Announce, Transfer & Conference window

To transfer a call, consult a co-worker or hold a conference you do not press the Hold button. The Hold button has a different purpose (more about this later). Instead you either press the Transfer, Announce or Conference button.

You choose the button according to whether you want to speak to the other person (Announce) or not (Transfer). If you need to conference someone in to the current call, click on the Conference button.

You are then presented with a screen like the Make Call screen, but with the word Announce, Conference or Transfer at the top. Your call is not on hold at this stage yet. When you are ready, type the number to dial and click the Transfer/Announce/Conference button according to the required action.

If you are consulting then the original call will be put on hold pending transfer (the pending transfer bit is important).

If you are transferring then the call will be put straight through (remember to say goodbye first).

If you are conferencing, then the Phone window will indicate that you are in the conference call by displaying three green telephone handsets next to each other. Note: Conferencing through Navigate UC PC Client is limited to a maximum of three parties, additional callers need to be added through your handset.

You can also transfer calls by using the Presence window.