© 2016 CDK Global, LLC March 18, 2016 b28528 1

Jabber for Windows Quick Reference Guide

Logging In My Username:_________________

My Password:_________________

1. Open the Cisco Jabber shortcut on your desktop or from the Windows Start menu.

2. Enter your username and password, then click Sign In.

Changing Your Status You can manually change your status or enter a custom value. Your status displays only when you are online.

Changing Your Status ! Click the triangle next to your status, and then select the new value. Creating Custom Status Messages Your last three custom messages for each status type are saved and available for re-use.

! Select the current type of status (i.e., Available, Away, or Do Not Disturb). ! Click in the state field, type your custom status message, then press Enter.

Switching Between Phone and PC

If you have both Jabber and a Cisco IP Phone associated with the same extension, you can select which device you want to use for incoming and outgoing calls.

1. Click or . 2. Click the option you want to activate.

Making Calls Jabber provides several ways to make a call to a contact or to an ad-hoc number.

! Right-click a contact, then click Call, or click next to the contact’s entry. If multiple numbers are configured for the contact, click the number you want to call.

! In the Search field, type an extension or outside number as you would dial it from your phone, and then press Enter.

! In the Chat window header, click . If the contact has multiple numbers, click and then click the number you want to call.

! From the Call History window, click , or right click the entry and click Call back.

! On the Contacts tab, select the contact you want to call. From the menu, click Communicate | Call. If multiple numbers are configured for the contact, click the number you want to call.

Answering Calls

When an incoming call arrives, a screen pop appears in the bottom right of your screen. You have the following options:

! Chat reply: For internal calls only: opens a chat window with the caller so you can send a message instead of answering the call

! Answer: Answers the call and opens the Call window.

! Decline: Sends the caller to your voice mailbox

Ending Calls To end a call, click .

© 2016 CDK Global, LLC. b28528 2

Quick Reference Guide

Managing Calls Button Description

View full-screen

Show/hide self-view

Show/hide keypad

Mute/unmute audio

Adjust volume

Show/hide menu

End Call

The Call Control Toolbar is activated when you place or receive a call, but it hides after a few seconds of inactivity. Roll your mouse over the video portion of the call window at any time to show the call control toolbar again.

Transferring Calls ! While on an active call, click in the call menu, then click Transfer. ! You can either type the number manually or search for a contact:

! Manual Number: Type the extension or outside number as you would dial it from your phone, then press Enter.

! Search Contacts: Type the name of the person to transfer the call to. Results return with each character you enter. Double-click the contact to transfer the call.

! Click Transfer.

Conference Calls ! While on an active call, click in the call menu, then click Conference. ! You can either type the number manually or search for a contact:

! Manual Number: Type the extension or outside number as you would dial it from your phone, then press Enter.

! Search Contacts: Type the name of the person to transfer the call to. Results return with each character you enter. Double-click the contact to add him or her to the conference.

! Click Conference.

Forwarding Calls You can forward calls to another number or to your voice mailbox.

1. Click . 2. Roll your mouse over Forward calls to, and then select either Voicemail or New

number. If you selected New number, type the new number and click Forward.

© 2016 CDK Global, LLC. b28528 3

Quick Reference Guide

Managing Contacts Contacts are pulled either from your dealership’s Active Directory or from Unified Communications Manager (your CDK Network Phone system).

You can create custom groups to organize your contacts. You can add the same contact to multiple groups.

Creating Groups ! Click the Settings button . ! From the File menu, click New | Group. ! Type the name for the new group, then click Create. Adding Contacts ! Click the Settings button . ! From the File menu, click New | Company Contact. ! Type the person’s name in the search field. Contacts in your directory display with

each character you type. ! Double-click the entry. ! From the Add to drop-down list, select the group to add the contact to. ! Click Add to add the contact to the selected group. Moving Contacts Between Groups Right-click the contact you want to move, roll your mouse over Move to group, and then click the new group’s name.

Removing Contacts ! To remove a contact from your list, right-click the entry, then click Remove. ! Click Remove again to confirm. Renaming Contacts ! Right-click the contact to rename, then click Edit Profile. ! In the Display name field, type the new name for the contact, then click Save.

Listening to Voice Messages You can right-click a voice message to call the person back.

1. Click the Voice Messages tab. 2. Click the play button in the message’s entry.

Note: You can call your voice mailbox by clicking Call voicemail.

Viewing Your Call History The call history displays calls you made, received, and missed while logged in to Jabber.

! Click the Recents tab. ! You can sort the list by date range (View) and by call type (Type). If you have

missed calls, the icon displays the number of missed calls in red .

Sharing Your Desktop You can share your desktop with another Jabber for Windows user.

! Start a call with another Jabber for Windows user.

! In the call window header, click . CDK recommends minimizing the call window when sharing your desktop, so you don’t share the video call.

Sending Files to Contacts You can send a file to a contact who is also using Jabber for Windows.

! Drag-and-drop the file from your PC to the active chat window. OR

! During an active chat session with a contact who is online, click . ! Navigate to and select the file, then click Open to send the file.

© 2016 CDK Global, LLC. b28528 4

Quick Reference Guide

Chatting with Contacts You can chat with other users at your dealership, individually or as a group.

The Chat window keeps a running history of your chats with each contact. Group chat conversations are not saved after you close them.

You can change the default font by clicking .

Individual Chat Complete one of the following to chat with a contact:

! Double-click the entry in the Contacts list. ! Right-click the contact’s entry, and then click Chat. OR ! Select the entry in the Contacts list. Click the Settings button, then click

Communicate | Chat. To add another participant to an existing chat, click , search for the contact, double-click the contact’s name, type a subject for the chat, and then click Start.

Group Chat 1. From your contacts list, select the entries to chat with. Press and hold Ctrl while

clicking to select multiple contacts. 2. Right-click one of the selected contacts, and click Start group chat. OR from the

menu, click Communicate | Start group chat. 3. Type a subject for the chat in the Topic field, then click Start.

Viewing Your Calendar If Jabber is integrated with your dealership’s Active Directory, you can view events on your Outlook calendar from Jabber; this works only with the Outlook for Windows client, not the web-based version.

1. Click the Meetings tab. 2. Click More Details to open the item in your Outlook.

Integrating Jabber with CTI Toolbar 5.x If you use Jabber in conjunction with CTI Toolbar, you need to configure the application so that screen pops and call control functionality work optimally with both applications.

Follow these steps to configure CTI Toolbar 5.x to integrate properly with Jabber:

! Minimize the CTI Toolbar by clicking the Minimize button .

! Open CDK Drive or CRM to integrate your phone system. CTI screen pops will display only if you are integrated with one of these applications.

! When you receive an incoming call, re-position the CTI screen pop so that it sits just above the Jabber screen pop.