Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 10 Current »

INTRODUCTION

The CommUnity Desktop App is a native client that serves as the end user application for CommUnity. Built with the user in mind, CommUnity improves
communications with its:

  • Simplified unified and intuitive user experience.

  • Optimized functionality and performance.

  • Improved presence, chat, notification experience.

  • Communications history and search.

  • Integrated softphone.

  • Call Center agent functionality and integration Contextual intelligence.

FEATURES

  • Recent Communications

  • Search Content

  • Click-to-Call and Call Control

  • Softphone

  • Chat, Mentions and Reactions

  • File Share

  • Presence

  • Directory/Contacts

  • Audio and Video Conferencing

  • Call Center

  • SMS

  • Call Recording

  • Website Launcher

SYSTEM REQUIREMENTS

  • Windows OS: Windows Vista, Windows 7, Windows 8/8.1, Windows 10, Windows 10+, Windows 11

  • Mac OS: Mac OC 10.9 Mavericks, Mac OS 10.10 Yosemite, Mac OS 10.11 El Capitan, Mac OS 10.15 El Capitan, Mac OS 11 Big Sur, Mac OS 12 Monterey

  • Memory: Minimum of 4GB (8GB recommended)

  • Disk Space: 500MB of free hard drive space

  • Screen resolution: Minimum 1,024 x 640

TABLE OF CONTENTS

INSTALLATION

Install Steps

  • Click the Windows or MAC download links below.

  • Locate the downloaded installer file.

  • Double-click the installer and follow instructions.

  • Launch the CommUnity App.

Note for Mobile/ Android Users: click here Downloads: myHUD Android

SIGNING IN

When you launch the application, you are prompted to sign in:

  • Enter your Sangoma username and password.

  • If you don’t remember your password, click on the Forgot password? link to reset your password.

  • Click Log in.

Note: In most cases, your username is your email address. If your company is setup to authenticate with Active Directory (AD), Okta or Microsoft, click the corresponding button. If enabled for your organization, a “Remember Me” toggle will display that allows CommUnity to remember usernames and Passwords.

image-20240712-125410.png

MAIN WINDOW

Modern View

When you launch the CommUnity App for the first time, it launches in the collapsed view. You can expand and collapse the view by clicking on the expand and collapse icon shown below. The app defaults to the Modern View which shows your Recent and Favorite contacts. Click the + Favorites button to add contacts to your Favorites list. You can also add a contact to Favorites by clicking on the three-dot ( ) menu next to a contact throughout the CommUnity App. The Recent Contacts list will show any Internal Contacts with whom you have exchanged Chats or Calls.

image-20240716-092333.png

Classic View

If you prefer seeing all your company contacts, you can switch to the Classic View. The Classic View will give allow you display the following contact list.

  • Internal

  • External

  • Groups

  • Favorites

  • Recent.

To switch between the Modern and Classic view, Click your Profile icon and than select Settings > General > Sidebar Appearance.

image-20240716-092156.png

My Profile

Quick Links

Click on your Avatar icon to:

  • Update your status.

  • Change your status message.

  • Access settings.

  • Log out of the app. 

image-20240711-122642.png

Change Avatar and Password

Click your Avatar icon and select Setting > Profile > Upload Avatar

  • upload an image.

  • Click the SUBMIT AVATAR BUTTON

You can change your Password at the bottom of the screen marked Security.

image-20240712-155925.png

Statuses

Throughout the app, your status can be seen for yourself and other users. Presence states include the following:

ICON

DESCRIPTION

image-20240716-111715.png

Do not disturb mode - Contact is in do not disturb mode. Sounds and system notifications are paused, and all calls are sent directly to voicemail.

image-20240716-105823.png

Available - Contact has been active recently on the app and is available for communications.

Status Icon - Busy 2.png

Busy - Contact is busy and not available for communications.

image-20240716-134549.png

Away Status - Contact has been away from the app and may not be available for communications. The app automatically will show Away status after 20 minutes, but you can customize this default setting.

Status Icon - In Active.PNG

Offline Status - Contact is not logged into the app and therefore Offline.

Status Icon - On a Call 2-20240716-140513.png

On a Call Status - Contact is currently On a Call. Note: Caller ID for connected caller will not be displayed.

Status Icon - Advanced Status On a Call-20240716-140954.png

Advanced Status On a Call - If permissions are enabled, when a contact is on a call you can see who the Contact is talking with.

NOTIFICATIONS

Throughout the app, there are orange notification bubbles that indicate a missed Call, Chat message or Voicemail. Within the notification bubble is a counter that indicates the number of missed notification.

the Recent Communications icon displays the total number of missed notifications.
(The Recent Communications icon is the first icon in the left side the navigation pane)

image-20240713-094707.png

In Settings, users can customize which types of notifications they want to see in the app.

image-20240301-155055.png

RECENT COMMUNICATIONS

Click the Recent Communications icon (The first icon in the left side the navigation pane) to expand the app and displays a list of recent Communications. Several one-click action buttons make it easy to interact with and respond to Recent Communications.

The communications are categorized into 5 tabs:

CALLS

View Call Activity.

  • Search for by caller name.

  • Sort by Name, Call, Type, Timestamp.

  • Filter by Call Type to easily access Incoming, Outgoing, Missed Calls, etc.

VOICEMAILS

  • Play, Delete, Download or Mark as Seen/Unseen.

  • View Transcription of Voicemail.

  • Call Voicemail with one click.

CHATS

View Chat history.

  • Search for by contact name.

  • Sort by Name, Message Received or Timestamp.

ATTACHMENTS

  • View and Download Attachments sent in your Communications Streams.

RECORDINGS: ON DEMAND & QUEUE

  • Play and Download your OnDemand Recordings.

  • Play and Download your Queue Recordings.
    (if you’re a Call Center Agent with recordings and permissions enabled)

image-20240713-095530.png

COMMUNICATIONS STREAM

The Communications Stream captures all communications that occur within the last 30 days with a Contact.

Click on a Contact to view historical communication elements, including:

  • Chats

  • Inbound, Outbound and Missed Calls

  • Voicemails

  • Attachments

  • Conferences

Available actions from top of the Communications Stream:

  • View Contact’s Status

  • Favorite or Unfavorite Contact

  • Search

  • Call Contact

  • Pop-Out Chat

  • Multi-User Chat

  • View Contact’s Profile

image-20240301-160224.png

START A CHAT

NOTE: Chat is not available for External Contacts.

To start a Chat session with an internal contact take one of the following actions:

  • Option 1:

    • Click Chat on the top left of the Main Window and search and select the contact(s).

  • Option 2:

    • Click on a Contact in the Recent, Favorites or Directory list.

    • When the contact open enter a message at the bottom of the page.

image-20240713-101346.png

image-20240717-102315.png

REACTIONS

Reply to Chats with Emoji Reactions. To use Emoji Reactions:

  • Hover over the Chat you want to react to and a short list of emojis and the More  ( ) menu will appear.

  • Choose an emoji from the short list, or click on the More  ( ) menu to pick from a full library of emojis.

Your reactions are highlighted blue, while other Contact’s reactions are highlighted grey.

image-20240302-202542.png

MENTIONS

Use Mentions while chatting with a group to call attention to certain Chats or Contacts. To use Mentions:

  • Type @ followed by one a Contact name.

  • To call attention to everyone in a group chat, type @ followed
    by group.

Your mentions are highlighted blue, while other contact’s mentions are highlighted grey.

From the Group’s Profile you can choose which notifications to receive: All Messages; Messages tagged @you or @group; or No Messages

image-20240302-202741.png

SPELL CHECK

Spell Check is enabled for all Users and provides real-time monitoring for typos. To use Spell Check, simply open a chat session with a Contact or Group.

image-20240301-173629.png

FILESHARE

Share files directly in a Chat via the attach icon within a Communications Stream. Share files directly from your computer or popular cloud apps:

  • Box

  • Dropbox

  • Google Drive

  • OneDrive & SharePoint

NOTE: If desired, Fileshare and/or Chat can be disabled for users

image-20240302-101831.png

MULTIPLE CHAT SESSIONS

To start a seperate Chat Session, Click the three-dot menu to the right of a contact and select New Window.

image-20240713-105324.png

GROUP CHAT

Start a Group Chat or add up to 10 additional users to a 1:1 chat.

  • Option :

    • Click Chat in the top left of the Main Window, then search and select multiple contacts.

  • Option :

    • Click on a contact and then click on the Multi-User Chat icon on the top right of a Comm Stream.

image-20240713-110413.png

image-20240302-203204.pngimage-20240302-203215.png

TYPING INDICATOR

Toggling the typing Indicator settings so you can see when a
contact is typing while in a chat.

  • Click on your Profile and select Setting.

  • Scroll down until you see Typing Indicator. Settings include:

    • Show others when I am typing.

    • Show me when other people are typing.

image-20240302-201446.png

MAKE A CALL

You can make a Call by taking one of the following actions:

From the Call Panel

Click on the Call button on the top of the app to open the Softphone.

image-20240715-120316.png

From the Dialer, dial or type any phone number.

From Favorites, click on any Favorite. Click on the
More  ( ) menu next to the desired contact and select Call.

From Recent, click on any Recent Contact or Phone Number.

From the Directory, select Internal, External or Group Contacts. Click on the More  ( ) menu
next to the desired contact and select Call.

From the Recent

image-20240302-102727.png
  • Hover over a contact in your Recent or Favorites lists, click the three-dot menu, and click Call.

  • Click on a contact anywhere in the app to bring up your communications stream with that contact. From the top of the window, click on the handset icon to call the contact.

Mac users can click on a telephone link in a webpage or desktop app to make a call utilizing Click-to-Dial. Windows is not supported at this time, but it will be available in the future.

image-20240713-113036.pngimage-20240713-113237.png

TRANSFER A CALL

You can transfer a call by taking one of the following actions:

From the Softphone

  • Click on Transfer and choose a transfer type:

    • Warm Transfer

    • Cold Transfer

    • VM Transfer (Transfers to Voicemail)

image-20240713-115713.png

From a Contact

  • Right click on the three-dot menu anywhere in the app and choose a transfer type:

    • Warm Transfer

    • Cold Transfer

    • VM Transfer (Transfers to Voicemail)

image-20240713-115952.png

Drag and Drop:

  • From the Dock, drag and drop the active call to any contact within the app.

image-20240713-124619.png

Note:

Drag and Drop Transfer must be configured in the Profile Settings.

image-20240302-103111.png

ACTIVE CALLS

Active Calls appear in the Dock right below the Call button.

image-20240714-102335.png

CALL CONTROL WINDOW

The Call Control Window appears once you are on an active call. Call Control options depend upon use of a softphone or hardphone.

SOFTPHONE

image-20240713-132622.png
  • Mute

  • Hold

  • Convert to Conference

  • Transfer

  • Dial Pad

  • Move Devices

  • Record

  • Volume

  • Audio Input

HARDPHONE

image-20240713-133312.png
  • Hold

  • Convert to Conference

  • Transfer

  • Move Devices

  • Record

  • Audio Input

DIRECTORY

The Directory contains Contacts and Groups with whom you communicate. There are three tabs within the directory, representing the following types of contacts:

  • Internal Contacts within your organization.

  • External Contacts outside your organization that you have manually added to the app.

  • Group Predefined Groups that have been setup by your administrator.

Within the directory, you can:

  • Add an External Contact.

  • View the Presence status of all Internal contacts.

  • Filter and search for contacts.

  • Click on a contact to open the communications stream with that contact.

  • Click on the three-dot menu to interact with that contact.

image-20240713-133709.png

CONFERENCING

The Conferencing module allows you to create, manage or join conference call.

Audio After you log into to the CommUnity app ,you’ll have your own Audio Conferencing room.

Video If your organization subscribes to Video Collaboration, you’ll have access to Video Meetings.

You can start an Audio or Video Conference with one click.

image-20240714-094117.png

Audio Conferencing icons

Audio Conference settings

Invite participants via Directory

Invite participants via email

Copy invite details

Moderator PIN

AUDIO CONFERENCING SETTINGS

image-20240717-112944.png

Moderator Settings

  • Conference Room Name

  • Moderator PIN
    (Participant PIN — Can be left blank if no PIN is required)

Participant Settings

  • Participant Can/Cannot Join Before Moderator

  • Participant Can/Cannot Stay After Moderator Leaves

Invitation Settings

  • Invites to Internal Users — Call Only, Chat Only, Call and Chat

  • Invites to External Users — Call Only

HOW TO START AN AUDIO CONFERENCE

  • Click the Conferencing icon on the left side menu.

    image-20240713-134930.png
  • Click Start Audio Conference to be connected to your room as the Moderator.

    image-20240713-134203.png
  • Click on the Conference button on call control display.

    image-20240713-135528.png
  • Select Invite.

image-20240714-103914.png
  • Choose participants to invite via the options at the bottom of the invite pop-up.

Dialer

image-20240715-120316.png

Favorites

Recent

Directory

  • Review all the participants selected by clicking on Selected Tab.

  • Click the Send Invites button.

image-20240713-141034.png
image-20240713-141123.png

MODERATING AN AUDIO CONFERENCE

Moderators have an interface to manage their Audio Conference calls. Moderators can:

  • View all Participants on Call.

  • Invite additional Participants.

  • Copy invite details to be shared via Email, Chat or another tool.

  • Mute or Unmute All Participants.

Click the three-dot menu to the right of a Participant to Mute or Remove the Participant from the Conference.

image-20240714-103914.png

TO JOIN AN AUDIO CONFERENCE

  • Enter Room Number

  • Enter the PIN (if required).

  • Click Join Audio Conference.

You will be connected to the conference as a participant.

image-20240713-141451.png

VIDEO CONFERENCING

Video Conference details are visible within the video tab of the conferencing module (if you have subscribed to Video Collaboration). Details include:

  • URL

  • Passcode (If Applicable)

  • Meeting ID

TO START A VIDEO CONFERENCE

  • Click the START MEET VIDEO CONFERENCE to start a Sangoma Meet video conference.

Reference the Sangoma Meet User Guide for instructions on using Sangoma Meet.

TO JOIN A VIDEO CONFERENCE

  • Enter the Sangoma Meet Meeting ID.

  • Click Join a Meeting to join the meeting.

  • Reference the Sangoma Meet User Guide for instructions on using Sangoma Meet.

image-20240714-091913.png

INTEGRATIONS

The Integrations Module allows you to easily navigate to third-party portals you or your organization have subscribed to, including but not limited to:

  • Paperless Fax

  • Record All

NOTE:

The app will only display licensed/subscribed portals. Clicking on the service opens a webpage browse and directs you to the corresponding portal.

image-20240307-174707.png

SEARCH CONTENT

The Search feature lets Search for Messages, Texts, Attachments and Transcripts for keywords.

To start a search:

  • Click the Magnifying Glass on the panel on the left side of the app.

  • Perform targeted searches by clicking the search icon in a communications stream

image-20240714-091913.png

WEBSITE LAUNCHER

Automatically open any website you specify within your Settings page as soon as you answer or place a Call. Or choose to open a website as soon as you hang-up a Call.

WEBSITE LAUNCHER PROFILES

Admins can setup pre-configured Website Launcher Profiles for users. To use Web Launcher Profiles:

  • Login to Admin Panel

  • Click Settings.

  • Click CommUnity Settings.

  • Click Create.

  • Select users for Website Launcher Profile.

  • Website Launcher Profile.

  • Click Save Changes.

WEBSITE LAUNCHER CONFIGURATION

  • Click on Settings > Website Launcher

  • Fill in the URL of the web page you would like to open in one of the boxes under either Inbound Calls or Outbound Calls.

  • Tick the Auto-Launch box if you want the page to open automatically for every call of the appropriate type.

  • Click the Silent box if you want the page to open in the background (typically for reporting purposes; some sites log the information in the URL string automatically).

  • Once complete, your settings will be saved automatically.

image-20240302-121007.png

VARIABLES

Sangoma also provides variables for URL strings in case a site requires elements like a Username or Password:

  • Click on Settings > Website Launcher

  • You can use any and/or all of the variables listed.

A fully configured URL string may look like this:
“http:/ /support.netfortis/support_test.cgiticket_id=%%caller_name%%&type=%%type%%”
Note: Please study construction of the URL carefully. Every variable requires an ampersand as a delimiter (un=%%username%% & pw=%%password%% for example). A web launcher with an incorrectly formatted URL will fail to do anything.

image-20240302-121325.png

WEBSITE LAUNCHER - ASSIGNING PROFILES

Choose from a list of pre-configured URLs:

  • Click on Settings > Website Launcher.

  • Click the drop-down menu next to Web Launcher Profiles.

  • Select one of the pre-configured profiles included.

  • Once you select a profile, the URL boxes automatically populate

RECENT CONTACTS

Recent Contacts displays Internal and External Contacts with whom you’ve had recent Calls or Chats. Click a Contact to open a Communications Stream and view details of recent interaction. You also can click the three-dot menu to the right of a Contact to open a list of one-click actions you can take with that Contact.

FAVORITES

The Favorites section displays Internal and External Contacts who you have marked as Favorites. Mark contacts as Favorites so that they always appear on your Contacts List. Favorites can be Internal Contacts, External Contacts or Groups.

image-20240715-101119.png

SET/CHANGE CALL DEVICE

Your Default Call Device is the device used to make outbound Calls. You can set and change your Default Call Device from the left-side navigation bar.

Devices that may appear, depending on your personal devices assignments, may include:

  • Desktop Phone — app will ring the Desktop Phone and then ring out to the number or Contact

  • Softphone — app will make a Softphone Call to the number or Contact

  • Mobile — app will ring your Mobile Phone and then ring out to the number or Contact. Users can enter their Mobile number in the Profile section of the app.

image-20240714-115522.png

QUEUE LOGIN/LOGOUT

If you are a Call Center user, you can view your Queues and Login/Logout of those Queues via the app’s Main Navigation.

NOTE: The Queue icon will not be visible if you’re not an assigned Call Center user.

image-20240714-115812.png

PROFILE & SETTINGS

Click your Avatar to navigate to your Profile & Settings. Settings are organized into 8 categories:

GENERAL

  • App Version

  • Email Product Feedback

  • Application Launch

  • Away

  • Phone Calls

  • Sidebar Appearance

  • Typing Indicator

  • Parking Lots

  • Drag and Drop Transfer

PROFILE

  • Avatar

  • My Information

  • Mobile Phone Number

  • Security (Password)

AUDIO

  • Speaker

  • Microphone

  • Ringer

CALL ROUTING

  • Forward Calls

  • Find Me/Follow Me

  • Forward to User

  • Forward to Extension

  • Forward to External Number

  • Voicemail Settings

VOICEMAIL SETTINGS

  • Voicemail Notifications

  • Voicemail Greeting Messages

ALERTS/SOUNDS

  • System Alerts

  • Sounds

  • Notification Badges

CONFERENCE—AUDIO

  • Moderator Settings

  • Participant Settings

  • Invitation Settings

WEBSITE LAUNCHER

  • General Settings

  • Profiles

  • Outbound Calls

  • Inbound Calls

  • URL Variables

image-20240302-123335.png

FORWARD CALLS

TO FORWARD CALLS TO AN EXTENSION

  • Click on your Avatar.

  • Click Settings.

  • Click Call Routing.

  • Click Forward to Extension.

  • Choose the following Settings:

    • After - How long your extension rings before Forwarding to another extension. Can be value between 0–60 seconds.

    • forward to - Enter the extension to forward the call to.

    • Return Call Back to Voicemail
      If forwarding party does not answer, you have the option to return call back to Voicemail

  • Click Apply Call Routing or Cancel.

image-20240715-102345.png

TO FORWARD CALLS TO AN EXTERNAL NUMBER

  • Click on your Avatar.

  • Click Settings.

  • Click Call Routing.

  • Click Forward to External Number Ring Time for Extension
    How long your extension rings before Forwarding to external number. Can be value between 0–60 seconds.

  • Click Apply Call Routing or Cancel.

image-20240715-104918.png

MANAGE FIND ME FOLLOW ME (FMFM)

To set up or manage your Find Me/Follow Me (FMFM) settings:

  • Clickon your Avatar.

  • Click Settings.

  • Click Call Routing.

  • Click Use Find Me Steps to configure FMFM.

  • Choose the following settings:

    • Don’t find me when I’m on a call

    • Add Steps

  • Click Apply Call Routing or Cancel.

By default, you are setup with the following FMFM steps:

  • Ring some of my devices for 20 seconds

  • Forward to my voicemail

FMFM STEPS AVAILABLE

  • Ring some of my devices

  • Call my extension

  • Call other extension

  • Call external number

  • Forward to my voicemail

  • Forward to other voicemail

  • Call multiple extensions/numbers

  • Notify caller that you’re being located

image-20240715-105833.png

CALL PARKING & PICKUP

Call Park and Pickup are actions you can perform from the CommUnity desktop app.

image-20240715-112324.png

TO PARK A CALL

  • You must be on an active Call.

  • Select Transfer from the Call control display.

  • Select a location to park the call:
    Global, Site and Dept Parking Lots will be displayed. (In the example below, a user is parking a call in the global parking lot).

  • The call can now be viewed in the parking lot based on permissions and access.

  • You are no longer on the active call.

TO PICK UP A PARKED CALL

  • You must have permissions to view Parking Lots. Click the Blue ANSWER button on the Call you wish to pick up from the Parking Lot.

  • The Parked call is now connected to user.
    Note: When a call is picked up from the a parking the caller’s phone will ring once before the call is picked up.

image-20240713-132622.png

PARKING LOTS

If Parking Lot access is enabled for your account, Parked Calls will be visible in the app’s Main Window. Parking Lot settings are located in the General category of the app, where you can turn Parking Lots on or and determine which of the following Parking Lot types (if any) you’d like to view:

  • Global

  • Sites

  • Departments

PARKING LOT DISPLAY DETAILS

  • Name of lot and # of parked calls

  • Parked caller’s ID

  • Remaining time before parked call timeout
    Highlighted in orange when timer falls below 01:00

  • Parking space number

HOVER DISPLAY DETAILS

  • Who parked the call

  • How long the call has been parked

  • Total call time of the parked call

image-20240302-130148.png

DO NOT DISTURB

Utilize DND when you don’t want to be disturbed by incoming calls and chats.

When DND is enabled:

  • Sounds and pop-up notifications are paused.

  • Notification bubbles will still appear.

  • Chats are suppressed.

  • Calls to your extension are automatically sent to voicemail.

TO ENABLE DND

  • Click on your Avatar.

  • Toggle on Do ot Disturb.

image-20240715-114203.png

SIGN OUT

To sign out of the app, click on your Avatar and then click Logout. Logging out of the app sets your status as Offline.

  • No labels