Imagicle Contact Manager (Speedy Enterprise) License
Imagicle Contact Manager (Speedy Enterprise)
Speedy- User Guide
included in the Imagicle ApplicationSuite for Cisco UC
1 . Introduction
1.1 Purpose of this document
This guide has been created to allow Imagicle Speedy users to access to company directories, browse contacts and make calls from different users’ interfaces.
Imagicle Speedy allows users to create directories with contacts, manually or by importing from files or from external sources and provides access to its directories through:
- Web interface
- Selected Cisco IP Phones
- Jabber for Desktop
- Blue’s Attendant CTI client (not treated in this guide)
The access is fully managed by an intuitive and easy to use interface, available in six different languages: English, German, French, Spanish, Arabic and Italian.
1.2 Imagicle ApplicationSuite overview
Speedy Enterprise is included in the ApplicationSuite, which provides a set of best in class applications empowering and simplifying existing collaboration offering.
The Imagicle ApplicationSuite addresses the needs of organizations from any vertical, providing an awesome experience to all users, from their Jabber desktop and mobile clients, their IP Phones, browsers, and mobile devices (iOS-Android Smartphones & tablets).
All the applications can be accessed through an easy to use Web Interface: IP Fax Server, Accounting & Billing, Advanced Directory Services-CallerID-ClickToCall, Attendant Console-CTI-Advanced Queueing, PhoneLock, Call Recording and more.
The web interface provides a single integrated environment to get access to all functionalities by logging in once.
In an international multi-site environment, each user has a localized access to Imagicle server with own language.
2 .Speedy – User Web Interface
Speedy provides its own web portal, that you can access with your own credentials. Just open a supported web browser, like Internet Explorer, Firefox, Chrome or Safari, and enter the name or IP address of Imagicle server. This will bring the Imagicle Suite login page:
Normally, users’ credentials are the same as Windows PC logon (Active Directory). Pls. contact your IT administrator for further details. Once logged in, Imagicle Suite’s main menu is displayed, showing all application available to users. Pls. click on “Directory & Caller ID” icon to access to Speedy pages.
IMPORTANT Based on your privilege, you can have a read-only access to a limited set of directories (simple user) or you can edit department and personal directories (superuser) or you can have full control of all directories (administrator).
2.1 Speedy Search page
First Speedy web page that appears is named “Search Contacts”. This page allows you, depending on your permission level, to perform a contact search on all Public directories, plus selected Department and Personal directories:
- Simple search provides a single search field and it acts as a Google-like search on all directory’s fields, including name, surname, phone numbers, etc.
- Advanced Search allows you to perform a search based on specific fields: last and fist name, email, phone number, department
- For both above search criteria, it is also possible to configure specific “Options” to limit search to internal or external contacts, change search mode (begin with, contains, equal to) and limit number of search results to a desired number of contacts
Below you can see an Advanced Speedy Search sample.
By clicking on any internal/PSTN blue phone number’s link available in search results, you can actually trigger an outgoing phone call to that number, using phone device currently associated to your user’s profile.Pls. keep in mind that phone device’s IP address must be reachable from your PC.If your CUCM profile includes multiple phone devices, you must ask your administrator to configure into Imagicle user’s profile the specific MAC address of the device from where you want to initiate outgoing calls.
2.2 Speedy Directories Management
Next Speedy web menu item is “Manage Directories”. This web page shows the list of all available directories you have granted the access. This list includes three different types of directories:
- Public Directory: it includes contacts which are accessible to every Speedy enabled user. You can search and browse this directory, but you cannot change it, unless you are an administrator.
- Department Directory: it includes contacts which are accessible to Speedy enabled user associated to a specific department. You can can search, browse and modify it by adding changing and removing contacts.
- Personal Directory: This is a directory that has been created by you, therefore you can search, browse and modify it by adding changing and removing contacts.
A “lock” besides directory type means that relevant directory is blocked for any type of user. A yellow star besides directory type means that this is a “VIP” directory and its contacts will get priority when they call a service managed by Imagicle Queue Manager application.
By clicking on “Create New Directory”, you can add a new Personal Directory and fill it with manually entered contacts or with contacts imported from an Excel/CSV file.See below a sample of manually adding/editing a contact, with all available fields:
Pls. note that, for each phone number, you can also configure a “Speed Dial” short number, a very powerful feature for a quicker and easier to remember call to frequent phone numbers.Please ask your system administrator the numbering range you can use for assigning Speed Dials.
You can also add contacts using CSV import. You can download an empty template from Speedy web interface and fill it with contacts data, starting from second line (first line includes fields header). Pls. remember to save CSV file with “UTF-8” format.
3 .Speedy – Cisco IP Phone Interface
Speedy provides its phone directories access from most Cisco IP phones equipped with an LCD display, like 69XX, 79XX, 88XX, 89XX, 99XX.To access Speedy directory, you just have to press the specific “Directory” button on your IP Phone. If it does not connect, please ask your system administrator to enable it.Pls. see an example below:
3.1 Search & Browse directories and contacts on your phone
Once into “directory” phone menu, you can scroll down up to Speedy directories. By click on this option, you access to Speedy submenu where you can find the list of directories you have granted the access. This list includes three different types of directories:
- [PUB]= Public Directory: it includes contacts which are accessible to every Speedy enabled user. You can search and browse this directory, but you cannot change it.
- [DEP]= Department Directory: it includes contacts which are accessible to Speedy enabled user associated to a specific department. You can can search, browse and modify it by adding,changing and removing contacts.
- [PVT]= Personal Directory: This is a directory that has been created by you, therefore you can search, browse and modify it by adding changing and removing contacts.
Other than directories list, you can find two different contact search options:
- Search all directories: This option allows you to search in all directories using a “simple” mode, with one search field (google like), or an “Advanced” mode, where you can specify first/last name, company, business phone, etc.
- Fast search: This option allows you to search in all directories using the numeric keypad in a similar way as “T9” contact search on mobile phones. Just as an example, if you need to search for all contacts named “Wilson”, you should enter the digits 945766. See picture below.
To call the contact or just to see further details, you just have to click on one contact name. You will see all phone numbers available for this contact, with the option to “Dial” contact, “Edit” contact details (if authorized) or view “Info” like company name, email, etc. See screenshot below:
On your department’s directories and on your personal directories, you can also add/modify contacts:
3.2 Caller ID
Thanks to the immediate pairing of the calling number with the contact in your directories, you get all the info you need right away on your phone’s display.Based on how your system administrator has configured this, you can either get the contact name in your received/placed call list or not.
4 .Speedy – Blue’s Attendant Console
Speedy contacts are accessible from Blue’s Attendant console, whatever version you are using: One Enterprise, Professional, Enterprise.
When Blue’s Attendant client is running in full screen mode, you can click on “Contacts” tab to search, view, modify and delete contacts.
Contacts tab provides a single search field and it acts as a Google-like search on all directory’s fields, including name, surname, phone numbers, etc. See screenshot below.
An advanced search feature allows to search contacts by adding one or more filter on each available field. You can click on black funnel icon to clean all filters. See screenshot below.
To view full contact’s details, you can select one contact and click on icon to pop-up a new window with all contact’s data. See screenshot below.
Depending on your permissions, from pop-up window you can also edit contact’s data or fully delete the contact. Moreover, “Create new contact” option allows you to add a new contact and assign it to a specific directory.
5 .Gadget for Cisco Jabber Desktop for Windows
Speedy application includes a free gadget for Jabber, called Contacts, which allows you to browse, search and dial contacts you have granted the access. You can access to this feature by clicking on “Speedy” button available on left pane.
You can login with same credentials you use for web interface.
In this case, you have the option to search in all external directories by using a single field or by using “Advanced Search”. Otherwise, you can double-click on any directory to browse its content.
Once you have found the contact you are looking for, you can simply click on blue phone number’s link available in contact details, to trigger an outgoing phone call to that number, using phone device currently associated to Jabber or its own softphone.
You can also add and modify contacts with same permissions you have from the web interface, detailed above. Speed dial numbers can also be dialed and edited from Speedy gadget for Jabber.
And you can display callerID, if the caller number is available in your directories:
5.1 Clip and Dial
Thanks to the Imagicle Gadget for Jabber, it is possible to add Clip and Dial functionality from any app: just select a number and press CTRL-1 (or the configured hotkey) to dial it.
To enable the Clip and Dial functionality, you need to install the Imagicle One Desktop tool once, by clicking on top of the Gadget as per the image below
Then you need to right click on One Desktop icon in the Systray and Enable the service: the icon will turn to Blue color when enabled.
Through the Options link you can change the HotKey to use for calling the selected number.It is also possible to automatically add the outgoing call prefix (0-dial) for Clip&Call.
6 Speedy – Imagicle Contacts App
Imagicle Contacts is a Speedy App developed for iPad/iPhone and Android devices, which easily and quickly allows you to browse, search and call any contact available into your directories.
With Imagicle Fax, StoneFax is the first IP Fax server which extends fax functionalities to mobile devices, enpowering your communications system at the top level, for both Small-Medium enterprises and large corporates.
You can freely download the app for your smartphone or your Cisco DX device, straight from relevant online stores:
6.1 Imagicle Contacts Configuration
Imagicle Contacts requires, at first run, to enter some AppSuite parameters and personal Speedy user’s credentials. This configuration is the same for both Apple and Android devices:
- AppSuite Username, as configured in Imagicleserver
- User’s Password, as configured in Imagicle server
- AppSuite IP address. Ask your administrator for correct address.
Click on “Login” to access to main menu
By entering any type of contact detail, even partial data, you activate a search in all Speedy directories: Corporate & personal. Search results include all contacts which contains search string (in one or more fields).
Moreover, you can start a search in “Colleagues” directory, which includes all internal phone extensions in your Company. Search procedure follows the same rules of other Speedy directories.
Touch one contact to retrieve the list of his/her available phone numbers. See screenshot below.