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--- quick_guide:freepbx_transfer [2017/03/31 10:07]
gcooper created
+++ quick_guide:freepbx_transfer [2022/07/07 12:10] (current)
gcooper
@@ Line 1: / Line 1: @@
 ====== Transferring Calls ======
-:!: There are different names for the following transfer methods, but most phone and most PBXs act in a very similar fashion.
+:!: There are **different names for the following transfer methods**, but most phone and most PBXs act in a very similar fashion.
+:!: These are fairly **generic instructions** that will generally work with most IP phones and Asterisk-based PBXs.
+:!: Generally, you **do not** put the caller on **hold** during transfers.
 There are three common transfer types:
@@ Line 11: / Line 15: @@
     * Transfer the current caller to another extension **announcing the call first**
   - **Transfer Directly to Voicemail**
-    * Transfer the current caller directly to another extension's voicemail mailbox
+    * Transfer the current caller **directly to another extension's voicemail mailbox**
+{{ :quick_guide:yealink_t42g_display.png?750 |Yealink Transfer Soft Key}}
+:!: As you can see, **transfer specifics can vary between phone makes and models**.
 ===== Blind Transfers =====
-:!: Do **not** put the caller on hold during a blind transfer.
+==== Yealink ====
   - **Answer** an incoming call
   - Press the **transfer soft key**
+  - Enter the **destination extension number**
+  - Press the **transfer soft key again** to complete the transfer
+==== Polycom ====
+  - **Answer** an incoming call
+  - Press the **transfer soft key**
+  - Press the **blind soft key**
   - Enter the **destination extension number**
   - Press the **transfer soft key again** to complete the transfer
@@ Line 24: / Line 40: @@
 ===== Attended Transfers =====
-Answer an incoming call
+==== Yealink or Polycom Phones ====
-Place the call on hold
-Call the user you would like to transfer the call to
-    Press the “Send” soft key.
-    The transfer recipient answers and accepts to take the call.
-    Press the “Tran” soft key.
-yealink
+  - **Answer** an incoming call
+  - Press the **transfer soft key**
+  - Enter the **destination extension number** and press the send/OK button
+  - **Announce the call**
+  - Press the **transfer soft key** again to complete the transfer
-    Select the caller you wish to transfer the call to using the arrows and press “OK“.
+==== Snom Phones ====
-    The original caller and the transfer receipient are now connected.
+  - **Answer** an incoming call
+  - Place the call on **hold**
+  - **Dial the user** you would like to transfer the call to
+  - **Announce the call**
+  - Press the **transfer soft key twice** to complete the transfer
+===== Transfer Directly to Voicemail =====
+If you want to send a caller to voicemail for any reason, just do a Blind Transfer and **preface the destination extension number with a ''*'' (asterisk) character**.
+For **example**, if you want to transfer a caller to voicemail of **extension 100**:
+  - **Answer** an incoming call
+  - Press the **transfer soft key**
+  - Enter ''*100'' as the **destination extension number**
+  - Press the **transfer soft key again** to complete the transfer
+  - The caller will hear extension 100's **Unavailable greeting** and can **leave a message**

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