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[ADMIN] Editing your Company Dial-by-Name-Directory Settings
Article #2599

How do I set up my Office@Hand Company Dial-by-Name Directory settings via the Online account? How do I enable or disable the Dial-by-Name Directory on my mobile app?

Dial-by-Name Directory enables your callers to find extensions in your system by last name when they press the extension number of your Directory when calls are answered by the auto-receptionist.  The following settings can be configured:

Enable or disable the Dial-by-Name directory – You can toggle On or Off to enable or disable the Dial-by-Name directory feature, depending on your preference.

Select the extensions you want to include in the Dial-by-Name directory – By default, all of the extensions and departments are included in the Dial-by-Name directory list.

Change the Directory Extension number – You can change the Directory Extension number according to your preference.

Change how extensions are searched – You can either set the extensions to be searched by first name or last name on the Dial-by-Name directory.

QUICK TIP:  You have to dial the extension directly when Dial-by-Name directory is disabled.

IMPORTANT: Only the Super Admin, Phone System Admin, and Custom Roles with permission to access Phone System > Auto Receptionist can edit the Dial-by-Name Directory settings. See Office@Hand: User Roles and Permissions for more information.

Click on links below to learn about how the settings can be changed on any of the following:

Editing Dial-by-Name Directory Settings on the Online account
Editing Dial-by-Name Directory Settings on the mobile app 

Editing Dial-by-Name Directory Settings on the online account

Note: You need to be an Account Administrator to perform this action. 

  1. Log in as an Administrator to your Office@Hand online account.
  2. Go to the Phone System section on the Admin Portal.

    Go to the Phone System section on the Admin Portal.

  3. Click Auto-Receptionist, then click Dial-by-Name Directory.

    Click Auto-Receptionist > Dial-by-Name Directory.

  4. Under the Dial-by-Name Directory section, you will see the following settings. Click on links below to learn about modifying each setting:

    Enable or disable the Dial-by-Name directory
    Select the extensions you want to include in the Dial-by-Name directory
    Change the Directory Extension number
    Change how extensions are searched

    Enable or disable the Dial-by-Name directory 

    You enable or disable the Dial-by-Name Directory by clicking the slider button. Click Save.

    Enable or disable the Dial-by-Name directory

    Select the extensions you want to include in the Dial-by-Name directory 

    By default, all of the extensions and departments are included in the Dial-by-Name directory list.

    1. Click Edit below Searchable Extensions to edit the list.

      Select the extensions you want to include in the Dial-by-Name directory

    2. Select the Extension(s) that you want to include in the directory by ticking the check box beside the Name. Click Done

      Note:  You can also type in the Search box and select from the list of Departments to locate the Extension. Click Show All to see all your Extensions or Show Selected to see also the selected Extensions.

      Select the Extension(s) that you want to include in the directory by ticking the check box beside the Name. Click Done. 

    3. Click Save.

      Click Save

      Change the Directory Extension number

      The default extension for the dial-by-name directory is 9. You can change the Directory Extension number.

      Enter the number on the boxx provided, then click Save.

      Change the Directory Extension number

      Change how extensions are searched

      You can either set the extensions to be searched by first name or last name on the Dial-by-Name directory.

      Click Save.

      Click Save.

 

See Also:
Office@Hand: Auto-Receptionist Overview

Keywords:  2599, Dial-by-Name Directory, directory, directories, Office@Hand, Dial-by-name Directory, dial by name directory overview