ENTERPRISE SUBSCRIBER GUIDE

Transcription

1 ENTERPRISE SUBSCRIBER GUIDE

2

3 Enterprise Subscriber Guide 880 Montclair Road Suite 400 Birmingham, AL 353 www.

4 TABLE OF CONTENTS Table of Contents Introduction...6 Logging In...6 Navigation Bar, Sub-Menu and Page Layout...7 Account...8 Call Logs...8 Block a Caller...9 Messages...0 Forward a Voic ...0 Delete a Voic ... Profile... Change e9 Address... Change Password...4 Billing...5 Pay Your Bill...6 Manage a Recurring Credit Card Payment...7 Make a One-time Credit/Debit Card Payment...9 Setup a Recurring Bank Draft... Recent Activity...3 Change Current Billing Method...3 View and Download Statements...3 Settings...4 General...5 Anonymous Call Rejection...5 Call Block...6 Caller ID...8 Call Transfer...9 Call Waiting...30 Do Not Disturb...3 Hoteling Guest...3 Hoteling Host...33 Music On Hold...34 Outbound Caller ID Block...35 Priority Alert...36 Privacy...38 Selective Call Acceptance...39 Speed Dial...4 Time Schedule...43 Forwarding...46 Call Forwarding

5 TABLE OF CONTENTS Call Forwarding Selective...48 Call Notify...50 Find Me Simultaneous Ring...5 Find Me Sequential Ring...54 Push To Talk...56 Messaging...57 Voic Voic Greetings...59 Distribution List...60 Reset Voic PIN...6 Mobility...6 Anywhere...6 Group...66 Group Feature Settings...66 Account / Authorization Codes...67 Account/Authorization Codes Administration...69 Account/Authorization Codes Reports...70 Advanced Hunting (Hunt Groups)...7 Auto Attendant...73 Call Park...79 Call Pickup...8 Instant Conference...83 Music On Hold...84 Series Completion...85 Time Schedule...87 Group Administration...90 Manage Lines...9 Manage Users...9 Delete a User...9 Edit a User...9 Contact Center...94 Support...95 Training...96 Manage Locations...97 Edit Location Name Search for a Location Appendix...99 Feature Access Codes...00 Feature Phone Instructions...0 5

6 GETTING STARTED Introduction Welcome to your subscriber portal. In this user guide you will learn how to edit your account information, manage your services, add, remove and change your features along with many other useful pieces of information. In addition to showing you how to edit various features and services, this guide will also provide detailed descriptions about each of the calling features your telephone service provides. Logging in To access the subscriber portal, you will need to open a web browser on your computer and type the following in the address bar: This will load a Login page similar to image. Image. Note: Admins: For login information, please contact customer support () or contact your project manager Users: For login information, contact your office administrator. Enter the login credentials in the spaces provided and click Login. 6

7 NAVIGATION BAR, SUB-MENU AND PAGE LAYOUT Navigation Bar, Sub-Menu and Page Layout When you login to the subscriber portal, you ll see a page similar to image. Image. The best way to move through the various screens is by using the navigation bar which is similar to image.. Within the navigation bar, tabs are used to group customer and product details. Below is a brief description of each tab. Account View or change account details. Settings Manage user level feature settings. Group Manage group level feature settings. Support Access support documents and applications. Image. Manage Locations Switch between telephone service locations. On the right of the menu bar is a dropdown list of all phone numbers associated to this particular account and location. Before making any changes, ensure you have the correct phone number displayed so any changes are applied to the intended phone number. Under each tab you will find a submenu bar similar to image.3. The header in bold is the submenu you are currently on and representative of the information the page displays. Image.3 7

8 ACCOUNT Account The account tab is the default tab in the portal. This tab allows you to view and manage your call logs, messages and customer profile. Call Logs To view all incoming and outgoing calls for the past three months, use image 3. and the following instructions. 3 4 Image 3. Select Call Logs on the Account submenu. View or change the number that corresponds for the information on this page. 3 Select the desired date ranges. 4 Click Export to download a.csv (comma separated value) file of the call log. 8

9 Block BLOCK a A Caller CALLER Block a Caller To block future calls from a specific number, use the following instructions and image Select Call Logs on the Account submenu. Check the desired number. 3 On the Select Action dropdown list, select Block Number. Image 4. Note: Selecting Block Number blocks the number without supplying a notification. Further management of call blocking is performed in the Call Blocking feature section. 9

10 Forward MESSAGES a Voic Messages To view a list of all new and saved messages, use image 5. and the following instructions. Click Messages on the Account submenu. 3 4 Image 5. Note: The messages displayed are solely the messages of the number selected in the Navigation Bar s phone number dropdown menu. Once the messages are loaded you can: Click the audio icon to play a message. 3 Click the save arrow to save a message. Forward a Voic To forward a voic , click the envelope (see 4 in image 5.). Select the enveloped will load a pop-up window similar to image 6.. Image 6. Enter the address and select Send to have the voic sent to the entered . 0

11 Delete DELETE a A Voic VOIC Delete a Voic To delete voic , use image 7. and the following instructions. Image 5. Check the box adjacent to the corresponding voic On the Select Action dropdown list, select Delete. Note: Deleting a message from the screen does not delete the message from your voic box.

12 Change PROFILE e9 Address Profile To view profile information for the phone number selected in the navigation bar, use image 8. and the following instructions. Click Profile on the Account submenu. Image 8. On this page you can change the e9 address and the account s password. Change e9 Address To view and manage your E9 address details, select See 9 Address List (see in image 8.) and a page similar to image 9. will load. If you need to temporary change an e9 address, use the following instructions. Image 9. Note: Changing your E9 address using the following instructions is only meant for temporary use. If you require a permanent change be made. Please contact Customer Care to make any permanent changes. Click Edit to change the E9 address associated to the account. Continued on the following page.

13 Change CHANGE e9 E9 Address ADDRESS Clicking Edit will load a page similar to image 9.. Image 9. Note: Before making any changes, review the E9 information to understand the importance of E9. Review this information by selecting the PLEASE READ End user E9 Service Address Update Information. Make any address changes or select Reset to Primary Address to have the primary address become the E9 address. Click Save to submit changes and be returned to the Profile page. Any changes can take up to 0 minutes to complete the address validation. During this time, various pages will show the E9 status as Pending. When validation is complete, the status will change from Pending to Active. 3

14 Change CHANGE Password PASSWORD Change Password To change your password, click on the Account tab and the Profile submenu. This will load a page similar to image 0.. Use this image and the following instructions to change your password Image 0. Enter your new password. Reenter your new password. 3 Enter or verify an address that will be used to reset your password if you ever use the Forgot Password? feature on the login screen. 4 Enter or verify the address that appears where you will receive all notifications that pertain to your service and CPNI (Customer Proprietary Network Information). 5 Click Save to submit changes. 6 Click Cancel to proceed without saving any changes. 4

15 Change BILLING Password Billing The Billing page allows you to perform several functions essential to managing your billing. This is only available to accounts with administrative rights. Access the Billing page by selecting the Account tab on the navigation bar and then clicking Billing (see in image.) on the submenu. This will load a page similar to image.. Image. On this page you can do each of the following for the number displayed at the top of the page (see in image.): Pay your bill View Recent Activity Edit billing method View and download statements 5

16 Pay PAY Your YOUR Bill BILL Pay Your Bill To pay your bill, access the Billing page by selecting the Account tab on the navigation bar and then clicking Billing (see in image.) on the submenu. This will load a page similar to image.. Image. Click Pay My Bill. This will load a Bills page similar to image.. Image. If this is the first time you have gone to this page, you will need to set up the method you will use to pay your bill. The options are: Manage a Recurring Credit Card Payment Make a One-time Credit/Debit Card Payment Setup a Recurring Bank Draft Each option is covered in the following sections. 6

17 RECURRING Pay CREDIT Your CARD Bill PAYMENT MANAGE A RECURRING CREDIT CARD PAYMENT To setup or manage a recurring credit card payment, click on Setup/Edit a Recurring Credit Card on the Billing page. The Billing page can be reached by clicking Account on the navigation bar and then selecting Billing on the submenu. For information on how to reach the Billing page, refer to the Billing or Pay Your Bill sections of this document. Clicking on Setup a Recurring Credit Card Payment on the Billing page will load a Pay By Credit/Debit Card page similar to image 3. 3 Image 3. Fill in the fields with the required information. When finished, proceed using on of the following options: Click Next to proceed with the entered information. Click Cancel to not submit any information. 3 Click Disable Recurring, if a recurring payment has already been entered and you wish to stop the recurring payments. Continued on the following page. 7

18 RECURRING Pay CREDIT Your CARD Bill PAYMENT Clicking Next will load a confirmation request screen similar to image 3.. Image 3. Review the information and proceed: Click Submit to submit the entered information. Click Cancel to not submit any information. Clicking Submit will load a final confirmation page similar to image 3.3. Image 3.3 On this page you can do the following: Print a summary of the payment information. Click Back to site to return to Billing page. 8

19 ONE-TIME CREDIT/DEBIT Pay Your Bill CARD PAYMENT MAKE A ONE-TIME CREDIT/DEBIT CARD PAYMENT To setup or manage a one-time payment using a credit or debit card, click on Make a One-time Credit/Debit Card Payment on the Billing page. The Billing page can be reached by clicking Account on the navigation bar and then selecting Billing on the submenu. For information on how to reach the Billing page, refer to the Billing or Pay Your Bill sections of this document. Clicking on Make a One-time Credit/Debit Card Payment on the Billing page will load an Account Information page similar to image 4. Image 4. Fill in the fields with the required information. When finished, proceed using on of the following options: Click Next to proceed with the entered information. Click Cancel to not submit any information. Continued on the following page. 9

20 ONE-TIME CREDIT/DEBIT Pay Your Bill CARD PAYMENT Clicking Next will load a confirmation request screen similar to image 4.. Image 4. Review the information and proceed: Click Submit to submit the entered information. Click Cancel to not submit any information. Clicking Submit will load a final confirmation page similar to image 4.3. Image 4.3 On this page you can do the following: Print a summary of the payment information. Click Back to site to return to Billing page. 0

21 RECURRING Pay Your BANK Bill DRAFT SETUP A RECURRING BANK DRAFT To setup or manage a recurring bank draft, click on Setup a Recurring Bank Draft on the Billing page. The Billing page can be reached by clicking Account on the navigation bar and then selecting Billing on the submenu. For more detailed information on how to reach the Billing page, refer to the Billing or Pay Your Bill sections of this document. Clicking on Make a One-time Credit/Debit Card Payment on the Billing page will load an Pay Bank Drafts page similar to image 5. 3 Image 5. Fill in the fields with the required information. When finished, proceed using on of the following options: Click Next to proceed with the entered information. Be sure to review the terms and conditions, and then check the box next to I have read and agree to the Terms and Conditions. Click Cancel to not submit any information. 3 Click Disable Recurring, if a recurring payment has already been entered and you wish to stop the recurring payments. Continued on the following page.

22 RECURRING Pay Your BANK Bill DRAFT Clicking Submit will load a final confirmation page similar to image 5.. Image 5. On this page you can do the following: Print a summary of the payment information. Click Back to site to return to Billing page.

23 Recent Activity Recent Activity On the Billing page (see image 6.) you can use the Recent Activity (see in image 6.) to view a time-stamped summary of your recent payments, your latest statement number and the amount billed on that statement. 3 Click on the statement number to open up a copy of the statement in PDF form. You can either view the statement from your screen, save it as a file or print it out for your records. Change Current Billing Method On the Billing page (see image 6.) you can use the Current Billing Method (see in image 6.) section to set up or change your billing method. Please refer to the previous Pay Your Bill section of this document for more detailed instructions on how to proceed. View and Download Statements Image 6. On the Billing page (see image 6.) you can use the Statements section (see 3 in image 6.) to view a statement, select it from the View Statement and click Go. The statements available include any statement from the past 8 months. If you need a statement that is older than the statements in this list, please contact Momentum for further assistance. The statement will be presented on the screen, where you will have the additional options of printing or saving the statement. Please see your browser s instructions for how to print or save a screen. 3

24 Recent SETTINGS Activity Settings To access an account s settings and configure features, select Settings on the navigation bar. A page similar to image 7. will load. Image 7. The settings and features displayed will correspond with the number displayed in the top right section of the page. The settings are divided into four sections: General Forwarding Messaging Mobility Each individual feature is discussed in detail in the following sections of this document. To access any features, select the feature s corresponding View/Edit arrow. Note: An account s feature set is determined by the service offering you have purchased so you may or may not all of the services listed in this example. 4

25 Anonymous GENERAL Call Rejection General General settings are features that allow you to use your phone and communications plan to its fullest extent. Anonymous Call Rejection Anonymous Call Rejection allows you to reject calls from callers who have blocked the display of their number. Only numbers that are deliberately set their numbers as anonymous will be rejected. Callers whose numbers are unavailable are not rejected. Rejected callers are informed that you are not accepting calls from unidentified callers. Your phone will not ring and you will not receive any indication that there was an anonymous call. Use image 8. and the following instructions to configure this feature. 3 Image 8. Click the Anonymous Call Rejection s View/Edit arrow. Select On or Off. 3 Click Save to apply the change. TELEPHONE INSTRUCTIONS. Dial * 77 to enable. Dial * 87 to disable.. Listen for a confirmation message informing you that your selection has taken effect. 5

26 Call Block Call Block Call Block rejects calls that meet your pre-defined criteria. Callers meeting these criteria will be played an automated message advising them that you cannot be reached. Use this feature to prevent nuisance calls. Call Block rules can be applied to all incoming calls or up to specified phone numbers or digit patterns (example: 800* for all 800 numbers) a specified time schedule or a specified holiday schedule. You can configure up to 0 rules. Therefore, you can specify a total of up to 0 phone numbers to be automatically rejected. For a call to be rejected, it must match all entered criteria. Note: Anytime you use a Selected Holiday Schedule, it will take precedence all Selected Time Schedules. Use image 9. and the following instructions to configure this feature. 3 4 Image 9. Note: Any numbers blocked using the Call Log block feature under Account tab will appear in the list of blocked numbers. Click the Call Block s View/Edit arrow. Check the any rule s corresponding Active box to activate that rule. 3 Click Save to apply changes. To create a new Call Block rule, click Add (see 4 in image 9.). Continued on the following page. 6

27 Call Block A page similar to image 9. will load. Image 9. Fill in the fields with the desired information. See additional information for select fields below. Do Not Reject Call This is an option to not reject calls that fit the following criteria, and this will allow those calls to supersede any other rules. Time Schedule Select one of the available options. Refer to the Time Schedule section for instructions on how to create a time schedule From Any Phone number Use to reject all incoming calls. Forwarded Use to reject any call forwarded from another number. From following phone numbers Use to reject any numbers in the Specific Phone Numbers section. Any Private Number Use to reject all calls any caller with their number to private. Any Unavailable Number Use to reject any call where caller ID is not available. Click Save to make any changes. 7

28 Caller ID Caller ID Caller ID shows an incoming caller s name and/or telephone number. Use image 0. and the following instructions to configure this feature. Click the Caller ID s View/Edit arrow. 3 Image 0. Select On or Off. 3 Click Save to apply any changes. TELEPHONE INSTRUCTIONS. Dial * 68 to enable for all future calls. Dial * 8 to disable for all future calls.. Dial * 67 and the 0-digit phone number to enable for a single call. Dial * 8 and the 0-digit phone number to disable for a single call. 3. Listen for a confirmation message. 8

29 Call Transfer Call Transfer Call Transfer enables a user to transfer a call to a specified destination, and can take place in one of three ways: Blind the party receiving the transferred call receives the call directly Third-party consultation the party receiving the transferred call receives a call from you and then whenever you press a button, the call is transferred. Three-way consultation all parties are on the line at the same time. Use image. and the following instructions to configure this feature. Click Call Transfer s View/Edit arrow Select On or Off for call transfer recall which redirects unanswered transferred calls back to you. 3 Specify the number of rings before the transferred call is redirected back to the original number. 4 Check to enable the capability to transfer calls to a phone number that is already busy. 5 Specify the number of seconds a call sent to a busy line will wait before the transferred call is redirected back to the original number. 6 Prevent blind transferred calls from being further redirected by services such as Call Forwarding or Simultaneous Ring. 7 Prevents consultative transferred calls from being further redirected by services such as Call Forwarding or Simultaneous Ring. 8 Click Save to apply any changes. TELEPHONE INSTRUCTIONS. Press Flash or Transfer.. Enter appropriate transfer number. 3. Press Flash or Transfer again. 6 7 Image. 9

30 Call Waiting Call Waiting Call Waiting notifies of an incoming call when the line is already on another call. Use image. and the following instructions to configure this feature. Click Call Waiting s View/Edit arrow. 3 Image. Select On or Off. 3 Click Save to apply any changes. TELEPHONE INSTRUCTIONS. Dial * 56 to enable. Dial * 57 to disable.. Listen for a confirmation message. To Answer a Call Waiting:. A sound will notify you when there is another call.. Press Flash to put the existing caller on hold and accept the other call. To turn off Call Waiting for the entirety of a single call:. Dial * 70 and enter the appropriate 0-Digit Phone Number to disable for the following single call. 30

31 Do Not Disturb Do Not Disturb When Do Not Disturb is enabled, incoming callers receive a message stating you are busy, and will subsequently be sent to your voic greeting. Use image 3. and the following instructions to configure this feature. 4 3 Image 3. Click Do Not Disturb s View/Edit arrow. Select On or Off 3 Check the box to have a single ring sent to the phone whenever a call is forwarded to voic . 4 Click Save to apply any changes. TELEPHONE INSTRUCTIONS. Dial * 78 to enable. Dial * 79 to disable.. Listen for a confirmation message. 3

32 Hoteling Guest Hoteling Guest Hoteling Guest allows a user to associate their service profile with a Hoteling Host user. This allows the guest user to use the host's device with the guest user's service profile. Use image 4. and the following instructions to configure this feature. Click Hoteling Guest s View/Edit arrow Image 4. Select On or Off. 3 Set the Hoteling Guest to automatically expire by checking the Limit Association box, and specify a maximum number of hours. Note: If the host has enforced an association limit of 4 hours, the guest account cannot exceed that amount. 4 View the Available Hosts. 5 Use the corresponding arrows to make available hosts associated hosts Click the right arrow. 6 View the host as a now Associated Host. 7 Click Save to apply any changes. TELEPHONE INSTRUCTIONS Voice Portal Hoteling Menu:. Dial *98. Enter passcode and press # 3. Dial 7 to change Hoteling Options 3

33 Hoteling Host Hoteling Host This feature allows a user to become designated as a host user. Any user that is assigned the hoteling guest service can then be associated to the host user. When associated, the host user allows the guest user to use the host's device with the guest's service profile. If association limit is not enforced, the guest user is allowed to associate with the host user indefinitely. Use image 5. and the following instructions to configure this feature. Click Hoteling Host s View/Edit arrow Image 5. Select On or Off. 3 Check to limit the user s access to the host phone to 4 hours 4 Select one of the following access levels: Enterprise Anyone in your company can use the designated phone to hotel. Group Only a specified group (ex. employees in a single region) can use the designated phone to hotel. 5 View any associated accounts that use this account as a hoteling host. 6 Click Save to apply any changes. 33

34 Music On Hold Music On Hold Music On Hold specifies whether or not music will be played when callers are placed on hold or parked. For this feature to function, Music On Hold must also be enabled under the group tab settings (refer to the Music on Hold section under the Group Feature Settings header). Use image 6. and the following instructions to configure this feature. Click Music on Hold s View/Edit arrow. 4 3 Image 6. Select On or Off. 3 Click Save to apply any changes. 34

35 Outbound Caller ID Block Outbound Caller ID Block Outbound Caller ID Block blocks your number from displaying in the receiver s caller ID display. Use image 7. and the following instructions to configure this feature. Click Outbound Caller ID Block s View/Edit arrow. 3 Image 7. Select On or Off. 3 Click Save to apply any changes. TELEPHONE INSTRUCTIONS. Dial * 68 to permanently enable. Dial * 8 to permanently disable.. Dial * 67 and the 0-digit phone number to enable for a single call. Dial * 8 and the 0-digit phone number to disable for a single call. 3. Listen for a confirmation message after using each of these options. 35

36 Priority Alert Priority Alert Priority Alert allows you to assign a distinctive ring tone to based on your pre-defined criteria. Priority alert rules can be applied all incoming calls or to up to specified phone numbers or digit patterns (example: 800* for all 800 numbers). Note: All criteria for a call must be met for the phone to ring with a different tone. Use image 8. and the following instructions to configure this feature. Click Priority Alert s View/Edit arrow. Image 8. Click Add to create a new rule. Continued on the following page. 36

37 Priority Alert A rule configuration page similar to image 8. will load. Fill in the fields with the desired information. See additional information for select fields below. Time Schedule Select one of the available options. Refer to the Time Schedule section for instructions on how to create a time schedule Any External Phone number Use to reject all incoming calls. Following Phone Numbers Use to reject any numbers in the Specific Phone Numbers section. Any Private Number Use to reject all calls any caller with their number to private. Any Unavailable Number Use to reject any call where caller ID is not available. Click Save to apply any changes. Image 8. Clicking Save will load to the Priority Alert page with the new rule. This will appear similar to image Image 8.3 New alert rules are set to active by default. Deactivate an alert rule by deselecting the corresponding check box (see in image 8.3). When finished, click Save (see in image 8.3) to apply your changes. To modify any alert rules at any time, click the corresponding Edit button (see 3 in image 8.3). 37

38 Privacy Privacy The Privacy feature allows you to exclude phone numbers from organization Directory Lists, Auto Attendant Extension Dialing, Auto Attendant Name Dialing and Phone Status monitoring. Use image 9. and the following instructions to configure this feature. Click Privacy s View/Edit arrow Image 9. To enable privacy services, select any number of the desired four available checkboxes. The options are: Enable Directory Privacy Your telephone number will not appear in the enterprise or group directory. 3 Enable Auto Attendant Extension Dialing Privacy Your telephone extension will be excluded from any auto attendant. 4 Enable Auto Attendant Name Dialing Privacy Your name will not appear in the auto attendant name-dialing directory. 5 Enable Phone Status Privacy Your phone number or extension status is not viewable. By default, the phone status privacy rule will apply to all users. You can select users who are allowed to monitor your phone status by highlighting them in the Available Users list (see 6 in image 9.) and moving them using the appropriate arrow button (see 7 in image 9.) to the Assigned Monitors list (see 8 in image 9.). Click Save (see 9 in image 9.) to continue. 38

39 Selective Call Acceptance Selective Call Acceptance Selective Call Acceptance allows you to limit the calls you receive based on your own predefined criteria. Selective acceptance rules can be applied all incoming calls or to up to specified phone numbers or digit patterns (example: 800* for all 800 numbers). Note: All criteria for a call must be met for the phone to ring with a different tone. Calls that do not meet the criteria will receive a message stating: The party you are trying to reach is not accepting calls at this time and will not go to voic . Use image 30. and the following instructions to configure this feature. Click Selective Call Acceptance s View/Edit arrow. Image 30. Click Add to create a new rule. Continued on the following page. 39

40 Selective Call Acceptance A rule configuration page similar to image 30. will load. Image 30. Fill in the fields with the desired information. See additional information for select fields below. Time Schedule Select one of the available options. Refer to the Time Schedule section for instructions on how to create a time schedule Any Phone number Use to reject all incoming calls. Following Phone Numbers Use to reject any numbers in the Specific Phone Numbers section. Any Private Number Use to reject all calls any caller with their number to private. Any Unavailable Number Use to reject any call where caller ID is not available. Click Save to apply any changes. You will return to the Selective Call Acceptance page but will notice a new rule. This will appear similar to image Image 30.3 New alert rules are set to active by default. Deactivate an alert rule by deselecting the corresponding check box (see in image 30.3). When finished, click Save (see in image 30.3) to apply your changes. To modify any alert rules at any time, click the corresponding Edit button (see 3 in image 30.3). 40

41 Speed Dial Speed Dial Speed Dial allows you to set up quick dial shortcuts for your most frequent calls. Some Speed Dial codes conflict with certain feature access codes, and should therefore not be used. If used as speed dial codes, the following codes will completely over-ride their feature access code functionality: #3 Calling Line ID Delivery Blocking Persistent Deactivation #40 Call Forwarding Busy To Voice Mail Deactivation #4 Call Forwarding No Answer To Voice Mail Deactivation #43 Call Waiting Persistent Deactivation #58 Group Call Park #70 Night Service Activation Manual Override #7 Night Service Deactivation Manual Override #7 Forced Forwarding Activation #73 Forced Forwarding Deactivation #76 Call Forwarding Selective Activation #77 Call Forwarding Selective Deactivation #80 Make Outgoing Call as Call Center #8 Make Personal Outgoing Call #83 Escalate Call to Supervisor Use image 3. and the following instructions to configure this feature. Click Speed Dial s View/Edit arrow. Click Add Contact to add a new speed dial entry. Continued on the following page. Image 3. 4

42 Speed Dial Clicking Add Contact will load an Add Speed Dial Contact page similar to image 3.. Image 3. Note: This screen is displayed in a popup window. Please make sure you have enabled popups in your web browser. Enter all the desired information for the contact. See additional information for select fields below. Primary Phone The number selected here will be the number called when the speed dial code is used on your phone. Speed Dial Code Select an option from the available two digit numbers. Note: The screen presents 33 different locations for you to choose when you set Speed Dial codes. Some numbers are missing from the list by design, so remember to pay close attention to the numbers you choose. Click Save to create the speed dial contact. Clicking Save will load the Selective Call Acceptance page but will notice a new rule. This will appear similar to image Image 3.3 Delete an alert rule by deselecting the corresponding check box (see in image 0.3) and click Delete (see in image 0.3). To modify any entry at any time, click the corresponding Edit button (see 3 in image 0.3). 4

43 Time Schedule Time Schedule Time Schedule allows you to create and customize multiple schedules. The Time Schedule feature is used by many other features. Use image 3. and the following instructions to configure this feature. Click Time Schedule s View/Edit arrow. Image 3. The process of creating a Business Hours Schedule and a Holiday Schedule are essentially the same. Click Add (see in image 3.) to begin the process of creating a schedule. A page similar to image 3. will load Image 3. Name the schedule and click Save to continue. Clicking Save will cause an empty event list to be added to the page (similar to image 3.3). Click Add to configure an event. Image 3.3 Continued on the following page 43

44 Time Schedule Clicking Add will load an Add Schedule Event page similar to image Image 3.4 Fill in each field with the desired entry for this rule. Choose a Start Date and Start Time. Choose a End Date and End Time. 3 Choose the rate at which this schedule will need to repeat. 4 Choose how often this schedule will recur. 5 Place a check on all the days that should use this schedule. 6 Choose how long you wish to have this schedule be available for use. When finished, proceed by: 7 Click Save to create event. OR 8 Click Cancel to stop creating event. Continued on the following page. 44

45 Time Schedule Clicking Save will return you to the Add Hour Schedule page and the event will be displayed in the Add Schedule view similar to image Image 3.5 To add additional time schedules, click Add (see in image 3.5) and repeat the steps as above. To delete a time schedule, check the box next to the schedule s name (see in image 3.5) and click Delete (see 3 in image.5). To make changes to an existing time schedule, click Edit (see 4 in image 3.5). When finished, click Save (see 5 in image 3.5). Once a schedule has been created, it is displayed on the main Time Schedule page similar to image Image 3.6 To add additional time schedules, click Add (see in image 3.6) and repeat the steps as above. To delete a time schedule, check the box next to the schedule s name (see in image 3.6) and click Delete (see 3 in image 3.6). To make changes to an existing time schedule, click Edit (see 4 in image 3.6). 45

46 Time FORWARDING Schedule Forwarding Each feature in the Forwarding section involves routing incoming calls to other phone numbers. The Forwarding section can be found on the Settings page similar to image 33. Image

47 Call Forwarding Call Forwarding Call Forwarding specifies when calls should be forwarded to another phone number and the phone number(s) where the calls should be forwarded. Use image 34. and the following instructions to configure this feature. Click Call Forwarding s View/Edit arrow. Forwarding can be configured four ways: Image 34. Call Forward Always If enabled, all incoming calls will be forward to the number entered. This option takes precedence over all other rules, and therefore, if activated, will override the other call forwarding options. Call Forward Don t Answer If enabled, all unanswered incoming calls will be forwarded to the phone number entered. Specify the number of times the call should ring before forwarding. Call Forward Busy Line If enabled, any incoming call that reaches this line when it is in use will be forwarded to the phone number entered. Call Forward Not Reachable If enabled, any incoming call that cannot be completed due to a service issue will be forwarded to the phone number entered. Use the corresponding toggle buttons to turn the features On or Off. Use the Forward to textboxes to enter the number where the call should be forwarded. Note: All phone numbers entered for forwarding calls must be permitted by your outgoing calling plan. When finished, click Save to apply any changes. TELEPHONE INSTRUCTIONS:. Dial *7 to enable call forward always. Dial *73 to disable call forward always. Dial *94 to enable call forward not reachable. Dial *95 to disable call forward not reachable.. Enter the 0-digit phone number for the call forwarding destination and press #. 3. Listen for a confirmation message. 47

48 Call Forwarding Selective Call Forwarding Selective Call Forwarding Selective allows you to forward specific calls matching predefined criteria to a different phone number. Call Forwarding Selective rules can be applied all incoming calls or to up to specified phone numbers or digit patterns (example: 800* for all 800 numbers). If the call is not forwarded, the call continues as if this service was not activated. Note: All criteria for a call must be met for a call to be forwarded. Use image 35. and the following instructions to configure this feature. Click Call Forwarding Selective s View/Edit arrow Image 35. Turn Call Forwarding Selective on. 3 Enter the default phone number for forwarding calls. 4 Check this box to receive notification when receiving a forwarded call. 5 Click Save. 6 Click Add to create a rule for calls to be forwarded. Remember you can use the following steps to make multiple rules. Continued on the following page. 48

49 Call Forwarding Selective Clicking Add will load a Add Selective Criteria window similar to image 35.. Fill in the fields with the desired information. Image 35. See additional information for select fields below. Time Schedule Select one of the available options. Refer to the Time Schedule section for instructions on how to create a time schedule. Any Phone number Use to forward all incoming calls. Following Phone Numbers Use to forward any numbers in the Specific Phone Numbers section. Anonymous Callers Use to forward all calls any caller with their number to private. Unavailable Callers Use to forward any call where caller ID is not available. Click Save to apply any changes. Clicking Save will return you to the Call Forwarding Selective feature page similar to image From this page you can: Image 35.3 Add a new rule. Edit an existing rule. 3 Delete a rule. 4 Save any progress. 49

50 Call Notify Call Notify Call Notify allows you to receive notifications containing specific callers names and numbers based on predefined criteria. Note: All criteria must be met for an to be sent. Use image 36. and the following instructions to configure this feature. Click Call Notify s View/Edit arrow. 3 4 Image 36. Enter an address to send the notification. 3 Click Save. 4 Click Add. Continued on the following page. 50

51 Call Notify Clicking add will load a Call Notification Criteria window similar to image 36.. Fill in the fields with the desired information. Image 36. See additional information for select fields below. Time Schedule Select one of the available options. Refer to the Time Schedule section for instructions on how to create a time schedule Any Phone number Use to notify all incoming calls. Following Phone Numbers Use to notify any numbers in the Specific Phone Numbers section. Any Phone Number Use to notify all calls any caller with their number to private. Any Unavailable Number Use to notify any call where caller ID is not available. Click Save to apply any changes. Clicking Save will return you to the Call Notify feature page similar to image From this page you can: Image 36.3 Make a rule Active. Edit an existing rule. 3 Add a rule. 4 Save any progress. 5

52 Find Me Simultaneous Ring Find Me Simultaneous Ring Find Me - Simultaneous Ring allows you to list up to 0 phone numbers you would like to have ring simultaneously, including your primary phone, when you are receiving a call. Find Me Simultaneous Ring rules can be applied all incoming calls or to up to specified phone numbers or digit patterns (example: 800* for all 800 numbers). Use image 37. and the following instructions to configure this feature. Click Find Me Simultaneous Ring s View/Edit arrow Image 37. From this page you can: Turn Call Forwarding Selective On or Off. 3 Check if you want to disable Simultaneous Ring if number is busy. 4 Check the corresponding box to require answer confirmation on the forwarded line. 5 Enter phone numbers for feature. Note: The line with the fewest number of rings set before voic is prompted will be where the voic is delivered. 6 Save any progress. 7 Add a rule. Click Add (see 7 in image 37.) to create a rule 5

53 Find Me Simultaneous Ring Clicking Add will load an Add Selective Criteria window similar to image 37.. Fill in the fields with the desired information. See additional information for select fields below. Time Schedule Select one of the available options. Refer to the Time Schedule section for instructions on how to create a time schedule Any Phone number Use to forward all incoming calls. Following Phone Numbers Use to forward any numbers in the Specific Phone Numbers section. Anonymous Callers Use to reject all calls any caller with their number to private. Unavailable Callers Use to reject any call where caller ID is not available. Click Save to apply any changes. Image 37. Clicking Save will display your rule on the Find Me Simultaneous Ring page similar to image Image 37.3 With rules displayed, you can: Add another rule Edit an existing rule. 3 Delete a rule. 53

54 Find Me Sequential Ring Find Me Sequential Ring Find Me - Sequential Ring allows you to configure your calls to ring up to 5 additional locations sequentially when there is no answer from the primary phone. Find Me Sequential Ring rules can be applied all incoming calls or to up to specified phone numbers or digit patterns (example: 800* for all 800 numbers). Note: All criteria for a call must be met to activate the sequential ring flow. Use image 38. and the following instructions to configure this feature. Click Find Me Sequential Ring s View/Edit arrow. Image 38. On this page, configure the feature to the desired settings and click Save when configured. See additional information for select fields below. Use base location first If checked, this has the primary device ring first. Answer Confirmation Required The line receiving the call must press a button to receive the call. Number of Rings The number of rings before the call is forwarded. Note: Calls will be forwarded in the same order as they entered above. The process will begin with the first number and finish with the last. Click Add (see in image 38.) to create a rule. Continued on the following page. 54

55 Find Me Sequential Ring Clicking Add will load an Add Selective Criteria window similar to image 38.. Fill in the fields with the desired information. See additional information for select fields below. Time Schedule Select one of the available options. Refer to the Time Schedule section for instructions on how to create a time schedule Any Phone number Use to forward all incoming calls. Following Phone Numbers Use to forward any numbers in the Specific Phone Numbers section. Anonymous Callers Use to reject all calls any caller with their number to private. Unavailable Callers Use to reject any call where caller ID is not available. Click Save to apply any changes. Image 38. Clicking Save will display your rule on the Find Me Sequential Ring page similar to image Image 38.3 With rules displayed, you can: Add another rule Edit an existing rule. 3 Delete a rule. 55

56 Push To Talk Push To Talk Push to Talk enables automatic answering of Push to Talk calls via speakerphone or intercom. Push to Talk can activate the microphone and speaker by enabling hands-free communication. Note: To use this feature, all participants must have Push to Talk enabled. Use image 39. and the following instructions to configure this feature. Click Push To Talk s View/Edit arrow Select On to have the speakerphone or intercom connect automatically when you receive a Push to Talk call. Or select Off to require manual intervention. 3 Specify one of the following desired communication types: One Way: The caller can speak to the recipient, but the recipient cannot respond to the caller. Two Way: The caller and the recipient can communicate freely. 4 Select the appropriate role of the users on the Selected Users list. 5 View available users for feature 6 Use buttons to move selected users to and from the boxes. 7 View users you have selected for this rule. 8 Click Save to apply your settings. Image 39. TELEPHONE INSTRUCTIONS. Dial *50.. Dial the desired extension. 56

57 Push MESSAGING To Talk Messaging The messaging section contains features directly associated with voic setup and delivery. Image

58 Voic Voic Voic configuration allows you to specify how voice messages will be handled, including options to retrieve voice messages using your phone or . Use image 4. and the following instructions to configure this feature. Image 4. Click Voic s View/Edit arrow. Fill in the fields with the desired information. See additional information for select fields below. Send All Calls to Voice Mail Sends all calls directly to voic Use Unified Messaging Voice are messages saved on the voice portal and up to 5 address to receive notification s when new voic s have been received. Forward to this - Address will forward voic s to a singular and will not store the files in the voice portal. Transfer on 0 to Phone Allow callers to press 0 and be transferred to a different line. No message is played to callers, so they will need to know of this option in advance. Voic Greetings Refer to the following Voic Greetings section of this document. Click Save to apply any changes. 58

59 VOIC Voic GREETINGS VOIC GREETINGS Voic Greetings allows you to control the greeting a caller receives when they reach the line s voic . Selecting Voic Greetings on the Voic feature page will load a page similar to image 4.. For more instructions on how to reach this page refer to the previous Voic section. Image 4. Select an option to configure one of the three greeting types: Busy Greeting The voic played when you are on the line and choose not to answer the second incoming call. No Answer Greeting The voic played when a call goes unanswered. Alternate No Answer Greetings The voic played when a call goes unanswered. This feature, however, allows the creation of multiple customized no answer greetings for special purposes (i.e., weekends, vacation, lunch). Note: There can only be one active No Answer greeting at a time, either the No Answer or the Alternate No Answer greeting. For each Personal Greeting option selected, use the Browse button to upload your customized greetings from your computer. Select the number of times you want calls to ring before a greeting is played for callers. Click Save to save changes. TELEPHONE INSTRUCTIONS. Dial *98.. Enter your passcode. 3. Press # to change mailbox busy greeting. Press #3 to change mailbox no answer greeting. Press # to repeat the menu. 59

60 Distribution List Distribution List Distribution List allows up to 5 phone number lists to be configured for forwarding voic messages using the voice portal. Use image 43. and the following instructions to configure this feature. Click Distribution List s View/Edit arrow Image 43. Select a distribution list number. 3 Enter a list name. 4 Enter a phone number or extension. 5 Click Add. Repeat this step until all phone numbers and extensions have been added. To remove a number from a distribution list: 6 Check the box adjacent to the corresponding phone number. 7 Click Delete. When finished configuring settings 8 Click Save to apply your settings. 60

61 Reset Voic PIN Reset Voic PIN Whenever you reset your Voic Pin, it will reset back to the default pin (864). Use image 44. and the following instructions to configure this feature. Click Reset Voic Pin s View/Edit arrow. Image 44. Click Reset. Clicking Reset will load a confirmation message similar to image 44.. Image 44. 6

62 Anywhere MOBILITY Mobility The Mobility section of the Settings page has features that extend your voice services beyond your primary phone device. Anywhere Anywhere allows you to make business calls from any phone, anytime, anywhere. You can also move calls from one device to another without hanging up, and access business features regardless of the device being used. Note: Anywhere is an add-on feature. If you are unsure whether you have subscribed to this feature, or would like to add the feature, please contact your telephone provider for additional information. Use image 45. and the following instructions to configure this feature. Click Anywhere s View/Edit arrow. Click Add. A page similar to image 45. will load: Image 45. This page has two tabs, Phone Number and Selective Criteria. Phone Number must be configured and saved first before adding Selective Criteria. Continued on the following page. Image 45. 6

63 Anywhere The Phone Number tab is the default display when adding Anywhere a line and appears similar to image Fill in the fields with the desired information. See additional information for select fields below. Phone number Enter the number that should ring along with the primary line. Enable this location Must be check to apply Anywhere to this location. Outbound Alternate Phone Number/SIP URI Use to notify any numbers in the Specific Phone Numbers section. Enable diversion inhibitor Feature is no longer a supported and is pending removal. Require Answer Confirmation Requires the line receiving call to press a button when prompted to receive the call. Click Save to apply any changes. Image 45.3 The number will appear under the Anywhere section similar to image Anywhere automatically applies to all calls, if you would like this to apply to Anywhere to a specific set of calls, you ll need to configure a rule s selective criteria. To configure a rule s selective criteria, click the corresponding Edit button (see in image 45.4). Continued on the following page. Image

64 Anywhere Clicking Edit will load a popup window. Select the Selective Criteria tab, and a page similar to image 45.5 will load. Click Add to display the configurable rules. Image 45.5 A page similar to image 45.6 will load. Fill in the fields with the desired information. Image 45.6 See additional information for select fields below. Time Schedule Select one of the available options. Refer to the Time Schedule section for instructions on how to create a time schedule Any Phone number Use to notify all incoming calls. Following Phone Numbers Use to notify any numbers in the Specific Phone Numbers section. Any Phone Number Use to notify all calls any caller with their number to private. Any Unavailable Number Use to notify any call where caller ID is not available. Click Save to apply any changes. Continued on the following page. 64

65 Anywhere Clicking Save will load a page similar to image Image 45.7 Here you have the option to: Edit an existing rule. Save and return to the main page. 3 Delete a rule (check the corresponding Active box and click Delete) 4 Add additional rules. 65

66 Anywhere GROUP Group The Group tab contains provides access to all feature and administration settings that apply to your business group. Note: Your business may not have all of the Group Features described in this section; the features are dependent on your service offering. Please contact customer support for additional details. Access the Group settings by selecting Group (see in image 46.) in the navigation bar. This will load a page similar to image Image 46. This page is divided into two sections Group Feature Settings Group Administration Each individual feature is discussed in detail in the following sections of this document. To access any features, select the feature s corresponding View/Edit arrow. Group Feature Settings Within the Group tab, the Group Feature Settings section (see in image 46.) contains all group features that can be configured. Each of these settings will be covered in the following sections. 66

67 Account / Authorization Codes Account / Authorization Codes Account Codes allow users to assign certain codes to specified calls for tracking purposes. Authorization Codes allow the group administrator to select specific users who must enter a valid authorization code when making a call to a party outside of the group. Calls are not connected unless a valid code is entered. Note: Groups cannot have Authorization Codes and Account Codes enabled simultaneously. Use image 47. and the following instructions to configure this feature. Image 47. Click Account/Authorization Code s View/Edit arrow. Click Add Code. Clicking Add Code will load the Add Account/Authorization Codes page similar to image Image 47. Enter an account or authorization code with the correct number of digits specified earlier. Enter a name for the code. 3 Click Save to create rule. Continued on the following page. 67

68 Account / Authorization Codes Clicking Save will load the Account/Authorization Code page with the new account or authorization code will be displayed similar to image Image 47.3 From this page you can: Add additional account or authorization codes. Edit an existing account or authorization code. 3 Delete an account or authorization code, check the code s corresponding box and click Delete. Note: Provide these Account/Authorization codes to your employees as appropriate for the making/tracking of outbound calls. 68

69 ACCOUNT/AUTHORIZATION Account / Authorization CODES ADMINISTRATION Codes ACCOUNT/AUTHORIZATION CODES ADMINISTRATION The administration section is where you can control the feature, it is the second section on this page appears similar to image Set the feature type to Account Codes, Authorization Codes or Off. Set the code s number of digits. Image 47.4 Note: Changing the number of digits can be done, but all previously configured codes will be removed. 3 Check to allow users to place local and toll-free calls without a code checkbox. 4 View Non-Restricted Users or users not required to enter a code before placing a call. 5 View Restricted Users or user required to enter a before placing a call. 6 View Optional Usage or users who can activate an account code to track the call. This is only available if the feature is setup for Account Codes. 7 Highlight users and click the appropriate arrow buttons to move them to the desired box. 8 Click Save to apply changes. 69

70 ACCOUNT/AUTHORIZATION Account / Authorization CODES Codes REPORTS ACCOUNT/AUTHORIZATION CODES REPORTS The reports section is where you can download reports from the feature To access reports scroll to the bottom of the Account/Authorization Codes section. Use image 47.5 and the following instructions to configure this feature. Click Acc/Auth Code Reports. Image 47.5 A page similar to image 47.6 will load. 3 Image 47.6 Select the bill date. Choose a report type. 3 Click Run to create the report. 70

71 Advanced Hunting (Hunt Groups) Advanced Hunting (Hunt Groups) Hunt Groups provide an advanced method of applying call routing within a group or enterprise. A hunt group is the method of distributing phone calls from a single telephone number to a group of several phone lines. Managing this feature allows you to change the process or algorithm that is used to select which line in a hunt group will receive the call. Use image 48. and the following instructions to configure this feature. Click Advanced Hunting s View/Edit arrow. Click Edit to configure a hunt group. Continued on the following page. Image 48. 7

72 Advanced Hunting (Hunt Groups) Clicking Edit will load the Edit Hunt Sequence Page similar to image 48.. Image 48. Fill in the fields with the desired information. See additional information for select fields below. Calling Line Name The name displayed to call recipients within the hunt group. Hunt Style Choose one of options described below: Circular: Calls are routed to the next hunt group member based on who received the last call. Regular (linear): Call routing always follows the sequence of the hunt group member list. Simultaneous: All idle users within the hunt group are alerted of an incoming call simultaneously. Uniform: Calls are routed based on longest idle time. Allow Call Waiting on Line allows call agents to have more than one call at a time directed to them. Forward calls forward a call to a specific line if call goes unanswered. Selected User Order agent list for the hunt group, can be arranged using the up and down arrows. Directory Number Hunting calls are routed to agents individual phone numbers. Note: Directory Number Hunting can only be assigned to hunt groups or call centers that are virtual users. The service does not apply to regular users and it cannot be added to a service pack. Click Save to apply any changes. 7

73 Auto Attendant Auto Attendant Auto Attendant is an automated receptionist that answers the phone and plays a personalized recorded message to callers. Auto Attendant has routing options for callers, including dial by name or extension, transfer to the operator or transfer to nine pre-configured phone numbers or extensions (for example, = Marketing, = Sales, and so on). Auto Attendants are available with 0-digit telephone numbers or Extensions (, 3, 4, 5, or 6 digits). Use image 49. and the following instructions to configure this feature. Click Auto Attendant s View/Edit arrow. Click Edit for the auto attendant you want to configure. Continued on the following page. Image

74 Auto Attendant Clicking Edit will load the Edit Auto Attendant page similar to image 49.. Image 49. Fill in the fields with the desired information. See additional information for select fields below. Calling Line Name Name displayed to auto attendant call recipients. Business Hours Select when the auto attendant should be enabled. Schedules are made in the Time Schedule feature. Holiday Schedule Select the holiday schedule for the auto attendant. Schedules are made in the Time Schedule feature. Scope of extension dialing Enable extension dialing across the enterprise (company) or the group (a location). Scope of name dialing Enable name dialing across the enterprise (company) or the group (a location). Set Business Hours Prompts Loads page to configure routing options for normal business hours. Set After Hours Prompts Loads page to configure the routing options for non-business hours. Click Save to apply any changes. Click Set Business Hours Prompts or Set After Hours prompts to proceed. 74

75 Auto Attendant Selecting Set Business Hours Prompts or Set After Hours prompts will load a configuration page similar to image 49.3 Image 49.3 Fill in the fields with the desired information. See additional information for select fields below. Standard Greeting This greeting has been pre-configured to utilize the options set by default and shown in the Auto-Attendant Prompt Descriptions section. The default pre-recorded greeting plays the following message. Welcome. Your call is being answered by an automated attendant. If you know your party s extension, press. To use our automated name directory, press. If you would like to speak with an operator, press zero. Thank you for calling. Customer Greeting Upload a pre-recorded custom greeting. Files must be a.wav file in CCITT u-law, 8kH sampling rate, or 8-bit Mono format. The file size should not exceed 4.5 MB. Enable First-Level Extension Dialing Enable immediate extension dialing the caller can use at any time. Description Optional field used to help identify the routing option. Continued on the following page. 75

76 Auto Attendant Note: This is a continuation from the previous page, and image 49.3 has been duplicated here for convenience sake. Image 49.3 Action Select the appropriate action type to be performed when the routing option is entered. Options include: Exit: terminates the call. Name Dialing: allows caller to use the directory by name call routing option. Repeat Menu: replays the menu selection. *Transfer To Operator: transfer caller to operator. *Transfer to Voic Box: transfers caller directly to voic . *Transfer With Prompt: transfers with a You are being transferred to... message played. *Transfer Without Prompt: directly transfers caller. *Denotes an action that requires the caller to specify a telephone number. Click Save when finished configuring. 76

77 Auto Attendant TELEPHONE INSTRUCTIONS: To Setup Auto Attendant Voic . From On-Network Extension: Dial 9999 and press * From Off-Network Extension: Dial 0-Digit Auto Attendant phone number and dial Enter extension (the last 4 digits of the Auto Attendant phone number) 3. Enter the default passcode (864) and press # 4. Following prompt stating passcode has expired, enter a permanent passcode and press # 5. Re-enter permanent passcode and press # Main Voic Menu Options: [] To access Voic [3] Record name [8] To change passcode [9] To exit the voice portal [#] To repeat this menu To Access Auto Attendant Voic . From On-Network Extension: Dial 9999 and press * From Off-Network Extension: Dial 0-Digit Auto Attendant phone number and dial Enter extension (the last 4 digits of the Auto Attendant phone number) 3. Enter permanent passcode and press # Access Voic Options: [] To listen to messages [] To change mailbox busy greeting [3] To change mailbox no answer greeting [5] To compose and send a new message [7] To delete all messages [*] To go to the voice portal [#] To repeat this menu 77

78 Auto Attendant TELEPHONE INSTRUCTIONS (CONTINUED): To Record a Custom Greeting:. *From On-Network Extension: Dial When you hear Welcome to your voice portal, press * *From Off-Network Extension: Dial the 0-Digit Auto Attendant phone number. Dial When you hear Welcome to your voice portal, press *. *Dial Extension 9999# 3. Enter passcode. Default is: Press to change Auto Attendant greeting 5. Press to change the Business Hours Greeting Press to change the After Hours Greeting 6. Follow the prompts *The number of 9s required may vary, but will be equal to the extension digit length 78

79 Call Park Call Park Call Park enables a call to be placed on hold and then retrieved from a different phone in the group. To park a call, a user presses the flash hook and dials the call park feature access code. The call is parked and the caller is placed on hold. To retrieve the call, the user can go to any phone in the group and dials the call retrieve feature access code, followed by extension the call was parked against. While parked, the caller will hear music on hold, if the feature is enabled. To use Group Call Park to park a call, the user presses the flash hook during an established call and then dials the Group Call Park feature access code. If no number is entered and the user hangs up immediately after dialing the feature access code, the call is parked against an available user s line. Use image 50. and the following instructions to configure this feature. Click Call Park s View/Edit arrow Image 50. Set the amount of time a call can remain parked against a specific extension before it is returned to the original call recipient. Select any value between 30 seconds to 600 seconds. 3 Set the amount of time a call can remain parked against a group before it is returned to the original call recipient. Select any value between to 5 seconds 4 Check to have the caller hear an announcement that they have been placed in a park location. Note: Recall Timer, Display Timer and Parked Destination Announcement apply to all call park groups. 5 Click Add to create a call park group. Continued on the following page. 79

80 Call Park Clicking Add will load the Add Call Park group configuration page similar to image Image 50. Enter a name for the call park group. View and select the available user(s). 3 Move selected users from the Available Users to Selected Users using the appropriate arrow button. 4 View the Selected Users list or the users that will be a part of this group. 5 Click Save to apply group settings. 6 If desired, Delete the group. When a Call Park group is created it will appear on the Call Park page similar to image Image 50.3 On this page you can: Click Edit to make changes to an existing group. Add a group 80

81 Call Pickup Call Pickup Call Pickup allows users to answer a call that is ringing at another extension within their Call Park group. If more than one phone is ringing, the phone ringing the longest is the one that is picked up first. To pick up a ringing call coming to another line, users go off-hook and dial the Call Pickup feature access code, which connects them to the calling party. Use image 5. and the following instructions to configure this feature. Click Call Pickup s View/Edit arrow. Image 5. Click Add to create a Call Pickup group. Continued on the following page. 8

82 Call Pickup The Add Call Pickup group configuration page similar to image 5. will load Image 5. Enter a Call Pickup group name. View and select the available user(s). 3 Move selected users from the Available Users to Selected Users using the appropriate arrow button. 4 View the Selected Users list. 5 Click Save to apply group settings. 6 If desired, Delete the call pickup group. When a Call Pickup group is created it will appear on the Call Pickup page similar to image 5.3. Image 5.3 On this page you can: Click Edit to make changes to an existing group. Add a group 8

83 Instant Conference Instant Conference Instant Conference allows a user to call the phone number assigned to an instant group call group and alert all members in the group. As the members answer, they are joined into a multi-way conference. Instance Conference members can be part of the same group or can have external phone numbers. Use image 53. and the following instructions to configure this feature. Click Instance Conference s View/Edit arrow. Image 53. Click Edit. The Edit Instant Conference page similar to image 53. will load Image 53. Modify the Instance Conference name. Check to enable a maximum time for instant conference call to go unanswered. 3 Enter the number of minutes for the maximum time for unanswered calls. 4 Enter numbers or those that should included in the Instant Conference. 5 Click Save to apply any changes. Additional Instant Conference Groups can be created and edited at any time. 83

84 Music On Hold Music On Hold Music On Hold gives the ability to play standard or custom music while callers are on hold or parked. Use image 54. and the following instructions to configure this feature. Click Music On Hold s View/Edit arrow Image 54. Select On or Off. 3 Select to use the system s default music. 4 Select to use a customized WAV file. The file used for your custom hold music must be a.wav file, and cannot be larger than 4.5 megabytes. 5 Use to upload your own WAV file. 6 Click Save to apply your settings. 84

85 Series Completion Series Completion Series Completion is used to create an ordered list of phone lines that can be used to reroute calls when the dialed phone line is busy. These calls will overflow to the next phone line in the list until the call is picked up or the end of the list is reached. Use image 55. and the following instructions to configure this feature. Click Series Completion s View/Edit arrow. Image 55. Click Add. Clicking Add will load the Add Series Completion page similar to image Image 55. Enter a Series group name. View and select the available user(s). 3 Move selected users from the Available Users to Assigned Users using the arrow buttons. 4 View the users that will be included in the Series Completion list in the Assigned Users box. Note: Call routing attempts are performed in the same sequence the numbers appear in the Assigned Users box. 5 Click Save to apply group settings. 85

86 Series Completion When a series completion list is created it will appear on the Series Completion page similar to image Click Edit to make changes to an existing series completion list. Click Delete to remove a series completion list from service. Image 55.3 Repeat the add series completion process to configure additional Series Completion lists. 86

87 Time Schedule Time Schedule Time Schedules created in the Group tab are available to all lines associated to the group. Use image 56. and the following instructions to configure this feature. Click Time Schedule s View/Edit arrow after clicking the Group tab. Image 56. Note: Business Hours Schedule and Holiday Schedules are configured using the same process. Click Add to create a schedule. Clicking Add will load a page similar to image 56.. Name the schedule and click Save (see in image 56.). Image 56. Clicking Save will add an empty event list to the page similar to image Image 56.3 Click Add (see in image 56.3) to configure an event. Continued on the following page. 87

88 Time Schedule Clicking Add Schedule Event will load a page similar to image Image 56.4 Fill in each field with the desired entry for this rule. Choose a Schedule Name. Choose a Start Date and Start Time. 3 Choose a End Date and End Time. 4 Choose the rate at which this schedule will need to repeat. 5 Choose how often this schedule will recur. 6 Place a check on all the days that should use this schedule. 7 Choose how long you wish to have this schedule be available for use. When finished, proceed by: 8 Click Save to create event. OR 9 Click Cancel to stop creating event. Continued on the following page. 88

89 Time Schedule Clicking Save will return you to the Add Hour Schedule page and the event will be displayed in the Add Schedule view similar to image To add additional time schedules, click Add (see in image 56.5) and repeat the steps as above. To delete a time schedule, check the box next to the schedule s name (see in image 56.5) and click Delete (see 3 in image 56.5). To make changes to an existing time schedule, click Edit (see 4 in image 56.5). When finished, click Save (see 5 in image 56.5). Image 56.5 Once a schedule has been created, it is displayed on the main Time Schedule page similar to image Image 56.6 To add additional time schedules, click Add (see in image 56.6) and repeat the steps as above. To delete a time schedule, check the box next to the schedule s name (see in image 56.6) and click Delete (see 3 in image 56.6). To make changes to an existing time schedule, click Edit (see 4 in image 56.6). 89

90 GROUP Time ADMINISTRATION Schedule Group Administration The Group Administration section (see in image 57.) provides a convenient location to manage users and phone lines. Image 57. The following sections will discuss how to manage users and the settings that apply as a group to those accounts. 90

91 Manage Lines Manage Lines Manage Lines provides functionality to update phone line user assignments and outbound Caller ID information. Use image 58. and the following instructions to configure this feature. Click Group Administration s View/Edit arrow. Click the desired line s Edit button. Clicking Edit will load the Edit Line page similar to image 58.. Image Modify the First Name. Image 58. Modify the Last Name. 3 Modify the number that recipients see as this line s phone number on outgoing calls. This can be different from the actual line. 4 Click Save to apply any changes. 9

92 Manage Users Manage Users Manage Users contains settings for managing individual user rights and password settings. Use image 59. and the following instructions to configure this feature. Click Manage Users View/Edit arrow Image 59. This page gives you the ability to delete a user and edit a user s configuration. DELETE A USER Select a user by clicking the box that corresponds next to their user name (see in image 59.). Click Delete User (see 3 in image 59.). ADD A USER Click Add User (see 4 in image 59.) to add a user. An image similar to image 59. will load. Continued on the following page. EDIT A USER Click the desired user s Edit button (see 5 in image 59.). An image similar to image 59. will load. Continued on the following page Note: The process to Add a User and to Edit a User uses essentially the same procedure and is represented on the following page using image

93 ADD Manage OR EDIT Users A USER Clicking Add User or Edit will load the Edit User page similar to image Image 59. View the phone number of the user account being updated. Update this user account s portal password. 3 Re-enter the updated user account s new portal password. 4 Modify the user account s password recovery . 5 Check to assign this user administrative rights. 6 Check to assign this user contact center manager rights. 7 View and select extension numbers available to be assigned to this user. 8 Use the appropriate arrow button to move the extension numbers. 9 View and select extension numbers assigned to this user. 0 Click Save to apply any changes. 93

94 CONTACT Manage CENTER Users Contact Center Due to the complex nature of our Call Center product, a separate series of guides has been prepared to help you administer and use the numerous features and settings. Image 60. Click Contact Center to configure the Contact Center. Click Training to access guides on the Contact Center. These guides will be under the section labeled Contact Center. 94

95 Manage SUPPORT Users Support The Support tab provides access to product documentation including links and support information for additional applications that may be included with your voice services. Use the following instructions to configure access the Support tab. Click Support on the navigation bar. This will load the Support page similar to image 6. Image 6. Note: Not every user will see the same options in the Support screen, but image 6. contains the most common elements available to every user. This page will provide access to: A brief FAQ A Feature Guide Your Subscriber Agreement An E9 legal notice Note: As mentioned earlier, these documents can change at any time. Please contact your provider for additional information. The Apps section of this page will contain information about any applications you are using with your telephone system. 95

96 Manage TRAINING Users Training The training tab contains a series of short video presentations and demonstrations of our most-used features and services. There is also documentation designed to further supplement the video tutorials. To access the Training page, select the Training tab (see in image 6.) in the navigation bar. This will load the Training page similar to image 6.. Image 6. Click the links next to any of the features to view the content associated with of those subject matters. Refer back to the Training section often, as new tutorials and documentation will be added as needed. 96

97 MANAGE Manage LOCATIONS Users Manage Locations If a company has multiple locations, a user can switch between the locations using the Manage Locations tab (see in image 63.). Use image 63. and the following instructions to configure this feature. Click Manage Locations on the navigation bar. Image 60. Selecting the Manage Location tab will display a page similar to image Image 63. Select the location you wish to manage. Click Go to switch to the new location selection. 3 Click Edit to update a location name. Edit Location Name Clicking Edit (see 3 in image 63.) will load a page similar to image 64.. Image 64. Enter a new Location Name. Click Save to apply the change. 97

98 SEARCH Manage FOR A Users LOCATION Search for a Location Use image 65. and the following instructions to configure this feature. Image 65. Enter a name or number in the Search. Click the arrow. Image 65. displays an example search with one result returned. Image 65. Click View Result for direct access to the line s configuration page. 98