Broadview OfficeSuite User Manual

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User Guide
OfficeSuite® Phone
putting all Your offiCeSuite® featureS to uSe to be more effiCient
ContaCt Support
1-888-623-VOIP
OfficeSuiteSupport@Broadviewnet.com
http://community.broadviewnet.com

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  • Page 1 User Guide OfficeSuite® Phone putting all Your offiCeSuite® featureS to uSe to be more effiCient ContaCt Support 1-888-623-VOIP OfficeSuiteSupport@Broadviewnet.com http://community.broadviewnet.com...
  • Page 2: Table Of Contents

    Using Your OfficeSuite® Phone ........
  • Page 3: Quick Start Guide

    Quick Start Guide All of your phone’s features and settings will be and manage your system and features. managed through the phone itself and through This quick start guide is designed to provide you our intuitive, online customer portal called with a brief overview of the system.
  • Page 4: Using Your Phone

    Quick Start Guide – Using Your Phone aCtivating Your phone uSing redial Press the Activate soft key and enter your extension Press the function key (or the Redial soft key). and PIN, then press Enter or the # key. Then, select the number you wish to call by using the Arrow keys and press the Dial soft key.
  • Page 5: Muting A Call

    Quick Start Guide – Using Your Phone adjuSting Your phone diSplaY SettingS muting a Call You can adjust and personalize your phone’s Press to mute the microphone during a call. settings by clicking on the blue action key Then press to turn off mute.
  • Page 6: Managing Features Through The Myofficesuite™ Portal

    Quick Start Guide – Managing Features through the MyOfficeSuite™ Portal Login to the MyOfficeSuite™ Portal at http://MyOfficeSuite.broadviewnet.com to perform the next set of functions. Setting up hoW You reCeive voiCemailS There are several ways that you can receive voicemail messages, including via email. To set up how you’d like to receive your messages, click on Voicemail Settings on the My Voicemail widget and check the box for Enable Voicemail Notifications and...
  • Page 7 Quick Start Guide – Managing Features through the MyOfficeSuite™ Portal programming buttonS: Speed dialS and forWarding CallS to outSide phoneS OfficeSuite® Phone enables you to program any assigned keys on your phone to whatever numbers you’d like. The most popular buttons to program are Speed Dials, Forward to Voicemail or Cell, Intercom and Do Not Disturb.
  • Page 8 Quick Start Guide – Managing Features through the MyOfficeSuite™ Portal CheCking email Click on Check Email from the My Email widget. The number of new messages is displayed on the widget for your convenience. SearChing and adding ContaCtS Click on the Contacts tab on the top navigation of the portal.
  • Page 9: Installing Your Phone

    OfficeSuite® phone. your OfficeSuite® phone. 2: ConneCt Your phone handSet Connect your phone handset into the port next to on the back of your OfficeSuite® phone. You may also Step 2 Proceed to connect a headset into the port next to on the back of your OfficeSuite®...
  • Page 10: Using Your Officesuite® Phone

    International calls so if you cannot make an You can initiate multiple party phone calls right international call, please contact your local from your OfficeSuite® Phone. Dial the first party’s administrator. twice (or the Conf soft number, then press the key once).
  • Page 11 Using Your OfficeSuite® Phone uSing redial muting a Call Press the function key (or the Redial soft key). Press to mute the microphone during a call. Then, select the number you wish to call by using Then press to turn off mute.
  • Page 12 OfficeSuite® phone and use it as your own device – up to 5 devices can be used at once when – same number, same speed dials, same voicemail.
  • Page 13: Using The System

    HD meeting and your Across the top of the Dashboard is a series of tabs toll-free service. You will be set up by Broadview as a with different functions and in the center of the MyOfficeSuite™ user for the customer portal, as well...
  • Page 14 Using the System from the MyOfficeSuite™ Portal http://MyOfficeSuite.broadviewnet.com...
  • Page 15: Listening To Voicemail

    OfficeSuite® Phone can send your voicemail message to any email address. To enable this, click on Voicemail Settings on the My Voicemail widget and check Enable Voicemail Notifications.
  • Page 16 Monthly charges do apply, see the portal for details. aCtivating and uSing Your voiCemail app The OfficeSuite® Mobile Voicemail App is available for free. The Voicemail App allows access to your OfficeSuite® voicemail messages on your mobile device and displays a list of all of the messages in your voicemail box, indicating the time, caller and status.
  • Page 17: Setting Up Speed Dials

    Setting up Speed dialS and memorY keYS Your OfficeSuite® phone has memory keys that you can easily set up as one-touch speed dials or to access the powerful features of the system. Setting up your memory keys is easy. Click Configure from the My Phones widget.
  • Page 18: Forwarding Calls

    Using the System forWarding Your buSineSS CallS to an outSide phone OfficeSuite® Phone allows you to forward any of your calls to any outside number so you can work from anywhere. To program this, simply go to the My Phones widget on the MyOfficeSuite™...
  • Page 19 Using the System uSing the do not diSturb feature Do not disturb is a great feature to use when you do not want to be interrupted. All calls will be sent to your voicemail or other coverage and all intercom requests and pages will also be muted.
  • Page 20 Join or Leave a group, you may do so here as well. never miSS a Call With tWinning OfficeSuite® Phone’s Call Twinning feature allows incoming calls to ring your office phone and any other phone simultaneously. This means you never miss an important call if you are away from your desk.
  • Page 21: Searching And Adding Contacts

    Using the System SearChing and adding ContaCtS To view or add contacts to your system, click on the Contacts tab on the top navigation of the site. Here you can create Favorites, view all your Coworkers and add and import new contacts. You can also see which coworkers are logged in and available for calls.
  • Page 22 Using the System 911 CallS OfficeSuite® Phone is fully compliant with all E911 regulations. This means, in the event of an emergency, if 9 + 911 is dialed, the system will present authorities with location data about your system. CuStomize the daShboard for Your preferenCeS To customize the presentation of your Dashboard, click on Customize Dashboard.
  • Page 23 The following features need to be added by your administrator in order for the widgets to appear. ConferenCing With hd meeting If you have purchased OfficeSuite HD Meeting®, you can start or join an HD video, audio or web conference right through the MyOfficeSuite™ portal.
  • Page 24 Using the System managing Your online fax If you have purchased Broadview’s Online Fax service, you can manage it through the MyOfficeSuite™ portal. On the My Online Fax widget, you will see your inbound fax numbers and there you are able to select from the drop-down menu which number you would like to set as your fax number.
  • Page 25: Optional Features And Services

    Optional Features and Services We offer a wide selection of phones, soft phones and accessories for your choosing. 24 or 48 keY lCd phone 16-keY lCd phone 48 keY Color touCh SCreen lCd phone CordleSS phoneS Slim phone ConferenCe phone pC Softphone mobile Softphone...
  • Page 26 Softphone With this feature, you can turn any PC or laptop into a fully-functional phone that is part of your OfficeSuite® system. It utilizes the same extension and features as your desk phone, offering seamless communications from anywhere. The Softphone can handle up to three simultaneous calls and can also be used to record and store calls as .wav files,...
  • Page 27: Call Recording

    Outlook® calendars for fast and accurate conferencing. Call Center ServiCeS and Call reCording Broadview offers complete Call Center Service packages that include call evaluations, reporting, call queuing, live status dashboards and call recording. If you just need inbound...
  • Page 28 Salesforce®. offiCeSuite® dialer 1(800) BROADVIEW calling... OfficeSuite® Dialer allows you to initiate calls to any phone number on your Windows-based computer or device, creating tight integration with your OfficeSuite® phone system. The OfficeSuite® Dialer allows you to dial contacts right from within Microsoft®...
  • Page 29 Optional Features and Services automatiC voip failover With our automatic failover options, if the primary line of communication goes down, OfficeSuite® can sense the issue and automatically switch to Secondary an alternate failover line, or even public Internet primary access. So you will never experience downtime.
  • Page 30 Put phones anywhere, even places where you don’t have an electrical outlet. We offer PoE switches ranging from 8 to 48 ports. planatronics Supraplus Wideband headset Features wideband capability and ultra noise-canceling microphone. Check with your Broadview Networks representative about compatibility and options.
  • Page 31: Getting Help

    Getting Help Broadview offers many ways to get help and support when using your OfficeSuite® Phone system. mYoffiCeSuite™ portal Support The MyOfficeSuite™ portal offers a comprehensive support section with complete guides and instructions, FAQs, helpful videos and a link to our online community with a plethora of information. Next to each widget on the Dashboard of the portal is also an instructional video on how to use that feature.
  • Page 32 Our online community offers a wealth of information where you can search by topic, feature, read how-to articles and even post questions where Broadview staff members will answer for you. To access the community, go to the Support tab on the MyOfficeSuite™ Dashboard or visit...
  • Page 33: Troubleshooting Your System

    Switch to make sure everything is tight. If the phone reports that same Bad LAN Link error again, Broadview will replace the phone(s) as needed. What Should i do if mY phone diSplaYS tftp Server unavailable? www.broadviewnet.com/TFTP...
  • Page 34: Index

    Contacts 6, 15 Multi-Desking 9 Cordless Phones 17 Mute 3, 4, 9 Coworker Presence 15 CRM Connector for Salesforce 19 OfficeSuite® Dialer 19 Online Community 21 Dashboard Preferences 15 Online Fax 16 Display 3, 4 Outside Phone 9 Do Not Disturb 14...
  • Page 35 Index Quick Contacts Popout 21 Redial 4, 8 Ringer Volume 4, 8 Speaker Volume 4, 8 Speed Dials 6 Support 21 Three-way Call 4, 8 Transferring Calls 4 Troubleshooting 22 Voicemail App 12 Voicemail from Deskphone 8 Voicemail Greeting 4, 8 Voicemail Notifications 5 Voicemail Online 5 Voicemail Settings 5...
  • Page 36 We are here to help! pleaSe ContaCt uS at: phone: 888.623.VOIP (8647) email: officesuitesupport@broadviewnet.com live Chat: Chat live with Broadview for help via the portal. Just click on Live Help on top of the MyOfficeSuite™ Dashboard http://MyOfficeSuite.broadviewnet.com...

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