Blog posts about Fax and Voice

Articles I had written for my company

Archive for February, 2023

Next Entries »

How To Series: Teams Auto Attendants

Posted by Koop on February 3, 2023

Auto attendants are a crucial aspect of any PBX system for teams, as they handle the first point of contact for incoming calls. Here are some tips to manage auto attendants in Teams PBX, along with steps on how to configure an auto attendant:

Steps to configure an auto attendant in Teams PBX:

Log into the Teams admin center
Click on Voice, then Auto Attendants
Click on the "+" button to create a new auto attendant
Choose the type of auto attendant you want to create, such as a main auto attendant or department auto attendant
Configure the call routing options, such as call forwarding or voice mail
Record a greeting for the auto attendant
Save the changes and test the auto attendant to make sure it's working correctly.

Here are some tips on best practice with auto attendants:

1. Set up a call routing structure: Decide how calls should be routed based on the caller's input and set up the appropriate options in the auto attendant.
2. Customize greetings: Record a professional greeting for the auto attendant to provide a warm welcome to callers.
3. Configure call forwarding: Set up call forwarding rules for different departments or extensions, so calls can be redirected to the right person or team.
4. Create multiple auto attendants: Create separate auto attendants for different departments or branches, if necessary.
5. Monitor call logs: Regularly check call logs to see how many calls are being handled by the auto attendant and which options are being selected most frequently.
6. Update regularly: Keep the auto attendant updated with the latest information and changes in your organization.
7. Test regularly: Regularly test the auto attendant to ensure it is functioning correctly and to identify any areas that need improvement.

By following these tips, you can effectively manage your auto attendants in Teams PBX and provide a seamless and professional experience for your callers.

Posted in HOW TO, Teams | Leave a Comment »

Integration Series: RightFax and Salesforce

Posted by Koop on February 2, 2023

The integration between Salesforce and RightFax enables organizations to streamline their fax processes and improve productivity. Here is how the integration works:

  1. Integration Set-Up: The integration between Salesforce and RightFax requires the installation of a connector, which can be purchased from OpenText or a RightFax reseller. The connector links the two platforms and allows for the transfer of information between them.
  2. Data Transfer: Once the connector is installed, data can be transferred automatically between Salesforce and RightFax. For example, when a new lead is created in Salesforce, the information can be automatically sent to RightFax and used to create a new fax cover sheet.
  3. Faxing from Salesforce: With the integration in place, users can send faxes directly from the Salesforce platform. They can select a recipient from the Salesforce database, attach a document, and send the fax without ever leaving the Salesforce platform.
  4. Fax Receiving: Received faxes can be automatically routed to the appropriate Salesforce records. For example, a fax received from a customer can be automatically associated with the customer’s record in Salesforce.
  5. Document Management: The integration also enables users to manage fax documents within Salesforce. Faxes can be stored as attachments to Salesforce records, making it easy for users to access and manage fax information.

In conclusion, the integration between Salesforce and RightFax enables organizations to streamline their fax processes and improve productivity by automating the transfer of information between the two platforms, enabling faxing from within Salesforce, automatically routing received faxes to the appropriate records, and managing fax documents within Salesforce.

Posted in FAX, Integration Series, RightFax | 1 Comment »

RightFax Integration Series: SAP

Posted by Koop on February 2, 2023

RightFax has many integrations built into the product.  This series will highlight these integrations.  The first integration will be SAP.  SAP (Systems, Applications, and Products) is a popular enterprise resource planning (ERP) system used by many organizations to manage their operations. Integrating RightFax, a fax server software, with SAP can bring several benefits to the table. Here are some of the most significant advantages of using RightFax with SAP integration:

  1. Improved Document Management: RightFax and SAP integration enables organizations to manage all their faxes and documents in a centralized location, making it easier to search, access, and share critical information.
  2. Automated Workflows: RightFax can automate repetitive and time-consuming tasks, such as sending invoices or purchase orders, freeing up valuable time for other tasks. This can also lead to fewer errors and faster processing times.
  3. Enhanced Security: RightFax integrates with SAP security protocols, ensuring that sensitive information is transmitted securely and only authorized individuals can access it.
  4. Increased Efficiency: With RightFax and SAP integration, businesses can streamline their operations and improve their overall efficiency. This is because RightFax enables organizations to automate their faxing processes and eliminates the need for manual intervention.
  5. Better Customer Service: By integrating RightFax with SAP, organizations can quickly and easily send documents to their customers, improving their overall customer experience and satisfaction.

In conclusion, integrating RightFax with SAP can bring several benefits to organizations, including improved document management, automated workflows, enhanced security, increased efficiency, and better customer service. If your organization is currently using SAP and is looking to improve its document management processes, consider integrating RightFax for maximum efficiency and effectiveness.

Posted in FAX, Integration Series, RightFax | Leave a Comment »

How to series: How to make conference meetings within Teams PBX

Posted by Koop on February 1, 2023

Teams PBX is a powerful communication tool that allows you to make voice and video calls, instant messages, and conduct virtual meetings with ease. One of the most useful features of Teams PBX is the ability to make conference calls. Here’s how you can make a conference call within Teams PBX:

Step 1: Prepare Your Device

Before you start the conference call, make sure that you have the latest version of Teams installed on your device. You’ll also need a microphone, speakers, or a headset to make the call. If you’re using a laptop, make sure that it’s connected to a reliable internet connection.

Step 2: Schedule the Conference Call

You can schedule a conference call in Teams by creating a new meeting. To do this, click on the “Meetings” button on the Teams toolbar, then click on “New Meeting.” Set the date and time for the meeting, and invite the participants you want to join the call.

Step 3: Join the Conference Call

When it’s time for the meeting, open Teams and click on the “Meetings” button. You’ll see a list of all the upcoming meetings you have scheduled. Click on the meeting you want to join, and then click “Join.”

Step 4: Add Participants

Once you’re in the call, you can add participants by clicking on the “Participants” button in the Teams toolbar. You can invite participants by typing their email address or selecting them from the contacts list. Once they join the call, they’ll appear in the Participants list.

Step 5: Conduct the Conference Call

You can conduct the conference call just like any other call in Teams. You can use the microphone to speak and the speakers or headset to listen. Teams also offers the ability to share your screen, making it easy to present slides or other materials.

Step 6: End the Conference Call

When the call is over, you can end the conference call by clicking on the “End Call” button in the Teams toolbar. This will end the call for all participants.

In conclusion, making a conference call within Teams PBX is a simple and straightforward process. By following these steps, you’ll be able to conduct effective virtual meetings with ease.

Posted in HOW TO, Teams | Leave a Comment »

HOW TO Series: Forwarding user calls to another number within Teams PBX

Posted by Koop on February 1, 2023

Here is blog posts that I have written in a HOW TO series for Teams PBX.

To forward calls within a PBX system using Teams, you can follow these steps:

  1. Open the Teams app and sign in to your account.
  2. Go to the Calls tab and click on the Call Forwarding button.
  3. Turn on the Call Forwarding toggle switch.
  4. Select the Forward my calls to option and choose the desired recipient from your Teams contacts.
  5. If you want to set specific conditions for call forwarding, such as only forwarding calls when you’re unavailable or busy, select the corresponding option.
  6. Save the changes.
  7. Test the call forwarding by calling your Teams number from another device.

Note: If you need further assistance, feel free to open a ticket with COMPANY and our voice engineers will assist you further.

Posted in HOW TO, Teams | Leave a Comment »

Next Entries »