Scope: Functions featured in this guide are only available to Office Managers.
Implementation
Quick Tip: To implement and adjust a Temporary Forward, you can access the Primecall portal from any device on any network. If you lose power or if you lose internet, you can use your phone's web browser or you can go home and implement the “Temp Forward” time frame you are about to learn how to create.
Step 1: Create a Time Frame
To add a rule for a temporary forward, we will need to make a Time Frame. To do so…
- Navigate to the Time Frames page.
- In the Time Frames page, click the Add Time Frame button.
✔ Doing so will pull up the Add a Timeframe modal.
- In the Name box, type a name to identify the time frame with later.
- In the When section, make sure Always is selected.
- Click the Save button.
Step 2: Create a Temporary Forward Answering Rule
Now that the Timeframe is created, we will need to apply it to the answering rules of the user that will need the forwarding.
Find the Destination of a Number
- Navigate to the Users page.
- In the search bar, type either the name or extension number associated for the user.
- Click the Edit icon and select Answering Rules.
✔ Doing so will pull up the user's Answering Rules tab.
- Click the Add Rule button.
✔ The Add an Answering Rule modal will appear.
- Use the Time Frame drop-down to select the Temporary Forward time frame.
- To have this forwarding active immediately, leave the Enabled box selected.
✔ When the answering rule have been created, the forward will show as Active.
- In the Call Forwarding section, select Always and type in the destination for these forwarded calls.
Quick Tip: An extension number, phone number, auto attendant, etc. can be typed in as the destination.
- Click the Save button.
- Reprioritize the answering rules list to ensure the Temporary Forward is above the Business Hours rule.
- When the temporary forwarding is no longer needed, click the Edit
icon and deselect the Enabled box.