In order to use the app proceed as follows:

- Open start.chesscloudpbx.com

- Enter your username (this is your e-mail address) and password.

- Click on login.

Once you are logged in, you will see the start screen of the app.

The app is divided into 5 major sections:

1. App menu in the top left corner
2. Search bar on the top
3. Telephone menu on the left side
4. Favourite list (your BLF keys)*
5. Telephone / Dial field

Now more on each section:

Here you will find the following features:

• log in and log off from the app
• select the device you would like to call with
• add devices you would like to call with (C2D target)
• switch between your devices

You can make calls via the app, via your extension i.e. the device connected to your extension (e.g. desktop telephone) or another target e.g. your mobile phone. This feature is called Click to Dial (C2D). You select the target via which you want to make calls and all your calls will be made via this target.

When the app menu is closed, you can see your name and the device you are calling with in left top corner.

- If you would like to add a new external number you would like to call with, click on your name in the upper left corner.

You will be taken to the App menu.

- Click on the + sign in the "Call with" section.

An input field opens up. Here you can now enter your new external number, e.g. a hotel room telephone from the hotel room you are currently staying in.

- Enter a name and telephone number for the external number.

- Click on Save.

The City Hotel number appears now in the list of devices you can make calls with.

- To make a call via the hotel room number, click on the City Hotel entry.

The hotel room telephone is now selected as your device to make calls.

Search the pbx and your private phone book. Search results are clustered.

Next to the search bar you will find some shortcuts of the following features of the app:

Find more information on how to make calls in the chapter Telephone - how to make calls.

Here you will find received, made and missed calls as well as voicemails.

• Double click on entry to see more details or to delete the entry.
• Listen to your received voicemails directly in the history tab (visual voicemail).

Here you will find all your contacts in alphabetic order.

-In order to call a telephone number from the list, click on the entry and click then on the number.

For more options, make a right-click on the number.

You can filter your contacts into global and private contacts. You can edit entries and add new ones.

- To do this, click on the corresponding feature icon that appear in the search bar as soon as you switch to the Contacts area.

Here you will find all app parameters, e.g. the following features:

• User settings
• Call forwarding
• Queues
• Function keys
• Fax
• Download
• Info

The favourite list is a list of function keys e.g. speed dials or busy lamp fields set on your extension.

For example, you can save telephone numbers that you call most frequently to your favourite list.

- Click on Edit favourite list.

- Then click on the plus button and enter the telephone number and the name.

- Save the entry.

The entry now appears in the favourite list.

In case there are already function keys set for your extension (e.g.to your desktop phone), they will appear here in your favourite list.

• Dial here the telephone number you wish to call
• Use the DTMF field to enter the telephone number you wish to call or to enter conference room PINs

There are several possibilities to initiate a call:

• double click on the number you want to call or
• drag & drop the number to the area on the right or
• use the dial pad to enter the telephone number or search the directory via the search field

In case of an incoming call, a pop up with caller's information as phone number or extension and name will appear.

- Accept or decline the call.

You can put a call on hold by clicking on the hold button .

• In case of a second incoming call, a pop up with caller's information will appear. A second indication will appear in the telephone field.

- Take the second call and put the first call on hold automatically.

Or you can deflect the call to your voicemail.

You can also put both calls on hold at the same time.

Call swap is a change between two active calls.

- Click on the telephone number and swap the calls.

You will see the active call in the green bar on the very top of the app and in the telephone field, tagged as "In call".

While you have an active call and one call on hold, you can add both calls to a three-way conference.

1. Drag the call on hold per drag&drop towards the active call.
   ⇒When you start to drag the call on hold, the icon for the three-way conference appears.
2. Drop the call on the Conference icon.
   ⇒ The three-way conference will start.

Here you will find all app parameters.

The settings are clustered into seven sections:

• User
• Call forwarding
• Queues
• Function keys
• Fax
• Download
• Info

• Here you can see your profile
• Change your password
• Select your primary device - for more details see chapter Overview - App menu
• Select your app language
• Set options like call waiting indication, intercom, parallel ringing
• Set ringtones
• Set voicemail settings
• Add linked extensions

In the Voicemail tab, you can

• Activate/deactivate the option Send voicemails via e-mail
• Activate/deactivate the option Delete voicemails once e-mailed
• Change your voicemail PIN

Set call forwarding parameters.

For more details, see the chapter Call forwarding.

Currently not available.

Set your functions keys.
Your function keys will also be shown as contacts in your favourite list.

In case you have a fax extension, you can connect it to your app in order to send and receive faxes.
You will need your fax login and PIN to connect your extension.

- Go to Settings - Fax - Add fax.

Once your fax extension is successfully connected, the feature fax will appear in the menu. Here you will find your fax history and can send faxes.

1. Click on Add fax or the + button.
   ⇒A new window appears.
2. Enter your fax login and PIN.
3. Click on Save.
   ⇒The fax is added to your list.

Once the fax extension has been added, the fax feature will appear in the menu on the left.

In this section, you can:

• See your fax history
• Send faxes

To send a fax:

1. Select an eFax name from the drop-down menu, if you have more than one fax extension added.
2. Enter a number you want to send the fax to.
3. Tick Send with cover sheet if you want to attach a cover sheet to your fax.
4. Drag&drop a PDF file you want to send.
   ⇒The preview will show your file.
5. Click on Send.
   ⇒Adding fax to queue is displayed in the snack bar at the bottom of the screen. The fax has been sent.

To add a fax cover sheet:

1. Click on the + button next to the Add cover sheet.
2. Enter the name, sibject and the message of your fax. The preview of your fax is shown on the right. Please note that the date and sender are added automatically.
3. Click on Save.
   ⇒The cover sheet has been added to your list.

Here you will find the current version of the Desktop Apps for Windows and macOS for download.

Here you will find more information on the app.

Each user has an automatically set call forwarding profile - the default profile.

It is active per default.

- You can create your personalised profiles for certain scenarios as e.g. "Vacation" and set the target phone number to which the call can be forwarded to.

- Click on the + button under the profile tab.

- Define a title and the profile number for your profile. You can also define a colour for your profile.

You have created a profile "Vacation". To define exactly what this profile should do, you can either activate one of the call forwarding conditions

• Always
• Busy
• No answer
• Not registered

You have created a profile "Vacation". To define exactly what this profile should do, you can either activate one of the call forwarding conditions

• Always
• Busy
• No answer
• Not registered

or you can set a rule and use source-based call forwarding (for more information, see Source-based call forwarding).

- In order to activate a profile, click on the blue dot next to the profile name.

There are four call forwarding conditions. In order to use them, you need to define a destination to which the call should be forwarded to.

- Define the call forwarding destination via the dropdown.

What do the call forwarding conditions mean:

• Always

The call will always be forwarded. The caller will then be forwarded directly to the defined destination.

• Busy

Your extension is busy. Where should the call be forwarded to?

The caller receives a busy signal and will then be forwarded to the defined destination.

• No answer

You are not answering the incoming call within a defined time limit. The time limit can be set to 5, 10, 15 or 20 seconds by clicking on the number dropdown.

- Click on the number in the Dropdown.

The caller receives a waiting signal and will then be forwarded to the defined destination.

• Not registered

Your device is not registered on pbx (e.g. broken cable etc.). All incoming calls will be forwarded to a defined destination.

In case you wish to create a similar profile but one that would still differ from an existing profile, you can duplicate a profile.

and enter a new profile title, choose a profile number and .

- Click on the duplicate button.

- Enter a new profile title and choose a profile number.

- Define the rules and conditions.

- Save the new profile.

Before you can join a conference, you need to subscribe to this conference.

- Enter the conference name or extension in the search bar.
You will see results in the active search, grouped by type and in alphabetic order.

Here is this example we are looking the "Audio Conference" with the extension number 388.
The conference room was found and needs now to be subscribed to.

- Click on the entry conference.

- Enter the conference PIN number.

- Click on subscribe.

Once you are subscribed, you will see conference as a new tab in the menu of the app and you will see the conference you have subscribed to in the conference list.

For more information on the conference, click on the entry. A pop up will open.

- To see the participants of your conference and to access conference features as mute / unmute etc., slide over the conference name.

- Click on the conference icon and go to the conference info.

The conference info looks as follows. Depending on in what way you participate in a conference, as a participant or presenter, you have different control possibilities over the conference.
In general, the following features are available in a conference:

• mute or unmute participants
• exclude a participant from the conference
• invite participants
• make the conference public or private

In a conference, a host and participants can:

3. Log in to the Desktop app and open Settings.
After about a minute, CRM Connect will appear as a new tab under Settings.

4. Click on CRM Connect to start configuring your CRM integration.

1. Click on Open CRM Connect Configuration.

A new window will open in the task bar.

2. Click on the Integrations tab.

3. Click on (Add new) under the Integrations tab.

4. Click on the Integrations drop-down menu.

5. Select the CRM application you want to integrate.

6. Click on Add.

A configuration page will open.

7. Enter the remaining settings according to the page dialogue.

8. Click on Save to complete the integration.

Click on Cancel to cancel the configuration of a new integration.

Click on Delete to remove a previously configured integration.

2. Open the file and follow the installation wizard.

3. The installation wizard requires the repeated entry of the password.

4. After successful installation, the installation wizard can be closed.

1. After Cloudya has been started, the Integration application also starts.

2. Further CRM systems can be added in the configuration under Integrations.

7. A help menu is available for each CRM integration

For each CRM system listed, a detailed step-by-step guide is available via the Help button.

Dialling

CRM Connect offers you various outbound calling methods.

This dialling methods displays a dial icon for a field containing a phone number.

The field must be selected first or be in "focus" for the dial icon to appear.

Clipboard dialling enables quick dialling by selecting and copying telephone numbers.
A dial pop-up prompt automatically appears when the number is copied to the Windows clipboard, either by keyboard or by mouse clicks – simply click the phone icon to make the call.

ScreenRead dialling allows any telephone number visible in Windows applications, documents, email signatures or images containing phone numbers to be dialled.

– Position the mouse cursor over the number to dial and hold CTRL+SHIFT to activate the "capture" box.

The "capture" box will automatically convert anything that appears to be a telephone number into a click-to-dial button.

Browser Extension

Web dialling enables you to make outbound calls directly from a web browser.

1. Select a web browser extension to install.

2. Configure dialling directly from a web page for Edge, Opera, Chrome or Firefox.

Enable TAPI-compatible application to assist with dialling:

– Enable TAPI driver (dial only), "CallTo" protocol handler, or TAPI request handler.

TAPI driver ( dial only): This option is more commonly used than TAPI request handler, as is the case with CRMs such as Goldmin, ACT! and other desktop-based platforms. This selection is for CRM systems that support TAPI drivers via the phone and modem options on the PC. In compatible CRM systems, such as Goldmine, the UC TAPI driver can be selected from the application to initiate an outgoing call from the CRM system via CRM Connect.

CallTo protocol handler: By enabling this option, CRM Connect automatically recognises the CallTo protocol that is formatted accordingly (e.g. CallTo:[0123456789]) to initiate acall via CRM Connect.

TAPI request handler: This is used far less frequently than the TAPI driver. This feature supports CRMs that make a request to "ialer.exe. There is no configuration within the CRM, but CRM Connect creates a registry setting in dialer.exe to use CRM Connect for outbound calls.

Under the Advanced tab, you will find the following:

• application-specific version details
• language settings for the CRM Connect menu
• customer feedback option which, once selected, will enable communication of anonymous data to help improve the product
• application logs that contain details about the software configuration