Configure Rainbow Office Dial-by-Name Directory Feature

September 10, 2021
Article : 068844

This article contains steps on how Administrators can set up the Rainbow Office Dial-by-Name Directory feature.

Dial-by-Name Directory enables your callers to find extensions in your system by first or last name when they press 9 (default Dial-by-Name extension number) from the auto-receptionist. You can change how the extensions are searched, either by first name or last name, configure the list of extensions included, and change the extension number of the directory.

Availability

All Rainbow Office plans.

Limitations

Users can only access the company Dial-by-Name Directory by dialing the Main Company Number. 

Calling the Dial-by-Name Directory's extension number will return an error message "Wrong Extension".

If your Rainbow Office Auto-Receptionist is set to Multi-Level, you will not be able to disable the Dial-by-Name directory or change the extension.

There is no way to increase or decrease the required amount of letters entered in the search, it must be 3 letters.

How to set up the Dial-by-Name Directory

1. Log in to the Rainbow Office online account

2. Go to Phone System > Auto-Receptionist > General Settings

3. Click Dial-by-Name Directory

4. Use the toggle On or Off to enable or disable the Dial-by-Name directory feature

5. When enabled, you will see the following options: 

Searchable Extensions: By default, all users in the account are added to the dial-by-name directory. Click the Edit button to remove extensions from the directory. Extensions removed from the dial-by-name directory will not pull up in a search. Change the routing option for the Directory to any available number.

Directory Extension: The default extension for the dial-by-name directory is 9. You can change the Directory Extension number according to your preference.

Search Criteria: Choose to search your phone system by the first three letters of the users’ first or last names.

6. Click Save

 

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