Combining caller and schedule conditions

When creating a call rule, you can specify only caller conditions, only schedule conditions, or both conditions together, with the following results:

nOnly caller conditions. The call rule is always active, and handles calls that meet its caller conditions at all times. For example, a call rule for your friend Jim activates whenever Jim calls.

nOnly schedule conditions. The call rule handles all incoming calls during the specified dates and times. For example, a call rule for after business hours (with no caller conditions set) handles all calls after business hours.

nBoth caller conditions and schedule conditions. The call rule handles calls only when both conditions are met. For example, a call rule for your friend Jim after business hours handles only calls from Jim that occur after business hours. If Jim calls during business hours, the call rule does not activate. Likewise, if anyone other than Jim calls after business hours, the call rule does not activate.

Setting caller conditions

Under Activate this rule based on the following conditions, check the types of callers to whom you want the call rule to apply. If you select more than one caller condition, the call rule will apply if any caller condition is met. For example, selecting internal callers and your Friends workgroup will activate this call rule if any internal user or any member of the Friends workgroup calls.

You can select one or more of the following caller conditions:

n

n

n

Internal callers. Strata CS users.

External callers. Callers from outside of your Strata CS system.

Unidentified callers. Callers from outside of your Strata CS system who are also not identified as contacts.

nPerson or Workgroup. A specific user, contact, or workgroup. Select the item from the drop-down list.

To create a new contact or workgroup, click . To edit the current contact or workgroup, ALT-click . See “Entering a new contact” on page 15-4 and “Creating a workgroup” on page 15-15.

Setting schedule conditions

To make the call rule active during certain dates or times only, check Calls at certain dates or times.

If Calls at certain dates or times is unchecked, the call rule is always active and will handle incoming calls that meet its caller conditions at all times.

CHAPTER 16. USING CALL RULES

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Toshiba Strata CS manual Combining caller and schedule conditions, Setting caller conditions, Setting schedule conditions