Switchboard Quick Dial Widget User Training
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.Â
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Quick Dial Widget
You 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.Â
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Dialing
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 Voicemail
You can also quickly leave someone a voice message by clicking on their Voicemail button.Â
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TransferringÂ
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.Â
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Sending a Call to a Contact's Voicemail
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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