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Accessing a Profile

To access a profile:

  1. On the Configure tab, click Voice > Profiles.
    The Profiles window appears.

  2. In the Profiles field, select the profile that you want to access.
    The profile appears displaying values in the Profile ID, Name, and Description fields. 

Creating a Profile

To create a profile:

  1. On the Configure tab, click Voice > Profiles.
    The Profiles window appears.
  2. Click Add Profile.
    The Profile Name window appears.

  3. Enter a name to identify the profile, and then click OK.
    The Name field in the Profiles window displays the name that you entered.

  4. If required, in the Description field, enter a description for the profile.

  5. Click Save Profile.
    The profile is created.

  • The profile appears as an option in the Dialing Profile field on the Settings tab of the Client and Services windows.

  • The profile assigned to a service takes precedence over that of the profile assigned to a client.
  • If the services associated with a client do not have a designation, they are automatically assigned the profile that is assigned to the client.

Any new profiles that you create and apply inherit only the default customer contact window, which is 08:00–21:00 local time. State exclusions for Nevada and Pennsylvania are not included—you must add them if required.

After you create a profile, you must add policies to the profile.

Copying a Profile

To copy a profile:

  1. On the Configure tab, click Voice > Profiles.
    The Profiles window appears.

  2. In the Profiles field, select the profile that you want to copy, and then click Copy Profile.
    The Copy Profile window appears.

  3. In the New Profile Name field, enter a name to identify the profile.
  4. If required, in the New Profile Description field, enter a description for the profile.
  5. Click Ok.
    The profile is copied, and the new profile appears in the Profiles window.

Deleting a Profile

A deleted profile cannot be restored.

To delete a profile:

  1. On the Configure tab, click Voice > Profiles.
    The Profiles window appears.

  2. In the Profiles field, select the profile that you want to delete, and then click Delete Profile.
    The Confirm window appears.

  3. Click Yes.
    The profile is deleted.
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