A member can set up call forwarding on their dashboard view by clicking on the “settings” icon, located on the top right-hand side. Then click on “Edit Profile” from the drop-down menu.
This will take you to the Personal Information view, here a member can implement Call Forwarding.
Under the “Settings” section you will find:
- Personal Voicemail
- Call Forwarding
- Email Signature
By default Call forwarding is disabled, to enable it click on the pencil icon, located on the far right-hand side
The Call Forward setting tile will appear, you will need to click on the “Disabled” toggle to enable the feature and then set the “From” and “To” times and indicate whether the calls need to be forwarded to a phone number or member extension.
The last step is to input the phone/extension number that the calls must forward to.
Once you have completed the above-mentioned actions, click on “done” to save the changes, and activate the Call forwarding.
To disable call forwarding, click on the Pencil icon located on the far right-hand side, this will open the “Call Forward” tile.
From here click on the “Enabled” toggle, then click on “Done”, this will disable the call forwarding feature.
When call forwarding is active at a member level as described above, it will forward any calls received by the member as long as it is within the set time frame, regardless of weekends, holidays, or if the member is logged in or not.
For Agents and Office Employees, this means that any calls received by them from a Work Flow will be transferred as well as calls received via internal transfers or direct calling.