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Quick Dial Widget

This article is a companion document for the Switchboard Quick Dial Widget video. This widget gives you easy and immediate access to dial and transfer to your most frequently used contacts. 
 

  • Quick Dial WidgetYou can always find the actions for dial and transfer under a contact's Contact Card, but with the Quick Dial Widget, you have access to these options without going into a second menu. 

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From the Quick Dial Widget, you can quickly dial external phone numbers, Switchvox users, or other Switchvox extension types by clicking on the Dial button.

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  • Leaving a VoicemailYou can also quickly leave someone a voice message by clicking on their Voicemail button. 

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You can transfer an existing call, without placing the call on hold, by clicking the Transfer button next to the person's name you wish you transfer the caller to. 

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To send an active call directly to another contact's voicemail, click the Voicemail button next to the person's name.

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Note: If you'd like to talk to your contact before sending your call over, use the standard transfer button in the My Calls widget.

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This places the call on hold (and in transfer mode) allowing you to call your contact through your Quick Dial widget, and explain the call they're about to receive.

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When your contact is ready to receive the call, click the Transfer button in the Quick Dial Widget.

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If your contact is unavailable or unable to take the call, you can transfer the caller to their Voicemail.

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