Description: This guide will walk you through downloading, using, and optimizing your Ooma Enterprise Mobile Client.
Introduction and Downloading
If you’ve subscribed to an Essentials seat license or higher, you’re entitled to use our Mobile Client in concurrence with your desk phone.
Once downloaded, you will be presented with a login screen which will ask you for the same login details you would use to log into your phone or User Portal with.
Username: Your extension number
Password: Your voicemail pin/password
Account Name: Your organization’s name (ask your administrator if unsure)
In addition to enabling you to take calls from your mobile device, we've included these powerful features:
Know which team members are available and whether they are online or on a phone call.
Change personal status depending on whether or not you can chat and/or accept phone calls.
Keep track of phone activity and initiate calls straight from your call history.
Chat and share files with anyone in the company.
Listen to, download, and delete voicemail messages.
After logging in, you will notice options along the bottom of your screen; Users being the first one. The below image displays all extensions on your account and whether they are presently logged into the client or not. For ease of use, you can also filter for "online only" with the toggle at the top right of the page.
Each user's box has two quick links to initiate communication with them:
1. Click the phone icon to initiate a call with them. This will call all devices associated with that user.
2. Click on the Speech Bubble to initiate an instant chat with them. They can then respond through their Mobile or Desktop Client.
A green line next to their name means they are currently logged in and active on the Desktop or Mobile Client.
To initiate a call, click on the dial pad icon, located in the bottom center of the screen. This will bring up a dialer where you can type in the number you would like to call, or simply copy and paste the number in. Clicking on a Tel Link on a web page will autofill this for you too.
Once the call connects, the dialer will disappear and a menu of actions you can take with the call will appear. In addition to mute, hold, and return to the keypad options, there is a transfer button which gives you the option to initiate a warm/attended transfer, a cold/unattended transfer, or a transfer direct to voicemail.
Receiving a Call
When you receive an incoming call on the OE Mobile Client, it will ring aloud and appear in a box in the top of the screen.
That box will allow you to answer or reject the call. A similar box will appear whenever one of your other devices is ringing too, these will just have the one option to reject the call in each case.
If your device is locked, it will wake the device and allow you to answer directly from the Lock Screen.
As outlined above, you can initiate an instant chat and share files with any user on your system by clicking the little speech bubble next to their name. This will automatically take you to the Chat app, which is located next to the number pad at the bottom of the screen.
You can create new chats and search through your existing conversations with the tools at the top of this screen. You even have the option to create group chats for easy collaboration across teams!
The next feature in the sidebar is Call History. Here you can see a full record of your recent call history, the status arrows indicate which direction the call was made in and whether the call was indeed answered or not.
Answered, Inbound Call
Outbound, Completed Call
Outbound, No Answer
This page also displays all of your voicemails. After selecting the voice message, you can listen, download and delete through the Mobile Client itself. It will also have all of your call recordings, if you have call recording enabled on your account/seat.
Settings and Managing your Account
Another key feature of the OE Mobile Client is that it’s designed to be a one stop shop to manage your user account. So, in addition to the user portal, you can now update your settings right through the client.
Through the Settings app, you can update your profile picture, update your call forward settings, put yourself on DND, create a support ticket for the Success Team and update your password.
Remember that when you change your password, this will update your password across our systems including your desk phone log in (if you have one), your voicemail pin and your Management Portal login.
Finally, at the bottom of this list is where you log out of the Mobile Client. If you have any further questions or feedback around the OE Mobile Client or anything else Ooma Enterprise related, please reach out to the Success via phone or ticket!
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