The Number Management section under the Setup tab has utilities for managing numbers.
Tasks you can perform include:
- Allocate number(s) to a department or sub-organization.
- Reserve a number for an individual or a role with a Tag.
- View numbers allocated to a department/sub-organization and withdraw unused number(s).
Available
- Available numbers are numbers which are not yet used, reserved, or allocated to any organization.
- Series collect numbers by country code or area code. This is configured in the Service portal.
- Click the dropdown menu to see the list of available numbers
- You can search any number series in the search bar to narrow your results
- Click the dropdown menu to see the list of available numbers
- You can allocate numbers from this screen by clicking Allocate Number.
- You'll select the Series, the Quantity of numbers to allocate, and the Sub Organization, then click OK.
- You'll select the Series, the Quantity of numbers to allocate, and the Sub Organization, then click OK.
Reserved
You can reserve specific numbers for an individual or a role.
- To reserve a number, search for the number you wish to reserve from the list of available numbers.
- You can key in the first few numbers to narrow down the search.
- Click next to the existing Tag and click
to allocate a new tag.
to allocate a new tag.
- You can also allocate that reserved number to a specific department/ sub-organization.
Allocated to Sub-Organization
A number that is allocated to a sub-organization can only be used by that sub-organization or child organization.
This tab allows you to see a department/sub-organization and the count of numbers allocated to it.
How to withdraw an unused number
Withdrawing a number will remove it from being allocated to that Sub-Organization and moves it to the immediate parent organization. You can only withdraw unused numbers.
- Click on the organization to expand it and view the allocated number series.
2. Click Withdraw Numbers.
3. A message window pops up as below:
4. Enter the quantity to be withdrawn.
5. Click Proceed. Note: the quantity should not be greater than the Allocated Numbers.
A confirmation notification appears as below:
