Fonzie is an app that can be used as Click2Dial in combination with your device or as softphone (telephone app). All functionalities can be explained in both C2D and softphone mode.

For more information about managing the phone book via MyFonzer and the general use of Fonzie, please also have a look at the manual:

MyFonzer phonebook & Fonzie application

The Fonzie installation instructions can be found in this article.

Content

1. Favorites: BLF (call status) vof internal users/colleagues, hotkeys and (Teams or Outlook) presence status
   
   1. Creating, editing and sorting favorites/hotkeys
   2. Teams presence status
2. Click 2 Dial: use your computer as a remote control for your telephone set
   1. Click and call
   2. Search and call
   3. Copy/Paste or Type and call
   4. Transfer (blind & attended)
3. Softphone: use Fonzie as a phone app on the computer
   1. Make and receive calls
   2. Transfer
   3. Recent calls/history
4. Phonebook: Private, Shared and Synced with O365 & Google
5. CRM/ERP integration: pop-up to customer file, ...
6. Fonzie settings
   1. General
   2. Audio (SIP calling only - softphone)
   3. SIP Calling
7. Troubleshooting

1. Favorites

Favorites can be organized and edited (see chapter 1.1). There are 2 types of hotkeys: Hotkey option: this can be an external number, Flow Control or redirection codes or login and logout codes from queues or hotdesking. Shortcuts to internal users/colleagues with their internal numbers;    these show in the left bar next BLF (busy lamp field) or call statuses:           red: busy           orange: being called or initiating a call           'Fonzer'green: available The righthand status bar can display either a Fonzie status (default) and if desired a (Teams or Outlook) presence status, hoover over the icon for this to read the status.  Fonzie status: who has a Fonzie app (horn icon is visible) who is logged in (horn icon is green) who is logged out (horn icon is grey)          Teams presence status: see point 1.2

1.1 Creating, editing and sorting favorites/hotkeys

To go into edit mode of your favorites, press the cog icon on the right above the favorites. This will show you the 'add' and 'save' button.

Add:
If you add a colleague via 'Extensions' then the status is automatically displayed.
If you choose 'Custom' then you can add a name and external number or a code.

Sort:
The order can be changed by grasping the favorite and dragging the left side of the favorite ≡ .

1.2 Teams Presence status

To be able to see the Teams statuses instead of the Fonzie statuses, you can surf to the Marketplace in MyFonzer.com and activate the feature, for this you will need the appropriate permissions, contact your Fonzer partner to do so.

Once activated and logged in with an admin user of your O365 tenant, you can see the statuses in Fonzie. To do this, hover over the icon to read the status. 

! Note that for this, the user email address in the PBX must be the exact Teams email address. 

2. Click 2 Dial

Start a call from your computer with Fonzie, for this you need to assign the tel: and callto: protocols in your OS to Fonzie. This can easily be done by clicking on 'Set as default (tel, callto)' via your 'Avatar' (bullet with picture or logo on the top right) in the settings under the first tab 'General' at the very bottom. In exceptional cases, Fonzie does not have the right to adjust this and it will have to be adjusted by an admin (IT partner).

2.1 Click and call

You can now click on any clickable phone number link e.g. on a website, in your Outlook contacts and/or your CRM/ERP package. As soon as you click on a link your phone or desired softphone starts to ring, pick it up and the call is automatically started to the requested number.

2.2 Search and call

You can enter a contact name in the search bar at the top or look up a colleague and call the desired contact or number with 1 click. If multiple numbers are listed (mobile and landline) click on the appropriate number. 

Also in the search bar you can see the call status of your colleague, if busy it will be displayed here as well.

2.3 Copy/Paste or Type and call

You can also easily copy and paste a number from an email (if no link is present) into the search bar. Once pasted and in the correct format (preferably everything next to each other without any characters) an extra bar appears with the number recognized preceded by Call on which you can click to call.

You can also manually type in an already known number there and click on it.

2.4 Transfer (blind & attended)

During an active call you have a blue status bar at the top with 3 buttons:
Terminate (hang up), Hold (put the call on hold) & Transfer.

Steps to Transfer:

1. During the ongoing call first click 'Hold' to put the counterparty already on hold while you click and search for the colleague, this step is optional.

2. Click on "Transfer" to open the search window. Here you can choose Favorites, Extensions (all users and dial plans) and Contacts (external transfer).
Mark the bullet for the desired party.

3. Click on 'Transfer Attended' (announce first before transferring) or 'Transfer Blind' (transfer directly without consulting).
Blind transfer: once you click this button, the call is transferred to the new party and the status bar disappears.

4. Only in case of Attended transfer: If the other party accepts the call then click 'Complete Transfer' after which caller and other party are connected. The recipient then receives a new call from the original caller and the current line is disconnected.
In case the other party is not available or refuses the call then you can click 'Cancel Transfer' to go back to the original caller.

If you were talking briefly to the 2nd recipient, but that person disconnects first, you get the message: "The person you want to transfer to, hung up the call".

3. Softphone: use Fonzie as a phone app on the computer

Fonzie can also be used as a phone app allowing you to make calls with it (preferably with a headset). To make calls you need to add a SIP account, this is normally added automatically by your Fonzer partner if you have asked for it.

You can check if this SIP account is registered (needed to make and receive calls) via the Settings page under your Avatar in the tab 'SIP calling'. With the details filled in and the Registered button (green), your Fonzie is ready to call.

3.1 Make and receive calls

Calling with Fonzie follows the same steps as the Click 2 Dial version, see 2.1 to 2.3
The only difference is that you also have a dial pad on which you can type in the number or dial a DTMF code.
Accepting or rejecting incoming calls can be done via the pop-up in Fonzie.

3.2 Transfer (blind & attended)

Forwarding is completely the same as in the Click2Dial version see 2.4

3.3 Recent  calls / history

The right half of the screen displays the history of your recent calls through which you can also call back your contacts directly by clicking on the horn to the right of the date and time.

4. Phonebook

The phonebook in Fonzie synchronizes with MyFonzer. So you can manage the phonebook also and even more in MyFonzer.com (if you have been given the permissions).
Each user has a personal phonebook. The phonebooks you can create on top of that are shared phonebooks, syncs with O365 & Google Contacts phonebooks. The management of these is done in MyFonzer.

See also the following manual for this: MyFonzer phonebook & Fonzie application

Add or edit contacts in Fonzie (this is not possible for synchronizations with 0365 & Google phonebooks).

At the top of the black bar, click on Contacts and then Add and fill in all the fields required. If desired, you can choose an address book (1) and/or a group (2) to filter by.

 

5. CRM/ERP intergation

Fonzie also ensures that all of our integrations can perform an action:

- Showing a link to the customer file
- Sync contacts with the CRM system
- Opening a Web page

This allows us to add something for everyone.

6. Fonzie settings 

6.1 General

You can see which user is logged in and which PBX he is linked to. 
- Ringing Caller Info: always shows the caller's name on the screen, even during the call.
- Focus On Ringing: in case of an incoming call, Fonzie jumps to the forefront.
- Disable Sleep: keeps your computer from falling asleep when your Fonzie is on.
- Yealink Phonebook URL: you can also automatically synchronize your Fonzie phonebook with Yealink devices, for this you need to add the url to your device (can be done by your Fonzer partner).
! The URL in Fonzie also contains your personal phone contacts, the URL available in MyFonzer/Phonebook contains only the company wide phone lists.
- Timezone: the time is set automatically, here you can enter the region.

6.2 Audio (SIP calling only - softphone)

- Calling: Output device: audio device through which comes the sound of the conversation.
- Calling: Input device: The microphone used during the call.
- Ringing: Output device: device for the ringtone.
- Ringing: Which device

• Ring on chosen device: you only hear the ringtone through the output device (Chosen device)
• Ring on both devices: you hear the ringtone through both the Ringing & Calling Output: e.g. headset + speaker (then you don't have to constantly wear the headset to hear your call ringing)

- Ringtone: Choice of 5 ringtones and their volume (this does depend on the volume of the computer).

6.3 SIP Calling

Here you can view the settings and status of the softphone application registration.

7. Troubleshooting

I can't make or receive phone calls: 
- Press F5 first to refresh Fonzie, this will refresh the connection.
- In settings, check if the SIP account registration is still active.

I don't see a contact I created:
- Press F5 first to refresh Fonzie, this will refresh the connection.
- Check online in MyFonzer.com to see if your contact is created.

I don't get a pop-up notification from my OS:
- If your computer is set to do not disturb, this notification is stopped.
- Press F5 first to refresh Fonzie, this will refresh the connection.