ShoreTel Training Outline 2010

1. Ursinus College ShoreTel Training Outline 2010

2. LiquidSpoke Training Ursinus College User Training

3. LiquidSpoke Training When finished with this class, you should be able to: • Log into Voicemail for the first time to set up • your voicemail. • Recognize the architecture of the phones. • Use the key features outlined in class. • Use the voice mail features outlined in class.

4. LiquidSpoke Training General Use 3 Call Line Appearances (Depends on phone model) Voice Message Indicator Light • Audio Path Selection Keys for: • Headset • Mute • Speaker 3 Hard Buttons Volume Control Dial pad

5. LiquidSpoke Training Log into Your Voicemail For the 1st Time • Press Voice Mail hard button on your Phone • At the prompt enter your extension and then Password-Default 1234#. You will be Prompted to Enter a New Password (must be at least 4 numbers long, followed by the # key) • You will then be Prompted to Record Your Name • The system will not force you to record your greeting, • Record your Personal Greeting by pressing 7 • (1 to listen to the greeting and # to accept it)

6. LiquidSpoke Training Display Call Stack Indicators Indicates call Ringing Indicates call on Hold Indicates call in conversation

7. LiquidSpoke Training Speakerphone The ShoreTel phones have full duplex speaker phone capability.

8. LiquidSpoke Training Making a Call External Dial 9 Dial the number Internal Dial 4 digit extension

9. LiquidSpoke Training Long Distance Long Distance no longer requires an access code. In the event your phone is located in a unsecure area and you are concerned with your phone being used in your absence you will have the ability to Log out of your phone making your phone unavailable for any outside calling. Note ~ You will still have the ability to Dial 911 and place extension to extension dialing. All calls received while in this mode will go directly to your voicemail.

10. Press the Call 2 button, the first caller is automatically put on Hold. The display will show the 2nd line ringing and Caller ID info Incoming call will beep in your ear LiquidSpoke Training Answering a secondCall To Toggle between the calls, press the Call button of the caller that you want to talk to.

11. LiquidSpoke Training Transfer • Press Transfer • Dial extension number • To Consult – select the soft key “Conslt” wait to connect to the extension prior to transfer, hang up or Select “Yes” to send the call. • Blind Transfer – hang up and call will go through

12. LiquidSpoke Training Transfer to Voice Mail • 1. Press Transfer • 2. Dial the number • Press the More soft key • Press To MB • The call will immediately go into the voice mailbox. You may hang up.

13. Dial the First Call, Press Conference LiquidSpoke Training 3 Party Conference Call Dialthe second Call Press the YES Soft Key to conference

14. LiquidSpoke Training Call Pick Up from another extension • Press PickUp • Put extension in to retrieve call

15. LiquidSpoke Training Company Directory • Press the Directory Button • Use the scroll bar next to the display to scroll through the entries.

16. Liquid Networks Training Redial Call Log for called Numbers and Missed Calls • Press the Redial Button • Use the scroll bar next to the display to scroll through the entries. • Press Redial twice to call last caller

17. LiquidSpoke Training Listening to Messages From Your Telephone Set Voice mail codes :(after listening to the message) Listen = 1 Save = 2 Delete = 3 See handout for many more options

18. LiquidSpoke Training Picking Up Your Messages FromOutside the Office • Backdoor Number • 610-409-3628 • Press # • Enter your Extension • Enter you password • Press #

19. LiquidSpoke Training To By-Pass a Greeting • Press # when you hear the greeting • Leave your message

20. 1 1 LiquidSpoke Training Access to Your Voice Mail From Another Phone Press the Voice Mail button Press # At the prompt enter your extension and password and # Press 1 to listen to messages

21. LiquidSpoke Training Starting Personal Call Manager

22. LiquidSpoke Training Call Manager is a the ShoreWare client application that manages user’s calls, voicemail and personal system settings. Why use Call Manager? The client based application gives you the ability to manage your phone from your Desktop. Can I access Call Manager Remotely? Yes, the client based application can be accessed thru a VPN connection. What is Personal Call Manager?

23. LiquidSpoke Training Log into Call Manager for the 1st Time Select Next

24. LiquidSpoke Training Log into Call Manager Enter Server Name: IP Address Select Next

25. LiquidSpoke Training Log into Call Manager User Name: first initial, last name Password: changeme Select Next

26. LiquidSpoke Training Log into Call Manager Select Next

27. LiquidSpoke Training Log into Call Manager *Note ~ Select Start ShoreTel Call Manager when you logon to Windows

28. LiquidSpoke Training When finished with this class, you should be able to customize your phone with the click of your mouse

29. LiquidSpoke Training Training Schedule If you are interested in additional in-depth training, we will be conducting training sessions as follows. Please mark your calendars if you would like to attend. Monday, March 8th & Wednesday, March 10th in Pfahler 208 and 209 9:00 a.m. ~ 10:30 a.m. 11:00 a.m. ~ 12:30 p.m. 3:00 p.m. ~ 4:30 p.m. Tuesday, March 16th in Myrin 302 & Pfahler 208 9:00 a.m. ~ 10:30 a.m. 11:30 a.m.~ 1:00 p.m. 2:00 p.m ~ 3:30 p.m. Thursday, March 18th in Myrin 302 9:00 a.m.~ 10:30 a.m. 11:30 a.m. ~ 1:00 p.m. 2:00 p.m. ~ 3:30 p.m.

30. LiquidSpoke Training For more information, please visit www.ursinus.edu/phonesystem