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References

Listed below is all the known content in the system that links to this item.

Extension - Hot Desk

Portal Feature Guide Features

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

Feature Codes

Portal Feature Guide Features

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

Set Number Routing by Feature Code

Portal Feature Guide Features

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

Hunt Groups - Advanced Settings

Portal Feature Guide Features

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

IVR Menus

Portal Feature Guide Features

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

Times and Dates

Portal Feature Guide Features

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

Disaster Recovery

Portal Feature Guide Features Advanced

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

Import Users

Portal Feature Guide Features Advanced

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

Music On Hold

Portal Feature Guide Features Advanced

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

Pattern Menus

Portal Feature Guide Features Advanced

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

Remote access

Portal Feature Guide Features Advanced

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

Sounds

Portal Feature Guide Features Advanced

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

Web URLs

Portal Feature Guide Features Advanced

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

Analytics

Portal Feature Guide Reports

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

Customer E999

Portal Feature Guide Reports

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

Route Calls To - Default Destinations Options (including dial features)

Portal Feature Guide Features

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

Send a Fax

Portal Feature Guide Actions

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

Send SMS

Portal Feature Guide Actions

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

Manual Routing using feature codes & how to set them up.

Portal Feature Guide Programming Examples

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

Customers - PAI

Portal Feature Guide Reports

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

SMS

Portal Feature Guide Messages

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

Make a call via the portal

Portal Feature Guide Actions

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

Alerts - Get Notified

Portal Feature Guide Features

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

Call Recording Bundles

Portal Feature Guide Features

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

Call Recording - Basic recording system

Portal Feature Guide Features

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

Conferences - (Voice)

Portal Feature Guide Features

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

Queues

Portal Feature Guide Features

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

Add User - Using the Add Wizard

Portal Feature Guide Basic Setup

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

Numbers

Portal Feature Guide Basic Setup

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

Emergency Services Database Completion

Portal Feature Guide Basic Setup

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

Hunt Groups

Portal Feature Guide Basic Setup

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

Setting up a Customer’s Account

Portal Feature Guide Basic Setup

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

Extensions - Advanced Settings

Portal Feature Guide Features

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