How to: Setup FindMe

Version from 03:38, 9 Jan 2009

View the video!

{{ flowplayer{source: "http://ops.fonality.com/videos/findme.flv", width: "440", height: "330", start: "false", skin: "classic"} }}

Setup Instructions

1. Login to the User Panel via {{ fon.cp_link ( site.hostname) }}
2. Click on the Features tab
3. Click on FindMe with Boomerang Mobile Integration
4. Decide when callers should be able to find you:
   1. Always - your FindMe settings will always be respected - only whitelisted callers will be able to find you.
   2. using a schedule - whitelisted callers will only be able to find you during the hours you specify using the scheduler.
   3. using a schedule and HUD status - whitelisted callers will only be able to find you during the hours you specify using the scheduler only when you are marked as 'away' in HUD.
5. Configure the How to FindMe section with as many steps as you wish.  Please pay special attention to which steps are And then: and which steps are At the same time: as this will have a large impact on how your FindMe settings work. 
6. Configure the Who can FindMe :: White List.  Add all individuals who should be able to find you to the "Contacts that can FindMe" section.  NOTE: you can absolutely add external numbers.  Click the "Add external phone number" link to begin.
7. (Optional) Configure your VIP list to allow certain individuals (family/friends) to find you outside of the hours specified by the scheduler.
8. Click "Apply All Changes"

FindMe Options

• call my extension: PBXtra rings you at your main extension
• call other extension: PBXtra rings you at any extension you specify (great for Executive Assistants)
• call my mobile: PBXtra rings your mobile phone (you must first specify a phone number within your profile)
• call external number: PBXtra rings any external number that you choose
• enable call screening: PBXtra prompts the caller to say his or her name.  The recorded name will be played to you before you actually answer the call 
• disable call screening: turns off the option above
• forward to my voicemail: PBXtra sends the caller to your main extension's voicemail box
• forward to other voicemail: PBXtra sends the caller to any voicemail box that you specify
• notify caller that I'm being located: PBXtra plays a pre-recorded message to the caller notifying them that PBXtra is attempting to find you
• overwrite caller ID name: PBXtra changes the actual caller ID into a name of your choosing (e.g. 'From Office')

Current version

View the video!

{{ flowplayer{source: "http://ops.fonality.com/videos/findme.flv", width: "440", height: "330", start: "false", skin: "classic"} }}

Setup Instructions

1. Login to the User Panel via {{ fon.cp_link ( site.hostname) }}
2. Click on the Features tab
3. Click on FindMe with Boomerang Mobile Integration
4. Decide when callers should be able to find you:
   1. Always - your FindMe settings will always be respected - only whitelisted callers will be able to find you.
   2. using a schedule - whitelisted callers will only be able to find you during the hours you specify using the scheduler.
   3. using a schedule and HUD status - whitelisted callers will only be able to find you during the hours you specify using the scheduler only when you are marked as 'away' in HUD.
5. Configure the How to FindMe section with as many steps as you wish.  Please pay special attention to which steps are And then: and which steps are At the same time: as this will have a large impact on how your FindMe settings work. 
6. Configure the Who can FindMe :: White List.  Add all individuals who should be able to find you to the "Contacts that can FindMe" section.  NOTE: you can absolutely add external numbers.  Click the "Add external phone number" link to begin.
7. (Optional) Configure your VIP list to allow certain individuals (family/friends) to find you outside of the hours specified by the scheduler.
8. Click "Apply All Changes"

Important Information Regarding Press-To-Accept With Analog Lines

 Unfortunately, there is a limitation to analog telephony technology that prevents certain features of FindMe from working properly.

 For example: Press-to-accept will not work if the call is forwarded to an external number using an analog line during the FindMe process.

 Additionally, "How To FindMe" steps after a call is forwarded to an external number using an analog line will never execute, because of the nature of analog call handling. The call will instead be permanently forwarded to the external number until it is answered by a person, or a voicemail auto attendant.

FindMe Options

• call my extension: PBXtra rings you at your main extension
• call other extension: PBXtra rings you at any extension you specify (great for Executive Assistants)
• call my mobile: PBXtra rings your mobile phone (you must first specify a phone number within your profile)
• call external number: PBXtra rings any external number that you choose
• enable call screening: PBXtra prompts the caller to say his or her name.  The recorded name will be played to you before you actually answer the call 
• disable call screening: turns off the option above
• forward to my voicemail: PBXtra sends the caller to your main extension's voicemail box
• forward to other voicemail: PBXtra sends the caller to any voicemail box that you specify
• notify caller that I'm being located: PBXtra plays a pre-recorded message to the caller notifying them that PBXtra is attempting to find you
• overwrite caller ID name: PBXtra changes the actual caller ID into a name of your choosing (e.g. 'From Office')