Online Control Panel User Guide. Document Version 1.0

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1 Online Control Panel User Guide Document Version 1.0

2 Table of Contents 1 About This Guide Profile Access Profile Menu Profile Addresses Passwords Reset Your Password Holiday Schedule Add a Schedule Modify or Delete a Holiday Schedule Time Schedule Add a Schedule Modify or Delete a Time Schedule Call Policies Privacy Customize Privacy Incoming Calls Access Incoming Calls Menu Anonymous Call Rejection Turn Anonymous Call Rejection On and Off Calling Name Retrieval Turn Calling Name Retrieval On and Off Call Forwarding Always Turn Call Forwarding Always On and Off Call Forwarding Busy Turn Call Forwarding Busy On and Off Call Forwarding No Answer Turn Call Forwarding No Answer On and Off Call Forwarding Not Reachable Turn Call Forwarding Not Reachable On and Off Call Notify Activate or Deactivate a Call Notify Entry Add a Call Notify Entry Modify or Delete a Call Notify Entry Do Not Disturb Turn Do Not Disturb On and Off External Calling Line ID Delivery Turn External Calling Line ID Delivery On and Off Internal Calling Line ID Delivery CHARTER BUSINESS PAGE 2 OF 104

3 Turn Internal Calling Line ID Delivery On and Off Alternate Numbers (Distinctive Ring) Turn Distinctive Ring Feature On and Off Select Distinctive Ring Pattern Call Forwarding Selective Set the Default Forwarding Number Add a Call Forwarding Selective Call Entry Modify or Delete a Call Forwarding Selective Entry View, Activate, Deactivate Call Forwarding Selective Call Entries Priority Alert Activate or Deactivate a Priority Alert Add a Priority Alert Modify or Delete a Priority Alert Selective Acceptance Activate or Deactivate a Selective Acceptance Entry Add a Selective Acceptance Entry Modify or Delete a Selective Acceptance Entry Selective Rejection Activate or Deactivate a Selective Rejection Entry Add a Selective Rejection Entry Modify or Delete a Selective Rejection Entry Sequential Ring Configure Features of the Sequential Ring Service Add Sequential Ring Call Entries Modify or Delete Sequential Ring Call Entries View, Activate, or Deactivate Sequential Ring Call Entries Simultaneous Ring Personal Activate or Deactivate Simultaneous Ring Personal Add a Number or SIP-URI Address to Your Simultaneous Ring Personal List Edit or Delete Phone Number/SIP-URI Address from Simultaneous Ring Personal List 56 4 Outgoing Calls Automatic Callback Call Return Last Number Redial Calling Line ID Blocking Speed Dial View or Delete Speed Dial 100 Dialing Codes Set a Speed Dial 100 Code Modify a Speed Dial 100 Entry Personal Phone List View or Delete Phone List Entries Add an Entry to Your Personal Phone List CHARTER BUSINESS PAGE 3 OF 104

4 4.6.3 Modify or Delete an Entry in Your Personal Phone List Import a Comma-delimited Text File Call Control Access Call Control Menu Call Waiting Turn Call Waiting On and Off Customer Originated Trace Verify Assigned Feature Access Codes Directed Call Pickup Pick Up a Call at an Extension of Your Call Pickup Group Diversion Inhibitor Flash Call Hold Call Transfer Three-Way Call Remote Office Calling Plans Access Calling Plans Menu Outgoing Calling Plan Display Outgoing Calls You Can Place Display the Outgoing Calls You Can Forward Client Applications Call Manager Outlook Integration Messaging Access Messaging Menu Aliases View or Delete Your Aliases Add an Alias Distribution Lists Create a Distribution List Add or Delete a Distribution List Entry Greetings To Set the Busy Greeting To Set the No Answer Greeting Voice Portal Upload a Recorded Personalized Name Voice Management Activate and Set Up Voice Messaging Utilities Access Utilities Menu Enhanced Call Logs View Placed Calls CHARTER BUSINESS PAGE 4 OF 104

5 9.2.2 View Received Calls View Missed Calls Feature Access Codes View Your Feature Access Codes Group Directory View the Group Directory View or Print a Summary of the Group Directory View or Print a Phone List Enterprise Directory View the Enterprise Directory View or Print a Summary of the Enterprise Directory View or Print a Phone List Intercept User View Intercept User Status Index 103 CHARTER BUSINESS PAGE 5 OF 104

6 Table of Figures Figure 1 User Profile... 9 Figure 2 User Profile Figure 3 User Addresses Figure 4 User - Passwords Figure 5 Holiday Schedule Figure 6 Holiday Schedule Holiday Schedule Add Figure 7 Holiday Schedule Holiday Schedule Modify Figure 8 User Time Schedule Figure 9 Time Schedule Time Schedule Add Figure 10 Time Schedule Time Schedule Modify Figure 11 User Call Policies Figure 12 User Privacy Figure 13 User Incoming Calls Figure 14 Incoming Calls Anonymous Call Rejection Figure 15 Incoming Calls Calling Name Retrieval Figure 16 Incoming Calls Call Forwarding Always Figure 17 Incoming Calls Call Forwarding Busy Figure 18 Incoming Calls Call Forwarding No Answer Figure 19 Incoming Calls Call Forwarding Not Reachable Figure 20 Incoming Calls Call Notify Figure 21 Call Notify Call Notify Add Figure 22 Call Notify Call Notify Modify Figure 23 Incoming Calls Do Not Disturb Figure 24 Incoming Calls External Calling Line ID Delivery Figure 25 Incoming Calls Internal Calling Line ID Delivery Figure 26 Incoming Calls Alternate Numbers Figure 27 Incoming Calls Call Forwarding Selective Figure 28 Call Forwarding Selective Call Forwarding Selective Add Figure 29 Call Forwarding Selective Call Forwarding Selective Modify Figure 30 Incoming Calls Call Forwarding Selective (View) Figure 31 Incoming Calls Priority Alert Figure 32 Priority Alert Priority Alert Add Figure 33 Priority Alert Priority Alert Modify Figure 34 Incoming Calls Selective Call Acceptance Figure 35 Selective Call Acceptance Selective Call Acceptance Add Figure 36 Selective Call Acceptance Selective Call Acceptance Modify Figure 37 Incoming Calls Selective Call Rejection Figure 38 Selective Call Rejection Selective Call Rejection Add Figure 39 Selective Call Rejection Selective Call Rejection Modify Figure 40 Incoming Calls Sequential Ring Figure 41 Sequential Ring Sequential Ring Add Figure 42 Sequential Ring Sequential Ring Modify Figure 43 Incoming Calls Sequential Ring (View) Figure 44 Incoming Calls Simultaneous Ringing Personal Figure 45 Simultaneous Ring Personal Simultaneous Ring Personal Add Figure 46 Simultaneous Ringing Personal Simultaneous Ringing Personal Modify Figure 47 User Outgoing Calls Figure 48 Outgoing Calls Automatic Callback Figure 49 Outgoing Calls Call Return Figure 50 Outgoing Calls Last Number Redial Figure 51 Outgoing Calls Calling Line ID Delivery Blocking Figure 52 Outgoing Calls Speed Dial Figure 53 Speed Dial 100 Speed Dial 100 Add CHARTER BUSINESS PAGE 6 OF 104

7 Figure 54 Speed Dial 100 Speed Dial 100 Modify Figure 55 Outgoing Calls Personal Phone List Figure 56 Personal Phone List Personal Phone List Add Figure 57 Personal Phone List Personal Phone List Modify Figure 58 Personal Phone List Personal Phone List Import Figure 59 User Call Control Figure 60 Call Control Call Waiting Figure 61 Call Control Customer Originated Trace Figure 62 Call Control Directed Call Pickup Figure 63 Call Control Diversion Inhibitor Figure 64 Call Control Flash Call Hold Figure 65 Call Control Call Transfer Figure 66 Call Control Three-Way Call Figure 67 Call Control Remote Office Figure 68 User Calling Plans Figure 69 Calling Plans Outgoing Calling Plan (Originating Calls) Figure 70 Calling Plans Outgoing Calling Plan (Initiating Call Forwards) Figure 71 User Client Applications Figure 72 Client Applications Call Manager Figure 73 Client Applications Outlook Integration Figure 74 User Messaging Figure 75 Messaging Aliases Figure 76 Aliases Aliases Add Figure 77 Messaging Distribution Lists Figure 78 Distribution Lists Distribution Lists Add/Delete Figure 79 Messaging Greetings Figure 80 Messaging Voice Portal Figure 81 Messaging Voice Management Figure 82 User Utilities Figure 83 User Enhanced Call Logs (Placed Calls Tab) Figure 84 User Enhanced Call Logs (Received Calls Tab) Figure 85 User Enhanced Call Logs (Missed Calls Tab) Figure 86 Utilities Feature Access Codes Figure 87 Utilities Group Directory Figure 88 Utilities Group Directory Summary Figure 89 Utilities Group Directory Detail Figure 90 Utilities Enterprise Directory Figure 91 Utilities Enterprise Directory Summary Figure 92 Utilities Enterprise Directory Detail Figure 93 Utilities Intercept User CHARTER BUSINESS PAGE 7 OF 104

8 1 About This Guide The Charter Business Phone Online Control Panel User Guide is designed to assist users with all Online Control Planel functions. The Online Control Panel enables users to selfconfigure and manage group and personal features in real-time. Detailed instructions for each personal function and page can be found both in this guide and in the online help, available from the Help link on each web This guide assumes users are familiar with the procedures in the Online Control Panel Getting Started Guide. CHARTER BUSINESS PAGE 8 OF 104

9 2 Profile Use the User Profile menu page to manage your personal profile data. Once you ve logged into the system, the User Profile page appears, which is the user s Home At any time you can click Home to return to your Home Figure 1 User Profile Basic menu The User Profile Basic menu displays the items that all users can use including: Profile Addresses Passwords Holiday Schedule Time Schedule Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Call Policies (Call Policies can only be viewed. Contact Charter Business Customer Care if you need to allow international calling from your phone line) Privacy 2.1 Access Profile Menu When you log in, the User Profile menu page appears. This is your Home You can click Home to access this page from any other page in the Online Control Panel or click Profile from the Options list. CHARTER BUSINESS PAGE 9 OF 104

10 2.2 Profile Use this menu item on the User Profile menu page to modify your personal information. Information marked with an asterisk is required. You cannot edit read-only information. Figure 2 User Profile 1) On the User Profile menu page, click Profile. The User Profile page appears. 2) On the Profile page, position your mouse pointer in the text box to edit and click. Required data are indicated with an asterisk (*). Other data are optional. 3) Press DELETE on your keyboard to empty the field of its contents, or simply begin typing to enter new information. Input Box Name Required? Instructions Example Service Provider ID or Enterprise ID (Read only) Service provider or enterprise for your group. SP01 Group (Read only) Name of the group to which you belong. GP01 User ID (Read only) Your login ID. Joe123 Last Name Yes Your last name. Smith First Name Yes Your first name. Joe Calling Line ID Last Name Calling Line ID First Name (Read only) Last name that appears on caller ID. Smith (Read only) First name that appears on caller ID. Joe Calling Line ID Phone Number (see Note) (Read only) Optional Phone number that appears on caller ID. If the system administrator has enabled the Configurable Calling Line ID (CLID) for Emergency Calls, this number appears for emergency calls (for example, 911). If this number does not appear, the Group CLID appears for emergency calls Department (Read only) Your department. Finance Language Yes The language of your interface. English CHARTER BUSINESS PAGE 10 OF 104

11 Input Box Name Required? Instructions Example Time Zone Yes A drop-down list of time zones. (GMT-05:00) US Indiana Network Class of Service (Read only) The network class of service assigned to you, which determines how your calls are processed. Business Standard Additional Information Area Title No Your title. Marketing Director Pager No Your complete pager number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long-distance number within the U.S. Mobile No Your complete mobile phone number. If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a longdistance number within the U.S Yahoo ID No Your Instant Messaging Yahoo ID. Chatsalot88 No Your valid address in the format of Location No Your specific location (for example floor number or cubicle number). Address No Your street address; this is likely the company address. There are two lines for information such as a suite or office number. com 12 th Floor 123 Main Street Suite 701 City No Your city name. Baltimore State/Province No A drop-down list of states and Canadian provinces. MD Zip/Postal Code No Your zip or postal code Country No Your country. United States NOTE: The Calling Line ID Phone Number does not appear on the web page if your administrator did not configure this item using the command line interface (CLI). 4) Save your changes: click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 11 OF 104

12 2.3 Addresses Use this menu item on the User Profile menu to view your phone numbers and other identities that are used to make and receive calls. Figure 3 User Addresses NOTE: A sip alias or Session Initiation Protocol alias is the Internet equivalent of a phone number for voice communication. It is an advanced communication method that allows voice callers to talk to each other without using a standard 10 digit phone line. Charter Business does not support this calling method at the current time. On the User Profile menu page, click Addresses. The User Addresses page appears. The following table explains the items on this page: Input Box Name Required? Instructions Example Phone Number (Read-only) Your phone number Activation Status (Read-only) The activation status of the assigned phone number is displayed to the right of the number. The activation status is either Activated or Not Activated. The status is not shown if the phone number is set to None. Once your number is activated your phone (device) can be used to place calls; log in to the voice portal, receive voice messages, and so on. Activated Extension (Read-only) Your extension Aliases (Read-only) Up to three valid aliases to be used for URL dialing and other services. Or sip: broadsoft.com CHARTER BUSINESS PAGE 12 OF 104

13 2.4 Passwords 1) To display the previous page, click OK. The User Profile menu page appears. Use this menu item on the User Profile menu page to reset your password. Figure 4 User - Passwords Reset Your Password Use this procedure to reset your web access (Online Control Panel) or voice portal password. 1) On the User Profile menu page, click Passwords. The User Passwords page appears. 2) Click the button to indicate which password you are changing. To change the password that gets you into the Online Control Panel, click Set web access password. To change the password for your voice messaging/voice portal/voic options, click Set portal password. 3) Type your current password. Type the password exactly as you do when logging into the system, including capitalization. The password does not appear as you type on the keyboard; * appears for each character typed, for example, ******. 4) Type the new password. Enter the password exactly as you do when logging into the system, including capitalization. Web access passwords are alphanumeric combinations that must begin with a character. Portal passwords are numeric characters only. The password does not appear as you type on the keyboard; * appears for each character typed, for example ******. 5) Type the new password again. Re-type the new password exactly as it was typed the first time, including capitalization. 6) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous 2.5 Holiday Schedule Use this menu item on the User Profile menu page to create and manage custom holiday schedules. The User Holiday Schedule page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display CHARTER BUSINESS PAGE 13 OF 104

14 a manageable list. For more information on defining search criteria, see the Online Control Panel Getting Started Guide. Personal holiday schedules are used to configure the following services: Call Forwarding Selective, Call Notify,, Priority Alert, Selective Call Acceptance, Selective Call Rejection, and Sequential Ring. Figure 5 Holiday Schedule NOTE: The group holiday schedules are also shown on your Holiday Schedule Only a group administrator may edit/delete/create group level holiday schedules Add a Schedule Use this procedure to add a personal holiday schedule. 1) On the User Profile menu page, click Holiday Schedule. The User Holiday Schedule page appears. 2) Click Add. The User Holiday Schedule Add page appears. The holiday schedule is composed of holiday entries that include the holiday schedule name, the start date, and the end date. You can include up to twenty holidays in one schedule. 3) Type the name of the holiday schedule in the Holiday Schedule Name text box. 4) Type the name of the holiday that you want to give to the holiday entry. 5) For the Start Date box, either select the holiday start date using the calendar icon displayed next to the box or type the date in the required format (mm/dd/yyyy). 6) Optionally (if the holiday is more than a day long), enter the holiday end date: either select the date using the calendar icon displayed next to the box or type the date in the required format (mm/dd/yyyy). 7) Repeat steps 4 through 6 for each entry to add to the schedule. 8) To save your changes and display the previous page, click OK. CHARTER BUSINESS PAGE 14 OF 104

15 Figure 6 Holiday Schedule Holiday Schedule Add Modify or Delete a Holiday Schedule Use this procedure to modify or delete a holiday schedule. Figure 7 Holiday Schedule Holiday Schedule Modify 1) On the User Profile menu page, click Holiday Schedule. The User Holiday Schedule page appears. 2) Click Edit in the row for the holiday schedule you want to modify or delete. The User Holiday Schedule Modify page appears. 3) To delete a holiday schedule, click Delete. The schedule is deleted and the User Holiday Schedule page appears. WARNING: This action cannot be undone. Once you click Delete, the schedule is permanently deleted. CHARTER BUSINESS PAGE 15 OF 104

16 4) To modify the schedule, change the information as required. 5) To save your changes and display the previous page, click OK. 2.6 Time Schedule Use this menu item on the User Profile menu page to: Add a Schedule Modify or Delete a Time Schedule The User Time Schedule page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the Online Control Panel Getting Started Guide. Personal time schedules are used to configure the following services:, Selective Call Forwarding, Call Notify,, Priority Alert, Selective Call Acceptance, Selective Call Rejection, and Sequential Ring. Figure 8 User Time Schedule NOTE: The group time schedules are also shown on your Time Schedule Only a group administrator may edit/delete/create group level Time Schedules. CHARTER BUSINESS PAGE 16 OF 104

17 2.6.1 Add a Schedule Use this procedure to add a personal schedule. Figure 9 Time Schedule Time Schedule Add 1) On the User Profile menu page, click Time Schedule. The User Time Schedule page appears. 2) Click Add. The User Time Schedule Add page appears. The time schedule is composed of call entries that include the day of the week, the start time, the end day, and the end time. 3) Type the name of the schedule in the Time Schedule Name text box. 4) From the Start Day drop-down list, select the day to start the entry. 5) Type the start time, and select AM or PM from the drop-down list (if required by the time format). 6) From the End Day drop-down box, select the end day of the entry. 7) Type the end time, and select AM or PM from the drop-down list (if required by the time format). 8) Repeat steps 4 through 6 for each entry to add to the schedule. 9) To save your changes and display the previous page, click OK Modify or Delete a Time Schedule Use this procedure to modify or delete a time schedule. CHARTER BUSINESS PAGE 17 OF 104

18 Figure 10 Time Schedule Time Schedule Modify 1) On the User Profile menu page, click Time Schedule. The User Time Schedule page appears. 2) Click Edit in the row for the entry. The User Time Schedule Modify page appears. 3) To remove the time schedule click Delete. The entry is deleted and the User Time Schedule page appears. WARNING: This action cannot be undone. Once you click Delete, the schedule is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. 2.7 Call Policies Use this menu item on the User Profile page to configure Call Policies. The Connected Line Identification Presentation (COLP) service is used to maintain the privacy of the connected line identity for the destination of a redirected call. This allows users who forward their calls to a personal number (for example, a mobile phone) to (optionally) keep this number private and use their business number as a connected line identity. This service is also applicable to other call redirection services such as Hunt Groups, where the pilot number can be delivered as a connected line identity instead of the agent s number. The Connected Line Identification Privacy on Redirected Calls option can be set to a value of No privacy, Privacy for external calls, or Privacy for all calls. The default value is No privacy. CHARTER BUSINESS PAGE 18 OF 104

19 2.8 Privacy Figure 11 User Call Policies 1) On the User Profile menu page, click Call Policies from the Advanced menu. The User Call Policies page appears. 2) Select the privacy setting for Connected Line Identification Privacy on Redirected Calls. 3) For Connected Line Identification Privacy on Redirected Calls, select one of the following options: No Privacy This is the default value. When set to this option, the redirecting party allows the Connected Line Identification Presentation (COLP) of the redirect destination to be sent to the remote party. Privacy for External Calls When this option is selected, the redirecting party allows the COLP of the redirect destination to be sent to the remote party only when the remote party is in the same group/enterprise as the redirecting party. If the remote party is not in the same group/enterprise as the redirecting party (in other words, is viewed as a network subscriber), then the COLP sent to the remote party is the COLP of the redirecting party, and not the COLP of the redirect destination. Privacy for All Calls When this option is selected, the redirecting party never allows the COLP of the redirect destination to be sent to the remote party. The COLP sent to the remote party is always the COLP of the redirecting party, and not the COLP of the redirect destination. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous The Privacy service allows you to exclude yourself from group and enterprise directory listings. You can also select members in an enterprise or group who are allowed to monitor your phone status. These selected members can view your phone status even if you enable phone status privacy Customize Privacy Use this menu item on the User Profile page to configure the Privacy service. By default, all user names and numbers appear in group and enterprise directory listings. These listings are accessible via the User Utilities menu and the Call Manager CHARTER BUSINESS PAGE 19 OF 104

20 Group/Enterprise tab. The Profile Privacy menu page allows you to eliminate your name from these directory listings. NOTE: The Privacy service hides your name and number from other users in your own group/enterprise and from group administrators. It does not hide it in Lightweight Directory Access Protocol (LDAP) listings or Outlook listings, nor does it remove it from people s personal directories. The User Privacy page is a list page that contains an advanced search. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the Online Control Panel Getting Started Guide. Figure 12 User Privacy 1) On the User Profile menu page, click Privacy from the Advanced menu. The User Privacy page appears. 2) To turn on your privacy status, select Enable Directory Privacy. This prevents the users in your group or enterprise from seeing your phone status. With privacy enabled, when another user does a directory listing, your name and information do not appear. With privacy disabled, your name appears as usual. 3) To exclude yourself from phone status monitoring, select Phone Status Privacy. 4) To add users, move users from the Available Users column to the Assigned Monitors column. In the Available Users column, select the users. You can select some or all of the items in a column. Item names are listed in alphabetical order. To select several items in sequential order, click the first name, hold down the SHIFT key on the keyboard, and click the last name. To select several items, but not in a particular order, click the names while holding down the CTRL key on the keyboard. CHARTER BUSINESS PAGE 20 OF 104

21 To add the selected users to the display, click Add >. To move all users (unselected) at once, click Add All >>. 5) To remove users from the display, move users from the Assigned Monitors column to the Available Users column. In the Monitored Users column, select the users. To remove the selected users from the display, click Remove <. To move all users (unselected) at once, click Remove All <<. NOTE: The Add > and Add All >> buttons always move items from a column on the left to a column on the right. The Remove < and Remove All << buttons always move items from a column on the right to a column on the left. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 21 OF 104

22 3 Incoming Calls Use the User Incoming Calls menu page to manage incoming calls, for example, call forwarding or screening your calls. Figure 13 User Incoming Calls The following list of menu items includes all existing functions and services, although you may not see all of them on your User Incoming Calls menu Your User Incoming Calls page displays menu items that you can use only if such items have been assigned to them. Contact Charter Business Customer Care to have additional functions or services added to your account. The User Incoming Calls menu page contains these menu items: Basic menu This menu displays menu items that all users can use: Anonymous Call Rejection Calling Name Retrieval Call Forwarding Always Call Forwarding Busy Call Forwarding No Answer Call Forwarding Not Reachable Do Not Disturb Call Notify External Calling Line ID Delivery Internal Calling Line ID Delivery Advanced services CHARTER BUSINESS PAGE 22 OF 104

23 This menu displays the menu items that users can use only if such functions have been assigned to them: Alternate Numbers Call Forwarding Selective Priority Alert Selective Acceptance Selective Rejection Sequential Ring Simultaneous Ring 3.1 Access Incoming Calls Menu To access the User Incoming Calls menu page, click Incoming Calls in the Options list. 3.2 Anonymous Call Rejection Turn Anonymous Call Rejection On and Off Use this menu item on the User Incoming Calls page to turn Anonymous Call Rejection on and off. The Anonymous Call Rejection service allows you to reject calls from callers who have blocked the identification of their phone numbers. Figure 14 Incoming Calls Anonymous Call Rejection 1) On the User Incoming Calls menu page, click Anonymous Rejection. The User Anonymous Call Rejection page appears. 2) For Anonymous Call Rejection, check On. To turn it off, check Off. When on, Anonymous Rejection rejects calls from callers who have chosen to block the identification of their phone numbers. The caller hears a message notifying that his/her call is being rejected. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 23 OF 104

24 3.3 Calling Name Retrieval Turn Calling Name Retrieval On and Off Use this menu item on the User Incoming Calls page to turn Calling Name Retrieval on and off. The Calling Name Retrieval service allows you to retrieve the names of callers from the network. Figure 15 Incoming Calls Calling Name Retrieval 1) On the User Incoming Calls menu page, click, Calling Name Retrieval. The User Calling Name Retrieval page appears. 2) To enable Calling Name Retrieval, check On. To disable it, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous If any of the following services are configured, Call Name Retrieval does not retrieve the caller s information: Anonymous Call Rejection Call Forwarding Busy Call Forwarding Always Call Forwarding Selective Do Not Disturb Selective Call Acceptance Selective Call Rejection Incoming Plan Lawful Intercept Terminator Service Intercept User Service CPL Service CHARTER BUSINESS PAGE 24 OF 104

25 3.4 Call Forwarding Always Turn Call Forwarding Always On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding Always on and off. The Call Forwarding Always service allows you to redirect all your calls to another number. NOTE: If access to Call Manager is included with your service, you can access the Call Forwarding Always page by clicking the CFA link on your Call Manager When the CFA is activated, this service is on. When it is not activated, it is off. As well, you can access Call Forwarding Always from the Voice Portal service. Figure 16 Incoming Calls Call Forwarding Always 1) On the User Incoming Calls menu page, click Call Forwarding Always. The User Call Forwarding Always page appears. 2) To enable Call Forwarding Always, check On. To disable it, check Off. 3) Type the number or SIP-URI address to forward your calls to in the Calls Forward to text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) To cause a short ring burst to be played at your office phone when a call is forwarded, check Play Ring Reminder when a call is forwarded. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 25 OF 104

26 NOTE: You can modify this information at any time. Remember to save your changes. 3.5 Call Forwarding Busy Turn Call Forwarding Busy On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding Busy on and off. The Call Forwarding Busy service allows you to redirect your calls to another number or SIP-URI when you are engaged in a call. Figure 17 Incoming Calls Call Forwarding Busy 1) On the User Incoming Calls menu page, click Call Forwarding Busy. The User Call Forwarding Busy page appears. 2) To enable Call Forwarding Busy, check On. To disable it, check Off. 3) Type the number or SIP-URI to forward your calls to in the Calls Forward to text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous NOTE: You can modify this information at any time. Remember to save your changes. CHARTER BUSINESS PAGE 26 OF 104

27 3.6 Call Forwarding No Answer Turn Call Forwarding No Answer On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding No Answer on and off. The Call Forwarding No Answer service allows you to redirect your calls to another number or SIP-URI when you do not answer after a certain number of rings. NOTE: Other services, such as Messaging, share this setting and if it is changed in one service, that change affects all other services. Figure 18 Incoming Calls Call Forwarding No Answer 1) On the User Incoming Calls menu page, click Call Forwarding No Answer. The User Call Forwarding No Answer page appears. 2) To enable Call Forwarding No Answer, check On. To disable it, check Off. 3) Type the number or SIP-URI address to forward your calls to in the Calls Forward to text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) From the Number of rings before forwarding drop-down list, select the number of rings before forwarding. 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous NOTE: You can modify this information at any time. Remember to save your changes. CHARTER BUSINESS PAGE 27 OF 104

28 3.7 Call Forwarding Not Reachable Turn Call Forwarding Not Reachable On and Off Use this menu item on the User Incoming Calls page to turn Call Forwarding Not Reachable on and off. The Call Forwarding Not Reachable service allows you to forward all your incoming calls to a different phone number or SIP-URI when the Charter Business hardware device is not accessible by the Charter Business Phone network for any reason. Note that the address (phone number or SIP-URI) you forward your calls to, must be permitted by your Outgoing Calling Plan. You can also set the phone number or SIP-URI to forward to, using a feature access code via the voice portal. NOTE: Other services, such as Messaging, share this setting and if it is changed in one service, that change affects all other services. Figure 19 Incoming Calls Call Forwarding Not Reachable 1) On the User Incoming Calls menu page, click Call Forwarding Not Reachable. The User Call Forwarding Not Reachable page appears. 2) To enable Call Forwarding Not Reachable, check On. To disable it, check Off. 3) Type the number or SIP-URI address to forward your calls to in the Calls Forward to phone number/sip-uri text box (dashes, parentheses, or spaces are not necessary). If this number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance calls within the U.S. This is required information when the service is on. The text box must be populated with a valid phone number. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous NOTE: You can modify this information at any time. Remember to save your changes. CHARTER BUSINESS PAGE 28 OF 104

29 3.8 Call Notify Use this menu item on the User Incoming Calls page to: Activate or Deactivate a Call Notify Entry Add a Call Notify Entry Modify or Delete a Call Notify Entry The Call Notify service allows you to receive an notification when you receive a call Activate or Deactivate a Call Notify Entry Use this procedure to activate or deactivate an existing Call Notify entry. The entry specifies the where a message is to be sent to notify you of an incoming call during a specific time schedule when it is activated. No notification is sent to an entry that is deactivated. Figure 20 Incoming Calls Call Notify 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears. 2) Check the Active check box beside the selection to activate. To deactivate this selection, uncheck the Active check box. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous NOTE: The Call Notify service is dependent on the Calling Line ID (external and internal) services. If Calling Line ID is not enabled, the caller s name and number are not included in the Call Notify . CHARTER BUSINESS PAGE 29 OF 104

30 3.8.2 Add a Call Notify Entry Use this procedure to add an address where you want to receive notification of an incoming call. Figure 21 Call Notify Call Notify Add 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears. 2) Type the address to send the notification to in the Send to text box. 3) Click Apply to save your changes. 4) Click Add. The User Call Notify Add page appears. 5) In the * Description text, type a description of the phone numbers in this selection. 6) Check Notify to receive a notification for calls that satisfy the criteria specified in this entry, or check Do not notify if you do not want to receive a notification for call that satisfy the criteria specified in this entry. 7) Select the time schedule to use this service from the drop-down list. 8) Select the holiday schedule to use this service from the drop-down list. NOTE: Define your time schedules on the User - Time Schedule page and define your holiday schedules on the User Holiday Schedule 9) Select from the following: To receive notifications of calls from any phone number, select Any phone number To receive notifications of calls from defined telephone numbers, select Following phone numbers and To receive notifications from any private phone number, select Any private number To receive notifications of calls from any unavailable phone number, select Any unavailable number CHARTER BUSINESS PAGE 30 OF 104

31 To receive notifications of calls from specific phone numbers, enter the numbers you want in the Specific Phone Numbers text boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede long distance numbers within the U.S. You can enter up to 12 numbers for this service. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5*, are all valid call entries. 10) To save your changes and display the previous page, click OK Modify or Delete a Call Notify Entry Use this procedure to modify or delete a Call Notify entry. Figure 22 Call Notify Call Notify Modify 1) On the User Incoming Calls menu page, click Call Notify. The User Call Notify page appears. 2) Click Edit in the row for the entry. The User Call Notify Modify page appears. 3) To remove an entry, click Delete. The entry is deleted and the User Call Notify page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. CHARTER BUSINESS PAGE 31 OF 104

32 3.9 Do Not Disturb Turn Do Not Disturb On and Off Use this menu item on the User Incoming Calls page to turn Do Not Disturb on and off. The Do Not Disturb service allows you to block your incoming calls. NOTE: You can access this screen by clicking the DND link on the Call Manager When the button to the left of the DND link on the Call Manager is activated, this service is on. When it is not activated, it is off. Figure 23 Incoming Calls Do Not Disturb 1) On the User Incoming Calls menu page, click Do Not Disturb. The User Do Not Disturb page appears. 2) To activate Do Not Disturb, check On. To deactivate it, check Off. 3) To hear a ring when calls come in when Do Not Disturb is on, check the Play Ring Reminder when a call is blocked check box. A ring reminder is played if this service blocks a call while this check box is checked. To disengage the ring reminder, uncheck the Play Ring Reminder when a call is blocked check box. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 32 OF 104

33 3.10 External Calling Line ID Delivery Turn External Calling Line ID Delivery On and Off Use this menu item on the User Incoming Calls page to turn External Calling Line ID Delivery on and off. The External Calling Line ID Delivery service allows you to view the caller identification of a caller from an external group. Figure 24 Incoming Calls External Calling Line ID Delivery 1) On the User Incoming Calls menu page, click External Calling Line ID Delivery. The User External Calling Line ID Delivery page appears. 2) To enable External Calling Line ID Delivery, check On. To disable it, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous 3.11 Internal Calling Line ID Delivery Turn Internal Calling Line ID Delivery On and Off Use this menu item on the User Incoming Calls page to turn Internal Calling Line ID Deliver on and off. The Internal Calling Line ID Delivery service allows you to view the caller identification of a caller from within your group. Figure 25 Incoming Calls Internal Calling Line ID Delivery 1) On the User Incoming Calls menu page, click Internal Calling Line ID Delivery. The User Internal Calling Line ID Delivery page appears. 2) To enable Internal Calling Line ID Delivery, check On. To disable it, check Off. CHARTER BUSINESS PAGE 33 OF 104

34 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous 3.12 Alternate Numbers (Distinctive Ring) Use this menu item on the User Incoming Calls page to: Turn Distinctive Ring Feature On and Off Select Distinctive Ring Pattern The Alternate Numbers service allows you to have up to ten alternate phone numbers assigned, in addition to your main phone number. You can be reached through any of the phone numbers. The first number is the main or primary phone number, while the additional ten numbers are your alternate or secondary phone numbers. Each alternate phone number must be a direct inward dialing number (DID) and be authorized/set up by Charter Business. The activation status of the assigned phone number is displayed in the column to the right of the phone number. The activation status is either Activated or Not Activated. The status is not shown if the phone number is set to None. Once your number is activated, your phone (device) can be used to place calls, log in to the voice portal, receive voice messages, and so on. For each alternate number, you can associate one of the four ring patterns. All calls to the main number result in the normal ring pattern. Calls to the alternate numbers result in a distinctive ring pattern that corresponds to the number that was used. If you are busy (and Call Waiting is enabled), an incoming call to the main number results in the usual call waiting tone, while an incoming call to any of the alternate numbers results in a distinctive call waiting tone. When calls are placed to one of the alternate numbers using the Call Manager, the alternate phone number in addition to the caller s main number appear. You can select whether or not a distinctive ring should be provided when a call arrives on an alternate number, or whether the normal ring (pattern 1) should always be used. You can assign one of four ring patterns to an alternate number. The support for a distinctive ring pattern depends on the capability of a user s device. If the device does not support a distinctive ring pattern, then the normal ring pattern is applied. NOTE: When someone calls into your Call Manager, the originating number displays AS WELL AS, and (Alternate #) is displayed in parentheses. CHARTER BUSINESS PAGE 34 OF 104

35 Turn Distinctive Ring Feature On and Off Use this procedure to enable or disable a distinctive ring for incoming calls on the alternate numbers displayed on this Figure 26 Incoming Calls Alternate Numbers 1) On the User Incoming Calls menu page, click Alternate Numbers. The User Alternate Numbers page appears. 2) To enable Distinctive Ring, check On. To disable it, check Off. The activation status of the assigned phone number is displayed to the right of the number. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous Select Distinctive Ring Pattern Use this procedure to assign a distinctive ring pattern for each number. 1) On the User Incoming Calls menu page, click Alternate Numbers. The User Alternate Numbers page appears. 2) From the Ring Pattern drop-down list, select the ring pattern for the number you want to define. You can select from the following four ring patterns: Normal Custom Ring 1 Custom Ring 2 Custom Ring 3 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 35 OF 104

36 NOTE: There are different Call Waiting ring patterns associated with each of the four Alternate Number ring patterns. If the user has the Call Waiting feature assigned and enabled, the Call Waiting ring pattern is based on the Alternate Number ring pattern selected Call Forwarding Selective The Call Forwarding Selective service allows you to forward incoming calls with criteria that you set (a call entry) to a default phone number, SIP-URI address, or to another number of your choice. NOTE 1: The criteria for each Call Forwarding Selective call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses, and a specified time schedule during which the service is active. All criteria for a call entry must be satisfied for the call to enter Call Forwarding Selective (phone number and day of week and time of day). Otherwise, the call does not activate the service. NOTE 2: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. Use the following procedures to configure the Call Forwarding Selective service and manage call entries. Set the Default Forwarding Number Add a Call Forwarding Selective Call Entry Modify or Delete a Call Forwarding Selective Entry View, Activate, Deactivate Call Forwarding Selective Call Entries 3.14 Set the Default Forwarding Number Use this procedure to set the default forwarding number or SIP-URI address. Figure 27 Incoming Calls Call Forwarding Selective 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) In the *Default Calls Forward to phone number/sip-uri text box, type the phone number or SIP-URI address that you want to be your default forwarding number. This is required information. CHARTER BUSINESS PAGE 36 OF 104

37 3) To associate a sound (a short burst of rings) with the delivery of forwarded calls, click to select Play Ring Reminder when a call is forwarded. 4) All calls you specify go to the default number or SIP-URI address unless you specify a different forwarding number or SIP-URI address. To specify a different forwarding number or SIP-URI address, see section Add a Call Forwarding Selective Call Entry. You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 5) To add an entry to specify criteria for callers whose numbers you want forwarded, see section Add a Call Forwarding Selective Call Entry. 6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous Add a Call Forwarding Selective Call Entry Use this procedure to add a Call Forwarding Selective entry, which allows you to specify the calls that should be forwarded and the time schedule when you would like calls forwarded. If you need more than twelve numbers or more distinct time or holiday periods, you can create multiple call forwarding selective entries. Figure 28 Call Forwarding Selective Call Forwarding Selective Add 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) Click Add. The User Call Forwarding Selective Add page appears. 3) In the *Description text box, type a name for the entry you are adding. 4) For the Forward to parameter, choose from the following options: Use Default Forward phone number/sip-uri Forward to another phone number/sip-uri and type in the number or SIP-URI address you want to use as your forwarding number or SIP-URI address CHARTER BUSINESS PAGE 37 OF 104

38 Do not forward 5) From the Selected Time Schedule drop-down list, choose the time schedule during which you want calls forwarded to the specified callers. 6) From the Selected Holiday Schedule drop-down list, choose the holiday schedule during which you want calls forwarded to the specified callers. NOTE: Define your time schedules on the User Profile Time Schedule page and define your holiday schedules on the User Profile Holiday Schedule If you have not set any time schedules, your choices are Every Day All Day and any group time or holiday schedules that your group administrator has set. 7) Specify the incoming calls for which the service applies: To have calls from any phone number forwarded to the number or SIP-URI address you specified and at the time you specified, select Any phone number. To have calls from defined telephone numbers forwarded, select Following phone numbers and To have calls from any private phone number forwarded, select Any private number. To have calls from any private phone number forwarded, select Any unavailable number. To have calls from any unavailable phone number forwarded, select Any unavailable number. To have calls from specific phone numbers forwarded, enter these phone numbers in the Specific phone numbers text boxes. If a number is not one assigned to the group, type the complete number: <country code> <national number>. You can enter up to twelve numbers for an entry. You can add more numbers by creating another entry with the same forwarding number. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5*, are all valid call entries. 8) To save your changes and display the previous page, click OK. To modify criteria in an entry, see section Modify or Delete a Call Forwarding Selective Entry. CHARTER BUSINESS PAGE 38 OF 104

39 Modify or Delete a Call Forwarding Selective Entry Use this procedure to modify or delete a Call Forwarding Selective entry. Figure 29 Call Forwarding Selective Call Forwarding Selective Modify 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) Click Edit on the right of the row for the entry. The User Call Forwarding Selective Modify page appears. 3) To remove and entry, click Delete. The entry is deleted and the User Call Forwarding Selective screen appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. NOTE: Highlight the text box you wish to change and type over the highlighted entry. Do not use the Delete button on the page to clear a box. The Delete button permanently deletes all information for the entry on the 5) To save your changes and display the previous page, click OK View, Activate, Deactivate Call Forwarding Selective Call Entries Use this procedure to view all call entries and activate and deactivate one or more call entries. CHARTER BUSINESS PAGE 39 OF 104

40 Figure 30 Incoming Calls Call Forwarding Selective (View) 1) On the User Incoming Calls menu page, click Call Forwarding Selective. The User Call Forwarding Selective page appears. 2) To view the call entries you have configured, look at the call entries at the bottom of the Call entries you have configured are automatically active. To see all details of an entry, click on Edit. The Call Forwarding Selective Modify page appears with the selected entry criteria displayed. Click OK to return to the Call Forward Selective 3) To activate an entry on the Call Forward Selective page, click on the Active check box to select it. 4) To deactivate an entry on the Call Forward Selective page, click on the Active check box to deselect it. 5) To save your changes and display the previous page, click Apply or OK Priority Alert The Priority Alert service allows you to specify the time schedule and/or holiday schedule when you would like a priority alert to occur. Also, you can make a priority alert to occur when only specified numbers call or all external numbers call. If you need more than 12 numbers or more distinct time or holiday periods, you can create multiple priority alert entries. Use this menu item on the User Incoming Calls page to: Activate or Deactivate a Priority Alert Add a Priority Alert Modify or Delete a Priority Alert The Priority Alert service also allows you to assign a distinctive ring to certain selected incoming calls. CHARTER BUSINESS PAGE 40 OF 104

41 The following table provides an explanation of each item on the Incoming Calls Priority Alert page: Item Description Priority Alert Calls from Description Description of the instance of the selected call type. Specifies whether priority alert should be sent for the entry. Phone numbers assigned to the instance of the selected call type Activate or Deactivate a Priority Alert Use this procedure to set or deactivate an existing priority alert. Figure 31 Incoming Calls Priority Alert 1) On the User Incoming Calls menu page, click Priority Alert. The User Priority Alert page appears. 2) Check the Active check box beside the selection to activate. If a check mark displays in the Active column, the corresponding priority alert is active. To deactivate an active priority alert, uncheck the check box. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 41 OF 104

42 Add a Priority Alert Use this procedure to add a new priority alert. Figure 32 Priority Alert Priority Alert Add 1) On the User Incoming Calls menu page, click Priority Alert. The User Priority Alert page appears. 2) Click Add. The User Priority Alert Add page appears. 3) In the * Description text box, type a description of the phone numbers assigned to this priority alert. 4) Check Use priority alert to use priority alert for call that satisfy the criteria specified in this entry or check Do not use priority alert if you do not want priority alert to be used for calls that satisfy the criteria specified in this entry. 5) From the Selected Time Schedule drop-down list, select the time schedule when you would like the priority alert to occur. 6) From the Selected Holiday Schedule drop-down list, select the holiday schedule when you would like the priority alert to occur. NOTE: Define your time schedules on the User - Time Schedule page and your holiday schedules on the User - Holiday Schedule 7) Select from the following: To receive a distinctive ring for all calls outside of the company, check Any external phone number. To receive a distinctive ring for specific internal or external telephone numbers, select Following phone numbers and To trigger a priority alert for any private phone number, select Any private number To trigger a priority alert for any unknown phone number, select Any unavailable phone number CHARTER BUSINESS PAGE 42 OF 104

43 To trigger a priority alert for specified telephone numbers, enter numbers (not extensions) in the Specified phone number text boxes. If a number is not assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more telephone numbers, create another entry. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 8) To save your changes and display the previous page, click OK Modify or Delete a Priority Alert Use this procedure to modify or delete an existing priority alert. Figure 33 Priority Alert Priority Alert Modify 1) On the User Incoming Calls menu page, click Priority Alert. The User Priority Alert page appears. 2) To remove an entry, click Delete. The entry is deleted and the User Priority Alert page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 3) Click the Edit link in the row for the entry. The User Priority Alert Modify page appears. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. CHARTER BUSINESS PAGE 43 OF 104

44 3.16 Selective Acceptance Use this menu item on the User Incoming Calls page to: Activate or Deactivate a Selective Rejection Entry Add a Selective Acceptance Entry Modify or Delete a Selective Acceptance Entry The Selective Acceptance service allows you to screen calls by defining criteria for calls to accept. The following table provides an explanation of each item on this page: Item Description Accept Calls from Description Description of the instance of the selected call type. Indication of whether you want to accept calls that satisfy the criteria specified in this entry. Phone numbers assigned to the instance of the selected call type Activate or Deactivate a Selective Acceptance Entry Use this procedure to activate or deactivate a Selective Acceptance entry. Selective Acceptance allows you to accept only calls from selected numbers. Figure 34 Incoming Calls Selective Call Acceptance 1) On the User Incoming Calls menu page, click Selective Acceptance. The User Selective Call Acceptance page appears. 2) Check the Active check box beside the selection to activate. To deactivate a Selective Acceptance entry, uncheck the Active check box beside the selection to deactivate. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 44 OF 104

45 Add a Selective Acceptance Entry Use this procedure to add a Selective Acceptance entry. Figure 35 Selective Call Acceptance Selective Call Acceptance Add 1) On the User Incoming Calls menu page, click Selective Acceptance. The User Selective Call Acceptance page appears. 2) Click Add. The User Selective Call Acceptance Add screen appears. 3) In the * Description text box, type a description of the phone numbers to add to your selective acceptance service. 4) Check Accept call to accept calls what satisfy the criteria specified in this entry; or check Do not accept calls if you do not want to accept calls that satisfy the criteria specified in this entry. 5) From the Selected Time Schedule drop-down list, select the time schedule to use this service. 6) From the Selected Holiday Schedule drop-down list, select the holiday schedule to use this service. NOTE: Define your time schedules on the User - Time Schedule page and define your holiday schedules on the User Holiday Schedule 7) Specify the telephone numbers from which you want to accept calls by selecting from the following: To receive calls from any number, select Any phone number To receive calls from specified telephone numbers, select Following phone numbers and specify the telephone number To accept calls from any private number, select Any private number To accept calls from any unknown number, select Any unavailable number To accept calls from specific telephone numbers, enter the numbers (not extensions) in the Selected phone numbers boxes. If a number is not one CHARTER BUSINESS PAGE 45 OF 104

46 assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for this entry. To specify more phone numbers, create another entry. You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 8) To save your changes and display the previous page, click OK Modify or Delete a Selective Acceptance Entry Use this procedure to modify or delete a Selective Acceptance entry. Figure 36 Selective Call Acceptance Selective Call Acceptance Modify 1) On the User Incoming Calls menu page, click Selective Acceptance. The User Selective Call Acceptance page appears. 2) Click the Edit link in the row for the entry. The User Selective Call Acceptance Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Selective Call Acceptance page appears. WARNING: This action cannot be undone. Once you click Delete, the instance is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK. CHARTER BUSINESS PAGE 46 OF 104

47 3.17 Selective Rejection Selective Rejection allows you to reject calls that meet your pre-defined criteria. These callers are given an announcement that you cannot be reached. Use this menu item on the User Incoming Calls page to: Activate or Deactivate a Selective Rejection Entry Add a Selective Rejection Entry Modify or Delete a Selective Rejection Entry The Selective Rejection service allows you to screen calls by rejecting certain specific calls Activate or Deactivate a Selective Rejection Entry Use this procedure to activate or deactivate a Selective Rejection entry. Selective Rejection allows you to reject calls from certain selected numbers. Figure 37 Incoming Calls Selective Call Rejection 1) On the User Incoming Calls menu page, click Selective Rejection. The User Selective Call Rejection page appears. 2) Check the Active check box beside the selection to activate. To deactivate a selection, uncheck the Active check box beside the selection to deactivate. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 47 OF 104

48 Add a Selective Rejection Entry Use this procedure to add a new Selective Rejection entry. Figure 38 Selective Call Rejection Selective Call Rejection Add 1) On the User Incoming Calls menu page, click Selective Rejection. The User Selective Call Rejection page appears. 2) Click Add. The User Selective Call Rejection Add screen appears. 3) In the * Description text box, enter a description by which you want to identify the selective rejection service entry. 4) Select Reject call or Do not reject call to enable or disable call rejection. 5) From the Selected Time Schedule drop-down list, select the time schedule. 6) From the Selected Holiday Schedule drop-down list, select the holiday schedule. NOTE: Define your time schedules on the User - Time Schedule page and your holiday schedules on the User - Holiday Schedule 7) To specify calls to reject, select from the following: To reject calls from any number, select From any phone number. To reject forwarded calls, select Forwarded. To reject calls from specific call numbers, select From following phone numbers and specify the phone numbers as follows: To reject calls from any private number, select Any private number To reject calls from any unknown number, select Any unavailable number To reject calls from specific telephone numbers, enter the numbers (not extensions) in the Specified phone numbers boxes. If a number is not one assigned to the group, type the complete number: +<country code> <national number>. For example, +1 must precede a long distance number within the U.S. You can enter up to 12 numbers for an entry. To add more numbers, create another entry. CHARTER BUSINESS PAGE 48 OF 104

49 You can use wild cards. The? is a wild card that can replace a single digit anywhere in a digit string. A trailing * represents a digit string and can only appear at the end of a string containing digits and? wild cards. For example, ?4, ??34, and 4505?5* are all valid call entries. 8) To save your changes and display the previous page, click OK Modify or Delete a Selective Rejection Entry Use this procedure to modify or delete a Selective Rejection entry. Figure 39 Selective Call Rejection Selective Call Rejection Modify 1) On the User Incoming Calls menu page, click Selective Rejection. The User Selective Call Rejection page appears. 2) Click the Edit link next to the entry to modify. The User Selective Call Rejection Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Selective Call Rejection page appears. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. 4) To modify, change the information as required. 5) To save your changes and display the previous page, click OK Sequential Ring Sequential Ring acts as a Find me service sending calls to your base location or other phone number or SIP-URI address of your choice. The Sequential Ring service allows CHARTER BUSINESS PAGE 49 OF 104

50 you to configure multiple phones to ring in sequence on incoming calls with criteria you set (a call entry). NOTE 1: The criteria for each Sequential Ring call entry can be a list of up to 12 caller phone numbers or digit patterns, or SIP-URI addresses and a specified time schedule during which the service is active. All criteria for an entry must be satisfied for the call to enter Sequential Ring (phone number and day of week and time of day). Otherwise, the call does not activate the service. NOTE 2: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. If your number is busy, you have the option of whether or not to continue the sequential search. If there is no answer at your number, the service tries up to five other locations in sequence until it receives an answer. The call is then connected as usual to the phone that answers. If none of the numbers in the sequence answer, the caller is directed to Voice Mail or to another no-answer service. The caller has the option to terminate the Sequential Ring service by pushing the # key. The call is then immediately forwarded to Voice Mail or other no-answer service. The caller hears a comfort message every 20 seconds during the ring sequence and is informed of the # key function. Use the following procedures to configure the Sequential Ring service and manage call entries. Configure Features of the Sequential Ring Service Add Sequential Ring Call Entries Modify or Delete Sequential Ring Call Entries View, Activate, or Deactivate Sequential Ring Call Entries Configure Features of the Sequential Ring Service Use the following procedure to configure the Sequential Ring service. Figure 40 Incoming Calls Sequential Ring CHARTER BUSINESS PAGE 50 OF 104

51 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) Click to select the check box to the left of Use Base Location first. If the check box is selected, your base location phone rings first in the ring sequence. If the check box is cleared, the first phone in the ring sequence rings first. 3) From the Number of rings for Base Location drop-down list, select the number of rings for the base location. 4) Click to select the check box to the left of Continue the search process if the base location is busy. If the check box is selected, the service continues to search. If the check box is cleared, the service terminates the search. 5) Click to select the check box to the left of Enable caller to skip search process. If the check box is selected, the caller can end the Sequential Ring service at any time during the search by pressing the # key. If the check box is cleared, the caller cannot end the Sequential Ring service. NOTE: Forwarding or messaging services must be configured if the caller is allowed to terminate the Sequential Ring service. 6) In the text boxes the follow Phone Number/SIP-URI, enter up to five phone numbers or SIP-URI addresses to which you want Sequential Ring callers to be directed, in the order in which you want the phone numbers to be rung. You can also enter feature access codes and speed codes in addition to the phone numbers. 7) From the Number of rings drop-down list, select the number of rings for each phone number. 8) For each phone number, check Answer Confirmation Required to prompt the answering party to enter a confirmation digit to complete the call. Un-check the Answer Confirmation Required to disable this feature 9) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous Add Sequential Ring Call Entries Use this procedure to add Sequential Ring call entries. Each call entry must include a required set of criteria to activate the Ring Sequence service. The criteria are call entry description, time schedule, and directory number or numbers to be sent to the service. CHARTER BUSINESS PAGE 51 OF 104

52 Figure 41 Sequential Ring Sequential Ring Add 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) On the User Sequential Ring page, click Add. The User Sequential Ring Add page appears. 3) In the * Description text box, type a name for the call entry such as a supplier s name. 4) Check Use sequential ring if you want sequential ringing to be used for this entry; or check Do not use sequential ring if you do not want sequential ringing to be used for this entry. 5) From the Selected Time Schedule drop-down list, select a time schedule during which you want the telephone numbers in this entry to be sent to your configured ring sequence. 6) From the Selected Holiday Schedule drop-down list, select a holiday schedule during which you want the telephone numbers in this entry to be sent to your configured ring sequence. NOTE: To define time schedules, go to the User Profile Time Schedules page and to define holiday schedules, go to the User Profile Holiday Schedules 7) Specify which calls you receive are to be sent to your configured ring sequence: If you want all calls you receive sent to your configured ring sequence, check Any phone number If you want to specify phone numbers that you want sent to your configured ring sequence, check Following phone numbers and specify the numbers as follows: To send any private calls to your configured ring sequence, select Any private number To send any unknown calls to your configured ring sequence, select Any unavailable number CHARTER BUSINESS PAGE 52 OF 104

53 To send calls from specific telephone numbers to your configured ring sequence, enter the numbers (not extensions) in the Specified phone numbers boxes. 8) To save your changes and display the previous page, click OK Modify or Delete Sequential Ring Call Entries Use this procedure to modify or delete Sequential Ring call entries. Figure 42 Sequential Ring Sequential Ring Modify 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) Click the Edit link in the row for the entry. The User Sequential Ring Modify page appears. 3) To remove the entry, click Delete. The entry is deleted and the User Sequential Ring page appears. WARNING: This action cannot be undone. Once you click Delete, the recording is permanently deleted. 4) To modify the entry, change the information as required: In the * Description text box, highlight the text and type a new name for the call entry. From the Selected Time Schedule drop-down list, select a new time period during which you wish to direct this entry to Sequential Ring. From the Selected Holiday Schedule drop-down list, select the time period during which you wish to direct this entry to Sequential Ring. NOTE: To add or edit time schedules, go to the User Profile Time Schedules page and to add or edit holiday schedules, go to the User Profile Holiday Schedules CHARTER BUSINESS PAGE 53 OF 104

54 In the Calls from box, check Any phone number or Following phone numbers. Select Any private number or Any unavailable number. Change one or more phone numbers in the text boxes. 5) To save your changes and display the previous page, click OK View, Activate, or Deactivate Sequential Ring Call Entries Use this procedure to view all Sequential Ring call entries and activate and deactivate one or more call entries. Figure 43 Incoming Calls Sequential Ring (View) 1) On the User Incoming Calls menu page, click Sequential Ring. The User Sequential Ring page appears. 2) View the call entries you have configured at the bottom of the Call entries you have configured are automatically active. To see all details of an entry, click on Edit. The User Sequential Ring Modify page appears with the selected entry criteria displayed. Click OK to return to the User Sequential Ring 3) To activate an entry on the User Sequential Ring page, check the Active box. 4) To deactivate an entry on the User Sequential Ring page, uncheck the Active box. 5) To save your changes and display the previous page, click OK Simultaneous Ring Personal Use this menu item on the User Incoming Calls page to: Activate or Deactivate Simultaneous Ring Personal Add a Number or SIP-URI Address to Your Simultaneous Ring Personal List CHARTER BUSINESS PAGE 54 OF 104

55 Edit or Delete Phone Number/SIP-URI Address from Simultaneous Ring Personal List The Simultaneous Ring Personal service allows you to list phone numbers or SIP-URI addresses you would like to ring in addition to your primary phone when you receive a call. This feature is helpful when you are not at your desk or home and you would like your cell phone to ring when you get a call. You can turn off simultaneous ringing when you are at your desk. WARNING: If your cell phone or other phone has voice mail that picks up before your office voice messaging picks up, your voice mails could be on your cell phone messaging system Activate or Deactivate Simultaneous Ring Personal Use this procedure to activate or deactivate Simultaneous Ring Personal. Simultaneous Ring allows you to ring multiple phones or SIP-URI addresses simultaneously on incoming calls. Figure 44 Incoming Calls Simultaneous Ringing Personal 1) On the User Incoming Calls menu page, click Simultaneous Ring Personal. The User Simultaneous Ring Personal page appears. 2) To activate Simultaneous Ringing Personal, check On. To disable it, check Off. 3) If you do not want numbers entered for this service to ring if you are on another phone call, check Don t ring my Simultaneous Ring Numbers if I m already on a call. This is the default for this service. If you do want numbers entered for this service to ring under any circumstance, check Ring all my Simultaneous Ring Numbers for all incoming calls. The second call can be answered at another phone or using call waiting on the in-use phone. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 55 OF 104

56 Add a Number or SIP-URI Address to Your Simultaneous Ring Personal List Use this procedure to add a phone number or SIP-URI address to the list of numbers that ring simultaneously on incoming calls. Figure 45 Simultaneous Ring Personal Simultaneous Ring Personal Add 1) On the User Incoming Calls menu page, click Simultaneous Ring Personal. The User Simultaneous Ring Personal page appears. 2) To add a phone number, click Add. The User Simultaneous Ring Personal Add page appears. 3) Type the phone number or SIP-URI address in the Phone Number/SIP-URI text box. NOTE: You can enter feature access codes and speed codes in addition to phone numbers and extensions with this service. 4) Check Answer Confirmation Required to prompt the answering party to enter a confirmation digit to complete the call. Un-check Answer Confirmation Required to disable this feature. 5) To save your changes, click OK. The phone number or SIP-URI is added to your Simultaneous Ringing list. Click Cancel to display the previous Edit or Delete Phone Number/SIP-URI Address from Simultaneous Ring Personal List Use this procedure to edit or delete a phone number or SIP-URI address from the list of numbers that ring simultaneously on incoming calls. Figure 46 Simultaneous Ringing Personal Simultaneous Ringing Personal Modify 1) On the User Incoming Calls menu page, click Simultaneous Ring Personal. The User Simultaneous Ring Personal page appears. CHARTER BUSINESS PAGE 56 OF 104

57 2) Click Edit for the number you want to modify or delete. 3) Check Answer Confirmation Required to prompt the answering party to enter a confirmation digit to complete the call. Un-check Answer Confirmation Required to disable this feature. 4) To delete the phone number or SIP URI, click Delete. The entry is deleted. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. CHARTER BUSINESS PAGE 57 OF 104

58 4 Outgoing Calls Use the User Outgoing Calls menu page to manage outgoing calls, for example, blocking your line ID or programming speed dial codes. Figure 47 User Outgoing Calls The User Outgoing Calls menu page contains these menu items: Basic menu This menu displays menu items that all users can use: Automatic Callback Call Return Last Number Redial Calling Line ID Blocking Speed Dial 100 Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Personal Phone List CHARTER BUSINESS PAGE 58 OF 104

59 Access Outgoing Calls Menu To access the Outgoing Calls menu page, click Outgoing Calls in the Options list. 4.1 Automatic Callback Use this menu item on the User - Outgoing Calls menu page to turn Automatic Callback on and off. The Automatic Callback service sends a distinctive ring to notify that a subscriber you are attempting to call is available. Use this procedure to turn the Automatic Callback feature on. Automatic Callback supports inter-group, intra-group, and inter-application Server calls. When this service is on, you are prompted to activate Automatic Callback when you get a busy signal. The system monitors this line for thirty minutes by default. The Automatic Callback Menu Access Feature Access Code is *106. The Automatic Callback Deactivation Feature Access Code is *86. NOTE: The Automatic Callback service is invoked for busy scenarios. Basically, busy scenarios cover all cases in which the terminating user cannot receive an additional call. This includes Call Waiting, Do Not Disturb, and Simultaneous Call Policy service triggers. Figure 48 Outgoing Calls Automatic Callback 1) On the User Outgoing Calls menu page, click Automatic Callback. The User Automatic Callback page appears. 2) To activate Automatic Callback, check On. To deactivate it, check Off. NOTE: You can also deactivate current Automatic Callback sessions with a Feature Access Code (default is *86). 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous NOTE: The total number of outstanding Automatic Callback sessions that can be initiated by one subscriber is 30. The range is 1 through 30, and the default is 5. CHARTER BUSINESS PAGE 59 OF 104

60 4.2 Call Return Use this menu item on the User Outgoing Calls menu page to return a call to the last party that called you. The Call Return service allows you to easily return your last call, using a Feature Access Code. You can return a call whether or not the call was answered. Figure 49 Outgoing Calls Call Return 1) On the User Outgoing Calls menu page, click Call Return. The User Call Return page appears, giving instructions for Call Return. 2) To call back the last party who called you, enter the Call Return Feature Access Code at your phone. 3) To display the previous page, click OK. The User Outgoing Calls page appears. 4.3 Last Number Redial Use this menu item on the User Outgoing Calls menu page to redial the last number you called. You can also use a Feature Access code to make use of the Last Number Redial service (*66, by default). Figure 50 Outgoing Calls Last Number Redial 1) On the User Outgoing Calls menu page, click Last Number Redial. The User Last Number Redial page appears, giving instructions for Last Number Redial. 2) To redial the last number you called, enter the Last Number Redial Feature Access Code at your phone or click the REDIAL button at your Call Manager. 3) To display the previous page, click OK. The User Outgoing Calls page appears. CHARTER BUSINESS PAGE 60 OF 104

61 4.4 Calling Line ID Blocking Use this menu item on the User - Outgoing Calls menu page to enable or disable Calling Line ID Blocking. The Line ID Blocking service allows you to block or display your calling line ID when you make a call. When enabled, lines equipped with the Caller ID service will not see your name or number. NOTE: Some people have their phones set up to refuse calls from "blocked numbers" - as with the Anonymous Rejection service. The Line ID Blocking service can be changed as needed for placing sensitive phone calls and turned off for placing calls to parties with Anonymous Rejection or similar services. This service does not apply to calls from within the group. Figure 51 Outgoing Calls Calling Line ID Delivery Blocking 1) On the User Outgoing Calls menu page, click Line ID Blocking. The User Calling Line ID Delivery Blocking page appears. 2) To enable Block Calling Line ID on Outgoing Calls, (i.e. to hide your name and number) check On. To disable it, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous 4.5 Speed Dial 100 Use this menu item on the User Outgoing Calls menu page to: View or Delete Speed Dial 100 Dialing Codes Set a Speed Dial 100 Code Modify a Speed Dial 100 Entry Speed Dial 100 lets you assign a two-digit speed dial code to phone number or SIP-URI address. Once set up, you can make a call using the speed dial code, rather than dialing the whole number. For example, to dial the number associated with speed dial code 77, you would dial *577#. As indicated, Speed Dial 100 codes have a two-digit prefix associated with them. This prefix must be dialed prior to the speed dial code. It is *5. You can have up to 100 two-digit speed dial numbers, from CHARTER BUSINESS PAGE 61 OF 104

62 4.5.1 View or Delete Speed Dial 100 Dialing Codes Use this procedure to display your Speed Dial 100 call entries, or to delete entries from the list. Figure 52 Outgoing Calls Speed Dial 100 1) On the User Outgoing Calls menu page, click Speed Dial 100. The User Speed Dial 100 page appears, showing your Speed Dial 100 call entries. Note the Speed Dial 100 dialing prefix. This prefix must be dialed before the twodigit speed dial code. For example, to dial the number associated with speed dial code 77, you would dial *577#. 2) To delete an entry, check the Delete box next to the entry. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted Set a Speed Dial 100 Code Use this procedure to set a two-digit speed dial code to dial a frequently dialed or hard-toremember phone number or SIP-URI address. You can have up to 100 Speed Dial 100 numbers. Speed Dial 100 numbers can also be set using the handset, using a Feature Access Code (FAC). For example, * programs speed dial code 33 to dial the number (*75 is the default FAC for Speed Dial 100.) Figure 53 Speed Dial 100 Speed Dial 100 Add CHARTER BUSINESS PAGE 62 OF 104

63 1) On the User Outgoing Calls menu page, click Speed Dial 100. The User Speed Dial 100 page appears. 2) Click Add. The User Speed Dial 100 Add page appears. 3) From the Speed Code 100 drop-down list, select a two-digit code. 4) Type a text description for the speed dial number in the Description text box. 5) Type the phone number or SIP-URI address to assign to the speed dial code in the * Phone Number/SIP-URI text box. 6) To save your changes and display the previous page, click OK Modify a Speed Dial 100 Entry Use this procedure to make changes to a Speed Dial 100 entry. Figure 54 Speed Dial 100 Speed Dial 100 Modify 1) On the User Outgoing Calls menu page, click Speed Dial 100. The User Speed Dial 100 page appears. 2) Click Edit next to the entry to edit. The User Speed Dial 100 Modify page appears. 3) To remove the entry click Delete. The User Speed Dial 100 page appears. WARNING: This action cannot be undone. Once you click Delete, the recording is permanently deleted. 4) To modify the entry, change the information as required. Enter a new description, phone number, or SIP-URI address for the speed dial code. You cannot edit the speed dial code. 5) To save your changes and display the previous page, click OK. CHARTER BUSINESS PAGE 63 OF 104

64 4.6 Personal Phone List Use this menu item on the User Outgoing Calls menu page to: View or Delete Phone List Entries Add an Entry to Your Personal Phone List Modify or Delete an Entry in Your Personal Phone List Import a Comma-delimited Text File The Personal Phone List service allows you to configure a list of phone numbers you call frequently or want to remember. NOTE: Whenever you add, delete, or modify an entry on the list, the call entries are sorted automatically, in alphabetic order View or Delete Phone List Entries Use this procedure to display your personal phone list, or to delete entries from the list. Figure 55 Outgoing Calls Personal Phone List 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears, showing your customized phone list. 2) To delete an entry, check the Delete box next to the entry. 3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted. CHARTER BUSINESS PAGE 64 OF 104

65 4.6.2 Add an Entry to Your Personal Phone List Use this procedure to add a number to your customized phone list. Figure 56 Personal Phone List Personal Phone List Add 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears. 2) Click Add. The User Personal Phone List Add page appears. 3) Type the name and number in the * Name and * Phone Number text boxes. 4) To save your changes and display the previous page, click OK Modify or Delete an Entry in Your Personal Phone List Use this procedure to make changes to an entry in your customized phone list. Figure 57 Personal Phone List Personal Phone List Modify 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears. 2) Click the Edit link next to the entry to modify. The User Personal Phone List Modify page appears. 3) Modify the name and number as required. 4) To delete an entry, click Delete. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. 5) To save your changes and display the previous page, click OK. CHARTER BUSINESS PAGE 65 OF 104

66 4.6.4 Import a Comma-delimited Text File Use this procedure to import personal phone list call entries from an existing commadelimited text file (.CSV format files). To produce a comma-delimited text file, see the instructions for a program such as Microsoft Outlook, Word, or Excel. Figure 58 Personal Phone List Personal Phone List Import 1) On the User Outgoing Calls menu page, click Personal Phone List. The User Personal Phone List page appears. 2) Click the Import Phone List link. The User - Personal Phone List Import page appears. 3) In the * Select a Phone List File text box, type the file name or click Browse to locate the.csv file and click Open. The.CSV file must have headings Name and Number. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous If you click Apply or OK, the names and numbers in the.csv file appear in the Personal Phone List. Following is an example of the call entries in an import list created in a text file before the file was converted to a.csv file. "Name","Number" "Jane B Doe"," " "Jane M Doe"," " "Jane W Doe"," " "John B Doe"," " CHARTER BUSINESS PAGE 66 OF 104

67 5 Call Control Use the User Call Control menu page to configure or use call control services, for example, call waiting or flash call functionality. Figure 59 User Call Control The User Call Control menu page contains these menu items: Basic menu This menu displays menu items that all users can use: Call Waiting Customer Originated Trace Directed Call Pickup Diversion Inhibitor Flash Call Hold Call Transfer Three-Way Call Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Remote Office 5.1 Access Call Control Menu To access the User Call Control menu page, click Call Control in the Options list. 5.2 Call Waiting Turn Call Waiting On and Off Use this menu item on the User Call Control menu page to turn Call Waiting on and off. The Call Waiting service allows you to receive a signal when a call comes in while you are engaged in another call. You can then pick up the call, should you want to. CHARTER BUSINESS PAGE 67 OF 104

68 NOTE: Busy treatment is given to callers when the service is deactivated. Figure 60 Call Control Call Waiting 1) On the User Call Control menu page, click Call Waiting. The User Call Waiting page appears. 2) To enable Call Waiting, check On. To disable it, check Off. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous 5.3 Customer Originated Trace Select this menu item on the User Call Control menu page to view the Customer Originated Trace service description. You cannot configure this service. You must request your group administrator to assign the service to you. If you have been assigned this service, you can dial a feature access code to put a trace on your last incoming call. Figure 61 Call Control Customer Originated Trace Verify Assigned Feature Access Codes Use this procedure to determine whether or not you have been assigned this service. 1) From the Options List, click Utilities. The User-Utilities menu page opens. 2) On the User-Utilities menu page, click Feature Access Codes. 3) In the Feature Access Codes list, look for the Customer Originated Trace (COT) feature access code. If the COT feature access code is listed, you have been assigned this feature and can dial the code to trace your last incoming call. If the COT feature access code is not listed, you have not been assigned this feature and cannot use this service. CHARTER BUSINESS PAGE 68 OF 104

69 4) To display the previous page, click OK. The User Utilities menu page appears. 5.4 Directed Call Pickup Use this menu item on the User Call Control menu page to pick up a call at an extension of your call pickup group. The Directed Call Pickup service allows you to pick up a call at a specific extension of your call pickup group Pick Up a Call at an Extension of Your Call Pickup Group Use this procedure to answer a call ringing at an extension of your Call Pickup group. Figure 62 Call Control Directed Call Pickup 1) On the User Call Control menu page, click Directed Call Pickup. The User Directed Call Pickup page appears, showing instructions for Directed Call Pickup. 2) To pick up a ringing call at an extension in your Call Pickup group, enter the Directed Call Pickup Feature Access Code followed by the extension at your phone. To display the previous page, click OK. The User Call Control page appears. 5.5 Diversion Inhibitor Use this menu item on the User Call Control menu page to view the Diversion Inhibitor FAC. Diversion Inhibitor allows a user to prevent redirection services from being activated on the terminating side of an unanswered call. Figure 63 Call Control Diversion Inhibitor 1) On the User Call Control menu page, click Diversion Inhibitor. The User Diversion Inhibitor page appears, describing the Diversion Inhibitor Feature Access Code. 2) To display the previous page, click OK. The User Call Control page appears. 5.6 Flash Call Hold Use this menu item on the User Call Control menu page to hold a call at a phone without the call control functionality. CHARTER BUSINESS PAGE 69 OF 104

70 The Flash Call Hold service allows you to hold a call at a phone with no Hold button. Figure 64 Call Control Flash Call Hold 1) On the User Call Control menu page, click Flash Call Hold. The User Flash Call Hold page appears, showing instructions for Flash Call Hold. 2) To hold a call at a phone without call control functionality, flash the phone (click the flash button or click the Hangup button once). 3) Dial the Flash Call Hold Feature Activation Code. 4) Make the second call. 5) To toggle between calls, flash the phone and dial the Flash Call Hold Feature Activation Code. 6) To display the previous page, click OK. The User Call Control page appears. 5.7 Call Transfer Use this menu item on the User Call Control menu page to transfer a call to another phone using your phone or the Call Manager. The Call Transfer service allows you to transfer a call at a phone with no transfer button. Figure 65 Call Control Call Transfer 1) On the User Call Control menu page, click Call Transfer. The User Call Transfer page appears, showing instructions for Call Transfer. 2) To turn Call Transfer Recall on or off, check On or Off. When on, Call Transfer Recall returns a call to the receptionist (or device that forwarded the call) when the target device is unavailable to take the call, (based on the value selected in the Number of rings before recall text box). 3) From the Number of rings before recall drop-down list, select the number of rings (two to 20) to play before a call returns to the receptionist. CHARTER BUSINESS PAGE 70 OF 104

71 4) To enable or disable the Busy Camp On service, select or de-select the Enable Busy Camp On check box. Enter the number of seconds (30 to 600) for the Busy Camp On timer. (The default is 120 seconds.) 5) To turn the diversion inhibitor on or off for blind transfers, check On or Off. When on, the call is not redirected to an alternate destination or voice mail. 6) To turn the diversion inhibitor on or off for consultative calls, check On or Off. When turned on, the call is not redirected to an alternate destination or voice mail. 7) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous NOTE: If you have Three-Way Calling, you are connected to the two callers in a Three-Way Conference call. Hang up the phone to leave the other two callers connected. 5.8 Three-Way Call Use this menu item on the User Call Control menu page to connect three at a phone without conferencing functionality. The Three-Way Call service allows you to set up a three-way conference call at a phone with no conferencing functionality. Figure 66 Call Control Three-Way Call 1) On the User Call Control menu page, click Three-Way Call. The User Three-Way Call page appears, showing instructions for Three-Way Call. 2) To set up a three-way conference call at a phone with no conferencing functionality, make the first call. 3) When the number answers, flash the phone by clicking the flash button or clicking the Hangup button once. 4) Make the second call. 5) When the second number answers, flash the phone again. 6) To display the previous page, click OK. The User Call Control page appears. 5.9 Remote Office Use this menu item on the User Call Control menu page to activate or deactivate Remote Office. The Remote Office service allows you to use an off-site phone, for example your home office phone or cell phone, as your business phone. When active, you can access your Call Manager functionality from another phone. CHARTER BUSINESS PAGE 71 OF 104

72 All services available from your office home are available through Remote Office. In particular, if you subscribe to a name delivery service at home, External Calling Line ID must be enabled for your caller s name and number to display with Remote Office. Figure 67 Call Control Remote Office 1) On the User Call Control menu page, click Remote Office. The User Remote Office page appears. NOTE: You can access this page by clicking RO on your Call Manager When the button to the left of the RO link on the Call Manager is selected, this service is on. When it is not selected, it is off. 2) To activate Remote Office, select On. To deactivate it, select Off. 3) Type the number of the remote phone in the Remote Phone Number text box. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous NOTE: If you have both Simultaneous Ringing and the Remote Office features active for the same phone number, an incoming call results in two calls. One of these calls is to the phone number. The other call is to the numbers listed in the Simultaneous Ringing service or the members of the Simultaneous Ringing Group. CHARTER BUSINESS PAGE 72 OF 104

73 6 Calling Plans Use the User Calling Plans menu page to view your calling plan parameters, such as the type of numbers you can call, and the type of numbers you can receive calls from. Figure 68 User Calling Plans Basic menu This menu displays menu items that all users can use: Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: Outgoing Calling Plan Error! Reference source not found. 6.1 Access Calling Plans Menu To access the User Calling Plans menu page, click Calling Plans in the Options list. 6.2 Outgoing Calling Plan Use this menu item on the User Calling Plans menu page to: Display Outgoing Calls You Can Place Display the Outgoing Calls You Can Forward Error! Reference source not found. Error! Reference source not found. The Outgoing Calling Plan service displays the types of outgoing calls you can place, forward, or transfer Display Outgoing Calls You Can Place Use this procedure to display the types of outgoing calls you are permitted to make. CHARTER BUSINESS PAGE 73 OF 104

74 Figure 69 Calling Plans Outgoing Calling Plan (Originating Calls) 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User - Outgoing Calling Plan page appears. 2) Click the Originating Calls tab. The Originating Calls tab displays the following information. A Y in the Permitted column indicates that you can dial this type of call. If an N appears, you cannot. If an "A" appears in the Permitted column, an authorization code is required to make this type of call. If a "T1, T2, or T3" appears, the call is transferred to one of three alternate numbers. Following is an explanation of each call type: Item Group Local Toll Free Toll International Operator Assisted Chargeable Directory Assistance Special Services I Special Services II Description Calls to the business group. (Your group or system administrator designates your business group.) Calls within the local calling area and local toll calls, which may or may not have charges associated with them. Free calls to numbers beginning with 1, usually followed by 800, 877, or 888. Chargeable calls within the same geographic region. Chargeable calls to other countries. Calls made with the assistance of an operator. Chargeable calls made to Directory Assistance such as 411 or the area code followed by Calls to 700 numbers. These calls may or may not be chargeable. (Reserved for System Administrator's discretion.) Premium Services I Chargeable calls to numbers beginning with 900. Premium Services II Chargeable calls to numbers beginning with 976. Casual URL Dialing Unknown 101XXXX chargeable calls, for example, followed by the number you are calling. Calls made to an address that is outside of the business group. Calls to unknown call types. CHARTER BUSINESS PAGE 74 OF 104

75 You are permitted to make emergency calls to numbers such as 911, if those services are available in your area. 3) To display the previous page, click OK. The User Calling Plans menu page appears Display the Outgoing Calls You Can Forward Use this procedure to display the types of outgoing calls you are permitted to forward. NOTE: Depending on the way your system is configured, the Initiating Call Forwards tab may be replaced with an Initiating Call Forwards/Transfers tab. Figure 70 Calling Plans Outgoing Calling Plan (Initiating Call Forwards) 1) On the User Calling Plans menu page, click Outgoing Calling Plan. The User Outgoing Calling Plan page appears. 2) Click the Initiating Call Forwards tab. The Initiating Call Forwards/Transfers tab displays the following information. A check mark in the Permitted column indicates that you can forward this type of call. If no check mark appears, you cannot forward the call type. Following is a definition of the call types. Item Group Local Description Calls to the business group. (Your group or system administrator designates your business group.) Calls within the local calling area and local toll calls, which may or may not have charges associated with them. Toll Free Free calls to numbers beginning with 1, usually followed by 800, 877, or 888. Toll International Operator Assisted Chargeable Directory Assistance Special Services I Chargeable calls within the same geographic region. Chargeable calls to other countries. Calls made with the assistance of an operator. Chargeable calls made to Directory Assistance such as 411 or the area code followed by Calls to 700 numbers. These calls may or may not be chargeable. CHARTER BUSINESS PAGE 75 OF 104

76 Item Special Services II Description (Reserved for System Administrator's discretion.) Premium Services I Chargeable calls to numbers beginning with 900. Premium Services II Chargeable calls to numbers beginning with 976. Casual URL Dialing Unknown 101XXXX chargeable calls, for example followed by the number you are calling. Calls made to an address that is outside of the business group. Calls to unknown call types. 3) To display the previous page, click OK. The User Calling Plans menu page appears. CHARTER BUSINESS PAGE 76 OF 104

77 7 Client Applications The Client Applications menu page allows you to manage your client application settings. Figure 71 User Client Applications The User Client Applications menu page contains these menu items: Basic Menu This menu displays menu items that all users can use: Error! Reference source not found. Outlook Integration Advanced Menu 7.1 Call Manager This menu displays the menu items that users can use only if such functions have been assigned to them: Use this menu item on the User Client Applications menu page to display information on Call Manager. The Call Manager service allows you to initiate, manipulate, and receive calls through a web-based interface. Figure 72 Client Applications Call Manager 1) On the User Client Applications menu page, click Call Manager. The User Call Manager page appears, showing information on the Call Manager services. CHARTER BUSINESS PAGE 77 OF 104

78 2) To have Call Manager launch automatically upon login, check Launch Call Manager on Login. 3) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous 7.2 Outlook Integration Use this menu item on the User Client Applications menu page to activate or deactivate Outlook integration. The Outlook Integration service allows you to access your Outlook contacts from Call Manager. Figure 73 Client Applications Outlook Integration 1) On the User Client Applications menu page, click Outlook Integration. The User Outlook Integration page appears. NOTE: When the Call Manager page is opened, an alert box appears asking if a BroadSoft component can be downloaded, which enables Outlook Integration. Click OK to allow download and installation. (This can take a few minutes.) The Call Manger window appears upon completion. You may be instructed to reboot your PC for the changes to take effect. If you click NO, you do not have an Outlook list to view. Clicking NO can cause scripting errors. Until you download the necessary components, the alert box appears each time Call Manager is opened. 2) To activate Outlook Integration, select On. To deactivate it, select Off. 3) Specify the location from which your contacts are retrieved. Select either Retrieve Contacts From Default Contact Folder Only, or Retrieve All Contacts. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 78 OF 104

79 8 Messaging Use the User Messaging menu page to configure voice mail parameters, such as distribution lists or greetings. Figure 74 User Messaging Basic menu This menu displays menu items that all users can use: Aliases Distribution Lists Greetings Voice Portal Voice Management Advanced services This menu displays the menu items that users can use only if such functions have been assigned to them: 8.1 Access Messaging Menu 8.2 Aliases Error! Reference source not found. To access the User Messaging menu page, click Messaging in the Options list. Use this menu item on the User Messaging menu page to: View or Delete Your Aliases Add an Alias The Aliases service allows you to access your voice mailbox from other phones as if you were at your primary phone. NOTE: To receive calls from other phones, you need to program your phone to forward and/or call forward no answer to the Voice Portal DN, or the number that you call to retrieve your messages. CHARTER BUSINESS PAGE 79 OF 104

80 8.2.1 View or Delete Your Aliases Use this procedure to view or delete the other phone numbers from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone). Figure 75 Messaging Aliases 1) On the User Messaging menu page, click Aliases. The User Aliases page appears, showing your aliases. 2) To delete an entry, check the Delete box next to the entry. 3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous WARNING: This action cannot be undone. Once you click Apply or OK, the entry is permanently deleted. 4) Add an Alias Use this procedure to add a phone number from which you can access your voice mailbox as if you were at your office phone (for example, your cell phone). Figure 76 Aliases Aliases Add 1) On the User Messaging menu page, click Aliases. The User Aliases page appears, showing your aliases. 2) Click Add. The User Aliases Add page appears. 3) Type the alias phone number in the * Phone Number text box. 4) To save your changes and display the previous page, click OK. CHARTER BUSINESS PAGE 80 OF 104

81 5) In the User Aliases page, save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous 8.3 Distribution Lists Use this menu item on the User Messaging menu page to: Create a Distribution List Add or Delete a Distribution List The Distribution Lists service allows you to create and maintain lists of phone numbers or SIP-URI addresses for distributing voice mail messages Create a Distribution List Use this procedure to create a list of phone numbers or SIP-URI addresses for distributing voice mail messages. You can create up to 10 different lists. Figure 77 Messaging Distribution Lists 1) On the User Messaging menu page, click Distribution Lists. The User Distribution Lists page appears. 2) Click the tab for the list that you want to create. 3) In the Description text box, enter a description of this list for your own reference. 4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous NOTE: You can modify this list at any time. Remember to save your changes. CHARTER BUSINESS PAGE 81 OF 104

82 8.3.2 Add or Delete a Distribution List Entry Use this procedure to add a phone number or SIP-URI address to a distribution list, or to delete one from it. Figure 78 Distribution Lists Distribution Lists Add/Delete 1) On the User Messaging menu page, click Distribution Lists. The User Distribution Lists page appears. 2) Click the tab for the list that you want to add to or delete from. 3) To add an entry, type a phone number or SIP-URI address in the Phone Number/SIP- URI text box. 4) Click Add. The entry is added to the list. 5) Or, to delete and entry, check the Delete box beside the phone number to be deleted. 6) Click Delete. The entry is deleted. WARNING: This action cannot be undone. Once you click Delete, the entry is permanently deleted. CHARTER BUSINESS PAGE 82 OF 104

83 8.4 Greetings Use this menu item on the User Messaging menu page to configure your greetings. The Greetings service allows you to configure the messages your callers hear when your phone is busy or you do not answer. Figure 79 Messaging Greetings On the User Messaging menu page, click Greetings. The User Greetings page appears To Set the Busy Greeting 1) If you want callers to hear or see the standard system greeting when your phone line is busy, select System greeting. Or, 2) If you want callers to hear or see a personalized message, select Personal greeting. 3) Type the name of a.wav file that contains your personalized greeting in the Load personal greeting text box, or click Browse to locate the file. NOTE: You can modify the Busy Greeting at any time. Remember to save your changes To Set the No Answer Greeting 1) If you want callers to hear or see the standard system greeting when there is no answer, select System greeting. Or, 2) If you want callers to hear or see a personalized message, select Unavailable Greeting. 3) Type the name of a.wav file that contains your personalized greeting in the Load Unavailable Greeting text box, or click Browse to locate the file. Go to step 2 of this procedure. If you have recorded an alternate greeting for callers to hear or see when there is no answer, type the name of the alternate greeting in the Greeting Name text box, click CHARTER BUSINESS PAGE 83 OF 104

84 the button next to one of the alternate greetings. Type the name of a.wav file that contains your personalized greeting in the Audio control, or click Browse to locate the file. NOTE: You may provide up to three alternate No Answer recordings. However, only one No Answer recording may be active at any time: the System Greeting, the Personal Greeting, or one of the alternate greetings. 4) From the Number of rings before greeting drop-down list, select the number of rings before the voice mail greeting is played. Note that other services, such as Call Forwarding No Answer, share this setting, and if it is changed in one service, this change affects all other services using this value. 5) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous NOTE: You can modify the No Answer Greeting at any time. Remember to save your changes. 8.5 Voice Portal Use this menu item on the User Messaging menu page to upload a recorded personalized name. The Personalized Name service allows you to configure a recording of your name for Messaging Upload a Recorded Personalized Name Use this procedure to upload a recording of your name for Messaging. Figure 80 Messaging Voice Portal 1) On the User Messaging menu page, click Voice Portal. The User Voice Portal page appears. 2) Check the box to indicate that the personalized name recording should be used with Voice Messaging. Callers hear the user name recording when using the name-dialing feature and when transferring to the user s extension. CHARTER BUSINESS PAGE 84 OF 104

85 NOTE: Depending on the way your group administrator has configured the group Voice Portal, this check box may not be editable. For example, if the personalized name recording usage has been assigned to your group by the group administrator, a checkmark appears in the interface, but it is not editable. 3) Type the name of the.wav file of the user name in the Load Name text box or click Browse to locate the file. 4) Check the Auto-login to Voice Portal when calling from my home text box to enable the auto-login option. When this is enabled, the system recognizes the calling user, and the password collection phase is skipped. 5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous 8.6 Voice Management Use this menu item on the User Messaging menu page to: Activate and Set Up Voice Messaging The Voice Management service allows you to configure the handling of your voice messages Activate and Set Up Voice Messaging Use this procedure to specify how you want your voice messages handled. Figure 81 Messaging Voice Management 1) On the User Messaging menu page, click Voice Management. The User Management page appears. 2) For Voice Messaging, select On. 3) Indicate if you want all calls, busy calls, or unanswered calls sent to voice mail. 4) To retrieve voice messages using the phone and , select Use unified messaging. CHARTER BUSINESS PAGE 85 OF 104

86 5) If you have selected unified messaging and you want to hear a stuttered dial tone (and on some phones see a blinking light) to inform you when you have messages waiting, check Use Phone Message Waiting Indicator. 6) If you always listen to your voice messages using your client and do not use the phone retrieval option, click Forward it to this address and type the address where you want your voice messages to be sent. 7) If you want to receive a short message informing you about incoming calls, check Notify me by of the new voice message at this address and type the address where you want these notifications to be sent. 8) If you want a carbon copy of your messages to be sent to another address, check a carbon copy of the voice message to and type the address where you want the copy to be sent. 9) If you want callers to be able to press 0 during your outgoing voice message and be transferred to another number, such as a mobile phone, check Transfer on 0 to Phone Number and type the phone number to transfer the calls. 10) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous To exit without saving, select another page or click Cancel to display the previous CHARTER BUSINESS PAGE 86 OF 104

87 9 Utilities This section contains subsections that correspond to each item on the User Utilities menu Use the User Utilities menu page to change your system password, display your call logs, consult your Feature Access Codes, view your group directory, and verify your intercept user status. Figure 82 User Utilities Basic menu This menu displays menu items that all users can use: Enhanced Call Logs Feature Access Codes Group Directory Enterprise Directory Intercept User NOTE: Group Directory only appears if you are a member of a group. Enterprise Directory only appears if you are a member of an enterprise. CHARTER BUSINESS PAGE 87 OF 104

88 9.1 Access Utilities Menu To access the User Utilities menu page, click Utilities in the Options list. 9.2 Enhanced Call Logs Use this menu item on the User Utilities menu page to: View Placed Calls View Received Calls View Missed Calls The Enhanced Call Logs service allows you to view the latest placed, received, or missed calls. If you have Full access assigned, you can delete the logs for the calls you have placed, received, or missed View Placed Calls Use this procedure to display all placed calls. Figure 83 User Enhanced Call Logs (Placed Calls Tab) 1) On the User Utilities menu page, click Enhanced Call Logs. The User Enhanced Call Logs page displays the Placed Calls tab. 2) Click the Placed Calls tab. The User Enhanced Call Logs page displays your placed calls. The User Enhanced Call Logs page displays the following items: Item Name Phone Number Date/Time Description Name of the person called. Phone number of the person called. The date and time the call was placed. 3) To delete call logs, click Select All or click the check box in the Delete column of the row of the call logs you want to delete. You can select one or several check boxes. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 88 OF 104

89 9.2.2 View Received Calls Use this procedure to display all received calls. Figure 84 User Enhanced Call Logs (Received Calls Tab) 1) On the User Utilities menu page, click Enhanced Call Logs. The User Enhanced Call Logs page displays the Placed Calls tab. 2) Click the Received Calls tab. The User Enhanced Call Logs page displays your received calls. The User Enhanced Call Logs page displays the following items: Item Name Phone Number Date/Time Description Name of the person who called. Phone number of the person who called. The date and time the call was placed. 3) To delete call logs, click Select All or click the check box in the Delete column of the row of the call logs you want to delete. You can select one or several check boxes. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 89 OF 104

90 9.2.3 View Missed Calls Use this procedure to display all missed calls. Figure 85 User Enhanced Call Logs (Missed Calls Tab) 1) On the User Utilities menu page, click Enhanced Call Logs. The User Enhanced Call Logs page displays the Placed Calls tab. 2) Click the Missed Calls tab. The User Enhanced Call Logs page displays your missed calls. The User Enhanced Call Logs page displays the following items: Item Name Phone Number Date/Time Description Name of the person who called. Phone number of the person who called. The date and time the call was placed. 3) To delete call logs, click Select All or click the check box in the Delete column of the row of the call logs you want to delete. You can select one or several check boxes. 4) To save your changes, click Apply or OK. Apply saves your changes. OK saves your changes and displays the previous CHARTER BUSINESS PAGE 90 OF 104

91 9.3 Feature Access Codes Use this menu item on the User Utilities menu page to view your feature access codes. The Feature Access Codes service allows you to display the list of star codes assigned to you. You can view, but not edit these codes View Your Feature Access Codes Figure 86 Utilities Feature Access Codes 1) On the User Utilities menu page, click Feature Access Codes. The User Feature Access Codes page appears, showing your star codes. The following table describes the feature access codes. Feature Access Codes (FACs) list the star codes for services that you have. To activate from your phone, hit the * key and the feature access code number. Some codes require additional information such as a phone number, but you are prompted for that information. You cannot change your feature access codes. Code *77 Feature Access Code Name Anonymous Call Rejection Activation Description Anonymous Call Rejection Deactivation allows users to deactivate the Anonymous Call Rejection service. After the user dials the feature access code, the Application Server then plays an announcement to inform the user that the service has been successfully deactivated, even if the service was never activated. CHARTER BUSINESS PAGE 91 OF 104

92 Code *87 *86 *106 *72 *73 *71 *21 *23 *90 *91 Feature Access Code Name Anonymous Call Rejection Deactivation Automatic Callback Deactivation Automatic Callback Menu Access Call Forwarding Always Activation Call Forwarding Always Deactivation Call Forwarding Always Interrogation Call Forwarding Always To Voice Mail Activation Call Forwarding Always To Voice Mail Deactivation Call Forwarding Busy Activation Call Forwarding Busy Deactivation Description Anonymous Call Rejection Activation allows users to activate the Anonymous Call Rejection service. After the user dials the feature access code, the Application Server then plays an announcement to inform the user that the service has been successfully activated. If the service was already active, the user still receives the announcement. Automatic Callback Deactivation terminates all current Automatic Callback sessions. Automatic Callback retries a busy line automatically, with notification as soon as the called party is free. Automatic Callback Menu Activation triggers the Interactive Voice Response (IVR) menu, which lists the current pending callbacks and allows you to cancel individual callbacks. Call Forwarding Always Activation allows users to redirect incoming phone calls to another number, such as a mobile phone or administrative assistant. After dialing the assigned code, users dial the phone number to which calls will be redirected followed by the pound sign (#). Call Forwarding Always Deactivation allows users to turn Call Forwarding Always off. After deactivation, calls ring to the user's phone unless the user has set up another service such as Call Forwarding Busy, Call Forwarding No Answer, or Call Management - Do Not Disturb. Call Forwarding Always Interrogation allows users to get the current status and destination of the Call Forwarding Always service. The status is active or inactive and the destination is voice mail or the current forwarding number. Call Forwarding Always To Voice Mail Activation allows users to redirect incoming phone calls to their voice mail. Call Forwarding Always To Voice Mail Deactivation allows users to turn Call Forwarding Always To Voice Mail off. After deactivation, calls ring to the user's phone unless the user has set up another service such as Call Forwarding Busy, Call Forwarding Busy To Voice Mail, Call Forwarding No Answer, or Call Management - Do Not Disturb. Call Forwarding Busy Activation allows users to redirect their incoming phone calls to another number, such as a mobile phone or administrative assistant, when they are on the phone. After dialing the assigned code, a user dials the phone number where they want their calls to be redirected. Call Forwarding Busy Deactivation allows users to turn Call Forwarding Busy off. After deactivation, calls ring on the user's phone unless the user has set up another service such as Call Forwarding Always, Call Forwarding No Answer, or Do Not Disturb. CHARTER BUSINESS PAGE 92 OF 104

93 Code *96 *52 *53 *92 *93 *116 *117 *137 *119 *139 Feature Access Code Name Call Forwarding Busy Interrogation Call Forwarding Busy To Voice Mail Activation Call Forwarding Busy To Voice Mail Deactivation Call Forwarding No Answer Activation Call Forwarding No Answer Deactivation Call Forwarding No Answer Interrogation Call Forwarding No Answer To Voice Mail Activation Call Forwarding No Answer To Voice Mail Deactivation Call Forwarding Not Reachable Activation Call Forwarding Not Reachable Deactivation Description Call Forwarding Busy Interrogation allows users to get the current status and destination of the Call Forwarding Busy service. The status is active or inactive and the destination is voice mail or the current forwarding number. Call Forwarding Busy To Voice Mail Activation allows users to redirect incoming phone calls to their voice mail when they are on the phone. Call Forwarding Busy To Voice Mail Deactivation allows users to turn Call Forwarding Busy To Voice Mail off. After deactivation, calls ring to the user's phone unless the user has set up another service such as Call Forwarding Always, Call Forwarding Always To Voice Mail, Call Forwarding No Answer, or Call Management - Do Not Disturb. Call Forwarding No Answer Activation allows users to redirect their incoming phone calls to another number, such as a mobile phone or administrative assistant, when they do not answer their phone. After dialing the assigned code, the user dials the phone number where they want their calls to be redirected. Call Forwarding No Answer Deactivation allows users to turn Call Forwarding No Answer off. After deactivation, calls ring on the user's phone unless the user has set up another service such as Call Forwarding Busy, Call Forwarding Always, or Do Not Disturb. Call Forwarding No Answer Interrogation allows users to get the current status and destination of the Call Forwarding No Answer service. The status is active or inactive and the destination is voice mail or the current forwarding number. Call Forwarding No Answer To Voice Mail Activation allows users to redirect incoming phone calls to their voice mail when they do not answer their phone. Call Forwarding No Answer To Voice Mail Deactivation allows users to turn Call Forwarding Busy To Voice Mail off. After deactivation, calls ring to the user's phone unless the user has set up another service such as Call Forwarding Busy, Call Forwarding Busy To Voice Mail, Call Forwarding Busy, or Call Management - Do Not Disturb. Call Forwarding Not Reachable Activation allows users to have their incoming calls forwarded to a different number when their phone is not accessible by Charter Business (i.e. a local or network outage). After dialing the assigned code, users dial the phone number where they want their calls to be redirected. Call Forwarding Not Reachable Deactivation allows users to turn off the Call Forwarding Not Reachable service. After deactivation, should the user's phone become unreachable, calls are no longer rerouted to an alternate device through the Call Forwarding Not Reachable service. CHARTER BUSINESS PAGE 93 OF 104

94 Code *159 *63 *83 *67 *31 *32 *82 *69 *122 *43 *44 Feature Access Code Name Call Forwarding Not Reachable Interrogation Call Forwarding Selective Activation Call Forwarding Selective Deactivation Calling Line ID Delivery Blocking per Call Calling Line ID Delivery Blocking Persistent Activation Calling Line ID Delivery Blocking Persistent Deactivation Calling Line ID Delivery per Call Call Return Call Return Number Deletion Call Waiting Persistent Activation Call Waiting Persistent Deactivation *70 Cancel Call Waiting *222 *57 Clear Voice Message Waiting Indicator Customer Originated Trace Description Call Forwarding Selective Activation allows users to activate the Call Forwarding Selective service. The service can be activated only if the service is configured with the following minimum requirements: The Default Call Forward to phone number/sip URI is configured. At least one selective criterion is configured and active. Call Forwarding Selective Deactivation allows users to turn off the Call Forwarding Selective service. After the service has been deactivated, no criteria are used when a call is being redirected. Calling Line ID Delivery Blocking per Call allows users to prevent display of their calling line ID on a per call basis. Before placing a call, the user dials the assigned code, and then places the call as usual. Note that this service is active only for one phone call. Calling Line ID Delivery Blocking Persistent Activation allows users to prevent display of their calling line ID for all calls. Calling Line ID Delivery Blocking Persistent Deactivation allows users to allow display of their calling line ID for all calls. Calling Line ID Delivery per Call allows users to display their calling line ID on a per call basis. Before placing a call, a user dials the assigned code, and then places the call as usual. Note that this service is active only for one phone call. Call Return allows users to return a call to the phone number of the last call received. The service can be configured at the system level to proceed with a two-level procedure that provides announcements to guide the user. Call Return Number Deletion allows users to explicitly delete the last incoming number. Call Waiting Persistent Activation allows users to turn on Call Waiting for all calls they place. Call Waiting Persistent Deactivation allows users to turn off Call Waiting for the next and all subsequent calls they place. Cancel Call Waiting allows users to dial the code to turn off Call Waiting for the next call they place. Clear Voice Message Waiting Indicator allows users to dial the assigned code, to clear the audible (and visible for some devices) message-waiting indicator on their phone. Customer Originated Trace allows users to dial the assigned code, to place a trace on the last number that called them. CHARTER BUSINESS PAGE 94 OF 104

95 Code *97 *55 Feature Access Code Name Directed Call Pickup Direct Voice Mail Transfer *126 Diversion Inhibitor *26 *27 Do Not Disturb Activation Do Not Disturb Deactivation *115 Flash Call Hold *66 Last Number Redial *133 No Answer Timer *75 Speed Dial 100 setup Description Directed Call Pickup allows users to pick up calls for another user in the same group by entering the assigned access code followed by the extension of the user whose call is to be picked up. Direct Voice Mail Transfer allows users to transfer a held call directly to a voice mailbox, that is, without using the Call Manager. The call can be transferred to the user's voice mailbox or to any other voice mailbox in the group. The Voice Messaging service or the Third-Party Voice Mail Support service must be assigned to the user's group. Diversion Inhibitor allows a user to prevent redirection services from being activated on the terminating side of an unanswered call. Do Not Disturb Activation allows users to dial the assigned code, to activate the Do Not Disturb service. When Do Not Disturb is active, a user's phone does not ring and all calls go directly to a "busy treatment", such as Voice Messaging. Do Not Disturb Deactivation allows users to dial the assigned code, to turn off the Do Not Disturb service. Flash Call Hold allows users to put a call on hold on a phone that does not have a Hold button. On this type of phone, a user presses the Flash button or presses and releases the hang-up button on the phone cradle. Last Number Redial allows users to redial the last number they dialed. Users are allowed only to redial calls to call types in the Outgoing Calling Plan. No Answer Timer allows users to set the numbers of rings before No- Answer handling is applied to the Voice Messaging, Third-Party Voice Mail Support, Call Forwarding No Answer, Call Forwarding No Answer To Voice Mail, and Sequential Ring services. Speed Dial 100 allows users to dial the assigned code, and then dial the assigned 2-digit (00-99) speed dial number of the party they want to call. 5* *99 *98 Speed Dial 100 use Voice Mail Retrieval Voice Portal Access Speed Dial 100 use allows users to dial the prefix code (5*) and then the two digit speed dial number of the party they want to call. Voice Mail Retrieval allows users to gain direct access to their voice messages. Voice Portal Access allows users to gain access to the Voice Portal. 9.4 Group Directory Use this menu item on the User Utilities menu page to: View the Group Directory View or Print a Summary of the Group Directory CHARTER BUSINESS PAGE 95 OF 104

96 View or Print a Phone List The Group Directory service allows you to display your group directory and view or print either a summary of detailed phone list View the Group Directory The User Group Directory page is a list page that contains an advanced search. The Yahoo ID, Name, Phone Number, Extension, Mobile, Address, and Department appear for each user in the Group. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your search and display a manageable list. For more information on defining search criteria, see the Online Control Panel Getting Started Guide. Use this procedure to display your Group Directory. Figure 87 Utilities Group Directory 1) On the User Utilities menu page, click Group Directory. The User Group Directory page displays your group directory. The items displayed on the Group Directory page follow: Item YahooID Name Phone Number Extension Mobile Address Department Description Displays the YahooID of the person in the group. Displays the name of the person in the group. Displays the phone number of the person in the group. Displays the phone extension of the person in the group. Displays the mobile phone number of the person in the group. Displays the address of the person in the group Displays the department of the person in the group. 2) To display the previous page, click OK. The User Utilities menu page appears. CHARTER BUSINESS PAGE 96 OF 104

97 9.4.2 View or Print a Summary of the Group Directory Use this procedure to display or print your Group Directory. Figure 88 Utilities Group Directory Summary 1) On the User Utilities menu page, click Group Directory. The User Group Directory page displays your group directory. 2) Click Group Directory Summary. The Group Directory Summary displays a group phone list in summary form. The items displayed on the Group Directory Summary page follow: Name Phone Extension Mobile Dept. Displays the name of the person in the Group. Displays the phone number of the person in the Group. Displays the phone extension of the person in the Group. Displays the mobile phone number of the person in the Group. Displays the address of the person in the Group. Displays the department of the person in the Group. 3) To display the previous page, click x in the right-hand corner of the The User Group Directory page appears. CHARTER BUSINESS PAGE 97 OF 104

98 9.4.3 View or Print a Phone List Use this procedure to display or print your Group Directory Detail Phone List. Figure 89 Utilities Group Directory Detail 1) On the User Utilities menu page, click Group Directory. The User Group Directory page displays your group directory. 2) Click Group Directory Detail. The Group Directory Detail displays a group phone list in detail. The name, department, and phone number of each group member appear. 3) To display the previous page, click x in the right-hand corner of the The User Group Directory page appears. 9.5 Enterprise Directory Use this menu item on the User Utilities menu page to: View the Enterprise Directory View or Print a Summary of the Enterprise Directory View or Print a Phone List The Enterprise Directory service allows you to display your enterprise directory and view or print either a summary of the enterprise directory or a detailed phone list View the Enterprise Directory The User Enterprise Directory page is a list page that contains an advanced search. The Name, Phone Number, Extension, Mobile, Address, Group, and Department appear for each user in the Enterprise. Depending on the number of pages of data in a list, list pages allow you to present the data several different ways. You can click the headings of a column to change the sort order of items in the column, use the input boxes below the data to specify search criteria, or click the page links, for example, Next or Previous. The advanced search lets you define specific search criteria to narrow your CHARTER BUSINESS PAGE 98 OF 104

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