Working With Inventory
Table of Contents
Prerequisites: Displaying the Inventory Page Managing Phone Numbers Filtering Phone Numbers Editing Phone Numbers Exporting Phone Numbers Managing Phone Hardware Filtering Phone Hardware Adding Phones Editing Phones FlowchartPrerequisites:
- Manager Portal access with Office Manager scope.
The Inventory page allows you to manage your phone numbers and phone hardware.
Displaying the Inventory Page
All inventory tasks are performed from the Inventory page. To display this page, click the Inventory icon on the menu bar:
The following figure shows an example of the Inventory page. The page has two tabs:
- Phone Numbers allows you to filter, edit, and export phone numbers.
- Phone Hardware allows you to filter, add, edit, and export information about phone
hardware.
The
The button at the top-right side of the page refreshes the information.
Managing Phone Numbers
The Phone Numbers tab allows you to filter, edit, and export phone numbers.
Filtering Phone Numbers
You can filter phone numbers and view only those that interest you using the Filter button.
- From the Phone Numbers tab, click the Filters button. The Phone Number Filters pop-up window appears.
- Complete the fields.
- Click Set Filters. The Phone Numbers tab shows only the phone numbers that match your criteria. If no phone numbers match your criteria, a message informs you that your filter does not match the user-specified setting.
| Setting | Description |
| Phone Number | Enter all or part of the phone numbers you want to view. |
| Treatment |
Select a treatment for the phone numbers you want to view. Choices are:
|
| Language | Allows for the setting of a default language on incoming calls through the DID Table. |
| Destination | Enter the name or extension of the phone destination. |
| Notes | Enter optional notes about this phone number. |
Editing Phone Numbers
To edit phone numbers:
- From the Phone Numbers tab, either:
– Click a phone number
OR
– Hover over a phone number, and then click the
icon at the far right of the Phone Numbers tab. For example:
Either step displays the Edit pop-up window. For example:
- Complete the fields.
- Click Save.
| Setting | Description |
| Treatment |
Select a treatment for the phone numbers you want to view. Choices are:
|
| Language | Change the default language setting on incoming calls through the DID Table. |
| Notes | Enter optional notes about this phone number. |
| Caller ID Prefix | Enter a prefix to the caller ID for this phone number. Range: up to 64 alphanumeric characters. |
Exporting Phone Numbers
You can export phone numbers in CSV format and then open them in Microsoft Excel for further manipulation.
- From the Phone Numbers tab, click the Export button.
- When prompted, click Save.
Managing Phone Hardware
The Phone Hardware tab allows you to filter, add, edit, and export information about the
phone hardware in your system.
Filtering Phone Hardware
Using the Filter button, you can filter phone hardware and view only the phones of interest
to you.
- From the Phone Hardware tab, click the Filters button. The Phone Hardware Filters pop-up window appears.
- Complete the fields.
- Click Set Filters. The Phone Hardware tab shows only the phones that match your
criteria. If no phones match your criteria, a message informs you that your filter has no matches.
Adding Phones
To add phones:
- From the Phone Hardware tab, click the Add Phone button. The Add Phone pop-up
winin this window depend on the selected make and modelphone's make and model, select the preferred server you want to associate with itbe put in manual configurations thatdow appears, with the Basic tab displayed.
- Complete the fields.
Editing Phones
To edit phones:
- From the Phone Hardware tab:
– Hover over a phone, and then click the
icon at the far right of the Phone
Numbers tab. For example:
This displays the Edit pop-up window. For example: - Complete the fields in the Basic and Advanced tabs.
- Click Save.
| Setting | Description |
| Model | Adding a phone: enter the telephone’s make and model. The remaining fields that appear in this window depend on the make and model selected. Editing a phone: read-only field that shows the phone model. |
| MAC Address | Enter all or part of the MAC address of the phones you want to view. |
| Make and Model | Select the make and model of the phones you want to view. |
| Notes | Enter optional notes about this phone filter. |
| Directory | If this setting is available for your make and model of phone, select a directory for this phone. |
| Preferred Server | If this setting is available for your make and model of phone, select the preferred server you want to associate with this phone. |
| Transport Method |
Select a transport method for the phone. Choices are: UDP |
| Manual Overrides | This area will be put in manual configurations that would not be entered using Button Builder. Most user scopes will not see this option as it is a more advanced feature. |
Exporting Phone Hardware Information
You can export phone hardware information in CSV format and open it in Microsoft Excel for further manipulation.
- From the Phone Hardware tab, click the Export button.
- When prompted, click Save.
