smallbusiness guide
SMALL BUSINESS USER GUIDE
TABLE OF CONTENTS
Anonymous Call Rejection 4
Anywhere 5
Call Block 6
Call Forwarding 7
Call Logs 8
Call Return 8
Call Transfer 8
Call Waiting 9
Caller ID 9
Do Not Disturb 10
Find Me 11
Last Number Redial 12
Privacy 12
Speed Dial 13
Three-way Calling 13
Voicemail 14
Voicemail To Email 15
Voicemail Greetings 16
Voicemail Distribution Lists 17
Voicemail Pin Reset 17
4 | ANONYMOUS CALL REJECTION
ANYWHERE | 5
ANONYMOUS CALL REJECTION
ANYWHERE
Reject incoming calls that have blocked their directory or identification
information. Anonymous callers will hear an intercept message when they call.
Make business calls from any phone, anytime, anywhere. Move calls from
one device to another without hanging up, and accesses business features
regardless of the device being used.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Anonymous Call Rejection
4. Click On to Enable / Click Off to Disable
5. Click Save
TELEPHONE INSTRUCTIONS
1. Dial *77 to Enable / Dial *87 to Disable
2. Listen for a confirmation message
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Anywhere
4. Click Add
5. Enter 10-Digit Phone Number and Description
6. (OPTIONAL) Check to Enable / Uncheck to Disable:
· Alert all locations for Click-to-Dial Calls
· Outbound Alternate Phone Number
· Diversion Inhibitor
· Require Answer Confirmation · Call Control Services
7. Click Save
8. (OPTIONAL) Click Add from Selective Criteria tab
Select · Setup Options · Time Schedule · Holiday Schedule and · Call Policies
9. Click Save
NOTE: View Available Portal link displays a list of Anywhere Feature Control phone numbers.
Enables users to make outbound calls, while assuming the identity of their deskphone, as
well as swap calls between Anywhere devices from an Off-net number (mobile, landline, or
other VoIP line)
TELEPHONE INSTRUCTIONS
1. Dial appropriate Anywhere Feature Control phone number (skip step if using deskphone)
2. Dial *12 to Enable / Dial *13 to Disable
To swap active calls from one Anywhere-enabled device to a desk phone:
1. Dial appropriate 10-Digit Anywhere Feature Control phone number (skip step if using deskphone)
2. Dial *11
6 | CALL BLOCK
CALL FORWARDING | 7
CALL BLOCK
CALL FORWARDING
Reject calls that meet user-defined criteria and prevent unwanted calls.
Callers on Call Block list will receive an unavailable message.
Forward incoming calls to another number. Feature setting options include:
Call Forward Don’t Answer and Call Forward Busy Line, as well as Call
Forward Always and Call Forward Not Reachable, which can be used for
Disaster Recovery.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Call Block
4. Click Add
5. Enter Description
6. Select Reject Call / Do Not Reject Call
7. (OPTIONAL) Select · Time Schedule and · Holiday Schedule
8. Select preferences to trigger Call Block
(OPTIONAL) Enter up to twelve 10-Digit Phone Numbers (for each entry) to be blocked
9. Click Save
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Call Forwarding
4. Click On to Enable / Click Off to Disable the appropriate Call Forward option(s)
5. Enter the 10-Digit Phone Number for Call Forwarding destination
6. Select the appropriate number Rings before calls are forwarded
7. Click Save
8. (OPTIONAL) Click the View / Edit option following Call Forwarding Selective
Click On to Enable / Click Off to Disable Call Forwarding Selective
Enter Default Call Forwarding Number
Click On to Enable / Click Off to Disable Call Forwarding Ring Reminder
Click Add Call Forwarding Selective Criteria
Enter Description
Select · Forwarding Options · Time Schedule · Holiday Schedule · and Calls Policies
9. Click Save
TELEPHONE INSTRUCTIONS
Forward specific calls to specific locations based on user-defined criteria.
1. Dial *72 to Enable / Dial *73 to Disable Call Forward Always
Dial *94 to Enable / Dial *95 to Disable Call Forward Not Reachable
2. Enter the 10-Digit Phone Number for the Call Forwarding destination and press #
3. Listen for a confirmation message
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Call Forwarding Selective
4. Click On to Enable / Click Off to Disable
5. Enter default call forward to number
6. Click Add and enter Description
7. Select · Forward To Policy · Call Policies
8. (OPTIONAL) Select · Time Schedule · Holiday Schedule
9. Click Save
8 | CALL LOGS
CALL WAITING | 9
CALL LOGS
CALL WAITING
Review records of incoming and outgoing calls. Call Log information is
updated hourly.
Switch to new incoming calls while already on another call.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Call Logs from sidebar
3. Click Viewing and select Log type
CALL RETURN
Quickly dial the number of the last incoming call.
TELEPHONE INSTRUCTIONS
1. Dial *69
2. Automatically connects with the last incoming caller
CALL TRANSFER
Transfer calls to another employee or another phone number.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Call Transfer
4. Click On to Enable / Click Off to Disable
(OPTIONAL) Click On to Enable / Click Off to Disable:
· Diversion Inhibitor for Blind Transfers
· Diversion inhibitor for Consultative Calls
· Busy Camp On service and set number of seconds (30 to 600)
5. Click Save
TELEPHONE INSTRUCTIONS
1. Press Transfer
2. Enter the appropriate transfer number
3. Press Transfer again
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Call Waiting
4. Click On to Enable / Click Off to Disable
5. Click Save
TELEPHONE INSTRUCTIONS
1. Dial *56 to Enable / Dial *57 to Disable
2. Listen for a confirmation message
3. Dial *70 and enter the appropriate 10-Digit Phone Number to Disable for one call
To Answer:
1. Sound will alert when there is another call
2. Press Flash to put the existing caller on hold and accept the other call
CALLER ID
Identify callers before answering the call. Block Caller ID information from
being delivered with Outbound Caller ID Block.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Caller ID
4. Click On to Enable / Click Off to Disable
5. Click Save
6. (OPTIONAL) Click the View / Edit option following Outbound Caller ID Block
Click On to Enable / Click Off to Disable
7. Click Save
TELEPHONE INSTRUCTIONS
1. Dial *68 to permanently Enable Outbound Caller ID Block / Dial *81 to permanently Disable
2. Dial *82 and the 10-digit Phone Number to Disable Outbound Caller ID Block for one call
Dial *67 and the 10-digit Phone Number to Enable Outbound Caller ID Block for one call
3. Listen for a confirmation message
10 | DO NOT DISTURB
FIND ME | 11
DO NOT DISTURB
FIND ME
Halt calls, pages or intercom messages. Callers will receive a busy
message and are sent to Voicemail. If Voicemail is not activated, callers will
receive a busy signal.
Forward calls to up to ten alternate locations. Incoming calls will be directed
to specified phone numbers.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Do Not Disturb
4. Click On to Enable / Click Off to Disable
5. (OPTIONAL) Check to Enable Ring Reminder / Uncheck to Disable
6. Click Save
TELEPHONE INSTRUCTIONS
1. Dial *78 to Enable / Dial *79 to Disable
2. Listen for a confirmation message
INTERNET INSTRUCTIONS
Find Me - Simultaneous Ring:
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Find Me - Simultaneous Ring
4. Click On to Enable / Click Off to Disable
5. Enter up to 10 Phone Number(s) / SIP URI addresses(s)
(OPTIONAL) Check to Enable / Uncheck to Disable:
· Do not ring my simultaneous ring numbers if I’m already on a call
· Answer Confirmation Required for selected entries
6. Click Save
7. (OPTIONAL) Click Add Simultaneous Ring Criteria
Select · Setup Options · Time Schedule · Holiday Schedule · and Calls Policies
8. Click Save
Find Me - Sequential Ring
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Find Me - Sequential Ring
4. Click On to Enable / Click Off to Disable
5. Enter up to 5 Phone Number(s) / SIP URI addresses(s)
(OPTIONAL) Check to Enable / Uncheck to Disable:
· Answer Confirmation Required
· Use Base Location First and Select Number of Rings for Base Location
· Continue the search process if the base location is busy
· Skip search process. Assumes forwarding and messaging are enabled
6. Click Save
7. (OPTIONAL) Click Add Simultaneous Ring Criteria
Select · Setup Options · Time Schedules · Holiday Schedule · and Calls Policies
8. Click Save
12 | LAST NUMBER REDIAL
SPEED DIAL | 13
LAST NUMBER REDIAL
SPEED DIAL
Quickly dial the number of the last outgoing call.
Add frequently dialed numbers for quick and simple access.
TELEPHONE INSTRUCTIONS
INTERNET INSTRUCTIONS
1. Dial *66
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Speed Dial
4. Click Add Contact
5. Enter First Name and Last Name of Speed Dial Contact
6. (OPTIONAL) Select Primary Phone type: · Home · Mobile or · Work
7. Select appropriate Speed Dial Code (codes 00 - 49 available)
8. Click Save
PRIVACY
Privacy options exclude phone numbers from organization Directory Lists,
Auto Attendant Extension Dialing, Auto Attendant Name Dialing and Phone
Status monitoring.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Privacy
(OPTIONAL) Check to Enable / Uncheck to Disable:
· Directory Privacy
· Auto Attendant Extension Dialing Privacy
· Auto Attendant Name Dialing Privacy
· Phone Status Privacy
4. Click arrows to move Available Users to Assigned Monitors to allow users to view phone status
5. Click Save
TELEPHONE INSTRUCTIONS
1. Dial *75 and wait for the tone
2. Dial appropriate Speed Dial Code followed by the user’s 10-Digit Phone Number
(Example: 03+800-555-1212)
3. Listen for a confirmation message
To Use Speed Dial:
1. Listen for a dial tone
2. Dial # followed by appropriate 2-digit Speed Dial Code
THREE-WAY CALLING
Speak with two people at the same time.
TELEPHONE INSTRUCTIONS
1. Press Flash while on active call
2. Dial the second person when dial tone sounds
3. Press Conference to bridge all calls
4. Press Flash again to add the original caller
14 | VOICEMAIL
VOICEMAIL
Send calls to a personal Voicemail while on another call, not at the office
or just too busy. Messages can be conveniently retrieved by phone, online
account or email.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Voicemail
4. Click On to Enable / Click Off to Disable
5. Check to Enable / Uncheck to Disable appropriate Voicemail options:
· Send All Calls to Voicemail
· Send Busy Calls to Voicemail
· Send Unanswered Calls to Voicemail
6. Click Save
To Access Messages:
1. Click the Account tab on the main login screen
2. Click Messages
3. Select Action · Play · Save · Forward · Delete or · Block Number
TELEPHONE INSTRUCTIONS
1. Dial *98
2. Enter default passcode 8642 and press # (first time setup)
3. Following passcode has expired prompt, enter a permanent passcode and press #
4. Re-enter permanent passcode and press #
5. Follow the rest of the prompts to record name and greetings
To Access Voicemail:
1. From On-Network Extension: Dial *98
From Off-Network Extension: Dial 10-Digit Phone Number and press * when greeting starts
2. Enter passcode and press #
Main Voicemail Menu Options:
[1] To access Voicemail
[3] Record name
[8] To change passcode
[9] To exit the voice portal
[#] To repeat this menu
Access Voicemail Options:
VOICEMAIL TO EMAIL | 15
[1] To listen to messages
[2] 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 CommPilot voice portal
[#] To repeat this menu
VOICEMAIL TO EMAIL
Receive voicemail messages via email for up to 5 email addresses.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Voicemail
4. Select Use Unified Messaging or Forward to this Email Address
5. (OPTIONAL) Enter destination Voicemail to Email Notification Address(es)
Enter up to five email addresses for Use Unified Messaging
Enter a single email address for Forwarding to this Email Address
Check to Enable / Uncheck to Disable Phone Message Waiting Indicator
6. Check to Enable / Uncheck to Disable additional Voicemail to Email options
· Notify me by Email of the new message of this address
· E-mail a carbon of the message to
· Transfer on ‘0’ to Phone Number
7. (OPTIONAL) Enter Email Address(es) / 10-Digit Phone Number following enabled option(s)
8. Click Save
16 | VOICEMAIL GREETINGS
VOICEMAIL DISTRIBUTION LISTS | 17
VOICEMAIL GREETINGS
VOICEMAIL DISTRIBUTION LISTS
Set busy and no answer greetings for callers sent to Voicemail.
Configure up to 15 distribution lists for sending messages from your voicemail voice portal.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Voicemail
4. Click Voicemail Greetings
5. Select System Greeting or Personal Greeting to assign Busy Greeting
(OPTIONAL) Click Choose File to upload custom greeting
Click Choose File in the popup window
Select appropriate file to be uploaded*
6. Select System Greeting or Personal Greeting to assign No Answer Greeting
(OPTIONAL) Click Choose File to upload custom greeting
Click Choose File in the popup window
Select appropriate file to be uploaded*
Upload up to three Alternate No Answer Greetings
(OPTIONAL) Enter Greeting Name
Click Choose File to upload custom greeting
Click Choose File in the popup window
Select appropriate file to be uploaded*
7. Select Number of rings before greeting
8. Click Save
NOTE: Custom greeting upload must be a wav file in CCITT u-Law, A-Law, 8kHz sampling
rate, or 8-bit Mono format and should not exceed 4.5 MB
TELEPHONE INSTRUCTIONS
1. Dial *98
2. Enter passcode and press #
Access Voicemail Options:
[2] To change mailbox busy greeting
[3] To change mailbox no answer greeting
[#] To repeat this menu
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Distribution List
4. Select appropriate Distribution List number 0 -14
5. Enter Description and Phone Number/SIP-URI
6. Click Add
7. Click Save
NOTE: Assigned number corresponds to the key that you must use in the voicemail voice
portal to use a given list
VOICEMAIL PIN RESET
Temporarily reset Voicemail PIN. Accessing voicemail with default passcode 8642 will prompt you to assign a new permanent passcode.
INTERNET INSTRUCTIONS
1. Login to online account
2. Click Settings
3. Click the View / Edit option following Reset Voicemail PIN
4. Click Reset
TELEPHONE INSTRUCTIONS
To Change Passcode:
1. Dial *98
2. Enter default passcode 8642 and press #
3. Following passcode has expired prompt, enter a permanent passcode and press #
4. Re-enter permanent passcode and press #
VERSION 3 .1
|
10 . 25 .12
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