TeamHub - Business Voice: How to use the TeamHub Extension with Outlook

TeamHub - Business Voice: How to use the TeamHub Extension with Outlook

Table of Contents

Pre-requisites

  • Microsoft Outlook for Windows.

  • Sangoma Outlook Click to Call Plugin

  • TeamHub web page opened and logged in;

Using Outlook with a TeamHub Softphone

There are three basic ways to initiate a call from Microsoft Outlook using your TeamHub Softphone.

  1. Click on a phone number in an email.

  2. Call from the sender context menu in email.

  3. Call from your Outlook Contacts.

Once you click to make your call using any of these methods, The TeamHub Softphone will respond according to the settings you've applied to it.

Prerequisite: You must be logged into TeamHub.

1. Click on a phone number in an email

  • Click on a phone number in an opened email, or from the Outlook reading pane.

    How-to-use-a-TeamHub-extension-with-Outlook_1.png

2. Call from the sender profile card in email

Note: This feature requires that the email sender to be in your Contacts with a phone number.

  • Right-click on the email sender's name to open the profile card.

  • Select Call with TeamHub.

    How-to-use-a-TeamHub-extension-with-Outlook_2.png

3. Calling from Outlook Contacts

  • In Outlook select People.

  • Select Contacts in the left side panel.

  • Right-click on a contact’s name.

  • Select the Call with TeamHub option.

    How-to-use-a-TeamHub-extension-with-Outlook_3.png

Note: The phone numbers to the right of the contact list are not clickable.

 

Call from the profile card in Contacts

  • In Outlook select People.

  • Select Contacts in the left side panel.

  • Open the desired Contact.

  • Click on the Contacts Phone Number.

    How-to-use-a-TeamHub-extension-with-Outlook_4.png

 

TeamHub Actions

After initiating a call within Outlook, TeamHub will respond as follows.

  • The TeamHub Talk app will pop-up and start calling the number. For more information on using TeamHub reference the TeamHub User Guide.

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