Vertical Communications TeleVantage 7.5 Opening contacts from within other folders, Examples

office’s PBX system uses a random trunk for all outgoing calls. The Caller ID name, however, remains constant, so you should use that for association.

QIf the call is from a standardized Caller ID name (for example, california - 7605550807). In cases where the Caller ID name is standardized for many different phones, you should use the phone number for association.

Using contact PINs for guaranteed recognition

Contact PINs provide a guaranteed way for callers to be recognized by TeleVantage whenever they call. A contact with a PIN can call from any phone number and be identified by TeleVantage.

Contact PINs are unique numbers that you give out to contacts. Contacts add their PINs to your extension when they call you.

Examples:

QYour extension is 177, and you give Mr. Jones a contact PIN of 55. Mr. Jones calls your office, and when prompted to enter your extension, he types in 17755. TeleVantage is thus assured of identifying this call as coming from Mr. Jones.

QIf you have a car for sale, you could advertise it in the paper with your extension plus a contact PIN (for example, “Call me at ext. 17756”). Set up the contact as “Car buyer” with a PIN of 56. Now when anyone calls about the ad, it appears as from “Car buyer” in your Call Monitor.

To enter a contact PIN

1.In the Contacts folder, double-click the contact for whom you want to create a contact PIN. The Contact dialog box opens.

2.Click the Caller Identification tab.

3.Under Contact PIN, enter the number that you intend to give to this contact. If the contact PIN you entered conflicts with one already created, TeleVantage prompts you to enter a different number.

4.Click OK.

Note: You cannot enter a contact PIN for a public contact.

Opening contacts from within other folders ___________________

After an incoming call has been identified as coming from a contact, you can easily open the contact record from a Voicemail folder (if the contact left a voice message) or the Call Log folder. Select the call or voice message, and then choose Actions > Open Contact.

16-12 USING TELEVANTAGE