Clarity Office Anywhere Mobile App iOS Guide

Clarity Office Anywhere Mobile App iOS Guide




Clarity Office Anywhere Mobile App

Our Clarity Office Anywhere Mobile App is designed to free people to work the way they want, where they want, in today’s mobile-distributed world.

You can use the app to make phone calls to and from your business line, access voicemailstransfer calls, and much more!  Simply download and go!


Features include:
  • Contact management with phone extension
  • Visual Voicemail Presence
  • Extension dialing
  • Call Transfer
  • Call Recording
  • Call History
  • SMS/MMS (texting)
  • Group Chat
  • Available for both the Android and iPhone!



How Do I Get the Mobile App for iOS?

The Mobile App is available in the App Store under "Clarity Office Anywhere". 
  1. On your iOS device, go to the App Store, or click the App Store image below.  
     
    1. If you reached the App Store manually, search for Clarity Office Anywhere.  


  2. Choose Install


  3. The App will download to your device, and you will be prompted by a Login screen



How Do I Login to the Mobile App?

Login to the Mobile App is simple!  Your Extension login credentials also work for the Mobile App.  If you make a password change, both your Portal and Mobile App will update for you!
  1. Open your Mobile App.  You will always open to the Login screen if you are not yet logged in.  Type in your Portal Extension login credentials.   
    1. Your username will always be your extension, the @ symbol, and then your domain's name.  For example:  200@domainname.   Your password will be the same as your Portal Extension password
       
    2. No Portal access or not sure what your login credentials are?  You can choose Forgot Login or Forgot Password, right from the App


  2. The first time that you login (or after a reinstall), you will need to "allow access" to the Microphone, Contacts, and other options.   If you accept, click Accept


  3. Click Login




Making a Call with the Mobile App

  1. From the ContactsVoicemail, or Call History views, you’ll see the orange dial pad located at the bottom right corner. 


  2. Press the dial pad for the dialer view. Type in the number you would like to dial or choose from the list of Contacts above.

        

  3. When dialing is complete, press the green Phone icon to begin the call.
      



Receiving Inbound Calls in the Mobile App

If you have added the Mobile App to your Inbound Routing, you will be able to receive your business calls to your cell phone.   
  1. When there is an incoming call, the caller's Caller ID and answer and hang-up buttons will be displayed.
       


  2. Tap the Answer icon to accept the call. 
    1. If you are not able to take the call or need to take the call on another device, choose Reject. The call will continue to ring other devices that are in your Routing.

Note:  
If you are going to use the Mobile App for Inbound Calls, it is best practice to always set the Mobile App to "display over other apps", so that you can visually see the Alert in addition to the audible ring tone.   

If your device does not prompt you for this option, you may reach it in the Android Settings, then App notifications.  Choose Clarity, then choose your preferred Notification type.



Options During Active Calls

When there is an active call in progress, the statusdialed number, and call timer will be displayed at the top of the screen.

  


You will also have the following options: 
Option  Description

 Mute 

Your microphone will be Muted, but you will still be able to hear the call.  

 Hold

The call will be held for all parties on the call. 

Your domain’s Music on Hold and any additional programmed Messages will play during this time. 

 Dial Pad
 
The Dial Pad is available so that you can Dial/Press numbers during the call. 

For example, if you call a destination that requires you to select an option, you can open the Dial Pad to make your selection. 

 Add Call

Clicking Add Call will allow you to add another person to the current call (conference call).   

The new person added can be from your Contacts list or you can manually dial their number. 

 Transfer

You can transfer the call to a member of your Contacts list or manually add the number.  Click the Call phone icon beside the number.  

Please see below "how to transfer" for more information.

 Switch Phone

If you would like to switch the call to another of your Extension devices, choose this option.   

For example, if you needed to switch the call to your Desk Phone, you can use this option. 

 Contacts

This option will access your Contact List.  

 More Menu (three dots)

This option is in the More menu.   This will “hide” the current call in your window. 
 



Contacts

The Contacts view shows contacts from your phone (if enabled), as well as internal Contacts that populate from your domain. 
  1. You may change your view to show only the type of Contacts that you would like to view. Just click the Dropdown beside the current List to view additional options. 

  2. You may also Sort your Contacts in a different way by clicking the line Menu.
      

  3. You can search for Contacts by clicking the Search magnifying glass icon. 




Adding/Editing/Deleting Current Contacts

  1. From the All or My Contacts view, click the + plus icon in the upper right corner to add a New Contact
      


  2. Complete the fields to add a Contact and then click the checkmark icon in the upper right to save the Contact to the App contacts

  3. Click the Contact to open up the callchat/text, and Add to Favorites options.
    1. To call the Contact, press the handset icon next to the contact.
    2. You may also Chat with the Contact. If texting is enabled for your Extension, you can text with the Contact.  For either Chat or Texting, click the message icon.
    3. Clicking the Star icon will add the Contact to your "My Favorites" view.
         


  4. You also have the ability to edit the additional phone numbers and additional email addresses for the Contact from this View. 
    1. Click Edit Contact, make your additions, and then press the checkmark icon to save. 
       
    2. Note:  For Internal Contacts, such as domain Extensions, fields that are copied from their Extension will not be editable.  You may add additional information as needed. 
    3. If you are a Manager permission level that has permission to change User Names,  you may login to Portal under your Manager view to make these changes for the domain.



Accessing Voicemail Through the Mobile App

Voicemails for your Extension can be accessed directly from the Mobile App.

  1. Just click the Voicemail icon at the bottom of your screen to access the Voicemail list and options.   Click the Voicemail View dropdown to switch from the default New Voicemails to the Saved or Trash Folders. 




Voicemail Options

While the Voicemail plays, additional options will appear.  


These options are:
  1. Play/Pause Toggle When a message is playing, this becomes a pause button.  
  1. Message Progress Bar – This shows the current place in the message.  
  1. Speaker – Enables/disables speakerphone playback.
  1. Call Back – This calls back the number if the Caller ID is known.  
  1. Forward Voicemail – Forwards the voicemail to anyone on your internal Contact list. 
  1. Save – Moves the message to saved messages.  
  1. Information – Provides date, time, Caller ID of the caller.  
  1. Delete – Moves the message to trash. 

Note:  If you would like to change your Voicemail Greeting, you may do so by clicking the three line Menu option in the bottom right of the App.  This will open up the additional Menu options, including Greetings.  Scroll down to Greetings for details. 


 



Chat and Texting (SMS/MMS)

Chat is automatically enabled for the Mobile App.  Chat allows you to send messages to internal Contacts (domain Extensions).  The option will be labeled "Chat".  
  1. If a registered Texting number is assigned to your Extension, you will be able to also Text from the same option.   The option will then be labeled "Chat and SMS". 




How Do I Start a Chat or Text?

You may continue a Chat/Text thread by clicking the original Thread.  

  1. If you would like to start a new Chat or Text, click the Edit pencil icon in the bottom right corner.   


  2. You will then either choose from your list of Contacts, or you may type in the number to search/select.  Click the done checkmark icon when you have your selection. 

    1. For Extensions with more than one assigned texting number, you may also choose from your Texting numbers by using the dropdown beside your number at the bottom of the screen. 


  3. Compose your message and click Send.


  4. If you are also sending a picture, click the paperclip attachment icon.  Text Messages (SMS) and Pictures (MMS) are sent separately.  If the Mobile App has permission, you will be able to access your cell phone's Camera and saved Pictures.  Make your choice(s). 
     
    1. An orange checkmark will appear on your selection, and you will see the picture count appear on the paperclip attachment icon. 
    2. When your choices are complete,  choose Send
         
Note:  Supported file types are:   .jpeg.jpg,  .png .gif, and .mp4 video.  Most major carriers allow up to 1MB in size to be received by their customers.   

Sizes or file types outside of these ranges/types will display an error message so that you can make the correction and resend. 




Call History

Call History will display for your Extension in the Mobile App.  You will be able to view inboundoutbound, and missed calls for your Extension
  1. Click the dropdown beside the current Call History view to change the type of calls displayed. 


  2. The records displayed will show:
    1. Caller ID, if available 
    2. Call Direction (inbound, outbound, or missed)  
    3. Call Time 
    4. Call Duration 
        
  3. Clicking the record will give you the option to return the Call and/or Add as Contact. 



Additional Menu Options

There is an additional Menu of options available by clicking the three line Menu icon in the bottom right of your App.   


You will be able to access:

  1. Answering Rules for your Extension
  2. Voicemail Greetings 
  3. Settings (includes the ability to change your Default Calling method)
  4. About (gives the Version and the ability to Submit Log Files)
  5. Log Out option



Answering Rules

Answering Rules displays a list of your Extension's Answering Rules.  Click the three line Menu icon in the bottom right of your App.  Then click Answering Rules.



  1. Your Answering Rules for your Extension will be displayed.  The current active Answering Rule will have a blue dot beside it. 


  2. You may click on any Answering Rule to review the current Routing within the Rule.  You can manually disable the Answering Rule if needed by clicking the three dot menu in the upper right. 


  3. To reprioritize the Rules, just hold and drag the Answering Rule to the desired location.   If two Answering Rules cover the same date/time period, the Answering Rule that is higher in the list will always take priority. 



Voicemail Greetings

Greetings displays a list of your Voicemail Greeting.  Click the three line Menu icon in the bottom right of your App.  Then click Greetings.




  1. Clicking on Greetings displays a list of your Extension's pre-recorded Voicemail Greetings.  To change your Greeting, simply select the greeting and confirm by choosing Select. You may delete the Greeting from here as well. 
      


  2. To add a New Greeting, click the Add + plus icon in the top right.  You will then be able to name and record a new Greeting
     



Mobile App Settings

Settings displays a list of your Mobile App Setting options.  Click the three line Menu icon in the bottom right of your App.  Then click Settings.




  1. The Settings contained here include: screen dimming and the Default Calling Method.  


The full list and descriptors are as follows.  Your individual Settings may vary slightly depending on your Android version, Mobile App version, and phone Model.  
  1. Mobile Number - The number that is called when the Default Calling Method is set to “Mobile Phone”.  This is also used if the Default Calling Method is set to “Choose before each call”.  The Mobile Number will be used any time "mobile number" is selected for the call.   
    1. If you frequently travel or have inconsistent data and/or Wi-Fi quality, click here for more information about optimizing your Settings for both the App and your phone:  Mobile App Optimization.

  2. Use mobile data - Allows you to decide whether to allow the use of mobile data. 

  3. Echo cancellation - This settings affects your audio quality. 

  4. Clear keychain on logout - If enabled, the keychain (saved password) will clear when the app is logged out.  When you login again, you will need to re-enter your password. 



About (Version and Log Files)

The About option gives you access to additional information about the App version and allows you to Submit Log Files to Clarity Voice when requested.  Our Privacy Policy is also listed here.   Click the three line Menu icon in the bottom right of your App.  Then click About.



  1. The About options will open. 


  2. If you need to send us Mobile App logs, click Submit Log File. Then choose Send
     



How Do I Log Out of the Mobile App?

Depending on your needs, you may choose to stay logged into the Mobile App at all times, or may need to login and out as your availability changes. 
  1. To manually log out, just click the three line Menu icon in the bottom right of your App.  Then click Log Out.
     



How Can I Add the Mobile App to My Inbound Routing?

If you have already downloaded the Mobile App and need help adding the Mobile App to your Routing, just contact us!  

Give our Customer Service Team a call at 1-800-676-3995 or if you prefer to open a Request, click here to open a Ticket Request!



Need More Information About Phone Options?

Try our Portal Guides!  Each Permission Level has a Guide specifically created for them with an interactive Table of Contents so that you may skip quickly to the relevant section. 

Admin/Manager Guides

  1. "Office Manager" Admin Guide
  2. "Advanced User" Admin Guide
  3. "Call Center Supervisor" Admin Guide
  4. "Site Manager" Admin Guide

Only have access to your own Extension?  

Your Extension has access to Voicemail, Profile SettingsExtension Routing, and more!  
  1. "Call Center Agent" Portal User Guide
  2. "Basic" User Portal User Guide

Want to Know More About Optimizing Your Mobile App Settings?

Click here for more information:  Mobile App Optimization.

Want to Know More About Our Clarity Cellular Option?

Click here for more information:  Clarity Cellular.

Want to Know More About Texting?

Click here for more information:  How to Text.



Want to know more about Routing or Phone Options?


Give our Customer Service Team a call at 1-800-676-3995!   We are available Monday-Friday 8am-9pm EST. 
Prefer to open a Request?  Click here to open a Ticket Request!

We’re here to help you find better, easier ways to run your business.






    • Related Articles

    • Clarity Office Anywhere Mobile App Android Guide

      Clarity Office Anywhere Mobile App Our Clarity Office Anywhere Mobile App is designed to free people to work the way they want, where they want, in today’s mobile-distributed world. You can use the app to make phone calls to and from your business ...
    • Clarity Office Anywhere Mobile App (dialing out with your Business Caller ID)

      Clarity Office Anywhere Mobile App In today’s mobile world, our businesses need to be mobile too. Have a field technician or remote User who needs to call out to a customer? Have them use the Mobile App to call the customer from their cell phone. ...
    • Mobile App Optimization

      Mobile App Optimization Do you work or travel through areas with low, intermittent, or no Data connection available? Most Applications, when not using Wi-Fi, run on the strength of the available data connection. Our Mobile App is different! The ...
    • "Office Manager" Admin Guide

      What is the Office Manager Permission Level? "Office Manager" Permission Level means that your Permission Level has access both to your own Extension and also the ability to view and edit your Domain's Call Routing and Users. Office Manager ...
    • How Do I Use Clarity Video Anywhere?

      Video Chat and Meeting Options Our Clarity Video Anywhere app allows you to Video Chat with both internal and external Contacts right from Portal. Meetings and Webinars can be created in Clarity Video Anywhere. Up to 25 participants can attend a ...