Manage Templates

When there are a large number of phones in your Inventory, it may not be practical to edit the phones' configurations one-by-one. To make editing multiple phones easier, Configuration Templates can be used. 

Add or Copy and Edit a Template

To view and edit a configuration template…

1. Click the Phone Manager button.
   
   

   Quick Tip: Alternatively, you can click the arrow  and select Manage configuration templates.
   

2. In the Phone Manager Launcher menu, click the Manage all templates hyperlink.
   
   

   ✔ Doing so will pull up the Phone Manager Configuration Templates menu.
   

3.  Add a template or Copy an existing template.
   

   Add a New Template

    

   Copy a Template

    

Customize Your Template

When looking at a newly added or copied template, there are several ways you can personalize the template using the Phone Manager tool.

You can…

1. Click the Directory button and use the Directory Source drop-down to select what contacts should be shown. 
    or 
   
2. Add Features to your line keys to match your preferences. 
   
   

   Line Key Feature Options

    
3. Lock line keys to prevent users from editing certain buttons while viewing their own phones. 
   
4. Add a Custom Label to name a line key.
   
5. Use Phone Manager's additional options.
   
   • Cascade Directory (static) - Auto fills the button being assigned, and all subsequent buttons, with static BLFs for the current directory entries.
   • Cascade Directory (dynamic)- Auto fills the button being assigned, and all subsequent buttons, with dynamic BLFs which update whenever the phone resyncs.
   • Clear Button - Deletes the button assignment and resets it to initial state.
   • Cascade button clear - Deletes the button assignments for all subsequent buttons.
6. Reorder line keys by dragging the button ID circle and dropping it onto another spot.
   
7. Zoom in or out when viewing the phone image. Click Reset to return the phone image to its default view.
   
8. Once done configuring the template, click Save (for new templates) or Save as new template (for copied templates).
   

Apply a Template

After a template has been made, it can be applied to phones on the account. This can be done to a single phone or multiple phones at a time.

Single Phone Template Update

1. In the Phone Manager tab, click the Phone Manager icon  next to the phone needing the change.
   
2. Click the Templates button and select a template from the dropdown.
   
3. Click the Apply Template button.
   
   

   ✔ You should see the buttons appear on the Phone Manager screen.

4. Click Save and Resync to apply the template to the device.
   
   

   Quick Tip: Alternatively, you can click the Save button to apply the changes in the portal and have the phone update later during its nightly update.

Bulk Update Selected Devices

Once you have created/edited a template, you can apply it to multiple phones.

To apply a template…

1. In the Phone Hardware tab, click the check boxes to select the devices you wish to apply the template to.
2. Click the Phone Manager drop-down arrow and select Apply a template to selected Devices.
   
   

   ✔ The Bulk Edit Phone Manger Templates menu will appear.

3. In the Configuration Templates section, search for and select the template.
   
4. Select Apply and Resync to apply the changes to both the portal and the phones.
    
   

   Quick Tip: Alternatively, you can click the Apply button to apply the changes in the portal and have the phones update later during their nightly update.