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Enable and Disable Sync Silent Mode
Use Silent Mode when you are in a meeting, focusing on work, or temporarily unavailable. When Silent Mode is enabled, you can also choose whether to mute calls, mute notifications, or both. Enable Silent Mode Open the notification menu from the top-right corner of the Sync app to enable Silent Mode. Log in to the Sync app. Click the bell icon in the...
0 min reading timeStar Codes with net2phone Sync
Star codes let you complete common calling actions directly from a Sync desk phone or supported calling device. Use the codes below to access voicemail, manage queue or ring group availability, and control outbound caller ID. Requirements and notes Star code availability can depend on your assigned licenses, permissions, call routing configuration, ...
1 min reading timeUser Management in the Sync Settings Portal
Use the User Management page in the Sync Settings portal to review users and assign net2phone Sync licenses. User Management controls which Sync license package is assigned to a user. It does not change the user’s Team Member role, extension, phone numbers, devices, PBX settings, or service configuration. Requirements and notes You must be signed in...
1 min reading timeCall Queue Star Codes for Quick Actions
Queue Agents can use star codes to sign in and out of queues from any registered Sync device or the browser app dialpad. Administrators and Supervisors can also use monitoring codes to join, whisper, or silently monitor live queue calls. Agent sign-in & sign-out Dial these codes from any registered Sync device or the browser app dialpad. Action ...
1 min reading timeGenerate Agent and Call Queue Activity Reports
Generate Call Queue reports to review agent activity and queue performance for available Call Queues. Use these reports to compare call handling, review agent-level activity, and identify patterns in call volume or wait time over a selected time period. Access Call Queue reports Call Queue reports are accessed from the Sync Settings portal. Report ...
2 min reading timeSet Up Out of Office (OOO) Call Routing in Sync
Use this article to prepare your Sync phone service before you are away from work. You can forward calls to an external number for a specific date range, update your voicemail greeting, and enable voicemail-to-email so missed calls are easier to manage. Requirements and notes Some settings may depend on your assigned licenses and company permissions...
3 min reading timeCreate New Call Queues in the Sync Settings Portal
Call Queues help organizations manage higher inbound call volumes by routing callers to assigned agents and holding callers in line when agents are unavailable. Administrators can create Call Queues in the Sync Settings portal, assign agents and supervisors, configure overflow behaviour, choose ringing rules, set an optional queue exit key, and mana...
3 min reading timeReceptionist Console (RCon) Overview
The Receptionist Console (RCon) is a cloud-based call management console for users who handle high call volumes. RCon centralizes active calls, transfers, presence indicators, contact search, and voicemail access in a single interface, helping frontline staff route callers to the right person or department. RCon License Required You will only see t...
2 min reading timeWelcome New Sync Administrators
Welcome to net2phone Sync. As an Administrator, you can manage your organization’s business communications, support Team Members, and maintain key call handling settings from the Sync app and the Sync Settings portal. Your first Sync login Start by accepting your invitation email and signing in to net2phone Sync. During your first login, you may nee...
3 min reading timeDelegate Account Access
Administrators can grant limited administrative access to their net2phone account by adding delegate users. Delegate users are not team members and are typically external individuals, such as IT partners or service providers, who need to configure settings on your behalf. Before You Begin Before adding a delegate user, review the following requireme...
1 min reading timeVerify the IP Address on a Yealink Phone
You may need your phone’s IP address to access the Web GUI, troubleshoot connectivity, or perform advanced configuration tasks. Yealink T3/T4/T5 desk phones Requirements and notes Ensure the device is powered on and connected to the network. If connected via Ethernet, confirm the cable is securely attached and WiFi is disabled. If connected via WiFi...
0 min reading timeManage Call Queues
Use Call Queues to route inbound calls to assigned agents and control how callers wait when agents are unavailable. Call Queues are designed for higher-volume teams, such as Support, Sales, Billing, or Reception, that need more advanced routing than a standard Ring Group. Understand Call Queues A Call Queue holds incoming calls until an assigned age...
2 min reading timeOutbound Call Blocking
Outbound Call Blocking allows Administrators to block outbound calls to specific phone numbers or number patterns. Blocking rules can apply company-wide or to selected Team Members, helping organizations enforce outbound calling policies, reduce unwanted calls, and control dialling costs. Requirements and notes Outbound Call Blocking applies to outb...
2 min reading timeManage Chat Channels
Chat channels help Team Members collaborate in shared conversation spaces organized by topic, team, or project. Use channel settings to keep conversations organized and ensure the right Team Members have access to the right discussions. Requirements and notes Review these requirements before creating or managing chat channels. Only Administrators ca...
1 min reading timeUnderstand Shared Company Schedules
Company schedules define shared business hours used across features such as call routing, ring groups, call queues, and call forwarding. While schedules are created and managed by administrators, all users can view shared company schedules in the net2phone Settings portal. What Are Company Schedules? Company schedules apply time-based rules that det...
1 min reading timeSet Up Okta as a Single Sign-On (SAML) Provider for net2phone Sync
Configure Okta as a Single Sign-On (SSO) provider for net2phone Sync using SAML. You will create the SAML app integration in Okta, copy the required Okta values, then complete the setup in the Sync Settings portal. Requirements and notes Before you begin, ensure your organization has administrative access to both the Okta Admin Console and the net2p...
2 min reading timeUnderstand AI Agent Pricing Credits
AI Agent usage is governed by a predefined amount of plan credits selected by your organization. As the AI Agent processes interactions, credits are consumed based on usage. By default, AI Agent activity stops when all credits have been consumed. To prevent AI Agent interruptions, you can enable overage , which allows the AI Agent to continue runnin...
1 min reading timeManage Ring Groups
Ring Groups control how incoming calls are distributed across people, departments, or destinations. Unlike Departments, Ring Groups are purely call-flow tools—they do not represent teams or ownership structures. Ring Groups are commonly used in Welcome Menus, scheduled routing, and overflow scenarios. What are Ring Groups? Ring Groups are distinct ...
2 min reading timePark and Retrieve Calls in Sync
Call parking allows you to place an active call into a temporary parking slot so it can be retrieved from another phone on the account. How call parking works Call parking uses feature codes to place a call into a temporary slot and retrieve it from another device. Dial #2 during an active call to park the call. The system will announce a park slot ...
0 min reading timeCreate New Company Schedules
Schedules allow administrators to define consistent business hours, after-hours rules, and special operating times that can be reused throughout the system. As an administrator user, you can create schedules that are accessible and usable by all members of your organization. Understand Company Schedules Company schedules apply time-based rules th...
0 min reading timeDelete a Saved Payment Method from the Billing Portal
The net2phone Canada Billing Portal allows you to save multiple credit cards as payment methods. Delete a Saved Payment Method from the Auto-Pay Page Saved payment methods must be deleted from the Auto Pay page, even if Auto Pay is not enabled on your account. Log in to the net2phone Canada Billing Portal . From the Account Dashboard, click either: ...
0 min reading timeTransfer a Call in the Mobile App
Transfer an active call to another contact or phone number using the Transfer option during a call. Call transfer notes When you initiate a transfer, the original call is placed on hold. Only one transfer type can be selected at a time. You can tap Cancel at any time to return to the original call. You can tap End Call to end either call during the ...
0 min reading timeWelcome New Sync Team Members
Welcome to net2phone Sync, your company’s unified communications platform. Sync combines your business phone system, messaging, video meetings, and contacts into one application so you can communicate and collaborate from anywhere. With Sync, you can use your business number to make and receive calls, send messages, join video meetings, check voicem...
1 min reading timeUnderstand Invoice PDF Downloads
Reference this guide after downloading your invoice from the Transaction History page. Each section of your invoice provides key billing information. Use this guide to understand the details shown on your monthly invoice PDF. Download Invoice PDFs from the Transaction History Table Invoices can be downloaded as PDFs from the Transaction History tabl...
1 min reading timeUnderstand Special Extensions
As a team member using the net2phone Sync platform, understanding how to use Special Extensions effectively can significantly enhance your communication experience within your organization. What are Special Extensions? Special Extensions on the net2phone platform are designed to cater to specific communication needs, enhancing both productivity an...
0 min reading timeManage Special Extensions
Special Extensions represent non-user endpoints in your phone system—such as fax machines, intercoms, pagers, or ringer devices. Unlike Team Members or Departments, Special Extensions are not connected to people and do not participate in standard call ownership or presence logic. What are Special Extensions? Special Extensions are commonly used in c...
2 min reading timeIntegrate your Google Calendar and Contacts
Connect your Google account to sync your calendar and contacts with net2phone. Once connected, your Google meetings will appear within the net2phone apps, and your Google contacts will be available when placing calls or sending messages. How to Connect Your Google Account To connect your Google Calendar and Contacts to the net2phone system from the ...
0 min reading timeManage Desktop and Browser Notifications
Enable notifications to receive sound alerts for incoming calls. Disabling notifications does not activate Do Not Disturb (DND). Your calls will continue to ring until they time out and follow your voicemail or call-forwarding settings. To send calls directly to voicemail, set your status to DND. Access notification settings The web app currently su...
0 min reading timeReset a Forgotten Password
If you’ve forgotten your password, don’t worry—you can reset it in just a few simple steps. Requirements and notes Prerequisites for updating a forgetten password: You must know the corporate email address associated with your net2phone account. You must have access to that email inbox to receive the reset link. How to Reset Your Password Follow ...
0 min reading timeHuddle Video Conferencing Overview
Huddle is net2phone’s built-in video conferencing tool. It lets you meet face-to-face, collaborate in real time, and connect with coworkers or external guests—directly from the net2phone desktop app or a web browser. You can start a Huddle meeting instantly, schedule a call in advance, or join using a shared meeting link. Start or join a Huddle You ...
2 min reading timeUpdate your Voicemail Inbox Password
Your voicemail password is used when accessing voicemail from an external device. Access your Voicemail Inbox settings From the Sync desktop or browser apps, follow the steps below: Open your Profile Settings: Click your profile icon in the top right corner. Click your name under Profile Settings. Click the Voicemail subtab on the left side. Exampl...
0 min reading timeView Your Blocked Phone Numbers
Once a number is blocked, calls from that number will no longer ring your devices. Learn how to Block a Number or Block All Anonymous Callers for your personal extension. Administrators have separate controls for blocking company-wide phone numbers. Access Your Blocked Numbers List To access your blocked phone numbers from the browser app: Open Pr...
0 min reading timeSet Up Azure Active Directory as a Single Sign-On (SAML) Provider
Single Sign-On (SSO) allows team members to sign in to Sync using their corporate credentials instead of a separate username and password. Requirements and notes You must be a Sync Administrator user. You must be an Azure Active Directory administrator. SSO must be configured by a net2phone administrator. SSO is configured at the organization level ...
1 min reading timeFind a Team Member's SIP Credentials
Administrators can view SIP credentials and provisioning details for individual team members from the net2phone Settings portal. These credentials are typically used for third-party devices, softphones, or advanced provisioning scenarios. Available SIP information When SIP information is revealed, you may see details such as: SIP username SIP passwo...
0 min reading timeInvite a New Sync User
Add new users to your organization to give team members access to the Sync platform, including calling, messaging, and administrative tools. Requirements and notes Review the following notes before adding a new Sync user. Each user must have a unique email address. Role assignment determines what the user can access in Sync. The welcome email allows...
1 min reading timeUnderstand Your Presence Status & Availability Indicators
Your status shows whether you’re available to take calls, messages, or meetings; it helps other team members understand when you’re reachable and allows the system to route calls appropriately. Status indicators Your current status appears next to your name and contact card. Other users can see it when viewing contacts, messages, or call options. A...
1 min reading timeYealink T3 Series Desk Phone Overview
The Yealink T3 series are business IP desk phones designed for small to mid-sized work environments. It features HD voice quality, programmable line keys, and support for wired and wireless headsets. Supported Models & Firmware The following Yealink T3 models are supported: T30 / T30P — Requires firmware 124.85.0.10 or later.* T31 / T31P / T31G ...
0 min reading timeUpdate Billing Portal Information
You can update your organization’s billing contact information and billing address from the Billing Portal Account Dashboard. Update billing information All Billing Portal users have permission to update billing contact information and billing address details. Log in to the net2phone Canada Billing Portal. From the Account Dashboard, navigate to the...
0 min reading timeSync Billing Portal Overview
Welcome to the net2phone Canada Billing Portal. You will receive an email invitation that includes a login link, your username, and a temporary password. Download your Call Data Records (CDRs) After receiving your monthly invoice, you can download Call Data Records (CDRs) from the Transaction History page by opening an invoice and selecting Invoice ...
1 min reading timeVerify your net2phone Canada Sync Licenses
Your net2phone Sync licenses determine which features and applications are available to your account, including calling tools, Huddle video meetings, Virtual Fax, RCon, and Call Queues. All users can view the licenses assigned to their own account from Profile Settings. Administrators can view company license availability from the Sync Settings port...
2 min reading timeConnect a Yealink WiFi Adapter (WF50)
The Yealink WF50 WiFi USB adapter allows supported Yealink desk phones to connect to a wireless network instead of using an Ethernet cable. Supported models The WF50 adapter is compatible with the following Yealink desk phone models: Yealink T43U Yealink T46U Connect to WiFi using the WF50 adapter If your phone is not connected to a network, the d...
0 min reading timeConfigure Company Single Sign-On (SSO)
Single Sign-On (SSO) allows team members to sign in to net2phone using their corporate credentials instead of a separate username and password. SSO is configured at the organization level by adding user identity provider (IdP) details. Requirements and notes To enable Single Sign-On, you must configure your organization’s identity provider in the A...
2 min reading timeConfigure Call Forwarding in the Mobile App
Call forwarding sends incoming calls to another phone number when your net2phone Sync extension is unavailable or when forwarding is configured to bypass your desk phone. ⚠️ You need at least 1 forwarding number Call forwarding will not work until at least one forwarding number has been added. Access call forwarding settings Call forwarding is in th...
2 min reading timeProfile Settings in the Mobile App
The Profile Settings menu allows you to manage your personal preferences and device behaviour in the net2phone mobile app. From here, you can adjust settings such as your time zone, call forwarding preferences, and caller ID, as well as access application tools and legal information. Access your Profile Settings in the Mobile App To access to your ...
1 min reading timeSync Optimization Guide for Enterprise Networks
Review the firewall and network requirements required to allow the net2phone Canada system, devices, and provisioning services to communicate properly. If these ports and IP ranges are blocked, phones may fail to register, calls may fail, or audio issues such as one-way audio may occur. Most networks do not require firewall changes The net2phone Can...
14 min reading timeGetting Started with the Billing Portal
Welcome to the net2phone Canada Billing Portal. You will receive an invitation by email that includes the Billing Portal link, your username, and a temporary password. Download your Call Data Records (CDRs) from the Billing Portal After you receive your July 2025 net2phone Canada invoice, you can download June Call Data Records (CDRs) from the Billi...
2 min reading timeYealink T5 Series Desk Phone Overview
The Yealink T5 series includes premium business IP desk phones designed for professionals handling moderate to high call volumes. These devices offer HD audio, large colour displays, advanced wireless connectivity, and programmable line keys. Supported Models & Firmware The following Yealink T5 series models are supported: T53 / T53W — Requires ...
1 min reading timeReset Billing Portal Passwords
If you know your Billing Portal username, you can reset your password directly from the login page. If you do not know your username, contact another authorized Billing Portal user who can send you a password reset email, or contact the net2phone Canada Billing Team. Password requirements Whether you are creating a password for the first time or res...
1 min reading timeManage your Company's Phone Numbers
Manage how company phone numbers are assigned, displayed, and updated in the Sync Settings portal. Admins can use this page to control where numbers route, update caller ID settings, change existing numbers, and remove numbers that are no longer needed. Requirements and notes You must be an Admin user to manage company phone numbers. Each Team Membe...
2 min reading timeSet Up Your Connected Devices
The Devices tab in your Profile Settings lets you configure your outbound caller ID, adjust how long your desk phones ring before timeout, enable WebRTC calling, and review any desk phones assigned to your extension. Access your device settings Follow the steps below: Open your Profile Settings. Click your profile icon in the top right corner. Click...
1 min reading timeSurvey Polls in Huddle Video Conference
Huddle polls allow meeting Hosts and Moderators to collect quick feedback from participants during a live video conference. Polling is useful for gathering opinions, confirming decisions, or keeping participants engaged without interrupting the meeting flow. Before You Begin Before creating or launching a poll, review the following: You can create p...
2 min reading timeListen to Voicemails on Yealink
You can access your voicemail inbox directly from your Yealink desk phone using the voicemail button or by dialling *98. Voicemail-to-email alternative We recommend sending your voicemail messages to a designated email address, featuring a voice-to-text transcription and audio file of the message in case you want to listen. Learn how to send Voicem...
0 min reading timeObtain the MAC Address and Serial Number on a Yealink T3/T4/T5 Phone
You may need your device’s MAC address and serial number (Machine ID) when transferring services or registering your phone in the Sync Platform. Requirements and notes For desk phones, ensure the device is powered on and securely connected to both a power source and an Ethernet port before proceeding. For cordless phones, ensure the base station is ...
1 min reading timeView your Current Balance and Track your Transaction History
You can view your current balance, review billing activity, and download invoice records from the Account Dashboard in the net2phone Canada Billing Portal. Download your Call Data Records (CDRs) from the Billing Portal Call Data Records (CDRs) are available from the Transaction Details page for each invoice. For historical invoices, retroactive up t...
2 min reading timeManage Your Company Directory
The Company Directory allows administrators to control how external callers locate team members using the dial-by-name directory. From this page, you can manage the directory greeting and choose whether callers search by first or last name. Before You Begin Each user is responsible for their own directory options—this article only relates to Admin c...
1 min reading timeEnable/Disable Do Not Disturb (DND) on Yealink
Enable Do Not Disturb (DND) to automatically reject incoming calls and send them directly to voicemail. Supported models The steps in this article apply to the following Yealink desk phone models: Yealink T33G Yealink T43U Yealink T46U Enable or disable DND To enable or disable DND, press the DND soft key on your phone. When DND is enabled, the ph...
0 min reading timeSync Settings Portal Dashboard Overview
The Sync Settings Portal dashboard provides administrators with a central location to manage team members, phone numbers, departments, call routing, devices, and schedules. From this dashboard, administrators can quickly access and manage the core components of their company’s phone system. Understand the Dashboard layout The Dashboard is organized ...
2 min reading timeManage Three-Way Conference Calls on Yealink Desk Phones
You can create a 3-way conference call directly from your desk phone while on an active call. Start a Conference Call Follow the steps below to add a second participant to your active call. Call the first party. After the first party answers, press the Conf soft key. This places the first party on hold. Dial the second party’s extension or 10-digit...
0 min reading timeVoicemail Inbox Overview
Your voicemail inbox stores messages left by callers when you miss a call. From your Profile Settings, you can enable or disable voicemail, customize your greeting, and update your voicemail password. Access Your Voicemail Inbox Settings From the desktop or browser app, follow the steps below: Open your Profile Settings: Click your profile icon in t...
2 min reading timeMessages and Interactions in the Mobile App
The Interactions tab displays your recent communication activity in the net2phone Canada Sync mobile app. Conversations are grouped by contact or phone number so you can review message history, continue existing conversations, and start new messages. Access mobile messages The Interactions tab displays your recent conversations and communication a...
1 min reading timeUse the Local Directory on Yealink T43U and T46U Desk Phones
The local directory lets you store and update frequently used contacts directly on your desk phone. View the local directory To access your saved contacts: Press the Directory soft key. Select Local Directory. Your saved contacts and contact groups will appear on the screen. Create a new contact To add a new contact to the local directory: Press the...
0 min reading timeManage Voicemail-to-Email Settings
Administrators can manage Voicemail-to-Email settings for the entire organization, to control whether voicemail notifications are emailed to team members or departments, and what information is included in those emails. Requirements and notes Voicemail-to-email helps ensure important messages are not missed by delivering voicemail notifications dire...
1 min reading timeSet up PingIdentity SSO (SAML) for net2phone Sync
Configure PingIdentity as a SAML-based Single Sign-On (SSO) provider for net2phone Sync to enable secure, centralized user authentication. Once complete, users can log in using their PingID credentials. Requirements and notes Before you begin, ensure your organization has administrative access to both PingIdentity and the net2phone Sync Settings por...
2 min reading timenet2phone API Settings
API Setup allows you to connect external applications to net2phone services. From the browser or desktop app, Admin users can manage API keys, configure webhooks, and enable click-to-call for integrated browser calling. Want to implement net2phone API? Detailed implementation guidance is available in the net2phone Developer Documentation knowledge ...
3 min reading timeChange your Listed Department (Admin)
Your department is used across your company’s net2phone system to help organize users, support call flows, and improve directory visibility. You can update your listed department at any time from your Profile Settings. Only Sync Admins can update Departments If you need to change your Sync Department, please contact your company Administrator. Examp...
0 min reading timeUpdate the Device Configuration on Yealink
Updating the device configuration allows your Yealink phone to retrieve the latest settings from the Sync Platform. Yealink T3/T4/T5 desk phones You can update the device configuration using one of the following methods. Option 1: From the device menu Use this method if you have access to the phone screen and menus. Press the Menu button. Navigate ...
0 min reading timeConfigure Mobile App Notifications
Enabling notifications ensures you receive alerts for important events so you can respond quickly while working from your mobile device. Enable Notification Permissions on your Device To receive notifications from the mobile app, you must allow notification permissions on your device when you first log in or when prompted by the app. During login, t...
1 min reading timeProfile Settings: Overview
Your Profile Settings provide access to your personal information, call-handling preferences, connected devices, voicemail options, and more personal configurations. Profile Settings are available in the web, desktop, and mobile apps. Access your Profile Settings Access your profile settings Your Profile Settings provides access to several personal...
2 min reading timeSet Up Automatic Payments in the Billing Portal
Enable Auto Pay to automatically pay your invoices using a saved payment method. You must be a net2phone Billing Portal user to enable Auto Pay for your account. Make a one-time payment For complete instructions on submitting a one-time payment, refer to Make a One-Time Payment in the Billing Portal. Enable Auto Pay from the Account Dashboard You ...
1 min reading timeMake Your First Call with Sync
net2phone Sync lets you place and receive business calls using your assigned number across desktop, mobile, and supported devices—so your calling experience stays consistent wherever you work. Multiple options to connect with Sync Sync supports multiple calling methods to accommodate different work environments and user preferences. Use webcalling...
1 min reading timeHow to Manage Users in the Billing Portal
Billing Portal users can access invoices, transaction history, and billing notifications. All Billing Portal users have the same permissions. ⚠️ Deleting a Billing Portal user cannot be undone For security, deleting a Billing Portal user cannot be reversed without assistance from net2phone Canada. If you attempt to recreate the same user, you'll se...
1 min reading timeCreate Personal 24/7 Call Forwarding Schedules
Call Forwarding allows you to redirect incoming calls to another phone number when you are away from your desk, unavailable, or want calls to ring on a different device. Use Personal 24/7 Call Forwarding when you want your selected forwarding rule to remain active every day, all day. Using the Sync mobile app? This article uses examples from the net...
6 min reading timeManage Welcome Menus
Welcome Menus let administrators manage organization-wide call routing by playing a greeting and directing callers based on key selections. What are Welcome Menus? Welcome Menus (also called auto attendants or digital receptionists) are recorded voice menus that provide callers with routing options. With Interactive Voice Response (IVR) technology,...
4 min reading timeYealink CP965 Conference Overview
The Yealink CP965 is a touch-based HD IP conference phone designed for small to medium-sized meeting rooms. Built on Android, this conference phone features an intuitive touchscreen interface and advanced microphone technology for hybrid and in-room collaboration. Yealink CP965 key features Display: 5" colour touchscreen (720 × 1280 resolution). Mic...
0 min reading timeContacts in the Mobile App
Use the Contacts tab in the mobile app to find coworkers, view contact details, and quickly call or message people from your company directory or your device contacts. Open the Contacts tab From the mobile app navigation bar, tap the Contacts icon to view your contact directory. The Contacts tab allows you to: Search for contacts View company extens...
2 min reading timeView Your Ring Group and Call Recording Status
The Call Options subtab allows you to view the status of your ring group and call recordings for your extension. Access Your Call Options Follow the steps below: Open your Profile Settings. Click your profile icon in the top right corner. Click your name under Profile Settings. Click the Call Options subtab on the left side. Note: Only company admin...
0 min reading timePower Light Indicators on Yealink Desk Phones
Yealink desk phones use LED light indicators to display call status, voicemail notifications, and device activity. Supported models The light patterns below apply to Yealink T33, T43U, and T46U desk phones. Yealink LED light meanings LED color and pattern Meaning Solid red The phone is starting up. Fast flashing red (0.3s) An incoming call is ring...
0 min reading timeActive Call Controls on the Mobile App
While on a call, the mobile app provides several in-call controls that allow you to manage the conversation, add participants, or adjust your audio settings. Choose the right call action The mobile app provides several ways to manage active calls. Use the table below to choose the correct action. If you want to... Use this feature Temporarily silenc...
2 min reading timeTransfer Calls on a Yealink Desk Phone
This article explains the types of call transfers you can perform directly from your Yealink phone. Supported models This article applies to the following Yealink desk phone models: Yealink T33G Yealink T43U Yealink T46U Blind vs. consultative call transfers There are two types of call transfers you can perform: blind and consultative. Blind tran...
0 min reading timeUpload a Custom Contact List
Ideal for managing a large number of customers or vendors, you can upload multiple external contacts at once by importing a .csv file into your net2phone contact list. Contact CSV upload requirements Before uploading your contact list, make sure your CSV meets the following requirements: The file must be saved as .csv (comma-separated values). Your...
2 min reading timeManage Team Members
Team Members are user accounts within your Sync organization. Each Team Member represents an individual user with a unique extension and access to assigned business communication tools. Profile Settings for personal configurations Some settings can also be managed by the Team Member from their own Profile Settings. Administrator changes may override...
3 min reading timeAdmin Settings vs Company Settings in the Sync Settings Portal
Understand where to manage system-level controls versus company-wide configuration. What’s the difference between Admin Settings and Company Settings? In Sync, administrative controls are divided into two areas to separate system-level access from company configuration. Company Settings control how your organization operates, including team members,...
1 min reading timeVerify Your Profile Information and Update your Time Zone
Your Profile Settings host key configuration options, which allow you to manage your personal information in the net2phone system, including your name, login email, and time zone. Verify your Personal Information Keeping your user information accurate ensures your business communications operate effectively and helps callers find you in the Compan...
1 min reading timeAccess your Profile Settings
Your Profile Settings provides access to several personal configurations and call routing options. To access your personal settings from the browser app: Click your initials or avatar in the top right corner. Click your name. Success: The Profile Settings pop-up menu will open. From here, you can access and update key personal configurations. ...
0 min reading timeSync Mobile App Overview
The net2phone Canada Sync mobile app helps you stay connected when you are away from your desk. You can use it to place and receive calls, check voicemail, send messages, view recent interactions, manage contacts, join meetings, and access personal settings from your mobile device. Sync Mobile's key features Depending on your permissions and servic...
1 min reading timeCompany Directory Options
You can upload a recording of your own name in the Company Directory section of your Profile Settings. The recording plays when callers use the dial-by-name menu to reach you. When enabled, you have two available Company Directory options: System-generated name prompt (text-to-speech), or, Upload custom name prompt. Enable or Disable your Extensio...
1 min reading timeManage your Company's On-Hold Music
Administrators can manage the music options (on-hold music) for the entire organization, setting controls for the default audio that callers hear when they are placed on hold, including during transfers or queue waits. Before You Begin Music on hold is often a caller’s first extended interaction with your business. Choosing the right audio helps set...
0 min reading timeInstant Message and SMS Interactions in Sync
The Interactions tab in the Sync app is your central workspace for business messaging. From this tab, users can view and manage External SMS conversations, send Direct messages to coworkers, and participate in Channels for group communication. The Interactions tab supports day-to-day messaging workflows in one place, making it easier to stay connect...
2 min reading timeReboot a Yealink Desk Phone
Learn how to reboot Yealink T3, T4, and T5 desk phones, as well as Yealink cordless (DECT) devices. Rebooting your device may be required after making configuration changes in the Sync Platform. Reboot Yealink T3/T4/T5 Several portal configurations require you to reboot your device before changes take effect. You can reboot your Yealink desk phone u...
1 min reading timeEdit your Company's Time Zone
In Canada, Company Profile address fields are read-only to support local telephony requirements, including N11 services (such as 911). Administrators can still review the saved address and can update the company time zone from the Company Profile page. Requirements and notes Before making changes to your Company Profile, review the following require...
1 min reading timeCreate Custom Call Forwarding Schedules
Custom call forwarding lets you forward calls only during specific days and times. Use this option when you want calls to follow a schedule instead of using Personal 24/7 Call Forwarding. Using the Sync mobile app? This article uses examples from the net2phone browser app in Google Chrome. To learn how to manage call forwarding from the mobile app, ...
6 min reading timeUnderstand Sync Inboxes
An Inbox is a shared messaging workspace where multiple Team Members can view and respond to messages sent to a common business phone number. Inboxes are commonly used for team-based messaging—such as Sales, Support, or general inquiries—where conversations should remain visible to multiple people. With access to an Inbox, users can: View Open and ...
1 min reading timeManage Company Departments
Departments allow Admins to group multiple users under a shared extension. Calls placed to a Department extension ring assigned team members and can route to a shared voicemail inbox, without affecting each user’s personal extension or call settings. What are Departments? Departments are distinct from Ring Groups and individual call forwarding rul...
3 min reading timeAssign a Desk Phone to Your Extension (Admin)
You can assign a desk phone to your extension from your Profile settings. Once assigned, the desk phone will ring for incoming calls and can be used to place outbound calls using your extension. Requirements and notes Before you start, confirm you have the device information needed to complete the assignment. Your desk phone model (for example, Yeal...
1 min reading timePrepare for a Huddle in Sync (Pre-Join Settings)
Before you join a Huddle in Sync, you can review and adjust your device, audio, and meeting preferences from the pre-join lobby. Pre-lobby settings help ensure your camera, microphone, speaker, and meeting settings are ready before the conference begins. Requirements and notes Review the following information before joining a Huddle from Sync: Avail...
2 min reading timeAnalytics Overview (Admin)
The Analytics page provides a high-level snapshot of call activity across your organization. It helps administrators monitor inbound and outbound call volume, response behaviour, and performance across team members, departments, ring groups, and welcome menus. Access Analytics in the Settings portal You must have an Admin login to access data from ...
1 min reading timeDownload the net2phone Mobile App
The mobile app is designed as a fully functioning, intuitive communication platform. Download the net2phone app The net2phone mobile app requires access to certain iPhone permissions in order to make and receive calls, send messages, and access contacts. Download the iOS app from the Apple App Store. Download the Android app from the Google Play S...
0 min reading timeUnderstand Your Personal Extension Number
Your extension is usually a 3-digit number assigned when your account is created. Along with your email address (login username), your extension serves as a unique identifier in the net2phone backend. Your extension number is used for: Internal dialing (how colleagues reach you) Dial-by-name directory lookup Call routing based on company configurati...
0 min reading timeConnect a Yealink Bluetooth Adapter (BT41)
Go wireless using the Yealink BT41 Bluetooth USB adapter to connect supported Yealink desk phones to Bluetooth headsets and other compatible devices. Supported models The BT41 adapter is compatible with the following Yealink desk phone models: Yealink T43U Yealink T46U Connect to Bluetooth using the BT41 adapter To connect the Bluetooth BT41 adpat...
0 min reading timeSet Up Google as a Single Sign-On (SAML) Provider
Single Sign-On (SSO) allows team members to sign in to Sync using their corporate credentials instead of a separate username and password. Requirements and notes Once configured, team members will sign in using their Google Workspace credentials. You must be a Google Workspace administrator. SSO must be configured by a net2phone administrator. SSO i...
1 min reading timeMake a One-Time Payment in the Billing Portal
You can pay your invoice directly through the net2phone Canada Billing Portal . Invoice History Payments are automatically applied to your oldest unpaid invoice. Learn how to track your payments and invoices in Find your Current Balance and Track your Transaction History . How to Access the Payment Page Follow these steps to open the payment page an...
1 min reading timeSet Up a Yealink Desk Phone
Yealink desk phones are pre-provisioned by net2phone Canada before shipment. Once connected to the network, the phone will automatically retrieve its configuration. Supported models The steps in this article apply to the following Yealink desk phone models: Yealink T33G Yealink T43U Yealink T46U Connect your Yealink phone Yealink SIP desk phones i...
0 min reading timeActive Call Controls on Sync Desktop and Browser Apps
Manage live business calls in the Sync desktop or browser app using built-in call controls for routing, audio, and participant handling. This article explains how to make and answer calls, and how to use the available controls during an active conversation. Make a call (outbound call) You can place a call in the Sync desktop or browser app using the...
2 min reading timeView your Call History and Call Details on the Mobile App
The Calls section of the mobile app displays your recent calls, including inbound, outbound, and missed calls. From this screen, you can review call activity, open contact details, or return a call. View your call history The Call History screen displays a list of your recent calls, making it easy to identify missed calls or review previous conversa...
1 min reading timeYealink Cordless Overview
The Yealink W60P and W76P are cordless DECT IP phone systems designed for business mobility. These systems support multiple wireless handsets per base station, making them ideal for offices, warehouses, and remote-friendly environments. Supported firmware versions Yealink DECT base stations require supported firmware versions for Sync compatibility....
1 min reading timeDiagnostics App: Test Your Device, Network, and Call Quality
The Diagnostics App helps identify common device, browser, and network issues that can affect audio, video, and call quality. It runs a guided series of checks and provides results you can review yourself or share with your administrator or a net2phone Support agent to speed up troubleshooting. When to use the Diagnostic App Run the diagnostics app...
3 min reading timeListen to Voicemails in the Mobile app
In the mobile app, you can listen to voicemail messages, call the sender back, download or share voicemail recordings, and access additional options. By following these steps, you can effectively manage your business voicemails using the net2phone mobile app. Access your voicemails on the mobile app Access your voicemail inbox on the Sync mobile app...
0 min reading timeUse In-Meeting Huddle Controls in the Mobile App
Use Huddle meeting controls in the mobile app to manage your audio and video settings, view meeting details and participants, access chat and polls, share your screen, and use additional meeting tools during an active meeting. Join a Huddle meeting When you join a Huddle meeting from the mobile app, you may first see a pre-join screen where you can ...
1 min reading timeUpload a Personal Avatar to your Profile
A personal avatar helps colleagues quickly identify you during calls and in internal messaging. Before you Begin Your file upload must adhere to the following prerequisites: You must have a profile picture file saved on your computer. Uploads must be made from a computer in a png, jpg, or jpeg file format. The image should be a square ratio for t...
0 min reading timeRing Groups, Departments, and Call Queues: What’s the Difference?
net2phone includes three features that help route calls and organize users: Ring Groups, Departments, and Call Queues. While they may sound similar, they serve different purposes. Feature What It Does Who Gets Calls Best For Ring Groups Rings multiple users at once (or in a simple order) All members of the group Shared team lines Departments Organiz...
1 min reading timeInternal and External Sync Contacts
Manage your business contacts through the net2phone Canada Sync Platform. Internal contacts appear automatically as Team Members. When you add an external contact, their name replaces the phone number wherever possible across the app, including Activity, Calls, Messages, Shared Inboxes, Interactions, and call popups. View and filter your contact lis...
2 min reading timeManage your Company's Call History
Administrators can view and manage all inbound and outbound call activity across the organization from the Calls section of the net2phone Settings portal. This includes company-wide call logs, voicemails, and call recordings (if recording is enabled). Before you Begin All users can access the Calls section of the Settings portal, but only Admin use...
1 min reading timeOptimize your VoIP Call Quality
Voice Over Internet Protocol (VoIP) call quality depends on your network, device, and environment; audio packets are handled in real time, so even small disruptions can affect audio quality. Most call quality issues are caused by unstable internet connections, wireless interference, or device-related audio problems. Use the following recommendations...
2 min reading timeGetting Started with the net2phone Browser App
The browser app is your central workspace for business calls, messages, contacts, Huddle video meetings, and account settings. A clean three-pane communication layout. Built-in dialer and video meeting controls. AI tools (availability depends on your plan). A unified activity feed for calls, messages, and voicemails. Understand the Desktop and Brows...
2 min reading timeTroubleshoot with net2phone's Diagnostic App
The net2phone Diagnostic App is used to assess the performance and compatibility of your device's audio input and network capabilities for real-time communication applications, such as Huddle video conferencing and other VoIP services. If you are troubleshooting an issue with our Technical Support Team, they may have directed you to the Diagnostic a...
2 min reading timeConnect to Meetings with the Mobile App
The Meetings tab in the mobile app allows you to start or join Huddle video meetings from one place. From this screen, you can launch a new meeting, join an existing meeting using a meeting ID, access recordings, and view scheduled meetings in the calendar. Need help during an active Huddle? For help with participants, chat, reactions, screen sharin...
1 min reading timeHuddle Keyboard Shortcuts
To enhance ease of use, Huddle has several helpful keyboard shortcuts. Huddle Action Keyboard shortcut Hide or show video thumbnails f Mute or unmute yourself m Stop and start your camera v Manage Video Quality a Open or Close the chat c Switch between camera and screensharing d Raise or lower your hand r View or exit full screen s Toggle tile v...
0 min reading timeYealink T4 Series Desk Phone Overview
The Yealink T4 series includes professional business IP desk phones designed for users handling moderate to high call volumes. These devices offer HD audio, programmable line keys, and flexible wired and wireless connectivity options. Supported Models & Firmware The following Yealink T4 series models are supported: T48U T48G T46U T43U T42U — Req...
1 min reading timeUpload Personalized Hold Music
Hold music is the audio callers hear when you place them on hold. You can keep the system’s default music or upload a custom audio file. Personalized hold music helps callers recognize your brand and adds a more tailored experience. Supported Upload Requirements Your file must meet the following requirements: Formats: .mp3, .m4a, .wav Maximum file s...
1 min reading timeUnderstand Ring Groups
Ring Groups allow teams to share responsibility for answering calls. What is a Ring Group? A Ring Group is a collection of Team Members linked to the same phone number or extension. When someone calls a Ring Group’s phone number or extension, the net2phone system distributes the call to group members based on rules set by an administrator. When a...
1 min reading timeUse Sync Two-Factor Authentication (2FA)
Two-Factor Authentication (2FA) adds a second layer of security to your net2phone account. In addition to your password, you must verify your identity using a secure authentication method, such as an authenticator app, SMS code, or email code. Once 2FA is enabled, you may be prompted to verify your identity when signing in to your account. Why imple...
2 min reading timeAdd New Team Members to Sync
Add a Team Member to your organization to give a user access to the Sync platform, including calling, messaging, and assigned administrative tools. Requirements and notes Review the following notes before adding a new Team Member. Each Team Member must have a unique email address. Extension numbers must be unique within your organization. Role and p...
1 min reading time