Description

The VIP Portal for Users is a web-based tool that is available to be used to access your own settings, including messages (voicemail, SMS, and fax), add personal contacts, customize your own answering rules and time frames, edit your physical phone settings, music on hold options, and your call history for your extension.
 

Users

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Eligibility

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Summary

Home

The Home screen displays a quick at-a-glance view of the other areas of the portal, including New Voicemail Messages, Active Answering Rule, Active Phones, and Recent Call History. 
 

Call Center

This section shows your current statistics, call history, and any queues that you are assigned to, with the option to log in/out of all queues or specific queues.

To log out using a reason, select the arrow next to the status and choose a reason for logging out.

Messages

This is where you can manage voicemails, chat/SMS messages, and voicemail settings, which are grouped into three tabs:

Voicemail Tab

This tab shows any new voicemail messages that you have received. These messages can be listened to directly from this tab. You can access any saved messages by selecting the drop-down menu.

 

 

Fax

If your organization utilizes Crexendo for your faxing needs, you can send/receive/read faxes through the VIP Portal and email.

For more information, refer to How To: VIP Portal - Receive Inbound Faxes and How To: VIP Portal - Send Outbound Faxes
 

Contacts

This section of the portal is a collection of all internal contacts and any personal contacts that you add to your contacts. 

Refer to How To: VIP Portal - Add a New Contact
 

Time Frames

Time Frames allow you to set periods of time that you want the Crexendo environment to pay attention to, such as vacations, recurring meetings, or emergency leave.

Answering Rules

Answering Rules is where you tell the system what to do during a particular time frame when any of your devices receives a call.

• Answering Rules take on the name of the time frame they are attached to.

  EXAMPLE: The “Business Hours” answering rule is based on the “Business Hours” time frame.

   
• Once the time frame is chosen, you can select what actions should be performed, such as going to voicemail, forwarding to a user, etc.

To create a new Answering Rule, refer to How To: VIP Portal - Create a New Answering Rule
 

Phones

This section is where all devices that are registered to you are displayed.

If you are using a desk phone, you can edit the line buttons using SNAPbuilder, which can be opened by selecting the gear icon next to the phone. 

To learn about editing your phone's buttons, refer to How To: VIP Portal - Configure Phone using SNAPbuilder
 

Music On Hold

This section allows you, as a user, to set specific music or messages that can be played when you place a caller on hold.

Most of the time, music on hold is set at the domain level, and all other users use whatever has been set by the Office Manager. 

If you would like to add your own hold music, speak with your Office Manager first.

Call History

This section of the portal provides a record of all incoming and outgoing calls associated with your extension. The portal will automatically display the last three days of calls, but you can filter for specific dates, numbers, incoming/outgoing, etc.

To filter your Call History calls, refer to How To: VIP Portal - Filter Call History

To block SPAM or ROBO calls, refer to How To: VIP Portal - Block SPAM or ROBO Calls
 

Escalation Information

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