Preview window

The Preview window presents an information summary when a call is made or received:

*NOTE: The Preview window is hidden after 10 seconds by default. Hover the mouse over the tray menu icon to show the preview window.

Dialback

For outbound calls, a 'Dialback' will appear in the Preview window:

Selecting 'Answer' from the 'Dialback' takes the phone 'off hook' and places the call:

Close button

Select "x" to close the preview window:

*NOTE: Closing the preview window does not end the call

Contact information

Name, number, and location (if available) will appear. Along with any existing notes:

Selecting a contact icon opens the contact record in the respective application:

Call control actions

The following call controls will be available once a call is connected or in progress:

*NOTE: Preview window actions available depend on call status (ringing or connected).

The hang up button ends the call:

The hold button pauses the call:

Select the hold button again to resume the call:

*NOTE: The hold button is not utilized for transferring calls.

With a call connected, two different transfer options are available:

The first is "Consult", where the transfer is first announced to the recipient:

   

The second is "Transfer", where the transfer is unannounced to the recipient:

An incoming call displays the answer and deflect buttons:

*NOTE: Deflect transfers a call directly to another extension without answering it.

Select Deflect, enter the extension or phone number, then select the green check:

Multiple calls

The preview windows will be stacked, with the active call in the front:

Select the header from the inactive preview window to put it into focus:

*NOTE: Selecting a second preview window does not affect the current call status.

Positioning

The preview window can be re-positioned to snap to any quarter of the screen.

Drag the preview window by the header and drop into the desired quadrant:

*NOTE: The preview window will snap to a fixed position in one quarter of the screen.