boss_secretary_filter.rst 2.74 KB
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Boss Secretary Filter
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The boss secretary filter allow to set a secretary or a boss role to a user. Filters can then be created
to filter calls directed to a boss using different strategies.
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Quick Summary
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In order to be able to use the boss secretary filter you have to :
 * Select a boss role for one the users
 * Select a secretary role for one ot the users
 * Create a filter to set a strategy for this boss secretary filter
 * Add a function key for the user boss and the user secretary
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Defining a Role
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The secretary or boss role can be set in the user's configuration page under the service tab. To use
this feature, at least one boss and one secretary must be defined.

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.. figure:: images/user_bs_role.png
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   :scale: 85%


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Creating a Filter
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The filter is used to associate a boss to one or many secretaries and to set a ring strategy. The call
filter is added in the :menuselection:`Services --> IPBX --> Call management --> Call filters` page.
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.. figure:: images/user_bs_filter.png
   :scale: 85%

Different ringing strategies can be applied :
 * Boss rings first then all secretaries one by one
 * Boss rings first then secretaries are all ringing simultaneously
 * Secretaries ring one by one
 * Secretaries are all ringing simultaneously
 * Boss and secretaries are ringing simultaneously
 * Change the caller id if the secretary wants to know which boss was initialy called

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When one of serial strategies is used, the first secretary called is the last in the list. The order can
be modified by drag and drop in the list.

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Usage
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The call filter function can be activated and deactivated by the boss or the secretary using the
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\*37 extension. The extension is defined in :menuselection:`IPBX services > Extensions`.
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The call filter has to be activated for each secretary if more than one is defined for a given boss.

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The extension to use is ``*37<callfilter member id>``.
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In this example, you would set 2 ``Func Keys`` ``*373`` and ``*374`` on the Boss.
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On the secretary ``Jina LaPlante`` you would set ``*373``.
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On the secretary ``Ptit Nouveau`` you would set ``*374``.
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.. figure:: images/sec_bs_filter_id.png
   :scale: 85%
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Function Keys
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A more convenient way to active the boss secretary filter is to assign a function key on the boss' phone
or the secretary's phone. In the user's configuration under ``Func Keys``. A function key can be added
for each secretaries of a boss.
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If supervision is activated, the key will light up when filter is activated for this secretary. If a
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secretary also has a function key on the same boss/secretary combination the function key's BLF will be
in sync between each phones.
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.. warning::
	With SCCP phones, you must configure a custom ``Func Keys``.