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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. 
  2. The Phone Column Grid pop-up appears. From the list of available fields, select the fields that you want to view.

    The following fields are available in the Phone Column Grid:

    FieldDescription
    Inbound NumberDisplays the phone number.
    Inbound ServiceDisplays the inbound service assigned to the phone number.
    Number TypeDisplays the number type for the phone number.
    AgentDisplays the Agent assigned to either the Extension or Agent Direct Line number.
    Inbound MessageDisplays the assigned inbound message.
    LCID PackageDisplays the LCID package that lists the number.
    CityThe city registered to the primary address of the contact.
    StateThe state registered to the primary address of the contact.
    DescriptionOptional field allowing users to add notes/description.
    Activity DateDisplays the last activity date.
    Provisioned DateDisplays the date, the phone number was assigned to the service.
    Created ByDisplays the LiveVox resource that created the number.
    Last Modified ByDisplays the Last resource that adjusted a setting in the Phones Column grid.
    ActiveDisplays 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:

    FieldDescription
    Filter Options available are All, City, Inbound Number, State.
    Search ByOptions available are Starts With, Contains, Ends With, Regex.
    Number TypeOptions available are Agent at ready in, Callback, Caller id, Group voice mail, Inbound, Local caller id, Other, Personal voice mail.
    LCID PackageAllows 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.
    StatusActive 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:

    FieldDescription
    Inbound NumberDisplays the phone number listed as Inbound number.
    DescriptionOptional field allowing users to add notes/description.
    Direct Line for AgentDisplays the inbound phone number associated as direct line for an Agent.
    Number TypeDisplays 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:

    • Email: Select the Email option to assign the phone number for email campaign.
    • Mail - Select the Mail option to assign the phone number for mail campaign.
    • SMS - Select the SMS option to assign the phone number for SMS campaign.
    • Voice - Select the Voice option to assign the phone number for voice campaign.
    Inbound ServiceSelect to assign inbound service to the phone number. Click on the link next to the inbound Service drop down menu to select a service. 
    StateThe state registered to the primary address of the contact.
    CityThe city registered to the primary address of the contact.
    StatusEditable field for the current status of the phone number. Possible values include Active and Inactive.
    Active DateDisplays the last activity date.
    Provisioned DateDisplays the date, the phone number was assigned to the service.
    FilterFilters the list of displayed entities by type.
    Associated EntitiesThe 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:

FieldDescription
SearchSelect the Search icon to search for an Agent.
Logon IDDisplays the Logon Id of the Agents.
Agent TeamDisplays the team to which the Agent belongs.
First NameDisplays First Name of the Agent.
Last NameDisplays 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.
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