Guides and Manuals

User Guide for TELUS Business Connect™ for Desktop

Welcome

TELUS Business Connect for Desktop turns your PC or Mac computer into an all-in-one communication hub completely sync’d to your office network so you can collaborate with your colleagues and clients anywhere you have a broadband connection and a headset. With TELUS Business Connect for Desktop, you're ready to communicate as soon as you log into your computer, no matter where you are.

TELUS Business Connect for Desktop combines the call handling power you expect from your desk phone with the collaboration tools you rely on most—like texting, conferencing, and faxing—so you can stay productive with fewer devices to worry about.

TELUS Business Connect for Desktop is easy to install and even easier to use. We’ll show you how.

Download and install the app

It’s quick and easy to get TELUS Business Connect for Desktop installed on your computer. Before you start, check the system requirements to ensure that your computer can use TELUS Business Connect for Desktop.

To download and install TELUS Business Connect for Desktop:

  1. Log in to your TELUS Business Connect online account.
  2. Go to the Tools menu and select Desktop App.
  3. Download the version of the app compatible with your computer, either PC or Mac.
  4. Run the install wizard.

Now you're ready login to TELUS Business Connect for Desktop.

System Requirements

Your computer needs the following minimum requirements to best use TELUS Business Connect for Desktop.

PC

  • Windows 7 and 8
  • 1 GHz (32-bit) or 2 GHz
  • (64-bit) processor
  • Minimum 512 MB RAM
  • 200 MB hard drive space

Mac

  • Mac OS X 10.7 Lion or above
  • Intel processor
  • Minimum 512 MB RAM
  • 100 MB hard drive space

System Requirements

Log in to TELUS Business Connect for Desktop

  1. Click TELUS Business Connect on your computer desktop.
  2. Select your region; then type the same username and password you use to log into your TELUS Business Connect online account.
  3. Click Login. And you’re in!

Log in to TELUS Business Connect for Desktop

Getting started

Getting Familiar with TELUS Business Connect for Desktop

TELUS Business Connect opens to the Messages screen the first time you log in, with icons to everything else you want all on one screen. Here’s a quick rundown on how to get around TELUS Business Connect for Desktop

TELUS Business Connect for Desktop

Phone numberYour account presence. Set your availability status.

Messages Messages. View all your messages in one place. Messages are always current and sync’d from your other devices.

Favorites Favorites. Add colleagues you contact often. See their Presence status and contact them directly from this screen.

Call Log Call Log. Review all call activity on your account.

Contacts Contacts. Separate Personal and Company contact lists make it easy to quickly find the right person.

Settings Settings. Set your app preferences.

Dialpad Dialpad. Dial a phone number to make calls from this screen.

Online Online Meetings. Launch Online Meetings to collaborate and share screens with remote colleagues or clients.

Audio conference Audio conference. Hold instant conference calls and easily invite participants.

Fax Fax. Send faxes, schedule faxes, and select cover pages from this screen.

Contacts: Add or update your contact list

The Contacts list is your online address book. It stores your Company contacts—everyone in your corporate directory—and your Personal contacts—everyone else outside of the company, such as friends, family, and even vendors. Your personal contact list is clearly separated from your company contact list so there’s never any confusion when you’re looking for the person you want to contact.

View your contacts

At the top of the screen, click Contacts. Click either the Personal tab or Company tab to toggle between the two contact lists.

Updating your Company contacts list

Good news! There’s no need to manually update your Company contacts. Your corporate directory is sync’d to your company’s main TELUS Business Connect account and continually updated so you always have the latest contact information for your entire company.

Did you know?

You can call, text, or fax your contact directly from your Contacts list. Just click the name of the person you want; then click any one of these icons:

  • To call, click Dialpad
  • To fax, click Fax

Contact list

Updating your Personal contact list

Your personal contacts may already be sync’d to your mobile phone or Microsoft Outlook, but you can also manually add, edit, or remove a Personal contact at any time.

Add a contact

  1. At the top of the screen, click Contacts
  2. Click the Personal tab.
  3. Click Add at the top right corner (next to the search box) to open the Add screen.
  4. Fill in any of the information fields you want, such as name, email address, and a phone number or two. You can always come back and add more details later.
  5. Click Save. The page refreshes and displays a summary of the contact details.
  6. Click Back to return to the full list of Personal contacts.

Edit a contact

  1. At the top of the screen, click Contacts
  2. Click the Personal tab.
  3. Click the name you want to edit.
  4. On the Contact Details screen, click Contacts at the top right of the screen.
  5. Make the changes you want to any of the contact details.
  6. Click Save.

Delete a contact

  1. At the top of the screen, click Contacts
  2. Click the Personal tab.
  3. Click the name you want to remove.
  4. On the Contact Details screen, click Contacts at the top right of the screen.
  5. Click Delete.
  6. In the confirmation box, click Delete again. The contact is permanently removed from your Personal contact list.

Add contacts

Adding a photo avatar to any contact

When you have a lot of contacts, sometimes it’s easier to recognize the contact you want when you have a visual hint to jog your memory. TELUS Business Connect for Desktop lets you upload any photo or graphic to use as an avatar, which displays next to the name of the contact. For example, you can upload a photo of the person or an image file, like a logo or animal, to represent the person to you.

The avatar is only visible to you, while you’re using TELUS Business Connect for Desktop. Any image you use won’t be seen by the person you’ve contacted. This is different from a profile image you might be used to displaying publicly. This avatar is for your personal recognition use only.

Here’s how to add an avatar:

  1. At the top of the screen, click Contacts
  2. Click the Personal or Company tab.
  3. Click the name of the contact to which you want to assign an avatar.
  4. Click the Headshotnext to the name. The Add Photo screen opens.
  5. Click Click to add photo. Find the image file you want to use.
  6. Click Save. You should now see your uploaded image next to the contact name.
  7. Click Back to return to the full list of contacts.

Add photo

Favourites: Create a list of favourite contacts

The Favorites screen is a shortcut to your most frequently used contacts. You can add contacts from your Personal list or your Company list. Since it’s a shorter list of contacts, you can find the person you want faster.

Additionally, when you add a Company contact in your Favorites list, you can see their phone Presence status. This status shows whether the person is available to take calls. Presence status is available only from your Favorites list and only available for Company contacts.

View your Favorites list

At the top of the screen, click Favorites.The Favorites screen opens, showing all of your existing favorite contacts.

Make a contact a Favorite

  1. At the top of the screen, click Contacts.
  2. Click either the Personal tab or Company tab.
  3. Click the name you want to add to your Favorites list.
  4. Click Star icon next to the name. The open star (Star icon) changes to a filled star (Favorites). Your contact was successfully added to your Favorites list.

Remove a Favorite contact

  1. At the top of the screen, click Favorites.All of your existing Favorites are shown.
  2. Click Contacts at the top right of the screen.
  3. Find the person you want to remove, and click Red X icon next to the name. The contact is removed from the screen but you can still find them in your general Personal or Company list.
    Contacts

TELUS Business Connect for Desktop

Did you know?

You can call, text, or fax your contact directly from your Favorites list. Just click the name of the person you want; then click any one of these icons:

  • To call, click Dialpad
  • To fax a direct number (not an extension), click Fax

View Presence status of a Favorite contact

The Presence status lets you know if one of your Company contacts is available to take a call or not. Presence status can only be shown on your Favorites screen so you can’t see Presence status from your Company contact list.

To view Presence status:

  1. At the top of the screen, click Favorites.All of your existing Favorites are shown.
  2. Look under the contact name:
    Contacts
  • A green dot/checkmark(Green dash icon) means the person is available. Go ahead and give them a call.
  • A red dot/circle(Red dash icon) means the person is busy, often already on a call.

TELUS Business Connect for Desktop

Set your own Presence status

You can set your own Presence status so other people in your company can quickly tell if you’re available or not to take a call. Here’s how:

1. Click your phone number at the top left of the page. A dropdown screen displays, showing your name and current availability.

2. Do any of the following:

  • Set your availability status: click Available, Busy, or Invisible.
  • Comment on your status: Click Contacts directly under your name. Type a brief comment, such as In a Meeting.
  • Decide what type of calls you want to take. You can take all calls that come to your phone number or just calls from your own department or groups you’re part of.

3. Click Save to save your changes.

Now your presence status will stay that way until you change it again. You can change your status as often as you like.

Call status

Make a call

You can use the dial pad to make a call, either to a person in your Contacts list or by manually dialing a phone number.

To make a call:

  • Click Dialpad at the top menu to bring up the Dial Pad. The Place a Call screen opens, showing a dial pad.
  • In the To field, either click Add to search for a contact, or click numbers on the dial pad to manually dial a phone number.
  • Click the green call bar Dial number to place the call.

TIP: You can always make a call directly from your Contacts screen, too. Just click the name you want to call and your call will connect from the screen.

Dialpad

When you’re on the call

When you’re on an active call, the on-screen options make it easy to manage your call. You can:

Park button Mute the call. Click again to unmute so your callers can hear you speak.

Park button Click to park the call, and the operator will announce the code to use to pick up the call. This is the code you’ll tell others about. If no one picks up the call, the call comes back to you.

Add buttonAdd more people to the same call. You can add up to 4 people.

Hold buttonPut the call on hold. Click again to return to the call.

Flip button Lets you transfer a call to another phone, like your mobile phone, without interrupting the call. Click to flip the call and select the phone you want to use.

Transfer button Transfer the call to another colleague or phone number. There are two types of transfers:

  • Warm Transfer: gives you a chance to talk to your colleague before connecting the caller.
  • Cold Transfer: simply connects the caller directly.

Dialpad Access the dial pad so you can enter numbers or a code while on a call.

Record buttonImmediately start recording the call. Your caller hears a message letting them know they’re being recorded. Click Stop when you no longer want to record the call.

Active call

Answer a call

When a call comes in, your TELUS Business Connect for Desktop screen automatically changes to the Incoming Call screen so you know someone is calling you even when you don’t have sound turned on on your computer. The Incoming Call screen shows the phone number (or internal extension) of the person calling, as well as the name and photo of the person, when it’s available.

From here, you can decide how you want to answer the call.

Pick up the call

From the Incoming Call screen, click Answer button to pick up the call. The volume on your computer is automatically switched on. If you like, you might want to have your headset handy so you can use it for the call.

Incoming call

Respond with a courtesy message

When you can’t take the incoming call right away, you can provide a courtesy response. TELUS Business Connect for Desktop has automatic text-to-voice options. You can select a prepared message or type your own custom message, and TELUS Business Connect for Desktop will convert it to voice and relay the message to your caller.

To respond with a prepared message:

  1. From the Incoming Call screen, click Reply with Message.
  2. A popup screen opens with 3 different messages, such as: Will call you back in…
  3. Click the message you want to use, and if needed, complete the message by typing the time limit you want (ex: 5 mins).
  4. Click Send. TELUS Business Connect for Desktop relays the message to your caller.

To respond with a custom message:

  1. From the Incoming Call screen, click Reply with Message.
  2. A popup screen opens with message options. Click Custom Message.
  3. Type the response you want to send.
  4. Click Send. TELUS Business Connect for Desktop relays the message to your caller.

Call reply

Screen the call

When you’re not sure if you want to pick up the call, you can screen the call. TELUS Business Connect for Desktop sends the call to voicemail, but you can hear the message the caller is leaving you. At any time while the caller is leaving you the message, you can pick up the call, and talk to the person. Voicemail is automatically stopped and your call becomes live again.

To screen the call:

  1. From the Incoming Call screen, click Screen Voicemail Live.
  2. You can hear the caller leaving you a message.
  3. To answer the call, click Pick Up.
  4. To stop screening and let the call continue to voicemail, click Stop Listening.

Send the call to voicemail

When you can’t take a call right away, you can send it to voicemail so the caller can leave you message. To do so, from the Incoming Call screen, click Send to Voicemail.

Forward the call

When a call comes in and you think someone else might want to take it, you can forward the call. Here’s how:

  1. From the Incoming Call screen, click Forward. A popup screen opens with phone number options.
  2. Click the phone number where you want the call forwarded. Or click Custom and type the phone number you want.
  3. Click Forward. TELUS Business Connect for Desktop transfers the call to the new phone number.

Incoming call

View or listen to a message

The Messages screen lists all of your messages in one place so you can prioritize the ones you want to open first. You can see your voicemail, fax, and text messages on this screen. Your messages are automatically sync’d from your online account and mobile app, so this message list is always current.

By default, you’re shown all messages, but you can click on any tab at the top of the screen to narrow your view to only one type of message. The red numbers next to the tabs tell you how many new messages you have.

All, Voice and Fax options

To view your messages

At the top of the screen, click Messages. The Messages screen opens. All of your messages are listed on the screen.

To listen to a voicemail message

Voicemail messages are shown with this icon: Voicemail icon. Click the message you want to hear. Then click Play icon on the audio bar to start the message. When you’ve finished listening to the message, you can:

CLICK... TO DO THIS...
Call Call the person back.
Delete Delete the message. It’s permanently removed from your account.
Flag Flag the message so you know you’ve heard it already. Click again to mark it as unheard.
Block Block this number from your account so you no longer receive calls from the person.
Add Add this person to your Contacts list, and other options.

To view a fax

Fax messages are shown with this icon: Fax. Click the fax you want to see. Then click Eye to open the fax. The fax opens in a separate window on your computer. When you’ve finished reading to the fax, you can:

CLICK... TO DO THIS...
Call Call the person back.
Delete Delete the fax. It’s permanently removed from your account.
Flag Flag the fax so you know you’ve read it already. Click again to mark it as unread.
Block Block this number from your account so you no longer receive faxes from the person.
Add Add this person to your Contacts list, and other options.

Fax received

Hold an audio conference call

You can hold an audio conference call at any time directly from TELUS Business Connect for Desktop. Conference calls can be held immediately, with no need to schedule one ahead of time. Every TELUS Business Connect user is assigned a unique conference line so you can have a conference call whenever you need one without worrying about network congestion.

Conference calls are a great way to get multiple people on the same call so you can discuss a topic. This is an audio-only connection. If you want to have a video meeting, use TELUS Business Connect Online Meetings instead.

Your Host Access number is the phone number you dial to start the conference call. The Participant Access number is the phone number your guests will dial to join your conference call.

To hold an audio conference call:

  1. At the bottom of the screen, click Conference. The Conferencing screen opens, listing your Host Access and Participant Access numbers.
  2. If you have international participants, turn on Include additional dial-in numbers. This option lets you include local numbers in other countries so your participants won’t be charged international fees. Once you turn on this option, you can select the countries you would like to include in the invitation.
  3. Then click Invite with Email.
  4. In the To field, find the contacts you want, or type their phone numbers. Notice that an invitation message, complete with dial-in numbers, is automatically created for you. You can tack on a personal message if you like.
  5. Click Send, and your invitations are sent to your participants.
  6. Now, click Join as Host to start the conference call. The Active Call screen opens so you can manage your conference call as needed. The Mute, Record, and Add+ (persons) options are especially useful during a call.
  7. When you’re finished with your conference call, click End Call to stop the conference call for everyone and hang up.

Conferencing

Launch an online meeting

You can hold an online video meeting at any time using TELUS Business Connect Online Meetings and start it directly from TELUS Business Connect for Desktop. Online Meetings can be held immediately, with no need to schedule one ahead of time, unless you want to. Every TELUS Business Connect user is assigned a unique TELUS Business Connect Online Meetings ID and password, so you can hold as many online meetings as you want.

Online meetings are a great way to reach multiple remote people to discuss a topic as if you’re all in the same room. You have access to video views from web cameras so you can see people face-to-face, and screen shares, so you can easily share presentations or other documents on your computer with everyone in the online meeting.

To launch TELUS Business Connect Online Meetings:

  1. At the bottom of the screen, click Video. Online Meetings opens in a separate window on your computer.
  2. Click Host a meeting if you’re the one who set up the meeting. You might have to log in to Meetings first, before the meeting is connected.
  3. Or click Join a meeting if you’re connecting to a meeting set up by someone else.

For more information on how to use all the TELUS Business Connect Meetings features to make your online meeting more productive, see the TELUS Business Connect Meetings User Guide.

Send or receive a fax

You can send and receive online faxes directly in TELUS Business Connect for Desktop so you’ll never have to walk to your separate fax machine again. Your phone number is also your fax number, so you only have to remember one number. You can fax to one or more people at the same time.

To send a fax:

  1. At the bottom of the screen, click Fax. The Send Fax screen opens.
  2. In the To field, either click Add to search all the contacts you want to fax, or type all the fax numbers.
  3. Decide if you want to include a cover page. This is the first page in the fax that introduces the rest of your fax. The default is set to On. Set it to Off if you don’t want to use a cover page.
  4. If you’re using a cover page, click Cover Page and select the cover page style you want to use, or design your own custom cover page. Click Check icon at the top right of the screen to save your selection.
  5. Back on the Send Fax screen, in the Cover Page Note field, add a comment or message, if you want.
  6. Attach any files you want to send. Click Paper clip icon to browse and upload your attachment.
  7. Click Send to send your fax now, or click Schedule and set the time when the fax will be sent later.

Send fax

View your call activity records

You can easily review your call activity directly from TELUS Business Connect for Desktop. All call transactions (outgoing and incoming/missed) calls to your phone number are listed so you can check them when you want.

To view your call activity records:

1. At the top of the screen, click Call Log. The call log screen opens, showing all of your incoming and outgoing calls.

2. Here’s how you can read the log:

  • Missed call iconMeans a missed call
  • Outgoing call iconMeans an outgoing call you made

Did you know?

Double-click on any call listed in the log to call the person again. Or click Call Log to see more options, like adding the person into your Contacts list.

All calls

Personalize TELUS Business Connect for Desktop

TELUS Business Connect for Desktop is ready to use as soon as you install it on your computer and log in. But sometimes it’s nice to personalize an app with your preferences.

Settings screen

Here’s how you can do that with TELUS Business Connect for Desktop.

  1. At the bottom of the screen, click Settings. The Settings screen opens in a separate window.
  2. In the left menu, select your preference for any of the following:
CLICK... TO DO THIS...
Calling

Bring the application to the foreground. Decide if you want to keep the app on top of other apps on your computer.

Select Bandwidth: High bandwidth uses more network space but provides clearer conversations. Low bandwidth saves network space but data moves a little slower.

Auto Answer: Set the number of times you want TELUS Business Connect for Desktop to ring before it automatically connects you to the call. This option is great if you want a hands-free way to answer a call. Otherwise, you’ll have to click the Incoming Call screen to answer each call.

RingOut Settings: RingOut lets TELUS Business Connect dial you before connecting you to your caller, saving you toll charges or displaying a specific caller ID. Decide which device you want to use with RingOut, either TELUS Business Connect for Desktop or another device of your choosing.

Blocked Numbers: Add numbers you don’t want to be able to call you.

Caller ID

You can choose the number that displays on the phone screens of your callers when you call or text them. The number doesn’t have to be the actual number you’re making the call from. For example, you might want to choose your company’s main phone number instead of your own extension to to make it easier for customers to recognize your call.

Audio

Decide what devices you’d like to use for sound and the general volume settings.

Ringtone: Decide which ringtone you prefer. Click to hear the sound, or click Add New to upload your own custom ringtone.

Region

Set your primary location and area code. This setting lets TELUS Business Connect for Desktop know what country codes or area codes to automatically add to your phone numbers.

General

Application Logs: Decide if you mind letting TELUS Business Connect collect usage data to use for debugging purposes. No personal data is retained.

Purge data: Click when you want to permanently remove all activity from your account.

Launch an external app or URL on incoming call: Decide if you want to open a website or app every time a call comes in that integrates some caller information. This is a good option when you regularly log calls or want to pull up a customer profile from another tool on your computer. To use this option, specify the URL of the website or app, and specify what information you want to integrate.

Hotkeys: Available for Microsoft Windows users only. Decide if you want to use shortcut keyboard keys to place a call or send a fax. Then select the key you want to use. This is convenient if you make calls or send faxes often.

Outlook

Available for Microsoft Windows users only. Decide if you want to integrate TELUS Business Connect for Desktop with Microsoft Outlook so that you can easily gain access to all of your contacts while you’re in Outlook and conveniently call, fax, or text them.

Contact Sync

This is for Mac only to import the contacts from Mac Address Book.

Integrate with Microsoft Outlook

Available for Microsoft Windows users only.

TELUS Business Connect for Desktop seamlessly integrates with Microsoft Outlook so you can communicate with people while you’re using Outlook. You can easily gain access to all of your contacts while you’re in Outlook and conveniently call, fax, or text them.

To set up your Outlook account to work with TELUS Business Connect for Desktop:

  1. At the bottom of the screen, click Settings. The Settings screen opens in a separate window.
  2. From the left menu, click Outlook.
  3. In the Outlook plugin option, select On. TELUS Business Connect for Desktop will be installed in your Outlook account.
  4. Then set your contact import and profile preferences.

Outlook screen

Integrate with Mac Address Book

Available for Mac users only.

TELUS Business Connect for Desktop seamlessly integrates with Mac Address Book so you can communicate with people in your Mac Address Book. You can easily gain access to all of your contacts right from TELUS Business Connect for Desktop and conveniently call, fax, or text them.

To set up your Mac Address Book to sync with TELUS Business Connect for Desktop:

  1. At the bottom of the screen, click Settings. The Settings screen opens in a separate window.
  2. From the left menu, click Contacts Sync.
  3. In the Import from “Contacts” option, select On.

If this is your first time syncing your Mac Address Book with TELUS Business Connect for Desktop, you will be asked to allow TELUS Business Connect for Desktop to access your Mac Address Book.

MAC import screen

Log out of TELUS Business Connect for Desktop

When you’re done with work for the day, you can log out of TELUS Business Connect for Desktop. Here’s how:

  1. At the top of the screen, click Settings. The Settings screen opens in a separate window.
  2. From the left menu, click Logout.
  3. A confirmation message displays. Click Logout again. You’ve now successfully logged out and closed your TELUS Business Connect for Desktop working session.

See you tomorrow!

Logout screen

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