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Setting a Rule Based on Incoming Caller ID
Article #2684

How do I set a rule based on an incoming caller ID?

Setting up a rule based on Incoming Caller ID can be configured in your online account’s Advanced Call Handling section. This rule will help Administrators and Users manage calls based on the caller ID of the party calling in.

This article shows how Users and Administrators can set this up. Click the link corresponding to your role to learn how to create this rule on your account:

User (can only view and edit your own extension’s settings)
Administrator (can view and edit other user’s settings)

Users

  1. Click Settings, and then Call Handling & Forwarding.

    Click Settings, and then Call Handling & Forwarding.

  2. Under Call Handling & Forwarding, click AdvancedAdd Rule.

    Under Call Handling & Forwarding, click Advanced > Add Rule.

  3. Click Add Rule.

    Click Add Rule.

  4. Enter the Rule name to help you identify the custom Call handling rule that you are creating, and then click Next.

    Enter the Rule name to help you identify the custom Call handling rule that you are creating, and then click Next.

  5. Click the Caller ID checkbox. The Caller ID settings will automatically populate.

    Enter the phone number to use. You can use a partial number, such as just country code plus area code. Contacts from your address book can also be found by simply starting to type their names or numbers. Click Add and then click Next.

    Click the Caller ID checkbox. The Caller ID settings will automatically populate.

    Continue to Define Call Handling actions.

 

Administrators

  1. Click Users, and then select the extension or user that you wish to configure.

    Click Users, and then select the extension or user that you wish to configure.

  2. On the selected User’s info, click Call Handling & Forwarding, and then click Advanced.

    On the selected User's info, click Call Handling & Forwarding, and then click Advanced.

  3. Click Add Rule.

    Click Add Rule.

  4. Enter the rule name to help you identify the custom Call Handling rule that you are creating, and then click Next.

    Enter the rule name to help you identify the custom Call Handling rule that you are creating, and then click Next.

  5. Click the Caller ID checkbox. The Caller ID settings will automatically populate.

    Enter the phone number to use. You can use a partial number, such as just country code plus area code. Contacts from your address book can also be found by simply starting to type their names or numbers. Click Add and then click Next.

    Click the Caller ID checkbox. The Caller ID settings will automatically populate.

    Continue to Define Call Handling actions

Define Call Handling actions

Define the Call handling rule. The following actions determine how calls are handled based on the conditions that you’ve set. Click Save when done.

Forward Calls – Allows you to forward calls to forwarding numbers simultaneously, or in sequential order.

Forward Calls

Take Messages Only – This option send callers directly to voicemail.

Take Messages Only

Play Announcement Only – Plays a pre-recorded announcement and ends the call after the announcement is played.

Play Announcement Only

Unconditional Forwarding – Bypasses the call handling settings and allows the forwarding number to handle the call. Select if you want to forward the call to a different phone number without having to go through your greeting settings. This option is good when you want the call to go directly to your personal voicemail when you don’t pick-up. Enter the phone number on the field provided.

Unconditional Forwarding

Keywords: 2684, extensions, custom rules, call handling, business hours, add custom rule, add rule