| Step 4
| On the Rule
page, in the If the Call Is section, enter the applicable information that you
want Connection to use when identifying calls or callers. At a minimum, you
must choose a destination, destination group, or voicemail to which to transfer
the incoming call. Use the following table to determine values for the fields.
| Field |
Considerations |
|---|
| From
|
Use with the
Caller(s), Caller Group, Phone Number, and/or Call Source fields to set
conditions for the caller identity in the rule.
Check the
From check box, and select
From or
Not From in the list, as applicable.
|
| Caller(s) |
Use to add
callers to a rule.
a. Check the
Caller(s) check box, then select
Add Callers.
b. On the
Find Contacts page, select the applicable tab, depending on whether you want to
search the list of users in the Connection directory or your contacts list. You
may be able to search for both users and administrator-defined contacts in the
Connection directory. Administrator-defined contacts are indicated by an
asterisk (*) next to the name in the search results list.
c. Enter a
name or partial name, and select
Find.
d. Check the
check box next to the caller you want to add to the rule. You can check
multiple check boxes to add more than one caller at a time.
e. Select
Add Users or
Add Contacts, as applicable.
f. To remove
a caller from the rule, select the name, then select
Delete Selected.
|
| Caller
Group |
Use to add a
caller group to a rule.
Check the
Caller Group check box, and select a caller group in
the list. (Note that before you can use a caller group in a rule, you need to
create the caller group.)
|
| Phone
Number |
Use to add a
phone number to a rule.
Check the
Phone Number check box, and enter the number that
Connection will associate with the incoming call. Connection processes the rule
only if the phone number of an incoming call matches exactly what you enter in
the field. You can use the wildcard characters X and * to match more than one
phone number:
-
The X
character matches any single digit in the range 0 through 9. For example, the
pattern 9XXX matches the range of phone numbers from 9000 through 9999.
-
The
asterisk (*) character matches any sequence of digits. For example, the pattern
5556304* matches the phone numbers 5556304, 55563040, 55563041, 5556304100, and
so forth.
|
| Call Source |
Use to
include or exclude callers based on whether the caller can be identified by
Connection as a known number (a Connection user, a contact, or a Connection
administrator-defined contact) or as an unknown phone number (an external
caller), if applicable.
Check the
Call Source check box, and select
Known Number
or
Unknown Number in the list, as applicable.
|
| Received
Between |
Use to set
the time period during which Connection applies the rule to your incoming
calls.
Check the
Received Between check box, and select
Received Between or
Not Received Between in the list, as applicable.
Choose an hourly range from the hour and minute lists.
|
| I Am in a
Meeting |
Use to have
Connection use your Microsoft Outlook calendar to determine whether you are in
a meeting when it applies the rule to an incoming call. Connection considers
you to be in a meeting when your Outlook meeting time is scheduled as Busy. Any
meetings set as Tentative, Free, or Out of the Office are not considered by
Connection.
Check
the I Am in a
Meeting check box, and select
I
Am In a Meeting or
I
Am Not in a Meeting in the list, as applicable.
| Note
|
This
feature is not available on all systems. Ask your Connection administrator
whether it is available to you.
|
|
|
| Step 5
| In the Then
Transfer the Call To section, enter the applicable information that you want
Connection to use when transferring calls. For a rule to be valid, you must
specify either a destination, destination group, or voicemail. Use the
following table to determine values for the fields.
| Field
|
Considerations |
|---|
| Destination |
Use to have
Connection transfer calls to the destination you specify.
Select
Destination, then select the destination name in the
list.
| Note
|
SMS and
SMTP destinations do not appear in the Destination list. To be used in a rule,
the devices must be in a destination group with at least one phone number.
|
|
| Destination
Group |
Use to have
Connection transfer calls to the destination group you specify.
Select
Destination Group, then select the destination group
name in the list.
|
| Voicemail |
Use to have
Connection transfer calls directly to voicemail.
Select
Voicemail.
|
| Screen the
Call |
Use to have
Connection screen the incoming calls to which it applies the rule.
Check the
Screen the Call check box.
| Note
|
This
option is available only if your Connection administrator has enabled screening
options for you and there are screening options set on the Call Holding and
Screening Options page in the Personal Communication Assistant web tool.
|
If an
incoming call does not match any of your defined rules, the call will be
transferred to your primary extension using any call-screening options that are
enabled. If you do not want these calls to be screened, create a rule by using
wildcard characters that will match all calls, order it as the last rule in the
rule set, and uncheck the
Screen the Call check box.
|
|
