Dial plan defines a set of rules applied whenever the extension places an Outbound call, via PBX. The dial plan can be used to define permissions and call traffic routing, directing calls through a specific trunk or applying rules (like prefixes) to all call that match a regular expression.

When a call is made, the call is checked for a match on the dia plans in the following order:

• Assigned dial plans
• Client dial plan
• System dial plan

If the call does not match any rule from the dial plans indicated above, it is blocked.

Auto-attendants check for a match on the Client dial plan.

Warning: Dial plans are only configured by advanced users.

 

On the Dial plans page, you can:

• See the dial plans created
• Create dial plans
• Edit dial plans

 

Dial Plans list

The Manage dial plans window shows a list of dial plans created, along with the selected information about them:

 

On the Dial plans homepage you can:

• Edit the information displayed
• Refresh the information displayed
• Filter the information displayed
• Delete a dial plan

 

To edit the information displayed:

• Click on  to open the settings pop-up:
  
• On the pop-up:
  
  • Click on the check box of the information you want displayed.
  • The selected columns have a  and are presented on a list on top.
  • The unselected columns have a  and are present on a list below.
  • Click SAVE to apply changes.

The information available for selection is:

Name	-	The dial plan identification.
Description	-	The dial plan description.
Applies to	-	Who will be under the dial plan rules.

Tip: Click on a dial plan, from the list, to open that dial plan configuration page.

 

To refresh the information displayed:

• Click on .

 

To filter the information displayed:

• Click on .
• Select a category from the drop-down menu.
• On the selected category, click on .
• Select the desired itens.

Note:Click on  to delete the filter.

  

To delete a dial plan:

• Select the dial plan(s) by clicking on the row's checkbox.
• On the top right-side of the screen, click on  to delete the dial plan(s).
  or
• Click on  on the dial plan's row.
• Click on Delete from the drop-down menu.

 

Create Dial plan

Click on  to open the Create dial plan pop-up window:

On the Create dial plan pop-up window:

• Insert the dial plan name (mandatory).
• Insert a dial plan description (mandatory).
• Select, on the Use as global profile for the company, if the dial plan:
  • Applies to a specific set of users.
  • Applies to all users.
• Select, on the Inherits default profile's rule, if the dial plan:
  • Don't process rules from default profile.
  • Process rules from default profile.
• Click CREATE to apply changes and close the pop-up window.

 Note: To know more on how to use dial plans, click here.

 

Edit Dial plan

Click on the dial plan, on the list, to open the dial plan profile:

Edit dial plans allows you to:

• Edit the dial plan information
• Edit the dial plan profile
• Configure the dial plan rules
• See the dial plan users

 

Edit the dial plan information

Click on  to open the dial plan pop-up window:

On the dial plan pop-up window:

• Insert the dial plan name (mandatory).
• Insert a dial plan description (mandatory).
• Select, on the Use as global profile for the company, if the dial plan:
  • Applies to a specific set of users.
  • Applies to all users.
    

    Note: If Applies to all users is selected, the USERS tab is hidden, since the dial plan will apply to all users.

• Select, on the Inherits default profile's rule, if the dial plan:
  • Don't process rules from default profile.
  • Process rules from default profile.
    

    Note: If Process rules from default profile is selected, after checking the dial plan rules, the system will also check the Global rules.

• Click SAVE to apply changes and close the pop-up window.

 

Edit the dial plan profile

Click on  to open the drop-down menu:

On the drop-down menu you can:

• Delete - Delete the dial plan.

 

Configure the dial plan rules

Click on  to open the Dial plan rules pop-up window:

On the Dial plan rules pop-up window you can:

• Click  to edit a dial plan.
• Click  to delete a dial plan.
• Click on CREATE RULE to open the Create rule pop-up window:
  

• On the Create rule pop-up window:

  • Insert the dial plan's name (mandatory).
  • Insert the expression, on Match expression (mandatory).
  • Insert the contact, on Destination Contact (mandatory)
    

    Note: The $USER is mandatory on the destination contact as it indicates the caller number.

  • Click CREATE to apply changes and close the pop-up window.
• Click SAVE to apply changes and close the pop-up window.

 

See the dial plan users

On the Users tab you can see the users associated with the dial plan:

Tip: Click on a user, from the list, to open that user configuration page.

Note: To add users to the dial plan list, configure the extension's communication settings.