Category Archives: Education

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

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 9.18.17 ShoreTel Connect Client: Events

If your organization uses Microsoft Exchange and Outlook and your credentials have been synced with Connect Client you may see Events notification appear in the Dashboard.

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These notify you of meetings that are about to begin, that are listed in Connect Client Events and provide dial in and join meeting buttons for you to join the meeting from the Connect Client Dashboard.

Note that you may also see a third button for video, this is only available if you have been enabled from multipoint video.  For more information contact your phone system administrator.

The Events panel displays your Microsoft Exchange calendar meetings filtering separately by upcoming and past events.

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Clicking on an Event, opens the individual event panel and displays additional meeting information including location, recurrence and participants.

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As in the Event notification, you may see dial in and join meeting buttons.  These buttons automatically dial you into the events conference bridge and allow you to attend the meeting screen share in the connect client itself if conferencing information has been provided.

 

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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! Events

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 9.11.17 ShoreTel Connect Client: Conversation History

Anytime you open a contact panel in ShoreTel Connect Client it displays the conversation history that you had with that contact

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Conversations include a history of all communication modes with that individual – calls, voicemails, and instant messages.

You can filter the type of communications you want to browse

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ShoreTel Connect Client also displays a conversation list of all users with whom you have recently communicated with right on the Dashboard

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When you are done you can click the X on a conversation to remove it from the Dashboard.

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While this will delete a conversation notification it does not delete your conversation history.

Conversations also let you track a series of communications with groups of users in addition to individuals.

Conversation history can be maintained for a specific combination of users within your organization

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! Conversation History

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 9.4.17 ShoreTel Connect Client: Assign Extension

If you have a work environment where you might be moving from desk to desk occasionally, rather than moving your phone with you each time, you can sit at a new desk for the day and still have your calls ring your extension by assigning the phone to you, here is how that is done.

You can manually assign your extension to the phone.

On the phone, press the ‘Assign’ soft key if the phone does not prompt you for your credentials.

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On the phone, press the ‘Assign’ soft key if the phone does not prompt you for your credentials.

ShoreTel Connect onsite users will be prompted for your extension number and voicemail password.

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Key in your extension number and then enter your voicemail password

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You will be prompted to ‘Please wait’ while ShoreTel assigns your extension

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Once the extension assignment is complete you will see your name and extension showing on the phone!

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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! Assign Extension

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 8.28.17 ShoreTel Connect Client: Retrieving a Call GUID

If at any time you experiencing choppy calls or dropped calls, you may be asked by your IT to provide them with something called a Call GUID.  The following steps show how to gain that Call GUID from your ShoreTel Connect Client.

From your ShoreTel Connect Client, click the ‘Recent’ tab

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Your most recent calls both inbound and outbound will appear in the panel to the right.

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Right click on the call in which you need to retrieve the Call GUID from – then click ‘Copy Call ID to Clipboard’

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Paste the Call GUID into an email or Word doc

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This is the Call GUID information that you need to provide to your IT staff.

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! Retrieving a Call GUID

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 8.21.17 ShoreTel Connect Client: External Assignment

If the external assignment radio button is available on your profile page you can assign your extension to a phone number outside of the ShoreTel Connect system

A common scenario for this is to assign your extension to your mobile phone or your home land line

ShoreTel Connect routes inbound calls to that number instead of your desk phone

Unlike call forwarding, which only affects inbound calls, external assignment also affects outbound calls initiated from the ShoreTel Connect Client presenting your enterprise caller id instead of the external number

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To configure external assignment, click ‘Select Number’ in the drop down and then enter the external number and a label to allow you to easily identify it later

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In this example the external number is for a Cell Phone so we have labeled it accordingly

Notice that you can configure a second external number as well additional options

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After entering the external number click the ‘Use Selected Number’ button

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Your extension is now assigned to the external number and your inbound calls are no longer routed to your desk phone

Again, you can only assign your extension to one device at a time so if your user profile has an assigned IP desk phone that phone will now display Anonymous

This simply means that it is still assigned to you but your extension has been assigned to another device.

If you call someone while your extension is assigned to and external number ShoreTel Connect sets up the call in two steps.

First, ShoreTel Connect calls you at your external number.  Second, after you accept this call, you will hear ShoreTel Connect calling the number you dialed.

Your call will appear to come from your enterprise number instead of your external number, so the other party won’t know that you’re calling from a cell phone or land line.  This process is often referred to as reverse dial.

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! External Assignment

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

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

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 9.23.16 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

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