Point my number

Point my Number is the tab through which all call plans are created, edited and maintained by the User. Access to this tab is provided with all administrator logins for Contact Point, Path and Pro. It is possible to remove access or give read only access to this tab for subsequent user logins should there be a specific requirement to deny them access to this page which is central to call plan management. Call plans are shown in the homepage of Point my Number. Up to 100 call plans are available per number and they can be associated with a description to assist the user.

Point my number Access Restrictions

Customer	Customer must have subscribed to Contact Point, Contact Path or Contact Pro . To use custom fields the customer must have subscribed to Advanced Statistics
User	Must have Point my number enabled Must have access to the numbers enabled To Create, edit and delete custom fields and download and upload custom field templates the user must have Enable custom field management enabled

In order to be able to access the Point my number screen your user profile must have the Point my number role enabled.

If you require access to these features but don’t have it then please contact your Service Provider.

Description

The Point my number tab allows you to search for the particular number that you wish to edit using the 'Search Inbound Numbers' function.

To begin creating a call plan or to view/edit the call plans associated with a particular phone number, there is a button which can be used to open the associated call plan (please see screenshot below):

Manage my BC

The Manage my BC button enables you to invoke a pre designated Business Continuity plan for your Inbound number(s). There is also the option to restore the last active call plan when the BC routing is no longer required (see How to use ‘One Touch’ for more detailed instruction on how to use the Business Continuity functionality).

After clicking on the Manage my BC plan you will see the popup window shown below.

Manage Custom Fields

The Manage Custom Fields button enables you to create, edit and delete. Select the Manage custom fields button in order to view the pop up box, enter the title of the custom field you require and hit add. Once added to the database the Field name box will clear and you can enter further custom fields.

Please note it’s important that you plan the sequence in which you want to view the columns as they will be added to the point my screen in the order in which you create them. If you make a mistake, you will be able to clear your created by fields by selecting them and pressing delete, meaning you can then add the fields again. In the example below, Gamma Test 1 was added first, followed by Gamma Test 2.

In order to enter data into any of the custom fields you have created you will need to select the modify option, once you have selected this a pop up box will appear entitled "Modify Inbound Numbers". In this pop up box you will see a list of all your customer fields, each with a text box next to them, the information you enter into these text boxes will be displayed against your field. In this example, for the Gamma Test 1 field I entered a value of "Inbound Custom Field Test 1" (see screenshots below):

Download Numbers

The Download Numbers button allows you to download a CSV of either Number Details or custom fields template, once cicked you will be presented with these options.

Download number details

If you select Download number details then the platform will pull a list of all CLI’s on the account into a CSV as below.

Download custom fields template

If you select Download custom fields template this will produce a CSV file that contains all of the numbers on the account, the Description and the column headers containing the name of your custom fields.

The header fields MUST not be modified or the upload will fail. When you open the CSV file within Excel you will need to correct the changes Excel made to the column format. The number field will be sent in e.164 and will need to amended before uploading back to the Inbound platform.

Highlight the entire Inbound Number column and change format from General to Number, then remove the decimal points to return the number back to e164 format as below.

Update the custom fields with the relevant data and save the spreadsheet, keeping it in CSV format, in a location you can return to for the purpose of uploading. We recommend you introduce a backup regime of the custom field values in the event that you need to restore.

Upload custom fields

If you select the "Manage Custom Fields" option, you will be able to select the "Upload Customer Fields" function:

The following popup box will be displayed when you select this option, from here use the select file option to browse your PC and find the custom fields template that you would like to upload:

The custom fields will now be bulk uploaded (existing entries will be overwritten) with the values contained within the CSV file.