Introduction
Call forwarding isn’t what it used to be, it’s incredibly versatile and pretty essential to streamlining workflows. This feature helps make sure callers are able to reach the right person—even if they aren’t in the office.
With the possibility of answering calls on a mobile phone, teams can do work on the move and get more done during the day. Need to prevent late-night work calls? Call forwarding helps with that too by using answering rules to send after hours calls to the right place, like to voicemail or an Auto Attendant.
This tutorial explains how to customize call forwarding for an individual using Answering Rules in the Pilot Voice Portal.
How to Create a New Call Forwarding Answering Rule
Step 1: Log in to the Pilot Voice Portal. Your Login Name will be in the format of extension@domain.
Note: If you’re an admin, once logged in, click your name in the top corner and select My Account from the dropdown options.
Step 2: Click Time Frames in the navigation bar.
Step 3: Use the Add Time Frame button to create a new Time Frame with Call Forward as the Name. Choose Always to specify when this answering rule should work. Click the Save button.
Step 4: Using the navigation bar, go back to Answering Rules. Then press the Add Rule button to complete the new Answering Rule.
Step 5: Check the box for Always and then type the extension number you want to forward to. This number can be internal or external, like a mobile number.
- 10-digit Phone Number: Overwrites Caller-ID to User's Caller-ID in the portal
- 11-digit Phone Number (1+): Does not overwrite the Caller-ID (Ex. 13051112222)
Step 6: Click Save to finish adding the answering rule. Then use the up/down arrows to drag this new rule to the top of the answering rule list.
- Using the up/down arrows at the left of the Answering Rules drag the new rule to the top
How to Edit Call Forwarding in Active Answering Rules
Step 1: Log in to the Pilot Voice Portal. Your Login Name will be in the format of extension@domain.
Note: If you’re an admin, once logged in, click your name in the top corner and select My Account from the dropdown options.
Step 2: Choose Answering Rules in the navigation bar. The answering rule will have an Active tag. Click the edit icon next to the rule.
Step 3: In the Call Forwarding preferences, check the box for Always and then type the extension number you want to forward to. This number can internal or external, like a mobile number.
- 10-digit Phone Number: Overwrites Caller-ID to User's Caller-ID in the portal
- 11-digit Phone Number (1+): Does not overwrite the Caller-ID (Ex. 13051112222)
Step 4: Click Save to finish editing the answering rule. Call forward is good to go for as long as this rule is Active.
There you have it—adding new rules or editing rules that are already in play. When you’re ready to turn off call forwarding, uncheck the Always box or drag the new rule to the bottom of the list of options.
