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Perform as someone’s delegate

You’ll see a notification if you are delegated the responsibility to answer and make calls on behalf of someone else. Incoming calls for that person will ring you. The incoming call alert specifies that the call is for the other person. Delegates are set up in the Call Forwarding options in the Lync - Options dialog box (see Transfer and forward calls). You can be set up as a delegate either by the Forward my calls to or Simultaneously ring options.

Note:  Call Forwarding options are available only if your organization is configured to support them.

Only delegates that your support team has enabled for unified communications (UC) can make and answer calls on behalf of someone else. Non UC-enabled delegates can only schedule online meetings on behalf of someone else (see Schedule an online meeting on behalf of someone else).

For information about adding or removing a delegate, see Work Smart: Make and answer calls.

What do you want to do?

Add or Remove a delegate

Redirect a call as a delegate

Answer a call on behalf of someone and then transfer

Make a call as a delegate

Add or Remove a delegate

You can assign one or more delegates to make or receive calls on your behalf. To add or remove a delegate, do the following:

  1. Open Microsoft Lync 2010, click the Options Lync Options Button button, and then click Call Forwarding. Or, click the down arrow beside the Phone icon at the bottom of the Lync window, and then click Call Forwarding Settings.

  2. In the Lync – Options dialog box, select either Forward my calls to or Simultaneously ring , and then choose My Delegates from the drop-down list in the selection that you chose.

  3. Click Edit my delegate members.

  4. In the Delegates dialog box, type the name of the person that you want to be your delegate, click Add, and then click OK.

To remove a delegate, again in the Delegates dialog box, check the box beside the listed delegate, click Remove, and then click OK.

Note:  Only the person who added you as a delegate can remove you. If you are someone’s delegate and you no longer want to be a delegate, contact the person who delegated you and ask to be removed.

Redirect a call as a delegate

As a delegate, you can redirect the call to a published mobile number, or redirect the call to voice mail. To redirect the call, click Redirect in the incoming call alert, and then click Voice Mail or the desired number.

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Answer a call on behalf of someone and then transfer

Do either of the following to answer a call for someone and then transfer the call:

  • Click the incoming call alert to answer the call, click the Transfer button, and then click the name or number of the person to whom you want to transfer the call.

  • Answer the call, and then transfer it to the work phone of the person who you answered the call for, by pressing CTRL + 1.

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Make a call as a delegate

To make a call on behalf of someone else, do the following:

  1. Open Microsoft Lync 2010, find the contact you want to call, and, in your Contacts list or search results, point to the contact, and then click the arrow next to the Call menu.

Note:  You can also do this in a contact card, unless you’re using Microsoft Outlook 2010 messaging and collaboration client. The delegate drop-down list does not appear in contact cards.

  1. In the drop-down list at the top of the menu that appears, click the person for whom you’re making the call.

  2. Click the number you want to call, or click New Number to enter a new number.

Note:  Lync 2010 communications software creates a group in the Contacts list named People I Manage Calls For, which contains the contacts who have made you their delegate.

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