Make and receive calls in Collaboration 7

Plan requirement

Subscription UC-Essential or higher

Call a colleague by name, transfer to someone else, put a caller on hold, and get back to a call you parked.

Make a call

  1. Type a name, extension or number in the dialpad. A name is matched against your Colleagues directory and your shared Phonebooks, so you rarely need to remember a number.
  2. Press enter.

For external numbers, use the full international format. It always works, while shortened local numbers depend on how your system is configured.

Answer, and what to do next

An incoming call shows the caller's name if the number matches a colleague or a phonebook entry. Answer in the browser, or on your desk phone if you have one.

Put someone on hold

Hold pauses the call and plays hold music. The caller cannot hear you, which is the point: use it before you ask a colleague a question, rather than covering the microphone.

Transfer

There are two kinds and the difference matters to the caller.

  • Attended transfer. You speak to your colleague first, explain who is waiting, then connect them. Slower, and much better for the caller.
  • Blind transfer. The call goes straight through with no introduction. Fine for a switchboard, jarring for a customer who has just explained their problem.

Use attended transfer unless you are certain the destination will pick up.

With a blind transfer, the call can come back to you if nobody answers. That is not a fault, it is the system making sure the caller is not abandoned.

Add someone to the call

Turn a two-way call into a conference by adding a third person, without hanging up and starting again.

Record a call

You can record a conversation while it is running. Tell the other person you are recording. In most countries this is a legal requirement, not a courtesy, and the obligation sits with you rather than with us.

Move a call between devices

If you are logged in on more than one device, you can move a call in progress from your computer to your mobile or desk phone without hanging up.

The Devices menu in the top bar sets your active device. Choose Any and you decide per call instead of in advance: on an incoming call you pick the device with the handset button in the call dialog, and an outgoing call is set up on the one you choose then.

Most people use one device almost all the time, and naming it instead of leaving Any saves a decision on every call.

It does not stop your other phones ringing, though. That is a separate switch: under Settings, in Calls, turn on Ring only active device and the rest stay silent. Leave it off, which is how it arrives, and every registered device rings whatever you picked in the menu.

There is also a mode that splits the two on purpose. With Call control mode you run the call from the browser, transfers and all, while another device carries the audio, which suits anyone who prefers a handset but wants the controls on screen. It takes two switches: an administrator enables it for your system, then you turn it on under Settings > Calls. Ask us for the first one. It survives signing out, so you only do this once.

See also

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