Scope
The following steps will allow you to forward your calls from the dashboard. These steps will only apply to a single extension.
Items Needed
Any role access to Manager Portal
The steps to follow will vary depending on your user role
You can control outbound caller ID based on the number you enter for forwarding.
Only setting 10 digits for the forward number will send the caller ID of your office. (i.e. 305111234)
Prefixing the number with a 1 will send the caller ID of the original caller. (i.e. 13051111234)
You can call 611 or email [email protected] to have us perform the call forwarding for you. Please note that there is no guarantee as to how quickly we will make the change. For this reason we strongly recommend understanding the steps below.
Log into PBX Manager - For Simple, Basic and Call Center Agent Users
Using any web browser log into the Manager Portal
Login Name will be in the form of ext@domain (i.e. 1001@company)
Log into PBX Manager - For Office Manager and Call Center Supervisor Users
Using any web browser log into Manager Portal
Login Name will be in the form of ext@domain (i.e. 1001@company)
At the top right click on your name and then click on My Account
Option 1 - Edit Active Answering Rule
Using the navigation bar at the top click on Answering Rules
Find the Active answering rule. It will have the blue icon
Click on the Edit icon at the far right of the rule
Select the checkbox for Alwaysand enter the number or extension you want to forward to. This can be an internal or external number.
10-digit Phone Number: Overwrites Caller-ID to User's Caller-ID in the portal
11-digit Phone Number(1+): Does NOT overwrites the Caller-ID (Ex. 13051112222)
Click Save
Note: The call forward will only be in effect for as long as the rule is Active.
Option 2 - Create New Forwarding Answering Rule (Preferred)
Using the tabs at the top click on Time Frames
Click on Add Time Frame
Create the new TimeFrame
Name: Call Forward
When: Always
Click Sav
Using the navigation bar at the top click on Answering Rules
Click on Add Rule
Complete the new Answering Rule
Time Frame: Select the new rule (i.e. Call Forward)
Select the checkbox for Always and enter the number or extension you want to forward to. This can be an internal or external number.
10-digit Phone Number: Overwrites Caller-ID to User's Caller-ID in the portal
11-digit Phone Number(1+): Does NOT overwrites the Caller-ID (Ex. 13051112222)
Click Save
Using the up/down arrows at the left of the Answering Rules drag the new rule to the top
Unforward Calls
Once you wish to cancel the call forwarding either uncheck Always (option 1) or drag the new rule to the bottom (option 2).