Netsapiens

Finestra di anteprima

The Preview window presents an unobtrusive pop-up notification and information summary when a call is made or received. It also offers call control and additional actions such as open contact data or write to activity log, depending on user, device and integration configuration:

preview window

The Preview window is hidden after 10 seconds by default (this can be changed in Configuration > Interface). Hover the mouse over the Go Integrator status indicator icon to display the Preview window again.

Posizionamento

La finestra di anteprima può essere riposizionata per agganciarsi a qualsiasi quarto dello schermo.

Trascina la finestra di anteprima dall'intestazione e rilasciala nel quadrante desiderato:

preview window positioning

*Nota: La finestra di anteprima scatterà in una posizione fissa in un quarto dello schermo.

Preview information

The Preview window can display contact name, company name, telephone number and location (if available) along with additional notes, all retrieved from any integrated address book or business CRM integration. Additionally, the Preview window displays the connected device name in use and the duration of the call.

preview window

The Preview window provides both call control action buttons as well as contact or CRM integration action buttons.

Call Control and Actions

The following actions and controls are available from the Preview window when a call is in progress but depending on the device in use and the address book or business CRM integrations available:

answer call icon

deflect call icon

Risposta

Deviazione

Quando squilla una chiamata, è possibile scegliere di rispondere alla chiamata facendo clic sul tasto "Rispondi" o deviarla (trasferirla senza rispondere) ad un altro interno.

hangup call icon

Riaggancia End the call

hold icon

resume call icon

Hold/Resume Pause/Resume the call - the caller will hear hold music if available

consult transfer icon

Consultazione Place the current call on hold and transfer the call to another extension

transfer call icon

Trasferimento Blind transfer to another extension without introduction

complete transfer icon

Complete Transfer Connect the original call to the transfer destination recipient and disconnect

cancel transfer icon

Cancel Transfer Cancel the call to the transfer recipient and return to the original call

call pickup icon

Call Pickup Answer call ringing at another member of your pickup group

send digits icon

Invia cifre DTMF Softphone only: send DTMF during connected call

show contact icon

Mostra Contatto Shows the full contact details, obtained from the Netsapiens directory

add contact icon

Aggiungi contatto Add the caller to the shared address book or integrated CRM business applications

contact icon

open contact icon

Open/Pop Contact Open the full contact details within an integrated CRM business application. The icon shown will relate to the CRM application (e.g. Google, Salesforce).

add call activity

show call task icon

Create and Show Call Task Creates and opens a call activity (call log) in an integrated CRM business application. The icon shown will relate to the CRM application (e.g. Salesforce, Dynamics) and also the type of entry: Contact, Account or Lead.

Nota: Il pulsante di attesa non viene usato per il trasferimento delle chiamate.

Rispondi e Devia

An incoming call can be answered or deflected, depending on the device type in use.

incoming call options

Click the "Answer" button to connect the incoming call to your preferred device:

answer call icon

Click the "Deflect" button to enter the destination to redirect the call to without answering:

answer call icon

After the Deflect button is clicked, the number entry box appears.

deflect incoming call

Enter the extension or external telephone number to deflect the call to and then click:

confirm button

To deflect the call or to cancel the deflection click:

cancel button

Hold and Hangup

A connected call can be held, transferred or disconnected, depending on the device type in use.

connected call preview window

Click the "Pause" button to place the current connected call on hold:

pause button

(caller hears hold music if enabled in telephone system).

Click the "Play" button to retrieve the held call:

play button

Click the "Hangup" button to end the call and disconnect the other party:

hangup call icon

Trasferimento

Calls can be transferred with either a "consult" introduction to the transfer target destination, or "blind" without any introduction.

Trasferimento Cieco

To transfer the call without an introduction, click the "Transfer" button:

transfer call icon

Enter the transfer target telephone number into the dial entry box:

blind transfer

Click the "confirm" button to transfer the call to the target recipient:

confirm button

Or click the cancel button to return to the call without transferring:

cancel button

Consulta Trasferimento

To transfer the call with an introduction, click the "Consult" button:

consult transfer icon

Enter the transfer target telephone number into the dial entry box:

consult transfer

Click the "confirm" button to place the current call on hold and call the target recipient:

confirm button

Or click the cancel button to return to the call without transferring:

cancel button

The Preview window now shows the original call in "HeldXfer" state and a new, overlapping Preview window for the outbound transfer destination. The Preview window header can be clicked to switch the display between the two parties (this does not switch the call between the connected parties, only the display window).

preview window display options

Click the "Complete transfer" button to connect the two parties and disconnect from the call:

complete transfer icon

Or click the "Cancel transfer" button to disconnect the outbound call and return to the original call without transferring:

cancel transfer icon

Outgoing Calls

The Preview window appears for both inbound and outbound calls.

Initially the call status will be "Dialing".

preview window

The other information and icons displayed will depend on whether the telephone number is already found within any address books or integrated CRM applications and which device is used to make the outgoing call.

Once answered and "Connected", the Preview window will offer call handling buttons, dependent on the device used to make the outgoing call.

preview window

Nota: The outgoing call process will vary with the preferred device type selected – a "dialback" may need to be answered first by the selected device before the outgoing call is made.

Mostra Contatto

show contact icon

"Show Contact" will open the contact within the integrated CRM application or address book.

If the contact is found in the telephone system directory, a Go Integrator Nava window is displayed with action buttons:

directory contact window

Dial the selected telephone number:

dialing icon

Compose an email to the selected address with the default email client:

email icon

If the user has access, the option to Edit/Save or Delete is also presented.

Aggiungi contatto

add contact icon

When the call Preview Window displays a call that is not yet found in any integrated address book (or is found in some but not all integrated address books) the Add Contact icon is displayed. This offers a quick method to insert the contact details into multiple locations.

add contact window type

Select which integrated address book "Type" to add the contact into and either "Save" or "Save and Edit" to also open the contact within the selected address book. The stored details are then used to add to the next selected address book "Type" to quickly duplicate the contact record into multiple locations.

Chiamate multiple

When multiple parties or calls are in progress, the Preview window will "stack" each call with the currently active call initially at the front:

multiple incoming call display

Clicking on the window header will bring an inactive Preview window to the front and into view:

multiple call inactive Preview window

Nota: Selecting another Preview window does not affect the connected call status.

Missed Calls Notification

If a call is presented but the caller abandons before being answered, the Missed Call notification window is displayed and remains on screen until acknowledged or actioned.

missed call notification window

Close Window

Seleziona 'x' per chiudere la finestra di anteprima:

close preview window

Nota: La chiusura della finestra di anteprima non termina la chiamata

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