Phone.com University

Phone.com University – Saving Your Settings With Presets

by Derrick Lewis

Presets allow you to save a copy of your call handling rules, which can then be applied at a later date. These are great if you need to temporarily change how your calls are forwarded but don’t want to lose your original settings.

Adding a preset

To add a preset, go to Configure at the top of your account and select Add a Preset. This will present you with the call handling rules page that you are accustomed to seeing. Set whatever call handling rules you want saved as the preset, add a unique name (1), and then select Save Rule Settings (2).

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Activating your preset

After saving your preset, you will want to activate it on your call handling rules page. This will differ slightly based on whether you have a menu or direct forwarding. In this particular example, we are accessing the call handling rules directly from a number. To activate your preset, select the Use call handling preset option, choose your saved preset (1) and select Save Rule Settings (2).

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Your preset is now activated and the call handling rules in the preset will be applied to all phone calls.

Saving existing call handling rules as a preset

If you already have call handling rules set up, and don’t want to have to re-add them as a new preset, you can use the Save as preset option within the call handling rules screen (1). Selecting this will prompt you to enter a preset name. After adding a preset name, select Save Rule Settings and your current call handling rules will be saved as a preset that you can use in the future.

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That covers everything you need to know about presets. See you next Monday for some more Phone.com knowledge!

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