Getting Started with MultiLine Desktop App (2).pdf

Read on to learn about calling in MultiLine Desktop. 

Overview

MultiLine Desktop supports 1:1 voice calls. You can also place a call on hold and switch between them. 

How to use Desktop Calling

Making a call

There are multiple ways to make calls in MultiLine Desktop. 

Calls Screen

The first time you go to the Calls screen, click the Make a Call button to place your first call.

After you place your first call, your list of recent calls will appear on the Call logs screen.

1. Use the Search icon to search your recent Calls.
2. Use the Dialer icon to bring up the Dialer screen. 
3. Clicking a Call log will display the call history and contact information, if available. For a saved Contact clicking on the Contact name or Contact picture will take you to the specific Contact detail page.
4. You can easily call or message a contact again from this screen by clicking the Call and Message icons.

Dialer Screen

From the dialer, you can manually dial a number or enter the first or last name of a contact to pull up their number. 

Entering a number:

Entering a name:

Complete dialing the number, or select the contact, then click the Start Call button.

In-Call Screen

The In-Call screen will appear when someone you call answers the call, or you answer a call from someone else. 

1. Use Mute to cut off your microphone. You can hear the other caller, but they can't hear you. Press it again to turn your microphone back on. 
2. Use Hold to suspend the call. The call will not be disconnected, but neither party will be able to hear the other party during the hold. Press it again to end the hold. 
3. Open the Keypad to dial numbers. 
4. Use the End Call button to end the call. 

Accept or reject incoming calls

Your incoming call screen and notifications may appear differently depending on what you're doing.

Incoming Call Notifications and Screens

Whether you're on the MultiLine Desktop tab or window, the ringtone will play and a visual notification will display when you receive an incoming call. 

If the caller is in your contacts, you'll see their contact information on the incoming call screen and options to Reject and Accept. Clicking Reject will send the user to your voicemail, and Accept will answer the call.

As you move through screens on MultiLine Desktop when you're on a call, the call window will follow. You can move it by clicking and dragging.

If you receive another incoming call, your option to accept or reject the incoming call will appear below your ongoing call. If you accept a call while on a call, this will automatically put the person you're currently talking to on hold. 

A window will appear with the two calls. From this screen you can swap calls, and perform other actions. 

Place a call on hold

Click the Hold button to put the call on hold.

After putting the call on hold, you can dial a number by clicking the Keypad.

When you have two ongoing calls, your ongoing call window will display the information of the two parties. You can only speak to one party at a time the other will be placed on hold. 

You will see the Mute icon, Hold icon, and End Call icon for the party you are speaking with. You will see the Swap Call icon for the party on hold. Click the Swap Call icon to put the party you're speaking with on hold, and begin speaking to the other party.

Use the Call Handling settings in the mobile app MultiLine Settings menu to set in MultiLine Desktop. 

Read on to learn about messaging and group messaging in MultiLine Desktop.

Overview

When it's your first time on the Messages screen, click Start a Chat to send your first message. 

At the new message window, begin typing the first or last name of someone in your saved contacts, or a mobile number.

After you've entered at least 4 digits (including country code) or letters, you'll see a list of auto-suggestions. Note: only saved contacts will appear in the auto-suggestions. 

When you have your desired participant(s), you can begin typing your message in the Type your message... field. 

Press the enter or return key, or click the Send Message icon to send the message.

Navigating your messages

Once you've sent at least one message, your list of Messages will appear on the screen.

1. Click any Message to see your Message history.
   
2. Click the Search icon to search your messages by name or number. Note: search does not search message content. 
   
3. Click the New Message icon to start a new message.
4. Click the menu icon to see Contact Information or Mute Notifications
   1. Select Contact Information to see the Contact Information screen. If the user is in your contacts, you'll see the information stored. If not, you'll be able to add the user to your contacts from this screen.
      1. User is in contacts:
         
      2. User is not in contacts:
         
   2. Select Mute Notifications to stop sound and visual notifications when the contact messages you. You will see the messages sent to you when visiting the message thread. 

When you have new messages there will be an orange badge notification on the Messages tab. 

Threads with new messages will have an orange badge notification. The number represents how many unread messages are in the conversation thread. 

How to use group messages

Creating a new group message

For messages and group messages, you can add participants by name or phone number. Before you can add additional participants, you must complete entering the name or number by pressing enter or comma, or selecting a result from the menu. 

• When the participant has been added successfully, the name or number will appear in a shaded bubble.
• You can use the x to remove participants before creating the chat
• You can see the maximum number of participants allowed on the screen. In the example below, 4/10 means you can add up to 10 participants. 

A group message with multiple participants 

Editing a group message

If you add or delete participants in an existing group message thread, this will create a new group message thread. The original group messaging thread will continue to be available.

Read on to learn about contacts in MultiLine Desktop.

How to use Contacts

You can add, edit, update and delete contacts from the Contacts screen. You can also add and update unknown numbers from the Calls and Messages screens. 

Note: When using Exchange Contacts, you can also add contacts to your list by adding them directly to the Office 365 Exchange Server. It will reflect in your contacts list at the next sync period. 

Adding a new Contact

You can add, edit, and delete contacts from the Contacts screen. 

1. Go to Contacts and click the Create Contact icon.
   
2. The Create Contact screen will appear. Fill out the details then click Create. Note: The only required fields are First Name and Last Name and at least one phone number. You can add all fields that are available in Office 365 Exchange Contacts.
   
   1. First Name and Last Name
   2. Contact Information
      • Business Phone is the default label
      • Make sure to include country code when entering phone numbers
   3. Email Address
   4. Work (Company Name)
   5. Notes 
   6. Add More menu
      1. Click Add More menu to add more fields

         Expanded Contacts screen

3. Add a picture for the contact by clicking the camera icon.
   • Add your photo, and then click Apply.
      
4. When completed, click Create. 

Adding an unknown number to Contacts

1. You can add an unknown number from Calls or Messages:
   1. For calls: Go to Calls and click the Call log.
      
   2. For messages: 
      1. Go to Calls and click the Message Log. 
         
      2. Click the Messages Menu and select Contact Information.
         
2. You have two options to add the caller to your Contacts list:
   
   1. To make a new contact from the Unknown number, click Create Contact.
      • This will pull up the Add a Contact screen, where you can fill out the details as desired. 
   2. To add the Unknown number to an existing contact, click Add to Existing.
      1. Narrow down the list of contacts by typing in at least one letter of the existing contact's first or last name into the search field. 
      2. Click the radio button for the desired contact, then click Add to Contact.
         
      3. This will pull up the Update Contact screen and automatically add the new number.
         1. Click Update to add the new number. 
         2. If you need to delete the old number, hover over the number to reveal the trashcan icon, click it to remove the number, then click Update.
            

Edit or Update a Contact

1. Go to Contacts, and click the Contact. 
2. Click Edit.
3. On the Update Contact screen, make your desired changes.
   
   
4. Click Update.
   

Delete a Contact

1. Go to Contacts and click the Contact.
2. Click Delete.
3. At the confirmation prompt, click Delete.
   

Searching Contacts

You can search contacts from the Contacts page by their first or last name. 

1. Click the Search icon to pull up the search field.
   
2. Once you begin typing the first letter, dynamic search will automatically pull up matches from your locally added contacts.

   

3. If you're using Exchange contacts, type at least 3 characters to search the entire GAL directory.

   

Read on to learn about using voicemail in MultiLine Desktop.

How to use Voicemail

The first time you dial your voicemail you'll need to set up your voicemail password. The automated system will guide you through the steps.

1. Go to the Dialer screen.
2. Long press on 1 for a few seconds until it begins dialing your voicemail.
   
3.  When prompted, dial your voicemail password.

You'll be able to listen to each voicemail, repeat, and delete voicemails. 

Read on to learn how to access Support while using MultiLine Desktop. 

How to contact support

To get technical assistance or submit a bug, click the Support icon.

• Click the number to dial IT.
• Click the email to send an email to IT. 
  • Please use the form to describe your issue. 
  • This email will automatically include logs to help diagnose your issue. 
• Click the Knowledge base URL to return here and use our self-help resources.