Microsoft Outlook with ShoreTel Communicator Making a Call and Initiating IM
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ShoreTel 14.2 ShoreTel Communicator for Windows 68
In order to view a contact’s presence status in Outlook, make sure to start ShoreTel Communicator first
before starting Outlook.
Information on ShoreTel Communicator’s Presence feature, including the description of the presence
icons, can be found in Chapter 5, Presence and Contacts on page 53.
Making a Call and Initiating IM
With ShoreTel Communicator integrated with Outlook, you can make a voice call and initiate IM using
ShoreTel Communicator from Outlook.
From the Outlook Inbox, select the contact you want to call. Select the Home tab > More button.
From the drop-down menu, choose Call. If the contact has more than one phone number in the
system, choose the phone number you want to call from the resulting drop-down menu.
or
Hover the mouse pointer over a contact name that displays a presence indicator. From the Contact
Card, click the Phone icon. If the contact has more than one phone number in the system, choose
the phone number you want to call from the drop-down menu.
The call is placed. Details on the call are displayed in the ShoreTel Communicator Active Call
area.
Initiating IM from Outlook
From the Outlook Inbox, select the contact with whom you want to initiate. Select the Home tab >
IM button. From the drop-down menu, choose Reply with IM or Reply All with IM.
Hover the mouse pointer over a contact name that displays a presence indicator. From the Contact
Card, click the IM icon.
From the ShoreTel Voice Mail form on the ShoreTel Voice Mail tab, click IM. From the drop-down
menu, choose Reply with IM or Reply All with IM.
The Chat window opens. Use the Chat window to participate in the IM session by typing your
message in the Input panel and clicking Send.
Creating and Joining a ShoreTel Web Conference
You can create and join a ShoreTel Web Conference from an open Outlook calendar appointment, if
you have enabled calendar integration.
Refer to the ShoreTel Conferencing User Guide for detailed information on ShoreTel Web
Conferencing.
Creating a ShoreTel conference
1. From an open Outlook calendar appointment, click Conference.
A new conference is automatically created and details on the conference are displayed in the body
of the appointment.
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