Lets review the PBX manager’s functions for your new phone system. First you want to log in at www.simplelogin.net and the dashboard will look similar to this. You'll click on your PBX Dashboard where you can see live current calls, call graphs, call histories and call usage statistics.

Next is the users tab. Here you can see all the users in your organization. You can click on each user where you can edit their information such as their caller ID settings, username, voicemail pin, email address and extensions. Always be sure to click the save button when done.

The next tab is where you can configure your answering rules. Answering rules automate how you want incoming calls to be handled or routed based on your preferences. Here you can have the incoming calls ring multiple places simultaneously such as sales, catering, accounting etc., or just ring to the user's extension. This is also the section where you can define the rules of what happens with the call when the line is busy, unanswered or if your whole network is offline in case of internet outages.

Next let's take a closer look at the voicemail settings. Here is where you can enable or disable voicemail. You can configure other settings such as how you want your playback to occur, if you want time and date stamps or if you would like to hear the incoming caller ID. You can also see how many messages you have and you have the option of clearing all messages if the mailbox is full. Further You can configure if you would like to have your voicemail transcribed into text and whether that text will be emailed to you in the form of an attachment or a link to the audio clip.

The next section is greetings. If you click on the megaphone icon you can configure your voicemail greetings. You have three options for setting up your greetings. The      first one being text to speech where you can type in your text and select your preferred voice to read the text. It is recommended that you play back your greeting      before saving to ensure you're satisfied with the voice you have chosen. You also have the option to upload a prerecorded greeting that you may have created elsewhere. The third option is to select record greeting and the system will call you at your extension to record your greeting via your desk phone.

The last part of your voicemail configuration is setting up your notification preferences. You can choose to receive an e-mail for each new voicemail, and you can also choose to send that message as an attachment or with a hyperlink to the audio clip.

You can also configure the PBX for after notification behavior such as; leaving each message as new, moving it to saved messages or sending it to trash after it sends the user their email notification.

The next section is phones. Here is where you will see all your users devices that are connected to the PBX. This is also where you can access the QR codes to set up additional mobile devices and connect them to the phone system.

Setting up your mobile devices is done easily by clicking on the snap mobile button and scanning the applicable QR code based on your device type. Once the app opens on your device, simply fill in the Host ID, Username and password and your app is ready to use!

If you need to add or replace a phone, click on the add phone button, select phone model, and then select the preferred emergency caller ID option. It is recommended that you leave the pre-populated preferred server field as is. Click add when finished. NOTE: you must also add the phone through the hardware tab that we will cover later on.

Let’s take a look at the auto attendants tab. Your auto attendant is the feature that can answer, route or direct your callers to options if a live person does not pick up an incoming call. This can be tailored to your organization’s needs and preferences.

It’s important to note that the auto attendant should be set up with it’s own extension Separate from the receptionist’s extension.

Here you can edit the greetings for your auto attendant. You can set up the time frames for the auto attendant if you only want it answering calls during lunch or after hours. Here is also where the calling menus and menu prompts can be configured. In this example the caller would hear your message. “Thank you for calling…for a dial by name directory press 1”, “Press 2 for legal”, where you would assign button 2 for the user at extension 3613- in the legal department. “Press 3 for medical”, where you would assign button 3 for the user at extension 3620- in the medical department. You can configure up to 9 menu options and 0 would be to repeat the options.

Your system comes with ability to create call queues if you have a heavy call volume with long hold times. The call queue will advise the caller of their place in line and route the call to the next available user when they are free.

Additionally, you can set up the call park features which acts as a call parking lot if you need to place multiple callers on hold. Note: Call Park is assigned to it’s own extension and should never be the same as the user’s extension. For monitoring purposes the manager can also see how many calls are parked on in the queue in real time.

Next lets look at time frames. Time frames are the hours that you dictate for certain functions for example if your regular hours are perhaps 8 to 5 your weekend hours are from 1:00 to 3:00 your evening hours are from 5:00 to 9:00. You have the option of setting up time frames for the entire organization or for individual extensions if a specific department leaves at 1 or 2 daily. The default domain time frame would apply to the entire organization.

To configure your time frames you would click on the pencil icon to the right. You can go in and set up your business hour timeframes and decide when you want them to run such as always or weekends. You also have the holiday time frames where you can choose to use the built in holiday listings or create your own.

You have the option of uploading whatever music you choose to be your music on hold. To do this you would click on the pencil icon which would bring you to the music window and click add music. You also have the option of having a message play for your callers while on hold. For example, a sale, event or new product information.

After uploading your preferred music or message, be sure to click the enable music button.

Next let’s look at inventory. Your inventory tab is where all your phone numbers are listed and it also shows which user each phone number is routed to.

You can click on each number for more details and select whether each number is controlled by custom or default time frames.

The tab, hardware, is where each phone in the organization is listed. It shows the phones Mac address the model and the extension that is assigned to that phone. This is where you would need to add or replace or delete phones in the system in addition to assigning it to a user. You can also go in here and confirm if the device is assigned to the correct user.

If you have added a new phone you can use the SNAP Builder phone emulator feature to easily configure the buttons. You can set up line appearances which dictate which extension appears on which button, you can also have 3 of the same lines on one phone for multiple call ease.

If you want to reassign a device, you can click on the 3 dots to the right while on the phone tab and select the clear button option in red.

If you have a reception desk with a sidecar module, you can configure that under this hardware section as well. Click on the sidecar tab to view the sidecar’s current listing of line appearances. If you need to change a line appearance, you can select the clear button option then add the new user. If you’re setting up your sidecar for the first time you have the option of selecting the cascade directory option manually entering the users in your preferred order. If you have more than one sidecar the same options apply.

Whether you’re creating new users, new devices or sidecar configurations, it’s recommended that you save your configuration as a template for future ease.

The last tab is call history. Here you can see history of all the calls made in and out of the organization. You can see a listing table of who made the call, what extension it was from, what number was dialed, what time it was, and the duration. You can also see the same information about incoming calls. You have the option of applying filters if you're looking for a specific timeframe or date. Here you can also export call histories and customize the columns that you see.

If you click on the recording icon to the right of each call, you will be able to see and download recordings if you have your system set to record conversations.

The search icon button is where you can view your SIP (Session Initiation Protocol) flow for troubleshooting purposes if needed. A SIP flow will provide useful information such as:

• A detailed mapping of each call from start to finish including who initiated the call and who initiated the termination of the call.

• The start and end times of the call.

• The actual SIP operation codes generated throughout the call.

• Caller or receiver call termination markers.

• Call acknowledgement and error codes.

If there is an issue with dropped calls it is necessary to provide support with a specific example of the call including the date, time and both numbers (caller and receiver) along with a link to the SIP flow from that call for accurate and effective troubleshooting.

The last icon shows the cradle to the grave call route output. It shows the layman’s version of a sip trace without the codes and acknowledgements.