Dial By Name

IP Office includes a Dial Name feature for making internal and external calls. It allows users to make calls by dialing the name on their telephone keypad and making a selection from the displayed matches or dialing further characters to improve the match.

When used to make internal calls, the name matches are based on the User Names and Full Names programmed into the system. If a user has a Full Name programmed then that takes precedence over their User Name.

When used to make external calls, the name matches are based on entries in the IP Office Directory.

Within a Small Community Network, remote User Names, Full Names and Group Names are shared and thus are available for the Dial By Name feature. Directories are not shared within a the Small Community Network, so only the Directory of the user's local IP Office is available.

The Dial Name feature uses the ITU key character layout:

Selecting Dial Name Mode:

Double-click  System.

Select the Telephony tab.

The Dial By Name checkbox operates as follows.

When checked, matching is based on the series of characters dialed by the user.

When unchecked, matching is based just on the first character selected.

Setting User Full Names:
The process below details doing this through Manager.

In Manager, receive the IP Office's configuration.

Click  User to display the list of users.

Double-click the required user to display their User form.

In the Full Name field enter the name required. Do not use characters other than Aa to Zz and 0 to 9.

Click OK.

Repeat for all users required.

Adding Directory Entries:
Note that Directory entries are also used for other functions such as name matching against received ICLID on incoming calls.

Click  Directory to display a list of current entries.

Either double-click on an entry to change and right-click on the list and select New.

Enter the Name and Number and click OK.

Repeat for all entries required.

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