.Phones v2019.4

Phone Services

Navigate to Main > Services > Phones

Phone Service fields

There are a number of fields associated with any given Service. The User can see a full listing of these rules on the Fields, Logic, and Rules page.

Phone Service Tabs

When a Service is of the Phone type, it will have the standard set of tabs as well as a few additional tabs specific to Phones. The 'Tabs' associated with Phones are Charges , Equipment , Contacts , Expense GLAs , Cabling , Pools , Remarks , Service Desk , Attachments , Billing , Call Details , Soft Numbers , Alias , and User Defined Fields .

Adding and Editing a Phone Service

To add a new Phone Service, click the 'Add' button located on the Grid Toolbar above the Services: Phones grid (see above). To customers who utilize the Service Desk portion of the application, it is recommended that all new Services be added via Service Desk so that a complete audit trail of the provisioning process is recorded.

To edit an existing Phone Service, simply double-click the item or highlight the item (single click) and press the 'Edit Selected' button located on the Grid Toolbar above the Services: Phones grid.

Both actions will open a Phone Service data entry form (see below).

Whether a User is editing an existing Phone Service or building a new one, the first step is to ensure that all required fields are fulfilled. Because this section lists only those Phone Services that are currently in-use or available for use, a valid 'Phone Number' is necessarily among the required fields as well as 'Service Type', 'Status', and 'Owner/Contact'.

The remaining fields are 'Location', Service Host', and 'Service Level Agreement (SLA)'. These may automatically be deemed required based upon the User's selection of the Phone Service since the Service may have pre-defined requirements. Additionally, depending on a the USE_RATING_GROUP configuration option the 'Rate Group' field is available to control of how calls on this service are rated.

Users can also specify whether or not the Phone Service is 'Billable', a part of the user organization's 'Directory', flagged as an 'Essential' service, or appears in the E911 report: 'Report 911', by checking or un-checking the appropriate boxes.

Saving a Phone Service

Once the User has satisfied all required fields and added additional information as desired, click the 'Save' button at the bottom of the Phone Service data entry form. The new or newly edited Phone Service will appear on the original Services – Phone Services grid.

Deleting a Phone Service

To delete an existing Phone Service, simply highlight the item(s) to be removed and click the 'Delete Selected' button located on the Grid Toolbar above the Phone Services grid.