The General tab on the Phone Numbers editor compiles and displays the details of all client assigned phone numbers (Agent Dial-In numbers, Extensions, Agent Direct Lines, LCID, Inbound numbers & Caller ID numbers) in a single view for easier management.
You can customize the display of the General tab within the Phone Column grid.
1. Click the cog icon in the upper right corner of the panel. The Phone Column Grid window is displayed.
2. From the list of available fields, select the fields that you want to view.
The following fields are available in the Phone Column Grid:
| Field | Description |
|---|---|
| Inbound Number | Displays the phone number. |
| Inbound Service | Displays the inbound service assigned to the phone number. |
| Number Type | Displays the number type for the phone number. |
| Agent | Displays the Agent assigned to either the Extension or Agent Direct Line number. |
| Inbound Message | Displays the assigned inbound message. |
| LCID Package | Displays the LCID package that lists the number. |
| City | The city registered to the primary address of the contact. |
| State | The state registered to the primary address of the contact. |
| Description | Optional field allowing users to add notes/description. |
| Activity Date | Displays the last activity date. |
| Provisioned Date | Displays the date, the phone number was assigned to the service. |
| Created By | Displays the LiveVox resource that created the number. |
| Last Modified By | Displays the Last resource that adjusted a setting in the Phones Column grid. |
| Active | Displays the active status of the number. |
You can also search, view, and edit inbound phone numbers and their mappings. Search options contain the following fields:
| Field | Description |
|---|---|
| Filter | Options available are All, City, Inbound Number, State. |
| Search By | Options available are Starts With, Contains, Ends With, Regex. |
| Number Type | Options available are Agent at ready in, Callback, Caller id, Group voice mail, Inbound, Local caller id, Other, Personal voice mail. |
| LCID Package | Allows user to select an LCID package from the drop down list. The package contains a list of local caller ID numbers, any one of which (depending on geography) is designed to be displayed on a call recipient’s caller ID. |
| Status | Active or Inactive. |
3. Double-click an inbound phone number row. The Edit Phone Number screen is displayed.
The Edit Phone Number screen displays the following options:
| Field | Description |
|---|---|
| Inbound Number | Displays the phone number listed as Inbound number. |
| Description | Optional field allowing users to add notes/description. |
| Direct Line for Agent | Displays the inbound phone number associated as direct line for an Agent. |
| Number Type | Displays the number type for the phone number. |
| Number Usage | Displays the usage of a phone number. The phone number usage can be associated to the following:
|
| Inbound Service | Select to assign inbound service to the phone number. Click on the link next to the inbound Service drop down menu to select a service. |
| State | The state registered to the primary address of the contact. |
| City | The city registered to the primary address of the contact. |
| Status | Editable field for the current status of the phone number. Possible values include Active and Inactive. |
| Active Date | Displays the last activity date. |
| Provisioned Date | Displays the date, the phone number was assigned to the service. |
| Filter | Filters the list of displayed entities by type. |
| Associated Entities | The Associated Entities section shows if an Inbound number is part of a LCID package, Call-In Group, Agent Audio Path, Service Caller ID, Message template or Agent Phonebook. |
Direct Line Agent
If you select Direct Line for Agent, the Agent Selection window is displayed. On the Agent Selection window, you can select an agent to associate with the inbound phone number. The Direct Line for Agent displays the inbound phone number associated as direct line for an Agent. The associated inbound number populates when the option is set up by Client Services or the users can search and assign the inbound number as Direct Line.
The Agent screen displays the following options:
| Field | Description |
|---|---|
| Search | Select the Search icon to search for an Agent. |
| Logon ID | Displays the Logon Id of the Agents. |
| Agent Team | Displays the team to which the Agent belongs. |
| First Name | Displays First Name of the Agent. |
| Last Name | Displays Last Name of the Agent. |
- Only callback numbers with a number usage type of email are displayed during an email campaign export within Contact Manager.
- Phone Numbers editor does not allow you to add or edit an extension type phone number.
- Agent at Ready In numbers (agent dial in numbers used for the agent persistent audio connection) cannot be assigned to a service.
Bulk Updating Phone Number Records
You can use the Phone Numbers editor to make changes to the information related to a set of filtered phone numbers in bulk.
To bulk update phone number records, follow the procedure below:
1. Filter the set of phone numbers that you want to edit by using the search options.
2. Once the list is generated, click the Bulk Change button to apply changes to the filtered list of phone numbers. The Bulk Change window is displayed.
3. Select the checkbox next to the fields that you want to update, and then specify the updated information in the corresponding fields.
4. Click the Save button to save the changes. If you want to discard the changes, click the Cancel button.