The following instructions take Snom D735 as an example to show how to enable CSTA control function. 1. Log in to the phone web interface, go to Setup ...
Linkus Desktop Client User Guide Version: 1L.0inkus Desktop Client User Guide Date: 2025-03-26 blank Contents Linkus Desktop Client Overview........................................................................................ 1 Getting Started.................................................................................................................. 4 Log in to Linkus.....................................................................................................................4 Linkus Login Overview...................................................................................................4 Log in to Linkus with Extension Account Using Login Link........................................ 5 Log in to Linkus with Extension Account by One Click...............................................7 Log in to Linkus with Extension Account Using Manually-Entered Credentials......... 8 Log in to Linkus with Microsoft Account...................................................................11 Log in to Linkus with Active Directory Domain Account...........................................12 Reset Linkus Password...................................................................................................... 14 Change the Display Language............................................................................................17 Set Linkus Desktop Client to Run at Startup on a Computer........................................... 18 Log out of Linkus................................................................................................................ 19 Two-Factor Authentication (2FA).....................................................................................21 Two-factor Authentication (2FA) Overview........................................................................21 Configure Two-Factor Authentication Using Authenticator Application..........................22 Configure Two-Factor Authentication Using Email...........................................................24 Manage Two-Factor Authentication...................................................................................26 Extensions....................................................................................................................... 29 View Colleague Extensions................................................................................................ 29 View Registered Extensions Only.......................................................................................32 View and Manage Colleague Extension's Calls................................................................ 32 Contacts.......................................................................................................................... 35 Contacts Overview.............................................................................................................. 35 Personal Contacts............................................................................................................... 36 Add a Personal Contact.............................................................................................. 36 Manage Personal Contacts.........................................................................................41 Import and Export Personal Contacts........................................................................42 Company Contacts..............................................................................................................44 Add a Company Contact.............................................................................................44 Contents | iii Manage Company Contacts....................................................................................... 49 Mark or Remove Favorite Contacts................................................................................... 50 Chat.................................................................................................................................53 Internal Chat........................................................................................................................ 53 Linkus Desktop Client Internal Chat Overview...........................................................53 Start a Chat Session with Colleagues........................................................................54 External Chat........................................................................................................................56 Linkus Desktop Client External Chat Overview..........................................................56 Configure Chat Notifications..............................................................................................59 CTI...................................................................................................................................63 Linkus Desktop Client CTI Overview..................................................................................63 Control a Yealink IP Phone by Linkus Desktop Client...................................................... 69 Control a Fanvil IP Phone by Linkus Desktop Client........................................................ 72 Control a Snom IP Phone by Linkus Desktop Client........................................................ 74 Control an Incompatible IP phone by Linkus Desktop Client...........................................77 Control an Analog Phone by Linkus Desktop Client......................................................... 78 Control Linkus Web Client by Linkus Desktop Client........................................................79 Hotkeys........................................................................................................................... 81 Set up Hotkeys.................................................................................................................... 81 Select and Dial with Hotkey............................................................................................... 84 Calls................................................................................................................................ 87 Linkus Call Overview........................................................................................................... 87 Flip an Active Call between Devices..................................................................................88 Continue an Active Call on Linkus Desktop Client............................................................91 Transfer a call......................................................................................................................93 Merge Calls into an Audio Conference Call...................................................................... 98 Hold and Resume a Call...................................................................................................101 Record a Call..................................................................................................................... 102 Select Outbound Caller ID (DOD) to Call......................................................................... 102 Add Notes to a Call.......................................................................................................... 105 Audio Conferencing.......................................................................................................108 Audio Conferencing Overview.......................................................................................... 108 Invite Participants to an Audio Conference Call.............................................................108 Contents | iv Audio Conference Call Operations...................................................................................111 Exit or End an Audio Conference.....................................................................................115 Call Logs....................................................................................................................... 117 Check and Manage Call Logs.......................................................................................... 117 Voicemails.....................................................................................................................120 Check and Manage Voicemails....................................................................................... 120 Recordings.................................................................................................................... 122 Check and Manage Recordings....................................................................................... 122 Upgrade......................................................................................................................... 126 Upgrade Linkus Desktop Client........................................................................................126 Bug Reporting............................................................................................................... 128 Report Linkus Problems................................................................................................... 128 Extension Preferences...................................................................................................129 User.....................................................................................................................................129 Update Your Extension Profile..................................................................................129 View Outbound Caller ID........................................................................................... 129 View Emergency Outbound Caller ID....................................................................... 130 Presence............................................................................................................................ 131 Configure Presence Settings.................................................................................... 131 Manually Switch Presence Status............................................................................135 Automatically Switch Presence Status Based on Business Hours and Holi days.............................................................................................................................136 Voicemail............................................................................................................................137 Customize Your Voicemail Settings.........................................................................137 Upload or Record Voicemail Greetings....................................................................140 Manage Personal Voicemail Greetings....................................................................142 Audio and Video................................................................................................................ 143 Configure Audio and Video Devices........................................................................ 143 Integrate HID-compliant Headsets with Linkus Desktop Client............................. 145 Email Notification..............................................................................................................147 Enable Email Notifications for Missed Calls and Password Changes...................147 Call...................................................................................................................................... 148 Handle Incoming Calls Based on Caller ID..............................................................148 Contents | v Stop Rejected Calls from Ringing Other Endpoints................................................ 149 Set up Auto Answer for Non-paging/intercom Calls...............................................150 Set up Auto Answer for Paging/Intercom Calls...................................................... 151 Call Popup..........................................................................................................................152 Automatically Open Contact URL on Incoming Calls..............................................152 Automatically Launch External Applications on Incoming Calls............................154 Function Key...................................................................................................................... 155 Configure Function Keys........................................................................................... 155 Integration..................................................................................................................... 162 Microsoft Outlook Integration.......................................................................................... 162 Microsoft Outlook Integration Overview.................................................................. 162 Integrate Linkus Desktop Client with Outlook for Windows................................... 163 Use Microsoft Outlook Integration...........................................................................166 Disable Microsoft Outlook Integration.....................................................................169 TAPI Integration.................................................................................................................172 TAPI Integration Guide.............................................................................................. 172 TAPI Integration Guide (Deutsch).............................................................................179 Linkus Desktop Client Overview Running on Windows and macOS, Linkus Desktop Client provides you with access to enter prise-grade telephony features from your computer desktop. Linkus Desktop Client layout 1. Navigation bar 2. Toolbar 3. Workspace Navigation bar Navigation bar provides quick access to the following features: Feature Extensions Description · View colleague information. · Place audio or video calls to colleagues. · Leave voicemails for colleagues. Linkus Desktop Client User Guide | 1 - Linkus Desktop Client Overview | 2 Feature Contacts Video Conferencing Operator Panel Call Center Console Call Logs Voicemails Recordings Preferences Description · Add colleague extensions to Favorites list. · View, add, and manage personal contacts. · View, add, and manage company contacts. Initiate face-to-face meetings for instant communication among team members and customers. For more information, see Video Conferencing User Guide. Note: Linkus Desktop Client only provides a menu entry for the feature. When you access the feature, you will be redirected to the feature on Linkus Web Client without entering any credentials. Manage calls of members in a specific group. For more information, see Operator Panel User Guide. Note: Linkus Desktop Client only provides a menu entry for the feature. When you access the feature, you will be redirected to the feature on Linkus Web Client without entering any credentials. Handle queue calls and achieve real-time call monitoring, management, and reporting. For more information, see Call Center Console User Guide. Note: Linkus Desktop Client only provides a menu entry for the feature. When you access the feature, you will be redirected to the feature on Linkus Web Client without entering any credentials. Check and manage your call logs. Check and manage your voicemails. Check and manage your call recording files. Configure the following settings: · Extension profile · Extension presence · Voicemail · Audio and video · Function keys · Call-handling rules · Email notifications Linkus Desktop Client User Guide | 1 - Linkus Desktop Client Overview | 3 Feature · Outlook integration Description Toolbar Toolbar provides quick access to common actions: Feature Agent Status Account Description Quick access to download Linkus Mobile Client and Yeastar Linkus for Google. Use function keys to monitor status of specific objects or quickly perform specific operations via function keys. Switch between Desktop Client mode and CTI mode. Change your status in a queue. Change extension presence. Place audio calls or video calls. · Change password · Configure two-factor authentication (2FA) · Check Privacy Policy Agreement · Access Linkus Help Center · Access Support Portal · Log out of Linkus Workspace An area where you can view or manage specific features. Getting Started Log in to Linkus Linkus Login Overview Linkus allows you to log in to Desktop Client using different methods, including logging in with your extension account via a login link, one-click login from Linkus Web Client, entering login information, or directly logging in with a third-party account. Extension account login You can log in to Linkus with your extension account using login link, one-click login, or manually-entered login information. Quick login · After you receive a Linkus welcome email, you can obtain a login link from the email, via which you can quickly log in to Linkus Desktop Client. For more information, see Log in to Linkus with Extension Account Using Login Link. · You can quickly log in to your Desktop Client from Linkus Web Client by just one click. For more information, see Log in to Linkus with Extension Account by One Click. Manual login You need to contact system administrator to obtain your username and pass word, as well as the Linkus Server network information, then enter the informa tion on Linkus Desktop Client to log in. For more information, see Log in to Linkus with Extension Account Using Man ually-Entered Credentials. Linkus Desktop Client User Guide | 2 - Getting Started | 5 Third-party account login If system administrator has integrated the server with a third-party system, you can directly log in to Linkus Desktop Client with the third-party account. For more information, see the following topics: · Log in to Linkus with Microsoft Account · Log in to Linkus with Active Directory Domain Account Log in to Linkus with Extension Account Using Login Link After you receive a Linkus welcome email, you can use the login link to quickly log in to Linkus Desktop Client with your extension account. Prerequisites You have received the Linkus welcome email. Note: · If you don't receive the Linkus welcome email, contact system administrator. · The login link is valid in 24 hours and can only be used once. Procedure 1. In the Linkus welcome mail, copy the login link. 2. Open Linkus Desktop Client, and click at the top-right corner. Linkus Desktop Client User Guide | 2 - Getting Started | 6 3. Paste the link on Linkus, then click LOG IN. Linkus detects the account information and asks if you want to log in with the ac count. 4. In the pop-up window, click Confirm. Linkus Desktop Client User Guide | 2 - Getting Started | 7 Note: If it is the first time that you log in to Linkus with extension account, you will be asked to agree a privacy policy agreement and change the initial pass word. When finished, you need to log in to Linkus with the new password. Log in to Linkus with Extension Account by One Click Yeastar supports one-click login for Linkus Desktop Client, you can conveniently access your Linkus Desktop Client from Web Client with just one click. Prerequisites You have installed Linkus Desktop Client on your computer. Procedure 1. On Linkus Web Client, click on the top bar, then click . Linkus Desktop Client User Guide | 2 - Getting Started | 8 A window pops up, asking if you allow the system to open the application. 2. On the pop-up window, do as follows: a. If you want the system to open Linkus Desktop Client without asking again, se lect the checkbox. b. Click to open the Linkus Desktop Client. You are logged into Linkus Desktop Client without entering any credentials. Log in to Linkus with Extension Account Using Manually-Entered Credentials This topic describes how to log in to Linkus Desktop Client with your extension account by manually entering login information. Linkus Desktop Client User Guide | 2 - Getting Started | 9 Prerequisites Contact system administrator to obtain your username and password, as well as the net work information of the server. Note: The network information might be domain name or IP addresses and ports, de pending on the Linkus Server's network configuration. Procedure 1. On Linkus login page, enter the login information. Scenario Figure 1. Log in using domain name Instruction If you obtain a domain name, do as follows: a. In the Username field, enter your extension number or email address. b. In the Password field, enter the password associated with the user name. c. In the Domain field, enter the domain name. Linkus Desktop Client User Guide | 2 - Getting Started | 10 Scenario Figure 2. Log in using IP addresses and ports Instruction If you obtain IP addresses and ports, do as follows: a. In the Username field, enter your extension number or email address. b. In the Password field, enter the password associated with the user name. c. In the Domain field, click . d. In the pop-up Custom Settings window, select the checkbox of Enable Custom Settings, enter the IP addresses and ports, then click Confirm. Note: If you enter both local and external hostname/IPs, Linkus Desktop Client will attempt to connect to Linkus Server using the local hostname/IP. 2. Optional: Select or unselect the Auto Login option to decide whether to automati cally log in to this account next time you open Linkus Desktop Client. 3. Click LOG IN. 4. If you have set up two-factor authentication, you need to enter an authentication code. a. Enter the authentication code provided by an authenticator application or email. b. Optional: Select the checkbox of Trusted Device. Linkus Desktop Client User Guide | 2 - Getting Started | 11 Note: For the device from which you log in most frequently, you can select the option to add it as a trusted device. In this way, you don't have to re-en ter an authentication code with this device for the next 180 days. c. Click LOG IN. Note: If it is the first time that you log in to Linkus with extension account, you will be asked to agree a privacy policy agreement and change the ini tial password. When finished, you need to log in to Linkus with the new password. Log in to Linkus with Microsoft Account If system administrator integrates the server with Microsoft Entra ID (Azure Active Directo ry), you can log in to Linkus with your Microsoft account directly. Requirements · System administrator has integrated the server with Microsoft Entra ID, and enabled Single Sign-on (SSO) feature. · Your Linkus version meets the following requirement: Linkus Windows Desktop: Version 1.4.9 or later Linkus Mac Desktop: Version 1.4.9 or later Procedure 1. On Linkus login page, click Sign in with Microsoft. Linkus Desktop Client User Guide | 2 - Getting Started | 12 You are redirected to the Microsoft sign-in page. 2. Sign in to your Microsoft account. After signed-in, you are automatically logged in to Linkus Desktop Client. Log in to Linkus with Active Directory Domain Account If system administrator integrates the server with Active Directory (AD), you can log in to Linkus with your AD domain account directly. Requirements · System administrator has integrated the server with Active Directory, and enabled Single Sign-on (SSO) feature. · Your Linkus version meets the following requirement: Linkus Windows Desktop: Version 1.4.9 or later Linkus Mac Desktop: Version 1.4.9 or later Prerequisites Contact system administrator to obtain the network information of Linkus Server. Note: Linkus Desktop Client User Guide | 2 - Getting Started | 13 The network information might be a domain name, or IP addresses and ports, de pending on the Linkus Server's network configuration. Procedure 1. On Linkus login page, enter the following information. Scenario Figure 3. Log in using domain name Procedure If you obtain a domain name, do as follows: a. In the Username field, enter the user name of your AD domain account (Format: username@domainname). b. In the Password field, enter the password associated with the user name. c. In the SN/Domain field, enter the domain name. Note: If the SN/Domain field is non-editable, click and unselect Enable Custom Settings, then click Confirm. Figure 4. Log in using IP If you obtain IP addresses and ports, do as follows: a. In the Username field, enter the user name of your AD domain account (Format: username@domainname). Linkus Desktop Client User Guide | 2 - Getting Started | 14 Scenario addresses and ports 2. Click Login. Procedure b. In the Password field, enter the password associated with the user name. c. Click . d. Select the checkbox of Enable Custom Settings. e. Enter the IP addresses and ports. Note: When you use Linkus Desktop Client within company's Local Area Network (LAN), Linkus communicates through the local hostname/IP. Otherwise, Linkus communicates through the external hostname/IP. f. Click Confirm. Reset Linkus Password If you forget Linkus login password, you can reset password on Linkus Desktop Client. Restriction If you don't have an email address bound with your extension, or you forget the email ad dress, you can not reset the login password. Tip: In this case, you can contact the system administrator to help you reset your pass word. Procedure 1. On Linkus Desktop Client login page, click Forget Password?. 2. In the Forgot Password page, do as follows: a. In the Extension Number field, enter your extension number. b. In the Email Address field, enter the email address that is bound with your ex tension. c. Enter the network information of Linkus Server. Linkus Desktop Client User Guide | 2 - Getting Started | 15 Note: Contact the system administrator for the Linkus Server network infor mation. Network Information Domain name Illustration IP addresses and ports d. Click Send. A password reset email is sent to your mailbox. 3. In the password reset email, click the password reset link. Note: The link is valid for 30 minutes and can only be used once. Linkus Desktop Client User Guide | 2 - Getting Started | 16 You are redirected to a Reset Password web page. 4. On the Reset Password web page, enter your new password twice, and click Save. Linkus Desktop Client User Guide | 2 - Getting Started | 17 The login password is changed. What to do next Log in to Linkus with the new password. Change the Display Language You can change the display language of Linkus Desktop Client as needed. Procedure 1. Access the menu of Linkus Desktop Client based on your operating system. · For Windows: At the system tray, right click . · For macOS: On the App menu, click Linkus Desktop Client. 2. Select Settings from the menu. A Settings window pops up. 3. In the Language drop-down list, select the desired language. Linkus Desktop Client User Guide | 2 - Getting Started | 18 4. In the pop-up window, click Reboot Now. Set Linkus Desktop Client to Run at Startup on a Computer You can configure Linkus Desktop Client to automatically launch when your computer starts up. Procedure 1. Access the menu of Linkus Desktop Client based on your operating system. · For Windows: At the system tray, right click . · For macOS: On the App menu, click Linkus Desktop Client. 2. Select Settings from the menu. A Settings window pops up. 3. In the System section, select the checkbox of Auto Startup. Linkus Desktop Client User Guide | 2 - Getting Started | 19 Result Linkus Desktop Client will automatically launch and run when your computer boots up. Note: If you have enabled Auto Login, your account will be automatically logged in when Linkus Desktop Client is launched. Log out of Linkus This topic describes how to log out of Linkus Desktop Client. Procedure 1. At the top-right corner of Linkus Desktop Client, click your account. 2. In the drop-down list, click Log out. Linkus Desktop Client User Guide | 2 - Getting Started | 20 Two-Factor Authentication (2FA) Two-factor Authentication (2FA) Overview Linkus Desktop Client allows you to configure two-factor authentication (2FA) for your ac count. With 2FA enabled, both your account password and an additional authentication code are required for Linkus login, which adds an extra layer of security to your account. This topic provides an overview of the supported two-factor authentication methods. Requirements System administrator has upgraded the server to 37.10.0.30 or later. Two-factor authentication by authenticator application This method requires you to install an authenticator application on your mobile phone. The supported applications are listed below: · Google Authenticator · FreeOTP · Twilio Authy · Microsoft Authenticator After installing an authenticator application, you need to add your account to the applica tion, via which you can obtain authentication codes for two-factor authentication. When you log in to your account, both account password and the authentication code generated by the authenticator application are required. For more information about the configuration, see Configure Two-Factor Authentication Us ing Authenticator Application. Two-factor authentication by Email This method allows you to receive authentication codes for two-factor authentication via the email associated with your account. When you log in to your account, both account password and the authentication code sent to your email are required. For more information about the configuration, see Configure Two-Factor Authentication Us ing Email. Linkus Desktop Client User Guide | 3 - Two-Factor Authentication (2FA) | 22 Configure Two-Factor Authentication Using Authenticator Application This topic describes how to configure two-factor authentication using an authenticator ap plication on your mobile phone. Note: The configurations of two-factor authentication is applied to all your Linkus clients. Prerequisites You have installed one of the following supported authenticator applications on your mobile phone. · Google Authenticator · FreeOTP · Twilio Authy · Microsoft Authenticator Procedure 1. At the top-right corner of Linkus Desktop Client, click your account, then go to Change Password & Security > Security Settings. 2. Select the checkbox of Two-Factor Authentication. 3. In the pop-up Password window, enter your account password and click Confirm to verify your operation. 4. Select Authenticated by Authenticator. 5. Add your account to the authenticator application via either of the following methods. Method Instruction Scan QR Code to quickly add the account You can quickly add your account to the authenticator application by scanning the QR code provided by Linkus Desktop Client. a. On your mobile phone, open the authenticator application, and select to scan QR code. b. Scan the QR code shown on Linkus Desktop Client. Method Linkus Desktop Client User Guide | 3 - Two-Factor Authentication (2FA) | 23 Instruction Your account is added to the application automatically, a 6-digit authentication code is shown. Manually add the account In case you can not scan QR code, you can manually add your account and enter the secret key provided by Linkus Desktop Client. a. On Linkus Desktop Client, click Can't scan beside the QR code. A secret key is displayed under the QR code, note it down for later use. b. On your mobile phone, open the authenticator application, and select to manually add an account. c. Enter the relevant information and paste the secret key. Note: If you need to complete more configurations for the secret key, you should set SHA1 as the algorithm for TOTP protocol, and set to generate 6-digit code with an interval of 30 seconds. Your account is added to the application, a 6-digit authentication code is shown. 6. On Linkus Desktop Client, enter the 6-digit authentication code in the Authentication Code field. 7. Click Save. Linkus Desktop Client User Guide | 3 - Two-Factor Authentication (2FA) | 24 Result · The page prompts a message "Edited successfully.", which means that you have suc cessfully set up two factor authentication. · Next time you log in to Linkus UC clients (Web Client, Desktop Client, and Mobile Client) using the username and password of your extension account, you need to en ter an authentication code additionally. Troubleshooting: What if I fail to log in with two-factor authentication? If you lose access to your two-factor authentication (e.g. you lost your device or could not receive authentication code via email), contact system administrator to disable the two-factor authentication for your account, so that you can directly log in with your username and password. Related information Manage Two-Factor Authentication Configure Two-Factor Authentication Using Email This topic describes how to configure two-factor authentication using email. Note: The configurations of two-factor authentication is applied to all your Linkus clients. Prerequisites Your account is associated with an email address (Path: Preferences > User > Email Address). Procedure 1. At the top-right corner of Linkus Desktop Client, click your account, then go to Change Password & Security > Security Settings. 2. Select the checkbox of Two-Factor Authentication. Linkus Desktop Client User Guide | 3 - Two-Factor Authentication (2FA) | 25 3. In the pop-up Password window, enter your account password and click Confirm to verify your operation. 4. Select Authenticated by Email, and complete the following settings: a. Click Send. An email containing a 6-digit authentication code is sent to the email address that is associated with your account. Note: The code expires 5 minutes after the email is sent. b. In the Authentication Code field, enter the authentication code. c. Click Save. Result · The webpage prompts a message "Edited successfully.", which means that you have successfully set up two-factor authentication. · Next time you log in to Linkus UC clients (Web Client, Desktop Client, and Mobile Client) using the usernameand password of your extension account, you need to enter an authentication code additionally. Note: In later use, if the email address associated with your extension is changed, the two-factor authentication will be disabled automatically. Linkus Desktop Client User Guide | 3 - Two-Factor Authentication (2FA) | 26 Troubleshooting: What if I fail to log in with two-factor authentication? If you lose access to your two-factor authentication (e.g. you lost your device or could not receive authentication code via email), contact system administrator to disable the two-factor authentication for your account, so that you can directly log in with your username and password. Related information Manage Two-Factor Authentication Manage Two-Factor Authentication This topic describes how to manage the two-factor authentication feature, including remov ing trusted devices, changing authentication method, and disabling the two-factor authenti cation feature. Remove a trusted device In case you lost access to a trusted device, you can remove it from the list if necessary. 1. At the top-right corner of Linkus Desktop Client, click your account, then go to Change Password & Security > Security Settings. The trusted devices are displayed in the Trusted Device List section. Linkus Desktop Client User Guide | 3 - Two-Factor Authentication (2FA) | 27 2. Click beside the device that you want to remove. 3. In the pop-up window, click OK. Change two-factor authentication method 1. At the top-right corner of Linkus Desktop Client, click your account, then go to Change Password & Security > Security Settings. 2. Click beside the current authentication method. 3. Select the desired method, then complete the follow-up settings accordingly. Disable two-factor authentication 1. At the top-right corner of Linkus Desktop Client, click your account, then go to Change Password & Security > Security Settings. 2. Unselect the checkbox of Two-Factor Authentication. 3. In the pop-up Password window, enter your account password and click Confirm to verify your operation. 4. In the Security Settings tab, click Save. Linkus Desktop Client User Guide | 3 - Two-Factor Authentication (2FA) | 28 The page prompts a message "Edited successfully.", which means that you have suc cessfully disabled two-factor authentication. Related information Configure Two-Factor Authentication Using Authenticator Application Configure Two-Factor Authentication Using Email Extensions View Colleague Extensions This topic describes how to view colleague extensions and quickly reach colleagues. Procedure 1. Log in to Linkus Desktop Client, go to Extensions. 2. Optional: Select the group or department to which the desired extension belongs. Note: By default, all the extensions within the selected group or department are dis played, whether the extensions are registered or not. You can choose to dis play only the registered extensions. For more information, see View Regis tered Extensions Only. · To select a group, click at the top-left corner, then select one from the dropdown list. Extensions within the group are displayed. Linkus Desktop Client User Guide | 4 - Extensions | 30 · To select a department, click the desired department from the organizational tree. Extensions within the department are displayed. 3. To view details about a specific colleague, click the contact card. Linkus Desktop Client User Guide | 4 - Extensions | 31 4. Optional: Click specific icons to manage or reach colleagues. Icon Add to the Favorites list. Description Note: · The Favorites list is displayed only when you add extensions to favorites. You can see the list by clicking at the top-left corner. · For the colleagues whom you communicate with most often, you can add their extensions to the favorite list, so that you can quickly contact them. Place an audio call to the extension. Place a video call to the extension. Call mobile number. Leave a voicemail to the extension. Linkus Desktop Client User Guide | 4 - Extensions | 32 View Registered Extensions Only By default, all the extensions within the selected group or department are displayed on Linkus Desktop Client, whether the extensions are registered or not. You can configure to show only the registered extensions. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > User > Status View. 2. Unselect the checkbox of Show Unregistered Extensions. 3. Click Save. View and Manage Colleague Extension's Calls An authorized user can instantly see which colleague extension's ringing or on a call, view names and IDs of the other party, and manage calls with just a few clicks from Extensions panel. This topic describes how to view and manage colleague extension's calls. Requirements · PBX Server: 37.16.0.25 or later · Linkus Desktop Client: 1.6.0 or later · Extension: Your extension has been assigned the Allow Call Operations in the Ex- tension Page permission. Procedure 1. Log in to Linkus Desktop Client. 2. On the left navigation bar, click Extensions. The colleague extension that initiates a call or is on a call is marked with , and the colleague extension that receives an incoming call is marked with . Linkus Desktop Client User Guide | 4 - Extensions | 33 3. Manage colleague extension's call as needed. · For colleague extension that initiates a call, you can click the call status label, then choose to hang up the call. Linkus Desktop Client User Guide | 4 - Extensions | 34 · For colleague extension that is on a call, you can click the call status label, then choose to transfer, park, monitor, or hang up the call. · For colleague extension that receives a call, you can click the call status label, then choose to redirect, pick up, or hang up the call. Contacts Contacts Overview Linkus Contacts provides an overview of your external contacts that are stored on the serv er. The Linkus Contacts is subdivided into two types, namely personally managed contacts (stored in Personal Contacts) and shared contacts (stored in Company Contacts or phone book). Personal Contacts The Personal Contacts is only visible to yourself. You can store your own external contacts (such as direct customers) in it. For more information, see the following topics: · Add a Personal Contact · Manage Personal Contacts · Import and Export Personal Contacts Company Contacts The Company Contacts or phonebook is shared among authorized colleagues. You can store external contacts (such as company's customers, resellers, and partners) in it, so as to share contact information with your team members and thus enhancing team collaboration. Note: If you fail to see Company Contacts or specific phonebooks, it indicates that you don't have the viewing permission. Contact system administrator to grant you the permission if necessary. For more information, see the following topics: · Add a Company Contact · Manage Company Contacts Linkus Desktop Client User Guide | 5 - Contacts | 36 Favorite Contacts For contacts (both Personal Contacts and Company Contacts) that you are frequently or commonly communicated with, you can mark them as favorites. The marked contacts will be displayed in the Favorite Contacts list for quick location and retrieval. For more information, see Mark or Remove Favorite Contacts. Personal Contacts Add a Personal Contact This topic describes how to add a personal contact. The personal contacts you add will be synchronized across your Linkus UC Clients and are only visible to yourself, other col leagues can not see your personal contacts. Supported methods Linkus Desktop Client supports to add a personal contact via any of the following methods: · Manually add a personal contact · Add a personal contact from call logs · Add a personal contact from Voicemails list · Add a personal contact from Recordings list · Add a personal contact from company contacts Manually add a personal contact 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Personal Contacts from the drop-down list. Linkus Desktop Client User Guide | 5 - Contacts | 37 3. Click Add. 4. On the contact details page, enter the information of the contact. 5. Click Save. Add a personal contact from call logs You can directly add an unknown number from call log to your Personal Contacts. 1. On Linkus Desktop Client, go to Call Logs. 2. Right click the desired record. 3. To add the contact as a new contact, do as follows: a. Click Add New Contact. You are redirected to a contact details page, and the number is automatically added to the number list. b. In the Add to drop-down list, select Personal Contacts. c. Edit the type of the number, and enter the information of the contact as needed. d. Click Save. 4. To add the contact to an existing contact, do as follows: a. Click Add to Existing Contact. b. In the pop-up window, click tacts. at the top-left corner, then select Personal Con- Linkus Desktop Client User Guide | 5 - Contacts | 38 c. Search and select an existing contact, then click Confirm. You are redirected to the contact details page, and the number is automatically added to the number list. d. Edit the type of the new number, and edit the information of the contact as needed. e. Click Save. Add a personal contact from Voicemails list You can directly add an unknown number from Voicemails list to your Personal Contacts. 1. On Linkus Desktop Client, go to Voicemails. 2. Right click the desired record. 3. To add the contact as a new contact, do as follows: a. Click Add New Contact. You are redirected to a contact details page, and the number is automatically added to the number list. b. In the Add to drop-down list, select Personal Contacts. c. Edit the type of the number, and enter the information of the contact as needed. d. Click Save. 4. To add the contact to an existing contact, do as follows: a. Click Add to Existing Contact. Linkus Desktop Client User Guide | 5 - Contacts | 39 b. In the pop-up window, click tacts. at the top-left corner, then select Personal Con- c. Search and select an existing contact, then click Confirm. You are redirected to the contact details page, and the number is automatically added to the number list. d. Edit the type of the new number, and edit the information of the contact as needed. e. Click Save. Add a personal contact from Recordings list You can directly add an unknown number from Recordings list to your Personal Contacts. 1. On Linkus Desktop Client, go to Recordings. 2. Right click the desired record. 3. To add the contact as a new contact, do as follows: a. Click Add New Contact. You are redirected to a contact details page, and the number is automatically added to the number list. b. In the Add to drop-down list, select Personal Contacts. c. Edit the type of the number, and enter the information of the contact as needed. d. Click Save. 4. To add the contact to an existing contact, do as follows: Linkus Desktop Client User Guide | 5 - Contacts | 40 a. Click Add to Existing Contact. b. In the pop-up window, click tacts. at the top-left corner, then select Personal Con- c. Search and select an existing contact, then click Confirm. You are redirected to the contact details page, and the number is automatically added to the number list. d. Edit the type of the new number, and edit the information of the contact as needed. e. Click Save. Add a personal contact from company contacts If system administrator has granted you the permission to manage company contacts, you can directly add a company contact to your Personal Contacts. 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Company Contacts or the phonebook where the company contact is stored. 3. On the contact card, click , then click Add to Personal Contacts. Linkus Desktop Client User Guide | 5 - Contacts | 41 The page prompts "Added successfully", which indicates that the company contact is added to your Personal Contacts. Related information Manage Personal Contacts Import and Export Personal Contacts Manage Personal Contacts This topic describes how to edit and delete your personal contacts on Linkus Desktop Client. The changes will be synchronized across your Linkus UC Clients. Edit a personal contact 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Personal Contacts from the drop-down list. 3. On the desired contact card, click . 4. Edit the contact's information as needed, then click Save. Delete a personal contact 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Personal Contacts from the drop-down list. Linkus Desktop Client User Guide | 5 - Contacts | 42 3. On the desired contact card, click , then click Delete. 4. In the pop-up window, click OK. Import and Export Personal Contacts This topic describes how to import and export personal contacts on Linkus Desktop Client. Export personal contacts You can export all personal contacts to a CSV file, and then make additions, removals, and changes to the file. 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Personal Contacts from the drop-down list. 3. On the top of the page, click Export. 4. In the pop-up window, save the downloaded file to a desired location. Linkus Desktop Client User Guide | 5 - Contacts | 43 Import personal contacts We recommend that you export personal contacts data to a CSV file first, and use the file as a template to start with. In this way, you can save time and effort. Prerequisites Requirements of an imported file: · Format: UTF-8 .CSV · Size: Less than 300 MB · File name: Less than 127 characters · Import parameters: Ensure that the import parameters meet require ments. For more information, see Contacts Parameters. Procedure 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Personal Contacts from the drop-down list. 3. On the top of the page, click Import. 4. In the pop-up window, click Browse, and select your CSV file. 5. Click Import. The contacts in the CSV file will be displayed in Personal Contacts. Related information Import and Export FAQ Linkus Desktop Client User Guide | 5 - Contacts | 44 Company Contacts Add a Company Contact This topic describes how to add a company contact. The company contacts you add will be synchronized across your Linkus UC Clients and the server, and be shared with other autho rized colleagues. Requirements System administrator has granted you the permission to manage company contacts or spe cific phonebooks. Supported methods Linkus supports to add a company contact via any of the following methods: · Manually add a company contact · Add a company contact from call logs · Add a company contact from Voicemails list · Add a company contact from Recordings list · Add a company contact from personal contacts Manually add a company contact 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Company Contacts or the phonebook where you want to add a company contact. 3. Click Add. Linkus Desktop Client User Guide | 5 - Contacts | 45 4. On the contact details page, enter the information of the contact. 5. Click Save. Add a company contact from call logs You can directly add an unknown number from call logs to Company Contacts. 1. On Linkus Desktop Client, go to Call Logs. 2. Right click the desired record. 3. To add the contact as a new contact, do as follows: a. Click Add New Contact. You are redirected to a contact details page, and the number is automatically added to the number list. b. In the Add to drop-down list, select Company Contacts, then select the specif ic phonebook(s) where you want to store the contact from the Phonebook List. c. Edit the type of the number, and enter the information of the contact as needed. d. Click Save. 4. To add the contact to an existing contact, do as follows: a. Click Add to Existing Contact. b. In the pop-up window, click at the top-left corner, then select Company Contacts or the phonebook where the existing contact is stored. c. Search and select an existing contact, then click Confirm. Linkus Desktop Client User Guide | 5 - Contacts | 46 You are redirected to the contact details page, and the number is automatically added to the number list. d. Edit the type of the number, and enter the information of the contact as needed. e. Click Save. Add a company contact from Voicemails list You can directly add an unknown number from Voicemails list to your Company Contacts. 1. On Linkus Desktop Client, go to Voicemails. 2. Right click the desired record. 3. To add the contact as a new contact, do as follows: a. Click Add New Contact. You are redirected to a contact details page, and the number is automatically added to the number list. b. In the Add to drop-down list, select Company Contacts, then select the specif ic phonebook(s) where you want to store the contact from the Phonebook List. c. Edit the type of the number, and enter the information of the contact as needed. d. Click Save. 4. To add the contact to an existing contact, do as follows: a. Click Add to Existing Contact. b. In the pop-up window, click at the top-left corner, then select Company Contacts or the phonebook where the existing contact is stored. Linkus Desktop Client User Guide | 5 - Contacts | 47 c. Search and select an existing contact, then click Confirm. You are redirected to the contact details page, and the number is automatically added to the number list. d. Edit the type of the number, and enter the information of the contact as needed. e. Click Save. Add a company contact from Recordings list You can directly add an unknown number from Recordings list to Company Contacts. 1. On Linkus Desktop Client, go to Recordings. 2. Right click the desired record. 3. To add the contact as a new contact, do as follows: a. Click Add New Contact. You are redirected to a contact details page, and the number is automatically added to the number list. b. In the Add to drop-down list, select Company Contacts, then select the specif ic phonebook(s) where you want to store the contact from the Phonebook List. c. Edit the type of the number, and enter the information of the contact as needed. d. Click Save. 4. To add the contact to an existing contact, do as follows: a. Click Add to Existing Contact. b. In the pop-up window, click at the top-left corner, then select Company Contacts or the phonebook where the existing contact is stored. Linkus Desktop Client User Guide | 5 - Contacts | 48 c. Search and select an existing contact, then click Confirm. You are redirected to the contact details page, and the number is automatically added to the number list. d. Edit the type of the number, and enter the information of the contact as needed. e. Click Save. Add a company contact from personal contacts You can directly add a personal contact to Company Contacts for contact-sharing with your team members. 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Personal Contacts from the drop-down list. 3. On the desired contact card, click , then click Add to Company Contacts or Add to Phonebooks. Linkus Desktop Client User Guide | 5 - Contacts | 49 Note: The option varies depending on the server's subscription. 4. If you select Add to Phonebooks, you need to select the specific phonebook where you want to store the contact in the pop-up window, then click Confirm. The page prompts "Added successfully", which indicates that the personal contact is added as a company contact. Related information Manage Company Contacts Manage Company Contacts This topic describes how to edit and delete company contacts on Linkus Desktop Client. The changes will be synchronized across your Linkus UC Clients and the server. Requirements System administrator has granted you the permission to manage company contacts or spe cific phonebooks. Edit a company contact 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Company Contacts or the phonebook where the company contact is stored. 3. On the desired contact card, click . Linkus Desktop Client User Guide | 5 - Contacts | 50 4. Edit the contact's information as needed, then click Save. Delete a company contact Important: Think twice before you delete a company contact, because when you delete a com pany contact on Linkus, the contact information will also be deleted on the server. 1. On Linkus Desktop Client, go to Contacts. 2. At the top-left corner, click , then select Company Contacts or the phonebook where the company contact is stored. 3. On the desired contact card, click , then click Delete. 4. In the pop-up window, click OK. Mark or Remove Favorite Contacts This topic describes how to mark or remove favorite contacts on Linkus Desktop Client. Requirements Your Linkus version meets the following requirement: · Linkus Windows Desktop: Version 1.4.9 or later · Linkus Mac Desktop: Version 1.4.9 or later Mark a favorite contact You can mark the desired contacts as favorites for quick location and retrieval. Linkus Desktop Client User Guide | 5 - Contacts | 51 1. On Linkus Desktop Client, click Contacts. 2. Find the desired contact, click and select Add to Favorite Contacts. This contact is marked as favorites, which can be found in the Favorite Contacts list. Remove a favorite contact 1. On Linkus Desktop Client, click Contacts. 2. At the top-left corner of workspace, select Favorite Contacts from the drop-down list of . 3. Find the desired contact, click and select Remove from Favorite Contacts. Linkus Desktop Client User Guide | 5 - Contacts | 52 This contact is removed from your Favorite Contacts list. Chat Internal Chat Linkus Desktop Client Internal Chat Overview Linkus Internal Chat (Instant Messaging, IM) feature allows you to start a conversation (ei ther 1:1 or group chat) with colleague, and liven up the conversation with emoji, pictures, and file sharing. Preview of Linkus Desktop Client internal chat Requirements PBX Server · Version: 37.12.0.23 or later Linkus Desktop Client User Guide | 6 - Chat | 54 · Plan: Enterprise Plan or Ultimate Plan Linkus Desktop Client · Version: Widows Desktop: 1.2.14 or later macOS Desktop: 1.2.10 or later Restrictions · Members per group chat: Max. 200 people · Group chat created (per user): Max. 100 group chats · File Sharing: Max. 100 MB · Chat history: Max. 1 year Highlights · Private 1:1 or Group Chat: Collaborate with your colleagues efficiently through a per sonal chat or a group chat. · Customizable Notification Settings: Enable or disable notifications (pop-up and sound) for new messages. · Chat History: Chat histories are auto-synced across Linkus UC Clients, which means that you can access the same messages and files from Linkus Web Client and Linkus Mobile Client. · Flexible Message Type: Send text messages and emojis; Share files and pictures; Make an audio or video call within a click. Start a Chat Session with Colleagues For cases that do not require immediate attention, you can send instant messages right from Linkus Desktop Client to your colleagues without disturbing their work. This topic de scribes how to start a one-on-one chat and a group chat. Prerequisites · Contact system administrator to check if PBX server meets the following require ments: Version: 37.12.0.23 or later Plan: Enterprise Plan or Ultimate Plan Linkus Desktop Client User Guide | 6 - Chat | 55 · Make sure that the version of your Linkus Desktop Client meets with the following ver sion requirements: Widows Desktop: 1.2.14 or later macOS Desktop: 1.2.10 or later Procedure 1. Log in to Linkus Desktop Client. 2. On the left navigation bar, click Chat, then click the Internal Chat tab. 3. To start a chat with a colleague, do as follows: a. At the left panel, enter a value (name, number, email address or a chat history) in the search bar to find the desired colleague. b. Click the matched colleague. 4. To start a group chat with multiple colleagues, do as follows: a. Click right beside the search bar. Linkus Desktop Client User Guide | 6 - Chat | 56 b. In the pop-up window, select desired colleagues, then click Create. Note: Up to 200 members can be in a group chat. External Chat Linkus Desktop Client External Chat Overview Linkus External Chat feature allows you to centrally deal with customer queries (from differ ent messaging channels, such as SMS or social media) on Linkus Desktop Client. Linkus Desktop Client User Guide | 6 - Chat | 57 Preview of Linkus Desktop Client external chat Requirements PBX Server · Version: 37.12.0.23 or later. · Plan: Enterprise Plan or Ultimate Plan · Messaging: At least one messaging channel is set up on PBX. Linkus Desktop Client · Version: Widows Desktop: 1.2.14 or later macOS Desktop: 1.2.10 or later Channel types The external chats are marked with specific icons to indicate the type of the source channel, as listed below: Linkus Desktop Client User Guide | 6 - Chat | 58 · : The message is sent from SMS channel. · : The message is sent from WhatsApp channel. Restrictions Learn about the restrictions of different messaging channels. Chat type Session auto closure Messaging mechanism File sharing File retention period SMS channel WhatsApp channel Only support 1:1 conversation Depends on system administrator's Automatically close a messaging session configurations. that has been inactive for 24 hours. You can receive and reply to customers' inbound messages, and can initiate a messaging session. You can receive and reply to customers' inbound messages, but can NOT initiate a messaging session. Max. 100 MB 72 hours Highlights · All-in-one message inbox: Receive and manage all customers' queries across multi ple messaging channels centrally in one place. · Customer contact using business number: Contact customers using a business phone number, while keeping your personal number private. · Seamless collaboration across colleagues: Transfer a messaging session to another colleague, the colleague can review the whole chat history and take over the messag ing session without hassle. · Flexible session management: Supports management operations including elevat ing a messaging session to a call, archiving or unarchiving messaging sessions, and more. · Customizable Notification Settings: Enable or disable notifications (pop-up and sound) for new messages. Instructions For more information about how to use the external chat, see Manage Customer Queries from External Messaging Channels. Linkus Desktop Client User Guide | 6 - Chat | 59 Related information Configure Chat Notifications Configure Chat Notifications This topic describes how to mute or unmute notifications for a specific chat, and how to configure new message notifications (pop-up and sound) for all Linkus chats. Mute or unmute notifications for a chat (specific setting) 1. On Linkus Desktop Client, click Chat, then click the Internal Chat or External Chat tab. 2. Mute or unmute notifications for the desired chat as needed. Operation Figure 5. Mute notifications for a chat Instruction a. Right click on the chat. b. Click Mute notifications. The chat is muted and marked with ; You can still receive messages in the muted chat, but will NOT be notified upon receiving new messages. If there are new messages, the chat will be marked with a red dot instead of the number of unread messages. Linkus Desktop Client User Guide | 6 - Chat | 60 Operation Figure 6. Unmute notifications for a chat Instruction a. Right click on the chat. b. Click New message notifications. When there are new messages, you will receive new message notifications. Configure new message notifications (pop-up and sound) for all chats (global settings) By default, Linkus Desktop Client plays a sound and displays a pop-up when a new message arrives. You can decide whether to enable the notification or not, and the settings will be ap plied to both Linkus internal chats and external chats. 1. Access the Settings menu of Linkus Desktop Client based on your operating system. Linkus Desktop Client User Guide | 6 - Chat | 61 Operating System Windows Instruction On the system tray, right click > Settings macOS . On the App menu, click Linkus Desktop Client > Settings. 2. In the Notifications section, change the chat notification settings as needed. · New message notifications: If enabled, upon receiving a new message, you will see a pop-up notification displayed at the bottom-right corner of your desk top. Linkus Desktop Client User Guide | 6 - Chat | 62 · Play sound for new messages: If enabled, upon receiving a new message, Linkus Desktop Client will play a sound to notify you. CTI Linkus Desktop Client CTI Overview Linkus Desktop Client can be used in softphone mode or CTI mode. This topic describes what is softphone mode and CTI mode and what call operations you can perform in each mode. Softphone mode A softphone is a software-based phone that is equivalent to a traditional deskphone, which allows you to make and receive calls over the Internet via a computer. A softphone not only has all the features of a deskphone, but also has additional features typical for online mes saging, such as chat, video call, extension presence, etc. If you don't have a deskphone in the office, you can set Linkus Desktop Client to softphone mode. In this way, you can perform the following operations to manage phone calls on your computer: · Make/End a call · Make a second call · Answer/Reject a call · Mute/Unmute a call · Transfer a call (attended transfer and blind transfer) · Record a call · Hold/Resume a call · Swap hold · Add participant · Merge calls · Call flip · And more CTI mode Computer Telephony Integration (CTI) connects a computer with a telephone system, which allows you to manage phone calls right on a computer. If you prefer deskphone or Linkus Web Client for communication, you can set Linkus Desk top Client to CTI mode. In this way, Linkus Desktop Client acts as a visual control panel Linkus Desktop Client User Guide | 7 - CTI | 64 where you can perform the supported call operations, whereas calls are made and received from the connected deskphone / Linkus Web Client. You can control IP phones , analog phones, and Linkus Web Client via Linkus Desktop Client CTI. Supported operations to manage calls via CTI vary from the connected endpoint. Refer to the following table for details. Note: · For CTI-compatible phones, see Compatible Yealink IP phones, Compatible Fanvil IP phones, Compatible Snom IP phones, and Compatible Grandstream IP phones. · Video call and function key are not supported under CTI mode. Table 1. Supported call operations Operations Compatible Yealink / Fanvil / Snom / Grandstream IP phones Make/End a call Make a second call Answer a call Reject a call Mute/Unmute a call × Blind transfer a call Attended transfer a call Record a call Hold/Resume a call Swap hold Add participant × Merge calls × Flip a call Other IP phones/Analog phones × × × × × × × × Linkus Web Client × Linkus Desktop Client User Guide | 7 - CTI | 65 Table 2. Compatible Yealink IP phones Phone Model SIP-T21P_E2 SIP-T21_E2 SIP-T23P SIP-T23G SIP-T27G SIP-T29G SIP-T30P SIP-T31 SIP-T31P SIP-T31G SIP-T33P SIP-T33G SIP-T31W SIP-T34W SIP-T40P SIP-T40G SIP-T41P SIP-T42G SIP-T46G SIP-T48G SIP-T41S SIP-T42S SIP-T46S SIP-T48S SIP-T41U SIP-T42U SIP-T43U SIP-T46U SIP-T48U SIP-T44U Firmware Version 52.84.0.125 or later 52.84.0.125 or later 44.84.0.125 or later 44.84.0.125 or later 69.85.0.5 or later 46.83.0.120 or later 124.85.0.15 or later 124.85.0.15 or later 124.85.0.15 or later 124.85.0.15 or later 124.85.0.15 or later 124.85.0.15 or later 124.86.0.75 or later 124.86.0.75 or later 54.84.0.125 or later 76.84.0.125 or later 36.83.0.120 or later 29.83.0.120 or later 28.83.0.120 or later 35.83.0.120 or later 66.85.0.5 or later 66.85.0.5 or later 66.85.0.5 or later 66.85.0.5 or later 108.85.0.39 or later 108.85.0.39 or later 108.85.0.39 or later 108.85.0.39 or later 108.85.0.39 or later 108.86.0.90 or later Linkus Desktop Client User Guide | 7 - CTI | 66 Table 2. Compatible Yealink IP phones (continued) Phone Model Firmware Version SIP-T44W 108.86.0.90 or later SIP-T52S 70.84.0.70 or later SIP-T54S 70.84.0.70 or later SIP-T53 96.85.0.5 or later SIP-T53W 96.85.0.5 or later SIP-T54W 96.85.0.5 or later SIP-T57W 96.85.0.5 or later T64LTE 132.86.0.25 or later T67LTE 132.86.0.35 or later SIP-T56A 58.83.0.15 or later SIP-T58 58.85.0.5 or later SIP-T58W 150.86.0.5 or later VP59 91.85.0.5 or later AX83H 180.86.0.5 or later AX86R 180.86.0.5 or later Table 3. Compatible Fanvil IP phones Phone Model X1S/X1SP X1SG X3SG X3U X2/X2P X2C/X2CP X3S/X3SP/X3G X4/X4G X4U X4U-V2 X5U X5U-V2 Firmware Version 2.2.12 or later 2.2.12 or later 2.2.12 or later 2.2.12 or later 2.14.0.7386 or later 2.14.0.7386 or later 2.14.0.7386 or later 2.14.0.7386 or later 2.2.11 or later 2.12.1 or later 2.2.11 or later 2.12.1 or later Linkus Desktop Client User Guide | 7 - CTI | 67 Table 3. Compatible Fanvil IP phones (continued) Phone Model Firmware Version X5S 2.2.1 or later X6 2.2.1 or later X6U 2.2.11 or later X6U-V2 2.12.1 or later X7 2.2.11 or later X7C 2.2.11 or later X7A 2.2.0.229 or later i56A 2.8.13 or later A32 2.6.0.408 or later A32i 2.6.0.408 or later A320 2.6.0.1402 or later A320i 2.6.0.1402 or later X210 2.2.11 or later X210i 2.2.11 or later X7-V2 2.12.1.3 or later X7C-V2 2.12.1.3 or later X210-V2 2.12.1.3 or later X210i-V2 2.12.1.3 or later V65 2.12.2.4 or later X3S/X3SP Lite 2.4.5 or later X3S/X3SP Pro 2.4.5 or later X3SW 2.4.5 or later X3SG Lite 2.4.5 or later X3SG Pro 2.4.5 or later X3U Pro 2.4.5 or later V62 2.4.10 or later V63 2.12.16.19 or later V64 2.4.10 or later V67 2.6.0 or later X301 2.12.2 or later Linkus Desktop Client User Guide | 7 - CTI | 68 Table 3. Compatible Fanvil IP phones (continued) Phone Model Firmware Version X301G 2.12.2 or later X301W 2.12.2 or later X303 2.12.2 or later X303G 2.12.2 or later X303W 2.12.2 or later X305 2.12.1.6 or later X303-2 WIRE 1.0.3 or later W610W 2.12.0 or later W611W 2.12.4.8 or later V61G 2.12.18.8 or later V61W 2.12.18.8 or later V62G 2.12.18.8 or later V62W 2.12.18.8 or later V66 Pro 2.12.18.4 or later V66 2.12.18.4 or later V62 Pro 2.12.18.2 or later W710D 1.16.2 or later A308i 2.6.10.1177 or later H603W 2.14.0.11 or later V50P 2.12.20.4 or later V60P 2.12.20.3 or later V60W 2.12.20.3 or later Table 4. Compatible Snom IP phones Phone Model D120 D140 D150 D315 D335 Firmware Version 10.1.54.13 or later 10.1.148.1 or later 10.1.148.1 or later 10.1.73.16 or later 10.1.73.16 or later Linkus Desktop Client User Guide | 7 - CTI | 69 Table 4. Compatible Snom IP phones (continued) Phone Model Firmware Version D385 10.1.73.16 or later D713 10.1.73.16 or later D717 10.1.73.16 or later D735 10.1.73.16 or later D785 10.1.73.16 or later D812 10.1.184.14 or later D815 10.1.184.14 or later D862 10.1.137.15 or later D865 10.1.137.15 or later SP800 10.1.169.15 or later Table 5. Compatible Grandstream IP phones Phone Model Firmware Version GHP610W 1.0.1.71 or later GHP611W 1.0.1.71 or later GHP620W 1.0.1.71 or later GHP621W 1.0.1.71 or later GHP630W 1.0.1.71 or later GHP631W 1.0.1.71 or later WP825 1.0.11.67 or later Control a Yealink IP Phone by Linkus Desktop Client By enabling CTI mode on Linkus Desktop Client, a Yealink IP phone with your extension reg istered can be connected to your Linkus Desktop Client. In this way, Linkus Desktop Client acts as a visual control panel where you can manage phone calls, while calls are made and received using the Yealink IP phone. Applications This topic is applied to the Yealink IP phones that are compatible with Linkus Desktop Client CTI. Linkus Desktop Client User Guide | 7 - CTI | 70 Tip: For incompatible IP phones, refer to Control an Incompatible IP phone by Linkus Desktop Client for instructions on phone control. Requirements PBX server The uaCSTA feature is enabled (Path: PBX Settings > SIP Settings > Advanced > Other Options > Enable uaCSTA Connection). IP phone The extension registered on the IP phone is the same as that of Linkus Desk top Client. Note: Register only one account on the IP phone, or CTI feature may not work. Step 1. Set the IP phone to be controllable Note: If system administrator has assigned your extension to the IP phone via Auto Provi sioning, your IP phone is ready for being controlled. In this case, you can directly en able CTI mode on Linkus Desktop Client. If system administrator has registered your extension to the IP phone manually, you need to set the IP phone to be controllable as follows. The following instructions take Yealink T56A as an example to show how to enable the CS TA control function. 1. Log in to the phone web interface. 2. Go to Features > Remote Control. 3. On the Remote Control page, turn on the option CSTA Control. Linkus Desktop Client User Guide | 7 - CTI | 71 4. Click Confirm. 5. In the pop-up dialog box, click OK to reboot the phone. Step 2. Enable CTI mode on Linkus Desktop Client Change Linkus Desktop Client to CTI mode, so that you can use Linkus Desktop Client to manage phone calls on your IP phone. 1. Log in to Linkus Desktop Client. 2. At the top-right corner, click , then select the connected Yealink IP phone from the drop-down list. Result You can do the following operations on the connected Yealink IP phone from Linkus Desk top Client: · Make/End a call Linkus Desktop Client User Guide | 7 - CTI | 72 · Make a second call · Answer/Reject a call · Record a call · Transfer a call (attended transfer and blind transfer) · Hold/Resume a call · Swap hold · Flip a call Control a Fanvil IP Phone by Linkus Desktop Client By enabling CTI mode on Linkus Desktop Client, a Fanvil IP phone with your extension reg istered can be connected to your Linkus Desktop Client. In this way, Linkus Desktop Client acts as a visual control panel where you can manage phone calls, while calls are made and received using the Fanvil IP phone. Applications This topic is applied to the Fanvil IP phones that are compatible with Linkus Desktop Client CTI. Tip: For incompatible IP phones, refer to Control an Incompatible IP phone by Linkus Desktop Client for instructions on phone control. Requirements PBX server The uaCSTA feature is enabled (Path: PBX Settings > SIP Settings > Advanced > Other Options > Enable uaCSTA Connection). IP phone The extension registered on the IP phone is the same as that of Linkus Desk top Client. Note: Register only one account on the IP phone, or CTI feature may not work. Linkus Desktop Client User Guide | 7 - CTI | 73 Step 1. Set the IP phone to be controllable Note: If system administrator has assigned your extension to the IP phone via Auto Provi sioning, your IP phone is ready for being controlled. In this case, you can directly en able CTI mode on Linkus Desktop Client. If system administrator has registered your extension to the IP phone manually, you need to set the IP phone to be controllable as follows. The following instructions take Fanvil X5S as an example to show how to enable the uaCS TA function and configure a uaCSTA number. 1. Log in to the phone web interface, go to Line > SIP. 2. In the Line drop-down list, select your extension. 3. Expand the Advanced Settings menu, enter your extension number in the uaCSTA Number field. 4. Expand the SIP Global Settings menu, select the checkbox of Enable uaCSTA. 5. Click Apply. Step 2. Enable CTI mode on Linkus Desktop Client Change Linkus Desktop Client to CTI mode, so that you can use Linkus Desktop Client to manage phone calls on your IP phone. 1. Log in to Linkus Desktop Client. 2. At the top-right corner, click , then select the connected Fanvil IP phone from the drop-down list. Linkus Desktop Client User Guide | 7 - CTI | 74 Result You can do the following operations on the connected Fanvil IP phone from Linkus Desktop Client: · Make/End a call · Make a second call · Answer/Reject a call · Record a call · Transfer a call (attended transfer and blind transfer) · Hold/Resume a call · Swap hold · Flip a call Control a Snom IP Phone by Linkus Desktop Client By enabling CTI mode on Linkus Desktop Client, a Snom IP phone with your extension reg istered can be connected to your Linkus Desktop Client. In this way, Linkus Desktop Client acts as a visual control panel where you can manage phone calls, while calls are made and received using the Snom IP phone. Applications This topic is applied to the Snom IP phones that are compatible with Linkus Desktop Client CTI. Tip: For incompatible IP phones, refer to Control an Incompatible IP phone by Linkus Desktop Client for instructions on phone control. Requirements PBX server Contact system administrator to make sure the following requirements are met on PBX server: · The version of PBX server is 37.13.0.25 or later. · The uaCSTA feature is enabled (Path: PBX Settings > SIP Settings > Advanced > Other Options > Enable uaCSTA Connection). Linkus Desktop Client User Guide | 7 - CTI | 75 IP phone The extension registered on the IP phone is the same as that of Linkus Desk top Client. Note: Register only one account on the IP phone, or CTI feature may not work. Step 1. Set the IP phone to be controllable Note: If system administrator has assigned your extension to the IP phone via Auto Provi sioning, your IP phone is ready for being controlled. In this case, you can directly en able CTI mode on Linkus Desktop Client. If system administrator has registered your extension to the IP phone manually, you need to set the IP phone to be controllable as follows. The following instructions take Snom D735 as an example to show how to enable CSTA control function. 1. Log in to the phone web interface, go to Setup > Advanced > QoS/Security. 2. In the Security section, enable the Allow CSTA Control. Linkus Desktop Client User Guide | 7 - CTI | 76 3. At the bottom of the page, click Apply. Step 2. Enable CTI mode on Linkus Desktop Client Change Linkus Desktop Client to CTI mode, so that you can use Linkus Desktop Client to manage phone calls on your IP phone. 1. Log in to Linkus Desktop Client. 2. At the top-right corner, click , then select the connected Snom IP phone from the drop-down list. Result You can do the following operations on the connected Snom IP phone from Linkus Desktop Client: · Make/End a call · Make a second call · Answer/Reject a call · Record a call · Transfer a call (attended transfer and blind transfer) · Hold/Resume a call · Swap hold · Flip a call Linkus Desktop Client User Guide | 7 - CTI | 77 Control an Incompatible IP phone by Linkus Desktop Client By enabling CTI mode on Linkus Desktop Client, an IP phone with your extension registered can be connected to your Linkus Desktop Client. In this way, Linkus Desktop Client acts as a visual control panel whereas calls are made and received using the IP phone. Applications This topic is applied to the IP phones that fall out of the range of CTI-compatible devices. For CTI-compatible phones, see Compatible Yealink IP phones, Compatible Fanvil IP phones, Compatible Snom IP phones, and Compatible Grandstream IP phones. Procedure 1. Check if the extension registered on the IP phone is the same as that of Linkus Desk top Client. 2. Change Linkus Desktop Client to CTI mode. a. Log in to Linkus Desktop Client. b. At the top-right corner, click , then select the connected IP phone from the drop-down list. Result You can do the following operations on the connected IP phone from Linkus Desktop Client: · Make/End a call · Reject a call · Hold/Resume a call Linkus Desktop Client User Guide | 7 - CTI | 78 · Blind transfer a call · Record a call Control an Analog Phone by Linkus Desktop Client By enabling CTI mode on Linkus Desktop Client, an analog phone with your extension logged in can be connected to your Linkus Desktop Client. In this way, Linkus Desktop Client acts as a visual control panel whereas calls are made and received using the analog phone. Procedure 1. Check if the extension assigned to your analog phone is the same as that of Linkus Desktop Client. 2. Change Linkus Desktop Client to CTI mode. a. Log in to Linkus Desktop Client. b. At the top-right corner, click , then select the connected analog phone from the drop-down list. Result You can do the following operations on the connected analog phone from Linkus Desktop Client: · Make/End a call · Reject a call · Hold/Resume a call · Blind transfer a call · Record a call Linkus Desktop Client User Guide | 7 - CTI | 79 Control Linkus Web Client by Linkus Desktop Client By enabling CTI mode on Linkus Desktop Client, Linkus Web Client with your extension logged in can be connected to Linkus Desktop Client. In this way, Linkus Desktop Client acts as a visual control panel where you can manage phone calls, while calls are made and re ceived using Linkus Web Client. Scenario Imagine that you use a CRM system to manage customer relationships and contact cus tomers with click-to-dial via Linkus Desktop Client, but the CRM system has limited internet access. When you access your work computer from home and click to dial in the CRM sys tem, you may experience audio quality issues due to poor network conditions. In this case, you can log in to Linkus Web Client with your extension on your home comput er, then access your work computer to set Linkus Desktop Client to remotely control Linkus Web Client via CTI. In doing so, audio streams will be routed through Linkus Web Client, thus ensuring better audio quality. Requirements Make sure that PBX server and your Linkus clients meet the following requirements: Item PBX Server Linkus Desktop Client Linkus Web Client Requirement · The firmware version is 37.15.0.74 or later. · The uaCSTA feature is enabled (Path: PBX Settings > SIP Settings > Advanced > Other Options > Enable uaCSTA Connection). Version 1.5.4 or later. The extension logged in to Linkus Web Client is the same as that of Linkus Desktop Client. Procedure 1. Log in to Linkus Desktop Client. 2. At the top-right corner, click , then select Web Client from the drop-down list. Linkus Desktop Client User Guide | 7 - CTI | 80 Result You can do the following operations on Linkus Web Client from Linkus Desktop Client: · Make/End a call · Make a second call · Answer/Reject a call · Transfer a call (attended transfer and blind transfer) · Record a call · Hold/Resume a call · Swap hold · Add participant · Merge calls · Flip a call Hotkeys Set up Hotkeys Hotkeys (Keyboard Shortcuts) are combinations of keystrokes that allow you to quickly perform specific operations without using the mouse. This topic introduces the supported shortcut operations, and describes how to enable hotkeys for the operations in Linkus Desk top Client. Requirements · PBX Server: Version 37.12.0.23 or later. · Linkus Desktop Client: Windows Desktop: 1.2.14 or later macOS Desktop: 1.2.10 or later Supported shortcut operations and default hotkeys The following table lists the supported shortcut operations and their default hotkeys. The hotkeys vary depending on your operating system. Shortcut Operation Dial Selected Number Answer Blind Attended Hold/Resume Hang Up Send Message Windows Hotkey Ctrl+Shift+E Ctrl+Shift+A Ctrl+Shift+B Ctrl+Shift+T Ctrl+Shift+H Ctrl+Shift+F Enter macOS Hotkey +Shift+E +Shift+A +Shift+B +Shift+T +Shift+H +Shift+F Return Procedure By default, all the operations using hotkeys are disabled. You can enable desired operations and hotkeys as follows. 1. Access the Settings menu of Linkus Desktop Client based on your operating system. Linkus Desktop Client User Guide | 8 - Hotkeys | 82 Operating System Windows Instruction On the system tray, right click > Settings macOS . On the App menu, click Linkus Desktop Client > Settings. 2. In the Hotkeys section, do as follows: a. Optional: To prevent hotkeys from becoming invalid due to hotkey conflicts, you can select the checkbox of Notify When Hotkey Conflicts to enable notifica tion. If enabled, each time you launch and log in to Linkus Desktop Client, it will auto matically check for hotkey conflicts. If any, a pop-up window will be displayed to prompt the conflict. Linkus Desktop Client User Guide | 8 - Hotkeys | 83 b. Enable desired shortcut operations and set up hotkeys. i. Select the checkbox of the desired shortcut operation. ii. If you want to change the default hotkey, click the hotkey field on the right, then press the desired key combinations on your keyboard. Linkus Desktop Client User Guide | 8 - Hotkeys | 84 Note: The key combinations must begin with Ctrl, , Shift, or Alt, and contain at least one alphabetic or numeric character. Related information Select and Dial with Hotkey Select and Dial with Hotkey Select & Dial with Hotkey feature allows you to quickly dial any phone numbers appear on your computer screen. No matter where the phone number is stored, you can simply se lect the number and press the hotkey to quickly dial the phone number via Linkus Desktop Client. Requirements · PBX Server: Version 37.12.0.23 or later. · Linkus Desktop Client: Windows Desktop: 1.2.14 or later macOS Desktop: 1.2.10 or later Step 1. Enable and set up hotkey By default, the hotkey for 'Select and Dial with Hotkey' is disabled. You need to enable it on Linkus Desktop Client. 1. Access the Settings menu of Linkus Desktop Client based on your operating system. Linkus Desktop Client User Guide | 8 - Hotkeys | 85 Operating System Windows Instruction On the system tray, right click > Settings macOS . On the App menu, click Linkus Desktop Client > Settings. 2. In the Hotkeys section, do as follows: a. Select the checkbox of Dial Selected Number. b. If you want to change the default hotkey, click the hotkey field on the right, then press the desired key combinations on your keyboard. Linkus Desktop Client User Guide | 8 - Hotkeys | 86 Step 2. (Optional) Disable dial out immediately By default, Linkus dials out immediately after you select a number and press the hotkeys. If you want to edit the phone number before dialing out, you can disable Dial out immediately setting on Linkus Desktop Client. 1. Go to Settings page. 2. In the Call section, unselect the checkbox of Dial out immediately. Example Example 1: Select & Dial out immediately Example 2: Select & Dial out later Calls Linkus Call Overview Linkus Desktop Client allows you to connect to colleagues and external contacts via audio calls and video calls. This topic describes the requirements for audio call and video call, and the supported call features. Requirements Audio call requirements For audio call, contact system administrator to ensure that the PBX server's configurations are ready: · Web Server Protocol: HTTPS · Codec: Any of u-law, a-law, or G722 is enabled on PBX server. Video call requirements For video call, besides the above requirements, make sure the followings are ready on PBX server: · PBX Plan: Ultimate Plan · Codec: Either VP8 or H264 is enabled on PBX server. Note: Codec VP8 is preferred. If VP8 and H264 are both enabled, make sure VP8 has the top priority. Supported call features Call Feature Audio Conferencing Description This feature allows you to initiate an instant audio conference during a call. Note: Up to 9 members are supported. Linkus Desktop Client User Guide | 9 - Calls | 88 Call Feature Description For more information, see Audio Conferencing Overview. Call Flip This feature allows you to flip an active call from Linkus Desktop Client to another device (with your extension registered), without any interruption to the conversation. For more information, see Flip an Active Call between Devices. Call Switch This feature allows you to retrieve an active call from the original device (with your extension registered) to Linkus Desktop Client, without any interruption to the conversation. For more information, see Continue an Active Call on Linkus Desktop Client. Call Transfer This feature allows you to transfer an ongoing call to another number. For more information, see Transfer a call. Call Merge This feature allows you to merge two or more active calls into an audio conference call. For more information, see Merge Calls into an Audio Conference Call. Call Hold/Resume This feature allows you to pause your conversation without having to hang up, and resume the call when you are ready. Note: Allow to hold up to 6 active calls at the same time. Call Recording Call Note For more information, see Hold and Resume a Call. This feature allows you to record calls and play back later to review and confirm information. For more information, see Record a Call. This feature allows you to add tags and remarks for calls, capturing essential information for future reference. For more information, see Add Notes to a Call. Flip an Active Call between Devices Call Flip feature allows you to effortlessly and seamlessly flip an active call from Linkus Desktop Client to another device (with your extension registered), without any interruption to the conversation. Linkus Desktop Client User Guide | 9 - Calls | 89 Scenario Assume that you are in a call with a customer, but have to get out of the office. In this case, you can flip the call to your mobile phone, keeping talking without customer knowing the switchover. Requirements Your extension has been registered on more than one device. Procedure 1. During an active call, click Call Flip. All the other devices where your extension is registered are displayed. Linkus Desktop Client User Guide | 9 - Calls | 90 2. Click the desired device. Linkus will make a call to your extension on the device. Tip: In case you want to cancel call flip, click Cancel at the bottom-right corner of the call screen. 3. Answer the call on the selected device. Linkus Desktop Client User Guide | 9 - Calls | 91 The call is flipped from Linkus Desktop Client to the selected device. Related information Continue an Active Call on Linkus Desktop Client Continue an Active Call on Linkus Desktop Client Call Switch feature allows you to retrieve an active call from the original device (with your extension registered) to Linkus Desktop Client, without any interruption to the conversation. Scenario Assume that you answer a call from a customer while on the road, and you want to be hands-free when returning to the office. In this case, you can retrieve the active call from mobile phone to Linkus Desktop Client, keeping talking without customer knowing the switchover. Requirements · Linkus Desktop Client: In Desktop Client mode. Linkus Desktop Client User Guide | 9 - Calls | 92 · Extension: Your extension has been registered on more than one device. Prerequisites You have an active call on another device. Procedure 1. On the top of Linkus Desktop Client, click Call Switch. The active call on another device is displayed. 2. Click the call. Result The call is retrieved from the original device to Linkus Desktop Client. Related information Flip an Active Call between Devices Linkus Desktop Client User Guide | 9 - Calls | 93 Transfer a call Call Transfer feature allows you to transfer an ongoing call to another number. For example, if you receive a call from a customer who reaches the wrong person or team, you can trans fer the call to the correct one rather than asking the customer to hang up and call a different number. Types of Call Transfer There are two types of call transfer: · Blind Transfer: Transfer an ongoing call to a third party immediately without giving him or her prior notification. For more information, see Perform a blind transfer. · Attended Transfer: Put the ongoing call on hold and establish a second call with third party to pass on all relevant information and get his or her consent before trans ferring the call. For more information, see Perform an attended transfer. Perform a blind transfer 1. During an active call, click fer. (Transfer) on the call screen, then select Blind Trans- Linkus Desktop Client User Guide | 9 - Calls | 94 The call is put on hold. 2. Select the desired individual using either of the following methods. · In the right-panel, select a list and click on the desired extension user or contact who you want to transfer the call to. · In the search bar, enter the number or the name of the extension user or contact who you want to transfer the call to, then select the desired number from the re sult. Linkus Desktop Client User Guide | 9 - Calls | 95 The current call is disconnected; The specified extension user or contact will receive the call. When the call is answered, the other two parties are connected. Perform an attended transfer 1. During an active call, click Transfer. (Transfer) on the call screen, then select Attended Linkus Desktop Client User Guide | 9 - Calls | 96 The call is put on hold. 2. Select the desired individual using either of the following methods. · In the right-panel, select a list and click on the desired extension user or contact who you want to transfer the call to. · In the search bar, enter the number or the name of the extension user or contact who you want to transfer the call to, then select the desired number from the re sult. Linkus Desktop Client User Guide | 9 - Calls | 97 The specified extension user or contact will receive a call. 3. If the specified contact answers the call, you can talk to the contact to pass on all rele vant information first, then click Transfer. The current call is disconnected; The other two parties are connected. Linkus Desktop Client User Guide | 9 - Calls | 98 Related information VoIP Features for Dummies - Call Transfer Merge Calls into an Audio Conference Call When there are two active calls or more on Linkus Desktop Client, you can merge them into a 3-way audio conference call, and host and manage it as the conference host. Requirements and restrictions Requirements Make sure that the version of Linkus Desktop Client meets the following re quirements: · Windows Desktop: Version 1.7.3 or later · Mac Desktop: Version 1.7.3 or later Restrictions Only calls of the same type (either both voice calls or both video calls) can be merged into an audio conference call. Prerequisites · Make sure that Linkus Desktop Client is in Desktop Client mode. · You have two active calls or more of the same type on Linkus Desktop Client. Linkus Desktop Client User Guide | 9 - Calls | 99 Procedure 1. At the bottom of the call panel, click Merge Calls. 2. Perform the following operation to merge calls. · If there are two active calls, click Confirm in the pop-up window. Linkus Desktop Client User Guide | 9 - Calls | 100 · If there are more than two active calls, select the call that you want to merge, then click Confirm. Linkus Desktop Client User Guide | 9 - Calls | 101 Result The active calls are merged into 3-way audio conference call, and you are the host. Related information Audio Conference Call Operations Hold and Resume a Call Call Hold and Resume feature allows you to pause your conversation without having to hang up, and resume the call when you are ready. Procedure 1. To put a call on hold, click (Hold) on the call screen during an active call. Note: Allow to hold up to 6 active calls at the same time. The held party can not communicate with you; The held party may hear a piece of mu sic, depending on system administrator's configuration. 2. To resume the call, click (Hold) again. Linkus Desktop Client User Guide | 9 - Calls | 102 You can communicate with each other now. Record a Call Call Recording feature allows you to record calls and play back later to review and confirm information. Requirements System administrator has granted you the permission to record calls. Procedure During an active call, click (Record) on the call screen. Result · The call is being recorded. · Both sides may hear a voice prompt announcing that the call is now being recorded, this depends on system administrator's configuration. Select Outbound Caller ID (DOD) to Call Before making outbound calls from Linkus, you can select which outbound caller ID (DOD) to display. You can use the same DOD number for all outbound calls or select a specific DOD for each call. Requirements · PBX Server: Version 37.16.0.25 or later · Linkus Desktop Client: Version 1.6.0 or later · Extension: Your extension has been assigned the permission to select outbound caller IDs. Customize DOD display You can add a short description or adjust the order of the DODs assigned to your extension, which determines how the DODs will be displayed on your Linkus UC Clients. Linkus Desktop Client User Guide | 9 - Calls | 103 1. Log in to Linkus Desktop Client, go to Preferences > User > Outbound Caller ID (DOD). All the selectable DODs are displayed on the list. 2. Customize DOD display as needed. · Label: Enter a short description, which is used to label the DOD number. For example, if you enter New York Office for DOD 2345068, the DOD will ap pear as 2345068 (New York Office) on your Linkus UC Clients. · Move: Click to adjust the order in which the DODs are displayed on your Linkus UC Clients. 3. Click Save. Methods of selecting DOD to call By default, the DOD number configured by system administrator is used when you make outbound calls. You can choose to use the same DOD number for all outbound calls or se lect a specific DOD for each call. · Use the same DOD for all outbound calls: At the top-right corner, select a desired DOD number from the drop-down list beside Dialpad. Linkus Desktop Client User Guide | 9 - Calls | 104 Every time you make an outbound call using Dialpad, the DOD number will be used. · Select a specific DOD for each call: Select a desired DOD number before you make an outbound call. You can select a specific DOD number from the drop-down list beside Dialpad, or from the Contacts, Call Logs, Voicemails, or Recordings page, as shown below. Page Figure 7. Contacts Instruction 1. Go to Contacts and find the desired contact. 2. Click > Select DOD to Call, then select a specific DOD number. Figure 8. Call Logs, Voicemai ls, or 1. Go to Call Logs / Voicemails / Recordings. 2. Right click a desired record. 3. Click Select DOD to Call, then select a specific DOD number. Page Recordin gs Linkus Desktop Client User Guide | 9 - Calls | 105 Instruction Add Notes to a Call Call Note feature allows you to take notes directly during calls, and to review or edit notes in call logs after calls, helping you to capture important details for future reference. Requirements PBX Server · The firmware of the PBX server is version 37.18.0.102 or later · System administrator has configured call disposition codes on server, and granted you the permission to use call note feature. Linkus Desktop Client · Make sure that the version of Linkus Desktop Client is version 1.11.7 or later. Procedure 1. During an active call, click Call Notes to open the call note panel. Linkus Desktop Client User Guide | 9 - Calls | 106 2. In the side panel, add tags and remarks for the call according to your needs. a. In the Select Call Disposition drop-down list, select a disposition code. b. In the Remark field, enter short descriptions to note down essential information for the call. c. Click Save. Linkus Desktop Client User Guide | 9 - Calls | 107 Result · An "Edited Successfully" prompt pops up, indicating that call note is saved successful ly. Note: You can modify and save the notes multiple times before the call ends. · If the call is transferred, the next user with access to the call note feature can view the last call note after answering the call. · After calls, you can review or edit the call notes you added in the corresponding call log (Path: Call Logs). Audio Conferencing Audio Conferencing Overview Audio Conferencing is a feature that aims for instant meeting while on a call. If third party involvement is needed during a call, you can invite them to an audio conference by directly dialing their phone numbers. Restrictions Up to 9 members can be on an audio conference call. Highlights Instant conference calls Initiate an instant audio conference during a call, without the need for leaving the current conversation or being back in the office. Flexibly invite members Invite any members you want to the audio conference, this can be colleagues or external business partners. Easily control meeting Meeting control is at your fingertips. Operations such as mute/unmute, members add/delete, and recording enable/disable are only one-click away. Invite Participants to an Audio Conference Call If third party involvement is needed while on a call, you can send the invitation by directly dialing them. As soon as the invitation is sent out, the call would turn into an audio confer ence call. Linkus Desktop Client User Guide | 10 - Audio Conferencing | 109 Prerequisites Make sure Linkus Desktop Client is in Desktop Client mode, or you can NOT invite partici pants to an audio conference call. Procedure 1. During an active call, click Add Participant at the bottom-left corner of the call screen. 2. On the right panel, invite participants using either of the following methods. · Select a list and click on the desired extension user or contact. · To directly search specific individuals, do as follow: Linkus Desktop Client User Guide | 10 - Audio Conferencing | 110 a. In the search bar, search extension users or native contacts by the sup ported filters, or directly invite external users by entering a phone number. Invitee Supported Filters Extension Users Extension Name Extension Number Email Address Mobile Number Native Contacts Contact Name Company Name Email Address Mobile Number External Users External Number b. Click on the desired individual in the search results. Result · The phone call turns into an audio conference call, where you can see a call is sending to the invitee without interrupting the current conversation. Note: If the invitee is an extension user that has set up call forwarding rules, Linkus will still keep ringing the user until timeout. Linkus Desktop Client User Guide | 10 - Audio Conferencing | 111 In case you want to cancel invitation, click under the desired invitee. · The one who sends the call invitation first will be the conference "Host". The Host can manage the audio conference. For more information, see Control an In-progress Audio Conference. Audio Conference Call Operations This topic describes what operations a host and a participant can do in an audio conference call. Operations Refer to the following table to check the available operations for a host and a participant in an audio conference call. Operation Turn on/Turn off one's own audio Turn on/Turn off participants' audio Host Participant × Linkus Desktop Client User Guide | 10 - Audio Conferencing | 112 Operation Record a conference End a conference Leave a conference *View participants list *Invite participants Remove participants Host Participant × × × Note: Operations marked with * only work for Linkus Desktop Client users, Linkus Web Client users, and 'Yeastar Linkus for Google' users. Linkus Desktop Client User Guide | 10 - Audio Conferencing | 113 Control an In-progress Audio Conference Preview of an in-progress audio conference Shortcuts for common actions Get call window zoomed out. Full screen mode. Main content area Display audio feed of all the participants. If you are the host, you can manage participants as follows: Linkus Desktop Client User Guide | 10 - Audio Conferencing | 114 · Click to mute or unmute a specific participant. Tip: The microphone status can be synchronized on the call screen of the follow ings: Linkus Mobile Client Linkus Desktop Client Linkus Web Client Yeastar Linkus for Google · Click to remove an existing participant from the audio conference, or to cancel inviting a new participant. Toolbar New Call Place another call while you are on the audio conference call. Note: You can be on two calls at most. If you make or receive another call, the audio conference call will be automatically held. Add Participant Add participants to the audio conference call. Mute Mute or unmute yourself. Hold/Resume Hold or resume yourself. Dialpad Press a key to send DTMF signal. Record Control recording for the conference call. Note: Linkus Desktop Client User Guide | 10 - Audio Conferencing | 115 · Only the authorized conference host can control the record ing during the conference call, as well as view and manage the recording file generated after the conference call ended. · If conference host exits an audio conference call that is being recorded, the recording would stop. End Call End or leave the conference call. Note: Only the conference host can end the conference call. Exit or End an Audio Conference This topic describes how to exit or end an audio conference. Exit an audio conference You can exit the audio conference if you need to leave early due to unforeseen circum stances. Procedure 1. If you are the host, you can exit the audio conference as follows: a. On the bottom toolbar, click End Call. b. Select Leave Conference and click Confirm. You exit the conference call; The audio conference is still in progress without a host, and none of the participants can invite others to join the conference. Note: If you have enabled recording for the audio conference, the recording stops as soon as you leave the conference. 2. If you are NOT the host, you can directly hang up the conference call. Linkus Desktop Client User Guide | 10 - Audio Conferencing | 116 End an audio conference Only the conference host can end the audio conference. Procedure 1. On the bottom toolbar, click End Call. 2. Select End Conference and click Confirm. Result The conference is ended from all the participants' sides and your side. Call Logs Check and Manage Call Logs This topic describes how to view the calls that you made, answered, or missed, and how to manage the personal call logs on Linkus Desktop Client. Procedure 1. On Linkus Desktop Client, go to Call Logs. 2. Optional: Select a communication type from the drop-down list of logs. to filter call 3. Optional: Search or filter specific call logs by name, number, time range, disposition codes, or remark. 4. Manage the call logs according to your needs. Operation Check or edit call notes Instruction You can check or edit call notes you've added for a call. · To check the call note, hover your mouse over the tag(s). Linkus Desktop Client User Guide | 11 - Call Logs | 118 Operation Instruction · To edit the call note, do as follows: Place a call a. Hover your mouse over the call log, then click . b. In the pop-up window, edit the call note as needed, then click Save. You can directly place a call from a call log via the following methods: · Double click the desired call log. · Hover your mouse over the call log, then click . Delete a personal To delete a call log, do as follows: call log a. Hover your mouse over the desired call log, then click . Linkus Desktop Client User Guide | 11 - Call Logs | 119 Operation Clear all personal call logs Instruction b. In the pop-up window, click OK. The personal call log is removed from Linkus UC Clients. To delete all your personal call logs, do as follows: a. Click on the top-right corner. b. In the pop-up window, click OK. All your personal call logs are removed from Linkus UC Clients. Related information Manage Queue Call Logs Voicemails Check and Manage Voicemails This topic describes how to check and manage your voicemails on Linkus Desktop Client. Note: Changes made to voicemails on Linkus Desktop Client will be synchronized to Linkus Web Client and Linkus Mobile Client. Procedure 1. On Linkus Desktop Client, go to Voicemails. 2. Optional: Select specific read status to filter voicemails. 3. Check and manage the voicemails according to your needs: Operation Listen to a voicemail View a transcribed voicemail text Instruction a. Hover your mouse over the desired record. b. At the right side, click . An unread voicemail will be marked as read. Note: This operation is available only if system administrator has set up voicemail transcription feature. Place a call a. Hover your mouse over the desired record. b. At the right side, click . You can directly place a call from a voicemail record via the following methods: Linkus Desktop Client User Guide | 12 - Voicemails | 121 Operation Download a voicemail Change the read status Delete voicemail(s) Instruction · Double click the desired record. · Hover your mouse over the desired record, and click . a. Hover your mouse over the desired record. b. At the right side, click . · To mark a voicemail as read or unread, do as follows: a. Right click on the desired record. b. Click Mark as Read or Mark as unread. · To bulk mark voicemails as read, do as follows: a. Select the checkboxes of the desired records. b. At the top menu, click Mark as Read. · To delete a voicemail, do as follows: a. Hover your mouse over the desired record. b. At the right side, click . c. In the pop-up window, click OK. · To bulk delete voicemails, do as follows: a. Select the checkboxes of the desired voicemails. b. At the top menu, click Delete. c. In the pop-up window, click OK. Recordings Check and Manage Recordings This topic describes how to check and manage your call recordings on Linkus Desktop Client. Note: Changes made to recordings on Linkus Desktop Client will be synchronized to Linkus Web Client and Linkus Mobile Client. Requirements System administrator has granted you the permission to view recordings. Procedure 1. On Linkus Desktop Client, go to Recordings. Linkus Desktop Client User Guide | 13 - Recordings | 123 2. Check and manage the call recordings according to your needs. Operation Listen to a call recording Instruction a. Hover your mouse over the desired record. b. At the right side, click . Place an audio call You can directly place an audio call from a call recording record via the following methods: · Double click the desired record. · Hover your mouse over the desired record, then click . Linkus Desktop Client User Guide | 13 - Recordings | 124 Operation Instruction Download a call recording a. Hover your mouse over the desired record. b. At the right side, click . Delete call recording(s) · To delete a call recording, do as follows: a. Hover your mouse over the desired record. b. At the right side, click . c. In the pop-up window, click OK. · To bulk delete call recordings, do as follows: Operation Linkus Desktop Client User Guide | 13 - Recordings | 125 Instruction a. Select the checkboxes of the desired call recordings. b. At the top menu, click Delete. c. In the pop-up window, click OK. Upgrade Upgrade Linkus Desktop Client When a new version is released, Linkus Desktop Client will show a pop-up window, where you can find out what's new in the latest version. You can upgrade to the new version im mediately or later. If you choose to upgrade later, follow the instructions in this topic to up grade Linkus Desktop Client anytime you want. 1. Access the menu of Linkus Desktop Client based on your operating system. · For Windows: On the system tray, right click . · For macOS: On the App menu, click Linkus Desktop Client. 2. Select About from the menu. 3. In the pop-up window, click Check for updates. A window pops up to show you what's new in the latest version. Linkus Desktop Client User Guide | 14 - Upgrade | 127 4. Click Update Now. The new installation package is downloaded. 5. Install the installation package. When the installation is completed, Linkus Desktop Client is upgraded successfully. Bug Reporting Report Linkus Problems If you encounter problems with your Linkus Desktop Client, you can download Linkus debug logs and send the logs to Yeastar support for analysis. 1. Download Linkus debug logs. a. Access the menu of Linkus Desktop Client based on your operating system. · For Windows: On the system tray, right click . · For macOS: On the App menu, click Linkus Desktop Client. b. Select Download Logs from the menu, then save the log file to your computer. 2. Submit a ticket to report the problem to Yeastar Support, and provide the debug logs. Extension Preferences User Update Your Extension Profile This topic describes how to upload profile image and configure account information. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > User > User Information. 2. Click to upload your profile image. Note: The image must be .jpg or .png, and can not exceed 1MB. 3. Configure your account information as needed. · First Name · Last Name · Email Address: You can receive voicemail messages and notifications for missed calls and password changes via the email address. · Mobile Number: You can receive calls via this mobile number. · System Prompt Language: Select the language of system prompts to be played to you during a call. 4. Click Save. View Outbound Caller ID Outbound Caller ID is the number and name that displayed on the callees' phone when you make outbound calls via specific trunks. This topic describes how to view Outbound Caller ID. Scenario You are a technical support, and use the trunk "Outbound_US" to contact your cus tomers. Your system administrator can set up a specific Outbound Caller ID Number (eg. 0592-5503301) and a specific Outbound Caller ID Name (eg. Yeastar Support) for this trunk. Linkus Desktop Client User Guide | 16 - Extension Preferences | 130 In this way, when you contact your customers via the trunk "Outbound_US", the callees' phone will display "Yeastar Support <0592-5503301>", so that they can verify the identity of the caller. Procedure 1. Log in to Linkus Desktop Client. 2. Go to Preferences > User > Outbound Caller ID (DOD) > Outbound Caller IDs. Result The Outbound Caller IDs list displays the Outbound Caller ID Number, Outbound Caller ID Name, and associated trunk that system administrator has configured for you. View Emergency Outbound Caller ID This topic describes how to view Emergency Outbound Caller ID. Background information Your company has purchased enhanced emergency service, and system administrator has associated your office extension with an exclusive Emergency Location Identification Num ber (ELIN, which is associated with your office location). When you place an emergency call by the extension, the emergency operator terminal will display your location. Note: You extension associated with ELIN should be registered on a corded IP desk phone. Procedure 1. Log in to Linkus Desktop Client. Linkus Desktop Client User Guide | 16 - Extension Preferences | 131 2. Go to Preferences > User > Outbound Caller ID (DOD) > Emergency Outbound Caller ID. Result When you place an emergency call, the Public Safety Answering Point (PSAP) will pinpoint your location via ELIN, and arrange appropriate emergency response. Presence Configure Presence Settings Linkus provides different presence statuses to let your colleagues know if you are currently available. This topic introduces the types of presence statuses and the presence settings. Linkus provides the following presence statuses. · Available · Away · Business Trip · Do Not Disturb · Lunch Break · Off Work You can go to Preferences > Presence, select a presence status and configure the fol lowing settings differently. When your presence status changes, the presence settings will change accordingly. Linkus Desktop Client User Guide | 16 - Extension Preferences | 132 Presence Information Setting Presence Information Description Add a note to the current presence. Call Forwarding Call forwarding rules help you forward incoming calls to a specific destination when you are unavailable. Setting Types of incoming calls Forwarding condition Select a call type. Description · Internal Calls: Set a call forwarding rule for incoming calls from your colleagues. · External Calls: Set a call forwarding rule for incoming calls from external users. Turn on the switch of a forwarding condition, then configure a destination. Note: Do Not Disturb presence only supports the option Always. · Always: Forward all incoming calls to the designated destination. · No Answer: Only forward unanswered calls to the designated destination. · When Busy: Only forward the calls that come in while you are talking on the phone to the designated destination. Ring Strategy Ring strategy allows you to decide in which order incoming calls are distributed to the end points where your extension is registered. Note: Do Not Disturb presence does not support this setting. · Extension Endpoint: The IP phone, analog phone, or softphone where your exten sion is registered. · Linkus Mobile Client Linkus Desktop Client User Guide | 16 - Extension Preferences | 133 · Linkus Desktop Client (Softphone only) · Linkus Web Client (Web Client Mode only) Setting Ring First Ring Secondly Description Set which endpoint(s) will ring first when a call reaches your extension. Set which endpoint(s) will ring if the incoming call is not answered on the endpoints that are selected as Ring First. Ring Timeout To prevent callers from waiting for a long time, you can configure ring timeout. If a call is not answered during the time period, it will be routed to the destination of No Answer. Note: Do Not Disturb presence does not support this setting. Ring Timeout(s) Setting Description Set the timeout period. Note: The valid range is from 5 to 300 seconds. Ring the Mobile Number Simultaneously To simultaneously ring both extension and the associated mobile number when anyone calls in your extension number, you can configure a simultaneous ring strategy. Note: Do Not Disturb presence does not support this setting. Setting Description Ring Mobile Number Simultaneously Check the option to enable this feature. Tip: Click to configure your mobile number. Linkus Desktop Client User Guide | 16 - Extension Preferences | 134 Prefix Setting Description Enter the prefix of outbound route so that PBX server can successfully send calls out. Note: Contact system administrator to check if a prefix is required. Accept Push Notifications By default, you can receive push notifications on Linkus Mobile Client anywhere and any time, such as missed calls, new voicemail messages and so on. If you don't want to receive notifications after work, you can disable the feature. Setting Accept Push Notifications Description Enable or disable push notifications on Linkus Mobile Client. Accept calls from Ring Group By default, you can receive ring group calls under any presence. You can set whether to re ceive ring group calls under the specific presence as needed. Setting Accept calls from Ring Group Description Enable or disable receive ring group calls under the this presence. Agent Status Auto Switch If you are a dynamic agent who needs to frequently log in to or out of a queue, you can asso ciate your queue status with your extension presence. Your status in a queue will automati cally change along with your extension presence. Log In Setting Log in to a queue. Description Log Out Pause Note: The option is available ONLY in Available status. Log out of a queue. Pause receiving queue calls, and select a specific pause reason as needed. Linkus Desktop Client User Guide | 16 - Extension Preferences | 135 Setting Do Nothing Retain current status. Description Related information Manually Switch Presence Status Automatically Switch Presence Status Based on Business Hours and Holidays Manually Switch Presence Status This topic describes how to manually switch your current presence status to a new one, in cluding fixed status and temporary status. Switch presence status to a fixed status 1. Log in to Linkus Desktop Client. 2. In the top pane, select a presence status from the drop-down list of presence. The presence status and the relevant presence settings take effect. Switch presence status to a temporary status Assume that you would be away for a scheduled meeting during which you are unavailable to answer calls, but you want calls to be forwarded to the previous destination when you are available. In case you forget to change presence status, you can switch presence to a tem porary status, and set how long the status will last. 1. Log in to Linkus Desktop Client. 2. In the top pane, select Set Temporary Status from the drop-down list of presence. Linkus Desktop Client User Guide | 16 - Extension Preferences | 136 3. In the pop-up window, configure the following settings: a. In the Change Status To drop-down list, select a temporary status. b. In the Hour and Minute drop-down list, set how long the temporary status will last. c. Optional: In the Set Status Message field, add a note to the temporary status. 4. Click Save. The presence status and the relevant presence settings take effect. Tip: In the top pane, you can hover your mouse over the presence to check when will the temporary status ends. When the time is up, presence status and rele vant settings would be switched back to the previous one. Related information Automatically Switch Presence Status Based on Business Hours and Holidays Automatically Switch Presence Status Based on Business Hours and Holidays You can configure different presence status based on business hours and holidays. In this way, the extension presence will automatically switch to the preset status based on the time. Requirement System administrator has set up business hours and holidays. Linkus Desktop Client User Guide | 16 - Extension Preferences | 137 Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Features. 2. In the Time-conditional Presence Auto Switch section, specify a presence status to be displayed for the desired time. 3. Click Save. Result Presence status will be switched automatically according to the business hours and holi days. For example, the system administrator has set the Break Hours as 12:00-14:00, and you have selected Lunch Break for Break Hours. Then Linkus will automatically switch your presence status to Lunch Break during 12:00-14:00. Related information Manually Switch Presence Status Voicemail Customize Your Voicemail Settings This topic describes how to customize your voicemail settings, including voicemail access PIN, new voicemail notification, voicemail play options, and voicemail greetings. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Voicemail. 2. Turn on the option Enable Voicemail. Linkus Desktop Client User Guide | 16 - Extension Preferences | 138 3. In the Voicemail PIN Authentication drop-down list, decide whether a PIN is re quired when you access voicemail. · Enabled: You need to enter a PIN to access your voicemail messages. You can set the PIN number in the Voicemail Access PIN field. · Disabled: You can access your voicemail messages directly. 4. In the Voicemail Language drop-down list, select the language of the system prompts heard by caller when they access your voicemail box. When callers are routed to your extension's voicemail, the system prompt "The exten sion {extension_number} you dialed cannot be connected now. Please leave your message after the tone. When done, hang up, or press the # key" will be played in the selected language. Note: If you set up a voicemail greeting, the custom greeting will be played to callers instead. 5. In the New Voicemail Notification drop-down list, decide whether to receive email notification for new voicemails. · To disable email notifications, select Do Not Send Email Notifications. · To enable email notifications, select one of the following options: Send Email Notifications with Attachment: Send a notification email with the new voicemail message attached as a .wav file. Send Email Notifications without Attachment: Send notification emails only. 6. If you enabled email notifications, configure the following settings as needed: Setting After Notification Send to Description Decide how to deal with voicemails after notification emails are sent out. · Mark as Read: Mark the voicemail message in mailbox as read. · Delete Voicemail: Delete the voicemail messages from mailbox. · Do Nothing: Keep the voicemail message in mailbox as unread. Specify the email address for receiving notification emails. · User Email: Send notification emails to your email address. · Custom Email: Send notification emails to a custom email address. Linkus Desktop Client User Guide | 16 - Extension Preferences | 139 Setting Description Enter the desired email address in the Custom Email Address field. 7. Optional: Set whether to play the following messages when playing a voicemail. · Play Date and Time: Enable this option to play date and time when the mes sage is received. Time Display Format: If Play Date and Time is enabled, you can spec ify the time format (12-hour or 24-hour) for announcing the message ar rival time. · Play Caller ID: Enable this option to play caller ID information. · Play Message Duration: Enable this option to play duration of the message. 8. In the Voicemail Greeting section, decide which greeting will be played to callers when they reach your mailbox. By default, the system greeting is your default greeting, you can upload or record cus tom voicemail greetings and set it as the new default greeting. Note: If you want to play specific greetings based on your presence status, select an existing one from the corresponding drop-down list. Linkus Desktop Client User Guide | 16 - Extension Preferences | 140 9. Click Save. Upload or Record Voicemail Greetings Voicemail greetings are played to callers when they reach your mailbox. This topic de scribes how to upload or record your personal voicemail greetings. Restrictions Up to 10 custom voicemail greetings are supported. Upload a voicemail greeting Prerequisites Prepare an audio file, which must meet the following requirements: · File format: .wav, .mp3, or .gsm PCM, 8K, 16bit, 128kbps A-law(g.711), 8k, 8bit, 64kbps u-law(g.711), 8k, 8bit, 64kbps · File size: Up to 8 MB Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Voicemail. 2. In the Voicemail Greeting section, click Greeting Management. Linkus Desktop Client User Guide | 16 - Extension Preferences | 141 3. In the pop-up window, click Upload. 4. Select an audio file to upload. Result · The uploaded greeting is displayed in the Greeting Management tab. · You can set this greeting as the default greeting or the presence greet ing by selecting it from the corresponding drop-down list. Figure 9. Set as the default greeting Figure 10. Set as the presence greeting Record a voicemail greeting Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Voicemail. 2. In the Voicemail Greeting section, click Greeting Management. Linkus Desktop Client User Guide | 16 - Extension Preferences | 142 3. In the pop-up window, click Record New Greeting tab, and configure the following settings: a. In the Audio File Name field, enter a name to help you identify it. b. In the Extension drop-down list, select your extension to record a greeting. c. Click Confirm. The system places a call to your extension. 4. Answer the call, then record your greeting, and hang up after you finish recording. Result · The recorded greeting is displayed in the Greeting Management tab. · You can set this greeting as the default greeting or the presence greet ing by selecting it from the corresponding drop-down list. Figure 11. Set as the default greeting Figure 12. Set as the presence greeting Manage Personal Voicemail Greetings This topic describes how to manage your voicemail greeting, including playing, download ing, and deleting greetings. Play a voicemail greeting 1. Log in to Linkus Desktop Client, go to Preferences > Voicemail. 2. In the Voicemail Greeting section, click Greeting Management. Linkus Desktop Client User Guide | 16 - Extension Preferences | 143 3. Select the greeting that you want to play, click . 4. In the pop-up window, choose how to play the greeting: · Play on Web: Click to play the greeting on the Linkus Desktop Client direct ly. · Play to Extension: Play the greeting on your phone. a. Select your extension, and click Play. The system places a call to your extension. b. Pick up the call to listen to the greeting on the phone. Download a voicemail greeting 1. Log in to Linkus Desktop Client, go to Preferences > Voicemail. 2. In the Voicemail Greeting section, click Greeting Management. 3. Select the greeting that you want to download, click . Delete voicemail greetings 1. Log in to Linkus Desktop Client, go to Preferences > Voicemail. 2. In the Voicemail Greeting section, click Greeting Management. 3. Delete one or more greetings according to your needs. · To delete a greeting, click beside the greeting and click OK. · To delete greetings in bulk, select the desired greetings and click Delete, then click OK. Audio and Video Configure Audio and Video Devices This topic describes how to select the desired audio device and video device for your Linkus Desktop Client. Prerequisites Linkus Desktop Client is in Desktop Client mode. Linkus Desktop Client User Guide | 16 - Extension Preferences | 144 Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Audio & Video. 2. In the Multimedia Device section, select desired device from the drop-down list of Camera, Microphone, Speaker, and Ringing Device. Important: Video device requires the subscription to Ultimate Plan (UP) of your organiza tion's server. 3. If you have a headset compatible with Linkus Desktop Client, you can set up the head set to work with Linkus Desktop Client in the Headset Integration section. In this way, you can control Linkus calls directly from the headset. For the compatible headsets and the integration instructions, see Integrate HID-com pliant Headsets with Linkus Desktop Client. 4. Click Save. Linkus Desktop Client User Guide | 16 - Extension Preferences | 145 Integrate HID-compliant Headsets with Linkus Desktop Client If you have a HID-compliant headset on hand, you can set up the HID-compliant headset as the audio device for Linkus Desktop Client, so as to control Linkus calls via the headset. Requirement Supported headset type: USB HID headset (Jabra, Yealink, EPOS, Poly, and more) Procedure 1. Make sure that Linkus Desktop Client is in Desktop Client mode, or you can NOT set up the HID-compliant headset as the audio device. a. Log in to Linkus Desktop Client. b. At the toolbar, check if is displayed. If not, select Desktop Client from the drop-down list. 2. Connect the HID-compliant headset to the USB port of your computer. 3. Go to Preferences > Audio & Video > Headset Integration, set the headset as the audio device. a. In the drop-down list, select the connected HID-compliant headset. b. Click Connect Headset. Linkus Desktop Client User Guide | 16 - Extension Preferences | 146 4. Click Save. Result You can use the HID-compliant headset to handle calls. The supported call operations are as follows: · Answer/Reject a call · Answer/Reject a second call · End a call · Hold/Resume a call · Mute/Unmute a call · Adjust system volume Tip: In case you want to change the connected headset, select another connected HIDcompliant headset and click Connect Headset. Linkus Desktop Client User Guide | 16 - Extension Preferences | 147 Email Notification Enable Email Notifications for Missed Calls and Password Changes This topic describes how to enable email notifications for missed calls and password changes. Prerequisites Your extension account is associated with an email address. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Features. 2. In the Notifications section, select the desired checkbox to decide which notifica tions you want to receive. 3. Click Save. Result When the corresponding event occurs, the system will send relevant notifications to your email address. Linkus Desktop Client User Guide | 16 - Extension Preferences | 148 Call Handle Incoming Calls Based on Caller ID This topic describes how to create a call handling rule to handle incoming calls based on in coming Caller ID. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Features > Call Handling Based on Caller ID. 2. Click Add to set up a call handling rule. a. In the Caller ID field, enter a specific number or a number pattern. · To apply the rule to a specific number, enter a specific number. For example, enter 10086 to handle incoming calls with Caller ID 10086 based on the rule. · To apply the rule to a number pattern, enter a wildcard pattern. For example, enter 9011. to handle incoming calls with any Caller ID start ing with 9011 based on the rule. For more information, see Caller ID Pattern. b. In the Action drop-down list, set how you want to deal with incoming calls with the Caller ID. · Hang Up · Extension · Voicemail · IVR · Play Greeting then Hang up · Accept Call Note: By default, all incoming calls are allowed to reach your ex tension. If there is a call-handling rule to prevent spam calls (eg.728373XX) from reaching your extension, but you want to ac cept calls from a specific number (eg.72837300), you can create another rule to accept calls from 72837300. c. Click Confirm. Linkus Desktop Client User Guide | 16 - Extension Preferences | 149 3. Optional: To add more rules, repeat step 2. 4. Optional: In the Move column, adjust the rules' order. The rules take effect from the top down. Note: For example, set the rule "Accept calls from 72837300" to a higher priority than the rule "Reject calls from numbers starting with 728373". In this way, when receiving calls from 72837300, the system will send calls to your exten sion. For other incoming calls from number starting with 728373, the system will hang up directly. 5. Click Save. Result The call handling rules take effect immediately. When an incoming call reaches your exten sion, PBX will handle the call based on Caller ID accordingly. Stop Rejected Calls from Ringing Other Endpoints If your extension has been registered on multiple endpoints, when you reject an incoming call on one of the endpoints, the call keeps ringing all the other endpoints. In this case, you can set up your extension to stop rejected calls from ringing other endpoints. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Features. 2. In the Call section, select the checkbox of All Reject Mode for Endpoints. 3. Click Save. Linkus Desktop Client User Guide | 16 - Extension Preferences | 150 Result When you reject an incoming call on an endpoint, the other endpoints will stop ringing. The call will be routed to the preset When Busy destination (Path: Preferences > Presence > Call Forwarding). Set up Auto Answer for Non-paging/intercom Calls With this auto-answer feature, you can efficiently manage incoming non-paging/intercom calls without manually clicking to answer, significantly reducing callers' waiting time. This topic describes how to configure auto answer non-paging/intercom calls. Requirements The version of Linkus Desktop Client is 1.8.3 or later. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Features. 2. In the Call section, select the checkbox of Auto Answer, then configure the following settings as needed. · Auto Answer Delay Time(s): Set the delay time in seconds that callers have to wait before automatically answering non-paging/intercom calls. Linkus Desktop Client User Guide | 16 - Extension Preferences | 151 The valid value is from 0 - 60, and 0 indicates that incoming non-paging/inter com calls will be auto-answered immediately. · Play Auto Answer Tone: Enable this option to alert you with a beep tone when incoming non-paging/intercom calls are answered automatically. 3. Click Save. Result Non-paging/intercom calls will be auto-answered based on the delay time. Note: · Incoming video calls will be auto-answered as audio calls. · If you are already on an active call and call waiting is enabled, the new call will wait until the current call ends before being auto-answered; otherwise, it will be routed to the "When Busy" destination. Set up Auto Answer for Paging/Intercom Calls With this auto-answer feature, paging and intercom calls will be auto-answered immediately without manually clicking. This topic describes how to enable auto-answer for paging/inter com calls. Requirements The version of Linkus Desktop Client is 1.8.3 or later. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Features. 2. In the Call section, select the checkbox of Auto Answer Paging/Intercom Call, then configure the following settings as needed. Linkus Desktop Client User Guide | 16 - Extension Preferences | 152 · Paging/Intercom Calls Barge In: Enable this option to auto answer incoming paging/intercom calls when you are already on an active call. · Play Auto Answer Tone: Enable this option to alert you with a beep tone when incoming paging/intercom calls are answered automatically. 3. Click Save. Result Paging/intercom calls will be auto-answered. Note: If you are already on an active call but call waiting is disabled, the new Paging/inter com call will be routed to the "When Busy" destination. Call Popup Automatically Open Contact URL on Incoming Calls Yeastar provides a lightweight integration with a third-party application (such as CRM sys tem, ERP system, etc.) to achieve call popup via custom popup URL. When your extension receives a call, a browser webpage will pop up automatically to display contact details. Linkus Desktop Client User Guide | 16 - Extension Preferences | 153 Requirements · PBX server: Version 37.18.0.59 or later · Linkus Desktop Client: Version 1.10.2 or later · Third-party application: Web-based. Support to provide a URL that can identify callers via Caller ID and Caller ID Name. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Features > Call Popup. 2. Select the checkbox of Open Contact URL Using Custom Popup URL. 3. Set up third-party integration via Popup URL. Setting Popup URL Communication Type Trigger Event 4. Click Save. Description Enter the third-party URL, followed by the variables that you want to pass. Supported variables: · .{{.CallerNumber}}: Incoming Caller ID. · .{{.CallerDisplayName}}: Incoming Caller ID Name. Take Solve360 CRM as an example: https://web/solve.360.com/{{.CallerNumber}}&{{.CallerDisplayNa me}} Select which types of calls will trigger the call popup. · Inbound: Inbound calls from external users. · Internal: Internal calls from colleagues. Set when the call popup will be automatically triggered. · Ringing: An incoming call reaches. · Answered: An incoming call is answered. · Call End: An incoming call is ended. Result When your extension receives an incoming call, a browser webpage automatically pops up based on the specified call-related events, displaying relevant customer information. Important: Linkus Desktop Client User Guide | 16 - Extension Preferences | 154 For the first-time use, you need to allow pop-ups and redirection in your browser, or the pop-up screen can NOT be opened automatically. Automatically Launch External Applications on Incoming Calls Yeastar Linkus Desktop Client supports to integrate third-party applications to achieve call popup by launching executable application. When your extension receives a call, Linkus Desktop Client will automatically launch the specified external application, and transfer the incoming call information. Requirements · PBX server: Version 37.18.0.59 or later. · Linkus Desktop Client: Version 1.10.2 or later · External Application: The desired application(s) have already been installed on your local computer. Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Features > Call Popup. 2. Select the checkbox of Launch External Application. 3. Click Add to add a trigger rule, then complete the following settings. Note: A maximum of 3 trigger rules are supported. Linkus Desktop Client User Guide | 16 - Extension Preferences | 155 Setting Trigger Event Parameters to Send Path to Application Executable 4. Click Save. Description Set when the external application will be automatically launched. · Ringing: An incoming call reaches. · Answered: An incoming call is answered. · Call End: An incoming call is ended. Enter the parameters that will be sent to the specified application. Supported variables: · .{{.CallerNumber}}: Incoming Caller ID. · .{{.CallerDisplayName}}: Incoming Caller ID Name. Enter the file path where the application is installed on the local computer or click Browse to select the desired application. For example, enter D:\Download\MicroCRM\MicroCRM.exe. Result When your extension receives a call, the external application is automatically launched based on the specified call-related events. Function Key Configure Function Keys Function keys allow you to monitor status of specific objects or quickly perform specific op erations. This topic describes how to configure function keys on Linkus Desktop Client. Applications and limitations Refer to the following table for the endpoints where function keys can be applied and the supported number of function keys for each endpoint. Supported Endpoint Linkus Desktop Client Linkus Web Client Yeastar Linkus for Google IP phones that support Auto Provisioning Max. Number of Function Keys 120 Depend on how many line keys your phone supports. Linkus Desktop Client User Guide | 16 - Extension Preferences | 156 Procedure 1. Log in to Linkus Desktop Client, go to Preferences > Function Keys. The function keys configured by system administrator for your extension are dis played in the list, if any. 2. Configure function keys according to your needs. · Type: Select a key type. Tip: For the supported key types, see the table. · Value: Configure a desired value based on the key type. · Label: Optional. Enter a value to help you identify the function key. 3. Click Save. Result · The function keys are applied to Linkus Desktop Client, Linkus Web Client, and Yeast ar Linkus for Google. You can click at the top tool bar to bring up a mini panel, on which you can monitor status of specific objects or quickly perform specific operations via function keys. Linkus Desktop Client User Guide | 16 - Extension Preferences | 157 · If you have registered your extension on an IP phone via Auto Provisioning, the phone also automatically applies the changes. Note: For IP phones, the number of programmable function keys depends on how many line keys your phone supports. If the number of function keys you as sign exceeds the number of programmable keys supported by your phone, the redundant keys cannot take effect. Types of function keys Key Type N/A Function No functionality. Icon & Description · : The function key provides no functionality until configuration. Linkus Desktop Client User Guide | 16 - Extension Preferences | 158 Key Type Line BLF Function Configure line keys for IP phone. Monitor the status of a specific extension. Icon & Description · : The key type Line is only available for IP phones. · : The monitored extension is unregistered. · : The monitored extension is online and ready for communication. · : The monitored extension is away from desk. · : The monitored extension doesn't want to be disturbed, and won't receive any calls. · : The monitored extension is currently on lunch break. · : The monitored extension is on a business trip. · : The monitored extension is currently off work. · : The monitored extension receives a call. Tip: To pick up the incoming call to the extension on Linkus Desktop Client, hover your mouse over the function key, then click the desired incoming call. · : The monitored extension is in a call. · : The monitored extension is held in a call. Note: Linkus Desktop Client User Guide | 16 - Extension Preferences | 159 Key Type Function Speed Dial Speed dial a number. Check Voicemail · Monitor the status of voicemail. · Check voicemail messages. Check Group Voicemail · Monitor the status of group voicemail in shared mode. · Check group voicemail messages. Park & Retrieve · Monitor the status of a specific parking number. · Park a call on a specific parking number. · Retrieve a parked call from a specific parking number. Icon & Description The function key doesn't work in an audio conference call. · : Click the icon to place a call to the most commonly dialed numbers or extensions. · : The monitored extension is deleted. · : All the voicemails of the monitored extension are read. · : There are unread voicemails for the monitored extension. Tip: To check the voicemail messages on Linkus Desktop Client, click the icon, then enter the voicemail PIN code as prompts. · : The monitored group voicemail is deleted. · : All the voicemails of the monitored group voicemail are read. · : There are unread voicemails for the monitored group voicemail. Tip: To check the group voicemail messages on Linkus Desktop Client, click the icon, then enter the group voicemail PIN code as prompts. · : The parking number is invalid. · : The parking number is available. Tip: You can click the icon to park the current call on the parking number. · : The parking number is occupied. Linkus Desktop Client User Guide | 16 - Extension Preferences | 160 Key Type Function Icon & Description Tip: You can click the icon to retrieve the call. Intercom DTMF · Monitor the status of a specific extension. · Place an intercom call to the monitored extension to make an announcement. Send DTMF signals directly instead of manually entering the numbers each time. Agent Login/Logout · Monitor login status in a specific queue. · Log in to or log out of a specific queue. Agent Pause/Unpause · Monitor service status in a specific queue. · Pause or unpause receiving a call from a specific queue. LDAP Directory Boss-Secretary Feature Quickly access the LDAP phonebook to query contact information on IP phones. Monitor the call status of your boss or secretary. Note: The function key doesn't work in an audio conference call. · : The monitored extension is unregistered. · : The monitored extension is available. · : The monitored extension receives a call. · : The monitored extension is in a call. · : During a call, click the icon to send DTMF signals. Note: The function key doesn't work in an audio conference call. · : Not a member in a specific queue. · : Log in to a specific queue. · : Log out of a specific queue. · : Resume service in a queue. · : Pause service in a queue. · : Not a member in a specific queue. · : Not logged in to a specific queue. · : The key type LDAP Directory is only available for IP phones. · As a boss, you can monitor your secretary's call status: Linkus Desktop Client User Guide | 16 - Extension Preferences | 161 Key Type Function Call Forward Action URL Quickly enable or disable call forwarding for the IP phone. Quickly send an HTTP GET request to a specified URL for reporting specific events. Icon & Description : The secretary is NOT handling any calls for you. : The secretary is answering calls for you. : The secretary is putting a call on hold, waiting for you to answer. · As a secretary, you can monitor your boss's call status: : The boss is NOT holding any calls for you to resume. : The boss is putting a call on hold, waiting for you to resume. · : The key type Call Forward is only available for IP phones. · : The key type Action URL is only available for IP phones. Integration Microsoft Outlook Integration Microsoft Outlook Integration Overview Linkus Desktop Client supports to integrate with Outlook for Windows, which allows you to make phone calls to your Outlook contacts right from Outlook through Linkus Desktop Client. This topic describes the requirements and key features of Microsoft Outlook integra tion. Important: Linkus macOS Desktop does NOT support integration with Microsoft Outlook. Requirements Microsoft Outlook · Client: Outlook for Windows · Version: Outlook 2016 or later · Operating System: Windows 10, Windows 11 Yeastar PBX Contact administrator to ensure that the plan of your organization's PBX is En terprise Plan (EP) or Ultimate Plan (UP). Key features The integration of Linkus Desktop Client and Outlook provides the following key features: Make Calls in Outlook Launch phone calls to your Outlook contacts directly from Outlook through Linkus Desktop Client. Call Popup Automatically bring up the contact's profile on Outlook when you receive an in bound call from an Outlook contact through Linkus Desktop Client. Call Journal Linkus Desktop Client User Guide | 17 - Integration | 163 All the call activities get logged automatically to Outlook when you end calls with Outlook contacts through Linkus Desktop Client. Automatic Contact Creation Automatically pop up the contact creation page on Outlook when you receive or make calls with an unknown number that doesn't match an Outlook contact. Related information Integrate Linkus Desktop Client with Outlook for Windows Use Microsoft Outlook Integration Disable Microsoft Outlook Integration Integrate Linkus Desktop Client with Outlook for Windows This topic describes how to integrate Linkus Desktop Client with Outlook for Windows. Important: Linkus macOS Desktop does NOT support integration with Microsoft Outlook. Requirements Microsoft Outlook · Client: Outlook for Windows · Version: Outlook 2016 or later · Operating System: Windows 10, Windows 11 Yeastar PBX Contact administrator to ensure that the plan of your organization's PBX is En terprise Plan (EP) or Ultimate Plan (UP). Step 1. Set up Outlook integration on Linkus Desktop Client 1. Log in to Linkus Desktop Client, go to Preferences > Integration. 2. Turn on the switch of Enable Outlook Integration. 3. Set up automatic contact creation and call logs synchronization as needed. Linkus Desktop Client User Guide | 17 - Integration | 164 Feature Automatic Contact Creation Call Logs Synchronization 4. Click Save. Instruction With automatic contact creation set up, Outlook will automatically pop up the contact creation page when you receive or make calls with an unknown number that doesn't match an Outlook contact. a. Select the checkbox of Create New Contacts Automatically. b. In the Call Types to Auto-create Contacts drop-down list, select when will Outlook pop up the contact creation page. · Inbound: Inbound call from an unknown number that doesn't match an Outlook contact. · Outbound: Outbound call to an unknown number that doesn't match an Outlook contact. With call logs synchronization enabled, all the call histories with your Outlook contacts will be synchronized to Outlook. To enable call log synchronization, select the checkbox of Synchronize Call Logs Automatically. Step 2. Activate Linkus add-in on Outlook 1. Open or restart Outlook, go to File > Options. 2. In the pop-up window, click Add-ins and click Go.... Linkus Desktop Client User Guide | 17 - Integration | 165 3. In the pop-up window, select the checkbox of Yeastar Linkus Outlook Integration and click OK. 4. In the pop-up window, click Install. Result · The integration of Linkus Desktop Client and Outlook for Windows is set up. · You can make phone calls and utilize call features within Outlook. Linkus Desktop Client User Guide | 17 - Integration | 166 Use Microsoft Outlook Integration This topic shows the usage of the key features that can be achieved after integrating Linkus Desktop Client with Outlook for Windows. Make calls in Outlook Prerequisites Linkus Desktop Client stays logged in. Procedure On your Outlook contact list, right click a contact and select Call with Linkus Desktop, then decide which number you want to call. Linkus Desktop Client will automatically pop up and initiate the call. Note: · You can also make calls to your Outlook contacts by right click ing the recipient or sender in an email. Linkus Desktop Client User Guide | 17 - Integration | 167 · Whenever you initiate a call for the first time after restarting Outlook for Windows, Linkus Desktop Client automatically pops up a window to prompt you to authorize it for making calls from Outlook. Call Popup Prerequisites Outlook for Windows stays logged in. Procedure When you receive an inbound call from an Outlook contact, Outlook will pop up to show the contact's information. Linkus Desktop Client User Guide | 17 - Integration | 168 Troubleshooting: Linkus Desktop Client does NOT display the caller's name? If the Linkus Desktop Client only displays the phone number when re ceiving calls from your Outlook contacts, you need to contact the sys tem administrator to synchronize your Outlook contacts to Linkus clients. Call Journal Prerequisites · Outlook for Windows stays logged in. · You have enabled call logs synchronization. Procedure All outbound calls, inbound calls, and missed call histories with your Outlook contacts will be logged to Outlook automatically, which helps you to keep track of every conversation. You can log in to Outlook, go to the Notes section in a contact editing page to view the call logs. Linkus Desktop Client User Guide | 17 - Integration | 169 Automatic Contact Creation Prerequisites · Outlook for Windows stays logged in. · You have set up automatic contact creation. Procedure When you receive or make calls with an unknown number that doesn't match an Outlook contact, Outlook automatically brings up the contact creation page and logs the phone number. You can update other details and save it as your Outlook contact. Disable Microsoft Outlook Integration This topic describes how to disable the integration of Linkus Desktop Client and Outlook for Windows. Linkus Desktop Client User Guide | 17 - Integration | 170 Step 1. Disable Outlook integration on Linkus Desktop Client 1. Log in to Linkus Desktop Client, go to Preferences > Outlook Integration. 2. Turn off the switch of Enable Outlook Integration. 3. Click Save. Step 2. Inactivate Linkus add-in on Outlook 1. Log in to Outlook, go to File > Options. 2. In the pop-up window, click Add-ins and click Go.... Linkus Desktop Client User Guide | 17 - Integration | 171 3. In the pop-up window, unselect the checkbox of Yeastar Linkus Outlook Integration and click OK. Result The integration of Linkus Desktop Client and Outlook is disabled, along with all the features provided by the Outlook integration. Linkus Desktop Client User Guide | 17 - Integration | 172 TAPI Integration TAPI Integration Guide Integrate Linkus Desktop Client with TAPI Yeastar offers a TAPI software driver that can be installed on your PC to seamlessly inte grate with your Linkus Desktop Client (Windows Desktop). This integration allows you to im plement click-to-call directly from a variety of TAPI-enabled applications (such as your CRM application) using Linkus Desktop Client, eliminating the need for manual dialing of tele phone numbers and thus enhancing productivity. Note: The TAPI integration is available for Linkus Desktop Client (Windows Desktop) on ly. Requirements · PBX Server: Version 37.17.0.16 or later · Linkus Desktop Client (Windows Desktop): 1.8.3 or later · Windows Operating System: Windows 7, Windows 8, Windows 8.1, Windows 10, Win dows 11, Windows Server 2008 R2, Windows Server 2012 R2, Windows Server 2016, and Windows Server 2019 (all 64-bit) Install the Yeastar TAPI driver Download the TAPI driver on Linkus Desktop Client and install the driver on your PC. 1. Log in to Linkus Desktop Client, go to Preferences > Integration. 2. At the top-right corner of the TAPI Integration section, click TAPI Driver Download. Linkus Desktop Client User Guide | 17 - Integration | 173 A YeastarTAPISetup.exe file is downloaded to your PC. 3. Open the YeastarTAPISetup.exe to install the TAPI driver. a. Select the desired language. b. Click Install. Linkus Desktop Client User Guide | 17 - Integration | 174 The TAPI driver installation starts. c. When finished, click Finish to close the installer program. d. In the pop-up window, click OK. 4. Restart the Linkus Desktop Client. Check the installation result of the Yeastar TAPI driver You can check whether the Yeastar TAPI driver is installed successfully on your PC. Linkus Desktop Client User Guide | 17 - Integration | 175 1. Press Win + R to open the Run command window. 2. Type telephon.cpl and press Enter to open the Phone and Modem window. Under the Advanced tab, if you see the Yeastar TAPI Service Provider displayed in the Providers list, it indicates that the Yeastar TAPI driver is installed successfully. Make a test call via Yeastar TAPI driver Make a test call to verify whether the Yeastar TAPI driver is operational. In this example, we use the Windows Dialer app to show how to make a call via Yeastar TAPI driver. Prerequisites · You have logged in to Linkus Desktop Client. · The Dial out immediately setting on Linkus Desktop Client has been en abled. Linkus Desktop Client User Guide | 17 - Integration | 176 · If you have set up default calling app to other driver or app for your PC before, you need to change it to Linkus. For more information, see How to set Linkus as the default calling app. Procedure 1. On your PC, press Win + R to open the Run command window. 2. Type dialer.exe, then press Enter to open the Phone Dialer window. 3. On the top menu, click Tools, then select Connect Using.... Linkus Desktop Client User Guide | 17 - Integration | 177 4. In the Line drop-down list, select Yeastar TAPI Service Provider, then click OK. Linkus Desktop Client User Guide | 17 - Integration | 178 In this way, numbers dialed in the Dialer will be called out through this line. Note: When Yeastar TAPI driver is selected as the line, the TAPI con nectivity on Linkus Desktop Client will be displayed as Connected. 5. In the Number to dial field, enter a phone number and click Dial. Linkus Desktop Client is launched, initiating an outgoing call. Linkus Desktop Client User Guide | 17 - Integration | 179 TAPI Integration Guide (Deutsch) Integrieren Sie den Linkus-Desktop-Client mit TAPI Yeastar bietet einen TAPI-Softwaretreiber an, der auf Ihrem PC installiert werden kann, um nahtlos mit Ihrem Linkus Desktop Client (Windows Desktop) zu integrieren. Diese Inte gration ermöglicht es Ihnen, einen "Click-to-Call" Anruf direkt aus einer Vielzahl von TAPIfähigen Anwendungen (wie Ihrer CRM-Anwendung) mithilfe des Linkus Desktop Clients zu implementieren. Somit entfällt manuelles Wählen von Telefonnummern, verringert die Fehlerquote und steigert somit die Produktivität. Note: Die TAPI-Integration ist nur für den Linkus Desktop Client (Windows Desktop) ver fügbar. Anforderungen · PBX-Server: Version 37.14.0.24 oder neuer · Linkus Desktop Client (Windows Desktop): 1.4.9 oder neuer · Windows-Betriebssystem: Windows 7, Windows 8, Windows 8.1, Windows 10 und Windows 11 (alle 64-Bit) Installation des Yeastar TAPI-Treibers Laden Sie den TAPI-Treiber auf Ihrem Linkus-Desktop-Client herunter und installieren Sie den Treiber auf Ihrem PC. Linkus Desktop Client User Guide | 17 - Integration | 180 1. Melden Sie sich beim Linkus Desktop Client an und gehen Sie zu Preferences > Integration. 2. In der oberen rechten Ecke des Abschnitts TAPI Integration klicken Sie auf TAPI Driver Download. Es wird eine Datei mit dem Namen YeastarTAPISetup.exe auf Ihren PC herunterge laden. 3. Öffnen Sie die Datei YeastarTAPISetup.exe, um den TAPI-Treiber zu installieren. a. Wählen Sie die gewünschte Sprache aus. b. Klicken Sie auf Install. Linkus Desktop Client User Guide | 17 - Integration | 181 Die Installation des TAPI-Treibers beginnt. c. Wenn die Installation abgeschlossen ist, klicken Sie auf Finish, um das Installa tionsprogramm zu schließen. Linkus Desktop Client User Guide | 17 - Integration | 182 Überprüfen Sie das Installationsergebnis des Yeastar TAPI-Treibers. Sie können folgendermaßen überprüfen, ob der Yeastar TAPI-Treiber erfolgreich installiert wurde. Methode Überprüfen Sie das Installationsergebnis auf Ihrem PC. Anleitung 1. Drücken Sie Win + R, um das Fenster "Ausführen" zu öffnen. 2. Geben Sie telephon.cpl ein und drücken Sie die Eingabetaste, um das Fenster Phone and Modem zu öffnen. Unter dem Tab Advanced, wenn Sie den Yeastar TAPI-Dienstanbieter in der Liste der Anbieter sehen, zeigt dies an, dass der Yeastar TAPI-Treiber erfolgreich installiert wurde. Überprüfen Sie die TAPI-Konnektivität im Linkus Desktop-Client. 1. Öffnen Sie im Linkus Desktop-Client die Einstellungen und navigieren Sie zu Preferences > Integration > TAPI Integration. Methode Linkus Desktop Client User Guide | 17 - Integration | 183 Anleitung 2. Im Statusfeld klicken Sie auf , um den Verbindungsstatus zu aktualisieren. Wenn der Status als Connected angezeigt wird, deutet dies darauf hin, dass der Yeastar TAPI-Treiber erfolgreich installiert wurde. Führen Sie einen Testanruf über den Yeastar TAPI-Treiber durch Führen Sie einen Testanruf durch, um zu überprüfen, ob der Yeastar TAPI-Treiber funktion iert. In diesem Beispiel verwenden wir die Windows-Wähl-App, um zu zeigen, wie ein Anruf über den Yeastar TAPI-Treiber getätigt wird. Voraussetzungen: · Sie haben sich im Linkus Desktop-Client angemeldet. · Die Funktion Dial out immediately im Linkus Desktop-Client wurde ak tiviert. · Wenn Sie zuvor eine andere Standardanruf-App oder einen anderen Treiber für Ihren PC eingerichtet haben, müssen Sie diese auf Linkus än dern. Für weitere Informationen siehe: How to set Linkus as the default calling app. Vorgehensweise 1. Drücken Sie auf Ihrem PC Win + R, um das Fenster "Ausführen" zu öff nen. Linkus Desktop Client User Guide | 17 - Integration | 184 2. Geben Sie dialer.exe ein und drücken Sie dann die Enter, um das Fen ster Phone Dialer zu öffnen. 3. Klicken Sie im oberen Menü auf Tools, und wählen Sie dann Connect Using.... 4. Wählen Sie im Dropdown-Menü Line den Eintrag Yeastar TAPI Service Provider aus und klicken Sie dann auf OK. Linkus Desktop Client User Guide | 17 - Integration | 185 Auf diese Weise werden die im Dialer gewählten Nummern über diese Leitung angerufen. 5. Geben Sie im Feld Number to dial eine Telefonnummer ein und klicken Sie dann auf Dial. Linkus Desktop Client User Guide | 17 - Integration | 186 Der Linkus Desktop-Client wird gestartet und initiiert einen ausgehenden Anruf.Apache FOP Version 2.4 oXygen PDF Chemistry Version 22.1 Build 2020-12-17T11:36:52Z