Aside from viewing your current state information, the My State view also gives you the possibility to specify your state by clicking on the name of a state in the list. Depending on the type of state, you may have to enter additional details.
Generally, there are two types of states: Normal states and quick states. Normal states require you to attach additional information to your registration. You can identify them by the fact that there is no arrow next to them. Clicking on these states will open an additional screen where you need to type in the extra information, such as message, location, expected end time, etc. :
Expected end time
When creating a state registration with required end time, you will be asked to enter the expected end time in the field “When will your appointment end”. That way, colleagues can get an idea when they should be expecting to reach you again. Depending on the state settings in Totalview Admin, the state will continue or the next state will be executed when the end time is reached.
It is not possible to directly set a “Next State” in the smart client. However, when choosing a state with a template that contains an automatic next state, it will be executed anyway.
You can use the “Message” field in order to specify the details of the state (e.g. “Dentist Appointment”, “Marketing Presentation”, etc.).
The location field can be used to detail your whereabouts. Note that it is not required to set this field. If no location has been specified, the field will not be shown in the My State view.
When making a state change, you are able to define your forwarding settings during the time of the state for your local device. You can usually choose between:
- Do not forward
- Keep current
- All calls to Mobile (i.e. your mobile number)
Additionally, administrators can set up additional forwarding options in the Totalview Admin (e.g. “External calls to Reception”, “All calls to Reception”, etc.). If none of the options suffice, you can click on “More Options” and then enter your own custom number in the new input field.
Do Not Disturb
The Do Not Disturb (DND) setting allows you to cut off any incoming calls that should reach your local device, playing a busy sound to any caller. In order to specifiy DND you have to click on “Phone”, then click on “More Options”, click on “DND” and select either “Keep”, “On” or “Off”.
Outbound Caller ID (3CX only)
Totalview allows you to change the caller ID (i.e. phone number) that is shown on a receiving device when you make a phone call via your local device. When specifying a state registration, you can find this setting by clicking on “Outbound Caller ID”. You will then be presented with a list of options. While these options depend on your particular setup and use of templates, the following are usually present:
- Keep – No changes are done with regards to Outbound caller ID
- Work – The Outbound Caller ID is set to the user’s default work number
- Mobile – The Outbound Caller ID is set to the user’s default mobile number
- Hidden – No ID is shown
Note that Outbound Caller ID requires the use of 3CX.
The Totalview client for iPhone provides you with the possibility to detail the project or job you are working on. You can find it in the section “Work Specification”. Simply select your work options from the top and down in order to specify your current work. If you are frequently working on the same projects, you can instead select your latest projects by clicking on the “Recents” view.
In order to use Work Specification, it has to be enabled in the Totalview Admin.