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Welcome to the Customer Success Forum!

Welcome to the Customer Success Forum! This is a collaborative place for Zoom users to share customer success stories, learn about upcoming events, and exchange use cases for helpful ways to use Zoom features.

Recent Activity

Zoom: Customizing Line Keys and Position Settings

At Zoom, we offer the capability to customize your line keys and position settings with ease. If you possess a desk phone that supports multiple lines, you can personalize the line keys displayed on the device, which is particularly beneficial if you... Show more

At Zoom, we offer the capability to customize your line keys and position settings with ease. 

 

If you possess a desk phone that supports multiple lines, you can personalize the line keys displayed on the device, which is particularly beneficial if you manage multiple or shared lines. For line keys linked to your direct numbers, you have the option to modify the order, outbound caller ID, and alias. For line keys associated with shared lines, you can adjust the order or alias.

 

Once you have completed customizing your line keys in the Zoom web portal, your desk phone will automatically reboot to implement the changes, provided it supports multiple line keys. Additionally, you can customize your line keys and positions by importing a CSV file.

 

Below, I have outlined the steps for accessing the line key settings both as an Admin and as a User.

 

If you are a Zoom Phone admin, you can access line key settings for phone users' desk phones or common area phones.

  1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
  2. In the navigation menu, click Phone System Management then Users & Rooms.
  3. Click the Users or Common Area Phones tab.
  4. Click the name of the phone user or common area phone.
  5. Click the User Settings or Settings tab.
  6. In the Keys & Positions section, click View or Edit.
  7. Click Manage Keys.

As a phone user, you can access line key settings for your own desk phones.

  1. Sign in to the Zoom web portal.
  2. Click Phone.
  3. Click the Settings tab.
  4. In the Keys & Positions section, click View or Edit.
  5. Click Manage Keys.

 

You may be curious about the prerequisites for utilizing Zoom Phone Certified Hardware, check the below list for additional information.

  • Desk phones must support TLSv1.2 to work with Zoom Phone.
  • You must have the latest firmware version listed below for your device to work properly. Click the firmware version in the tables below to download it. Starting October 2021, the Firmware supported column states the release date of the firmware.
  • To see firewall rules for zero-touch provisioning, refer to the firewall rules for Zoom Phone.

At Zoom, we provide a versatile platform that enables seamless integration with your existing physical phone systems.

 


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Zoom and Microsoft Teams: A Powerful Partnership for Modern Workflows

At Zoom, we understand the value of integrating seamlessly with Microsoft’s tools to offer a unified, collaborative experience. Through the Zoom Workplace bundle, we provide powerful features that enhance productivity, streamline workflows, and incre... Show more

At Zoom, we understand the value of integrating seamlessly with Microsoft’s tools to offer a unified, collaborative experience. Through the Zoom Workplace bundle, we provide powerful features that enhance productivity, streamline workflows, and increase employee engagement across Microsoft platforms. Our AI-driven platform also combines communication, employee engagement, and productivity into a single solution, elevating your collaboration capabilities and enhancing user workflows both within and beyond the Microsoft ecosystem.

 

Key Zoom-Microsoft Integrations:

 

  1. Zoom for Teams and Outlook
    With the Zoom app in Microsoft Teams, users can initiate Zoom calls, check voicemails, use SMS, record calls and even create Zoom meetings directly within Teams. Integration with Microsoft Exchange and Outlook further streamlines workflows, allowing users to manage email, calendars and meetings without switching applications. Leveraging our AI Companion, users can now use Smart Compose to draft emails directly in the Zoom client.
  2. Unified Document Collaboration
    Users can share and co-author Office 365 documents directly within Zoom meetings, empowering real-time collaboration on Word, Excel, and PowerPoint. By assigning live editing rights to all meeting participants, teams can seamlessly brainstorm and edit documents, creating a faster and more productive workflow. No more sending files back and forth, just join a Zoom Meeting and everyone can co-author at the same time.
  3. Whiteboard and Document Management
    Zoom Whiteboards integrate effortlessly with Teams, making it easy to share brainstorming sessions. With the new Zoom Docs, ongoing project documentation is consolidated into a single source of truth, accessible from Zoom, Teams, or Outlook.
  4. Workvivo for Engagement
    Integrating seamlessly with Microsoft's productivity suite, Workvivo creates a unified space where communication, collaboration, and engagement are all connected. With this, users can easily start Teams chats from their Workvivo profiles and return to Teams with a quick click in the app bar, live Teams-hosted streams can be accessed directly within Workvivo and do cross-platform posting to reach employees wherever they are. With SharePoint integration, Workvivo enables quick searches across folders for documents, presentations and files, making retrieval fast and efficient.
  5. Zoom Rooms and Workspace Reservations
    Zoom Rooms work smoothly with Microsoft Teams, letting users schedule, join and manage meetings from either platform. Workspace Reservations allow users to book desks and rooms via Outlook and get check-in reminders through Teams, bridging remote and in-office experiences for hybrid work. 

 

Through these integrations, Zoom offers an all-in-one collaboration platform, blending Zoom’s user-friendly interface with the essential tools of Microsoft. Our approach is simple: whether users prefer Zoom or Microsoft, they can work within one consistent framework, maximizing productivity and engagement.

 

We’re just getting started so watch out for even more innovations that make Zoom and Microsoft the perfect pairing for hybrid work.

 


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Zoom Recording Glitch and Technical Support

Zoom recording settings are failing over and over again - with the most serious occurring yesterday. A one hour session recorded with a senior US government official for distribution and an announcement is "corrupted" and cannot be located. We have e... Show more

Zoom recording settings are failing over and over again - with the most serious occurring yesterday. A one hour session recorded with a senior US government official for distribution and an announcement is "corrupted" and cannot be located. We have evidence it was recorded by not just observing the prompt and hearing it for the start and finish of the recording, but with the addition of the linked app - READ AI - showing a recording and a transcript accordingly. However READ AI is not allowing us to access our own information without paying an additional fee. 

 

In turn, Zoom Technical Assistance has sent us 6 different emails with 3 different tickets, from 5 different Zoom employees - and the latest being an email saying our ticket has been "closed". 

 

With apologies for this bold statement but what the F is going on with Zoom and its engineering-technical situation? We have been on 10 recorded work sessions over the past month - some on our account, some on others - and anywhere from 45-60 minutes into the sessions, Zoom recording just shuts itself off. 

 

Anyone in the community much less Zoom leadership care to address this urgently and appropriately? 


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Accidentally Clicked Educator Account

I was looking to sign in to Zoom, but clicked the educator account at the bottom out of curiosity. I am now unable to sign in without being prompted to enter educator settings. Is there any way to disable this so I can just have a regular Zoom accoun... Show more

I was looking to sign in to Zoom, but clicked the educator account at the bottom out of curiosity. I am now unable to sign in without being prompted to enter educator settings. Is there any way to disable this so I can just have a regular Zoom account again? I am currently using a different email to post this.


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Zoom Phone Admin training or recorded webinars

Hi, I was found a couple of Zoom Phone admin training links that lead me here, but they were well in the past. Are there Zoom Phone Admin training webinars scheduled in the future? Or, do recordings exist of past trainings that I could access?

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Obtener reporte de inscritos

Hola, su ayuda por fa, requiero obtener los datos de las personas que se inscribieron al curso. previamente diligenciaron el formulario de registro, pero no se donde lo obtengo (no es el de record de reunión, ese ya lo tengo)

Subtítulos y Subtítulos Traducidos: haciendo tus reuniones más comprensibles

¡Estamos de vuelta con nuestra serie acerca de las herramientas de Zoom! Los subtítulos son una función disponible en las Reuniones de Zoom que nos permiten ver una transcripción de la conversación, dándonos la opción de seguir la reunión con más fac... Show more

¡Estamos de vuelta con nuestra serie acerca de las herramientas de Zoom!

Los subtítulos son una función disponible en las Reuniones de Zoom que nos permiten ver una transcripción de la conversación, dándonos la opción de seguir la reunión con más facilidad. Además, con el paquete de subtítulos traducidos podemos traducir la conversación que estamos presenciando a un idioma que nos sea más fácil entender.


Para aprender más sobre Subtítulos y Subtítulos Traducidos, echémosle un vistazo al siguiente video:

 

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Espero que este post les haya resultado útil. No duden en dejar comentarios y participar en la Comunidad de Zoom.

¡Hasta la próxima!


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Elevate Your Zoom Experience: Explore Our New Digital Customer Success Hub

We’re thrilled to announce our Zoom Digital Customer Success Hub your go-to resource for a comprehensive array of training and engagement opportunities. This hub houses everything from open office hours and live training sessions to webinars and on-d... Show more

We’re thrilled to announce our Zoom Digital Customer Success Hub  your go-to resource for a comprehensive array of training and engagement opportunities. This hub houses everything from open office hours and live training sessions to webinars and on-demand content, all designed to enhance your experience with Zoom. Our goal is to empower you throughout your journey, ensuring you have the tools and knowledge to succeed.

In the Digital Customer Success Hub, you’ll discover best practices to maximize your use of Zoom’s features. We’re committed to fostering a supportive community where you can engage with our experts, learn from fellow users, and access resources tailored to your needs. This hub is more than just a collection of events; it's a community designed to drive your success and help you overcome any challenges you encounter.

 

🌟 Featured Events:


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Leveraging Zoom Clips for Effective Business Communication and Collaboration

Zoom Clips is one of the most effective features I am currently utilizing. This tool functions as a simple screen recording, and I primarily use it to provide process walkthroughs instead of sending detailed step-by-step instructions via email. Zoom ... Show more

Zoom Clips is one of the most effective features I am currently utilizing. This tool functions as a simple screen recording, and I primarily use it to provide process walkthroughs instead of sending detailed step-by-step instructions via email.

Zoom Clips can significantly enhance communication due to its convenience, accessibility, and clarity. Here are some ways in which Zoom Clips can be utilized effectively:

Use Cases:

  1. Remote Collaboration

    • Project Updates: Team members can share progress updates through clips, ensuring that everyone stays informed without the need for lengthy meetings.
    • Feedback and Review: Clips can be used to provide visual feedback on projects, allowing for clearer communication and better understanding.
  2. Customer Support

    • FAQs and Troubleshooting: Support teams can create clips demonstrating solutions to common issues, offering customers visual step-by-step guidance.
    • Product Demonstrations: Short clips showcasing product features or updates can help customers understand new functionalities more effectively.
  3. Educational Purposes

    • Lecture Summaries: Instructors can create short clips summarizing key points of a lecture or complex topics, aiding students in reviewing and reinforcing their learning.
    • Student Presentations: Students can submit short presentation clips for assignments, allowing for asynchronous review and feedback.

Benefits of Zoom Clips:

  • Time Efficiency: Clips are shorter and more focused than full-length recordings, saving time for both creators and viewers.
  • Accessibility: Clips can be accessed and reviewed at any time, offering flexibility for users in different time zones or with varying schedules.
  • Enhanced Engagement: Shorter content is often more engaging, helping to maintain viewer interest and improve information retention.
  • Ease of Sharing: Clips can be easily shared via email, messaging apps, or social media, broadening their reach and impact.

By leveraging Zoom Clips, organizations and individuals can enhance communication, improve learning and training processes, and streamline various aspects of remote work and collaboration.

I encourage you to share your Zoom Clips experience in the comments. Together, we can discover new ways to maximize the potential of this versatile tool.

Best regards!

 

ZOOM CLIPS PREVIEW!

 


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Expecting a VIP in the office? Try using Visitor Management

Zoom Rooms Visitor Management is a powerful tool designed to streamline your in-person meetings, improve security, and provide valuable insights. By automating the check-in process, managing visitor access, and generating detailed reports, this featu... Show more

Zoom Rooms Visitor Management is a powerful tool designed to streamline your in-person meetings, improve security, and provide valuable insights. By automating the check-in process, managing visitor access, and generating detailed reports, this feature can significantly enhance your organization's workflow.

 

How it Works:

  1. Set it Up: Customize your settings to fit your organization's needs.
  2. Check-In: Visitors easily sign in using a designated device.
  3. Get Notified: Receive instant alerts when visitors arrive.
  4. Manage Access: Grant or deny access based on your rules.
  5. See Reports: Track visitor activity for valuable data.

 

Benefits:

  • Enhanced Security: Keep your spaces safe and secure.
  • Save Time: Streamline the check-in process.
  • Impress Visitors: Create a positive first impression.
  • Gain Insights: Track visitor activity for valuable data.

 

Use Cases:

  • Corporate Offices: Manage visitor access to meeting rooms, conference spaces, and executive suites.
  • Educational Institutions: Streamline the check-in process for campus visitors, students, and faculty.
  • Healthcare Facilities: Ensure secure access to patient waiting areas and restricted areas.
  • Government Buildings: Manage visitor access to sensitive areas and generate reports for security and compliance purposes.
  • Event Venues: Streamline the registration and check-in process for attendees at conferences, trade shows, and other events.

Ready to level up your meetings? Try inviting guests with Visitor Management today!

 

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Remember: With Zoom Rooms Visitor Management, you're not just managing visitors; you're empowering your team to focus on what matters most: your meetings.


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