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Cloud Voice Quick Reference Guide

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Cloud Voice

Quick Reference Guide

CLtel

107 N. 4th Street

Clear Lake, Iowa 50428

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Welcome!

Welcome to Cloud Voice from CLtel! This guide is intended to get you up-and-running for the basic features associated with the product. For more in-depth information, please see:

Cloud Voice End User Guide Cloud Voice Administrator’s Guide

As always, you can contact our local customer care team at 641-357-2111 and we will be happy to assist you.

CommPortal is the web portal used to configure the features on your new phone system. With CommPortal, you can:

View missed calls

Listen to voicemail messages Manage your contacts

Set-up rules to route your calls And many others

To get started, go to the login page at:

https://wsc.cltel.com

Use your 10 digit phone number as your user name and 0000 as the password.

Once you log in, go to the Settings tab, and find the Security sub tab. Enter your new personal password. Click Confirm to save your changes.

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Getting Oriented

Once you are logged in, you will be on the main CommPortal screen:

Dashboard – Quick view of most common functions Messages and Calls – Access call history

Contacts – Store and retrieve contact information

Call Manager – Manage how your incoming calls are managed Apps – add any applications to your service

Groups – view and change your group settings Settings – change your call settings

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Message, missed call

indicators

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CommPortal Dashboard

CommPortal Dashboard is the main screen for the portal. On it, you can view

things such as recent calls, messages, contacts, and customized settings.

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Voicemails – click this area to view and retrieve any voicemails

Contacts – Import your contacts from Outlook or create new ones, then

click on their name to dial

Use the ‘Call’ button to make a new call – use for numbers that may not

be in your address book

List of missed calls – if you click one you will have the option of calling the

number back

Active settings – for instance, if you are forwarding your number, it would

appear here – click to adjust

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Messages and Calls

The Messages and Calls tab displays all the recent call activity you have had.

Here you can retrieve voicemails and view calls based on whether they were

missed, answered, dialed, or deleted.

Click on one of the sub-tabs to get more detail. Click the ‘play’ button to

listen to a voicemail. Note that you can listen to your voicemails in any order.

The window (seen to the right above) will open – you will have the option to

save or delete either on the player screen or main screen.

Click the ‘New Voicemail’ button at the bottom of the page to record and

leave a voicemail as a memo (note – your computer requires a microphone).

Click the at the end of the line to View Contact, Add to Contact, Reply or

Forward.

From the Missed, Dialed, and Received tabs, you can click on the name and

either call or jump to their contact information.

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Contacts

The contacts tab enables you to manage all of your contact information.

Within it, you can create new contacts (using recent call information like a

missed call, or create from scratch), create groups of contacts, or

import/export your contacts.

The fastest way to add your contacts is to import them from your email

program. If you’re using Microsoft Outlook, here’s how:

Open Outlook and go to the ‘File’ tab – then ‘Import and Export’

A new window should appear

Select Export to File – click Next

Select Comma Separated Values from the list and click Next Select Contacts from the folder tree and click Next

Save exported file as ‘Outlook Contacts’ and click Next – save in a place you can remember like the Desktop or My Documents

Go back to the CommPortal Contacts tab Click the Import button

Click the Browse button to find the ‘Outlook Contacts’ file Click Import

Your contacts are now in CommPortal!

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Create new contacts, groups, import, or export using these buttons Set up your personal speed dial

numbers using this button

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Call Manager

The Call Manager tab is where you view or change the calling rules you have in place.

Forwarding enables you to route calls to a 2nd number (like a home or mobile number).

To set up, choose how you’d like no answer or busy calls to be handled. If you do not set up, calls will be sent to voicemail.

Screening enables you to block certain numbers. Two options are available. Selective Rejection allows you to enter a list of numbers that will be blocked; Anonymous rejection blocks all anonymous calls (for instance, many tele-marketers will call anonymously).

Summary – quick view of your settings

Forwarding – set up call forwarding

Screening – reject unwanted calls

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Apps/Groups

Apps allows you to access various applications to your phone service. At this time, CommPortal Assistant is the only

application available for download, but there may be more in the future.

Once you get more comfortable with CommPortal, we recommend you download CommPortal Assistant.

The Groups tab shows you what Call Pickup groups and Hunt Groups you are a member of. Here you can make changes such as sign in and out of a Hunt Group.

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Settings

The Settings tab contains most of your personal and call handling preferences.

The Account tab enables you to manage your passwords (see page 1)

The Calls tab allows you to make additional changes in call forwarding and caller ID Preferences.

The Messages tab enables you to receive a notification of a voicemail as an email.

Greetings can also be configured by following the prompts in the Greeting section. Here you can personalize your voicemail greeting by recording an announcement.

Account – change personal details and passwords Calls – set up call handling preferences

Messages– set up voicemail greetings

Account Codes – if codes are used by your company for client management

Notifications – how voicemails will be alerted

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Settings

The Notifications tab enables you to customize how you are notified of a voicemail. You should not need to use this tab frequently.

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