Cisco Unity Voice Messaging User Guide (With Microsoft Exchange), Release 4.0(5)
Changing Call Transfer and Screening Options

Table Of Contents

Changing Call Transfer and Screening Options

Changing Call Transfer Options

Changing Caller Message Options

Changing Your Call Screening Options


Changing Call Transfer and Screening Options


Call transfer and screening settings control how Cisco Unity handles your incoming calls from callers who did not dial you directly.

Transfer and screening settings apply only when calls are routed to you from the main greeting recorded for your organization, directory assistance, or a similar automated call handler that your Cisco Unity administrator set up to assist callers who dial the main phone number for your organization. This means that when an outside caller or another subscriber dials your extension to reach you by phone, your Cisco Unity transfer and screening settings do not apply.

Table 17-1 describes the different types of settings.

Table 17-1 Cisco Unity Call Transfer and Screening Settings 

Call Transfer Settings

You can choose to answer calls from callers who do not dial you directly, or you can have indirect calls routed to your greeting. When you choose to answer indirect calls at your extension or at another extension you specify, you may also be able to indicate how you want Cisco Unity to handle the calls when your phone is busy1 .

Caller Message Settings

You can choose whether callers who do not dial you directly can edit their messages and mark them urgent.

Call Screening Settings1

You can choose to have Cisco Unity screen calls from callers who do not dial you directly. You can specify that Cisco Unity ask for the name of the caller and play the name for you before connecting the call. Cisco Unity can also tell you when it connects the call, or give you the option of taking an indirect call or routing it to your greeting for the caller to leave a message.

1 Busy and screening settings are unavailable when Cisco Unity is not set up to handle indirect calls; for some organizations, the phone system handles both calls from callers who did not dial you directly and calls from callers who do.


This chapter contains the following sections:

Changing Call Transfer Options

Changing Caller Message Options

Changing Your Call Screening Options


Tip To set up call transfers for direct calls to your extension, talk to your Cisco Unity administrator. Your desk phone or even the phone system that your organization uses may offer transfer features that you can use to manage direct calls.


Changing Call Transfer Options

Call transfer options allow you to choose to have indirect calls ring your extension, ring another extension or phone number that you specify, or you can have calls from callers who do not dial you transferred directly to voice mail, so your phone does not ring at all. (When you send calls to voice mail, callers do not have to wait while your phone rings unanswered; your greeting plays immediately.)

When you choose to answer indirect calls at your extension, you can indicate what you want Cisco Unity to do when your phone is busy. Cisco Unity provides the following options:

Send Callers to Voice Mail

Without offering the option to hold, Cisco Unity plays your greeting, then prompts the caller to leave a message.

Put Callers on Hold
Without Asking

Cisco Unity puts the caller on hold and does not offer the option of leaving a message.

Ask Callers to Hold

Cisco Unity gives the caller the options of holding or leaving a message.



Tip To set up call transfers for direct calls to your extension, talk to your Cisco Unity administrator. Your desk phone or even the phone system that your organization uses may offer transfer features that you can use to manage direct calls.


This section contains two procedures. Do the applicable procedure to change your call transfer settings by phone (when using standard or Optional conversation 1 styles) or from the Cisco Unity Assistant.

Keypad mappings for other conversation styles are documented in the "Cisco Unity Phone Menus and Shortcuts" chapter. Ask your Cisco Unity administrator which conversation style you are set up to use.

To Change Call Transfer Settings by Phone (Standard and Optional Conversation 1 Styles)


Step 1 Log on to Cisco Unity.

Step 2 Press 4 4.

Step 3 After Cisco Unity announces your current call transfer settings, use the following keys to change them.

Key
Task
1

Switch between transferring calls to a phone and to voice mail.

2

Change your transfer phone number. To transfer calls to an external phone number, contact your Cisco Unity administrator.

Note Simply changing your transfer number does not change whether calls are transferred to a phone or sent to voice mail. Cisco Unity transfers calls to your transfer number only if you also specify that Cisco Unity transfers your calls to a phone.


Table 17-2 Use These Keys Anytime

Key
Task
Key
Task
*

Cancel or back up

0

Help



To Change Call Transfer Settings from the Cisco Unity Assistant


Step 1 In the Cisco Unity Assistant, on the Preferences menu, click Transfer and Screening.

Step 2 In the Transfer Calls To field, choose whether to transfer calls to your extension, or another number, or transfer calls directly to voice mail:

To transfer calls to your extension, click Extension <Your Extension>.

To transfer calls to another number, click the radio button for the unlabeled box, then enter a transfer number. (To transfer calls to an external phone number, such as a home or cell phone, contact your Cisco Unity administrator.)

To transfer calls directly to voice mail, click My Personal Greeting.


Note As a convenience, you can edit the transfer number in the unlabeled box even when you have specified that Cisco Unity transfers calls to your extension or sent to voice mail. Cisco Unity will transfer calls to the number in the box only if you also click the radio button adjacent to it.


Step 3 If you choose to transfer calls to your extension, in the If My Extension Is Busy list, choose how you want Cisco Unity to handle calls when your phone is busy.

Step 4 Click Save.


Changing Caller Message Options

Caller message options allow you to choose what callers can do when they leave messages for you. Cisco Unity provides the following options:

Callers Can Edit
the Message

Cisco Unity gives callers the options of listening to, adding to, rerecording, or deleting their messages.

Callers Can Mark
the Message as Urgent

Cisco Unity asks callers if they want to mark their messages urgent.


You can change your caller message options only from the Cisco Unity Assistant, not by phone.

To Change Caller Message Options


Step 1 In the Cisco Unity Assistant, on the Preferences menu, click Transfer and Screening.

Step 2 Check or uncheck one or both of the Listen To And Re-Record The Message and Mark The Message As Urgent check boxes.

Step 3 Click Save.


Changing Your Call Screening Options

Cisco Unity provides the following call screening options:

Tell You When the Call
Is Connected

Check this box so that Cisco Unity tells you when it connects the call.

Tell You Who The Call
Is For

Cisco Unity plays the recorded name attached to the dialed extension. Use this setting when two or more people share a phone.

Ask You If You Want
To Take the Call

Cisco Unity asks if you want to take the call or have the caller leave a message.

Ask for Caller's Name

Cisco Unity records the name of the caller and plays it for you before connecting the call.



Tip To set up call screening for direct calls to your extension, talk to your Cisco Unity administrator. Your desk phone or even the phone system that your organization uses may offer screening features that you can use to manage direct calls.


You can change your call screening options only from the Cisco Unity Assistant, not by phone.

To Change Your Call Screening Options


Step 1 In the Cisco Unity Assistant, on the Preferences menu, click Transfer and Screening.

Step 2 In the Screen Calls section, check one or more boxes to change your screening options. When you do, consider the following:

If you want the option to decline a call for someone you share a phone with, check both the Tell Me Who the Call Is For and the Ask Me If I Want To Take The Call check boxes.

If you want the option to accept or decline calls based on the identity of the caller, check both the Ask Me If I Want To Take The Call and the Ask For Caller's Name check boxes.

If you want the option of declining a call and routing it to your greeting after hearing the name of the caller, check both the Ask Me If I Want To Take The Call and the Ask For Caller's Name check boxes.

Step 3 Click Save.