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Cloud PBX Phone Features

How To Set Up Date Based Answering Rules

Flexible PBX Features From The Cloud

Our cloud PBX features make business phone service more efficient. Watch how easy it is for Staff to set up date based answering rules for inbound calls, from their desktops or smartphone, using the Fastmetrics cloud phone app for iPhone or iPad.

An example of a date based answering rule could be for the 4th of July long weekend. You can specify any inbound call for specific dates to redirect to voicemail or any other number during this time. Full transcript of the video below.

Full video transcript: Hi guys, this is Matt at Fastmetrics. I'm going to show how to use the metricPHONE web interface to set up a date based answering rule.

This video is going to show you how to set up a date based answering rule, that will send all calls to voice mail over the July 4th weekend. This is also applicable to any date based routing you want to do, so, holiday schedules, vacation routing, etcetera.

If you don't have access to this web interface, have your designated Fastmetrics contact get in touch with Fastmetrics Support and they will help you get set up.

So, the first thing we're gonna do is create a time frame for the dates that we want. Click time frames. Click add time frame. Let's name it July 4th.

Click specific dates or ranges. And select July 4th, which is a Friday. Then select July 6th, which should be Sunday. And these dates are inclusive, so as soon as it ticks onto July 4th, it applies, and as soon as it ticks off of July 6th, onto July 7th, this time frame will apply.

So we click save and now we have our time frame. If we hover over this blank, it will show which dates we have selected. Now we wanna add a rule.

So we're gonna click answering rules. Then click add rule. Select our time frame from the drop down and click on Do not disturb. Do not disturb is going to send any incoming call directly to voice mail, without ringing any of your devices.

So now we have 2 answering rules set up. We have our default rule, which is going to ring our phones, and we have our July 4th rule, which is going to send our calls to voice mail.

When calls come in, they check these rules from top to bottom. So your default applies 24 7, 365 days a year. So it's always going to apply and you're never going to be able to check any of the rules below it.

So, if it's July 4th and somebody calls in, it's going to check the default rule, which applies all the time and it's going to ring your phones. What we want to happen is for the call to come in, check your July 4th rule and then go to do not disturb. So, we'll just drag the default rule below July 4th and click save.

Now when an incoming call comes in, it's going to check our July 4th rule, see if it's July 4th, 5th or 6th, if it is, it's going to execute this action and if it isn't, it's going to go onto the next rule. And so that's how you set up a date based answering rule.