Overview: Number Templates in Numbers (Edify Console)
Edify Console > Numbers > Overview: Number Templates in Numbers (Edify Console)
This article provides information about number templates and how to set them up.
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Overview
The Number Template list is where you can make phone number templates. A phone number template is a tool you can use to apply and modify configurations to multiple phone numbers at once. For example, update the routing settings from sending phone calls to someone’s extension to a specific queue.
When a phone number is created with a template, any change to the template cascades down to phone numbers created from the template.
When you create a phone number with a template, any change made to the template will apply to all phone numbers created from the template.
Templates can control:
Routing data for the phone number (for voice and messaging):
Folder (where the phone number is organized)
For example, if you create 10 phone numbers with the template “Billing phone numbers”, you can modify the template folder to be “Billing” in the Phone Numbers list. When you save the changes, all phone numbers will automatically move to that folder.
Create a number template
Log into Edify Console at console.edify.cx.
2. Navigate to Numbers > Numbers.
3. Select the Numbers Template tab.
4. Click the New Number Template icon (paper with plus sign).
5. Add a name for the template in the Name field.
6. Click the pencil icon in the top-right corner of the Number Template container.
7. Configure the template:
Choose a Numbers folder for where the template is housed with the Object Folder menu. (Optional)
Choose a destination for where calls are routed when the phone number is called with the Voice Route To menu and the Voice Route Data menu.
Choose a destination for where SMS/MMS messages are routed when the phone number is called with the Message Route To menu and the Message Route Data menu.
Note:
If you selected External Numbers from the Voice Route To dropdown, an additional Routing Country dropdown will populate. Use this dropdown to select the routing country for the external number.
Likewise, if you select Workflow from the Voice Route to dropdown, an additional Voice Route Workflow Version dropdown will populate. Use this dropdown to select which version of the workflow to route to.
10. Click the Save button.