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Tuesday, April 18, 2017

Windows BOC 3.3 User Guide - Call Control



Table Of Contents

Call Control

Call control allows you perform an operation on the selected call in your HUD using the computer rather than the phone.
There are different types of operations and methods for accessing each detailed below.
Blind Transfer
Supervised Transfer 
Voicemail Transfer
Free Form Transfer
Answering a Call 
Hanging up a Call
Hold Call 
Resume Call
Park 
Park For

Blind Transfer

AKA Direct Transfer
Drag and Drop - Click and hold the mouse on either the HUD, or a particular call in the My Calls box.
Now drag that call to an item in the Locations Objects, Extensions, My Address Book, or
Global Address Book and release the mouse.  The first time you do this you will be presented
with a popup asking what you want to do.  Select Transfer at the top to complete a blind transfer
operation.  The call should leave your phone and you should be able to see it's process in the
transfer follow pop up window (if enabled).




Double Click - If you are on a call you can double click an item in the Locations Objects, Extensions, My Address Book, or Global Address Book
to perform a blind transfer.  You will receive the same popup you did in the drag and drop shown above, simply select the Transfer button to
complete the transfer.
Keyboard - To perform a blind transfer with the keyboard, you must do one of two things.
1. Search until only that user is visible in the extensions section.
2.  Highlight that user with the mouse.  Once one of those conditions exists, you may complete a blind transfer by clicking [CTRL T] at
the same time.
Right Click - When you right click on an item in the Locations Objects, Extensions, My Address Book, or Global Address Book
you'll receive a menu popup, select Transfer to complete a blind transfer of the call you have selected in the HUD.
Extensions 
My Address Book





















Location Objects


Global Address Book

Supervised Transfer

AKA Consult Transfer or Attended Transfer
Drag and Drop - Click and hold the mouse on either the HUD, or a particular call in the My Calls box.  Now drag that call to an item in the Locations Objects, Extensions, My Address Book, or Global Address Book and release the mouse.  The first time you do this you will be presented with a popup asking what
you want to do.  Select Supervised Transfer at the top to start a supervised transfer operation.  At this point your phone will out dial to the selected
destination.  You will be presented with a pop up window with 5 choices at that point.  Click Complete Transfer, Abort Transfer to hang-up and resume original call,  Voicemail to send the call straight to voicemail. Park Call to do a general park, and Park For to park the call for the target user.
Double Click - If you are on a call you can double click an item in the Locations Objects, Extensions, My Address Book, or Global Address Book to perform a supervised transfer.  You will receive the same popup you did in the drag and drop shown above, simply select the Supervised Transfer button to start the transfer.  At this point your phone will out dial to the selected destination.  You will be presented with a pop up window with 2 choices at that point.  Click yes to complete the supervised transfer, or no to hang-up and resume the original call.
Keyboard - To perform a supervised transfer with the keyboard, you must do one of two things.  1. Search until only that user is visible in the extensions section.  2.  Highlight that user with the mouse.  Once one of those conditions exists, you may start a supervised transfer by clicking [CTRL / ] at the same time.  At this point your phone will out dial to the selected destination.  You will be presented with a pop up window with 2 choices at that point.  Click yes to complete the supervised transfer, or no to hang-up and resume the original call.
Right Click - When you right click on an item in the Locations Objects, Extensions, My Address Book, or Global Address Book you'll receive a menu popup, select Supervised Transfer to start a supervised transfer of the call you have selected in the hud.  At this point your phone will out dial to the selected destination.  You will be presented with a pop up window with 2 choices at that point.  Click yes to complete the supervised transfer, or no to hang-up and resume the original call.

Voicemail Transfer

Drag and Drop - Click and hold the mouse on either the HUD, or a particular call in the My Calls box.  Now drag that call to an item in the  Extensions and release the mouse.  The first time you do this you will be presented with a popup asking what you want to do, simply select the Transfer Call to Voicemail button to complete the transfer. 
Double Click - If you are on a call you can double click an item in the Extensions  to perform a voicemail transfer.  You will receive the same popup you did in the drag and drop shown above, simply select the Transfer Call to Voicemail button to complete the transfer. 
Keyboard - To perform a voicemail transfer with the keyboard, you must do one of two things.  1. Search until only that user is visible in the extensions section.  2.  Highlight that user with the mouse.  Once one of those conditions exists, you may complete a voicemail transfer by clicking [CTRL M] at the same time.
Right Click - When you right click on an item in the Extensions  you'll receive a menu popup, select Transfer Call to Voicemail to complete a voicemail transfer of the call you have selected in the hud.

Free Form Transfer

A Free form transfer allows you to type any number into a box and have the call functions performed on that number, just as you would on and internal extension. To begin the free form transfer, you simply put in the number in the search box.  You will see and Auto Created entry appear.  Once visible, you can perform a multitude of actions on the number.
     
Answering a Call
To answer a call in BOC choose one of these methods.  Double click the HUD area when a ringing call is selected.  Double click the call you wish to answer in the My Calls area.  Right click the call in the My Calls area and select Answer Call.  Use [CTRL  + ] on your keyboard to answer the selected call in the HUD.  Use the ribbon call control section to answer the call.
Ribbon 
Right Click on My Calls

Hanging up a Call

To hang-up a call in BOC choose one of these methods.    Right click the call in the My Calls area and select Hang up Call.  Use [CTRL  - ] on your keyboard to answer the selected call in the HUD.  Use the ribbon call control section to answer the call.
Ribbon

Right Click on My Calls

Hold Call

To hold a call in BOC choose one of these methods.    Right click the call in the My Calls area and select Hold Call.  Use [CTRL  H ] on your keyboard to answer the selected call in the HUD.  Use the ribbon call control section to hold the call.

Resume Call

To hold a call in BOC choose one of these methods.    Right click the call in the My Calls area and select Resume Call.  Use [CTRL  R ] on your keyboard to answer the selected call in the HUD.  Use the ribbon call control section to resume the call.

Park

To park a call for no one in particular like the telephone handset does, use one of the following methods.  Drag and drop from either My Calls, or the HUD directly into the parking lot.  Use [CTRL *] to put the select call in the HUD in park.  Right click on a call in My Calls and select Park Call.  Use the Park button in the call control section of the ribbon to put the selected call in the HUD into park.

Park For

To park a call for a particular use and have the BOC Server alert them via phone message, client message or xmpp use the Park For function.  There are several methods available including, right click on a user in the Extensions list and select Park For, or search until 1 user is visible and hit [CTRL F] on the keyboard.  If the user is running BOC they will also get a notification popup.
Right Click














Phone Screen Notification Message
BOC Notification Message






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