Category Archives: Technology

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 8.7.17 ShoreTel Connect Client: Voicemails

When you have one or more unheard voicemails ShoreTel Connect Client displays a tally on the dashboards voicemail or recent icon

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A screen pop up appears for 5 seconds immediately after a new voicemail is left in your mailbox

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Clicking either voicemails on the dashboard or the pop up opens the voicemails panel which provides many options for listening to voicemails and managing your voicemail box

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The voicemails panels filters by all voicemails as well as only the voicemails that you have flagged for review later

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All voicemails are displayed by default and any unheard recordings are highlighted in red

If you click deleted voicemails to expand the list to include deleted voicemails as well

To interact with a voicemail, click on it in the voicemail list

This displays play back and interaction options as well as expanding the contact card for the individual who left the voicemail

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Choose whether you would like to listen to your voicemail message on your phone or on the computer with the buttons to the right, click the play button on the left

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If you want to listen to a specific part of the voicemail use the scrub bar to jump to different sections of the recording

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Below this are delivery and response options including replying, forwarding and deleting the message

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You can also customize the subject, right click on the voicemail message to access additional options such as downloading the voicemail or flagging it for later

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You can customize voicemail playback and set up options in the preferences or settings window of the ShoreTel Connect Client

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! Voicemails

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 7.31.17 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

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 7.24.17 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

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.