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ProConnect User Portal – Call Notify

Michael HarroldSeptember 17, 2021ProConnect User Portal

Home | End Users Hub | End Users | ProConnect User Portal – Guides | ProConnect User Portal – Call Notify

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  • Introduction

  • 1. Call Notify

  • 2. Adding Criteria

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Introduction

Call Notify contacts you by email when incoming calls match your pre-defined criteria. This can be a list of up to 12 phone numbers, a specified time schedule, or a specified holiday schedule. The criteria can be combined, such as an incoming call from this number AND within business hours AND during the workweek.


1.

Call Notify

  1. From the user dashboard, locate and click on User Service Settings.
  1. The Services page will appear.
  2. Proceed to locate and click on Call Notify. This will give you access to the Call Notify configuration page.

To Configure Call Notify:

  1. Click on the Settings icon within the Call Notify table to enter your email address.
  1. Proceed to enter a valid email address.
  2. Click Save when finished.

2.

Adding Criteria

Criteria allow you to apply specific call settings at different times of the day or week.

  1. From the Call Notify page, click the Plus icon within the criteria table.
  1. Under the General Settings sections, click Is Active if you wish to enable Call Notify.
  1. Check the “Blacklisted” option if you do not want to be notified if this criteria is attained.
  2. Proceed to enter a name for the criteria you want to impose.
  1. Next, select the Time and Holiday Schedules. Under Time Schedules, you have the following items to choose from. From the Drop-down menu:
    1. Every Day All Day
    2. Group or User-Created Schedules: These are schedules created by you within the Group or User Schedules tab via the dashboard. To create a schedule, follow the steps within the User Schedules guide.

You also have the option to choose a Holiday Schedule from the Holiday Schedule drop-down menu.

  1. Select where you want to receive calls from. You have the option to choose one of the following:
    1. Any numbers
    2. Any Private Numbers
    3. Any Unavailable Numbers
    4. Specific Numbers - If choosing this option, use the fields below to enter valid 10-digit numbers.
  2. Optionally, select your Call To number by clicking on the number you wish to choose.
  3. When complete, click Save. Your criteria are set for this Call Notify.

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