A toolbar is started for operation. It can be docked to any monitor edge and can be operated with any number of monitors.

To hide/show the toolbar

Swipe the mouse twice on the lower edge of the screen.

1. User/Status
   The user info in the upper left-hand corner serves as a status indicator and shows you the connection between your telephone system and your softphone.
   If the border (status) is not green, there is an error.
   Your telephone status is shown with a BLF:
   Green: You are not in a call.
   Red: You are in a call.
   DND: DND is activated.
   Click on the user icon to open a menu with additional user options (see below).

2. Team Panel (contact group display)
   An information bar appears at the top of the screen that displays both contacts and contact groups.

3. Contacts
   Opens a separate window to manage your contacts.

4. Call
   Shows a dialpad to make calls.

5. History
   Opens a clear call history.

6. Settings
   Opens settings.

7. Call Manager
   The call manager is an input bar for dialing phone numbers that appears it the bottom right-hand corner of your screen and can be moved anywhere on the screen via drag & drop.

8. Operator Panel (placeholder)

Click on the user button in the upper left-hand corner. A menu with addtional options opens.

• Set profile for outgoing telephony (SIP user)

• Start the application with the operating system (the soft-phone is started automatically with Windows)

• Restart in CTI mode (find more information under CTI mode / Softphone mode)

• Check for updates (search for newer versions of the soft-phone)

• Close application (exit the soft-phone)

Open the keypad via Call or use the grey button with the arrow. [ICON Placeholder]

To dial a call number, you can enter it via the keypad or type the call number via the keyboard in the Search or dial area. The call number is dialed by clicking on the handset symbol or using the enter key.

Alternatively, use the call manager to dial a call number (see below).

By entering a name in the Search or dial field, existing contacts are searched, and matching results are displayed in the favorites area. Clicking on the desired contact opens the contact information. You can call the primary phone number using the blue handset symbol, or other phone numbers using the gray handset symbol. In addition, you have the option of writing an e-mail to the contact or managing the contact. The contact origin is displayed via the symbol to the left of the name.

After a click, the call manager appears at the bottom right edge of the screen and can be moved anywhere on the screen via drag & drop. The call manager forms the lower basis for call pop-ups for incoming or outgoing calls.

If you are in an active call, you can open another call tab on the right below the first call tab. To do this, click on the "+". The existing call is automatically put on hold. (You can use up to 8 call tabs in parallel).

The call tab you want to control is displayed in light blue, while the other open call tabs are gray.

During a conversation, you can also use the comment and DTMF functions. To make a comment, enter your remarks in the field displayed. As soon as the call is ended, the comment is automatically saved in the call history.

If you want to make DTMF entries, you only have to switch to DTMF in the comment field. The comment field is then the area for your DTMF entry.

You can transfer calls via drag & drop. To do this, drag the call tab to the desired transfer destination. This destination can be a contact (favorite in the keyboard, contact in the team panel, contact in the contact window), a call tab, or any phone number in the keyboard or in the call manager.

For a cold transfer, an additional call tab can be opened while an incoming call is ringing, a call number can be entered in the keypad or in the Call Manager and the call tab of the incoming call can be dragged to this call number via drag & drop.

The same applies to transfers of active calls.

By clicking on the blue arrow you are able to pick up an incoming call from one of your colleagues.

Active calls can be put on hold by pressing the Hold-button. If you have several call tabs open, you can toggle between the lines by selecting the desired call tab.

All active call tabs can be combined into a conference by clicking the Conference button. Clicking the Conference button again ends the conference.

During a conversation, you can add comments to the conversation which are automatically saved in the call history, on your local device. This gives you the possibility to view important information directly and without much effort during the next conversation.

You can add new comments or delete existing ones with a right-click.

The summary is called up via the comment symbol. [ICON Placeholder]

You can select the terminal device for audio & microphone via the headphone icon. In addition, you will find further options available under Settings > Media device settings.

You can alter the volume of audio in- and output via the speaker icon.

Open the contact window by clicking on Contacts in the tool list.

A new contact can be created by clicking on the add-contact icon at the top of the action bar.

You can assign information such as name, address, phone number, and e-mail. With a click on Apply, the contact is added to your contact list.

With a left click you mark a contact. A marked contact can be called, edited or deleted directly.

To do this, use the buttons at the top of the contact window.

Right-click on any contact to open the contact information.

You can edit, delete or add the contact to a group using the 3-dot button.

Under the Numbers tab in the Edit Contact section, you can define the primary phone number of each contact.

To do this, drag and drop the desired primary phone number to the top position. To confirm, click on Apply.

You can also create a new contact via the history by right-clicking on the contact you want to add.

Under Number you will find the functions Copy or Add contact.

1. To create a group of contacts, click on Contacts in the Softphone Pro toolbar.

2. In the contact window, click on the Create-group-icon.

3. At the bottom you will find the function + New Group

4. A dialogue window opens in which you can select and enter a group name. With a click on OK you have created a new group. You can change the name of the group at any time or delete the group.

Click on the create-group-symbol again to return to the normal contact overview.

To add a contact to a group, it can be dragged and dropped onto the groups listed in the contact window on the left and thus assigned. Alternatively, you can right-click on the contact to open the contact information and use the 3-dot menu to assign the contact to a group.

To access the contact overview, click on Add favorite, or on the Contacts menu item in the toolbar.

To add a contact to the favorites, click on the star symbol of a contact. The contact is then in the favorites section of the keyboard.

You can add as many contacts as you like to the favorites. If there are more than 8 favorites, 7 favorites are displayed while the other favorites are available under "+x-Favorites".

Clicking on History opens a clear call history.

For a detailed call history, click on the symbol at the top right.

A separate history window opens where you can find information such as the date, start and end of the call, duration, call partner, call forwarding information and notes.

At the top right you can set the following options:

• Incoming Calls

• Outgoing Calls

Click on the Team Panel icon in the menu bar of the start page. The Team Panel opens as a separate window and is fixed to the top of your screen.

As a default, the team panel displays your favourite contacts and their call status. Additionaly, you can enable your blocked contacts to be displayed.

• Click on Favourites to disable or enable (blue: currently enabled)

• Click on Blocked contacts to disable or enable (blue: currently enabled)

1. To start the app in CTI mode click on the status indicator in the upper left corner.

2. A menu opens. Choose Restart as CTI client from the menu.

3. The app will immediately close and restart in CTI mode.

If you are in CTI mode and want to change back to the Softphone mode simply repeat the steps abough. This time choose the option Restart as Softphone client in step 2.

1. Click on the menu item Settings to open the settings.

2. A slider can be used to expand the area for administrators with necessary elements, such as TAPI settings or Action URLs.

Under Settings, you can also view the current version number of the software and download a new software version if necessary.

You can activate up to 5 action URLs by simply inserting URLs in the designated areas and specifying that the URLs are to be displayed in the external standard web browser. The stored action URLs can be (de)activated, deleted, or edited at any time.

Click on Apply to apply the changes made in each case.

Dialling rules can be set for inbound and outbound calls.

Right-click on the table to add a new rule (or delete an existing rule).

You can switch the keyboard shortcut on or off by pressing the slider on the right side.

To change the keyboard shortcut:

1. Highlight the input field.

2. Type the desired key combination.
   ⇒ The program automatically recognises the key sequence.

3. Click Apply to save the settings.

If you press a control of a certain shortcut key, the display changes from Global to Application, whereby the shortcut key only works within the opened application.

If the display is set to Global, you can use the shortcut key anytime.

The default shortcut keys (hotkeys) are:

If you would like to use TAPI on the workstation on which the software is installed, no special settings are required. The software finds all the settings automatically.

If you would like to use the TAPI service on a remote computer, such as a terminal server, the following settings must be made:

• IP-Address of the TAPI Service Providers
  Enter the domain or IP address of the server or PC on which the TSP driver is set up and accessible.
  Add the TCP port under which the TSP driver is addressed.
  Example: 192.168.20.112:21077

• TSP Device (Line)
  Select a numeric TAPI line number on which data is to be exchanged.
  Please note that each TAPI line can only be paired with one device.

• Customer-specific sender ID for TAPI
  Sends a specific, fixed TAPI ID. The CLIP feature must be supported by the SIP service provider.
  Please note that it is only available in CTI mode.

Select a TAPI line in the respective SIP soft client that is to communicate with the TAPI server instance.

Enter your TAPI server address (e.g. your terminal server) including the TCP port.

Select Use Server to activate the TAPI server function.

The following QoS levels are available: