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Transfer Calls in the Receptionist Client

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There are a number of ways in which you can transfer a call in the Receptionist client:

Blind Transfer

A “blind transfer” occurs when you transfer a call without speaking to the other person first. Calls may be blind transferred while active, held, or ringing in on your phone. If the call is ringing in, it is redirected before you answer it.

To blind transfer a call to a contact:

  1. In the Call Console, select the call to transfer.
  2. In the Contacts pane, expand the panel you want to select a contact in.
  3. Click the destination contact to expand it, and click TXR for that contact. If there is more than one number available for the contact, use the drop-down arrow next to TXR to select from the available numbers for that contact.
  4. The call is transferred and removed from the Call Console.

Alternatively, drag the call onto the target contact and click TXR for that contact.

To blind transfer a call to an ad hoc number:

  1. In the Call Console, select the call to transfer.
  2. In the Dialer, enter the destination number and click TXR. The call is transferred and removed from the Call Console.

Supervised Transfer

When you have an active inbound call that you want to transfer, follow this procedure:

  1. In the Call Console, select the call to transfer.
  2. Dial the number or contact you want to transfer the call to.
  3. If the dialed contact is busy, either retry or dial another contact.
  4. Move the mouse over the new, non-selected call and click TXR.

Transfer with Consultation

Use this method when you want to speak with the other person before you transfer the call to them. You can transfer calls this way while active, held, or ringing in on your phone. If the call is ringing in, it is redirected before you answer it.

  1. Place a call to the person you want to transfer the call to. If the first call was active, it is put on hold. The new call appears in the Call Console.
  2. Speak with the other person when they answer.
  3. When you’re ready to transfer the call, select one of the two calls in the Call Console. Move the mouse over the non-selected call and click TXR.
  4. The calls are connected and removed from the Call Console.

Transfer to Voicemail

NOTE:  This option is only available if the contact you transfer the call to has the Voice Messaging service assigned and enabled.

You can transfer a call to a monitored contact’s voicemail or to your own voicemail.  Calls may be transferred while active, held, or ringing in on your phone.

  1. In the Call Console, select the call to transfer.
  2. In the Contacts pane, expand the Group/Enterprise or Favorites directory and find the contact. If you want to transfer the call to your own voicemail, locate yourself in the directory.
  3. Click the contact and click VM for that contact.

Alternatively, drag the call onto the target contact and click VM for that contact.

You can also transfer an incoming call to voice mail from the Call Notification pop-up window with the Transfer to Voice Mail Receptionist - Call Notification window - Transfer to voicemail button.

Transfer to Queue

You can transfer a current call to any queue that appears in your Queues panel.  The call is placed at the bottom of the new queue.

  1. In the Call Console, select the call to transfer.
  2. Expand the Queues panel.
  3. Click the destination queue and click TXR. The call is transferred and removed from the Call Console.

Alternatively, drag the call onto the target queue and click TXR for that queue.

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