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How to use the iPECS Cloud customer manager portal

Here is a quick guide explaining how to perform certain tasks in your customer management portal. 

After logging in, you will first be met with the ‘my home’ screen. This page can be customised to display call logs, statistics and more, as well as giving a summary of the company service. 

To customise, go to ‘my home settings’ and drag and drop items onto the screen. You can also add shortcuts to menu items.

Click on the star icon to customise your favourites bar. Press the ‘+’ button and select an item to add the feature, then click save. You can click on the circle icon to resent your choices. 

The menu on the left hand side of the screen provides links to a selection of features, including: 

The company section: This manages company-wide options, such as daily call spend limits, or call-barring, as well as configuring your company directory and feature codes. 

User setup: This lets you configure all of the users of your system. You can see an overview of your users, their packages and devices, and change their details by selecting their entry, followed by ‘modify’. Click ‘phone configuration’ to change the configuration of each button. 

Call manager: This is where call flows are configured, such as hunt groups. To organise a hunt group, click on one and select ‘modify’, or create a new one by clicking ‘add’. You can change call handling options, such as the hunt type and times of operation. Press ‘change’ on the member list to add/remove a person. You can see current members, and users available to add. 

Configure auto attendants through the auto-attendant page. You can set a direct dial number, extension number, etc., for your auto-attendant. Go to ‘schedule setting’ to change and set your auto-attendant hours. You can set your in-hour and out of hour call menus by going to ‘scenario define’, followed by the scenarios you want to change. Then, click modify to open up options. 

The tab ‘digit setting’ allows you to build your menu. Each digit can be configured to send a call elsewhere on the system, or launch another menu. Each new menu will be configured in the same way as the first and will need its own prompt file. 

ACD groups are call queues. To add new members, simply click ‘change’. If you move extensions to the member list on the right, this will add them to the group. They must have the ACD user option enabled under ‘setup’ first. 

The queuing tab lets you define settings for your call queue. Here, you can set announcements for your callers, as well as a timeout destination and overflow if the maximum queue length is reached. 

Go to the ‘time’ tab to further configure the operation times of your ACD group. Further controls on the behaviour of the queue are located under the ‘agent’ tab. 

Navigate to ‘conference rooms’ to view and configure your conferences. 

When modifying a conference, you can set a name, number and dial-in password. 

The ‘DDI summary’ displays the phone numbers assigned to your system. You can change where the numbers route when dialled by selecting a number, and pressing ‘modify’. The number can be routed to any part of the system.

The call recorded report gives a review of the latest recorded calls in your system. Filter calls by time, date, extension and telephone number. Press the relevant button to the right of the row to play or download a report of that specific call.

Device status: This page lists all of the devices associated with your system, whether they are handsets or softphones, against their respective users and status.

For more information, contact Your Comms Group.