To download the app. Please reach out to Cadence support
Once you have successfully downloaded and installed the application on your desktop computer you will next need to log in.
Login with your telephone number and password. If you need this info, please contact Cadence Support by Clicking Here. |
Setting up the application to fit YOUR needs (Click to Dial Vs. App Calling)
Its important to understand that the desktop application can make calls in one of two ways. It can be twinned with your desk phone to place calls using “Click to Dial” or it can make calls without a desk phone using a headset or speakers/mic.
If you are someone who uses a PC that never moves and you will have a desk phone in your office, you will want to use “Click to Dial”. If you are using a laptop and want to be able to make calls on it without a desk phone, proceed to the “softphone call” section.
Click To Dial
While signed into the application. Click on your profile icon (at the top left), then Settings.
Select the “Calls” tab from the options menu.
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Under the calls section, you will need to make the following changes:
Your desk top application is now ready to make calls! The application will automatically restart and sign back in.
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Softphone Dialing (Using desktop app for calling)
If you are using a desktop or a laptop with a headset or built in microphone and speakers, you can use the application to make phone calls WITHOUT having your desk phone nearby. This method will place calls using the softphone application and not your desk phone. This is great for people who travel and want to use their laptop for calling or in call centers with limited desk space and don’t need a phone.
When you install your desktop app for the first time, it will default to this mode. If you are already using click to dial and want to switch, please follow the steps below.
While signed into the application. Click on your profile icon (at the top left), then Settings.
Select the “Calls” tab from the options menu.
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Under the calls section, you will need to make the following changes:
Your desk top application is now ready to make calls! The application will automatically restart and sign back in.
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Checking voicemails
You can access your voicemail messages via the desktop application. This is very convenient as you do not need to login or listen to all of the prompts you hear when accessing the message center from your actual desk phone. This method does REQUIRE speakers or headphones.
When you have new messages, the cassette icon will illuminate blue and show a voicemail count. To see your messages, click the cassette icon. You can now play and delete your messages from this window.
A new web browser tab will open with your voicemails
Deleting your voicemail messages
You can delete messages one at a time by clicking the “X” next to each message or you can use the “Delete All” button. Its important to know that deleted messages will remain on the phone system for 30 days under the “Deleted” folder. During this 30 day window, the messages will continue to use your mailbox memory. If you receive a message that your “mailbox is full” be sure you “permanently delete” your messages in the deleted folder.
Forwarding voicemail messages
You can forward voicemail messages from the desktop application to other users via email or via the message center. If you use the message center, messages will be send via the phone system and show up in that users voicemail box. If you elect to send via email, the system will generate a new email in your default email program and attach the audio file.
Adding contacts
Within the desktop app you can add contacts outside of your phone system. You can add contacts by clicking the + icon underneath your profile icon. Then fill out the contact details.
Or by clicking on a call from your “Recent Calls” and selecting the number you would like to add. Click “Add as a Contact” then fill out the contact details.
Syncing contacts from Outlook
Contacts can also automatically be synced with Outlook. To turn on Outlook synchronization, go to settings under your profile, then click settings. Under the general section, you will see an option to “Use contacts from”. From the dropdown you can select “Outlook”. Your contacts will start to populate in the softphone contact list. This can take a minute or so depending on how many contacts you have. Contacts will now automatically be added as you add contacts within Outlook.
Updating your status/presence
The desktop app is a powerful tool when it comes to internal communication. Users can tell when you are on the phone, busy, or idle through the application. It will automatically detect when you are on the phone or idle but you can manually assign your own status using the steps below.
While signing into the application, click on the “online” section under your profile icon. You can now type any message you like by clicking on the "Set custom status" section. This message will be displayed to any users in the office or who are also on the same phone system.
If you’d like to users know you are busy in addition to this message, click your profile and select “Busy” under the "Online" section.
Live dial pad
Within the desktop app, there is a dial pad that you can type or copy and paste telephone numbers into. You can type in a number and hit the “enter” button on your keyboard. The system will start a new call following your calling method (Click to dial or use the softphone).
It can also be used as a search bar. You can search within your contacts by name, extension, or telephone number. In addition to pulling up the contact, it will also show any related recent calls or chats with this contact. This is a handy tool when you have a larger organization and you don’t know everyone’s extensions.
Conference / Transfer calls
When on a call, you have the option to either conference or transfer. Depending on if you need to add a third person to the call or send the original caller to the third party. To conference a call, you will start by pressing the phone icon with a plus sign. A new window will appear where you have the option to search for a contact name, enter an extension, or 10 digit telephone number. Click Add and once the third party answers, the conference call will be complete.
The steps for BLIND transferring a call are very similar to conference calling. When on a call, you will press the arrow pointing to the right. A new window will appear where you have the option to search for a contact name, enter an extension, or 10 digit telephone number. Click Transfer Call to complete the BLIND transfer.
To ANNOUNCE/WARM transfer a call will be a tad more involved. You need to set the expectation to the third party by talking with them before sending the original caller. When on a call, you will search for a contact, and enter an extension, or 10-digit telephone number in your phone dialer. Click Call and inform the third party of the original caller needing to speak with them.
Once the third party answers the call and you set the expectation of the original call, press the arrow pointing to the right on the original call, select the third party's number, then the ANNOUNCE/WARM transfer will complete.
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