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Configuring a Phone System - 365 Management

Connor
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The Phone screen allows you to configure the settings for your Phantom or external phone system.

booking source phone screen.png

To access this screen:

  1. Click on IVR from the Booking > Booking Source dropdown menu.

    booking source phone menu item.png

The following settings can be configured:

Note: The following settings are [ Advanced ] and should only be changed by a qualified Autocab engineer.

Phone System

  • Phone System Type: Select which phone system type is being used.
  • Phone System URL: Enter the web address of the phone system's interface.
  • Phone System Username: Enter the username for the phone system. 
  • Phone System Password: Enter the password for the phone system. 

Call Recording

  • Call Recorders: Enter the details for the call recorder machine so calls can be recorded and listened to. 

Call Statistics

  • Enable Call Logging And Statistics: This should be enabled to ensure calls are logged and statistics recorded. 
  • Call Monitor Shift Reset Times: Only used for testing the old call monitoring software. 
  • Call Monitor Ignore Short Missed Calls: Set how long a call can ring for before it is classed as a missed call. 

To access the advanced settings:

  1. Click on the Advanced Mode button.

    Advanced.png
  2. Click on the OK button on the pop-up message.

The greyed-out settings can then be accessed.

Caller ID

  • Enable Caller ID: Enable to show a customers caller ID and previous booking details when they call to place a booking. 
  • Caller ID Address: Enter the IP address of the CLI machine.
  • Caller ID Port: Enter the Port number of the CLI machine.
  • Booking Alert Mode: Select if current or previous bookings should show on the booking form when a customer calls. 
  • Booking Alert Events: Enable to display caller ID event alerts. 
    • Call Answered: Enable to display a customers Caller ID records when the call is answered.
    • Call Transferred: Enable to display a customers Caller ID records when the call is transferred.
  • Caller ID Booking Fields: Select which booking fields should be attached to the caller ID when placing a booking. 
  • Called IDs: Click to add caller IDs for your company. 
  • CLI Default Booking Mode: Select ON for both landlines and mobiles to ensure CLI records are saved for both sources. 
  • Maximum CLI Records Per Phone Number: Set the maximum number of CLI records to display per phone number. 
  • Minimum Valid Phone Number Length: Set the minimum length for valid phone numbers. 
  • Local Area Code: Set your company number local area code.

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