Calls, Messages, and Voicemails
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Upon logging in, you will see the dashboard with Messages being the first page you see. Let’s take a look around the mobile client to familiarize yourself with the app.
The Chat tab is where you will send and receive chat messages and where a list of recent messages will be displayed. Chats are listed chronologically with the newest messages on top. Viewing and sending messages is easy.
To continue a chat, open the message field and continue that conversation.
To start a new chat, tap the + icon in the upper right corner, then choose the menu item from the popup menu.
Tap the Contacts tab, then tap a user, in the user details page, tap the message icon to start the chat.
The Calls tab displays all recent calls, including those you made, received, and missed.
To view only the calls you’ve missed, tap the Calls tab at the bottom of the application.
Then tap the Missed tab.
You can also initiate a new call from this page by tapping the New Call icon.
The Contacts tab contains all of your saved contacts. It is broken down into five distinct areas. All Contacts, which displays all your saved contacts, and your Company Contacts, which displays contacts listed in your company’s directory.
The Keypad tab is used to make calls to numbers that have not been saved as contacts. Additionally, it allows you to enter special FAC to perform various actions, such as retrieving group-parked calls or enabling the "Do Not Disturb" feature.
The Meetings tab is where you can access your upcoming meetings list, join existing meetings, and schedule new ones, allowing you to quickly view and manage your scheduled video conferences.
On the left side of the dashboard, you will see your profile icon displaying your initials. This is the mobile client’s quick menu. To access this menu:
Tap your Profile icon, and the menu window will appear.
Change your presence status: tap the presence status and you can change your status
Personal information is displayed here, including your name and extension.
Here you can mute calls for the mobile app. When this option is enabled, all incoming calls will no longer ring the mobile app but will ring other devices associated with your number or extension.
To access your settings, from the Quick Menu, click on Settings. Here, you have the option to configure the following areas.
There are several ways to place outbound calls using the mobile app.
To place a call from a contact:
Find the contact in either your Favorites list or by searching your Contacts.
Tap their name.
Tap the Call icon under the profile picture or tap the Call icon next to a phone number you want to call.
You can also initiate a call from a Chat Message. From the chat window:
Tap the Call Phone or Camera icon.
To place a call using your app:
Select the Keypad tab from the Main Menu.
Enter a phone number.
Tap on the Dial button.
To transfer a call, during an active call:
Tap Transfer icon.
Select Transfer.
You can transfer the call to a contact/extension user within the contacts list by searching and tapping the contact you wish to transfer the call to.
Or you can transfer the call to an ad-hoc number by using the keypad.
Once selected or entered in the dialpad, the call is transferred to the recipient.
If you are on an active call, you can perform an Attended Transfer to another contact within the company directory or any other number you dial via the keypad.
To do this while on an active call:
Tap Transfer.
Click Attended Transfer.
You can transfer the call to a contact/extension user within the contacts list by searching and tapping the contact you wish to transfer the call to.
Or you can transfer the call to an ad-hoc number by using the keypad.
Enter the number to call it.
Once the third-party answers, the Attend transfer icon will flash, you can then press it to complete the transfer.
A Direct-to-Voicemail Transfer is used when you wish to transfer a call directly to another user’s voicemail. To perform a transfer to voicemail while on an active call:
Click the Transfer button.
Select Transfer to Voicemail.
From the Contact Panel, select the recipient to whom you wish to transfer the call to click on it.
The call will be transferred directly to their voicemail.
To put a call on hold, during an active call:
Tap Hold. The caller will go on hold and hear the on-hold audio based on the Music-on-Hold file that has been set up for your tenant.
Tap the Hold icon again, the call will be resumed.
To park a call to an extension while on an active call:
Click the Transfer button, and select Park.
From the Contact Panel, select the recipient to whom you wish to park the call and click on their name.
The call will be parked on that extension, the extension which the call is parked on he will received the notification, or you can copy the retrieve code and share to him, then he can dial the *881004 to retrieve the call.
If the user is a member of a park group, they can park a call to the group, allowing group members to retrieve the parked call.
To park a call to the group while on an active call:
Click the Transfer button.
Select Group Park.
The call will be parked to the group if the user is a member of a park group. All of the other members of this park group will receive notification and then can simply retrieve the call.
Once a call is parked to an extension user or a park group, the extension user or group members will receive a notification. As shown in the screenshot below, the Call HUB icon on the top title bar will start blinking with red color.
Click the HUD icon. The parked call will appear in the list.
Click the Retrieve button to easily retrieve the call.
Call Flip allows you to quickly transfer an active call from PortSIP ONE to another endpoint, such as PortSIP ONE mobile or an IP phone. To perform a Call Flip while on an active call:
Click the Transfer button.
Select Flip.
Your other devices (e.g., PortSIP ONE mobile or IP phone) will ring. Simply answer the call on the other device.
To access your voicemails, click on the Messages tab. The page is divided into some sections:
Messages: This area displays your team messages with other extensions.
SMS: This area displays your SMS with contacts.
WhatsApp: This area displays your WhatsApp messages with contacts.
Voicemail: This area displays your voicemails.
To access your contact directory, follow these steps:
Open the Contacts Tab Tap the Contacts tab at the bottom navigation menu.
Explore the Contacts Page
All: Shows all your contacts in one list.
Favorites: Displays your favorite contacts, including both extension users and general contacts.
Users: Lists all extension users within your organization.
Company: Displays company-wide contacts.
Personal: Contains your private, personal contacts.
Device: Shows contacts stored locally on your mobile device.
To add a new contact to your directory, follow these steps:
Navigate to the Contacts tab. Tap the +Contact icon at the top bar to open the contact creation window.
Enter Contact Information: In the Add Contact window, fill in the necessary details in the appropriate fields.
If you are a tenant administrator with the necessary permissions to access Company Contacts, you have the option to save a new contact to either Company Contacts or Personal Contacts by tapping the Title. This allows you to manage contacts effectively based on their intended usage and accessibility.
Save the Contact: After entering all required information, click the Save button.
Your new contact will now appear in the My Contacts table.
To quickly access your most frequently used contacts, you can mark them as favorites. Follow these steps to add a contact to your Favorites list:
Click on the Contacts tab located in the main navigation menu.
Select the Users, Company, or Personal tab to view your contact list.
Select the contact: Locate the contact you wish to favor, and tap on the contact to view the details.
Tap the start icon at the upper right corner.
Once tapped, a solid yellow star (⭐) will appear to confirm that the contact has been successfully added to your Favorites list.
Unfavorite a contact: To remove a contact from your Favorites, follow the same steps. The yellow star will disappear, indicating that the contact is no longer in your favorites.
Both the extension users and contacts can be favored.
PortSIP allows seamless communication within your team through internal extension user chat. If the contact you're messaging isn't an extension user, messages will be sent via SMS, MMS, or a WhatsApp channel, ensuring you're always connected.
To access your team messages, follow these steps:
Navigate to the Messaging Tab: Click on the Messaging tab in the main navigation menu.
Understand the Messaging Interface: The page is divided into four sections:
Messages: This is where your team messages are displayed. Messages are usually sorted by date and recipient in chronological order. You can tap the message to view the message details and reply to it.
SMS: This is where your SMS messages are displayed. Messages are usually sorted by date and recipient in chronological order. you can tap the message to view the message details and reply to it.
WhatsApp: This is where your WhatsApp messages are displayed. Messages are usually sorted by date and recipient in chronological order. You can tap the message to view the message details and reply to it.
Voicemail: This is where your Voicemail messages are displayed. Messages are usually sorted by date and recipient in chronological order. You can tap the message to view the message details and play them.
There are two ways to send a new team message:
From the Contacts Menu
Go to Contacts and select the desired extension user.
Tap the user’s name; you’ll be taken to the chat window.
Compose and send your message.
Using the New Message Button
Navigate to Messaging.
Tap the + icon in the top-right corner to open the menu.
Select Create a message.
You’ll be redirected to the chat window; compose and send your message.
Navigate to Messaging.
Tap the + icon in the top-right corner to open the menu.
Create a New Group: Choose Create a group. The New Group window will appear.
Name and Customize the Group:
Enter a name for your group chat.
Optionally, add a description for the group to provide more context.
Add Group Members:
After naming the group, click the Next button to proceed.
From the Extension Users list, select the members you want to add to the group.
Once you've selected all desired members, click Create to finalize the group creation.
Finish and View the Group: Once the group is created, you will see it listed in the Messaging window. You can edit it to upload the picture for the group.
