phone.systems™ Mobile Applications
The phone.systems Mobile Application allows a smart phone to function as a mobile extension of a phone system. Users may dial internal PBX numbers directly from mobile devices, and any one of the virtual (local) phone numbers used by the PBX (for example, a business phone number) may be displayed as the caller ID when making outbound calls from a mobile device.
Installing the phone.systems™ Mobile Application
This application is available for the iOS (Apple) and Android operating systems.
Download phone.systems™ App
Once the iOS or Android phone.systems™ Mobile Application has been installed, launch the application and continue as follows:
- Optionally read the general information on this product and then click the "Authorize" button to synchronize the phone.systems™ Mobile Application with your phone.systems™ voice system.
- There are two methods of synchronization, either via a QR (Quick Response) code or by manually entering a PIN code.
For either method, you are required to login to your phone.systems™ account on your PC. Note that you must have a valid phone.systems™ account together with a configured phone.systems™ voice system in order to continue.
In order to generate the QR or PIN codes, access your phone.systems™ panel on a PC and click on the button located at the bottom of the Palette menu.
Clicking on this button causes a window with a QR code and PIN to be displayed as shown below.
The QR and PIN information generated is valid for 15 minutes and may only be used for a single activation of the phone.systems™ Mobile Application. If you wish to use the QR code, then direct the camera of your mobile device towards the PC screen where that code is being displayed. The phone.systems™ Mobile Application will automatically read and validate the QR code. If you use the PIN code for authorization, you may manually enter that code into your mobile device. Alternatively, click on the generated PIN code on your PC so as to copy that code to a clipboard, and then forward that information to your mobile device for further use.
This process synchronizes the phone.systems Mobile Application with your currently configured phone.systems system, including the details of the contact methods and internal numbers (extensions).
- Once the authorization process has been completed, you will be required to select the cellular phone number of your mobile device from a list of all the mobile contact methods currently configured in your phone.systems™ system. Important - the phone number of your mobile device must be listed as an existing contact method on a Person object included in your current phone.systems™ configuration. If there are no existing mobile contact methods, the screen below will be displayed. In this case, you should add a mobile contact method to your phone.systems™ voice system and refresh the mobile application.
- If multiple mobile contact methods are included in your current phone.systems™ configuration, you will be asked to select the cellular phone number for the mobile device that you are currently configuring (see image below). It is important that this phone number should be correctly configured, as voice communications between your mobile device and the phone.systems™ system will be conducted using this number.
- Once the mobile number has been configured, your phone.systems™ Mobile Application is ready for use. Alternatively you may chose the "Advanced" option that allows to configure additional phone.systems™ parameters.
- If the "Advanced" option is selected, miscellaneous configuration parameters are presented, the first of which is the outbound Caller ID settings. These settings define the Caller ID that is displayed when placing outbound calls from your mobile device and includes three options:
1. "Default" - A default Caller ID that is always displayed on outbound calls. This number may be your mobile phone number or may be selected from any of the local numbers (DIDs) currently configured on your phone.systems™ system. When selecting a "Default" Caller ID, your mobile phone number and all of your configured DIDs are displayed, and a single phone number must be selected from this list.
2. "Auto-Match" - An attempt will be made to match one of your configured DIDs with the country/area code that is being dialed, and then present that DID as the Caller ID. For example, if you have a Canadian, Mexican and South African DID and you dial a Mexican number, then your Mexican DID will be displayed as the Caller ID. When setting the "Auto-Match" configuration, all of your configured DIDs are displayed and they may be individually selected to enable auto-matching for that country/area code. Note that multiple phone numbers may be selected for this "auto-match" option.
3. "Internal" - An internal number will be displayed as the Caller ID. When setting this configuration, all of your configured internal numbers are displayed, and a single internal number must be selected from this list.
Optional dialing rules may be configured, allowing you to automatically modify dial strings (if required) when making outbound calls. This is particularly useful when dialing numbers that have previously been entered in your phone book on your mobile device, but should be modified due to regional and international dialing considerations.
Tapping on the "Start with" or "Replace with" field activates a keyboard for data entry, and your dialing rules may be configured.
Examples of dialing rules are as follows: If you live in South Africa, local mobile numbers will be listed in your phone book as having prefixes such as 082, 083 and 084 for direct dialing while in South Africa. However, when travelling, these numbers must be modified to include the country code for South Africa (27), and the leading 0 in the mobile number must be removed. In this case, the dialing rule "Start with 0", "Replace with 27" would be entered to automate the number modification for outbound dialing.
Similarly, if you regularly dial Brazilian phone numbers from Canada, then those numbers will be listed in your phone book as having the prefix 011-55 (exit code from Canada, plus the country code for Brazil). However, if you are travelling in Brazil and are dialing numbers locally, you would need to remove the international prefixes. In this case your dialing rule would specify "01155" in the "Start with" field, but the "Replace with" field, would be left blank. This would result in the prefix "01155" being deleted from the listed Brazilian phone numbers.
Note that if the "Start with" field is left blank, then the numbers entered in the "Replace with" field will be added to the beginning of all dialed numbers. If the "Replace with" field is left blank, then the numbers entered in "Start with" field will be removed from all dialed numbers.
Multiple dialing rules may be entered, and clicking on the "+" sign next to the rule activates that rule. Both the "Start with" and "Replace with" fields support a maximum of 7 digits.
Once the dialing rules have been configured, save the settings and your phone.systems™ Mobile Application is ready to use.