Fortinet Document Library

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Table of Contents

Preferences

The Preferences menu allows you to customize extension settings, including basic user settings, display preferences, incoming call options, quick mode codes, and notification and voicemail options.

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).

    Use the name<phone_number> format, such as jdoe<2221111234>. If you are unsure about this feature, contact your administrator for more information.

    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).

    Picture ID

    You can upload a picture ID file. When you place a call, the callee's phone displays the uploaded picture ID, if the phone model supports this feature.

    Before uploading a picture file, make sure that the file meets the following requirements:

    • Supported formats: JPEG and PNG
    • Width and height ratio: between 0.85 and 1.2
    • File size: 5 MB or less

    To upload a picture, click .

    To delete a picture, click .

    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.

    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).

    Programmable Key

    For details, see Programmable Key.

    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 enable the Out of office schedule, dial *721.
    • To enable the Away schedule, dial *722.
    • To enable the Other schedule, dial *723.
    • To cancel quick mode and revert the system to its regular schedule, dial *720.
    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.

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

Preferences

The Preferences menu allows you to customize extension settings, including basic user settings, display preferences, incoming call options, quick mode codes, and notification and voicemail options.

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).

    Use the name<phone_number> format, such as jdoe<2221111234>. If you are unsure about this feature, contact your administrator for more information.

    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).

    Picture ID

    You can upload a picture ID file. When you place a call, the callee's phone displays the uploaded picture ID, if the phone model supports this feature.

    Before uploading a picture file, make sure that the file meets the following requirements:

    • Supported formats: JPEG and PNG
    • Width and height ratio: between 0.85 and 1.2
    • File size: 5 MB or less

    To upload a picture, click .

    To delete a picture, click .

    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.

    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).

    Programmable Key

    For details, see Programmable Key.

    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 enable the Out of office schedule, dial *721.
    • To enable the Away schedule, dial *722.
    • To enable the Other schedule, dial *723.
    • To cancel quick mode and revert the system to its regular schedule, dial *720.
    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.

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