How to use the dmConnect12 Call Handling tab
In this tab, you'll see your dmConnect12 Call Handling Plan. From here, you can:
- Create, edit and activate the Plan
- Add a comment to a Plan
This is a cut-down version of the Plans tab in dmSwitchboard12
#5022 Full instructions on how to create and amend dmSwitchboard 12 Plans can be found here.
#1062 Contains a video guide on using dmConnect12 in advanced mode
How to use the dmConnect12 Call Handling tab
Create a Call Handling Plan
To create a new Plan, click the Create Call Handling Plan button. You will then have an empty plan to complete exactly as you require. There are four tabs:
- Summary: This tab shows the current information that has been input for the Plan. It shows a summary of all of the information currently entered into each of the other tabs.
- Company: Enter the company name, opening times and applicable dmCalls12 account
- People: These are individual 'users' of the switchboard and each has an extension. Each person can be a member of up to three teams. People can be created with different operating hours and out-of-hours call handling. Click here for information on personal extensions.
- Phones: Each team member can have one or more of a PSTN, VoIP or WebPhone. This tab also lets you set PSTN delay and delivery options.
Note that this button will only appear the first time you use the control (after that you just modify the plan that's already there).
SIP phone credentials
If you are setting up a SIP phone, the SIP credentials that you will need are available via this tab's Advanced Options. Click here for detailed information on retrieving an extension's Proxy/Username credentials.
Edit a Plan
Click the name of the plan you want to change.
Activate the Plan
Activate the Plan by clicking the asterisk in an orange circle.
Add a comment to a Plan
You can add comments against plans. To do this, click on Summary and complete the second field on the tab.
Further information
This information covers the dmSwitchboard12 family. dmConnect12 still has fully featured Personal Extensions and WebPhone
Full instructions on how to create and amend dmSwitchboard 12 Plans can be found here.
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