Page Comparison

(B) Location Name

The location name helps users identify it throughout the system. It appears in such things as the system configuration options, interaction cards or anything the users will see in terms of the location name. Note: This may different from the Friendly Name (B) as that is what customers see when they call the location. If the Friendly Name is not filled in, this will take its place.

All

(C) Friendly Name (optional)

The friendly name is available to make the system more user friendly in situations where the Location Name is not meant to be shared outside of the system, if it is different. The Friendly Name is used in texting and emailing Leads & Customers outside of the schedule, Follow-up & Collection communication. 

All

(D) Primary Number

Users may have tracking numbers on such things as billboards. When someone dials those tracking numbers, the call enters the call route and if the call route ends at a location, it dials the primary number listed here. This number is attached to the location's phone.

You can enable our Multi-Ring Feature by entering two or more numbers here separated by commas. When a call route connects an inbound call to this location, all the numbers listed here will simultaneously ring. The system will use the first number for outbound calls.

Note: Our system limits you to 1 "@" symbol and no spaces for SIP addresses. You will receive an error message if the format isn't correctly entered.

Click here and refer to (O) to learn where this appears in the Lead card. Click here and refer to (I) to learn where this section appears in the Customer card.

All

(E)

 This is a SIP address checkbox (optional)

This automatically becomes checked when a SIP formatted number is used in (D). This allows the user to add a username or password required for Inbound & Outbound traffic to the SIP extension.

Click here for more information on adding Fonality and RingCentral.

All

(F) Outbound Number (optional)

If you want a number different than the primary number used for outbound calls, enter it here. If nothing is entered here, the primary number will be used for outbound calls. This allows for 2 lines to be associated to your landline phone so more than one line can be open at the same time. Note: This can be the same as the primary number.

All

(G)

 This is a SIP address checkbox (optional)

If the primary number is a SIP phone, check this to use this phone number to complete outbound calls. If there is no outbound number listed in (F), the system will default to using the primary number for outbound calls. When the person enters a SIP address, this box is automatically checked. You will then be prompted to enter the username and password.

All

(H) Display Number (optional)

This is your publicly-facing phone number. It is tied to the system variable,

{System.DisplayPhone} and can be used in

texts & emails.

All

(I) Address1 

Enter the location's physical address.

All

(J) Address2 (optional)

Enter the suite, floor or any additional address information.

All

(K) City

Enter the city where the physical location exists.

All

(L) Country dropdown

Click to select either United States or Canada.

All

(M) State dropdown

Click to select the state where the physical location exists.

All

(N) Zip

Enter the zip code where the physical location exists.

All

(O) Timezone dropdown (optional)

Click to select the timezone where the physical location exists.

All

(P) Daylight Savings toggle (optional)

Click if the location observes daylight savings.

All

(Q) Email Address (optional)

Enter the location's email address.

All

(R) Website (optional)

Enter the location's website.

All

(S) Non-Editable Communication Language

Change the language for a location's outbound communication.

All

(T) Office Hours (optional)

Indicate the hours when the location is staffed.

All

(U) Access Hours (optional)

Set the hours indicating when Customers can access their unit.

All

(V) Call Center Hours (optional)

Indicate

what hours

your Call Center is

available to take calls in local time. The hours you set here may have an impact on your call routes if you've identified certain steps that will be skipped outside of these Call Center hours. To learn more, click here and refer to (DD).

All

(W) Logo & Images (optional)

Upload your company logos & images. These appear anywhere in the system where you've added these variables. They are typically used in emails, text messages and payment links as well as script cards.

All

(X) Edit Variables (optional)

If you want standard variables at all your locations with the exception of this location, click to override the variable for this specific location and show something else. This allows you to have variables defined at the account level for every location but have it defined as something else at this particular location. This can be useful if your locations have different amenities such as 24-hour access or insurance.

All

(Y) Location Alerts (optional)

Enter location-specific information that can be viewed in the Lead card. Information may include such things as "Gate & Cameras", "Closed Sundays", or "24-hour access". This information is intended to provide system users with a quick understanding of the location in the event they are working with multiple locations.

Separate the terms with a semicolon. 

Click here and refer to (O) to see where this information can be accessed in the Lead card. Click here and refer to (I) to learn where this appears in the Customer card.

All