C&T PBX User manual

PBX User Guide
FastFind Links
Using Your Desk Phone
Using the User Web Portal
Voicemail
Answering Rules and Time Frames
Contacts
Phones
Music on Hold
Call History
Profile

EXTENSION LIST

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PBX User Guide
CONTENTS
Contents ................................................................................................................... ii
Introduction............................................................................................................. iv
Frequently Asked Questions .................................................................................. 5
Using Your Desk Phone ........................................................................................ 11
Making Calls..............................................................................................................12
Making International Calls ...................................................................................12
Extension Dialing.................................................................................................12
Intercom...............................................................................................................12
Receiving Calls..........................................................................................................13
Voicemail...................................................................................................................13
Accessing Voicemail............................................................................................13
Setting Up Your Mailbox......................................................................................13
Alternate Greetings..............................................................................................14
Voicemail Tree.....................................................................................................14
Handling Calls ...........................................................................................................16
Attended Transfer................................................................................................16
Blind Transfer ......................................................................................................16
Transfers to External Numbers............................................................................17
Voicemail Transfer...............................................................................................17
Park and Hold......................................................................................................17
Directed Call Pickup ............................................................................................17
3-Way Conference...............................................................................................17
1. Using the User Web Portal .............................................................................. 19
Accessing the Portal..................................................................................................20
Desktop Call Control............................................................................................20
Incoming Calls ...............................................................................................20
Active Calls....................................................................................................21
Home 22
Voicemail...................................................................................................................23
Messages ............................................................................................................23
Voicemail Settings...............................................................................................24
Recording a Greeting ....................................................................................25
Uploading a Greeting.....................................................................................27

Contents
iii | Page
Recorded Name ............................................................................................28
Answering Rules and Time Frames ..........................................................................28
Time Frames .......................................................................................................28
If you select Days of the week and times ......................................................30
If you select Specific dates or ranges............................................................34
Answering Rules..................................................................................................36
Call Forward Drop-down Options ........................................................................38
Ring Timeout .......................................................................................................39
Allowing or Blocking Callers ................................................................................39
Contacts ....................................................................................................................42
Filter and Search .................................................................................................42
Add and Import Contacts.....................................................................................42
Adding a Contact ...........................................................................................43
Importing Contacts ........................................................................................44
Selecting Favorites..............................................................................................44
Editing Contacts ..................................................................................................44
Phones ......................................................................................................................45
Using SNAPmobile ..............................................................................................46
Music on Hold............................................................................................................47
Adding Music on Hold Files .................................................................................47
Playing an Introductory Greeting .........................................................................49
Call History ................................................................................................................50
Filtering the Call History ......................................................................................51
Exporting the Call History Log .............................................................................53
Profile ........................................................................................................................54
Index ....................................................................................................................... 56

Introduction
iv | Page
INTRODUCTION
Welcome to the CT Cloud PBX User Guide. Your Cloud PBX combines the best in traditional
phone system features with modern Internet Protocol (IP) capabilities. In this guide, you will
learn how to perform many common tasks on your phone, as well as make full use of your
web portal.

5 | Page
FREQUENTLY ASKED QUESTIONS
Topics:
This section will provide quick directions to the
most commonly used features of your system.
Phone Features (page 12)
Web Portal (page 13)

Using Your Desk Phone
6 | Page
Frequently Asked Questions - Phone Features
Internal call (extension-to-extension)
1. Dial the extension number
2. Pick up the handset, headset or press speaker.
If you have a button for another user’s extension, simply press the button to call that user.
External call
1. Dial the desired telephone number
2. Pick up the handset, headset or press speaker.
Calls to the US and Canada are all dialed using 10 or 11 digits. Local calls can be dialed
using 7 digits.
Answer an incoming call
1. Pickup handset or hit speaker button
Transfer a call
1. Blind Transfer
•While on the phone with caller, press transfer button
•Dial desired destination extension or press the other user’s extension button
•Press transfer button again
2. Attended Transfer
•While on the phone with caller, press transfer button
•Dial desired destination extension or press the other user’s extension button
•Stay on the phone until speaking with the recipient
•Press transfer again to complete the transfer
oPress cancel if the recipient cannot take the call.
3. Transfer a call directly to another user’s voicemail box
•While on the phone with the caller, press the transfer button
•Dial 03xxx(x) – xxx(x) indicates the recipient’s extension number
•Press Transfer Button again
oExample: Transfer -> 03101 -> transfer will go to extension 101’s mailbox

Using Your Desk Phone
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Park a call
1. Press one of the designated Call Park (e.g. “Call Park 1”) buttons
When the call is parked, the park button you selected will light up red.
Answer a parked call
1. Press the call park button to retrieve the call
When the call is answered, the red light on the call park button will go out.
3-party conference call
1. Call the first participant
2. Press the conference button
3. Call the second participant
4. After the second participant answers, press the conference button again
Conference Bridge
1. Dial your conference bridge extension or telephone number
•Your unique conference bridge extension is
•Your unique conference bridge telephone number is
2. Enter the moderator pin or the user pin
•Your unique moderator pin is
•Your unique user pin is
Your conference bridge supports up to 20 callers. This number can be increased if needed.
Voicemail setup
1. Press Voicemail button or dial 5001
2. Enter Password
3. Follow prompts to finish setup

Using Your Desk Phone
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Frequently Asked Questions – Web Portal
There are multiple key functions of this web portal that can be very convenient to use. This
is an overview of each tab and how to use its main functions.
Access your web portal
1. View your Welcome E-mail to find account credentials
2. Login with assigned username and password
Home tab
1. Shows new voicemails
•You can play, delete, forward, download voicemails from this menu
2. Recent Call History
•Allows you to see your most recent outgoing and incoming calls
•Upon selecting the number, you can call the number back from your desk phone,
web softphone or enter another number you wish to call from - such as your cell
phone.
3. Active Answering Rule
•Shows which answering rule you have activated
Messages tab
1. Shows voicemails in mailbox
•You can select between new, saved or trashed voicemails
•You can play, delete, forward, download voicemails from this menu
2. Shows different chats you are a part of
•These are IM chats with other users in the system.
3. Settings
•Allows you to adjust specific settings related to your voicemail box and to record
your mailbox greeting.
To save any changes you make here, click the “Save” button at the bottom of the page.

Using Your Desk Phone
9 | Page
Contacts tab
1. Allows you to view all extensions in your system
2. Allows you to add more contacts to your phone
Added contacts can be phone numbers outside of your system, e.g. cell phone numbers or
other business numbers
Answering Rules
1. Allows you to adjust how long your phone will ring before going to voicemail
2. Add Rule
•Time Frame
oSelect when you want this rule to be in effect (business hours/afterhours/etc.)
•Call Forwarding
oAllows you to adjust how your extension will function when someone calls
your phone. You can select between a few options
Always - anytime a call comes to your extension you can have the
call ring to another number.
When busy - when you are busy on another call, you can have the
call ring to another number.
When unanswered - when you don’t answer a call, you can have the
call ring to another number.
If Device Offline - when your phone is offline you can have the call
ring to another number.
oSimultaneous Ring
Includes user’s extension - your phone will ring along with any other
device you add
Ring all user’s phones - every phone assigned to your user account
will ring when your phone rings
Answer confirmation for offnet numbers - if you add a phone number
to simultaneously ring along with your extension (e.g. your cell
phone number) then, upon answering the call, that number will be
given the option to accept the call or decline the call
•If declined, the call will go to the voicemail of the extension,
not the cell phones voicemail.
To Save any changes, press the “Save” button at the bottom of the window.