CommPortal A better way to manage your calling features User Guide Zona is excited to offer you CommPortal! This program is an easy and fun way to manage your Zona calling features from any computer with an Internet connection. With CommPortal, you can • • • • • Listen to your voicemail View history of incoming and outgoing calls Set your call-forwarding options Create contact lists And so much more! The best way to learn MyPortal’s capabilities is to dive right in start configuring options. It’s fun and this is a guide to help you explore which features are most useful to you. If you have downloaded this guide and would like to start using MyPortal, note that you have to be a Zona customer and be subscribed to either the Four Life or Full Life phone plans. For pricing, go to zonacommunications.com and to sign up for services call us at 623-455-4555. Thanks! Table of Contents Getting Started .............................................................................................................2 Dashboard.....................................................................................................................3 Messages and Calls......................................................................................................4 - 11 Contacts........................................................................................................................12 - 16 Speed Dial......................................................................................................................16 Call Forwarding.............................................................................................................18 - 21 Find Me Follow Me........................................................................................................22 Call Screening................................................................................................................23-26 Reminder Call................................................................................................................27 Call Blocking (Outgoing)..............................................................................................28 CommPortal Assistant...................................................................................................29 Click to Dial....................................................................................................................30-31 Getting Started To get started, go to myportal.zona.net and you will see the following login screen: For your first time logging in, use your Zona home phone number including area code (do not include dashes).Your password will be the last 4 digits of your property address. For instance, if your address is 24560 N 190th Ave, then your Password would be 4560. During your initial login, the first thing we recommend that you do is change your password. To do this, click on the “Settings” tab, which is located to the far right on the top menu. Next, click on the Next to Password, enter your new password. The password MUST be all numeric characters. Confirm the password and click the “Change Password” button. On the same page, you have the option of changing the Call Services PIN. This is not your CommPortal password, but the password required to access your voicemail from a phone. Now you can start exploring the various features offered to you. If there is a feature that is not available to you, you can request it in Zona’s Web Selfcare at www.zonacommunications.com Page 4 Dashboard The Dashboard is the default screen and provides a way to quickly access some of your key features. Messages: Gives you a glance of how many messages you have, and your total number of messages. You can click the link to go and manage those messages. Missed Calls: This displays recent missed calls. If calls are from people in your in your contact list, you can click the caller’s name to jump directly to their contact list entry. Contacts: Provides an easy way to look up a contact by name and view their details. Settings: Shows the current settings for some of your key services Page 5 Messages and Calls The Messages & Calls tab lists all of the voicemails in your inbox. New messages appear in Bold Type. For each message in your inbox, you can see who the caller was, the time of the call, and the length of the message. Your message may also contain special System Messages, such as delivery failure notifications. The following actions are available to you on this tab: • Play a voicemail or save a local copy on your computer • Manage your voicemails by deleting them, or marking them as either new or heard • Forward a voicemail • View contact details or add new callers to your contact list. PLay or Save a Voicemail To Play Voicemails, click on the or icon next to the number to bring up the Voicemail Player To save a copy of the message on your computer, right click on the Save Target As... or Save Link As... Page 6 or icon, and select Manage your Voicemails To delete one or more messages, select the checkboxes next to the messages you wish to delet, and then press the “Delete” button at the bottom of the panel. To quickly select or deselect all messages, use the checkbox at the top of the list. Messages are automatically marked as listened to when you play them. To mark one or more messages as New (to appear in bold), slect the message and press “Mark As New” at the bottom of the panel To forward a voicemail as an email: Click the icon corresponding to the message you wish to forward and select Forward as Email to bring up the Forward as Email overlay (see graphic below). The Forward as Email overlay allows you to: • • • • Enter a recipient in the To field (you can also send it someone from the contact list) Specify additional recipients in the Cc or Bcc fields Adjust the subject line of the email message Add text to be included with the voicemail attachment. Page 7 Automatic Voicemail to Email You can have the option for your voicemails to automatically forward to one specific email address. The message will be attached as a WAV file and the subscriber name will appear as the sender. To set up Automatic Voicemail to Email (see graphic on next page) 1. 2. 3. 4. Click on the Settings tab located on the top and far left of the window. Click on the “Messaging”tab Click on the “Settings” Tab Click on the radio button next to “Auto-forward all voicemail messages and faxes to this email address:” 5. Select an email address from contacts or type one in. 6. If you would like a copy of the message in MyPortal, make sure the radio button is checked next to “Leave a copy of forwarded voicemail messages and faxes in the inbox.” 7. You MUST click on the “Apply” button on the lower right hand screen for changes to take effect. 1 2 3 4 5 6 7 Automatic Voicemail to Email Page 8 Outdial Notification This feature enables you to configure the voicemail system to call you whenever you receive a new message. You can choose whether you want to be called every time you receive a message, or only when you receive a certain type of message, for example, an urgent message. 1. Click the “Settings” tab at the top of the Window 2. Click the “Messaging” tab under Call Manager. 3. Click the “Outdial” tab 4. Check the box next to “Send outdial notification of incoming messagees according to the schedule”. By clicking on “scedule” you are given several options for when the notifications will be sent. 5. Input the phone number that will receive the notification (cell phone, work, etc.). 6 Select voicemail types you would like to receive (urgent or all.) 7. Select the number of retries and the delay between each retry. 8. Choose whether you want the notifications to stop when you answer the notification, or when you access your voicemail. 9. You MUST click the “Apply” button for changes to be made or “Cancel” to discard changes. Page 9 Mailbox Settings These settings allow you to customize your experience when accessing your mailbox via telephone. 1. Click the “Settings” tab at the top of the Window. 2. Click on the “Messaging” tab. 3. Click on the “Mailbox” tab. 4. Under “Mailbox Settings” you are given the following options: • Skip PIN: This allows you to access your mailbox from your own telephone without entering your PIN. Be aware, however, that anyone with access to your phone can listen to your voicemails. • Fast Login: Generally, when your dial into your mailbox you are asked to enter both your phone number and PIN. However, if Fast Pin is enabled, pressing # instead of your phone number will leave you only needing to enter your PIN. • Autoplay Voicemail: After logging into your voicemail, you will begin hearing your messages instead of hearing the main menu. • Voicemail Playback: When your messages are played to you, you can choose whether you wish to hear the message details, the message itself, or both 5. Click on the “Save Settings” tab. 1 2 3 4 Page 10 Outdial Notification This feature enables you to configure the voicemail system to call you whenever you receive a new message. You can choose whether you want to be called every time you receive a message, or only when you receive a certain type of message, for example, an urgent message. To activate and configure Outdial Notification (see graphic below): 1. Click the “Settings” tab at the top of the Window 2. Click the “Messaging” tab under Call Manager. 3. Click the “Outdial” tab 4. Check the box next to “Send outdial notification of incoming messagees according to the schedule”. By clicking on “scedule” you are given several options for when the notifications will be sent. 5. Input the phone number that will receive the notification (cell phone, work, etc.). 6 Select voicemail types you would like to receive (urgent or all.) 7. Select the number of retries and the delay between each retry. 8. Choose whether you want the notifications to stop when you answer the notification, or when you access your voicemail. 9. You MUST click the “Apply” button for changes to be made or “Cancel” to discard changes. 1 2 3 4 5 6 7 8 9 Override Notification This feature is similar to Outdial Notification (see prior page); however, it gives you the option to receive notifications for a different period of time than Outdial Notification. For example, while you are on vacation, you might only want to be notified of urgent messages and you might want to be notified in a different way from normal. Important: Outdial Notification must be actived in order for Override Notification to function. see page X to activate Outdial Notification. Page 11 Greetings This page allows you to configure which greeting will be played to callers who get forwarded to your voicemail. You can choose to either use a standard system, or to record and use a personal message of your choice. The Greetings page is split into two sections, “Configure Greeting” and “Record Greeting”. Configure Greeting You are given the option for the following greeting options: • Personal: This is a recording that you create from your phone or the Greeting Recorder (See page X) • System - This Plays the normail system greeting, with no identifying information • System with Number - This plays the normal system greeting, including your phone number. • System with Name - This plays the normal system greeting, but includes your recorded name. This option will only appear if you have recorded your “spoken name” Page 12 Greeting Recorder: MyPortal gives you the option to record your voicemail message from your computer. The interface for recording is simple; however, you must have a microphone for this feature. The following is an image of the Greeting Recorder and an explanation of its icons. Starts recording. This will overwrite any message you have previously recorded. Plays back your recorded message. This action will be unavailable if you have not yet recorded a message. Stops recording or playing the message. This control allows you to adjust the gain of your microphone. While recording, the lights above this control will show how lould the signal is from your microphone. If the gain is set correctly then several green lights should appear while you are recording. If only one or two appear, then the gain is set too low and your message will be too quiet. If red lights appear then the gain is set too high and your message will be distored. This control allows you to adjust the playback volume. You can mute or on-mute playback by clicking the or incons, and adjust the slider to set a particular volume level. When you first attempt to record a message, an “Adobe Flash Player Settings” overlay will appear. Ensure that the “Allow” radio button is selected, and if you do not wish to be shown these settings in future tick the “Remember” checkbox. To record a message you need to carry out the following steps. • When you are ready to record your message, press the button. • Read your message into your microphone, and when you have finished, press the button. • Playback your message to check that it has recorded correctly by pressing the button. Page 13 Contacts & Speed Dial The Contacts page allows you manage Contact Lists and Speed Dials Contact List The contact list allows you to store information about your telephone contacts. Adding contacts to this list makes other features easier to use. For example: • When you receive a call, if the caller is configured in your contact list then instead of seeing their telephone number in your call history, you will see their name • When configuring services such as rejecting callers, you can select people from your contact list to reject calls instead of needing to enter their phone numbers explicitly. Note: When multiple telephone numbers are configured, one number can be identified as the main (or default) number. Similarly one of the email addresses can be marked as the main one. Your contact list may also contain groups, which make it easy to group together individual contacts whom you wish to refer to all at once. Groups may also be nested within other groups. Contacts and Groups Page 14 Add a Contact To add a new contact, click on the “New Contact” button on the bottom of the screen. Add information about each contact Each contact list entry may contain: • • • • • • • First and Last Names Nickname Job Title, and organization Home,work, cell, fax and other telephone numbers Two email addresses An SMS address Home and work postal addresses Once you have finished entering the details for the new contact, click the “Save” button to submit your changes. If you wish to discard the new entry, click “Cancel”. Finding a Contact List Entry There are multiple ways of finding an existing contact list entry. • Alphabeticall by name. Scroll through the names in the contact list column, and click on the one you want to view the details of. • Searching by name. To search by name type the first few letters of any component of the name into the search box at the top of the contact list column. • Searching by number. To search for a contact by number type the first few digits of one of their telephone numbers into the search box. Editing a Contact Entry To edit an existing contact, first find the contact you wish to edit and select it to make it appear in the details column. Click the “Edit” button below the details column. Make the necessary updates, and then click either the “Save” or “Cancel” buttons to commit or discard your changes. When editing a contact, you can also change which groups it is a member of. Add a Group To add a new group to the contact list, click the “New Group” button below the contact list column. There are entry field for the Group Name and a numerical ID you can use to refer to the group over the telephone. You can also select individual contacts and groups to be added as group members by ticking the checkbox along their names in the rightmost column. This column also holds a search box which can be used to quicly locate the names you want if you already have a long contact list. Once you have finished entering the details for the new group and selecting its members, click the “Save” button to submit your changes. If you wish to discard the new group, click “Cancel”. Page 15 Contact List Import This feature allows you to import contacts from another application such as Microsoft Outlook or Outlook Express. This provides a very quick way of populating your contact list if you have already contacts defined in another application. If you maintain multiple contact lists this feature can also be used to periodically update your contact list with the changes you have made to contacts in other applications. To import contacts, you must first generate a CSV file containing them. This file is typically generated by exporting your contacts from another application. For example, the following steps describe how you would export your contacts from Microsoft Outlook. Note: the steps may vary slightly depending upon the version of Outlook you are using. Exporting Microsoft Outlook Contact List: • • • • • Select File > Import and Export from the main menu Choose “Export to a File” and press the Next button Choose Comma Separated Values (Windows) and press the Next button Select your Contacts folder and press the Next button Choose a location to save the CSV file to and press the Next button. Remember where you have saved the file as you will need this shortly again. • Press the Finish button. Once you have created a CSV file containing your contacts, you can import them by pressing the Import button on the Contact List tab. This will bring up the Import Contacts overlay. 1. Press the “Browse” button, and locate the CSV file containing the contacts you wish to import. 2. Select what you would like to happen if a contact you are importing “matches” a contact already define in your contact list. See the section below on Matching Contacts. 3. Press “Import” to start the import operation. If you are importing a large number of contacts, this may take a while to complete. 4. Once the process has completed, you will be shown counts of the number of new contacts added, existing contacts updated, and, if appropriate, counts of how many existing entries were deleted and how many contacts were ignored (see Matching Contacts). At this stage you can also press the “Details” button to check what updates have been made to your contact list. 5. Having checked the counts and details, if you are happy then press the “Confirm” button to commit the changes. If you’re not happy, press the “Cancel” button - the import operation will be abandoned, and no changes will be made to your contact list. Matching Contacts Generally, an imported contact is considered to “match” an existing contact if they have the same name. The only exception to this is if you have previously exported your contacts using Native Format. Page 16 1. If there is a match, but the two versions do not contain any conflicting information then the import operation will simply add any additional details from the imported version of the contact to the existing version. 2. If there is a match, and the two entries conflict with one another, e.g. you have an existing entry for John Smith with his address as “101 Mountainview Drive”, and you are importing an entry for John Smith which has his address as “17 Pelican St” then what happens depends upon the action you choose in the import contacts overlay. • Overwrite the contact. The imported version will overwrite the version already in your contact list. You should select this option if you are confident that the list of contacts you are importing will always contain the most up-to-date information. • Duplicate the contact. The imported version will be added as a new contact list entry, so, in the example above you will end up with two entries for John Smith. You can then go through an manually choose whether to keep one or both entries once the import process has completed. • Ignore imported entry. The entry will not be imported, and the version currently in your contact list will be left unchanged. You should select this option if you are confident that your existing contact list will always contain the most up-to-date information. Contact List Export This feature allows you to export your contacts as a CSV text file. This is useful if you wish to import your contacts into another application such as Miscrosoft Outlook of Outlook Express. To export your contacts, press the “Export All button on the Contact List tab. This will bring up the ”export contacts” overlay. 1. Select the appropriate “Export Mode” from one of the following • Outlook/Outlook Express compatible. You should select this option if you wish to subsequently import your contacts to Microsoft Outlook, Outlook Express or some other application that supports importing contacts from Outlook or Outlook Express. • Windows Contacts on Vista. You should select this option if you wish to subsequently import your contacts to Windows Contacts on Vista. • Native Format 2. Press the “Export” button 3. Once the export operation has completed, you will have the opportunity to specify where you wish to save the exported file to. Exporting in Native Format Native format is generally only of use to advanced users. Page 17 In native format, each exported contact list entry also includes a unique numerical identifier. If a CSV file containing such identifiers is subsequently re-imported, then contacts in the CSV file are considered match entries in the contact list if their numerical identifiers match; mtaching is done on the basis of the Identifier in preference to using the contact name. This is valuable if, for example, you wish to export your contacts to a spreadsheet, make a set of changes and then re-import them - even if you change a contact’s name, it will still be correctly correlated with the existing contact list entry. Speed Dials Speed Dials allow you to allocate short codes to numbers you call often. This screen shows you the list of speed dials you already defined, and provides you with a form for configuring more. To add a new speed dial entry, you must enter the following information and then click the “Add” button: • Speed Dial: This is the short number you will use when dialing from your phone. The short code should range from 1 thru 9 and 20 thru 49. • Number: This is the full number that you wish to call when using this speed dial entry. To delete a configured speed dial entry, click the “trash can” icon next to the entry. To delete all of your speed dials, click the “Clear List” button at the lower left hand corner. In order for any changes to your list of speed dials to take place, you must click on the “Apply” button to commit changes, or the “Cancel” button to discard your changes. Speed Dials Page 18 Call Forwarding This section provides an explanation of and assists you in configuring the following call forwarding features in CommPortal: • • • • • • • Forwarding Destinations Unconditional Call Forwarding Selective Call Forwarding No Answer Call Forwarding Busy Call Forwarding Find Me Follow Me Sim Ring Forwarding Destinations: Before you configure any call forwarding feature, you must create destinations to have calls forwarded to. This step is separate from the contacts that you create and is accomplished under “Forwarding Destinations”. To configure Forwarding Destinations (See window below): 1. Click the “Call Manager” tab at the top of the windoww 2. Click the “Forwarding” tab under Call Manager. 3. Click the “Forwarding Destinations” tab 4. To create a new forwarding destination, under “New Destination” add a description in the “Destination” field and the phone number in the “Number” field. 5. Click on the “Add” button underneath. 6. You may delete forwarding destinations by clicking on the garbage icons next to the Destination and Number. 7. To clear the entire forwarding destination list, click on the “Clear List” button on the bottom left of the window. 8. After you have made your changes, click the “Apply” button on the bottom right window. 1 2 3 6 4 5 7 8 Page 19 Unconditional Call Forwarding (UCF): This feature forwards all calls to a selected number without ringing your subscribed number. In order to activate UCF (See Window Below): 1. Click the “Call Manager” tab at the top of the windoww 2. Click the “Forwarding” tab under Call Manager. 3. Click the “Immediately” tab. 4. Click the sqaure next to “Forward calls immediately”. 5. Select a forwarding destination from the drop down menu or enter a number in the field box. 6. Make sure the “No” radio button is selected underneath the question “Ring my phone once a call is forwarded?” 7. Click the “Apply” button at the bottom of the screen. 1 2 3 4 5 6 7 Unconditional Call Forwarding Page 20 No Answer Call Forwarding (NOACF): This feature will forward an incoming call if there is no answer on the subscribed line. The call will not go to the the subscribed line’s voicemail. In order to activate NOACF (See Window Below): 1. Click the “Call Manager” tab at the top of the Window 2. Click the “Forwarding” tab under Call Manager. 3. Click the “Busy/No Answer” Tab 4. Click the sqaure under “Forward calls when no answer”. 5. Select a forwarding destination from the drop down menu or enter a number in the field box. 6. Set the time the phone will ring before the incoming call is forwarded (up to 60 Sec.) 7. Click the Apply button at the bottom of the screen. 1 2 3 4 5 6 7 Page 21 Busy Call Forwarding (BCF): This feature will forward an incoming call if there is a busy signal on the subscribed line. In order to activate BCF (See Window Below): 1. Click the “Call Manager” tab at the top of the Window 2. Click the “Forwarding” tab under Call Manager. 3. Click the “Busy/No Answer” Tab 4. Uncheck the radio button next to “Use the same call forwarding configuration for both services” 5. Click the sqaure under “Forward calls when busy”. 6. Select a forwarding destination from the drop down menu or enter a number in the field box. 7. Click the Apply button at the bottom of the screen. 1 2 3 4 5 6 7 Page 22 Selective Call Forwarding (SCF): This feature will forward a list of selected incoming calls to a chosen number. In order to activate SCF (See Window Below): 1. Click the “Call Manager” tab at the top of the Window 2. Click the “Forwarding” tab under Call Manager. 3. Click the “Selected Callers” Tab 4. Check the box next to “Forward calls immediately if they are from selected callers”. 5. Click the “Edit List” button at the bottom of the window to add or delete incoming numbers that will be forwarded. 6. Select a forwarding destination from the drop down menu or enter a number in the field box. 7. Make sure the No radio button is selected next to “Ring my phone once when a call is forwarded.” 8. Click the “Apply” button at the bottom of the window. 1 2 3 4 6 7 5 8 Page 23 Find Me Follow Me This service redirects calls that you receive to one or more alternate destinations. You may configure multiple destinations to ring in turn, simultaneously, or a combination of the two. For instance, you can set the order to ring your cell phone, home phone and another cell phone. If the phone is not picked up it you can configure it to go to either the last phone rang or your home phone. To activate and set a list of numbers for FM (See Window Below): 1. Click the “Call Manager” tab at the top of the Window 2. Click the “Follow Me” tab under Call Manager. 3. Check the box next to “Forward calls immediately to one or more selected callers”. 4. To add a number in the sequence, click “Add Rule” on the lower left hand side of the window. 5 Select a number from the dropdown menu. You have three options to choose from • My Phone. Use this value if you wish to ring your own number. • Forwarding Destination (See page x) • Or you can select “Other” and input a specific phone number. 6. The default ring time is 36 seconds; however, you may set this from 1 to 60 seconds. 7. Step. This defines which step the rule belongs to. All destinations referred to by rules in step one ring first, then those referred to by rules in step two and so on. You have a maximum of six steps 8. Permit Forwarding: This defines whether or not the destination configured by this rule is allowed to forward the call (e.g. to voicemail or another telephone number). Note: if any of the destinations you configure to ring forward the call to voicemail then this will count as the call being answered, and no further destination will be tried. This can be avoided by setting this value to No for all destinations other than the last one you wish to ring. 9. This is a friendly name that you wish to refer the rule by. 10. To edit a rule, click on its row. 11. You have an option to edit the rule and repeat steps 5 thru 9 or to delete the rule entirely. 12. You MUST click “Apply” on the lower right hand side of the window for the changes to take effect. 1 2 3 5 6 8 7 10 11 9 12 4 Page 24 Call Screening Selective Call Rejection (SCR) SCR rejects calls from specific callers. Rejected callers hear an announcement telling them that you do not wish to take their call. To activate and set a list of numbers for FM (See Windows Below): 1. Click the “Call Manager” tab at the top of the Window 2. Click the “Screening” tab under Call Manager. 3. Check the box next to “Reject calls if they are from selected callers”. 4. To add or delete numbers from the list click on the “Edit List” button located on the lower left area. This will open a new window titles “Selective Call Rejection Screening List”. 5 You have the option of adding specific numbers or choosing from the Contacts List. To remove a number from the list, click on the “trash can” icon next to the number. 6. Click the OK button to save changes to the list or the Cancel button to cancel changes. 7. You also have the option to clear the entire list by clicking on the “Clear List” button. 8. You MUST click the “Apply” button on the lower right hand area in order to finalize changes. 1 2 5 3 7 6 4 Selective Call Rejection Screen Page 25 8 Do Not Disturb This feature will reject all incoming calls and all callers will hear an announcement telling them that you do not wish to take their call. You also have an option to have a courtesy ring to notify you of incoming calls. To manage Do Not Disturb: 1. Click the “Call Manager” tab at the top of the Window 2. Click the “Screening” tab under Call Manager. 3. Click on the “Do Not Disturb” tab. 4. Check the box next to “Reject all calls immediately” to activate Do Not Disturb 5 You have the option of receiving a courtesy ring to notify you of an incoming call. The default, No is for no courtesy call 1 2 3 4 5 Do Not Disturb Page 26 Priority Call This option causes calls from specific callers ring your phone with a distinctive ringing signal. To manage Priority Call (See Windows Below): 1. Click the “Call Manager” tab at the top of the Window 2. Click the “Screening” tab under Call Manager. 3. Click the “Priority Call” tab 4. Check the box next to “Make calls ring distinctively if they are from selected callers”. 5. To add or delete numbers from the list click on the “Edit List” button located on the lower left area. This will open a new window titled “Priority Call Screening List”. 6 You have the option of adding specific numbers or choosing from the Contacts List. To remove a number from the list, click on the “trash can” icon next to the number. 7. Click the OK button to save changes to the list or the Cancel button to cancel changes. 8. You also have the option to clear the entire list by clicking on the “Clear List” button. 9. You MUST click the “Apply” button on the lower right hand area in order to finalize changes. 1 2 6 3 4 8 7 9 5 Priority Call Page 27 Anonymous Call Rejection (ACR): This feature rejects calls from callers who withhold their caller ID. Rejected callers hear an announcement telling them that you do not wish to take their call. 1. Click the “Call Manager” tab at the top of the Window 2. Click the “Screening” tab under Call Manager. 3. Click the “Anonymous Rejection” tab 4. Check the box next to “Make calls from anonymous callers”. 5. You MUST click the “Apply” button on the lower right hand area in order to finalize changes. 1 2 3 4 5 Anonymous Call Rejection Page 28 Reminder Call The Reminder Call service allows you to configure your phone to ring at a specified time (for example, as a wake-up call). The Reminders tab shows you a list of reminder calls you currently have scheduled, and provides you with a form for configuring additional reminder calls. Reminder calls may be scheduled to occur either: • once at a time of your choice in the next 24 hours • every week at a time and day of your choice • every day at a time of your choice • every weekday at a time of your choice. You may schedule multiple reminder calls, and these may be any combination of the above types. To schedule a new reminder call: 1. Click the “Reminders” tab at the top of the Window 2. Next to “Occurs”, specify whether you want the reminder to occur just once (in the next 24 hours), or whether it will be repeated on a regular basis. 3. Specify the time of day you wish your reminder call to be scheduled for (It is always relative to Arizona time). 4. Click the “Add” button. 5. You MUST click the “Apply” button for changes to be made or “Cancel” to discard changes. 6. To cancel all your reminder calls, press the “Clear List” button. 1 2 3 4 6 5 Page 29 Call Blocking This service allows you to restrict which types of calls can be made from your telephone. To change the types of calls that are blocked: 1. Click the “Settings” tab at the top of the Window. 2. Click on the “Blocking” tab. 3. Select which call type(s) you wish to have blocked. 4. You MUST click the “Apply” button for changes to be made or “Cancel” to discard changes. 1 2 3 4 Page 30 CommPortal Assistant MyPortal gives you the option to download a desktop toolbar which allows you to • quickly access contacts • receive notificiations of new voicemails • configure call services. To install CommPortal Assistant: 1. Click the “Settings” tab at the top of the Window 2. Click the “CommPortal Assistant” tab 3. Click on the link “download the toolbar installer” and follow prompts. 1 2 Click to Dial This feature allows you to initiate an outbound call from MyPortal using either your homephone or another phone without manually dialing their number. For instance, if someone leaves a voicemail, instead of dialing the numbers on your phone, you can click on that person’s name or phone number. Your phone will ring, and once you pick up the phone it will begin ringing that person. If you choose to use a phone other than your home phone, your home phone caller information will display on the phone receiving your call. This feature allows you to reply faster to voicemails, and makes it appear that you are calling from your home or business phone. Page 30 Using Click to Dial 1. There are different ways to initiate a phone call using Click to Dial • Clicking on a phone number brings up a menu of options. Click the option that states “Dial” next to the phone number (e.g. Dial (623) 455 4555). You may do this anywhere you see a phone number or contact. • Clicking on the or icon will allow you to enter a phone number manually. 2. After clicking a phone number, the following screen will show up indicating that you need to pick up your phone before the call can be initiated. Pressing “Close” will not end the call, but close the screen. 3. After picking up your phone, you will see the following screen indicating that you are now phoning the recipient. Pressing “Close” will not end the call, but close the screen. Page 32 To dial using a different phone The default option is to have the phone ring your subscribed phone. However, if you would like another phone to initiate the call do the following: 1. Click on Settings 2. Click on Preferences 3. Under “Click to Dial” click on the radio button labelled “Use remote telephone” and enter an alternate phone number. 4. You MUST click the “Apply” button on the lower right hand area in order to finalize changes. Page 33
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