Zoom Phone

Administrative

  • Setting up SMS for call queues or auto receptionists
  • Enabling or disabling call overflow and transferring for phone users
  • Controlling Zoom Phone access on mobile apps
  • Viewing access reports for voicemails, call recordings, and call delegation
  • Subscribing to email notifications for call logs, usage reports, and call queue historical reports
  • June 2021: Changes to Call Queue Manager feature
  • Getting started with Zoom Phone (admin)
  • Setting up the Desktop Power User experience
  • Encryption for Zoom Phone
  • Zoom Phone certificate update
  • Managing the main company number and caller ID name
  • Managing phone users
  • Changing phone user settings
  • Creating and applying templates
  • Batch importing and updating phone users
  • Sharing and controlling access to a voicemail inbox
  • Accessing and sharing call recordings
  • Managing phone numbers
  • Changing phone number settings
  • Batch exporting and assigning phone numbers
  • Special service numbers
  • Special rate phone numbers
  • Managing common area phones
  • Batch adding or exporting common area phones
  • Changing common area phone settings
  • Changing account-level settings
  • Changing default business hours and overflow settings
  • Setting up SMS
  • Changing Zoom Phone policy settings
  • Enabling or disabling international calling and specifying allowed countries/regions
  • Changing ad hoc or automatic call recording settings
  • Managing multiple sites
  • Change site-level settings
  • Changing email notification settings
  • Changing voicemail PIN code requirements
  • Managing site codes
  • Viewing the voicemail inbox for an auto receptionist, call queue, or shared line group
  • Managing auto receptionists
  • Changing auto receptionist settings
  • Creating an interactive voice response (IVR) system
  • Creating a dial-by-name directory
  • Managing call queues
  • Changing call queue settings
  • Call queue real-time analytics and historical dashboard
  • Setting up and using the call queue pickup code
  • Customizing audio greetings and prompts for extensions
  • Viewing and identifying call logs
  • Viewing usage reports for phone users and call queues
  • Managing the blocked list
  • Managing Zoom Rooms or SIP/H.323 rooms added to Zoom Phone
  • Changing settings for Zoom Rooms or Cisco/Polycom rooms added to Zoom Phone
  • Setting up shared line groups
  • Changing shared line group settings
  • Setting up and using group call pickup
  • Comparison of call routing methods
  • Viewing the Zoom Phone dashboard
  • Creating a shared directory of external contacts
  • Setting up contact center integration
  • Using Zoom Phone role management
  • Assigning client codes to phone calls
  • Zoom Phone Warning Labels
  • SCIM attributes for provisioning phone users
  • Frequently asked questions about web proxy servers for Zoom Phone
  • Customizing default audio settings

User

  • Frequently asked questions about Zoom Phone
  • Getting started with Zoom Phone (users)
  • Making and receiving calls
  • Creating or editing synced contacts using call history or voicemail
  • Using SMS
  • Using SMS with call queue or auto receptionist phone numbers
  • Frequently asked questions about SMS
  • Using SMS message and conversation options
  • Using the Desktop Power User experience
  • Enabling location permission and managing addresses for emergency calling
  • Switching between and merging a phone call and meeting
  • Using in-call controls
  • Inbound call notifications (desktop client and mobile app)
  • Inbound call notifications (desk phones)
  • Using call flip
  • Viewing phone contacts in the Zoom mobile app
  • Transferring calls
  • Using call park
  • Elevating or inviting a phone call to a Zoom meeting
  • Handing off a phone call to a Zoom Room
  • Using click-to-dial and highlight-to-call
  • Customizing audio greetings and hold music
  • Managing voicemail messages
  • Checking voicemails over phone
  • Viewing call history and recordings
  • Switching a call to your phone carrier
  • Changing phone settings (web portal)
  • Customizing call handling settings
  • Changing phone settings (desktop client or mobile app)
  • Setting up speed dial and busy lamp field (BLF)
  • Using a dial-by-name directory
  • Frequently asked questions about caller ID
  • Outbound calls being blocked or tagged as spam
  • Testing computer or device audio for Zoom Phone
  • Setting up call delegation (shared lines appearance)
  • Using call delegation (desktop client or mobile app)
  • Using shared line groups (desktop client or mobile app)
  • Zoom Phone features comparison
  • Error codes for Zoom Phone
  • Using call monitoring (listen, whisper, barge, take over)
  • Launching an external app or URL for inbound calls
  • Using the audio library to record/upload audio or convert text to speech

Hardware

  • Enabling Device operation time for Zoom Phone Appliances
  • Disallowing users to sign in to unmanaged Zoom Phone appliances
  • Getting started guide for provisioning desk phones
  • Quick start guide for Polycom VVX series phones
  • Quick start guide for Yealink T4 and T5 series phones
  • Managing phones and devices
  • Changing phone or device settings (web portal)
  • Re-syncing phones and devices
  • Customizing line key settings for a device with multiple phone users assigned
  • Changing account-level desk phone settings
  • Configuring desk phone provision templates
  • Configuring the interface language for Polycom and Yealink devices
  • Zoom Phone Certified Hardware
  • Supported desk phone features
  • Resetting to factory default and upgrading firmware on a Polycom phone
  • Assisted provisioning URLs
  • Polycom assisted provisioning guide
  • Exporting Logs and Configuration Files for Polycom Phones
  • Resetting to factory default and installing custom firmware on a Yealink phone
  • Yealink assisted provisioning guide
  • Exporting Logs and Configuration Files for Yealink Phones
  • Zoom Phone End-of-Life (EOL) IP Phone Models Support Policy
  • Polycom end-of-sale models limitations
  • Customizing line keys for direct phone numbers and shared lines
  • Using call delegation (desk phones)
  • Using shared line groups (desk phones)
  • Getting started with Zoom Phone Hardware as a Service
  • Using hot desking for phones
  • Setting up the Yealink or Poly multi-cell DECT system
  • Yealink troubleshooting guide and frequently asked questions
  • Setting up an AudioCodes MediaPack MP-11x/124/1288 series ATA
  • Quick start guide for the AudioCodes MP1288 gateway
  • Setting up faxing for an AudioCodes MP1288 gateway
  • Setting up faxing on a Poly OBi series analog telephone adapter (ATA)
  • Desk phone companion mode
  • Using and customizing DTMF codes
  • Setting up firmware update rules
  • Terms and conditions for firmware update rules
  • Setting up fax support for an AudioCodes MP1XX series gateway
  • BYOC BYOP Public CA Certificate and SIP proxy address change

Number Ordering And Porting

  • Requesting phone numbers
  • Common issues and questions for porting
  • Requesting a number port for US, Canada, or Puerto Rico
  • Requesting a project port (more than 100 numbers) for US, Canada, or Puerto Rico
  • Requesting a toll-free number port for US and Canada
  • Requesting a number port (APAC)
  • Requesting a number port (EMEA)
  • Requesting a toll-free number port (EMEA)
  • Requesting a number port in South Africa
  • Requesting a number port (South America / LATAM)
  • Requesting a vanity toll-free number
  • Requesting a BYOC number port
  • Moving numbers between accounts
  • Opting out of Zoom Phone SMS and using a third-party provider
  • Recovering a deleted phone number
  • Porting away from Zoom Phone

Emergency calling

  • Batch importing or updating emergency locations using a CSV file
  • Setting up emergency addresses
  • Routing emergency calls to a public-safety answering point (PSAP) or internal safety response team
  • Setting up nomadic emergency services
  • Using the nomadic emergency services dashboard
  • Nomadic emergency services process
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