All you have to do is to add the title and the URL to the widget. You can see an example of a URL in the picture below.

The URL is taken from a search result from your selected number reporting service, and then you take away the number from the URL and add one of these alternatives to it:

%NUMBER% is replaced by the phone number of the caller.

%B-NUMBER% is replaced by the phone number of the caller.

%C-NUMBER% is replaced by phone number before redirection or queue number.

In addition, you can select if you want the search result to open to a new tab in your browser.

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You can also choose to record calls only when specific profiles are active. To do so, activate the Edit by profile button from the lower part of the screen. Then you can choose when your calls will be recorded.

Call recordings are being stored for two years, please contact your advisor if you need to shorten this period.

The post Setting up call recording appeared first on hallo, .

You start creating the integration by going to Settings > Connected services, and then clicking either Google or Microsoft, depending on which account you want to connect with hallo,.

When you have selected one of the alternatives, there will be a pop-up window guiding you to proceed with the integration – here you have to log in with your Google or Microsoft account. Once you have logged in, the page will inform you of the successful login and ask you to return to the hallo, app.

Then you can select what you want to synchronize with hallo,: your contacts, calendar, or Drive – or why not all of them!

Calendar integration

Once you have selected your calendar to be synchronized with hallo, you have the chance to Auto-activate meetings, when you have a calendar event with more than one person. Then your profile will automatically be set to “Meeting”.

If you wish to have specific profiles activated during certain calendar events, you have to do the following:

1. Go to the profile number for the profile you want to activate in Settings > Profiles > Display profile numbers.
2. Select the number which is presented before the profile you want to use.
3. Go to your Google or Microsoft calendar’s event you wish to use the profile with.
4. Write status:[profile number] to the notes of the calendar event, e.g. status:1 for Lunch profile or status:2 for Meeting profile.
5. Save, and you are ready to go!

Please note, that you can write the status text before or after the notes in the calendar description, as long as the status text has one row empty before and after.

Contacts

If you select to synchronize your contacts from your Google or Microsoft account, they will be shown in your Contacts list, under External contacts.

The post Connected services appeared first on hallo, .

List view
Here you can set your working hours and profiles Available and Left for the day to be activated day by day from Monday to Friday, separately for each day.

You can add other events from Settings > Work Hours > Other events, and select how they are scheduled to he active.

Graphical View
This is a calendar overview for the schedules events. You can also add more events to it and edit them by clicking on a specific event or a free space in the calendar. You can also drag and drop profiles to the calendar below it.

By clicking Remove, you will remove all the events in the calendar.

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Manage your Queue Settings

Manage your settings for when you are available to receive calls in the Queue, based on Profile

To manage when you’re available to take calls from a Queue

1. Go to Settings > Hunt group & Channel login
2. Toggle on Edit by profile
3. Click on the Queue name
4. Switch the toggle on for additional profiles
5. Choose the Profiles for when you are available for this particular Queue
6. Activate each profile by switching the toggle on

The post Hunt Group & Channel Login appeared first on hallo, .

Note: The number you want to dial has to be provided in a CallTo- or Tel- URL-format.

MacOS: This works automatically on a Mac.

Windows 10: Follow the steps below to activate CallTo in Windows:

1. Go to Windows > Settings
2. Select Apps
3. Select Default apps > default apps by protocol
4. Scroll down to TEL (or CALL TO) > Choose a default
5. In Choose an App select hallo,

Instructions with pictures:

1. Windows > Settings

2. Apps

3. Default apps > Choose default apps by protocol

4. Scroll down to TEL (and/or) CALLTO) > Choose a default

5. Choose hallo,

You can also use click to call feature from an Excel sheet. The only thing you need to do is to set hallo, as the default call application and create the following formula in your Excel file with the number you want to call:

=HYPERLINK(CONCATENATE(“tel:”,[insert cell ID here]))

E.g.:  =HYPERLINK(CONCATENATE(“tel:”,A3))

The post Make calls with Tel/CallTo links appeared first on hallo, .

Creating Events in the Graphical View

Use the Graphical view to see your Work Hours and create Calendar Events tied to your Profiles using drag and drop.

The post Work Hours appeared first on hallo, .

Change Basic Settings for a Profile

The basic settings for a Profile include attributes like the Profile name, how your status appears to your colleagues, and for how long the Profile should remain active.

To update a profile

1. Select Settings from the menu bar
2. Click on the Profiles icon to display your list of active profiles
3. Click on an existing profile
4. Verify or edit the Name, Status, and Status message
5. Under Other settings edit the Default duration

Create a New Profile

If you need a new Profile, for example, so that you can show your colleagues that you’re working from home, you can create that Profile and more.

To create a new profile

1. Select Settings from the menu bar
2. Click on the Profiles icon in the left panel
3. Click the Create new profile icon
4. Give the profile a name, for example Working from home
5. Change the defaults for how calls are handled, if needed
6. Select what number should be shown when making an outgoing call
7. Press the Create profile button to save

Remove an Existing Profile

To remove a profile

1. Select Settings from the menu bar
2. Click on the Profiles icon in the left panel
3. Click on an existing profile
4. Press the Remove button

Note: All the default Profiles have a number assigned to them. Click the Display profile numbers link at the bottom of the Profiles list to display them. You need the Profile number, for example, if you want to create meetings in your calendar and have a specific Profile be automatically selected when the meeting starts.

Change what Notifications are Shown while a Profile is Active

To change which notifications are shown for an active profile

1. Select Settings from the menu bar
2. Click on the Profiles icon in the left panel
3. Select the profile that you want to change, for example Lunch
4. Under Features controlled by profiles select Notifications
5. Click on a platform tab, for example Mobile
6. Use the toggles to turn on and off which notifications will be shown for that platform

Caller ID: Change How your Number Appears when you make a Call while a Specific Profile is Active

The Caller ID settings allow you to change what number people see when you call them, either your mobile number or your landline number. You can set different numbers to be shown for different Profiles.

To change the Caller ID settings

1. Select Settings from the menu bar
2. Click on the Profiles icon in the left panel
3. Select a profile that you want to change, for example Lunch
4. Under Features controlled by profiles select Caller ID
5. For Landline, Mobile and Text (SMS) select which Number is presented to the recipient of the call or message

Change how Incoming Calls are Handled while a Specific Profile is Active

To change how Incoming calls should be handled

1. Select Settings from the top menu
2. Click on the Profiles icon in the left panel
3. Select a Profile that you want to change, for example Lunch
4. Under Features controlled by profiles select Incoming call
5. Adjust how incoming calls are handled

The post Profiles appeared first on hallo, .

Incoming calls based on profile
You can have different settings for different Profiles so that, for example, for your Lunch profile, your mobile phone will ring for both your landline and mobile numbers.

The post Managing your incoming calls appeared first on hallo, .