ReachUC Mobility PBX Pane

ReachUC Mobility PBX Pane

ReachUC Mobility PBX User Guide

Click on the  icon to go to the ReachUC Mobility PBX pane.

In this pane, you will see two tabs: Presence and PBX Account

Presence Tab

This tab will show all the users in your company’s PBX and their status:

  • Online 
  • Offline 
  • Busy 

Clicking on a contact name will show available actions for that contact. A sample is shown in the image below.

Clicking on the floating button  will reveal the following features for the PBX pane:

  • Search Contacts
  • Update Current Status
  • Sort Contact List
  • Change Contact List
  • Send Fax
  • Move Call Here

 

Search Contacts

Returns all contacts that match your given criteria

Update Current Status

This lets you change the status text which is visible to all your company’s PBX contacts in their own respective ReachUC applications.

Sort Contact List

This lets you choose to display your contacts sorted (all in ascending order) by

  • First Name
  • Last Name
  • Online (Online first then Busy and last Offline contacts)
  • Extension

 

Change Contact List

This displays the options to filter shown contacts. If you scroll upwards you may see options to also show only contacts from certain departments.

Send Fax

You can send a fax to any number by clicking on the Send Fax floating button.

You may then choose a number to use as the sender for the fax by clicking on the drop-down arrow.

 

Move Call Here

This moves a call existing on your desk phone to the ReachUC Mobility app.

 

 

PBX Account Tab

This tab displays your account’s PBX settings.

 

Clicking on the Fax Number line will reveal all the fax numbers associated with your PBX account.

 

Clicking on the SMS Number line will reveal the SMS numbers associated with your account. The phone number marked active is the phone number which appears as the sender of your SMS messages. You can change this by clicking on another phone number on the list.

 

Clicking on the Answering Rule line will reveal all your answering rules with your current answering rule marked as Active.  You can change your active answering rule by clicking on another answering rule shown.

 

Clicking on the Change Password line will open up a screen to let you change your PBX password.

 

ReachUC for Office 365

  1. Installation – To install the ReachUC add-in to your Outlook 365 follow the steps below.
        1. Inside Outlook 365 press File on the menu and go to the Info tab which is located on the left.
            
        2. Click Manage Add-ins then go to General and press Manage add-ins.  It will open up a page in your browser showing Outlook Mail options.  Go to General then Manage add-ins.  Press the Plus symbol and choose the option Add from a URL.

        3. This will open up a dialogue screen where you may paste the URL for the ReachUC add-in which is https://www.reachuc.com/ext/outlook/ReachUC.xml  and then click Next.

        4. You may get a warning dialogue which is ok.  Press Install to confirm your installation of the ReachUC add-in. Once ReachUC is installed, the ReachUC add-in will appear under the Manage add-ins screen.

        5. ReachUC should now show as another ribbon/menu option in the Outlook 365 window.

        6. You can now press the ReachUC icon which will open up ReachUC on the right portion of the Outlook 365 window.

  2. Using the ReachUC add-in – Once you have the ReachUC add-in opened you can then log-in using your PBX account credentials
    1. Upon successful login you will be shown  the numbers detected from any email currently open in the Phone Numbers section.

    2. There is a Properties section below that which when opened will show you details of your PBX account.
    3. Clicking on the Phone icon beside any number will initiate a call to the number from your phone associated with the PBX account used to login.
    4. Clicking on the SMS icon beside any number will open up a text box where you can type in a message which will be sent to the number upon pressing the Send SMS button.
    5. Clicking on the Fax icon beside any number will open up a box where you can then choose a file to be sent as a fax and a dropdown for choosing which Caller ID to use for sending the fax.

    6. Clicking on Menu will show you the options Meeting Manager, Contacts, Keypad, Open ReachUC, and Logout.
      1. Meeting Manager – From here you can create and schedule meetings. To return to the previous screen simply press on the back button located above and below the meeting screen.  You have the option to Add to Calendar a successfully created meeting.
      2. Contacts – This will show you your Outlook contacts.  The folder icon beside the contact will show more details and icons to send a message or start a call to the number beside the icons.  You may also save all contacts listed to PBX by clicking the upload icon found at the top while clicking the upload icon beside any contact will upload only that contact to PBX.
      3. Keypad – This will open a keypad to use to type in a number and then the option to Send SMS, Call, or Send Fax to the number by clicking the corresponding icon below.
      4. Open ReachUC – This will open up the ReachUC website on your browser.
      5. Logout – This will log you out of ReachUC and bring you back to the login screen of the ReachUC add-in.

 

 

ReachUC Google Chrome Complete

The ReachUC Google Chrome Complete extension allows you to harness the features of your cloud PBX from within the Chrome browser.  With ReachUC you can:

-Initiate Click-to-Dial PBX or WebRTC calls or send SMS for any phone number on web pages by clicking on the pop-up above the highlighted number,
-Schedule meetings for MeetingManager from the extension and save them to your Google Calendar account, 
-Create a meeting in Google Calendar and have it automatically added to your MeetingManager,
-Save contact information from Google Contacts to your PBX Contacts list, and
-Call, send SMS, or send a fax to any phone number or extension from an integrated dialpad.

 

To enable this feature go to ReachUC – Extensions

 

Clicking the name of the extension will direct you to Chrome Web Store.

 

When prompted, click Add Extension.

 

After adding extension ensure that ReachUC extension is present.

 

Login to the ReachUC extension using your PBX credentials.

After login, you will see options for Meeting Manager, Click to Dial and Dialpad.

 

 

Clicking the Click to Dial option will allow you to manage your Click to Dial Settings.

“Click To Dial” is the ability to click phone numbers found in websites to initiate a call to a phone number on a page. ReachUC Google Chrome Extension Complete provides the click to dial functionality by showing a popup menu when you mouse over a phone number. When the Call option is clicked, a call will be initiated between the phone number and your ReachUC softphones and other registered PBX devices.

The popup menu also provides advanced features such as Calling via WebRTC and SMS messaging. Note that some advanced features of ReachUC may not be provided by your phone provider. If you wish to have the full set of features, contact your ReachUC phone provider.

The following are various settings that you can tweak to make your ReachUC Chrome Extension suit your everyday needs. Note that any changes to these settings will only take effect for previously opened web pages when you refresh the pages.

Enable Click To Dial Toggle

If this toggle button is disabled, the click to dial feature is altogether disabled. When disabled, It implies that you will use the ReachUC Chrome Extension Complete only for scheduling meetings or manual dialing of numbers via the Dialpad.

When enabled, phone numbers in web pages will show a popup menu when you mouse over them.  Selecting the Call or Call by WebRTC option will initiate a call to the highlighted number or select the Message option to open a dialog box for sending an SMS to the highlighted number.

Condensed Layout Toggle

By default, the click to dial popup is a menu containing full words such as Message, Call by WebRTC and Call.

When in this full layout, clicking the pencil icon will give you the chance to review the number before actually initiating the call.

You can enable Condensed Layout via a toggle button if you want to have a smaller popup that shows only icons representing Message, Call by WebRTC or Call as shown accordingly in the example below.

When in condensed layout, the call will be immediately initiated. You will not have a chance to review and change the phone number to call.

Note that the options available on the popup are governed by the type of services you get from your PBX provider. It is possible that the Call by WebRTC and SMS Message may not be available for you and you may need to contact your provider to have the services activated.

The images below show that only the basic Call option is available for you.

This is how a full layout is shown when only the Call option is available.

This is how a condensed layout is shown when only the Call option is available.

Auto Answer Toggle

By default, click to dial works by calling your ReachUC PBX devices which may be the ReachUC softphone application and your physical VoIP phones. Click to dial will ring all your devices, wait for you to pick up one of the devices, and then call the selected phone number from the web page.

If instead of picking up a ringing device, you may prefer to have one of your physical PBX phones answer the click to dial call automatically. To do this, enable the Auto Answer button.

If you have several physical phones, you will have to select which device will Auto Answer. Then, click the Save button.

If you only have a single registered physical phone, you will not be asked to select a device naturally.

If you do not have any registered physical phone, you will not be able to enable the Auto Answer toggle button.

The following set of settings are related to detecting phone numbers and the number to dial.

Area Code
When a detected phone number is considered a domestic number but lacking an area code, this is the area code to be added. For example, if the detected number is 9992000, the phone number called is (Country Code)+7479992000.

Country Code
When a detected phone number is considered a domestic number but lacking a country code, this is the country code to be added. For example, if the detected number is 9992000 and the area code is 747, the full phone number called is 17479992000.

DialString Length
This is the maximum length of a phone number to be considered as a domestic number. Detected phone numbers longer than this value will be considered an international number.

International Prefix
This is the prefix to add when a detected phone number is considered an international number. For example, if the international number is +33140205050 and the International Prefix is 00, the phone number dialed is 0033140205050.

The following set of settings are about what web address domains where the ReachUC Chrome Extension will take effect or not take effect.

You may limit the click to dial feature to only activate on certain domains or to exclude certain domains.

Include Domains
When the Include Domains radio button is on, Click To Dial will only work on the listed domains in the Include list. For example, add *.reachuc.com if you want to include all web pages within the reachuc.com domain.

Exclude Domains
When the Exclude Domains radio button is on, Click To Dial will only work on web pages that are not part of the domains in the Exclude list. For example, if *.reachuc.com is in the Exclude list click to call will work on web pages outside the reachuc.com domain.

What to do when a phone number is not detected by ReachUC Chrome Extension

If you encounter a phone number on a page that is not recognized by the extension as a phone number you can highlight and copy the number then paste it into the extension’s dialpad. This will remove any extra characters making the phone number available for a call, message, or fax.

 

Selecting the Meeting Manager option will allow you to schedule a web or video conference.

When you create a new Google Calendar event, you will see an option to schedule a Meeting Manager meeting.

 

 

Selecting the Dialpad option will allow you to

  • Make a phone call to any number.  After you enter a number and press “Call”, your phone will ring and you will be connected to the destination number
  • Send an SMS.  If your PBX account is SMS enabled, you can enter a text message and then press the “Send” button.
  • Send fax.  If your PBX account is fax enabled, you select a document from your PC and then press the “Send Fax” button.

Note: The Dial Pad can accept shorter phone numbers. For example, if the phone number matches another extension number within your PBX system, it will initiate a call to that extension.

Integration with Google Contacts

Another useful feature of the extension is the ability to Call, Send SMS, Send Fax to the phone numbers when viewing your contacts in Google Contacts and even the ability to save these contacts to your PBX.  To do this simply open Google Contacts.

Then open up a contact’s details and choose what you would like to do by clicking on the corresponding icons

 

How to Disable the ReachUC App

When you wish to stop the Android ReachUC app from ringing when you receive an inbound call to your PBX extension, there are two options:

  • The first option is to enable the DND (do not disturb) function in the in the ReachUC app.  This is done by the Clicking on the Registration icon in the ReachUC app and then turning on DND via the toggle switch. See the process below for both Android and iOS.
    For Android For iOS

 

  • The second option is to remove the ReachUC device from routing in the PBX portal.  This can be done by logging-in to the PBX portal and disabling the answering rule that includes the ReachUC device or editing the answering rules to not include your ReachUC extension (the one with the ‘m’ postfix e.g. 1000m).