Quick start guide for the user – ProCall 8 Enterprise client for macOS
| Update status | January 2024 |
|---|---|
| Product relevance | estos ProCall 8 Enterprise Client for macOS |
Quick guide to the main functions of ProCall 8 Enterprise for macOS
Your extension/extension number always under control
Click on your extension or extension number to set this line as the default line (digits shown in bold).
Example screenshot: ProCall client for MacOS – Line and call history
Manage lines
- Define standard line
- Set/remove call forwarding
- Call protection on/off
- Remote office on/off
ProCall Enterprise client for macOS only supports TAPI lines provided by estos ProCall Enterprise server. If a user is also assigned a SIP subscriber line or a line from a SIP trunk connection via the UCServer administration, this line is not made available to the user in the ProCall Enterprise client for macOS. However, if this user works with the ProCall Enterprise client for Windows or with the estos ProCall mobile app, the user will also be able to use the SIP lines. The ProCall Enterprise client for macOS is currently not equipped to process audio or video streams.
Line display
Line is free
Call forwarding active
Call protection active
Overview of your conversations and calls
You can see your call journal under Calls. Explanations of the information provided here:
Internal outgoing calls/phone calls: yellow handset symbol with red arrow pointing to the right
External outgoing calls/phone calls: gray handset symbol with red arrow pointing to the right
Internal incoming calls: yellow receiver symbol with green arrow pointing to the left
External incoming calls: gray receiver symbol with green arrow pointing to the left
Missed/unanswered internal/external incoming calls: gray handset symbol with exclamation mark- Name of the communication contact (subject to availability)
- Telephone number of the communication contact
- Date and time
Other icons such as a headset 
or a triangle 
may appear if the user is also working with ProCall Enterprise client for Windows. These icons represent SIP softphone calls, audio/video chats or screen sharing sessions. These communication icons are displayed in ProCall Enterprise client for macOS for compatibility reasons, but such functionalities are not available in the client for macOS.
Calls – your journal
Right-click on an entry:
- Call
- Mark entry as edited/unedited
- Open contact details
- TextChat
- Deleting from the call journal
Mark all entries as edited
Call
To start a telephone call:
- Direct entry of the phone number in the search line (magnifying glass – enter or search for phone number)
- Right-click on an entry under Calls
- Right-click on the contact under Favorites
Using dialing assistance with ProCall/Commands
Mark the number in the active application:
- Keyboard shortcut
or
- Right mouse button – Services – Dial with ProCall
Example screenshot: ProCall client for MacOS – Dialing with ProCall (using commands)
Change preset keyboard shortcut for dialing
Under System settings/Services settings/Shortcuts/Keyboard/Text: Dial with ProCall
Double click on
Example screenshot: ProCall client for MacOS – Activate dialing with ProCall under Shortcuts
Search for contact and enter phone number manually
All connected contact databases can be searched for a contact or search term using the search bar. 
You can also enter a telephone number manually in the search window and start the call here by pressing Enter. 
During a call
Duration of the call
You can see how long you have been on the phone with someone in the call window during an active call.
In an active call
You can:
- Hold call
- Initiate consultation
- Forward call
- Toggle
- Conference
- Transmit signals via DTMF dialing
End the call by hanging up. After ending the call, you will see the call in your journal under Calls.
Filter/search calls
- By number
- By name
- All/only unprocessed calls
- Filter out internal calls
Presence management
Set and recognize status
The presence status is created according to defined rules, e.g. via telephony services, or set manually by you; you can set an absence note to comment on your presence status.
Presence state
Further contact information
Absence note
Your contacts will see your presence status and your absence note (depending on the authorizations granted).
Example screenshot: ProCall client for MacOS – Presence status – Present, Absent, Busy, Do not disturb
Contacts/Favorites
- Add contact
- Create a new group, e.g. Marketing, Sales, Administration
- Rename group
- Remove group
- Move group
- Move contact to another group with a simple mouse click
Example screenshot: ProCall client for MacOS – Favorites – Create a new group
Authorization levels
By setting an authorization level for a contact, you determine the level of information depth that you share with this contact. Depending on the authorization, you can, for example, pick up calls from other contacts (pickup / call pickup function).
Authorization levels can already be specified by the administrator and therefore cannot be extended.
- Blocked
- Public
- Business
- Team member
- Personal
Don't miss anything/Notifications
You'll see what's coming up straight away:
- New chat messages
- New contact requests
- Missed calls
Information at your desk
Information in the dock
The number of missed calls is displayed on the ProCall Enterprise client icon in the dock:
Example screenshot: ProCall client for MacOS – Dock – Notifications
Contact details
Right-clicking on a contact/favorite or the result of a search provides you with additional information about the contact.
Example screenshot: ProCall client for MacOS – Contact details
For example:
- Telephone numbers
- Appointments
- E-mail address
- IM address
- Upcoming appointments (depending on configuration)
- Data source
- Group assignment
- Authorization level
- Contact options
- (TextChat, call, e-mail)
- Send contact details
- Transfer contact details to the address book
- Delete contact from favorites
TextChat
You can start a text chat with your contacts. The chat can be started either via the contact details, the Calls window by right-clicking or via the Chats window. In addition to pure text messages, you can also use emojis here.
Example screenshot: ProCall client for MacOS – Chat message
You can start a text chat with your contacts. The chat can be started either via the contact details, the Calls window by right-clicking or via the Chats window. In addition to pure text messages, you can also use emojis here.
An icon next to the message indicates whether it has already been delivered/read.
Chat journal
Overview of your recent chats
Software maintenance
Determine version and activate updates
The version of estos ProCall Enterprise client for macOS installed on the Apple macOS is determined via the ProCall Mac menu and the sub-item About ProCall:
Example screenshot: ProCall client for MacOS – Version number under ProCall Mac
If the ProCall Enterprise client update service is in use, ProCall Enterprise client for macOS is informed about available new versions and the client offers the software update:
Example screenshot: ProCall client for MacOS – Activate software update
Alternatively, you can also check for updates at any time via the ProCall Mac menu and the sub-item Check for updates... to check the availability of a software update on the server:
Example screenshot: ProCall client for MacOS – Activate software update
Further information
Verify certificate
If ProCall Enterprise server is only operated with a self-signed certificate, the ProCall Enterprise client for macOS will indicate this during the start process:
Example screenshot: ProCall client for MacOS – reference to self-signed certificate
General functions and restrictions
The availability of the functions depends, among other things, on the system environment used, ProCall version, configuration and authorizations granted.