Note: The sections in your Zoho Voice dial pad will be displayed based on your configured settings or the access level set by your organization's admin.

Viewing Contacts

All of your contacts can be viewed in the Contacts section of the Zoho Voice dial pad. You can hover over the contact to:

• Add the contact to your favorites list

• Send SMS

• Make a call
  

Creating Contacts 

To create contacts:

1. Go to the Contacts section in the bottom-left corner.

2. Click the Plus icon.

3. In the form that appears, fill in the required details.

4. Select the contact type from the drop-down menu.

5. Check the box to mark the contact as favorite.

6. Click Save.
   

Communicating Over SMS  

The Zoho Voice dial pad in Trident also allows you to communicate via SMS. You can send messages using your registered sender ID and receive SMS from clients.

Viewing SMS List 

All of your SMS can be viewed in the SMS section of the Zoho Voice dial pad. From here, you can hover over the SMS to block the number.

Sending an SMS 

To send an SMS:  

1. Go to the SMS section at the bottom of the window.

2. Select the Sender ID you want to use.

3. Choose the contact you want to message.

4. Type your message in the text box and click Send.

To send an SMS to a new contact:  

1. Go to the SMS section at the bottom of the window.

2. Click the Chat icon in the bottom-right corner of the window.

3. Select the Sender ID from the drop-down menu.

4. Enter the recipient’s phone number.

5. Type your message in the text box and click Send.

Scheduling an SMS 

To schedule an SMS:

1. Click the contact you want to send an SMS to.

2. Type your message.

3. Click the Schedule Later icon in the bottom-right corner.

4. Select the desired date, time, and time zone to schedule the message.

Using SMS Window Options  

In the SMS window, you have access to the following options:

• Initiate a call with the contact

• Add a new number to your contacts if it is not already saved

• Search for a conversation using the search bar

• Attach files using the attachment option

• Schedule SMS for later
  

Viewing Scheduled Messages 

You can view all your scheduled messages in the Scheduled SMS tab of the Zoho Voice dial pad. Use the search bar to find a specific SMS, or click the Chat icon to schedule a new message.

Viewing Call Logs 

You can view all your call logs and voicemails in the Logs section of the Zoho Voice dial pad. In the Call Logs tab, you can:

• See the time each call was placed or received

• Add the number to your contacts

• View the duration of the call

• View more options, including calling back, sending an SMS, or copying the contact's phone number

• View call details to get comprehensive call details, including notes, call descriptions, and additional options

Viewing and Playing Voicemails 

You can view all your voicemails in the Voicemail tab under the Logs section. While listening to individual voicemails is not yet supported, however, you can play all recent voicemails at once by clicking the Voicemail  icon in the top-right corner of the Zoho Voice window. They will start playing automatically.

Viewing Notifications 

The notification center in the Zoho Voice dial pad keeps you informed about new SMS, missed calls, announcements, low credits, and more.

To view the Zoho Voice notifications:

1. Click the Bell icon.

2. In the notification panel, use the drop-down menu to filter notifications by read, unread, missed calls, credits, and more.

From the notification panel, you can:  

• Mark all notifications as read

• Clear all notifications

• Mark individual notifications as read or clear them