Telephone Programming Q&A

Name

First NameLast Name

Email

example@example.com

Company Name

For example: EkoDial

1. Please list all the telephone numbers you will be transferring. Including 1- 800 numbers, FAX, and Direct DIDs. Please see the highlighted example below.

Rows	EXAMPLE Telephone Number: (333) 888-8888	Label (main #, roll over, DID, Fax #, ect..)
1
2
3
4
5

A) Are any telephone numbers listed above tied or shard with any other devices (alarms, credit card machines)?

B) Are all telephone numbers listed above serviced by the same carrier/provider?

If the answer is no, please list all phone carriers/providers!

2. Please provide a list of extensions associated with each user/person/extension on your current phone system, or that will be added to the new phone system (please include the employee's name and email address). Please answer YES/NO to indicate whether each employee will have/need access to Company FAX, General Voice Mail, or Portal Access. If you are receiving more than 10 phones, please see the addition page at the end of this packet. Please see the highlighted example below.

Rows	Please list each Employee’s Name & Their Department	Their Current Extension & Direct Number if Applicable	Please list the Employee’s Email	Needs Fax Access	Needs Portal Access	General VM Access	Needs Personal VM
1
2
3
4
5

3. Please provide hours of operation/ business hours

Rows	Hours Open	Hours Closed	Hours on Lunch
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

1. Are there any Special hours of operation that need to be blocked, such as lunch or early close times?

4. When an inbound call comes in, is the customer normally dialed?

5. Inbound calls are distributed by?

6. How is the call normally transferred?

7. If the call is unanswered, what happens?

8. If the caller is placed on hold, what does the caller hear?

9. What happens to a call before or after hours of operation?

10. Does your current phone system have an auto attendant?

11. Does your phone system currently have a speed dial option/list?

12. Does your phone system currently have a directory?

13. Does your company use call forwarding (which includes after-hours answering service)?

14. Does your company use a General Company Voicemail?

Do your employees use their own individual voicemail?

5. Does your company use any after-hours answering services or on-call staff members with your telephone system?

16. If you are using the Web web-based fax, please list all employees who will need access to your faxes online by entering YES in the fax column on question 2. On page 1

17. Is there a server on site, and if so, what does it handle?

18. If there is a server on site, does it handle your DNS and DHCP?

19. Upload -Auto attendant greeting only .mp3 and wave files max size 2MB

20. How is your WIFI currently being handled?

21. Auto attendant script

Notes:

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