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Your Extension - Web Soft Phone
Another Extension - The Portal
Your Extension - The Portal
This article assumes you are logged into the Manager Portal as an Advanced User or higher.
If you do not know your login name or password, please click here or contact CallHarbor Support.
If you do not have an Answering Rules tab, or need assistance with updating your answering rules, please contact CallHarbor Support, including:
- Your Name
- Your Extension
- Your Company Name
- Timeframe
- Call Routing
For instructions on adding a new answering rule, please click here.
1. Select the Answering Rules tab
If you are a Call Center Supervisor or higher, you may need to switch the view of the portal from the entire phone system to your extension only. To do this, click on your name in the upper right-hand corner, then select My Account
2. Click and hold the arrows to the left of the answering rules to drag the answering rule up or down.
Answering Rules follow a top-down priority. The rule in the highest row with an active timeframe will become the active rule.
3. Once you have reordered a rule, a "You have reprioritized your answering rules" popup will appear at the top. Reorder all necessary rules.
4. Click the Save button. Cancel will disregard the changes.
5. After saving, a "Answering rules have been reprioritized" popup message will appear across the top of the screen
Your Extension - Web Soft Phone
This article assumes you are logged into the Web Soft Phone.
If you do not know your login name or password, please click here or contact CallHarbor Support.
If you do not have an Answering Rules tab, or need assistance with updating your answering rules, please contact CallHarbor Support, including:
- Your Name
- Your Extension
- Your Company Name
- Timeframe
- Call Routing
For instructions on adding a new answering rule, please click here.
1. Select the Answering Rules Tab
Full Screen View:
Minimized Screen View:
2. Click and hold the two bars to the right of the answering rules to drag the answering rule up or down.
Answering Rules follow a top-down priority. The rule in the highest row with an active timeframe will become the active rule.
3. The change is saved automatically and the active answering rule will be updated, if applicable to the answering rule's time frame
Your Extension - Mobile App
This article assumes you are logged into the CallHarborUC app.
If you do not know your login name or password, please click here or contact CallHarbor Support.
If you need assistance with updating your answering rules, please contact CallHarbor Support, including:
- Your Name
- Your Extension
- Your Company Name
- Timeframe
- Call Routing
For instructions on adding a new answering rule, please click here.
1. Select the More tab
2. Click 'User Settings'
3. The answering rule currently in the highest priority will appear as the selected rule in the 'Reorder' drop-down
4. Use the dropdown to select the new highest-priority rule
4. The reorder will be saved automatically. The Save button refers to the Inbox settings and checking/unchecking these options
Another Extension - The Portal
This article assumes you are logged into the Manager Portal as a Call Center Supervisor, Site Manager, or Office Manager.
If you do not know your login name or password, please click here or contact CallHarbor Support.
If you need assistance with updating answering rules, please contact CallHarbor Support, including:
- Your Name
- Your Extension
- Your Company Name
- Timeframe
- Call Routing
For instructions on adding a new answering rule, please click here.
1. Call Center Supervisor: Select the Agents Tab
Office/Site Manager: Select the Users Tab
2. Locate the extension to be updated. You can use the search function to search: Extension Number, First Name, Last Name, Site, or Department
3. Once located, click either the name of the extension or the pencil icon.
4. If name clicked: Switch to the Answering Rules sub-tab
If pencil clicked: Select the Answering Rules option from the dropdown
5. Click and hold the arrows to the left of the answering rules to drag the answering rule up or down.
Answering Rules follow a top-down priority. The rule in the highest row with an active timeframe will become the active rule.
6. Once you have reordered a rule, a "You have reprioritized your answering rules" popup will appear at the top. Reorder all necessary rules.
7. Click the Save button. Cancel will disregard the changes.
8. After saving, a "Answering rules have been reprioritized" popup message will appear across the top of the screen
