06/30/18 00:04 AM  

RingCentral Phone - Head-Up Display | Manage Call

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SummaryThis article provides information on how to manage call using HUD. RingCentral for Phone Head-Up Display (HUD) is a call management feature which allows you to improve your business' call management by providing a more convenient interface for receiving incoming calls and managing your extensions' presence from the RingCentral Phone.
Details

 

Head-Up Display | Manage Call


There are many ways you can manage calls with HUD:

Pre-Call Command
Active Call Commands

 

Pre-Call Command

On the HUD list, mouse over a name to place a call or send a text message to the extension. 

Call - When you mouse over a name in your HUD list, you can click Call to dial the number assigned to that extension.

In this example, we moused over Jane Smith, Ext. 104. 

HUD - precall


 

Active Call Commands

When you are on an active call, mouse over an extension to see additional options you can perform with HUD. These are Call, Text, Transfer, and Add to Conference.

Active Call Commands

Call - This option will allow you to call an extension in your HUD list.
NOTE: When you are on an active call and you click this option, it will automatically place your current call on hold.

Transfer - This option will allow you to transfer your active call to an extension in your HUD list.
NOTE: When you are on an active call and you click this option, it will automatically place your current call on hold.

For more information, go to Transfer Active Call Commands.

Add to Conference Call - This option will allow you to add an extension to a conference call with your active call.
NOTE: When you are on an active call and you click this option, it will automatically place your current call on hold. 

For more information, go to Add to Conference Call Command.

QUICK TIP: If you are currently on a call with an extension in your HUD list, only the Text option will be available when you mouse over that extension.

HUD - Active call


 

Transfer Calls via HUD

You can transfer your active call to another extension by Warm Transfer, Blind Transfer, or To Voicemail.

1. During an active call, click the HUD icon User-added image if your HUD list is docked. If the HUD list is undocked, proceed to step 2. 

HUD - Select HUD icon

 

2. Mouse over the User or extension where you want to transfer your active call, and then click Transfer

HUD - Transfer icon

 

3. When you click Transfer, you will have 3 options:

HUD - Transfer options

1. Warm Transfer   User-added image

When you select Warm Transfer, you have the option to talk to the party where you want to transfer the call, before completing the transfer.

When you are ready to complete the transfer, click the Complete Transfer button. 

2. Blind Transfer   User-added image

When you select Blind Transfer, your active call will be transferred immediately to the extension that you selected.

NOTE: You will not have the option to talk to the party where you transferred the call.

3. To Voicemail   User-added image

When you select To Voicemail, your active call will be transferred immediately to the Voice Mailbox of the extension that you selected. 


 

Add to Conference Call Command

With HUD you can also instantly add Users to your active calls, by clicking the Add to Conference button User-added image

1. During an active call, click the HUD icon User-added image if your HUD list is docked. If the HUD list is undocked, proceed to step 2. 

HUD icon

 

2. Mouse over the User or extension that you want to add to your active call, and then click Add

NOTE: You can add up to 6 Users to have 7 conference participants in total, including you. 

HUD - add user

NOTE: Your active call will be placed on hold immediately after clicking on the Add button User-added image, and then Line 2 will open on your RingCentral Phone to call the User that you selected. 
 

3. When you are ready to add the User to a Conference, click the Add button. 

HUD - add participant

NOTE: To hang up on either line, mouse over the Conference participant, and then click the hang up button on the participant's avatar. Clicking on the Red hang up button at the bottom of the app will hang up your call and disconnect both parties. 

HUD - disconnect icon
 

See Also

RingCentral Phone Head-Up Display
RingCentral Phone - Head-Up Display | Enable and Set up 
RingCentral Phone - Head-Up Display | Dock/Undock Window
RingCentral Phone - Head-Up Display | Add/Remove Extension on list
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