Configure Speed Dials & Sorting List
Written by Marissa Orsini
Updated at March 14th, 2024
Table of Contents
Scope
Intended Audience: White Label Partners
This article outlines the process for setting up speed dials in the PBX and adding them to SNAPbuilder for sorting.
Requirements
White Label Access to Manager Portal
Create Speed Dial User
- Log in to the Manager Portal
- Navigate to the domain you wish to create speed dials for
- Select Users
- Click Add User (or Import Users)
- Complete the following fields, leaving all others default:
- First Name: Contact First Name
- Last Name: Contact Last Name
-
Extension: Speed dial extension number
NOTE: Remember to follow reserved number space when configuring extensions - Department: To display speed dials as part of a group, enter a new or existing department name
- User's Scope: No Portal
- Add Phone Extension: No
- Voicemail: Set a Voicemail PIN
- Click Add User
Configure Forwarding for the User
- Click on the previously created user
- Navigate to Answering Rules
- Select the Default answering rule
- Select Call Forwarding Always and enter the 11 digit phone number
- Click Save
Set Speed Dials in SNAPbuilder
- Navigate to Inventory > Phone Hardware
- Select the MAC address of the phone you'd like to use
- Click All Contacts
- Under directory source, choose the department to show
- Click Extension to sort by extension, first name, or last name
- Click Done
- Select the vertical ellipses menu next to the BLF key you'd like to start showing at
- Click Cascade Directory (dynamic)
- Click Save and Resync or Save as new template to apply the template to multiple phones
