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NextivaDesktop AppAccess phone service, team collaboration,and video meetings — all in one place.Table of contentsContacts and favorites1Call history and voicemail2Transferring calls3Move a call from phone to app4Send text messages (SMS)5Collaborate in My Room6
01Contacts andfavoritesQuickly locate all ofyour saved contacts inMy Contacts.Can’t locate a colleague?Click the Globe icon toaccess your companydirectory, right-clicktheir name and selectAdd to Contacts.You can also set acontact as a favorite byright-clicking on a contact Set as Favorite.COMPANY DIRECTORYJust right-click on acontact to chat, call,MY CONTACTSvideo call, or share screens.nextiva.com/supportsupport@nextiva.com
02Call history and voicemailCall history shows all inbound and outbound calls, while the voicemail option lets youhear messages.You can also always check voicemail by dialing *86.VOICEMAILCALL HISTORYnextiva.com/supportsupport@nextiva.com
03Transferring callsPersonal transferAt the bottom of the call screen,click Ellipsis ( ) Transfer.Search Contacts by typing a name,phone number, or extension.Choose Attended Audio, connectto the call recipient, and CompleteTransfer when ready.Immediate transferTransfer calls directly to anotherextension, or any U.S. number,without needing to speak with themfirst.At the bottom of the screen, clickEllipsis ( ) Transfer.Search Contacts by typing a name,phone number, or extension.CALL TRANSFERChoose Transfer Now to completethe call transfer.nextiva.com/supportsupport@nextiva.com
04Move a callfrom phoneto app.Seamlessly transition a callfrom your desk phone ormobile device to anothermobile device or phone.To move your call, open theDial Pad and type *11.Or, at the top right, click PullCall under the Ellipsis ( ).CALL PULLnextiva.com/supportsupport@nextiva.com
05Send text messages (SMS).SMS must be enabled on your account to use this feature. If you haven’t done this yet,just complete this form. Once enabled, you can send a text to any saved contact.To add a contact you want to text, go to My Contacts and choose Plus ( ) Add Contact and enter their IM address as 1 area code phone number@smsnextiva.com(e.g. 15556667777@smsnextiva.com), and click Save.ADDING AN SMS CONTACTnextiva.com/supportsupport@nextiva.com
06Collaborate in My Room.Host group chats and team meetings using screen share, conferencing, and instantmessaging. Drag and drop contacts into the group or send a guest link to invite anyone.Dial into the conference with one click. To set up conferencing, chat with us atnextiva.com/support. Share your entire screen or just a single application withmeeting participants.COLLABORATING IN MY ROOMnextiva.com/supportsupport@nextiva.com
Table of contents Contacts and favorites Call history and voicemail Transferring calls Move a call from pho
