Preferences

The Preferences menu allows you to perform the following tasks:

• Enable call forward.
• Set the idle time period before you are logged out of the user portal.
• Change the PIN number to access your voicemail.
• Change the user password to access the user portal.
• Display the softclient QR code for scanning.
• Update user portal display preferences (language, theme, and time zone).
• Set preferences for incoming calls (retain original caller ID, call screening, record caller name, ring duration, and call waiting).
• Use quick mode settings to configure a secondary set of call handling rules that do not affect your regular call handling settings.
• Configure notification, voicemail, and conferencing options.
• Enable simple or scheduled twinning settings.

To set extension preferences

1. Go to Preferences.



2. 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 as jdoe<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	If you use LDAP as the authentication mode, this link is unavailable. 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 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.
   Conferencing Options
   	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.
   Twinning Setting
   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).

3. When you have finished customizing your preferences, click OK.