Vertical Wave User's Guide

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Summary of Contents

Page 1 - User Guide

Wave IP 3.0Wave ViewPoint User Guide Release 3.0 October 2012

Page 2

1-4ContentsWave ViewPoint User GuideSending a call to voicemail - - - - - - - - - - - - - - - - - - - - - - - - - 5-16Playing a caller's name

Page 3 - Revision History

Commands while you’re on a call 5-16Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideUnparking a callYou can retrieve a pa

Page 4

Commands while you’re on a call 5-17Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideEntering an account code for a callWh

Page 5

Incoming call indicators 5-18Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideTo gather logs for all flagged calls1. At a

Page 6

Sharing your Call Monitor folder 5-19Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideSharing your Call Monitor folder You

Page 7

Sharing your Call Monitor folder 5-20Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideViewing shared callsWhen another use

Page 8

Wave ViewPoint User GuideChapter 6Placing Calls in ViewPointCHAPTER CONTENTSPlacing a callViewPoint provides the following ways for you to place calls

Page 9

Placing a call 6-2Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuidePlacing calls with the phone on- or off-hookWhen placing calls from Vi

Page 10 - Wave ViewPoint User Guide

Placing a call 6-3Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideUsing the Place Call To dialogThe Place Call To dialog visually guides

Page 11

Placing a call 6-4Chapter 6: Placing Calls in ViewPointWave ViewPoint User Guide•Click Extensions and select an extension in the list. The list is ide

Page 12

Placing a call 6-5Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideEntering My NumbersYou can store your own phone numbers in your Wave a

Page 13 - Chapter 11 Using Call Rules

1-5ContentsWave ViewPoint User GuideListening to your voice messages and call recordings - - - - - 7-4Listening to a voice message as it is being le

Page 14

Placing a call 6-6Chapter 6: Placing Calls in ViewPointWave ViewPoint User Guide5. Select the Public checkbox to make the number publicly available. T

Page 15

Placing a call 6-7Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideYou can quick-dial the following types of calls from ViewPoint folders

Page 16 - Appendix C Reporting Problems

Checking a number 6-8Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuidePlacing calls using other contact managersYou can place calls by us

Page 17 - Introducing Vertical Wave

Redialing numbers and returning calls 6-9Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideRedialing numbers and returning callsYou can qu

Page 18 - Accessing Wave

Creating conference calls 6-10Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideAdding parties to a conferenceUse this procedure to start

Page 19 - Feature comparison table

Creating conference calls 6-11Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideAdding parties to a conference using drag-and-drop To drag

Page 20 - Wave documentation

Supervising other users’ calls 6-12Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideEnding a conference callA conference call normally en

Page 21 - Accessing Help

Supervising other users’ calls 6-13Chapter 6: Placing Calls in ViewPointWave ViewPoint User Guide• To coach, monitor, or join a call, at least one par

Page 22

Using the ViewPoint Softphone 6-14Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideUsing the ViewPoint SoftphoneThe ViewPoint Softphone i

Page 23 - Using ViewPoint

Using the ViewPoint Softphone 6-15Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideIn the ViewPoint Logon dialog:• To use the ViewPoint S

Page 24 - Installing ViewPoint

1-6ContentsWave ViewPoint User GuideChapter 8 Using the Call Log FolderThe Call Log folder - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Page 25 - Chapter 2: Using ViewPoint

Using the ViewPoint Softphone 6-16Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuidePlacing calls using the ViewPoint SoftphoneImportant:

Page 26 - and then de-selecting the

Using a remote phone 6-17Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideUsing a remote phoneA Wave mobile extension allows your remote

Page 27 - Using ViewPoint remotely

Using a remote phone 6-18Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideUsing a remote phone without ViewPointThis section describes ho

Page 28

Using a remote phone 6-19Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideUsing * commands from a remote phoneThe following * commands ar

Page 29 - Logging on to ViewPoint

Using a remote phone 6-20Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideHear Queue Statistics*55 Contact Center agents: Plays current

Page 30 - Logging on to ViewPoint 2-8

Using a remote phone 6-21Chapter 6: Placing Calls in ViewPointWave ViewPoint User GuideFor details on how to use a specific * code, see the Wave Phone

Page 32 - Logging on to ViewPoint 2-10

Wave ViewPoint User GuideChapter 7Managing Voice Messages in ViewPointCHAPTER CONTENTSAbout managing voice messages in ViewPointYou can manage your vo

Page 33 - Logging on to ViewPoint 2-11

About managing voice messages in ViewPoint 7-2Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideThe Messages folderThe Messages

Page 34 - Logging on to ViewPoint 2-12

About managing voice messages in ViewPoint 7-3Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideMessages foldersYou can store yo

Page 35 - Logging on to ViewPoint 2-13

1-7ContentsWave ViewPoint User GuideViewing shared contacts - - - - - - - - - - - - - - - - - - - - - - - - - - - 10-3Contacts folder tabs - - - -

Page 36 - Logging on to ViewPoint 2-14

Listening to your voice messages and call recordings 7-4Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideManaging thousands of

Page 37 - Logging on to ViewPoint 2-15

Handling your voice messages 7-5Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide• Open the contact record of the contact who l

Page 38 - Logging on to ViewPoint 2-16

Handling your voice messages 7-6Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideReplying to a voice messageReplying to a voice

Page 39 - Changing your password

Handling your voice messages 7-7Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideE-mailing a voice messageYou can e-mail a voic

Page 40 - Exiting ViewPoint

Handling your voice messages 7-8Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideDeleting a voice message permanentlyTo delete

Page 41 - The Menu Bar

Handling your voice messages 7-9Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideAdding notes to a voice messageTo add written

Page 42 - The Navigation Pane

Managing call recordings 7-10Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideManaging call recordingsThe following types of ca

Page 43 - The Status Bar

Managing your voicemail maximums 7-11Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideTo set the maximum length for voice messa

Page 44 - Working in ViewPoint folders

Sending a message directly to a user’s voicemail 7-12Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideSending a message directl

Page 45

Knowing when you have new voice messages 7-13Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideKnowing when you have new voice m

Page 46

1-8ContentsWave ViewPoint User GuideHow Wave resolves call rule conflicts - - - - - - - - - - - - - - - - - 11-11Chapter 12 Customizing ViewPointAbo

Page 47 - on the shortcut menu

Knowing when you have new voice messages 7-14Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideE-mail, pager, and call notificat

Page 48

Knowing when you have new voice messages 7-15Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideTo set up voice mail notification

Page 49 - Copying and pasting items

Knowing when you have new voice messages 7-16Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide5. To instruct Wave whether to at

Page 50 - Dragging and dropping items

Knowing when you have new voice messages 7-17Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide3. Select one of the following no

Page 51

Knowing when you have new voice messages 7-18Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideSetting up call notificationsWave

Page 52

Knowing when you have new voice messages 7-19Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide3. Select one of the following no

Page 53 - Organizing items in folders

Knowing when you have new voice messages 7-20Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide3. Click Schedule. The Schedule N

Page 54

Knowing when you have new voice messages 7-21Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide5. To base the notification times

Page 55 - Managing the Deleted folder

Knowing when you have new voice messages 7-22Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideTo have the notification activate

Page 56

Managing voicemail greetings 7-23Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide8. Click Add to add that date, with its selec

Page 57 - Sharing folders

1-9ContentsWave ViewPoint User GuideSetting individual report options - - - - - - - - - - - - - - - - - - - - - - 13-8Using Excel tabs to view repor

Page 58 - Using the audio controls

Managing voicemail greetings 7-24Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideThe Greetings folderThe Greetings folder lets

Page 59

Managing voicemail greetings 7-25Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideThe personal status default greetingThis icon

Page 60

Managing voicemail greetings 7-26Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideRecording a new greetingTo record a new greet

Page 61

Synchronizing Wave voice messages and contacts with your e-mail program 7-27Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide6.

Page 62

Synchronizing Wave voice messages and contacts with your e-mail program 7-28Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideHo

Page 63

Synchronizing Wave voice messages and contacts with your e-mail program 7-29Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide•

Page 64

Synchronizing Wave voice messages and contacts with your e-mail program 7-30Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide3.

Page 65 - Using Personal Statuses

Synchronizing Wave voice messages and contacts with your e-mail program 7-31Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User GuideCo

Page 66 - About personal statuses 3-2

Synchronizing Wave voice messages and contacts with your e-mail program 7-32Chapter 7: Managing Voice Messages in ViewPointWave ViewPoint User Guide4.

Page 67 - About personal statuses 3-3

Wave ViewPoint User GuideChapter 8Using the Call Log FolderCHAPTER CONTENTSThe Call Log folderThe Call Log folder contains a record of all incoming an

Page 68 - Available personal statuses

1-10ContentsWave ViewPoint User GuideSaving your current search - - - - - - - - - - - - - - - - - - - - - - - - - - A-9Loading a saved search - - -

Page 69 - About personal statuses 3-5

The Call Log folder 8-2Chapter 8: Using the Call Log FolderWave ViewPoint User GuideTo open the Call Log folder, click its entry in the navigation bar

Page 70 - About personal statuses 3-6

The Call Log folder 8-3Chapter 8: Using the Call Log FolderWave ViewPoint User GuideCall Log folder columnsPress F1 to see a description of the column

Page 71 - Selecting a personal status

The Call Log folder 8-4Chapter 8: Using the Call Log FolderWave ViewPoint User GuideCall Details Columns Column DescriptionIndicates the incoming and

Page 72 - Modifying a personal status

The Call Log folder 8-5Chapter 8: Using the Call Log FolderWave ViewPoint User GuideDIDOn incoming lines, your Direct Inward Dial number if the caller

Page 73

Taking notes on a Call Log entry 8-6Chapter 8: Using the Call Log FolderWave ViewPoint User GuideTaking notes on a Call Log entryBy clicking Notes in

Page 74

Associating a call from “Unknown” with a contact 8-7Chapter 8: Using the Call Log FolderWave ViewPoint User GuideAssociating a call from “Unknown” wit

Page 75

Entering an account code for a Call Log entry 8-8Chapter 8: Using the Call Log FolderWave ViewPoint User GuideEntering an account code for a Call Log

Page 76

Reporting on the Call Log 8-9Chapter 8: Using the Call Log FolderWave ViewPoint User GuideReporting on the Call LogIf you want to create reports based

Page 77 - Using the Extensions List

Release 3.0 October 2012

Page 78 - Searching the Extensions list

Wave ViewPoint User GuideChapter 9Call Forwarding and Routing ListsCHAPTER CONTENTSAbout call forwarding and routing listsVertical Wave provides two w

Page 79 - Extensions list columns

Wave ViewPoint User GuideChapter 1Introducing Vertical WaveCHAPTER CONTENTSAbout Vertical Wave ViewPointVertical’s award-winning Wave ViewPoint integr

Page 80 - Placing calls to an extension

Forwarding calls 9-2Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideForwarding callsTo turn call forwarding on:1. Choose Tools &g

Page 81

Forwarding calls 9-3Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User Guide• To create a new contact, click to open a new Contact dial

Page 82

Forwarding calls 9-4Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideYou can set any of the following options:•Prompt recipient to

Page 83

Using routing lists 9-5Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideTurning forwarding on and off via the FWD buttonWhen your

Page 84

Using routing lists 9-6Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideKeeping calls from “sticking” at voicemail in a series of

Page 85 - Using the Call Monitor folder

Using routing lists 9-7Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideThe Routing Lists folderThe Routing Lists folder lets you

Page 86

Using routing lists 9-8Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideThe default routing listThis icon identifies the default p

Page 87 - Call Monitor folder tabs

Using routing lists 9-9Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideUsing the Routing List Wizard vs. the Routing List EditorW

Page 88

Using routing lists 9-10Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideSetting a default routing list methodTo skip the Welcome

Page 89 - Call Monitor folder columns

Using routing lists 9-11Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideCreating a routing list using the Routing List EditorTo c

Page 90

Accessing Wave 1-2Chapter 1: Introducing Vertical WaveWave ViewPoint User GuideAccessing WaveYou can access Wave in any of the following ways. Each me

Page 91 - Call ownership

Using routing lists 9-12Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User Guide4. Click New Action to add a routing list action. The Edi

Page 92 - Taking the call

Using routing lists 9-13Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideNote: Calls routed to another extension do not follow ca

Page 93 - Sending the call to voicemail

Using routing lists 9-14Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User Guide6. Click the Advanced tab to set additional options relat

Page 94 - Putting a call on hold

Using routing lists 9-15Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User Guide• Prompt recipient for password. The person who answers t

Page 95 - Transferring a call

Using routing lists 9-16Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideTo specify a final action, make the following choices• Pl

Page 96

Using routing lists 9-17Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideHandling busy station calls differently than calls not an

Page 97 - Recording a call

Using routing lists 9-18Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideNote: If while you are on the phone you receive an incom

Page 98 - To record a call

Using routing lists 9-19Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User Guide5. Under Method, choose one of the following ways to ring

Page 99 - Parking a call

Using routing lists 9-20Chapter 9: Call Forwarding and Routing ListsWave ViewPoint User GuideUsing greetings with routing list final actionsFor most r

Page 100 - Sending a call to voicemail

Wave ViewPoint User GuideChapter 10Managing Contacts and GroupsCHAPTER CONTENTSAbout contact management and WaveViewPoint’s Contacts folder provides y

Page 101 - To flag a problem call

Feature comparison table 1-3Chapter 1: Introducing Vertical WaveWave ViewPoint User GuideUsing your phoneVoice prompts guide you to enter Wave phone c

Page 102 - Incoming call indicators

The Contacts folder 10-2Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideThe Contacts folderTo open the Contacts folder, click its ico

Page 103

The Contacts folder 10-3Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuidePublic contacts contained in the Public\Contacts folder and c

Page 104 - Viewing shared calls

The Contacts folder 10-4Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideShowing, hiding, and reordering Contacts folder tabsTo show o

Page 105 - Placing Calls in ViewPoint

Managing contacts 10-5Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideManaging contactsYou can manage your contacts using Wave ViewPo

Page 106 - Placing a call 6-2

Managing contacts 10-6Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideEntering a contact's name and basic information1. Choose F

Page 107 - Placing a call 6-3

Managing contacts 10-7Chapter 10: Managing Contacts and GroupsWave ViewPoint User Guide5. In the Preferred telephone prompts drop-down list, select th

Page 108 - Placing a call 6-4

Teaching Wave to recognize your contacts 10-8Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideRecording a voice title for a contact1.

Page 109 - Placing a call 6-5

Teaching Wave to recognize your contacts 10-9Chapter 10: Managing Contacts and GroupsWave ViewPoint User Guide• Their names appear in the Call Log and

Page 110 - Placing a call 6-6

Teaching Wave to recognize your contacts 10-10Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideTo view a contact's Incoming Calle

Page 111 - Placing a call 6-7

Teaching Wave to recognize your contacts 10-11Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideDeleting a number from the Incoming Cal

Page 112 - Checking a number

Wave ViewPoint User Guide© 2012 by Vertical Communications, Inc. All rights reserved. Vertical Communications and the Vertical Communications logo and

Page 113 - Creating conference calls

Getting technical support 1-4Chapter 1: Introducing Vertical WaveWave ViewPoint User GuideGetting technical supportContact your Wave system administra

Page 114

Teaching Wave to recognize your contacts 10-12Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideYou can teach Wave to recognize a calle

Page 115

Teaching Wave to recognize your contacts 10-13Chapter 10: Managing Contacts and GroupsWave ViewPoint User Guide3. To associate this call with a contac

Page 116 - Ending a conference call

Teaching Wave to recognize your contacts 10-14Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideUnderstanding name and number on Caller

Page 117

Opening contacts from within other folders 10-15Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideTo enter a contact PIN1. In the Conta

Page 118 - Using the ViewPoint Softphone

Using contacts maintained in another contact manager 10-16Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideYou can also install the Wa

Page 119

Using ViewPoint Groups 10-17Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideImporting contacts into WaveYou can import contacts into

Page 120

Using ViewPoint Groups 10-18Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuidePersonal and public GroupsGenerally, the Groups you will

Page 121 - Using a remote phone

Using ViewPoint Groups 10-19Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideCreating a GroupTo create a new Group1. Choose File >

Page 122 - Using a remote phone 6-18

Using ViewPoint Groups 10-20Chapter 10: Managing Contacts and GroupsWave ViewPoint User GuideNote: Contact Center queue and auto attendant extensions

Page 123 - Using a remote phone 6-19

Wave ViewPoint User GuideChapter 11Using Call RulesCHAPTER CONTENTSAbout call rulesWave call rules enable you to handle specific incoming calls differ

Page 124 - Using a remote phone 6-20

Wave documentation 1-5Chapter 1: Introducing Vertical WaveWave ViewPoint User Guide• Wave SIP Phone Quick Reference Guide. Provides instructions for u

Page 125 - Using a remote phone 6-21

About call rules 11-2Chapter 11: Using Call RulesWave ViewPoint User GuideDistinguishing which incoming calls activate the call ruleYou can distinguis

Page 126 - October 2012

The Call Rules dialog 11-3Chapter 11: Using Call RulesWave ViewPoint User GuideExamples of how you can use call rules• Calls from your “Prospects” Gro

Page 127 - CHAPTER CONTENTS

Creating a new call rule 11-4Chapter 11: Using Call RulesWave ViewPoint User GuideEnabling and disabling a call ruleTo disable a call rule, select it

Page 128 - The Messages folder

Creating a new call rule 11-5Chapter 11: Using Call RulesWave ViewPoint User Guide2. Check either or both of the following options:•From people or Gro

Page 129

Creating a new call rule 11-6Chapter 11: Using Call RulesWave ViewPoint User Guide5. Click Next. The Finish page of the Call Rule Wizard opens.6. Ente

Page 130 - Handling your voice messages

Creating a new call rule 11-7Chapter 11: Using Call RulesWave ViewPoint User GuideFrom the This call rule will apply to drop-down list, choose one of

Page 131 - Forwarding a voice message

Creating a new call rule 11-8Chapter 11: Using Call RulesWave ViewPoint User GuideTo base the call rule’s activation on your system’s business hours,

Page 132 - Replying to a voice message

Creating a new call rule 11-9Chapter 11: Using Call RulesWave ViewPoint User GuideTo have the call rule activate on one or more individual dates1. Cli

Page 133 - Deleting voice messages

Quickly creating call rules for contacts or groups 11-10Chapter 11: Using Call RulesWave ViewPoint User GuideQuickly creating call rules for contacts

Page 134

Call rule priority 11-11Chapter 11: Using Call RulesWave ViewPoint User GuideHow Wave resolves call rule conflictsWhen a call is subject to multiple c

Page 135

Release 3.0 October 2012

Page 136 - Managing call recordings

Release 3.0 October 2012

Page 137

Wave ViewPoint User GuideChapter 12Customizing ViewPointCHAPTER CONTENTSAbout customizing ViewPointYou can customize ViewPoint and your Wave account t

Page 138

About customizing ViewPoint 12-2Chapter 12: Customizing ViewPointWave ViewPoint User GuideUse the following table to locate instructions for the field

Page 139 - Sound played

Customizing phone behavior 12-3Chapter 12: Customizing ViewPointWave ViewPoint User GuideCustomizing phone behaviorThe options described in this secti

Page 140

Customizing phone behavior 12-4Chapter 12: Customizing ViewPointWave ViewPoint User GuideRecording your voice titleA voice title is a short recording

Page 141

Customizing phone behavior 12-5Chapter 12: Customizing ViewPointWave ViewPoint User GuideChanging the language of phone command promptsWave can play t

Page 142 - To set up pager notification

Customizing phone behavior 12-6Chapter 12: Customizing ViewPointWave ViewPoint User GuideCustomizing or turning off call waitingWith call waiting turn

Page 143

Customizing phone behavior 12-7Chapter 12: Customizing ViewPointWave ViewPoint User GuideChanging your personal operatorA caller can always press 0 af

Page 144 - To set up call notification

Customizing phone behavior 12-8Chapter 12: Customizing ViewPointWave ViewPoint User GuideCustomizing your listing in the dial-by-name directoryThe dia

Page 145 - Scheduling notifications

Customizing phone behavior 12-9Chapter 12: Customizing ViewPointWave ViewPoint User Guide3. If you choose to be listed in the dial-by-name directory,

Page 146 - , and then click Add. The

Wave ViewPoint User GuideChapter 2Using ViewPointCHAPTER CONTENTSAbout ViewPointViewPoint provides a central place to manage your calls, voicemail, co

Page 147 - To specify custom hours

Configuring the ViewPoint Softphone 12-10Chapter 12: Customizing ViewPointWave ViewPoint User Guide2. In Default ring duration: ___ seconds, enter the

Page 148

Configuring the ViewPoint Softphone 12-11Chapter 12: Customizing ViewPointWave ViewPoint User GuideTo configure the ViewPoint Softphone1. Choose Tools

Page 149 - Managing voicemail greetings

Configuring the ViewPoint Softphone 12-12Chapter 12: Customizing ViewPointWave ViewPoint User Guide3. In the Speaker phone settings section, enter the

Page 150 - The Greetings folder

Customizing incoming call behavior 12-13Chapter 12: Customizing ViewPointWave ViewPoint User GuideCustomizing incoming call behaviorYou can specify th

Page 151 - Greeting hierarchy

Customizing incoming call behavior 12-14Chapter 12: Customizing ViewPointWave ViewPoint User Guide2. Select one or more of the following options for a

Page 152 - Recording a new greeting

Customizing voice message behavior 12-15Chapter 12: Customizing ViewPointWave ViewPoint User GuideCustomizing voice message behaviorYou can customize

Page 153 - E-mailing a greeting

Customizing voice message behavior 12-16Chapter 12: Customizing ViewPointWave ViewPoint User GuidePlaying a sound when a new message arrivesYou can pl

Page 154 - Deleted Deleted Items

Customizing ViewPoint for operators 12-17Chapter 12: Customizing ViewPointWave ViewPoint User GuideCustomizing ViewPoint for operatorsIf you are an Op

Page 155

Customizing the ViewPoint display 12-18Chapter 12: Customizing ViewPointWave ViewPoint User GuideChanging ViewPoint’s languageYou can change the langu

Page 156

Customizing the ViewPoint display 12-19Chapter 12: Customizing ViewPointWave ViewPoint User GuideDefining double-click behavior in the Contacts folder

Page 157

About ViewPoint 2-2Chapter 2: Using ViewPointWave ViewPoint User GuideInstalling ViewPointSee your Wave system administrator about installing ViewPoin

Page 158

Customizing the ViewPoint display 12-20Chapter 12: Customizing ViewPointWave ViewPoint User GuideCustomizing columnsYou can choose to show or hide col

Page 159 - Using the Call Log Folder

Other customization options 12-21Chapter 12: Customizing ViewPointWave ViewPoint User GuideMoving columnsTo move a column, click its header and then d

Page 160 - Call Log folder filters

Other customization options 12-22Chapter 12: Customizing ViewPointWave ViewPoint User GuideDisplaying the Call Monitor folder automaticallyBring ViewP

Page 161 - Viewing call details

Wave ViewPoint User GuideChapter 13Running Contact Center ReportsCHAPTER CONTENTSImportant: You can use the Contact Center Reporter to report on non-

Page 162 - Call Details Columns

About the Contact Center Reporter 13-2Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideNote the following:• You cannot run reports o

Page 163 - The Call Log folder 8-5

Running a report 13-3Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideRunning a reportThe following steps describe how to start the

Page 164

Running a report 13-4Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideViewing report headers and footersYou must have a printer inst

Page 165

Running a report 13-5Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideShared and local reportsReports can be either shared or local,

Page 166 - Sharing the Call Log

Setting Reporter options 13-6Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideBackups of original reportsBecause a user can accident

Page 167 - Reporting on the Call Log

Setting Reporter options 13-7Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideTo set general Reporter options1. From the Reporter, c

Page 168

About ViewPoint 2-3Chapter 2: Using ViewPointWave ViewPoint User Guide• If you are not logged on using a Windows administrator account. You are prompt

Page 169

Setting Reporter options 13-8Chapter 13: Running Contact Center ReportsWave ViewPoint User Guide4. Under Criteria for counting outbound calls, use the

Page 170 - Forwarding calls

Using Excel tabs to view report results 13-9Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideUsing Excel tabs to view report results

Page 171 - Forwarding calls 9-3

Printing and scheduling reports with the Report Runner 13-10Chapter 13: Running Contact Center ReportsWave ViewPoint User GuidePrinting and scheduling

Page 172 - Forwarding calls 9-4

Printing and scheduling reports with the Report Runner 13-11Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideExamples of the shortcu

Page 173 - Using routing lists

Printing and scheduling reports with the Report Runner 13-12Chapter 13: Running Contact Center ReportsWave ViewPoint User Guide3. On the “Report Optio

Page 174 - Using routing lists 9-6

Available reports overview 13-13Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideAvailable reports overviewYou can produce the repor

Page 175 - The Routing Lists folder

Call Log report 13-14Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideCall Log reportThe Call Log report shows all the information t

Page 176 - Using routing lists 9-8

Call Log report 13-15Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideFiltering Call Log data by columnTo filter the report by colum

Page 177 - Using routing lists 9-9

Call Transfer report 13-16Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideCall Transfer reportThis report shows how many calls were

Page 178 - Using routing lists 9-10

Grouped Service Level report 13-17Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideGrouped Service Level reportThis report shows wai

Page 179 - Using routing lists 9-11

About ViewPoint 2-4Chapter 2: Using ViewPointWave ViewPoint User GuideNote: By default, the ViewPoint auto-update process is enabled for all ViewPoin

Page 180 - Using routing lists 9-12

Outbound Call Comparison report 13-18Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideOutbound Call Comparison reportThe Outbound Ca

Page 181 - Using routing lists 9-13

Outbound Calls by Phone Number report 13-19Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideOutbound Calls by Phone Number reportThi

Page 182 - Using routing lists 9-14

Outbound Long Distance Summary report 13-20Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideOutbound Long Distance Summary reportYou

Page 183 - Using routing lists 9-15

Outbound Long Distance Summary report 13-21Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideReading the Outbound Long Distance Summa

Page 184 - Using routing lists 9-16

Unanswered Calls During Business Hours report 13-22Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideUnanswered Calls During Business

Page 185 - Using routing lists 9-17

User Call Trends report 13-23Chapter 13: Running Contact Center ReportsWave ViewPoint User GuideUser Call Trends reportThe User Call Trends report dis

Page 186 - Routing calls to groups

Release 3.0 October 2012

Page 187 - Using routing lists 9-19

Wave ViewPoint User GuideChapter 14Using the ViewPoint Mobile AppCHAPTER CONTENTSThe ViewPoint Mobile App allows you to make and take calls and access

Page 188 - Using routing lists 9-20

14-2Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Add parties to a conference, just as easily as if you were sitting at your de

Page 189 - Managing Contacts and Groups

14-3Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideMobile phones vs. tabletsThere are some differences in how mobile phones vs. ta

Page 190 - The Contacts folder

About ViewPoint 2-5Chapter 2: Using ViewPointWave ViewPoint User GuideUsing ViewPoint remotelyIf your office’s network is set up so you can log on rem

Page 191 - Contacts folder tabs

14-4Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideInstalling and using ViewPoint Mobile for iOSThis section describes the iOS ver

Page 192 - The Contacts folder 10-4

14-5Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideDownloading and configuring ViewPoint Mobile (iOS)1. From the iOS device, go to

Page 193 - Managing contacts

14-6Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideConfiguring ViewPoint Mobile (iOS)Once the ViewPoint Mobile App has been downlo

Page 194 - Managing contacts 10-6

14-7Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide2. For Wave Server Properties, enter:•Address. Wave Server’s IP Address or full

Page 195 - Managing contacts 10-7

14-8Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideLaunching ViewPoint Mobile (iOS)To launch the ViewPoint Mobile App, tap its ico

Page 196

14-9Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideLogging in to ViewPoint Mobile (iOS)Logging in for the first timeWhen you launc

Page 197 - Identifying contacts by name

14-10Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Server Port defaults to 50070. If your Wave administrator has changed the Vi

Page 198

14-11Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideNavigating the ViewPoint Mobile App (iOS)When the ViewPoint Mobile App launche

Page 199

14-12Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTap More to access additional views:• Call Log. See page 14-34.•Chat. See page

Page 200

14-13Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideViewing and managing user lists (iOS)In the Users view, tap one of the followi

Page 201

About ViewPoint 2-6Chapter 2: Using ViewPointWave ViewPoint User GuideUsing the ViewPoint SoftphoneThe ViewPoint Softphone is software included with V

Page 202

14-14Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideThe following is displayed for each favorite:•Picture, if one is available.•St

Page 203 - To enter a contact PIN

14-15Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideIn the Select Target screen, do one of the following:• To add a user to your F

Page 204

14-16Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideYou can navigate through the Users list in any of the following ways:• Tap the

Page 205 - Using ViewPoint Groups

14-17Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideThe following is displayed for each user:•Status. The user’s current personal

Page 206 - The Groups folder

14-18Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTap on a user to open the User Details screen:Tap at the top of the screen t

Page 207 - Creating a Group

14-19Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTo send an instant message, type your message in the window that opens, and th

Page 208 - Using ViewPoint Groups 10-20

14-20Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideUsing and managing your Contacts list (iOS)Important: The contacts displayed

Page 209 - Using Call Rules

14-21Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTap a contact to view or change contact details. Tap at the top of the scree

Page 210 - Chapter 11: Using Call Rules

14-22Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideMaking a call (iOS)You use the Dialpad to enter a phone number to make a call.

Page 211 - The Call Rules dialog

14-23Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Tap to add the number as entered at the top of the screen to your Contacts

Page 212 - Creating a new call rule

Logging on to ViewPoint 2-7Chapter 2: Using ViewPointWave ViewPoint User GuideYou must have audio playback and capture devices (microphone, speakers,

Page 213 - Creating a new call rule 11-5

14-24Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideThe following information and controls are displayed for each call:• Status. I

Page 214 - Creating a new call rule 11-6

14-25Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Tap for available call control actions.. Release 3.0 October 2012

Page 215 - Creating a new call rule 11-7

14-26Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Tap to open a keyboard at the bottom of the screen to type call notes: Rele

Page 216 - Creating a new call rule 11-8

14-27Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Swipe a row from left to right to get a toolbar of quick call controls: • Ho

Page 217 - Creating a new call rule 11-9

14-28Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Transfer. Transfers the call. You use the next screen to select the extensi

Page 218 - Call rule priority

14-29Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Conference. Creates a conference call.• Record. Records the call.• Disconne

Page 219 - Call rule priority 11-11

14-30Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideViewing and acting on your voice messages (iOS)The Messages view displays your

Page 220

14-31Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideIn the following example, there is one voice message in the user’s Saved folde

Page 221 - Customizing ViewPoint

14-32Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Tap to reply to, forward, or e-mail the voice message. Release 3.0 October

Page 222 - Tab Field See

14-33Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Tap to display voice message details:• Tap to play the voice message.• Tap

Page 223 - Customizing phone behavior

Wave ViewPoint User GuideRevision HistoryRelease Date Documentation Changes Page No.3.0 10/12 GENERAL RELEASEThe ViewPoint Mobile App now allows you t

Page 224 - Recording your voice title

Logging on to ViewPoint 2-8Chapter 2: Using ViewPointWave ViewPoint User Guide5. If you check Automatically log on as this user, anyone at your comput

Page 225

14-34Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideViewing your Call Log (iOS)The Call Log displays your call history.•Tap Incomi

Page 226

14-35Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideThe following information and controls are displayed for each call:•Call direc

Page 227

14-36Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideInstant Messaging (iOS)Tapping Chat opens the Conversations screen. The follow

Page 228

14-37Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideSetting options (iOS)Once the ViewPoint Mobile App has been downloaded, instal

Page 229

14-38Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Personal Status. Tap the icon to change your personal status.•Incoming Call

Page 230

14-39Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideThis option provides the best experience—calls will ring your desk phone, whil

Page 231

14-40Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• For Calls Use. Choose one of the following options to indicate your preferre

Page 232

14-41Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideInstalling and using ViewPoint Mobile for AndroidThis section describes the An

Page 233 - To set call alerts

14-42Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideDownloading and installing ViewPoint Mobile and widget (Android)Note: Most of

Page 234

14-43Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide2. Tap Download ViewPoint Mobile. If you continue, you are agreeing to all of

Page 235

Logging on to ViewPoint 2-9Chapter 2: Using ViewPointWave ViewPoint User GuideDisabling automatic logonThe automatic logon feature allows you to skip

Page 236

14-44Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideInstalling the ViewPoint Mobile widget (Android)The ViewPoint Mobile widget is

Page 237

14-45Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide4. Scroll through the list to the ViewPoint widget, and tap it to add it to yo

Page 238 - Changing ViewPoint’s language

14-46Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideUsing the ViewPoint Mobile widget (Android)Using the widget, you don’t need to

Page 239 - To set double-click behavior

14-47Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideChanging your personal status (Android)1. In the widget, tap the Personal Stat

Page 240 - Customizing columns

14-48Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideLogging in to ViewPoint Mobile (Android)Logging in for the first timeWhen you

Page 241 - Other customization options

14-49Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideCall Settings• For Phone Number, enter the 10-digit number of the mobile devic

Page 242

14-50Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideCall and voice message notifications (Android)A white V-logo indicates a call

Page 243

14-51Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideYou change these settings via Advanced Settings. See page 14-80.• Voicemail do

Page 244

14-52Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideYou can go to another view by tapping an icon in the ViewPoint Mobile toolbar

Page 245 - Running a report

14-53Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideManaging your Favorites list (Android)The Favorites list displays all of the u

Page 246 - Running a report 13-4

Logging on to ViewPoint 2-10Chapter 2: Using ViewPointWave ViewPoint User GuideUsing ViewPoint with a different phone, Wave Server, or languageThere m

Page 247 - Shared and local reports

14-54Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTo add a favorite to the list:1. Tap at the bottom of the screen. The Select

Page 248 - Setting Reporter options

14-55Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideViewing and using the Users list (Android)You can see all Wave extensions, alo

Page 249 - Setting Reporter options 13-7

14-56Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideYou can navigate through the Users list in any of the following ways:• Tap the

Page 250 - Click OK

14-57Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTo send an Instant Message to a user:1. Tap Send Instant Message to IM the use

Page 251 - Totals on the Data tab

14-58Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideUsing and managing your Contacts list (Android)Important: The contacts displa

Page 252

14-59Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTap a contact to view or change contact details. Tap at the top of the scree

Page 253 - Using the Report Runner

14-60Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideMaking a call and acting on your current calls (Android)Tap Calls on the ViewP

Page 254

14-61Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideMaking a call (Android)Important: The ViewPoint Mobile Dialpad is only used f

Page 255 - Available reports overview

14-62Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideViewing and acting on your current calls (Android)When you are on a call, you

Page 256 - Call Log report

14-63Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideActions that you can perform on a call (Android)End Call. Tap to hang up the c

Page 257 - Call Log report 13-15

Logging on to ViewPoint 2-11Chapter 2: Using ViewPointWave ViewPoint User GuideTo change ViewPoint login options1. Start ViewPoint as described in the

Page 258 - Call Transfer report

14-64Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTransferring a call (Android)To transfer a call1. While on an active call, pre

Page 259 - Grouped Service Level report

14-65Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideCreating a conference call (Android)There are two ways to create a conference

Page 260

14-66Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideConferencing: Method 21. While on an active call, press .2. In the Conference

Page 261

14-67Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide3. When you return to the Calls view, you can see the parties in the call:Repe

Page 262

14-68Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideAdding notes to a call (Android)Tap to open a keyboard at the bottom of the s

Page 263 - data you entered

14-69Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideViewing and acting on your voice messages (Android)To view your voice mail fol

Page 264

14-70Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideUse the toolbar to act on the selected message:• Tap to forward the selected

Page 265 - User Call Trends report

14-71Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTap to play the message. You can use the controls to stop and restart messag

Page 266

14-72Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideThe following information is displayed for each call:•Call direction. Indicate

Page 267 - the ViewPoint Mobile App

14-73Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideInstant Messaging (Android)To view current IM conversations or start a new one

Page 268 - Supported devices

Logging on to ViewPoint 2-12Chapter 2: Using ViewPointWave ViewPoint User Guide• Station ID. To log on to ViewPoint using a different Wave phone, for

Page 269 - Online vs. offline mode

14-74Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideTo start a new IM conversation:1. Tap . 2. In the Send IM screen, select the n

Page 270

14-75Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideAs your conversation progresses, all of the messages and replies are displayed

Page 271

14-76Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideSetting options (Android)This section describes how to make changes via the Qu

Page 272

14-77Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideMake any of the following changes:•Personal Status. Tap to change your persona

Page 273

14-78Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideHere is an example of a push notification for a new call: This option provides

Page 274

14-79Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• For Calls Use. Choose one of the following options to indicate your preferre

Page 275 - Server Settings

14-80Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideChanging advanced settings (Android)1. Tap Settings on the ViewPoint Mobile to

Page 276 - For Calls Use

14-81Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User Guide• Mobile Alert. Select one or more of these options determine whether you will

Page 277

14-82Chapter 14: Using the ViewPoint Mobile AppWave ViewPoint User GuideGathering relevant system logsThe system log files WCAPISVRxxx.log and Connect

Page 278 - . See page 14-36

Wave ViewPoint User GuideAppendix AUsing the Wave Archived Recording BrowserAPPENDIX CONTENTSAbout the Wave Archived Recording Browser The Wave Archiv

Page 279

Logging on to ViewPoint 2-13Chapter 2: Using ViewPointWave ViewPoint User GuideSpecifying options for a remote numberIf you selected Remote number in

Page 280

Running the Archived Recording Browser A-2Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User GuideRunning the Archived Recording

Page 281

Searching for recordings A-3Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User GuideSearching for recordingsThe Archived Recordi

Page 282

Searching for recordings A-4Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User Guide2. Do one of the following:•If your search o

Page 283

Searching for recordings A-5Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User Guide4. When you are done specifying your search

Page 284

Searching for recordings A-6Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User GuideLengthTo search for recordings of a specific

Page 285

Searching for recordings A-7Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User GuideFieldField on which the search criteria is b

Page 286

Searching for recordings A-8Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User GuideOrUse to search for recordings based on two

Page 287

Searching for recordings A-9Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User GuideSaving your current searchThere are two ways

Page 288 - Making a call (iOS)

Managing individual recordings A-10Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User GuideManaging individual recordingsMailbox

Page 289

Acting on archived call recordings A-11Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User Guide• Number. On incoming calls, the

Page 290

Logging on to ViewPoint 2-14Chapter 2: Using ViewPointWave ViewPoint User GuideUsing ViewPoint with another station IDMost Wave users have a default s

Page 291

Acting on archived call recordings A-12Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User Guide2. Click an archived file to sele

Page 292

Checking the archive for missing audio files A-13Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User Guide• Add notes. To add new

Page 293 - . Puts the caller on hold

Purging archived recordings A-14Appendix A: Using the Wave Archived Recording BrowserWave ViewPoint User GuidePurging archived recordingsYou must have

Page 294

Wave ViewPoint User GuideAppendix BLogging On with Command-Line SwitchesAPPENDIX CONTENTSAbout ViewPoint command-line switchesYou can add various swit

Page 295

ViewPoint command-line switch reference B-2Appendix B: Logging On with Command-Line SwitchesWave ViewPoint User GuideExample:The four languages instal

Page 296

ViewPoint command-line switch reference B-3Appendix B: Logging On with Command-Line SwitchesWave ViewPoint User GuideAssociating ViewPoint with a spec

Page 297

Release 3.0 October 2012

Page 298

Wave ViewPoint User GuideAppendix CReporting ProblemsAPPENDIX CONTENTSAbout the Problem Report WizardIf you experience a problem with one of the Wave

Page 299

Reporting a problem that involves a specific call C-2Appendix C: Reporting ProblemsWave ViewPoint User GuideReporting a problem that involves a specif

Page 300 - Viewing your Call Log (iOS)

Reporting a problem that does not involve a specific call C-3Appendix C: Reporting ProblemsWave ViewPoint User GuideReporting a problem that does not

Page 301

Logging on to ViewPoint 2-15Chapter 2: Using ViewPointWave ViewPoint User Guide• Use my default station. Your default station remains ViewPoint’s asso

Page 302 - Instant Messaging (iOS)

Release 3.0 October 2012

Page 303 - Setting options (iOS)

Wave ViewPoint User GuideAppendix DTroubleshooting ViewPoint ProblemsThis appendix contains information that may be helpful when you are troubleshooti

Page 304

D-2Appendix D: Troubleshooting ViewPoint ProblemsWave ViewPoint User GuideSolution:1. Start the General Settings applet.2. On the System tab, click Ap

Page 305

Wave ViewPoint User GuideSymbols, (comma, for pauses in page strings), 7-17*50 (select Available personal status), 3-7F11 (return your last call),

Page 306

Index-2Wave ViewPoint User Guideaudio output, changing, 2-22automatic logondisabling, 2-9Bbackup reports, 13-6beep, with call waiting, 12-6blind t

Page 307

Index-3Wave ViewPoint User Guidedisconnecting without hanging up, 5-16e-mailing a message about, 5-13forwardingas displayed in Extensions list, 4-1

Page 308

Index-4Wave ViewPoint User GuideDdefault personal status greeting, 7-25default phone number, for contacts, 10-7default routing list, 9-8default sta

Page 309

Index-5Wave ViewPoint User GuideGGoldMine, 1-2greetingsoverview, 7-23active, 7-25e-mailing, 7-27for when you’re on the phone, 9-17hierarchy for,

Page 310

Index-6Wave ViewPoint User Guidespecifying at logon, 2-10monitoring a call, 6-12My Numbersentering, 6-5placing calls to, 6-4My Phone tab in Call M

Page 311

Index-7Wave ViewPoint User Guideusing the dial bar, 6-2priorityof call rules, 11-10of greetings, 7-25privatecontacts, 10-2folders, 2-31groups, 1

Page 312

Logging on to ViewPoint 2-16Chapter 2: Using ViewPointWave ViewPoint User GuideTo change the ViewPoint display language1. In ViewPoint, choose Tools &

Page 313

Index-8Wave ViewPoint User GuideSschedulingcall rules, 11-7notifications of voicemail, 7-19screeningcalls, 5-8voicemail, 5-9screen-pops for calls,

Page 314

Index-9Wave ViewPoint User Guideurgent voicemail, 7-8usercoaching, 6-12User Call Trends report, 13-23usinginstant messaging with Wave, 4-4remote p

Page 315 - Call Settings

Index-10Wave ViewPoint User Guidesetting maximum length of, 7-10unheard, 7-8urgent, 7-8viewing contact record for, 7-7voicemail folder, 7-2sharin

Page 316

Logging on to ViewPoint 2-17Chapter 2: Using ViewPointWave ViewPoint User GuideChanging your station, Wave Server name, or user name after logging onY

Page 317

2.0 09/10 GENERAL RELEASEAdded section “What’s new in this version” that describes how to view a list of new ViewPoint features.1-1You can now choose

Page 318

Exiting ViewPoint 2-18Chapter 2: Using ViewPointWave ViewPoint User Guide3. Use the following fields to change your password:•Old password. Enter your

Page 319

Elements of the ViewPoint window 2-19Chapter 2: Using ViewPointWave ViewPoint User GuideElements of the ViewPoint windowThe following graphic shows a

Page 320

Elements of the ViewPoint window 2-20Chapter 2: Using ViewPointWave ViewPoint User GuideThe ToolbarThe toolbar, directly under the menu bar in each fo

Page 321

Elements of the ViewPoint window 2-21Chapter 2: Using ViewPointWave ViewPoint User GuideEach folder in the navigation pane gives you access to other r

Page 322

Working in ViewPoint folders 2-22Chapter 2: Using ViewPointWave ViewPoint User Guide• Phone. If you see a Phone pane showing the name of another user,

Page 323

Working in ViewPoint folders 2-23Chapter 2: Using ViewPointWave ViewPoint User GuideFor an overview of each folder, see the following table.Navigation

Page 324

Working in ViewPoint folders 2-24Chapter 2: Using ViewPointWave ViewPoint User GuideConfiguration Selecting the Configuration folder gives you access

Page 325

Working in ViewPoint folders 2-25Chapter 2: Using ViewPointWave ViewPoint User GuideWorking with multiple Viewpoint folders at the same timeYou can ha

Page 326

Working in ViewPoint folders 2-26Chapter 2: Using ViewPointWave ViewPoint User GuideAdjusting the Phonebook Pane layout in the Call MonitorThe Phonebo

Page 327

Working in ViewPoint folders 2-27Chapter 2: Using ViewPointWave ViewPoint User GuideDeleting voice messages and other itemsTo delete a voice message f

Page 328

Wave ViewPoint User Guide1.5 SP3 09/09 SERVICE PACK RELEASETwo additional ViewPoint reports are now available on all systems with no licensing require

Page 329

Working in ViewPoint folders 2-28Chapter 2: Using ViewPointWave ViewPoint User GuideDragging and dropping itemsYou can drag and drop one item onto ano

Page 330 - To transfer a call

Working in ViewPoint folders 2-29Chapter 2: Using ViewPointWave ViewPoint User GuideContact Call Conferences the contact’s default number with the cal

Page 331 - Conferencing: Method 1

Working in ViewPoint folders 2-30Chapter 2: Using ViewPointWave ViewPoint User GuideVoice Message Call Conferences the message sender with the callOpe

Page 332 - Conferencing: Method 2

Organizing items in folders 2-31Chapter 2: Using ViewPointWave ViewPoint User GuidePrinting items in foldersTo print the contents of a folder, choose

Page 333

Organizing items in folders 2-32Chapter 2: Using ViewPointWave ViewPoint User GuideTo show, hide, or reorder columns in a ViewPoint folder1. Choose Vi

Page 334

Organizing items in folders 2-33Chapter 2: Using ViewPointWave ViewPoint User GuideSorting the contents of a columnClick a column header to sort the i

Page 335

Organizing items in folders 2-34Chapter 2: Using ViewPointWave ViewPoint User GuideEmptying the Deleted folderYou can delete an item from the Deleted

Page 336

Sharing folders 2-35Chapter 2: Using ViewPointWave ViewPoint User Guide3. Choose one of the following options:•Remove all items when exiting. Deletes

Page 337

Using the audio controls 2-36Chapter 2: Using ViewPointWave ViewPoint User GuideUsing the audio controlsWave’s audio controls make it easy to create r

Page 338

Importing and exporting Wave items 2-37Chapter 2: Using ViewPointWave ViewPoint User GuideUsing voice message bookmarksYou can set bookmarks in voice

Page 339 - Instant Messaging (Android)

Wave ViewPoint User Guide1.0 10/07 GENERAL RELEASEInitial Release. ---Revision HistoryRelease Date Documentation Changes Page No. Release 3.0 October

Page 340 - 1. Tap

Importing and exporting Wave items 2-38Chapter 2: Using ViewPointWave ViewPoint User GuideImporting and exporting contactsYou can import contacts into

Page 341

Importing and exporting Wave items 2-39Chapter 2: Using ViewPointWave ViewPoint User Guide3. In File to Import, click Browse and select the CSV file t

Page 342 - Setting options (Android)

9. If you have saved a different map and want to use it, click Load Map and select it. Otherwise, map the fields manually as follows:• Check First rec

Page 343

Importing and exporting Wave items 2-41Chapter 2: Using ViewPointWave ViewPoint User Guide2. Under Choose an action to perform, select Export Contacts

Page 344

Release 3.0 October 2012

Page 345

Wave ViewPoint User GuideChapter 3Using Personal StatusesCHAPTER CONTENTSAbout personal statusesYour personal status appears with your name in other V

Page 346

About personal statuses 3-2Chapter 3: Using Personal StatusesWave ViewPoint User GuideTo view the available personal statuses, click Configuration in

Page 347

About personal statuses 3-3Chapter 3: Using Personal StatusesWave ViewPoint User GuideA personal status consists of the following:•A personal status i

Page 348

About personal statuses 3-4Chapter 3: Using Personal StatusesWave ViewPoint User GuideAvailable personal statusesFive personal statuses are available

Page 349 - APPENDIX CONTENTS

About personal statuses 3-5Chapter 3: Using Personal StatusesWave ViewPoint User GuidePersonal statuses (for Contact Center queue agents)In addition t

Page 350

Wave ViewPoint User GuideContentsContentsChapter 1 Introducing Vertical WaveAbout Vertical Wave ViewPoint - - - - - - - - - - - - - - - - - - - - - 1

Page 351 - Searching for recordings

About personal statuses 3-6Chapter 3: Using Personal StatusesWave ViewPoint User GuideAvailable (Non-Queue)This status makes you unavailable at the en

Page 352 - Searching for recordings A-4

Selecting a personal status 3-7Chapter 3: Using Personal StatusesWave ViewPoint User GuideIf you are an agent in a Contact Center queue, note the foll

Page 353 - Searching for recordings A-5

Modifying a personal status 3-8Chapter 3: Using Personal StatusesWave ViewPoint User GuideModifying a personal statusYou can modify personal statuses

Page 354 - Searching for recordings A-6

Modifying a personal status 3-9Chapter 3: Using Personal StatusesWave ViewPoint User Guide• Where I am. Modifying this preference for a personal statu

Page 355 - Searching for recordings A-7

Using personal status defaults 3-10Chapter 3: Using Personal StatusesWave ViewPoint User GuideUsing personal status defaultsSpecifying a default perso

Page 356 - Searching for recordings A-8

Changing the personal status of another user 3-11Chapter 3: Using Personal StatusesWave ViewPoint User GuideTo set a personal status preference back t

Page 357 - Loading a saved search

Release 3.0 October 2012

Page 358

Wave ViewPoint User GuideChapter 4Using the Extensions ListCHAPTER CONTENTSViewing Wave extensionsYou can see all Wave extensions, along with informat

Page 359

Viewing Wave extensions 4-2Chapter 4: Using the Extensions ListWave ViewPoint User GuideThe Extensions list automatically updates in real time.Note:

Page 360

Viewing Wave extensions 4-3Chapter 4: Using the Extensions ListWave ViewPoint User GuideExtensions list tabsThe Extensions list can optionally contain

Page 361

1-2ContentsWave ViewPoint User GuideChanging your password - - - - - - - - - - - - - - - - - - - - - - - - - - 2-17Logging on with command-line sw

Page 362 - Purging archived recordings

Placing calls to an extension 4-4Chapter 4: Using the Extensions ListWave ViewPoint User GuidePlacing calls to an extensionTo place a call to an exten

Page 363

Using Wave IMpulse for instant messaging 4-5Chapter 4: Using the Extensions ListWave ViewPoint User GuideYou can recognize whether users are online or

Page 364

Using Wave IMpulse for instant messaging 4-6Chapter 4: Using the Extensions ListWave ViewPoint User GuideAs your conversation progresses, all of the m

Page 365

Using Wave IMpulse for instant messaging 4-7Chapter 4: Using the Extensions ListWave ViewPoint User GuideTo create an instant messaging conference1. R

Page 366

Using Wave IMpulse for instant messaging 4-8Chapter 4: Using the Extensions ListWave ViewPoint User Guide4. Select the names of the conference partici

Page 367 - Reporting Problems

Wave ViewPoint User GuideChapter 5Receiving and Handling Calls in ViewPointCHAPTER CONTENTSUsing the Call Monitor folderIn the Wave ViewPoint, the Cal

Page 368

Using the Call Monitor folder 5-2Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideThe following graphic illustrates the Vi

Page 369

Using the Call Monitor folder 5-3Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideCall Monitor folder tabsFor most people,

Page 370

Using the Call Monitor folder 5-4Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideShowing, hiding, and reordering Call Mon

Page 371

Using the Call Monitor folder 5-5Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideCall Monitor folder panesThe Call Monito

Page 372

1-3ContentsWave ViewPoint User GuideSetting personal status defaults - - - - - - - - - - - - - - - - - - - - - - 3-10Changing the personal status of

Page 373

Displaying the Call Monitor folder automatically 5-6Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideDisplaying the Call M

Page 374

Selecting and acting on a call in the Call Monitor 5-7Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User Guide4. To display the C

Page 375

Commands while a call is ringing 5-8Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideExamples of calls that you can see, b

Page 376

Commands while you’re on a call 5-9Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideSending the call to voicemailSelect th

Page 377

Commands while you’re on a call 5-10Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User Guide• Parking a call. See page 5-15.• Sen

Page 378

Commands while you’re on a call 5-11Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideTransferring a callThe Call Monitor f

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Commands while you’re on a call 5-12Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User Guide4. In the Transfer field at the botto

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Commands while you’re on a call 5-13Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideYou can also transfer calls more easi

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Commands while you’re on a call 5-14Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideThe maximum length of a single record

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Commands while you’re on a call 5-15Chapter 5: Receiving and Handling Calls in ViewPointWave ViewPoint User GuideAssociating a call with a contactUnid

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