MaX UC desktop guide
MaX UC desktop is like having your desk phone on your computer. Use it for calls, instant messaging, and video calling. It’s also an easy way to let people in your corporate directory know your presence status during the day.
Before installation, make sure you have your 2degrees CommPortal phone number (or email address, if you have it set up) and your password. If you don’t have this information, call us on 0800 022 249 and you will be prompted to change your password as part of the signup process.
Step 1: Download software
Step 2: Save installation file
When prompted, save the MaX UC installation file to your computer.
Step 3: Open installation file
Go to your downloads folder and open the installation file.
Step 4: Follow on-screen instructions
The on-screen instructions will guide you through the installation MaX UC is supported on Windows 10, MacOS High Sierra (10.13) or later versions.
Call window features
While a call is in progress, you can use the call window to:
How to make calls: Enter the number into the keypad. If your contact has more than one number, choose a number from the drop-down list.
Making a second call: While on a call, you can make a second call via the main client. This puts the first call on hold.
Transferring calls: When a second call is active, clicking the Transfer Call option brings up a pop-up menu to select a contact, enter a number, or transfer it to a device that has MaX UC installed without hanging up.
Merging calls: Use the Merge Calls icon to merge multiple callers into a single call.
If the person you are calling has caller ID, they will see your individual 2degrees phone number.
When someone calls your 2degrees number, you will hear it ring through your speakers or headset, and a pop-up window will appear on your computer screen.
The pop-up window will show the phone number of the person calling you, and the caller’s name (if already saved to your contact list).
Depending on the other services you have from us, you may also be able to answer the call from your desk phone, mobile phone, or tablet.
MaX UC mobile lets you use any of your connected devices (PC, phone or tablet) to make calls. If you make an emergency call from MaX UC mobile, the operator may not be able to locate where you’re calling from.
If the caller is in your contact list, simply click the drop-down list next to Reject to choose a pre-selected message that will explain why you can’t take the call. You can also click Custom Message to type your own message before rejecting the call.
Call and chat history
If you have MaX UC Desktop with Instant Messaging, click on a contact’s Chat icon to send them an instant message. The chat window also lets you send files, view chat history, make calls, and add multiple people to the chat.
Clicking on the Presence selector allows you to choose your availability status:
Available: Indicates you are available to take calls.
Do not disturb: If you select this callers will hear a recorded message and be redirected to your voicemail.
Forwarding: You can forward all incoming calls to another number which you need to enter manually.
NOTE: None of your devices will ring until you turn off do not disturb, so be sure to use it carefully. But you can use any of your MaX UC connected devices to change your status.
Let others know if you’re available or busy by setting your presence.
your presence information is informed by your Outlook calendar and automaticalls shows if you are:
Max UC Desktop assembles a contact list for you to use which may include:
- Contacts entered into MaX UC Desktop
- Contacts in Outlook or Mac local address book
- Contacts in the CommPortal
- Contacts in your company’s corporate directory
NOTE: If MaX UC Desktop is configured to sync with Outlook, you can use it to view and edit your Outlook contacts.
For quick access to frequently called people, simply right-click on the contact and choose ‘add to favorites’ from the dropdown list.
If the person you are talking to is also using MaX UC Desktop on the same network, you can invite them to switch the call to a video by clicking the Video icon. You can use the same icon to turn off your video feed.
If you have a voice or video message, the message button changes colour and indicates the number of messages recieved. Click this button to see a list of messages received, transcriptions of the messages into text (where available), or listen to the messages.
Click on tools menu and select options to access your general settings and test your audio and video devices. You can also access other services such as CRM, conference, file-sharing and cloud-hosting services from the tools menu.
Once you have finished using MaX UC desktop, select file then quit to close the application. If you are using a shared computer, select file then log out to prevent other users from accessing your account.
To change your log-in preferences, select tools, options, general and untick automatically log in to the MaX UC desktop; this prevents MaX UC desktop from logging in automatically when starting and ensures the the next user has to log in using their own credentials.