Posts Tagged 'ease of use'

Free/Busy Calendar Integration

Published February 11, 2010 Feature Highlights Leave a Comment
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Hi everyone,

Some of the crew in Sutus Support mentioned that asking about integrating a Free/Busy calendar from Outlook was a popular topic, so I decided to do some research. There’s a good article in the Help files, but why go there when you are already here?

First of all, a free/busy calendar is not just a calendar for one person. It is a calendar that combines many schedules and displays them on one page. This really saves time when you are booking appointments or scheduling team meetings, to name but two examples. Essentially, when a person publishes their Outlook calendar to the Business Central, that schedule information becomes available to other employees.

Enough of the talk, Dave. How do we do this? Well, if you’ve used the BC200’s Install Wizard, your Outlook calendar is already ready to use. If you haven’t, or you have recently upgraded your systems, or you just want to know what’s happening under the hood, read on.

These instructions may not be exact if you’re using a different version of Outlook. Here is what to do if you’re using Outlook 2003. (This is all in the BC200 Help files, if you get stuck.)

  1. In Microsoft Outlook, select the Tools menu, and then go to Options.
  2. Click on the Calendar Options button, and then click the Free/Busy Options button.
  3. Check the Publish at My Location checkbox, and then put http://central.YOURDOMAIN:8080/freebusy/daveco.vfb into the Publish at My Location text box. Be sure that you have entered it exactly as in the example! Now replace “daveco” with your Business Central logon name, and “YOURDOMAIN” with your domain name.
  4. Fill in the Search location text box exactly as follows: http://central.YOURDOMAIN:8080/freebusy/%NAME%.vfb This time, don’t change YOURDOMAIN or %NAME%, though.

Now, your Outlook calendar appointments will be visible to other people when they are scheduling appointments in their Outlook. Be careful, though – the Business Central does not support calendar sharing, which is when you can see other people’s calendar information in your own calendar.

It’s hard to be excited about a calendar, I know, but it’s simple to see how this can increase efficiency around the office. I’ll write again next week, as I see that I’m free at 4:30…

-Dave.

One Number to Call Them

Published January 14, 2010 Feature Highlights Leave a Comment
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Hi everyone,

I want my customers to get a hold of my people easily. Isn’t it frustrating to have to remember two or three business phone numbers just to talk to one person? Get a competitive edge and make your people easy to contact by optimizing your Call Flow.

Case 1 – The Mobile Employee

Jim, our service tech, usually works offsite, but in town. He starts and ends his day at the office, so he needs to be contactable, but he doesn’t want to give out his cell numbers to clients. When somebody calls Jim’s extension, the BC200 will ring his desk phone first, in case he is in the office, and then forward the call to his cell phone using an external line.

Case 2 – He’s Overseas

Daniel, our traveling sales agent, is often out of the country, and he’d like to have an ‘office phone’ while overseas. Calling his extension here will ring his desk phone and his softphone (communications software that acts like a telephone) at the same time. If he doesn’t answer, the caller will be directed to the Auto-Attendant. The caller will think he is in the office down the street, but he’ll really be in Germany, connected to our BC200 with a VPN! As a bonus, the VPN allows him secure access to his email, the internet connection in the office, shared documents, and even the office printer.

Case 3 – Her desk is here, but she works over there…

Renata is a designer, but she spends a lot of time collaborating with Jean in the production department. She needs to be available wherever she is. Here, the BC200 will direct the incoming call to Renata’s desk phone, then ring Jean’s phone in the engineering department, and then terminate the call back at Renata’s voicemail.

Case 4 – Like a Pager

Dr. Beesie doesn’t want to take non-emergency calls while in the clinic, but she wants to get messages. In this case, the BC200 doesn’t ring a phone – it just terminates the call at her voicemail. The good doctor can then return her calls as time permits. (Using the last tip, we could forward the notification emails to her cell phone… just to give you a few ideas!)

Case 5 – Anyone Will Do

Our tech support department has many workers – Bill, Steve, and Eric, to name just three – and they can all help our clients. Someone calling Bill will ring his desk phone, then to all the phones in the Tech Support shared workspace, and then to the voicemail for the tech support shared workspace.

Set It Up.

Here’s how to do it. Call flows are editable under the Edit Workspace tab – just double click the workspace name, select Phone Service, and choose Incoming Call Flow. We can have up to three sequential destinations for an incoming call. Each destination can be a physical phone, a softphone, a forwarding number, a voice mailbox, or the Auto-Attendant. Just start at the top of the page and work down, and that’s the order the BC200 will follow when it receives a call.

So, what’s the secret? There really isn’t one. We need to remember that the BC200 frees us from the old idea that ‘each phone has one extension number, and that’s that.’ Just give your clients one extension, and let the BC200 and your Call Flow keep you in touch wherever you are! Have any questions? Just call me at the office, and I’ll be there… or will I?

-Dave.

Send Office Voicemail Notifications to your Cell Phone

Published December 7, 2009 3rd party products , Feature Highlights 1 Comment
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Hi there,

Wouldn’t it be convenient to get a text message whenever a voice mail was left for you at work?

One of our sales guys was out of the office but on the phone a lot, and he couldn’t get his email notifications of voice messages at the office. Normally he would just check his email on a smartphone, but he doesn’t have a data package! Here’s a way around that situation.

Your BC200 emails you whenever you get a voicemail – mine goes to my Gmail account. I set up a filter that says “If the subject contains ‘voicemail,’ forward it to ‘myphonenumber@mycellcarrier.com.’ It’s pretty simple – here’s the whole process:

  1. Someone leaves a voicemail on the BC200.
  2. The BC200 emails my Gmail account, saying I have a voicemail.
  3. Gmail forwards that email to my cellphone carrier.
  4. My cellphone carrier sends an SMS message to my phone.

Data packages cost money, but most cell companies offer free incoming SMS messages.

I hope this little tip helps you make the most of your BC200. Until next time,

- Dave.

Using the Reception Workspace

Published October 20, 2009 Feature Highlights Leave a Comment
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Hi everyone,

I was speaking with the Sutus support team, and they mentioned that there is sometimes confusion about what the default Reception workspace is for, why it is included, and how it can be used effectively.

The Reception workspace, for the most part, is like all other shared workspaces: it allows its members to share access to files, emails and phone calls. Also, all members of Reception can configure the behavior of that shared workspace; what happens when someone calls (the incoming call flow) or when someone emails reception (email forwards/alias). Reception has two other benefits that normal shared workspaces do not have:

  1. It is the default destination for all external incoming calls.
  2. Its members have the added ability to record the Auto-Attendant greeting.

Now that we have an idea of why and how the Reception shared workspace is used by the company, we should look at how shared workspaces help administrators manage their system. The first and foremost benefit is that it allows for role-based configuration. For most companies, it does not matter which employee is currently acting as the receptionist. Calls and emails will normally be handled in the same way by all receptionists.

Imagine, for example, that your receptionist, Bob, is leaving the company and will be replaced by a new employee, whom we will call Jill. By using the Reception shared workspace to handle the role of the receptionist, all you will need to do is:

  1. delete Bob’s workspace, because he has left the company,
  2. create a new personal workspace for Jill, and
  3. add Jill to the Reception shared workspace.

However, if the Reception shared workspace was not being used, the administrator would need to:

  1. create a new personal workspace for Jill,
  2. write down Bob’s configuration, including call flow, email settings, and the like,
  3. forward all of Bob’s non-personal email to Jill,
  4. copy all of Bob’s non-personal files to Jill,
  5. forward all of Bob’s non-personal voice mails to Jill,
  6. delete Bob’s workspace,
  7. edit Jill’s workspace configuration to be the same as Bob’s,
  8. edit the callflow of all GW310 line’s to use Jill’s callflow, and
  9. edit the callflow of your VoIP provider to use Jill’s callflow.

Ouch. That is a lot of work.

In the second example, the role of reception was attached to a personal workspace. Moving this role to a new personal workspace requires a lot of customized configuration. In the first example, the role of the reception is attached to a shared workspace. This means that just the members change, not the workspace configuration! Jill will automatically have access to all of the reception email, files and phone calls that Bob had received during his time as the receptionist.

Using a shared workspace to manage roles applies to other positions in your office such as support, sales or accounting. By creating shared workspaces to handle each role, employees (personal workspaces) can move between roles and even share multiple roles.

The other benefit for installers is that all incoming calls go to a known place by default. This means that there is no configuration required if a new GW310 PSTN gateway or VoIP provider is added to the system. This is because the default behavior is to direct all of the phone lines to Reception’s incoming call flow. This makes new equipment installation easier and faster by reducing the number of configuration steps required.

That’s pretty much it for this week. Shared workspaces, in particular the Reception shared workspace, are pretty powerful tools. They can simplify the administration and day to day usage of your Business Central.

-Dave.

Enabling Mobile Employees

Published October 2, 2009 Uncategorized Leave a Comment
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Hi Sutus users,

I really enjoy working from home. It’s relaxing, comfortable, and I don’t have to commute! However, I always had to remember to bring home a laptop and any files I needed. What if I forget one of them? Worse still, what if the laptop is stolen and my data is lost or compromised? Your BC200 can help you out. It’s not a new feature, but it really is a useful one. I’m talking about a Virtual Private Network, which is a simple way to connect to the office network from anywhere with an Internet connection. It takes just a few steps to set up, too. Open Business Central Manager, and click on Remote Office Access. Follow the instructions to set up either a PPTP or IPsec VPN. I’m going to recommend the ‘Help’ files this time, rather than have you follow my instructions. Just click the ‘Learn More…’ BUTTONS if you’re not sure what is right.

Here are some creative uses for a VPN, some that you may not have heard of:

  • connecting to an office file server, so you can work from home.
  • sending documents to network printers at the office.
  • backing up data remotely, just in case something happens to your home machine or laptop.
  • using a work softphone at home – the callers will never know that you’re at home, instead of at your desk. You’re still reachable, but callers don’t ever need to know your home number.
  • accessing company web servers for editing web pages or using a business instant messaging application.
  • making a proxy connection for Internet traffic – one of our contractors used her BC200 to watch her favourite local TV via Slingshot while she worked overseas!
  • deterring traffic snoopers – it is safer to use a VPN when you’re using a hotspot, for example.

So there you have it. It’s not much work to set up, but it really does open up a lot of connectivity possibilities. I’m going to leave it there for this week.

-Dave.

(P.S. – I’m not in my office while I write this!)


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