Welcome to Zoom
Maryland Distributing Partners is proud to team up with Zoom to provide cloud video conferencing, simple online meetings, and phone solutions into one easy-to-use platform. Zoom offers the best video, audio, and wireless screen-sharing experience across multiple platforms. Follow this article to learn about a few basic features of the Zoom client. More information can be found at support.zoom.us.
Desktop Application
Signing In
After launching Zoom, click Join a Meeting to join a meeting without signing in. If you want to log in and start or schedule your own meeting, click Sign In.
In Sign In, use your email login and password.
Home
After signing in, you will see the Home tab, where you can click these options:
•New Meeting: Start an instant meeting. Click the downwards arrow to enable video or use your personal meeting ID (PMI)for instant meetings.
•Join: Join a meeting that is in progress.
•Schedule: Set up a future meeting.
•Share Screen: Share your screen in a Zoom Room by entering in the sharing key or meeting ID.
In the top right corner you can click on your profile picture for the following options:
•Add a personal note.
•Settings: Access settings you can change in the client.
•Change your status to Available, Away, or Do Not Disturb.
•My Profile: Open the Zoom web portal to edit your profile.
•Help: Open the Zoom Help Center.
•Check for Updates: Check if Zoom is up to date.
•About Zoom: View the current version.
•Switch to Portrait View: Switch the Zoom window to portrait view if you prefer a narrower window.
•Sign out
Phone
Select the Phone tab to make phone calls, view call history, and play voicemail messages using Zoom Phone.
•History tab: View and delete call history and recordings.
•Voicemail tab: Play and manage voicemail messages.
•Dial pad: Make outbound calls by manually entering a phone number or searching through your contacts.
Contacts
Select the Contacts tab to view and manage your contacts.
•Directory tab: View a directory of all your contacts, including starred, external, and auto answer contacts. If your organization has Zoom Rooms, you will also see a list of Zoom Rooms.
•Channels tab: View a directory of your channels (used for group messaging). Starred channels appear at the top of the list.
•Add icon: Show options for contacts and channels. You can add a contact, create a contact group, create a channel, or join a channel.
Desk Phone
Placing, Answering, Returning to Calls, and Ending Calls
Placing a call: Simply pick up the handset, press the speakerphone key or press the headset key then enter the phone number or enter the phone number first then choose the method. To place calls quickly, choose a favorite in Home or Lines view or choose from your Favorites list, Recent Calls list or Contact Directory. Answering calls: To use the handset, pick up the handset. To use the speakerphone, press Answer, the speakerphone key, or the line key of the incoming call. To use the headset, press headset key. If already in handset, speakerphone or headset mode, press Answer and the phone will automatically use that mode. To answer a new call while on an active call, tap Answer and the current call will be held. To Return to your calls: If you navigate away from your calls, return to Calls view by pressing More and then Lines or the Home key. Scroll up or down to see all lines and calls. Ending Calls: Hang up to end a call or press End Call. In Calls view, select the held call, and press Resume End Call.
Checking Company Directory
Hit "Directory", then "Corporate Directory", then "AdvFind", and type in the name of the party whose number you are trying to find and then hit "Submit". Press "Dial" to call the highlighted name.
Checking Voicemail
To check your voicemail, press the home key, then "Messages" (3), then "Message Center" (1), then "Connect". Enter your PIN number when prompted, then the # key. To set up your voicemail PIN, see the 'Zoom - Setting up and changing voicemail PIN' article.
Favorites
Favorites are contacts you call most often. Favorites display in your Favorites list and Lines view. They also display when you choose the phone line in Home view. To assign a contact as a Favorite: From Home view, select Directories Contact Directory. Select the contact and select Edit. There are also 9 favorites that will display in Lines view and from Home view. They can quickly be dialed by choosing the correct contact. They will display according to an assigned index number. The contact with the lowest index number displays first. Establish the index number from the Edit Contract Screen by using the up and down arrow keys to select Favorite Index and entering an index number. Press Save. To dial a Favorite: From Home view, select Directories Contact Directory. From the Favorites list, use the up and down arrow key to select the favorite. The call is automatically placed. To reorder your Favorites list: Update the contact’s Favorite Index number in the Contact Directory.
Call, Hold, and Resume
From Lines or Calls view, press Hold. If in Call View, the call must first be highlighted. To resume a held call, from Calls view, use the up and down arrow keys to highlight the call and press Resume.
Redial
To dial the last number called, press the right arrow key for the Placed Calls list. The first number in the list is the last call placed. From the Placed Calls list, press Dial.
Microphone Mute
The mute feature allows you to hear the other party, but they cannot hear you. During a call, press the Mute button. The button turns red and a microphone on the screen indicates that the other party (or parties) cannot hear you. Microphone Mute applies to all modes: Handset, Headset, and Speakerphone. You can still hear all other parties while mute is enabled. To turn off microphone Mute, press Mute button again.
Screen Overview
Phone Views Your phone has three main views: Home, Calls, and Lines View (the default). To change views: For Home View press the Home key. From Home View press the Home key to display either Lines or Calls View. Home Views Home View displays the phone line, messages, settings and information. To change the displayed page, press the down or up arrow key. To change the highlighted entry, press the right or left arrow key. Select New Call to place a call. Select Messages to access voicemail. Select Directories to access Contact Directory, Favorites and Recent Calls list. Select Forward to establish forwarding options for incoming calls. Select DND to toggle DND (Do Not Disturb) on or off. When DND is enabled, your phone won’t ring and incoming calls will go to voicemail. Select Settings to access phone features and settings to customize the phone. Lines Views Lines View is the default display. Lines view displays phone lines, favorites, and soft keys. If the phone has calls, the phone line indicates the number of calls and if they are active or held. If there is an active call, the call color is medium grey. If the phone line has one or more held calls, the call color is light grey. To select a call, use the up and down arrow keys. Calls View If multiple calls are in progress or if there is one held call, Calls View can be accessed. Use the up and down arrow keys to view all calls. Entering Data Use the dialpad keys to enter information. To delete characters, use left and right arrow keys until the cursor is positioned to the right of the character, then press the double arrows. To enter characters, press key repeatedly to see the character options and then stop to select. To type special characters, select Encoding then use the 1, *, 0 or # key one or more times to enter special characters. To enter a space, select Encoding, select one of the alphabetic options and then press the 0 key. About Calls Only one call can be active at one time (others can be on hold). You can use the headset, speakerphone, or handset for any call. During a call, you have the option to change modes.
Placing Conference Calls
To establish a conference call: Call the first person. From Lines or Calls view, press More Confrnc. The active call is held. Using the Dialer, call the second person. When the second person answers, press More Confrnc or press Join to join everyone in a conference. To hold a conference call: From Lines or Calls View, press Hold. If in Calls view, be sure to highlight the conference first. To resume a held conference call: From Lines or Calls view, press Resume. To end a conference call: From Lines or Calls view, press End Call. ⋅ To split a conference call: From Lines or Calls view, press Split. The conference call ends. By default, the other two people are held.
Using the Speakerphone
Press the speakerphone button and it will glow green and activate the speakerphone. If on a call and want to use the speakerphone instead of the handset or the headset, press the speakerphone button then hang-up the handset. Press it again and the speakerphone will hang-up. Lifting the handset or pressing the headset button while on the speakerphone will turn the speakerphone off and place the call on the handset or the headset.
Incoming Call Ringtones
A simple way to personalize the phone is to change the phone’s ringtone. Unique ringtones can be chosen for the different lines on the phone. To select an incoming call ringtone for the phone or a line: From Home view, select Settings Basic Preferences. If multiple lines are configured on the phone, select the line to apply a new ringtone to. From the Ring Type screen, use the up and down arrow keys to select the ringtone. To hear the ringtone before changing it, press Play. The default ringtone is Low Trill. To set a ringtone for a contact: Navigate to the Contact Directory and select the contact. From the contact’s information screen, press Edit Ring Type. Use the up and down arrow keys to select the ringtone and press Save.
Call Transfer
When transferring a call to another party, there is an option to talk to the party before the transfer completes (consultative) or can be a blind transfer (without talking to the other party). To perform a consultative transfer: 1. From Lines or Calls view, press Transfer. The active call is held. 2. From the Dialer, press Consultative and place a call to the party to transfer the call to. 3. Connect and talk with the person, and then press Transfer. To cancel the transfer before the call connects, press Cancel. To perform a blind transfer: 1. From Lines or Calls view, press Transfer. The active call is held. 2. From the Dialer, press Blind, and place a call to the party want to transfer the call to. If you don’t see Blind, press More, and then Blind. The call automatically transfers to the party you specified.
Call Forwarding
To enable call forwarding: From Home View, press Forward. Select the forwarding type to enable, type a forwarding number, and press Enable. To disable call forwarding: From Home View, press Forward. Select the forwarding type to disable, and press Disable. To enable per-call forwarding: As your phone rings, press Forward, enter the forwarding number, and press Forward again.
Diverting Calls from a Contact to Another Party
The Divert option enables transferring of all incoming calls from a particular contact to a third party. To divert incoming calls from a contact to a third party: From Home view, select Directories, then select Contact Directory. From your directory, use the up and down arrow keys to select the contact whose calls should be sent to another person. From the contact’s information screen, press Edit. Then use the up and down arrow keys to select Divert Contact and enter the number of the person to send the calls to. Select Auto Divert and select Enabled. Press Save.
Call Park and Retrieval
Parking a call is very similar to putting a call on hold. The key difference is, when placing a call on hold it can only be retrieved from the phone that put the call on hold. With Call Park, a call can be placed on hold and picked up from ANY phone within the same business group. To park a call: From Lines or Calls view, press Transfer. Dial *94. An Orbit code will be announced which includes a * and 3 digits. Press Transfer again to park the call in that Orbit. To retrieve a parked call: Dial *99* and the Orbit code that was provided when the call was parked (example: *99*111). The call will immediately be connected.
Reject
When a call comes in that you do not wish to answer and do not want it to keep ringing your phone, press Reject. This will send the call immediately to voicemail.
Do Not Disturb
Enabling Do Not Disturb (DND) prevents the phone from ringing and sends all incoming calls directly to voicemail. All calls received while DND is enabled will be logged to the Recent Calls list. To toggle Do Not Disturb on and off, from Home view, select DND. If the phone is idle, press DND. By default, the Do Not Disturb feature applies to all lines on the phone. However, your phone may be set up so that you can enable the feature on a per-line basis. To enable or disable Do Not Disturb for a particular line: 1. From Home view, select DND. 2. From the Line Select screen, use the up and down arrow keys to select the line to enable or disable Do Not Disturb on. 3. From the Do Not Disturb screen, select Enable or Disable.