Who can access this feature?
All Full users
Note: Depending on your firm's or broker-dealer's policies, you may not have all of these options available at this time.
There are a few different ways to capture phone calls using Jump. Some users prefer to integrate Jump with popular VoIP services like RingCentral, while some like to use Jump's Join My Call feature to send the notetaker directly to their phone call and merge it in.
Jump doesn't natively integrate with Zoom Phone at this time, but if you're a Zoom Phone user, you can use Join My Call to capture a phone meeting that's occurring using the Zoom Phone feature in Zoom's mobile, desktop, or web app.
How to capture a Zoom Phone call with Jump
Open your Zoom app or navigate to Zoom's web app home page.
Find your Zoom Phone number, labeled as "Caller ID" below the dial pad.
Web app: Web app > Phone > Dial pad icon
Desktop app: Phone tab > Dial pad icon in the middle
Mobile app: Phone tab > Dial pad icon in the top left (see image below)
Return to Jump
For a call that has already begun, send the Jump notetaker to join it by clicking the green + New meeting button > Join my call
Enter your Zoom Phone number into the pop-up window that appears, then press the green call button
You'll then see the call incoming in whichever Zoom app you're using. If you already have a live call and you want to merge the call in, you'll first need to select "Hold & accept".
Then, click the little Merge icon (indicated by the two arrows merged into one) and select "Add to the current call." When this is successful, you'll see the title of the call change to "Conference Call."
If you had Jump call your Zoom Phone before the call had begun, just tap "Add Call" from the Zoom Phone screen and add in your client's phone number, then merge using the steps outlined above.
Still need help capturing a Zoom Phone call with Jump? Contact [email protected] for assistance.