Category Archives: Business

stacytips

Stacy’s Tip of the Week 9.25.17 ShoreTel Connect Client: Creating an Event

You can create events with conferencing details and add contacts from within Connect Client

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Note however that once the event is created in Connect Client you are prompted to both save the event and send invites from within Outlook

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Even if you do not have access to ShoreTel Connect Client you may receive Connect conference invitations by email

Invitation emails include information for attending the conference by phone, web browser or both.

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When you join a conference with a web browser you are connected to the ShoreTel Connect conferencing for web application which presents many of the same options as ShoreTel Connect Client

This is designed for anyone who does not have access to ShoreTel Connect Client and provides an experience very similar to conferencing within the Client itself.

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Wow! That was simple! Thank you for reading Stacy’s Tip of the Week!

Have a Great Week!

You can save and download this Tip of the Week by clicking here:

SHORETEL TIP OF THE WEEK! Creating an Event

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Stacy’s Tip of the Week 7.31.17 ShoreTel Connect Client: Contacts and Groups

Stumped Stacy to Tim the Tech:

Dear Tim the Tech,

This week I would like to know more about how to create groups in the ShoreTel Connect Client.

 

Tim the Tech:

Dear Stumped Stacy,

Wonderful! I will be going over the People tab which includes contacts, contact groups and contact favorites! Hope you enjoy!!

 

The people panel provides access to favorite contacts and contact groups that you have created yourself

There are two tabs, one for favorites and one for groups

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By default ShoreTel Connect Client includes a favorite groups to which you can easily add contacts simply by clicking the star to the right of their name from within the system directory

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You can also add new contact to your database with the new contact buttonPic3

In addition to the default favorites group you can create custom contact groups for contacts with whom you interact with frequently

Let us say that you need to create a contact group with people in human resources that you communicate with frequently

To create the group, click on the new group button on the people tab

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The ShoreTel Group detail page appears on the right, name this group HR

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Enter the contacts you want to add under that group name

As you type ShoreTel Connect Client searches people and populates with any known listings

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I can then click on David’s name to add him to the group

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You can also click and drag a contact if you have the people panel open

I will click on Mark Hales and drag his name to the groups people field

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Click on the save changes button

Your new HR contact group then appears in the group tab

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Wow! That was simple! Thank you for reading Stacy’s Tip of the Week!

Have a Great Week!

You can save and download this Tip of the Week by clicking here:

SHORETEL TIP OF THE WEEK! Contacts & Groups

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Email: pg@aureliusvs.com

Text: 480-442-0704

Call: 480-568-8940

 

stacytips

Stacy’s Tip of the Week 7.24.17 ShoreTel Connect Client: Drap & Drop and Drag & Hover

Stumped Stacy to Tim the Tech:

Dear Tim the Tech,

Thank you for last weeks Tip!  What else do you have for me this week?

 

Tim the Tech:

Dear Stumped Stacy,

This week we are going to go over dragging and dropping a call from the ShoreTel Connect Client!

You can use drag and drop functionality to manage calls…

Left click a call from the dashboards call stack, drag it and then drop it onto a contact in the people panel, this initiates a blind transfer of the call to that contact automatically.

Let us say we are on a call with David Blaine and he has asked us to transfer him to Mark Hales.  Use drag and drop to transfer him to Mark

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Once the blind transfer completes the call disappears from the transferring users call stack and we can see that Mark is now on the phone with the call we transferred to him.

You have access to several basic telephony features using drag and hover…

Basic drag and hover telephony options include blind transferring the call to the contact, blind conferencing the contact into the call with you and your caller, and parking the call onto the contacts phone

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Drag a call and hover the draggable object over the target contact for two seconds

After two seconds the draggable object will disappear being replaced by a contextual menu with additional basic telephony options

At this point release the mouse button

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And finally to cancel out of using the menu simply mouse click on any space off of the menu or tap the esc key on your keyboard to make the contextual menu go away and cancel the drag and hover.

Wow! That was simple! Thank you for reading Stacy’s Tip of the Week!

Have a Great Week!

You can save and download this Tip of the Week by clicking here:

SHORETEL TIP OF THE WEEK! Drag and Drop

SERVICE CONTACT METHODS:

Portal: http://republic.aureliusvs.com

Email: pg@aureliusvs.com

Text: 480-442-0704

Call: 480-568-8940

stacytips

Stacy’s Tip of the Week 7.10.17 ShoreTel Connect Client: Understanding the Basics

Stumped Stacy to Tim the Tech:

Dear Tim the Tech,

I am having some trouble and I need your help!! My company recently upgraded and now I need to use this new thing call the Connect Client instead of my Communicator. With that said, I need some guidance on how to properly navigate through the Connect Client since it is foreign to me?

 

Tim the Tech:

Dear Stumped Stacy,

I agree…it is a bummer that you can no longer use your Communicator, but don’t you worry, I will show you all the new bells and whistles that the Connect Client has! Let me first start with the basics of the Connect Client.  And then each week following I’ll continue to show you more and more!

I first want to cover the Connect Client dashboard from the top down.

At the top of the dashboard is a menu allowing you to access client settings and application info.  Once you click on the downward arrow the following options will show.

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Below that is a dial pad and also a quick dialer field, allowing you to dial a user directly from the client or search your company directory by typing part or all of a person’s name, number o extension

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Below this is a colored box with a downward pointing arrow, displaying the color associated with your current availability state. Click this box to manage and change your availability state.

 

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To the right of this box is the name, availability state, and phone assignment of the user currently logged into this Connect Client, presumably this is you.

Below your name you will see three standard items. People, Recent and Events.  Each of which you can click to expand the window and display relevant controls and indicators.

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Wow! That was simple! Thank you for reading Stacy’s Tip of the Week!

Have a Great Week!

You can save and download this Tip of the Week by clicking here:

SHORETEL TIP OF THE WEEK! UnderstandingtheBasics

SERVICE CONTACT METHODS:

Portal: http://republic.aureliusvs.com

Email: pg@aureliusvs.com

Text: 480-442-0704

Call: 480-568-8940

Blog-Post-16_Your-business-phone-system

The 3 Cs of an Effective Business Phone Offering: Communication, Collaboration, Control

Business phone systems traditionally haven’t been considered much beyond their ability to connect callers. For most businesses, telecom is a line item on an expense budget—no thought is given to how the technology actually can help improve your company’s bottom line.

The truth is, your business phone system should be considered one of the most important assets in your company. It’s not just a tool for connecting calls; it’s a tool for creating and building relationships and for improving productivity.

When choosing the ideal system for your company, look for the three Cs: communication, collaboration and control. Each are important elements and should be considered carefully in your purchasing decision.

Communication: It’s not just dial tone or voicemail. An effective system will have robust calling features that enhance the user experience, such as personalized call handling and presence, conferencing, voicemail to email, interactive voice response voicemail access and more. Integration with third-party business systems, such as integration with CRM systems, can further enhance the user experience and create a top-notch customer experience as well.

Above all, the system must be simple to operate, so your employees can get the most out of their communications environment.

Collaboration: A good system also includes collaboration tools that are not only seamless to the communications experience but also easy to use. Instant messaging, web and audio conferencing, peer-to-peer video chat, desktop sharing and file transfer capabilities can increase your employees’ productivity by giving them the tools they need to communicate beyond voice, effectively and easily.

Control: For some businesses that don’t want to manage their business phone system, a cloud system is a good option. ShoreTel has the same robust functionality in one platform whether for cloud or for onsite, or even a combination of both.  Both the CLOUD and ONSITE solutions are end-to-end, as ShoreTel provides the phones, system software and applications. ONSITE is perfect for companies that like to control their apps in-house and have the IT resources to do it, while CLOUD is geared to companies that no longer want to manage their phone system or are light on IT resources.

Your employees need more than just dial tone to communicate effectively. Discover what an onsite unified communications and collaboration environment can do to enhance their productivity. ShoreTel Connect ONSITE is a feature-rich yet cost-effective option that also provides a future path to the cloud while leveraging your onsite investment.

If your current business phone system is missing one of the three C’s, it’s time to see how a new system can help improve your company’s bottom line.

stacytips

Stacy’s Tip of the Week 9.30.16 ShoreTel: Record A Conference Call

 Stumped Stacy to Tim the Tech:

Dear Tim the Tech,

I have a very important conference call next week that my boss can not be on the call. I want to record the call so he can hear what was discussed and for future reference. Is it possible for me to do this on my ShoreTel phone?

Tim the Tech:

Dear Stumped Stacy,

It is possible to record conference calls. Just follow these steps:

 

First, let’s create a new conference:

Click on the ‘MyConference’ option on your ShoreTel Communicator.

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From the ‘My Conferences’ tab, select ‘Add a Conference’.

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Create your conference.  At the bottom click ‘Submit’.

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You will now see the new conference listed under the ‘My Conferences’ tab.  The options to ‘Join’, ‘Invite’, ‘Edit’ or ‘Delete’ the conference will also be visible.

We are now ready to record the conference!

Select ‘Join’ to record a conference for later viewing.

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At the top left of your screen, click the drop-down arrow next to ‘More’. Choose ‘Record Conference’.

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To stop the recording, choose ‘Stop Recording’.

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Recordings are automatically added to the ‘Recordings’ list.

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That’s all there is to it!

 

 

Wow! That was simple! Thank you for reading Stacy’s Tip of the Week!

Have a Great Weekend!

 

You can save and download this Tip of the Week by clicking here:

SHORETEL TIP OF THE WEEK! ConferenceRecord

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Email: pg@aureliusvs.com

Text: 480-442-0704

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stacytips

Stacy’s Tip of the Week 9.23.16 ShoreTel: Undeleting a Voicemail

Stumped Stacy to Tim the Tech:

Dear Tim the Tech,

HELP! I accidentally deleted a very important voicemail that I needed to forward to my boss. How can I recover this voicemail?!!

 

Tim the Tech:

Dear Stumped Stacy,

As long as you deleted the message today it can be recovered! With ShoreTel, you have the ability to recover any deleted voice message the same day it was deleted, after midnight the system permanently deletes deleted voicemails. To recover a deleted message, follow these steps:

1. Press the “Voicemail” button on your phone

2. Enter your voicemail password followed by the “#” key

3. Select Option “7” to access mailbox options

4. Select Option “7” to access deleted messages

 

Upon hearing your deleted message(s) you will be given the options to:

Replay: Press  1
Save: Press  2
Forward: Press  4
Reply: Press  5

Remember: The “window of opportunity” lasts until midnight of the same day the message was deleted.

 

 

Wow! That was simple! Thank you for reading Stacy’s Tip of the Week!

Have a Great Weekend!

 

You can save and download this Tip of the Week by clicking here:

SHORETEL TIP OF THE WEEK! VoiceMail_Undelete

SERVICE CONTACT METHODS:

Portal: http://republic.aureliusvs.com

Email: pg@aureliusvs.com

Text:    480-442-0704

Call: 480-568-8940

Blog-Post-15_Explore-the-benefits

What a Hybrid Communications System Can Do for You

Communications today means so much more than dial tone—it spans a breadth of methods and tools including email, messaging, conferencing and more. Voice communications is merging with other forms of communications to create a converged environment that enables users to communicate how they want, when they want and with whatever device they want.

Disparate communications and collaborations systems, however, can make the task of managing a streamlined communications environment difficult. Besides the fact that IT must maintain two separate systems, ensuring the systems work correctly and seamlessly can be a challenge. And adding users or features can be frustratingly complex.

A hybrid communications system can simplify maintaining a full-featured communications and collaboration environment. With a hybrid system, you get the control and performance of an onsite system with the flexibility, scalability and features that come with a cloud-based service.

Here are some benefits of a hybrid environment:

Leverage current infrastructure: A hybrid system uses your current onsite communications system, with new functionality delivered via the cloud. That means you maintain control while exploring the advantages of cloud and get the most out of your investment.

Scalability: Adding new users or features doesn’t necessarily mean adding new hardware or software. With a hybrid system, you have the ability to expand your system via the cloud, giving all users in the environment the same high-quality reliability and user experience. Plus, scalability delivered via the cloud requires no capital expenses.

Opportunity to try the cloud: Intrigued by what the cloud can offer but not ready to take the step of moving to an all-cloud solution? No problem. ShoreTel Connect HYBRID gives you the opportunity to try the cloud yet maintain control, as with an on-premises system.

In a hybrid environment, services delivered via the cloud can be added and removed quickly and easily, giving your company the ability to explore services to ensure a perfect fit. Add collaboration and productivity tools without adding to your capital expense budget—with a hybrid environment, you pay only for what you need and on a subscription basis, like any other cloud-based service.

Enable productivity anywhere: A hybrid solution gives your users access to the same functionality, whether their branch location is served by a cloud system or has equipment onsite. Provisioning new or additional services is done via the cloud and is as easy as granting permission to users.

A clear migration path: A hybrid system can help pave the way to an eventual all-cloud solution—particularly for companies whose workforce is increasingly mobile. And as more of your communications move to the cloud—and the maintenance of the system to a hosted environment—your IT department can shift its focus to activities that enhance your company’s bottom line.

If you’re looking for ways to increase your communications system’s functionality in a way that’s cost-effective, scalable and flexible, consider a hybrid communications environment. Give your employees the technology they need to stay productive anywhere, anytime, while leveraging your current communications investment.

stacytips

Stacy’s Tip of the Week 9.16.16 ShoreTel: Using Outlook with Voicemail Features

Stumped Stacy to Tim the Tech:

Dear Tim the Tech,

I have very important voicemail messages that need to be forwarded to others within the company. Sometimes clients leave voicemails for me that are meant for Susie or the information in the voicemail needs to be communicated effectively to a different department. How can I send my voicemails to coworkers without having them come to my desk to listen to the voicemails?

Tim the Tech:

Dear Stumped Stacy,

You can forward your voicemails via outlook by following these short attached tips! I have been very impressed with your growing wealth of ShoreTel knowledge over the last few weeks. After a year or two you might be able to switch over to the tech side of this business.

 

Forwarding a Voicemail

You can forward a voicemail to another voicemail box and as an attachment.

You can only forward a voicemail to a ShoreTel user’s mailbox. If you want to send a voice mail to someone outside of the ShoreTel system, send it as an attachment. Note that you cannot forward a private voicemail (i.e. a voicemail marked as private by the original sender).

Forwarding voicemail to another voicemail box

  1.  From the Outlook Inbox, double-click on the voicemail you want to forward
  2. In the ShoreTel Voicemail form > ShoreTel Voicemail tab, click Forward.Picture1
  3. Use the resulting window to choose the specifics of the voicemail

Forwarding voicemail as an attachment

  1. From the Outlook Inbox, double-click on the voicemail you want to forward
  2. In the ShoreTel Voice Mail form > ShoreTel Voicemail tab, click Forward as Attachment.

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3. A new email is created with the voicemail attached as an audio .WAV filePicture3   4. Compose and send the email message

Editing the Subject of Voicemail

You can edit a voicemail subject to provide a more meaningful description of the voicemail.

  • From the Outlook Preview pane, click on the Subject field of the message, and type the new heading in the active field.

or

  • From the Outlook Inbox, double-click on the voicemail whose subject you want to edit. In the ShoreTel Voicemail form > ShoreTel Voicemail tab, click Edit Subject. Type the new subject of the voicemail. Then Save.

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Wow! That was simple! Thank you for reading Stacy’s Tip of the Week!

Have a Great Weekend!

You can save and download this Tip of the Week by clicking here:

SHORETEL TIP OF THE WEEK! VoiceMail_Forwarding

SERVICE CONTACT METHODS:

Portal: http://republic.aureliusvs.com

Email: pg@aureliusvs.com

Text:    480-442-0704

Call: 480-568-8940

stacytips

Stacy’s Tip of the Week 9.9.16 ShoreTel: Scheduling a Conference Through Outlook

Stumped Stacy to Tim the Tech:

Dear Tim the Tech,

I am attempting to schedule ShoreTel Conference calls through Outlook. I am struggling to supply invitees with the correct information so they can join the call. What are the web addresses and numbers I need to give to all invited?

Tim the Tech:

Dear Stumped Stacy,

You need to make sure your ShoreTel Communicator Application is synchronized with Outlook. Attached are the numbers and addresses with proper formatting you need to include in your calendar invite.

 

With ShoreTel, users can schedule and join audio conferences with one-click directly on the Microsoft Outlook feature menu.  It’s simple! This week’s tip will show you how!

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When you click the ‘Conference’ button the conference and participant details will auto-populate in the Outlook appointment body.

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Conference Settings and Advanced Options

Conference settings are available in Outlook by clicking on the drop-down arrow below the ‘Conference’ button and select ‘Settings’.

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  • Host Code: Automatically provided and can be customized
  • Participant Code: Automatically provided and can be customized
  • My Extension: Automatically Populated
  • Advanced Options:
  • Conferencing: Determines when the conference is started
  • Post Conference Comments: Determines whether participants can post comments upon exit
  • Access: Determines whether a participant password is needed to access the conference
  • Entry and exit tone: Determines the type of announcement made when a participant enters or exits the conference

These settings can be set as Default and used for all scheduled conferences.

 

Wow! That was simple! Thank you for reading Stacy’s Tip of the Week!

Have a Great Weekend!

 

You can save and download this Tip of the Week by clicking here:

SHORETEL TIP OF THE WEEK! ConferenceScheduling

 

SERVICE CONTACT METHODS:

Portal: http://republic.aureliusvs.com

Email: pg@aureliusvs.com

Text:    480-442-0704

Call: 480-568-8940