Omnia Admin: Phone Numbers

Alert: This document applies to the following user roles within Omnia:

• Account Administrator
• Partner Administrator

1. Navigate to Phone Numbers:

• Go to the Admin Portal and sign in.

• Click the Phone System tab to expand it, then select Phone Numbers.

2. Add a New Phone Number:

• Click Add New.
• Select Phone Number or Toll Free from the dropdown menu.

3. Order Numbers:

• Search Inventory: Choose this option to select from available numbers.
  • Select State: Choose the state for the number(s).
  • Select Rate Center: Choose the rate center.
  • Select NPA-NXX: Choose the NPA-NXX.
  • Branch: Select the branch to assign the number(s) if applicable. This helps with filtering and sorting.
  • Choose Numbers: Enter keywords to filter available numbers and assign them as needed.

Note: If a desired number is unavailable, please reach out to support.

4. Search Exact Number:

• Enter Number: Choose this option to search for a specific number.
  • Enter the exact number.
  • Use wildcard digits by entering an "X" to specify a wildcard digit.
• Branch: Select the branch if applicable to assign the number, which helps with filtering and sorting.

5. Create Toll-Free Number:

• Search Inventory: Choose this option to select from available toll-free numbers.
  • Number Format: Choose the format for the toll-free number.
  • Number: Select a number from the available options in the dropdown list.
  • Branch: Select the branch if applicable to assign the number, which helps with filtering and sorting.

Note: If a desired number is unavailable, please reach out to support.

6. Search Exact Toll-Free Number:

• Enter Number: Input the exact toll-free number you want.
• Use Wildcards: Enter an "X" to specify a wildcard for any of the last 7 digits.
• Select Branch: Choose the branch if applicable to assign the number, which helps with filtering and sorting.

7. Save Number:

• Click Create to add the number(s) to your inventory.
• Click Yes to confirm.

8. Update General Settings:

• Description: Enter or update the description.
• Caller ID Name: Enter the name that will show up on caller ID when dialing externally. The account name when setting up the account determines default the caller ID.
• Branch: Select the branch associated with this number.
• Enter Prefix Name: Enter a prefix name if needed. This will show up on your caller ID in addition to the caller's name.
• Enable Recording: Choose Yes, No, or No, but allow start/stop to manage inbound call recording for this number. Note that outbound call recording is managed from the extension.
• Email Recording: Enter the email address(es) where recordings should be sent

9. Update Routing Settings:

• Select Type: Choose between Voice and Fax.

  • Voice: Select the type of routing and destination.
  • Inbound Fax: Configure inbound fax settings, including delivery options and email addresses.

• Unconditional Forwarding: Enable if you want to forward all calls or faxes unconditionally.

• SMS Settings: Enable text messaging if needed (contact support if text messaging features are not configured).

10. Select Routing Type for Voice:

• Destination Type: Choose from options such as Ring an Extension, Automation, Custom, Follow a Call Flow, Go to a Virtual Receptionist, Go to a Voicemail, Play an Audio File, Ring a Call Group.
• Select Destination: Choose the specific action or endpoint based on the selected type.
• Click Add a destination to configure configure multiple destinations. Note that this button will only appear based on the selected destination type.
• Reorder: Click to reorder destinations by clicking and dragging.
• Delete: Click to remove a destination.

11. Enable Unconditional Forwarding:

• Unconditional Forwarding: Enable this option if you want to forward all calls or faxes unconditionally.
• Example: If an office is closing due to bad weather and you need to forward their main number to a cellphone:
  • Create a custom destination for the cellphone.
  • Enable unconditional forwarding.
  • Select Custom as the destination type.
  • Choose the custom destination you just created for the cellphone.

12. SMS Settings:

• Enable for Text Messaging: Check this box to enable text messaging. Note that this process may take a while.
• Destination Type: Select the type of destination from the dropdown menu.
• Select Destination: Choose the specific destination based on the selected destination type.
• Add a Destination: Click the Add a destination button to add another destination.
• Reorder: Click to reorder destinations by clicking and dragging.
• Delete: Click to remove a destination.
• Note: If text messaging features are not configured for your account, contact support for assistance.

13. Save Changes:

• Click Save to save changes.
• Click Update to confirm.

14. Inbound Fax Settings:

• Enable Fax Storage After Delivery: Check this box to store the fax after it is delivered.
• Delivery Options:
  • Deliver to Email: Select this option to have the fax delivered to an email address.
  • Deliver to Email and Forward to Extension: Select this option to deliver the fax to an email address and forward it to an extension.
• Enter Emails: Enter the email addresses where the faxes should be delivered. You may enter multiple emails separated by a comma.
• Note: Outbound faxing is enabled from the extension.

15. Initiate Wiretap:

• The wiretap feature enables you to view a live packet capture of the respective phone number's activity. Here’s how to use it:
  • Click Wiretap next to the desired extension.
  • Click Start to begin the wiretap.

16. Edit a Phone Number:

• Click on the phone number you want to edit or click the Edit button next to it.
• Make your edits.
• Click Save.
• Click Update to confirm.

17. Delete a Phone Number:

• Select Phone Number: Click the Delete button next to the Phone Number.
• Warning Message: If the number is routed, a warning message will alert you that this number is not retrievable.
• Confirm Deletion: Click Yes to confirm the deletion.

18. Phone Numbers:

• Viewing Phone Numbers: The main screen displays a list of phone numbers with details such as Number, Description, Prefix, Branch, Status, and Use.
• Search Bar: Quickly find specific items by typing the name or a keyword in the search field. The system will filter the list based on your search input, displaying the relevant results.
• Export Button: Click the Export button next to the search field.
  The system will download a list of the items in CSV format.
• Sort: Click the sort icons next to the column headers to arrange items in ascending or descending order.