Manage dial plans

Dial plan defines a set of rules applied whenever the extension places an Outbound call. The dial plan can be used to define permissions and call traffic routing.

Warning: Dial plans are only configured by advanced users.

 

On the Dial plans page, you can:

 

Dial Plans list

The Manage dial plans window shows a list of dial plans created, along with the selected information about them:

Dial_plans_home.png

 

On the Dial plans homepage you can:

 

To edit the information displayed:

  • Click on settings_icon.png to open the settings pop-up:
    Dial_plans_settings.png
  • On the pop-up:
    • Click on the check box of the information you want displayed.
    • The selected columns have a Settings_pop-up_check.png and are presented on a list on top.
    • The unselected columns have a Settings_pop-up_uncheck.png and are present on a list below.
    • Click SAVE to apply changes.

The information available for selection is:

Name  -  The dial plan identification.
Description  -  The dial plan description.
Applies to  -  Who will be under the dial plan rules.
Tip: Click on a dial plan, from the list, to open that dial plan configuration page.

 

To refresh the information displayed:

  • Click on Users_REFRESH.png.

 

To filter the information displayed:

  • Click on Users_filter.png.
  • Select a category from the drop-down menu.
  • On the selected category, click on Users_filtericon.png.
  • Select the desired itens.
Note: Click on Users_filternot.png to delete the filter.

  

To delete a dial plan:

  • Select the dial plan(s) by clicking on the row's checkbox.
  • On the top right-side of the screen, click on Users_delete.png to delete the dial plan(s).
                        or
  • Click on Users_actions.png on the dial plan's row.
  • Click on Delete from the drop-down menu.

 

Create Dial plan

Click on Dial_plans_create.png to open the Create dial plan pop-up window:
Dial_plans_create_popup.png

On the Create dial plan pop-up window:

  • Insert the dial plan name (mandatory).
  • Insert a dial plan description (mandatory).
  • Select, on the Use as global profile for the company, if the dial plan:
    • Applies to a specific set of users.
    • Applies to all users.
  • Select, on the Inherits default profile's rule, if the dial plan:
    • Don't process rules from default profile.
    • Process rules from default profile.
  • Click CREATE to apply changes and close the pop-up window.
 Note: To know more on how to use dial plans, click here.

Edit Dial plan

 Click on the dial plan, on the list, to open the dial plan profile:

Dial_plans_edit.png

Edit dial plans allows you to:

 

Edit the dial plan information

Click on User_profile_edit.png to open the dial plan pop-up window:

Dial_plans_edit_popup.png

On the dial plan pop-up window:

  • Insert the dial plan name (mandatory).
  • Insert a dial plan description (mandatory).
  • Select, on the Use as global profile for the company, if the dial plan:
    • Applies to a specific set of users.
    • Applies to all users.
      Note: If Applies to all users is selected, the USERS tab is hidden, since the dial plan will apply to all users.
  • Select, on the Inherits default profile's rule, if the dial plan:
    • Don't process rules from default profile.
    • Process rules from default profile.
      Note: If Process rules from default profile is selected, after checking the dial plan rules, the system will also check the Global rules.
  • Click SAVE to apply changes and close the pop-up window.

 

Edit the dial plan profile

Click on Users_actions.png to open the drop-down menu:

Management_BLockedlists_profile.png

On the drop-down menu you can:

  • Delete - Delete the dial plan.

 

Configure the dial plan rules

Click on User_profile_edit.png to open the Dial plan rules pop-up window:

Dial_plans_Rules.png

On the Dial plan rules pop-up window you can:

  • Click User_profile_edit.png to edit a dial plan.
  • Click User_profile_deletecampaign.png to delete a dial plan.
  • Click on CREATE RULE to open the Create rule pop-up window:
    Dial_plans_Rules_create.png
  • On the Create rule pop-up window:

    • Insert the dial plan's name (mandatory).
    • Insert the expression, on Match expression (mandatory).
    • Insert the contact, on Destination Contact (mandatory)
    • Click CREATE to apply changes and close the pop-up window.
  • Click SAVE to apply changes and close the pop-up window.

 

See the dial plan users

On the Users tab you can see the users associated with the dial plan:

Dial_plans_users.png

Tip: Click on a user, from the list, to open that user configuration page.
Note: To add users to the dial plan list, configure the extension's communication settings.

 

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