Add a Template

The Call Director functionality includes a set of templates that can be assigned to a mailbox or line group. There are two sets of templates: system templates and user-defined templates. A maximum of 50 Call Director templates can be created.

To add a new template:

1. From the navigation tree, click Call Director, and then click Templates.

2. Click Add. The Create Call Director Template page appears. Note:The Add button will be disabled if the maximum limit of 50 templates has been reached.

3. Enter a name for the template.

4. Enter a number for the template. You can now create a call flow in one of two ways:

   1. • Define the call flow parameters

        OR

      • Use a System Template either as is, or as a starting point for the call flow, by clicking on the Start with Template option in the Edit menu and selecting the appropriate template for the call flow.

5. Assign an LCOS to the template call flow. You can assign the template to an LCOS in one of two ways:

   1. • Click on the Assign to LCOS option in the Actions menu, or

      • Use the Limits COS option in the System Maintenance menu to assign the LCOS.

   Note: Templates assigned to a mailbox (through LCOS) are linked to a mailbox’s call flow. This means that if changes are made to the template, the call flow for each mailbox assigned to that template will be updated as well.

6. Click Save. The template is now saved in the Call Director Templates list.