Setting Up Simultaneous Call Routing in AvidTrak
1. In this tutorial you will learn how to setup a Simultaneous Outbound Dialer. A Simultaneous Outbound dialer which is also known as “Simultaneous Call Routing” allows an AvidTrak User to set up a tracking number such that it may forward, simultaneously, the inbound call to multiple call receiving parties. In such a scheme of call forwarding, the moment a call gets answered by any one of the call receiving parties, call forwarding to the rest of the receiving parties is stopped. To setup this feature in your account, login to your AvidTrak account using your Administrator’s login credentials.
2. After you have successfully logged into your account, navigate to the left navigation area, and find and click the Numbers link that appears under the Manage menu section.
3. Find the telephone number that is to be set up with the Simultaneous Outbound Dialer, and then click on the blue gear icon that is adjacent to the telephone number to open that number’s settings.
4. When the number settings menu is displayed, click the “Advanced Routing” tab.
5. From the field labeled ‘Select an advanced routing option’ select the “Simultaneous Routing” option.
6. Next navigate to the ‘Select Template’ field.
7. Click the “Add/Modify” button to create a new template of Simultaneous Routing if a template does not already exist.
8. Next, in the template name field, enter a template name. Pro Tip: Please do not use any special characters in the template name field and keep the template name to less than fifty characters in length.
9. Next, in the Receiving Number field, enter a US or Canadian telephone number of the first call receiving party. Enter all ten digits of the phone number of the call receiving party.
10. After you have entered the phone number in the call receiving number field, go to the “Label” field of the receiving number” and enter a name associated with the receiving number. If you wish to add additional call receiving numbers, click the plus symbol and add more call receiving telephone numbers. You are allowed to add up to five call receiving telephone numbers in this scheme.
11. After you have completed entering the receiving numbers, you now need to decide the sequence of the simultaneous outbound dialer. In this example, we will select the option “Exclude the default receiving number, then simultaneously call all others in list.” field.
12. After completing the outbound dialing sequence, click the “Save Settings” button to save your settings.
13. Click the “OK” button to confirm your selection.
14. To close and exit your setup, click the X icon that appears on the upper right corner of the screen.
15. Next, to apply the template that you have setup, click the Select Template field and allow the drop-downoptions to appear.
16. Select the template that you wish to apply to the number.
17. After applying the template to the number, click the “Save Settings” button to save your work.
18. Click the “OK” button to confirm your selection.
19. Click the “OK” button again to acknowledge the change in the setting.
20. Once you have successfully setup and saved the Simultaneous Outbound Dialer on this platform, you will see your setting appear below the telephone to which it has been applied. You are now ready to test the work that you have completed. Call the telephone number that has been enabled with the simultaneous dialing feature and validate that the simultaneous call forwarding performs as per your settings.
21. This completes the tutorial for how to set up the Simultaneous Routing. If you face any difficulty in implementing these instructions or have questions related to this feature, please do not hesitate in emailing support@avidtrak.com
