Clone an Existing Phone

Cloning a phone is a quick way to add a phone for a new user without needing to create a ticket to request to have it created. This topic will cover how to clone a phone.

REQUIREMENTS:

Before cloning a phone, you must first know the following requirements for the new phone:

  • Product type
  • Communication protocol

Cloning a Phone

Clone a phone by completing the following steps:

  1. On the Phones page, locate an existing phone that matches the basic requirements needed for the new phone.
  2. Click the Clone Phone task icon located on the same row of the phone to be cloned.

  1. Do the following under the Phone Information section of the Clone Phone dialog:

NOTE:

If cloning the phone for future needs, you can leave the following boxes empty and complete them later.

  1. Ensure the Product Type and Protocol match the requirements for the cloned phone. If not, clone a phone that does match the requirements.
  2. Enter a name for the phone into the Name field. It is recommended that you enter a unique name, so there is no confusion when assigning the an agent.
  3. Enter a description for the phone into the Description field to help identify how the phone is used or who it is used by.
  4. Click the drop-menu next to the Primary User option to select the ID of the agent whom this phone will be assigned to.
  5. Click the drop-menu next to the Site option to select the site in which the phone will be used.
  6. Click the drop-menu next to the Department option to select the department in which the phone will be used.
  7. Click the drop-menu next to the Billing Unit option to select the billing unit in which the phone will be used.

  1. Do the following under the Lines section of the Clone Phone dialog:
  1. Click to select the line to edit, if multiple lines are available for the cloned phone.
  2. Enter the phone number associated with the new line assigned to the phone in the Phone Number field. When this number is dialed, calls are automatically routed to this phone.
  3. Enter a description for the line into the Description field. This field can include as much information as needed.
  4. Enter the name to display on a phone receiving a call from this line into the Alerting Name field.
  5. Text entered into the Line Text Label field passes through to a target phone that uses ASCII characters instead of Unicode characters. Users commonly enter the same name that was specified in the Alerting Name field.
  6. Enter the caller name to display on the target phone into the Caller ID field.
  7. Enter the name or information to display to the target phone when dialing from an external source into the External Caller ID field.

NOTE:

If additional lines are available for the phone, complete the fields for those lines as well.

  1. Click the Save button to save any changes, or click the Cancel button to cancel the operation.

A success confirmation displays in the upper right corner upon successfully saving the cloned phone. The message disappears after a few seconds.

See Also