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Add Dial by Name functionality to a menu

Dial by Name allows callers to review a company directory and select a user extension. 

  1. Select a schedule node. 

  2. Pull down the Insert menu.  Select New Operation, then Dial by Name.

  3. Dial by Name1 is fairly descriptive.  You can leave the text in the Name box unchanged, or type in a different name.

  4. In the Digit list, type or select the number that your extensions start with.

  5. Ensure that the Active check box is checked.  The Default Action check box should not be checked.

  6. In the Match By box, click "Last Name" as the pattern you want to match by.

  7. In the Matching Style box, select use a specific number of characters as the style you want to match by.  Set the number of characters to at least 3 characters.

  8. Under Filtering, select search the entire company directory.

  9. When you are done, the tree structure should resemble the graphic below.  The digits that you assign may differ, depending upon the configuration of your server.