How To: Use Zoom Phone

Front KB image


Please note: In order to use Zoom Phone, you will need to have the latest version of Zoom Desktop Client installed on your computer. 


Table of Contents

Signing into the Zoom Desktop Client Using In Call ControlsHow to take department phone calls and opt-inHow to Record your Zoom Phone voicemail greetingsMost Common Zoom Phone Settings          Call History Tab           Voicemail Tab           Recording Tab           Call Handling Section

 


Signing into the Zoom Desktop Client 


The Zoom Phone service must be accessed from the Zoom Desktop or Cellphone app.

Only Zoom phone settings, like the call history and recording of your voicemail, can be accessed on the web.

Please, watch the video demonstration below to learn how to sign into Zoom phone using the Zoom Desktop client.

 

Click on the Windows icon in the taskbar.

Windows icon

Next, on the search bar, type in "Zoom." 

Click on the Zoom App to open the Zoom desktop client. 

Zoom app in windows

Download the  Zoom Desktop Client if you do not have it installed. 

Next, click on the Sign In button.

Sign into Zoom

Next, click on the "SSO" button. 

Zoom logging page with SSO

On the next screen, type FSW as the domain and click on the "Continue" button.

FSW domain

You will be prompted to log into the Portal with your username and password.

Portal logging

Once you have logged into the Zoom desktop client, you will see the Phone tab.

Phone Tab in Zoom Phone

Visit the Getting started with Zoom Phone (users) guide for additional features and information. 

 

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Using In-Call Controls  


Once you have logged into the Zoom desktop client, you will see the Phone tab.

You will be able to make and receive calls if you have Zoom Phone activated on your account.

Please submit a ticket or email helpdesk@fsw.edu if you know you have a Zoom account and do not have access to the Zoom Phone tab.

Please, watch the video demonstration below to learn how to use the in-call control.

 

You can make and receive calls if you have Zoom Phone activated on your account.

Visit the links below for additional information on how to use Zoom phone. 

Phone Tab in Zoom Phone  

  • There are no more access codes: You don’t need to press 9 or 81 to dial out; instead, you can dial directly.
  • The 911 call location on zoom running on cellphones depend on the cellphone carrier (Verizon, T-Mobile, AT&T…).
  • The 911 call location on zoom running on wire/wireless computers inside FSW campuses is detected automatically by the system (floor/building location)
  • The 911 call location on zoom running on computers outside FSW campuses is asked by the system (that needs to be entered manually by the employees = PERSONAL LOCATION)

 

Now you are all set up and ready to use your new Zoom phone wherever your office may take you. 

 

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How to take department phone calls and opt-in 


Important Note: You will need to make sure you toggle on the queues available for your department, or you will not receive phone calls. 

Also, remember to toggle off the queues at the end of the day to avoid long waiting times. 

Please, watch the video demonstration below to learn how to take department phone calls and opt-in.

 

1) Click on your initials located in the top right corner.

2) Click on the "Receive Queue Calls" link.

3) Toggle on the queues for your department. 

Remember to toggle off the queues at the end of the day to avoid long waiting times. 

Receiving queue calls

Now that you are opted-in to receive calls for your department, you will see a popup when receiving a call. Use your in-call controls just as you would normally on your Zoom phone.

In-call controls

Watch the following video for a Zoom Phone overview. 

 

 

 

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How to Record your Zoom Phone voicemail greetings 


Note: These instructions assume that you are signed in to the Zoom web portal through  FSW.Zoom.us

1. Click Phone from the menu on the left side

"Phone" tab.

2. Click Settings.

"Settings" tab.

3. Scroll down to "Greeting & Leave voicemail instruction" (below Business Hours).

Greeting & Leave voicemail instruction

4. Click on Edit.

"Edit" button.

5. Click Add Audio.

"Add Audio" button.

6. Click on the Record by Computer tab.

"Record by Computer" tab.

7. (1) Enter an asset name, and (2) select a category.

Asset Name and Category

8. Under "Record Audio", click the record button to start recording

Record button.

9. Speak into the microphone to record your voicemail. When you are done, click the record button again to stop recording

"Record" button.

10. Click on Add to set your new voicemail

"Add" button.

11. Your new set voicemail will now show under the Greeting & Leave voicemail instruction section

New voicemail.

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Most Common Zoom Phone Settings 


All the settings can be accessed using the web client at fsw.zoom.us. These are just the most common options.


Call History 


1. Sign in to the Zoom web portal.

2. In the navigation menu, click Phone.

"Phone" tab.

3. Click the History tab.

History tab in Zoom Phone web

 

Visit the Viewing call history and recordings Zoom guide for additional information.

 

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Voicemail 


1. Sign in to the Zoom web portal.

2. In the navigation menu, click Phone.

"Phone" tab.

3. Click the Voicemail tab.

Voicemail tab in Zoom Phone

 

Visit the Managing voicemail messages Zoom guide for additional information.

 

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Recording 


1. Sign in to the Zoom web portal.

2. In the navigation menu, click Phone.

"Phone" tab.

3. Click the Recording tab.

Recording tab in Zoom phone

 

Visit the Viewing call history and recordings Zoom guide for additional information. 

 

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Call Handling Section 


Updating business hours

1. Sign in to the Zoom web portal.

2. In the navigation menu, click Phone.

"Phone" tab.

3. Click the Settings tab.

"Settings" tab.

4. Look for the Call Handling section 
 

Note: To edit call handling settings for Holiday Hours, click Manage next to Holiday List & Call Handling, select a holiday, then click Edit next to Call Handling.

Call Handling changing business hours

4. Click Edit next to the Business Hours 

Edit link

5. Select the Custom Hours option.

Costume hours

(1) Select the days of the week.

(2) Select the time.

(3) Click on the "Apply hours to every day" link. 

(4) Click on the "OK" button. 

applying custom hours

  • When I'm busy on another call: Select how calls are handled when you are busy in another call.
    • Call waiting: Receive the call even if you are busy on another call. You can answer by holding/declining the first call or sending the waiting call to voicemail.
    • Forward to voicemail/videomail: Route calls to your voicemail or videomail.
    • Play a message, then disconnect: Plays a custom message for the caller then hangs up the call. Click Audio Library to customize audio.
    • Play a busy signal: Plays a busy signal to let the caller know you are busy.
    • Forward to another extension: Route calls to another extension in the account.
    •  

We will select the Forward to voicemail/videomail option for this example

1. Click on the down arrow.

Busy in another call options

2. Select the Forward to voicemail/videomail option from the drop-down menu. 

Drop down menu

3. Select the Save button.

Save button

  • When a call is not answered: Select how unanswered calls are handled during business or closed hours.
    • Forward to voicemail/videomail: Route calls to your voicemail or videomail.
    • Play a message, then disconnect: Plays a custom message for the caller then hangs up the call. Click Audio Library to customize audio.
    • Disconnect: Disables voicemail during the specified hours. The call will be disconnected without playing the voicemail greeting or routing to voicemail.
    • Forward to another extension: Route calls to another extension in the account.

 

We will select the forward to voicemail/videomail option for this example

1. Click on the down arrow.

when a call is not answered

2. Select the forward to voicemail/videomail option from the drop-down menu. 

Forward to voicemail option

3. Select the Save button.

Save button

 

Visit the Customizing call handling settings for full details and all the options available in the Settings tab. 

 

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Details

Article ID: 151773
Created
Tue 10/11/22 8:22 PM
Modified
Wed 10/25/23 12:34 PM