End-Users: How to Manage Extensions from the Customer Portal

End-users with access to the customer portal can perform a variety of functions. See below.

From the Customer Portal click on the icon that reads EXTENSION. This will reload the page and show the Extension Menu options that can be managed directly from the Customer Portal.

Changing the name on the extension

Procedure 

1. Log in to the Customer Portal.
2. Click on the EXTENSION icon from the Customer Portal.
3. Make sure to be on the Extension tab once the page loads.
4. Next to Extension Name, enter the new name for the extension.
5. Click on SAVE.

Call Log information

Procedure

1. Log in to the Customer Portal
2. Click on the Call Log tab
3. Once the page loads you will have several options to manage from this tab:
   1. Filter calls (by date, source, call ID, destination, duration, etc.).
   2. Export a report of the calls in the log.
   3. Archive reports of the calls.
   4. If there are multiple pages of call logs you can skip through them using the PREVIOUS or NEXT buttons.

Voicemail Options

Procedure

1. Log in to the Customer Portal.
2. Click on the VOICEMAILS icon.
3. Once the page loads you will view your voicemails and have access to an array of options to manage them:
   
   
   1. Search bar: this allows you to search the voicemails by phone number and contact name.
   2. Calendar filter: this will allow to set specific dates in which to wish to view voicemails.
   3. Voicemails action buttons: You can Play , Download , Email or Remove voicemails with these buttons.
   4. Show filter: allows you to set the count for how many voicemails to view per page.

Voicemail Settings

Procedure

1. Log in to the Customer Portal.
2. Click on the EXTENSION icon from the Customer Portal.
3. Click on the Voicemail Settings Tab
4. Once on the page loads you will be able to manage the following settings:
   1. Change the VM password: you can change your extensions voicemail password by entering the new 4 digits password (only numbers)  and clicking on the SAVE button.
   2. Voicemail to email: when this option is enabled you will receive all voicemails directly to your email as a .WAV file.
   3. Email: this is the email or emails where you will receive your voicemails. To add a new email type in the new email and click on the SAVE button.
   4. Keep Voicemail: when this option is enabled it keeps voicemails on your phone and sends them to your email as well.

Call Forward

Procedure

1. Log in to the Customer Portal.
2. Click on the EXTENSION icon from the Customer Portal.
3. Click on the Call Forward Tab .
4. Once the page loads you will have the following options:
   1. Call Forwarding: for call forwarding to happen this option needs to be ON. To turn on just click on it directly. Same applies to turn it off.
   2. Destination Type: calls can be forwarded an Extension or to a Number.
   3. To Extension/To Phone: if you choose to forward your phone to an extension, click on the drop down next to Extension# to choose where the call will go. If forwarding to a phone number, make sure to choose the Destination Type as Number and then proceed to enter the number next to Phone#. Once finished click on SAVE to complete the changes.

Multi-Follow

Procedure

1. Log in to the Customer Portal.
2. Click on the EXTENSION icon from the Customer Portal.
3. Look for the Multi-Follow tab and click on it.
4. When it loads you will have the following options:
   
   
   1. Multi-Follow switch: when ON it enables the multi-follow function. When enabled and a call comes in the phone will ring both on the hardphone in your office and on the mobile number added while keeping the call on your office's system, if the call is accepted it will be sent to your mobile phone, if declined it remains within the system and it is sent to your office's voicemail.
   2. Multi-Follow Number: this is your preferred number for calls to be diverted to when using the this feature.
   3. Request Confirmation: when this is enabled you will hear a message before deciding if you want to Accept or Decline a Multi-Follow call. If declined the call with be sent to your voicemail.