Desktop Client User Guide (pre v.16)

This user guide is for the usage of the older desktop clients which is available for phone systems versions up to pascom and including 15.X.
For pascom version 16 onwards, please refer to the Desktop Client User Guide.

User Login

Screenshot - mobydick Desktop Client Login In order to log into the mobydick desktop client, you will be required to enter the following information:

  • Username
  • Password
  • Server address
  • Check the save login details box in order to save you login details for future use.

Click “Login

Client Sections and Control Elements

The mobydick Client consists of 4 sections: Screenshot - client sections and control elements Apart from the search area, all areas of the mobydick client can be identified by the small gear symbol. Through using the gear symbol, settings can be modified or set for the corresponding section of the mobydick CTI Client.

Client Mini Mode

The mobydick Client can now be operated using 2 different views; full mode and the so called mini-mode. Mini-mode is particularly useful when you need to save space on your desktop, as it will only display the contact list.

Switching between the 2 modes is achieved very simply through clicking the double arrow symbols << , which is located next to the contacts and teams tabs.

Screenshot - switching to mobydick mini mode

Your Profile

Overview

Screenshot - Your Profile

In the top left corner, you will find your User Info, which will display the following Information:

  1. Names & Extension The Extension will be automatically configured according to the Telephone System and can the only be altered by the Administrator. You can change your name yourself, should you want to by using the following “Settings” —-> “My Account”.
  2. Your Profile Picture (also know as an Avatar) including your User Status: the user status is indicated according the colour of the frame surrounding the Profile Pic. This can also be changed under “Personal User Settings”. You can also change your Profile Picture under “Settings” —-> “My Account”. The appropriate How To can be found under: Changing User Password, Telephone PIN and Avatar
  3. Status Indicator: You can change your status at any time and either enter a desired text, which will then be saved for later use, or you can use one of the predetermine stati as listed under the “Personal User Settings” menu button.
  4. Location: This function displays the location where you are currently logged into the phone system. This is an important feature, should you need for example to change between HomeOffice and your actual Office. With locations, the setup is such that the telephones themselves are assigned to the Location, meaning that should you be logged into your HomeOffice, your HomeOffice phone will ring and not your desk phone in the CompanyOffice.

Journal

The mobydick client call journal records and logs all incoming and outgoing calls Screenshot - Journal

The following information will be contained within the call journal: Screenshot - Journal Details

The small arrow on the left oft each row illustrates: * whether the call was incoming (left facing) or outgoing (right facing) * whether the call was answered (green) or missed, including not available (red) The green telephone symbol (contained in the red box in the above graphic) provides with a direct call back function.

Settings Tab

Connecting and Using Telephone Books

The mobydick Client offers you the option of connecting more than just the internal Company Telephone Book. Moreover, depending on your wishes, the order in which the Telephone / Address books are searched and then displayed by the Client can also be altered, for example whether the mobydick Telephone Book or your personal Apple / Outlook address book should be searched first.

Should you connect either of your Apple or Outlook Address books, you do not need to worry about whether or not your colleagues can see your private entries - They can’t as your address books will only be displayed within your Client.

Setting the Search/Display Order

Screenshot - Setting the Search

You can define and set the search sequence at any time using your client. To do this click on

  • Settings (1)
  • Address Books (2)
  • Using the control arrows (3 & 4) you can define the order in which the address books are searched
  • Finally, you will need to Save (5) your changes.

For example, if you have selected the mobydick telephone book first, then the search results will appear as shown below:

Screenshot - Sequence of search

Should you have changed the search display so your Apple Address book is searched and displayed above other Phonebooks then the first results to appear would be from your Apple Address Book.

Connecting an Apple Address Book

Screenshot - connecting apple address book

In order to gain access to your Apple contacts directly from within the mobydick Client, you need to complete the following steps:

  1. Select the settings menu
  2. Select the Address Book option
  3. Under “Include in Phonebook Searches” select Yes
  4. Click on Save
  5. Eventually, depending on your security settings, you will receive a notification, that the client would like to access your address book. Click on yes and should your macOS User profile password be required, you can do so in the knowledge that this process is secure.

Moreover, you can setup the following filter options: * Call Resolving: * Only if no CallerID is submitted —-> the PBX will firstly check the internal Telephone Book. Should no name be stored, the name from the Apple Address book will be displayed * Always override CallerID, —> regardless of whether the name already exists in the mobydick Telephone Book, the entry within your Apple Address Book will always be displayed * Never –> the Apple Address Book will never be searched

Connecting an Outlook Address Book

In order to gain access to your Outlook Address book directly from within the mobydick Client, you need to complete the following steps:

  1. Select the settings menu
  2. Choose the Outlook Address book option
  3. Under “Include in Phonebook Searches” select Yes
  4. Click on Save

Moreover, you can setup the following filter options: * Call Resolution: * Only if no CallerID is submitted —-> The PBX will firstly check the internal Telephone Book. Should no name be stored, the name from the Apple Address book will be displayed * Always overwrite CallerID, —> regardless of whether the name already exists in the mobydick Telephone Book, the entry within your Apple Address Book will always be displayed * Never –> the Apple Address Book will never be searched

Client Settings

It is possible to personalize the desktop client and contact list to match your needs:
Step 1: Click on the Settings tab
Step 2: Select the Client option which will open the following settings menus:

General

Languages

The desktop client is currently available in the following languages:

  • German
  • English
  • Spanish
  • Serbian
  • Arabic
  • French
Changing the Client Colour Scheme

As standard the mobydick client has two colour schemes available - Light and Dark.

Screenshot - Client Themes

You can change your scheme using the following settings: Screenshot - change colour theme

Step 1: Choose your desired theme (Default setting is “Light”)
Step 2: Click on Save - your client will automatically restart

Contact List (Roster)

Adjust Width

It is possible to adjust the width of your contact list. To change the width, from within the client settings, choose from the 3 different options available; narrow, medium or wide depending on your requirements

Additional Settings

Under the roster settings, a few additional settings can also be modified:

  • Show icons: Yes or No - Allows you decide of whether you would like to see the the statuses of your contacts or their Profile Pictures and Telephones as well.
  • Display Names:
    • Names Only
    • (Extension) Name
    • Name (Extension)
  • Sort:
    • By Name
    • By Extension
  • Sort by presence first: should this option be activated, then your contacts will be displayed in the following order:
    • Available (green)
    • Busy or Do Not Disturb (red)
    • Absent/Away from Client (yellow)
    • offline (grey)
  • Hide Offline Contacts: Every contact that is currently not logged into the client will be not be displayed within your contact list
  • Show locations: should this option be enabled, your will also be able to see the location in which you colleagues are currently logged in

Alterations to the view options will always be applied after confirmation via the “Save” button.

AutoAway

Parameter Description
AutoAway Seconds The length of time of inactivity (on a users’ workstation - not in the client) before the client automatically sets the users’ status to away.
AutoAway Text Enter a text that should be displayed when AutoAway is activated

My Account

Under Settings (1) –> My Account (2) you can carry out the changes which are linked to your User account that you wish to make. These include the following setting options:

  • Password
  • PIN
  • Avatar

Screenshot - Client settings my account

Changing your Password and Telephone PIN

Normally you will be provided with a pre-set password from your administrator for both your mobydick Desktop and Mobile Clients, as well as a PIN for your phone which is required to log in and out of the your phone.

If you have forgotten you password, contact you system administrator who can then reset your password.

Changing your Password

In order to change your personal password, click on “Change Password” button, which will open a small pop up window in which you can make the changes. Screenshot - changing password

  1. First enter your existing password N.B: this password will be the one as provided by your administrator.
  2. Enter your new password and then re-enter your password.
  3. Click on the “Change” button and you will then receive a confirmation notification that your password has been changed.

Password Requirements: The password for the clients must be at least 8 characters. You can use letters, numbers and special characters (@ ( ) { } [ ] \ / = ~ $ % & # * - ? + , _ .).

This means that you can of course use a Password Generator or enter your desired password. We recommend using a password with a minimum of 1 number and 1 special character.

Changing your Telephone PIN

In order to change your personal Telephone PIN, click on Edit your phone PIN, which will open a small pop up window in which you can change your PIN. Screenshot - Changing Telephone PIN 1. First enter your current Password 2. Now enter your desired new PIN and repeat it in the field below. 3. Click on the “Change” button and you will then receive a confirmation notification that your PIN has been changed.

PIN Requirements: your Telephone PIN should only contain numbers (0-9) and be of a length between 4 and 12 characters.

Changing your Avatar

An avatar is the small profile picture displayed next to your name, which you can change your Avatar very simply. Here you have the option of either using one of the pre-existing images or uploading your own personal image file. Screenshot - changing avatar If you would like to use your own image, then please follow the instructions below: 1. Click on the Custom Image Button, which will open a new file window Screenshot - own picture 3. Select your image (1) and click on Open (2) 4. Finally click on the Save button within the client Screenshot - save

If the image has been saved successfully, it will automatically appear in your Client (Upper Left).

Notifications

The mobydick Client will display notifications depending on the event. This has the benefit for example of notifying you as to a important telephony related events (incoming call etc), even when you are working in another programme: Incoming Call

Missed Call - the number in brackets next the “missed call” illustrates how often the person has tried to contact you

New incoming file transfer

Global Searches

The desktop Client is able to search through every aspect of the mobydick phone system, regardless of whether it is a chat message, journal entry or any available telephone book. Screenshot - Global Searches

You can of course also filter your searches be specific entry types Screenshot - Global Search Filter

Address Books Searches

Screenshot - searching the address book When you have integrated either an Apple or Outlook Address Book, then you will be able to search these address book plus the mobydick Address book directly from the search box within the client.

Sending Faxes

  • In order to send a fax using the mobydick Client, click on the gear symbol in the top right corner and select “Send Fax”. Screenshot - menu - send fax
  • This will open a popup window, in which you can select the desired PDF file. Screenshot - Select PDF
  • Select the PDF which you would like to send.
  • In the next window, enter the fax recipients fax number. You can also enter an e-mail address, to which you would like to receive a notifications e-mail. As default, mobydick will use the predefined stored e-mail address for this function. Screenshot - send Fax