How To: VIP Portal - Create a New Answering Rule

Written By Jexter Reyes (Administrator)

Updated at May 6th, 2026

Symptoms

  • Create a new answering rule
     

Procedure

You can create a new Answering Rule in two different tabs: In the Time Frames tab and in the Answering Rules tab.

Answering Rules Tab

  1. From the VIP Portal, select Answering Rules
  2. Select Add Rule at the top right side of the screen.

  3. Select the time frame that you want to apply the rule to from the drop-down menu.

  4. Select what you want the call to do when the time frame is active, such as: Do Not Disturb, Call Forwarding (to your voicemail, to an outside phone number, or to another user), or which phone to ring, such as your mobile app only or desk phone only.
  5. Select Save to complete your answering rule.
 
 

Time Frames Tab

  1. From the VIP Portal, select Add Time Frame
  2. Select Add Time Frame at the top right side of the screen.
  3. Name the time frame so that you can recognize it, such as "Weekly Team Meeting."
  4. Select when you would like this time frame to take place:
    • Always: This would always be in effect unless you deactivate it.
    • Days of the week and times: This would be to schedule a recurring weekly schedule, such as meetings, personal business hours, half-day Fridays, etc. A scheduler will open to set that schedule accordingly.

    • Specific dates: This option would be for vacations, appointments, etc. When selected, a scheduler option will appear to schedule one or several days to apply to the time frame.

    • Holidays: Choose from a selection of local, federal, and International holidays. This is generally set at the domain level by your admins.
    • Custom: Create a custom time frame that combines days of the week, specific dates, and holidays.
       
  5. To choose what your calls do when the time frame occurs, add an answering rule for the time frame.
 
 

 

Escalation Information

Escalation Information: SD1

If you need additional assistance, contact Crexendo Support at 855-211-2255 or email us at support@crexendo.com

 

Change Log

Date Description
May 7, 2026 Article revamped