Portal Feature Guide

The portal can be viewed in dark and normal mode to enable better viewing in different light cond...

You must create the customer before activating any of the customer features. This c...

Add Wizard can be found under the features menu on the left-hand side. The Add Person option...

Once you have set up the extension and handset, it will be connected to our server, and the new e...

Select the Extension you have just created.  This can be found under Features - Extensions. You ...

Setting up the customer is one of the most vital parts of keeping your customers safe. As part of...

Hunt Groups is under Features - Hunt Groups under the left side menu. A Hunt Group is used to ca...

Everything we do, we try to design around you and your clients. Don’t forget if you want to add a...

Add Wizard can be found under the features menu on the left-hand side. The Add Person option all...

Alerts can be used for several vital notifications and are one of the best ways to monitor expens...

Call recording bundles can be found under Features - Call Recording Bundles. There are several...

Under call recording bundles, you can now have the call recording transcribed.   To perform this ...

Call Recording can be found under Features - Call Recordings. Call recording is helpful for trai...

Classes of Service can be found under Features - Classes of Service. This feature allows you to ...

Conferences can be found under Features - Conferences. Conferencing is integrated into the s...

Extensions or Telephone Accounts are a key part of the hosted telephone network. This section all...

Extension hot desks are on the left side of the menu under Features - Extension - Hot Desk. This...

Feature Codes can be found under Features - Feature Codes. Feature Codes work similarly to Numbe...

Standard Feature Codes on our System The following Feature Codes are integrated into our system....

This setup will include multiple menu options. All options can be found under the Feature menu. ...

Whenever you see the ‘Route calls to’ or Destinations in IVRs, please note that there are always ...

A Hunt Group is used to call more than one telephone extension. There can be different levels in ...

IVR Menu stands for Integrated Voice Response Menu. The telephone system sends a message, and the...

Mailboxes can be found under Features—Messages—All Mailboxes. Here, you can see the available mai...

It's now possible to have your voicemail messages attached to an email and sent to you, and you c...

Setting up public telephone numbers so that anyone worldwide can contact you is a perfect way to ...

Page groups can be found under Features - Page Groups. To make page extensions and their speaker...

This section can be found under Features—People. Here, you can add people who can log in to the s...

You can enable Multi-Factor Authentication by navigating to the People tab on the portal. Go to ...

Pickup groups can be found in the menu under Features - Pickup Groups. Pickup Groups are used to...

Queues are a great way to control high volumes of calls around an office where' agents' are avail...

Speed Dial can be found on the menu under Features - Speed Dials. This is to share speed dials be...

Text-to-speech allows the creation of sound files using computer-generated voices to read out you...

Time and date routes can be found on Features—Times and Dates. This can automate some system chan...

The Telephone Preference Service is a list of numbers held by DMA (Data & Marketing Association)....

This function can be found under Features Advanced - The Blacklist. The Blacklist is designed ...

Cloud Phonebook can be found under the Feature Advanced tab.  First, you need to activate ...

This can be found under Features Advanced - Disaster Recovery. This is an important feature as i...

Feature prefixes can be found under Features Advanced - Feature Prefixes. This is used to create...

Import users can be found under advanced features in the left-hand menu. This feature can be used...

This section will guide you through activating an Extension for MobeX client applications. Curren...

This feature is found under Features Advanced and is used for uploading Music On Hold for the sys...

Found under Features Advanced Pattern Menus, customers can dial through the system using this ser...

One of the easiest ways to set up many handsets is to use the auto-provision function built withi...

This feature can be found under Features Advanced - Remote Access. This service would typically ...

Sounds can be found under Features Advanced - Sounds. Sounds is a great way to upload WAV sound ...

A web URL notification is a way of pushing a signal to somewhere else, like a webpage or another ...

Active calls can be found under Reports - Active calls. Active calls give you an overview of cal...

Analytics can be found under Reports - Analytics. Analytics is a great way of finding detailed r...

Audit log can be found under Reports - Audit Log. This log gives information about changes that h...

Call history is available under Reports—Call History. This report provides detailed information a...

Call Surcharges can be found on the left-hand side under reports, then Call Surcharges. Call S...

CDR Download can be found under Reports - CDR Download. CDR (Call Data Records) are the full rec...

Commerce for reports can be found under Reports - Commerce. Depending on the amount of dat...

This section will help you see what customers you have that are missing vital information about...

Re-write the CLI to remove surcharge costs on diversion/transfer, plus international CLI display ...

Extensions for reports can be found under Reports - Extensions Registration Status You can se...

Invoices can be found under Reports - Invoice. When you enter this screen, you can select the ...

People reports can be found under Reports - People. You can select the type of role you woul...

Queue Agent History can be found under Reports - Queue Agent History. A history report can show ...

Top Lists can be found under Reports - Top Lists. These reports will give you a grouped idea of ...

Transactions can be found under Reports—Transactions. These are all the one-off and monthly servi...

View rate plan can be found under Reports - View Rate Plan. This will allow you to see exactly w...

Widget Wallboards can be found under Reports - Widget Wallboards. Here, you can build a customis...

A feature code can be a great way to set up a manual ad-hoc divert or have more than 1 option as ...

All Mailboxes All mailboxes can be found under Messages—All Messages. Here, you can find all mes...

Faxes can be found under Messages - Faxes. Here you can find all Fax Messages that could be stor...

SMS can be found under Messages - SMS. SMS stands for Short Message Service. An SMS can be 160 c...

Voicemails can be found under Messages - Voicemails. Here, you can find all th...

To do this, go to Actions > Make a call. Then, complete the fields below and press ‘Call.’ You c...

To send an electronic document to a fax machine, go to Actions - Send a fax. You must attach a d...

Send Message can be found under Actions, Send Message. This allows you to send internal messages...

You can send an SMS via the portal just like you can from a mobile phone. Go to Actions—Send SMS,...

The Reception Console is a quick and easy way for someone handling large volumes of calls to drag...