Send Welcome Email
This article assumes you are logged into the Manager Portal as a Call Center Supervisor, Site Manager, or Office Manager. If you do not know your login name or password, please click here or contact CallHarbor Support . What is a Welcome Email Send Welcome Email - Single User (Bulk) Send Welcome Email - Mult…
Recover Login Name or Reset Password
The CallHarbor Portal, Mobile App, and Web Softphone all use the same login. This article assumes you are trying to access the Manager Portal , Web Softphone , or Mobile App . For instructions on resetting the eFax portal, please click here . For instructions on resetting the Support or Billing portal, pleas…
Portal Links
Logins Manager Portal eFax Portal Billing Portal Support Portal Web SoftPhone CallHarborUC Logins The Manager Portal, Web SoftPhone, and CallHarborUC (Mobile App) all use the same login. If you do not know your login or password, please click here . The eFax Portal, Billing Portal, and Support Portal will…
Change Status in Portal
This article assumes you are logged into the Manager Portal as a Call Center Agent or Supervisor. If you do not know your login name or password, please click here or contact CallHarbor Support . Contact CallHarbor Support if you do not have the Call Center tab in the Portal and you need the ability to updat…
Send SMS
Portal * Through the Contacts Tab * Through the Messages Tab * SMS Window Icons Web Soft Phone * Through the Contacts Tab * Through the Chat and SMS Tab * SMS Window Icons Mobile App * Through the Contacts Tab * Through the Messages Tab * SMS Window Icons Portal This article assumes you are logged into t…
Call Center Supervisor Extension View Portal Guide
Overview Accessing the Portal * Switch to Extension View Call Center * The Navigation Bar * My Queues * My Graphs * Status * Login Method * My Statistics * Recent Call History Window * Profile Messages * Voicemail New Saved Trash * Chat and SMS * Settings Contacts * Filter Contacts * Search…
Contacts
This article assumes you are logged into the Manager Portal . If you do not know your login name or password, please click here or contact CallHarbor Support . Portal - Your Extension * Access Contacts * Filter Contacts * Search Contacts * Add Contact * Edit Contact * Delete Contact * Import Contacts *…
Office Manager Extension View Portal Guide
Overview Accessing the Portal * Switch to Extension View Home * The Navigation Bar * New Voicemail Messages Window * Recent Call History Window * Active Answering Rule Window * Active Phones Window * Profile Messages * Voicemail New Saved Trash * Chat and SMS * Settings Contacts * Filter Conta…
Site Manager Extension View Portal Guide
Overview Accessing the Portal * Switch to Extension View Home * The Navigation Bar * New Voicemail Messages Window * Recent Call History Window * Active Answering Rule Window * Active Phones Window * Profile Messages * Voicemail New Saved Trash * Chat and SMS * Settings Contacts * Filter Conta…
Basic User Portal Guide
Overview Accessing the Portal Home * The Navigation Bar * New Voicemail Messages Window * Recent Call History Window * Profile Messages * Voicemail New Saved Trash * Chat and SMS * Settings Contacts * Filter Contacts * Search Contacts * Message Contact * Edit Contact * Add Contact * Delete C…
