Number Status and Actions

The Number Status and Actions section under the Setup tab has utilities for searching numbers and performing actions.

  • You can search numbers by number, tag, series, organization, or status
  • You can move numbers and add, edit, and delete reserve tags.

Search By

Use the Search By panel to refine your results. After making your selections, you will need to click the Search button. To undo your selections, click the Reset button.

  • Number / Tag:
    • Type into the field either the number you're looking for or a reserved tag

      This field will perform partial searches. For example, if you search ‘1418’ and there are numbers or tags that have that sequence as a part of them such as 1418898476, 1876141877, 14787614181418_salestag, sales_14182, all these results will appear.

  • Series:
    • Use the checkboxes to restrict your search to one or more number series
    • Use the Search field within the filter to narrow down your options
  • Organization:
    • Use the checkboxes to restrict your search to one or more sub-organizations
    • Use the Search field within the filter to narrow down your options
  • Status
    • Use the checkbox to restrict your search to one or more statuses including Available, Reserved, Assigned, and In Use
    • Hover over the question mark icon for a reminder of the meaning of each status
  • View Hierarchy
    • Click View Hierarchy to explore the sub-organizations within your organization

      The actions performed by the Admin depends on which organization they have logged into. For example, If a number in a grandchild org must be moved to the parent organization, then this action is not permitted. This is because the access of the grandchild org is within the org and all the orgs below it.

  • Sort:
    • Hover over the header row of your results to expose a Sort button
    • Click it once to sort results by that column. Click it again to reverse the sort order 
      • By default, it will display numbers from lowest to highest, characters from A to Z
      • Clicking again will display numbers from highest to lowest, characters from Z to A
  • Results:
    • Results appear displaying Series, Number, Organization, Status, and Reserved Tag

Move and Reserve numbers

The menu icon in the Actions column will show Move and Reserve options for Available numbers. It will show the Move option for In Use and Reserved numbers. 

Move a number

  1. Click Move from the menu icon in the Action column.
  2. There are two ways to select the organization you want to move the number to:
    1. Select an organization to display its sub-organizations and keep selecting until you have selected the organization you want to move the number to.
    2. Use the search field to pull up the sub-organization you want and select it.
  3. Click Move

Add, edit, and delete Reserved tags

You can add Reserved Tags to Available numbers. If a number is reserved, the Reserved tag column will contain the reserved tag, otherwise it will be blank.

Reserve a number

  1. Click Reserve from the menu icon in the Action column.
  2. In the field that appears in the Reserved Tag column, enter your tag name. Note: you cannot leave this field blank. 
  3. Click the check mark to save, or 'x' mark to cancel.

Edit a tag

  1. Click the Edit pencil in the Reserved Tag column.
  2. Edit the tag name in the field.
  3. Click the check mark to save, or 'x' mark to cancel.

Unreserve a number

  1. Click Unreserve from the action menu to remove the tag. Note: The status of the number will change from Reserved to Available.