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Info

This document explains how to set up a Boss / Secretary configuration. This scenario is especially useful for big enterprises and public administration with complicated hierarchy. For smaller companies, consider configuring a Director-Secretary Switch

Created: October 2018

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Configuration scenario

  • Boss can decide whether or not to accept calls
  • Boss should always be able to receive calls from the secretaries
  • Boss should always be able to receive calls from other bosses
  • Secretaries should be notified when the boss is receiving an incoming call

...

  • Add the boss's extension (118 in our example) as Called number, and, using custom applications, add secretaries extensions to whitelist (1338 and 1339 in our example):
    • Called number - 118 (boss)
    • Custom application - GotoIf($["${CALLERID(num)}" = "1338"]?whitelist${EXTEN},1) - adds the secretary's extension (1338) to whitelist
    • Custom application - GotoIf($["${CALLERID(num)}" = "1339"]?whitelist${EXTEN},1) - adds the secretary's extension (1339) to whitelist
    • Dial the phone - Set (called number) - select "Remove" instead of "Custom"


Note

Note: in the same way you can add other extensions that should be always able to reach the boss (e.g. other bosses) to the whitelist


  • To the same procedure, add a rule allowing the extensions, which are present in the whitelist, to dial the boss: 
    • called number - whitelistXXX

    • Set - Type of call - whitelist
    • Dial the phone - Set (called number) - select "Remove" - 9 (called number whitelistXXX becomes XXX)

...

You can do this configuration either in Collaboration Settings → Features or in WMS → Users → Edit preferences → Features for the boss's extension (118 in our example):

  • Edit "Internal" call class: enable "Call Forward All" - 593, where 59 is Feature code for Call group, 3 is the Call group where the secretaries are present (1338, 1339)

    Note

    Note: when the boss would like to start accepting calls from everyone, it's sufficient to disable "Call Forward All"


  • Edit "Whitelist" call class: Activate class 

...

  • Add "Colleague" Function key - 118 (boss) and options 0 1 0 which enables "audio notification" allowing the secretary to receive an audio notification each time the boss is receiving an incoming call. 


Note

Note: in the future releases it will be possible to set a custom ringtone for BLF keys audio notification


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