Preferences
The Preferences menu allows you to customize settings for your extension and the FortiVoice user portal.
- Click the account icon.
- Click Preferences.
- You can customize the settings for the following preferences:
- User Setting
- Display Preference
- Incoming Calls
- Quick Mode
- Notification Options
- Voicemail Options
- Conferencing Options
- Twinning Setting
GUI field
Description
User Setting Number Displays your extension number (read-only). Display name Displays the caller ID on the extension, usually the name of the extension user (read-only). Emergency caller ID Displays the caller ID to display on the destination phone when the emergency number is dialed (read-only). External caller ID Displays a particular caller ID on a called phone instead of the FortiVoice main number or the trunk phone number (read-only).
The format must be
name<phone number>, such asjdoe<2221111234>. If you are not sure about this feature, contact your administrator for more information.Call forward Enable to forward phone calls and enter the phone number to forward the calls. Idle timeout Enter the duration of time in minutes before you are logged out of the user portal. Set the value between 1 and 1440 (maximum of one day in minutes). Change PIN number
Click to enter and confirm a new PIN for accessing your voicemail. You must enter your current PIN before choosing a new PIN.
Change User Password
The Change User Password is available when the FortiVoice Cloud system administrator has set your extension to use the local authentication type for web access.
Click to enter and confirm a new user password for accessing the user portal. You must enter your current password before choosing a new password.
Click and scan to login softclient
Click to view and scan your softclient QR code. To scan the QR code, open the FortiFone softclient application on your smartphone and go to Account > Scan QR Code. For more details, see the FortiFone Softclient User Guide.
Default portal
Set the default portal to open when you log in: User portal (by default), Operator console, or Call center console.
For more information about the different consoles, see Call center console and Operator console.
Phone language
Set the phone language for the extension.
Web language
Set the user portal language (English by default).
Theme
Set the display color theme for the user portal (Green by default).
Time zone
Set the time zone for the user portal (GMT -8:00 Pacific Time US & Canada by default).
Retain original caller ID
Enable to display the original caller's number of an incoming call.
Call screening
Enable to request callers to state who they are and why there are calling when receiving an incoming call, allowing you to safely answer expected calls or cancel unwanted and spam calls.
Record caller name
Enable to record the names of incoming callers.
Ring duration
Specify the duration of time in seconds that incoming calls will ring for before going to voicemail.
Call waiting
Enable to allow you to answer an incoming call while on another call.
Quick mode allows you to enable a secondary set of call handling rules that do not affect your regular user call handling settings (from Managing a call).
To define the behavior of the quick mode settings (Out of office, Away, and Other), see Configuring Quick call handling.
Effective mode
Shows the mode that is active.
For example: Out of office: (expiring at 2021-10-28 09:00:00)
If Effective mode is blank, then none of the quick modes are enabled.
*720
To cancel the quick mode and revert the system to its regular schedule, dial *720 on your phone.
*721
To enable the Out of office schedule, dial *721 on your phone.
To modify the option and time settings for this quick mode, click the underlined text.
*722
To enable the Away schedule, dial *722 on your phone.
To modify the option and time settings for this quick mode, click the underlined text.
*723
To enable the Other schedule, dial *723 on your phone.
To modify the option and time settings for this quick mode, click the underlined text.
Notification Options Voicemail
Select the email notification option to use when this extension receives a voicemail:
- None: Do not send a notification.
- Simple: Send an email notification.
- With attachment: Send an email notification with the voicemail attached.
Fax
Select the type of email notification option to use when this extension receives a fax:
- None: Do not send a notification.
- Simple: Send an email notification.
- With attachment: Send an email notification with the fax attached.
Missed call
Enable to send an email notification when you miss an incoming call.
Email address
Enter the email address(es) to which you would like email notifications for voicemails, faxes, and missed calls to be sent.
Voicemail handling
Enable to allow a caller to press 0 to talk to the operator during an announcement.
Name
Set to Standard to use the system default name for the voicemail (the extension number), or set to Personal to use your own name for the voicemail.
If you want to import a pre-exisiting sound file, make sure that the file meets the following requirements:
- Format: WAV
- Channel: Mono
- Bit rate: 8000 Hz (8 kHz)
- Sampling: 16-bit PCM
If you select Personal, click Call me to record your own message using the phone, or click Upload to import a pre-existing sound file that meets the file requirements.
Greeting
Select the voicemail greeting mode and greeting content. Click Audio file to record or import a sound file for various scenarios, depending upon the greeting type selected:
- Standard: The default system defined greeting.
- Simple: The greeting that applies to any time.
- Scheduled: The greeting that comes with a schedule. Click New to add a system Schedule and assign a Greeting.
- Conditional: The greeting that applies when you are either busy or unavailable.
To access conferencing options, your FortiVoice system administrator must add your extension to the user conferencing call feature.
To add a conference announcement, you have two options:
- Option 1: Initiate the creation of an announcement by clicking Call me, answer your extension, and follow the prompts to record the announcement.
If you want to import a pre-exisiting announcement file, make sure that the file meets the following requirements:
- Format: WAV
- Channel: Mono
- Bit rate: 8000 Hz (8 kHz)
- Sampling: 16-bit PCM
- Option 2: To upload an announcement that you have already recorded, click Upload and follow the prompts to upload the file.
Setting
To access the twinning setting, your FortiVoice system administrator must enable twinning in the user privilege for your extension.
Twinning allows an external telephone (cell phone or home phone) to replicate your internal office extension.
- Disabled: Select to disable twinning.
- Simple: Select to configure basic twinning by adding a phone number.
- Scheduled: Select to configure twinning by adding phone numbers based on a schedule or multiple schedules (three maximum).
- When you have finished customizing your preferences, click OK.
