Setting up Call Rules

Overview

Call Rules in Wave Viewpoint let you set up custom behaviors for incoming calls based on specific conditions (such as time of day or caller). Rules can forward calls, play greetings, or follow a Routing List. They are more flexible than basic call forwarding but require a little setup.

Note: Call Rules rely on Routing Lists. A Routing List is a set of instructions that determines where calls go (e.g., ring your desk first, then your cell, then voicemail). You’ll need one set up before some rule options will work. See the Creating Routing Lists article for details.

Setting up Call Rules

1. Open ViewPoint on your PC and log into your mailbox.

2. From the top menu, select Tools > Call Rules.

3. In the Call Rules window, click New Rule.

4. The Call Rule Wizard will open.

Step 1: Define Conditions

You can apply the rule to:

• All calls (default), or

• Calls from specific people or groups, or

• Calls during specific dates and times (e.g., only during business hours, holidays, or custom schedules).

• Click on the blue links in the lower box to specify people/group or time/dates

You may combine these conditions. For example: Calls from your manager, but only outside business hours.

Step 2: Select Actions

Choose what happens to calls that meet your conditions:

• Play a specified greeting (if the call goes to voicemail).

• Send directly to voicemail.

• Offer the call to you even if you’ve marked yourself unavailable.

• Follow a specified Routing List – use this to route calls through multiple devices or numbers. (See the Routing Lists article.)

Click the underlined text in the rule description to configure each option.

Step 3: Save the Rule

• Once your conditions and actions are set, click Next. A summary of the new Call rule will be shown.

• Click Finish to create the rule
  

• Your new rule will appear in the list and will apply to calls in the order shown.
  

• You can enable, disable, move, or delete rules at any time.

Notes & Tips

• Rules are applied in order from top to bottom. Place your most specific rules above more general ones.

• If a call doesn’t match any rule, it follows your default active settings (usually ring desk phone → voicemail).

• Routing Lists give the most flexibility. If you expect to use Call Rules often, consider setting up one or more lists to handle common scenarios.