 2 • Double click Mitel icon to open software • Enter your credentials • Username (provided by your IT) • Password (provided by your IT) • Server IP (provided by your IT) • Click Remember me • Click login 2 1 2 3 4

  5. 1 Logging In 3 2 5 4 6 • Home display • Connect drop down • Training videos and guides • Dial pad • Contact search bar • Name, extension, and state • More options • Contacts • Recent • Voicemails • Messages • Events 7 8 9 10

  6. 1 Connect Drop Down • Connect drop down • Training videos and guides • Allows you to access guides and videos

  7. Dial Pad 1 • Dial pad • Open up dial pad • Open company directory • Double click contact to call • Enter phone number to call from device

  8. 1 Example of Dial Pad 2 3 • Dial pad • Double click contact to call • Enter phone number to call from device • Will make call from selected device

  9. Contact Search Bar 1 • Contact search bar • Search your contacts by name or number

  10. Example of Search Bar 1 2 2 • Start typing name of contact (Aaron) • Will pull contacts with spelling • Will show internal contact’s state • Will not show state of external

  11. Example of Search Bar 10 7 6 8 5 9 • Click once on contact • Show details and history with contact • Contact Info • Messages (optional) • Calls • Voicemails • Video Call (optional) • Screen Sharing (optional) • Add participant • Transfer • More • Dial 4 1 2 3

  12. Example of Search Bar 1 2 • More • Dial Mailbox • Send Voicemail • Intercom (optional) • Whisper Page (optional) • Alert When Available • Call with Account Code 3 4 5 6

  13. Name, Extension, & State 1 • Name, extension, and state • Allows you to change your state • Acts the same way as your phone • Logout

  14. State Change 1 2 3 • State Change • Available • In a meeting • Out of office • On vacation • Do not disturb • Custom • Logout 4 5 6 7

  15. State Change Edit Example 1 2 • Edit/change state (Available) • Check reflects current state • Pencil allows you to edit state

  16. Contacts 1 • Contacts • Shows groups, favorites, etc.

  17. 1 2 3 4 5 Contacts 6 • Favorites • Groups • New Group or Contact • Sort • Change View • Search Bar • Name, phone number, etc. • Example of a group • Edit group 7 8

  18. Example of Add Contact • Adding a contact (Connect Client) • Fill in appropriate information

  19. Example of Add Contact (Outlook) • Adding a contact (Outlook) • Fill in appropriate information

  20. Example of New Group • Creating New Group • Internal team members only • Search by name or number

  21. Example of Right Click Contact • Right clicking on a contact • Add Contact to Group • Send Voicemail • Send IM • Schedule Conference • Dial • Alert • Double clicking on contact to dial contact 1 2 3 4 5 6

  22. Call Features • Incoming call prompts in corner of screen • Accept or Ignore call 1

  23. On a Call • Features on an active call • Active call displayed • Mute • Put call on hold • Hang up • Clicking call opens more options 2 4 3 1 5

  24. Placing call on Hold • On active call • Press Pause button (call on hold) • Take call off hold • Hang call up 1 2

  25. Call on Hold & Active Call • One call on hold & on an active • Merge Calls • Mute • Place on hold • Hang up • Number of calls 1 2 3 5 4

  26. 13 14 Call Features 7 6 5 8 9 10 11 • On active call (Clicking the number) • Display Info on Contact or number • Messages with Contact (Optional) • Call history with Contact • Voicemails from Contact • Mute • Video call (Optional) • Screen share (Optional) • Record call (Optional) • Add another call • Transfer • Move call (Optional) • More options • Hang up • Pick call back up 12 3 4 1 2

  27. Call Features 1 2 3 4 • On active call (Clicking the number) • More Options • Send active call to your voicemail • Send active call to Auto Attendant • Flag active call as Malicious Call

  28. Transferring Active Call • On active call • Click and drag to contact • Release over contact (Blind Transfer) 2 1

  29. Transferring Active Call • On active call • Drag and hold over contact (Options) • Blind Transfer to contact • Blind Conference with contact (Active) • Park call on their phone 2 1 3 4 1

  30. Transferring Active Call 2 • On active call • Click number to open more • Click Transfer • Type Contact or external number • Transfer (Blind) • Consult Transfer • Intercom (Optional) • Park call onto internal contact’s phone • Whisper (Optional) • Transfer to Voicemail 3 4 5 7 8 9 6 1

  31. Recent 1 • Recent • 1,000 most recent call actions

  32. Recent 1 2 3 Red Reflecting Arrow (Missed) Arrow pointing upward (Outbound Call) Arrow pointing downward (Inbound Call)

  33. Voicemails 1 • Voicemails • Unheard voicemails display a number • Allow you to listen to voicemails • Options for voicemails

  34. Voicemails • Voicemails • Play Voicemail • Reply (Internal only) • Forward Voicemail • Save Voicemail • Delete Voicemail • Audio source to listen to voicemail • Computer or handset • Call contact or number back 7 1 6 2 3 5 4

  35. Messages • Messages (Instant Messaging) (Optional) • Conversations and History • Not used to start conversations 1

  36. Messages • Messages (Instant Messaging) (Optional) • All conversations and history • Click to open conversation and more 1

  37. Messages • Click to open conversation and more • Continue a conversation • Use same features as shown previously 1

  38. Events • Events (Optional) • Syncs with your Outlook calendar 1

  39. Events • Outlook events (Optional) • Clicking on the meeting gives details 1

  40. Events 1 2 • Details of Event (Optional) • Meeting Name • Time • Date • Location • Organizer • Participants • Overview 3 4 5 6 7

  41. Workgroups • Workgroup (Optional) • Status (Login and Logout) • Shared mailbox feature • Workgroup settings 1

  42. Workgroups 5 1 • Workgroup (Optional) • What Workgroup you are part of • Log into Workgroup • Alert notification toggle • Turn notifications on & off • Settings • Details 3 2 4

  43. Workgroups 1 • Workgroup (Optional) • Logged Out (Red X) • Logged In (Green Check Mark) 2

  44. Workgroup Settings 1 2 • Workgroup Settings (Optional) • Notification settings • Workgroup settings

  45. Workgroup Details 1 2 • Workgroup Details (Optional) • Calls in queue • Voicemails (shared mailbox) • List of calls and/or voicemails 3

  46. More options 1 5 • More options • Name, number, extension • Incoming calls will ring • External (setting up forwarding) • My Conference information (optional) • Options 2 3 4

  47. Options & Settings 1 • Options & settings • Ringer changing • Power Rules • Etc.

  48. Account 1 2 Server Connected To Username Changing your password 3

  49. Call Routing 1 2 • Setup rules based on status • Change status • Start Wizard • Customize specific setting • Set voicemail for specific state 3 4

  50. Power Routing 1 2 3 • Setup rules based a specific command • Rule Name • When (pick a choice) • Enter number • Then forward calls to • Save Rule 4 5

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