Preferences
The Preferences menu allows you to perform the following tasks:
- Enabling call forward.
- Setting the idle time period before you are logged out of the user portal.
- Changing the PIN number to access for your voicemail.
- Changing the user password to access the user portal.
- Displaying the softclient QR code for scanning.
- Updating user portal display preferences (language, theme, and time zone).
- Settings preferences for incoming calls (retain original caller ID, call screening, record caller name, ring duration, and call waiting).
- Using quick mode settings to configure a secondary set of call handling rules that do not affect your regular call handling settings.
- Configuring notification, voicemail, and conferencing options
- Enabling simple or scheduled twinning settings.
To set extension preferences
- Go to Preferences.
- Configure the following fields:
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). 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
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.
Display Preference
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).
Incoming Calls
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
Effective mode
With this temporary setting, you configure a secondary set of call handling rules that do not affect your regular call handling settings. You can configure this setting so calls can automatically follow regular call handling.
Use this section to define convenient quick mode schedule settings. Click any of the three modes to define their respective option (and time duration or time of day, if applicable):
- To cancel quick mode and revert the system to its regular schedule, dial *720.
- To enable the Out of office schedule, dial *721.
- To enable the Away schedule, dial *722.
- To enable the Other schedule, dial *723.
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 Options
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 select Personal, click Call me to record your own message using the phone, or click Upload to import a pre-existing sound file. Uploaded sound files must be WAVE files in mono 16bit PCM (8000Hz) compression format.
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.
Twinning Setting
Setting
Set to Disabled, or Simple or Scheduled to allow 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.