This article will demonstrate how to create line keys, or buttons, using Button Builder.
You must be logged into the Portal with an Office Manger account to complete this article.
Start by browsing to the Portal at https://app.level365.com and logging in with your credentials.
If you are already logged in, but not at the admin level, click Manage Organization at the top.
Click the Inventory button, then click the Phone Hardware tab.
Locate the phone to receive new line appearances.
You can filter phone hardware by the extension assigned to the phone.
Click the cogwheel button or the MAC address of the phone to be edited.
Upon clicking the cogwheel you will be presented with the following interface. (Note that some minor details may be different depending on the model of phone being used.)
The most common use case for Button Builder is to assign BLF status keys but there are a variety of different key types to choose from.
Start by clicking the line of the number that corresponds with the button you wish to edit. You can also click the button on the image of the phone.
BLFs are the most commonly used button, as they are the most versatile and combine many functions into a single button.
- Line Appearance: Assigns a user to the line. This should always be the first button. Not to be used for adding status buttons for other people (see BLF below)
- Shared Line Appearance: Shares a line appearance with another phone. Calls to the shared line user can be picked up and held from any phone that has the shared line.
- User (BLF): Shows a user with a status. BLF stands for busy lamp field, meaning the user selected will display red when they are unable to take a call. This button type will also function as a speed dial, transfer calls, and can pickup ringing calls from an extension.
- Call Park: Parks a call to the selected Call Park. Pressing without an active call will attempt to retrieve a call from the Park.
- Speed Dial: Dials the entered phone number.
- DTMF: Sends DTMF (dial) tones. These can be interpreted to run an application. Compatible string characters include numbers, * (star) and # (hash). See General Use Star Codes for more information.
- Queue Toggle: Toggles the active queue status for the user. This will toggle all queues that the user is a member of. The assigned button will have presence, with green signifying user is signed in to queues, red being signed out.
- Timeframe Toggle: Toggles the active status of the selected Timeframe. The assigned button will have presence, with green signifying the Timeframe is active, and red for disabled.
- Hot Desk: Registers another user to the phone. After pressing, prompts for a user extension to be entered. Pressing again will release the phone to the original user.
- Queue Login: Logs the user into all Call Queues to which they belong.
- Queue Logout: Logs the user out of all Call Queues to which they belong.
- Move My Call: Switches the user's active call to this phone from another phone.
You can create custom labels for each field to display what you wish on the line, as well as lock buttons so end users cannot move or edit them by using the respective buttons in the field.
When you have multiple selections built out, you can drag and drop by the number portion to the desired location to swap them. You must click the number specifically to reorder.
When the configuration is acceptable, click the Save button. Saving as new template is also an option here, but due to the Line Appearance in Line 1 being required and only correct for this one device, it is not recommended to create Templates in this manner. For more information on Templates, see Creating and Assigning Templates.
It is possible to utilize Button Builder to configure Sidecars as well. To achieve this, click Add Sidecar and select the appropriate model. A new tab will appear labeled Sidecar #. The rest of the configuration remains the same, with the exception that the Line Appearance field is no longer required in slot 1.
To assign a directory to phones via Button Builder, click the Directory button from within the interface.
Select the Directory source on the left.
In the Directory field to the right, you can toggle certain contacts from appearing in the Directory by clicking the eye icon. If the icon is grayed out, the extension will not display in the directory.
When complete, click Done. The phone will require a reboot to sync the updated Directory.
You can add Directories to Templates, streamlining and standardizing initial setups. See the next section on creating Templates.
You can create Templates to be used across multiple devices. Templates are generally device-specific, although some similar model phones can interchange Templates.
To create a Template, click the Templates button within the interface, then click Add or edit configuration templates. You can also reach Templates by clicking the drop-down next to Button Builder from the main Phone Hardware screen by clicking Manage configuration templates.
Provide the Template Name and Description, and select the appropriate Model from the drop-down.
Click Add. You will be presented with a blank Button Builder interface.
After configuring the Template, click Save at the bottom of the screen.
Ensure that Line 1 is devoted to the Line Appearance option. The value field will display Cannot assign lines in templates, disregard this. The Template will pull Line 1 from the phone it is assigned to and automatically assign it.
When the Template has been saved, return to the Phone Inventory screen. Click the checkbox to the left of each phone you wish to apply the template to (if all phones, click the top checkbox), then click the down arrow next to the Button Builder button.
Click Apply a template to selected devices.
Select the Template you created from the Configuration Templates menu on the right.
Click Apply to apply the Template to the phone.
The Button Builder configuration will take effect on the phone's next reboot. To force this immediately, click the up arrow next to the Apply button and select Apply and Resync.