Set Up Follow-me Routing

Requirements: You need the Follow Me Security right to use Follow-me routing in Interaction Client. Your Phone Number Classifications-Follow Me Access Control rights determine which phone numbers you can use as Follow-me numbers.

To handle calls when you are away from the office, Interaction Client can search for you at different telephone numbers. The client consecutively calls the telephone numbers in a follow-me routing list. After locating you, the client can transfer the call to you at that location.

You can set up follow-me routing in Interaction Client when you set your status to Available, Follow Me. You can also use the Telephone User Interface to turn Follow-me on or off and configure Follow-me phone numbers. For information about setting up Follow-me numbers via the TUI, see the Telephone User Interface User’s Guide or Quick Reference Card in the CIC Documentation Library.

To add a follow-me phone number:

Set your status to Available, Follow-Me.
Click the Set status details link next to the My Status drop-down list.
In the Set Status dialog box, complete the fields as described below:

Status Notes

Enter any additional information on your current status.

As a convenience, the notes from the last time you selected this status appear in Status Notes. You can make any necessary changes to these notes.

Requirements: You need the Status Notes right in order to create or modify Status Notes.

Until Date

Until Time

Do any of the following:

Select the Until Date or Until Time check box to use the default date and time.

Result: The current date appears in the Until Date field. Interaction Client automatically rounds the current time to the next half hour, and sets that time in the Until Time field.
To change the Until Date, select the check box and click in the text box. Select a date from the displayed calendar.
To change the Until Time, select the check box, and click the drop-down list arrow to select a different time.

Note: The date and time you select are played for your incoming calls.

Click Configure Follow Me Numbers.

To prompt callers for their name, select the Screen Calls check box.

Note: If Screen Calls is selected and you answer a follow-me call, you hear a recorded segment from the caller before you accept the call. You can either accept the call or send it to voice mail.

In the Follow Me Numbers dialog box, click the Add button (plus sign).

Complete the fields as described below.

Number	Enter a telephone number you want Interaction Client to call if you are not available. Click the Validate button to check your phone number entry against the requirements of the dial plan for your organization or region. Note: For information about entering, editing and verifying phone numbers, see Phone Number Controls. Dialing Pause You can use both commas (,) and slashes (/) with the number. A comma causes a two-second delay and numbers typed after the slash are dialed only after a connection is made. For example, if you typed the number "555-1212 / 101, 2222", the first seven digits are dialed. After a connection is made, the digits 101 are dialed, and after two seconds, the digits 2222 are dialed. Note: Use of the comma (,) to create a two-second delay is not supported in all platforms. This issue will be resolved in a future release.
Extension	Enter an extension number. This number is dialed after a connection is made.
Timeout	Specify the number of seconds Interaction Client rings an external number. It defaults to 15 seconds. Note: If the forwarding number is an internal station extension, this timeout value is ignored and the station is alerted for 45 seconds.
Use Pin	Select this check box to require that anyone who answers a follow-me router call to enter your Interaction Client password to accept the call. Note: This feature can prevent someone else from answering your calls through the follow-me routing process.

To add another number, repeat steps 4 and 5.
Click OK to save your settings and close the Follow Me Numbers dialog box.

To change your follow me settings:

Perform any of the following actions to update your follow me settings:
- To change the order of your follow-me numbers, select a number and click up or down arrows above the number list.
- To delete a number, select a number and click the Remove button (red X).
- To change the settings for a number, double-click the number and type new values in the Number, Extension, and Timeout text boxes and select or clear the Use Pin check box.
Click the OK button to save your settings and close the Follow Me Numbers dialog box.