Let’s explore the Zoom Phone user interface in the desktop application.
While I am using a Mac for this demonstration,
the user interface will look nearly identical on Windows.
Once you have opened the Zoom application,
click on Phone along the top navigation.
If the Phone icon isn’t shown it means that an administrator hasn’t assigned Zoom Phone to you.
Along the top left you will see subsections for Zoom Phone
which are History, Voicemail,
Lines, and SMS.
Switching between these sections changes the information displayed beneath them.
If you don’t see SMS, that’s because your account administrator has disabled that functionality.
We will get to those sections in a moment
but first let's cover how to make a call.
On the right you will see a dial pad.
Here you can choose to manually enter the phone number you wish to call.
If enabled by an administrator, you also have the ability to click
and change your caller ID or even hide your caller ID.
If you don’t know the phone number for who you wish to reach,
you can enter the name of the person you wish to call and Zoom will search your list of contacts.
Click on a contact to initiate a call
or hover over the carat to see any other phone numbers associated with that contact.
Back to the left side of the window.
Once you have started to make and receive calls,
your call history will begin to populate.
To filter what is shown, click the filter at the top to see all history,
missed calls,
or recorded calls
For additional options for a specific call,
hover over the call and click on the ellipsis icon,
or as I like to call it the triple meatball.
The flyout menu provides additional options and information such as the duration of that specific call.
In the voicemail section you can hover over any voicemail and click the play button to hear the message.
The voicemail will quickly expand revealing more information about the call.
You will see who called, their phone number, when the call was received
as well as a transcript of the message.
For additional options, click the triple meatball.
The flyout menu provides additional options such as the ability to download the voicemail or just delete it.
To quickly call the person back, click the phone icon.
The Lines section for many may be pretty simplistic.
Your phone line will appear here and that might be all that you see.
However, if you are a member of a shared line group
or if you monitor the lines of other team members,
those lines will be displayed here.
The final section is SMS where your message history is displayed.
To start a new SMS message, click the pencil icon.
Enter a phone number or start typing a name to start searching your contacts
and enter your message.
Now there are specific settings related to Zoom Phone in the desktop application.
Click on your profile image in the upper right corner, then click on Settings.
Along the left hand menu click on Phone.
Here you can double check that zoom.us is the default program for calls.
This is a Mac only setting so if you are on Windows you won’t see this portion.
You can also check or uncheck the box to hide incoming calls while you are in a Zoom meeting.
One crucial setting to point out relates to your emergency address.
If the emergency address shown doesn’t match where you currently are,
click on Personal Location or Address and update the information.
One other setting to check is tucked underneath Audio in the left navigation.
Toward the bottom you can select a ringtone from a list of ten different options.
This will change the ringtone for phone calls
and the sound played when you are invited to a Zoom Meeting but only on this computer.
I chose Fred because I find it rather soothing.
{Incoming call ringtone plays}
Speaking of calls, this person looks oddly familiar. I better take this...