Transfer and Forwarding Basics


Introduction to Transfer and Forwarding
Can I forward my calls if I go out of town? Out of the country?

How do I change my transfer schedules from the phone?
 

 

Setting Up


How can I turn off a specific schedule?
How do I activate a specific schedule?

How do I set up my schedules?
How can I customize the transfer schedules so that specific calls are forwarded depending on how I want?
Can I block calls from a certain number?
Can I have a different greeting played when call forwarding is active?

 

 

Find-Me/Follow-Me


What is Find-Me (Simultaneous Transfer)?
What is Follow-Me (Sequential Transfer)?
How do I set up Find-Me/Follow-Me?
 

 

Call Screening


What is call screening?

Confirmed transfers
Secure transfers (prompt for PIN)

Screened transfers
Can you prompt for a PIN when forwarding calls to me?
Can you read me the caller ID of the calling party?
 


 

 

Transfer and Forwarding Basics

• Introduction to Transfer and Forwarding

By using transfer and forwarding, you can automatically forward incoming calls to your virtual number to any phone number or sequence of phone numbers YOU choose! You can also set up multiple transfer schedules and our system will try different phone numbers at different times. For example, you can have one set of phone numbers on weekdays and another on weekends. Even when transfer is enabled, callers still have the option of leaving you a voicemail. You can activate or deactivate any transfer schedules via the phone or the Reachme website. Schedules can only be managed from the Web and by telephone access.

How does transfer and forwarding work?

  • John sets a transfer schedule to forward calls to his office from 9am to 5pm.

  • Mary calls John's virtual number at noon.

  • John receives the call and is given the following options: Press 1 to accept the call or Press 9 to decline the call.

  • John presses 1 and speaks with Mary.

Note: The above example is based on the 'Confirmed Transfer' option. If you have changed some of these options, the sequence may be slightly different.

How can I use transfer and forwarding?
Transfer and forwarding  is an extremely powerful and flexible service. You can use it in a number of ways depending on your communication needs.

  • Route all calls to one number all the time.

  • Route calls to different numbers at different times.

  • Route calls to multiple phone numbers so that callers can find you.

  • Screen incoming phone calls without paying for Caller ID.

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• Can I forward my calls if I go out of town? Out of the country?


If you are away, United Voicemail enables you to forward your calls to another number anywhere in the world. International charges apply. Click Here for more information.

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• How do I change my transfer schedules from the phone?

 

For Telephone Access
When a call is transferred to you from a CONFIRMED, SECURED OR SCREENED transfer:
Press 1 to answer the call
Press 2 to answer and record the call
Press 3 to refuse the call and play the BUSY greeting
Press 9 to refuse the call and take a message.

Transfer options can be combined. You can program the first 3 Transfer schedules by phone and all 12 via internet.

Call Hunting
If you turn ON more than one transfer, UVM will try calling you on all active transfers simultaneously.
Transfer #1
*3513
*3511
*3512
*351421
*351422
*351411
*351412
*351431
*351432 
*351441
*351442 
*35146
*3515
Transfer #2
*3523
*3521
*3522
*35242
*352422
*352411
*352412
*352431
*352432
*352441
*352442
*35246
*3525
Transfer #3
*3533
*3531
*3532
*353421
*353422
*353411
*353412
*353431
*353432
*353441
*353442
*35346
*3535

Change trans. numbers
Turn ON the transfer
Turn OFF the transfer
Turn ON SCREENED
Turn OFF SCREENED
Turn ON CONFIRMED
Turn OFF CONFIRMED
Turn ON SECURED
Turn OFF SECURED
Turn ON RECORDED
Turn OFF RECORDED
Set ringing time
Set automatic ON/OFF Timer
*3543
*3545
*3546
*3547
*35145
Record On-hold greeting
Record Busy greeting
Record No Answer greeting
Record Screen greeting
Selective (extension) codes
  (max 30 codes, 1-9 digits)

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Setting Up

• How can I turn off a specific schedule?

    
        1. Click on 'Settings' tab.

        2. Click on 'Transfer & Forwarding' menu.

        3. Make sure the schedule you want to turn off doesn't have the 'Active'
            box checked.

        4. Click on 'Save'.
 

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• How do I turn on a specific schedule?

 

        1. Click on 'Settings' tab.

        2. Click on 'Transfer & Forwarding' menu.

        3. Make sure the schedule you want to turn on has the 'Active'
            box checked.

        4. Click on 'Save'.

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• How do I set up my schedules?

 
        1. Click on 'Settings' tab.

        2. Click on 'Transfer & Forwarding' menu.
        3. You will see a list of 12 schedules you can set up.
        4. For a more detailed set up of these schedules, click on
            'Details' on the very right of each schedule.

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How can I customize the transfer schedules so that specific calls are forwarded depending on how I want?

 

If you want calls from a certain number to be forwarded on a separate schedule,
you need to add this number in the  'Custom Routing' section first.

        1. Click on 'Settings' tab.

        2. Click on 'Custom Routing' menu.

        3. Enter the telephone number.

        4. (Optional) Enter a name for this number.

        5. Choose a transfer schedule you want for this number.
        6. Click on 'Add this ID'

 

For custom routing, transfer schedules you choose does not have to be active. Just make sure that the Custom Routing Telephone Number is active.

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• Can I block calls from a certain number?


If you want calls from a certain number to be blocked, i.e. ring busy or play the 'disconnected' message, you need to add this number in the 'Custom Routing' section first.

           

        1. Click on 'Settings' tab.

        2. Click on 'Custom Routing' menu.

        3. Enter the telephone number.

        4. (Optional) Enter a name for this number.

        5. Choose a transfer schedule you want for this number. Make sure this
            transfer schedule has the option you want under 'What to do'. (Ring
            busy or Disconnected number)
        6. Click on 'Add this ID'.
   
For custom routing, transfer schedules you choose does not have to be active. Just make sure that the Custom Routing Telephone Number is active.

Now, when someone calls your virtual number from this number, they will hear the busy tone or 'number disconnected' message.

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• Can I have a different greeting played when call forwarding is active?


You can choose to play a special greeting, instead of one of your Personal greetings or the System Standard greeting, when call forwarding is active. An example of how this may be used is as follows:

You have set up a transfer schedule to forward calls to your place of business between the hours of 9AM and 5PM. Outside of those hours you've opted to have calls directed to your voice mailbox.

Example greeting that is played when call forwarding is active: "You have reached the ABC company. Please wait while we connect you with our representative."

Example Personal greeting that is played when call forwarding is not active: "You have reached the ABC company. Our offices are closed, please leave a message at the tone."

To set up greetings for different hours:

        1. Click on 'Settings' tab.
        2. Click on 'Transfer & Forwarding' menu.
        3. Locate the transfer schedule you want to set up the greeting for.
        4. Click on 'Detail' of the desired transfer schedule.
        5.

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Find-Me/Follow-Me


• What is Find-Me (Simultaneous Transfer)?

When you have multiple active transfers, Find-Me (Simultaneous Transfer) will call all of your active transfers at the same time and connect you to the number that picks up first. This way, if you have multiple transfers, your callers can reach you wherever you are.

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• What is Follow-Me (Serial Transfer)?

When you have multiple active transfers,  Follow-Me (Sequential Transfer) will call all of your active transfers one by one. The order of transfer will depend on your settings.

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• How do I set up Find-Me/Follow-Me?

If you have more than one active transfer, the default setting is Find-Me (Simultaneous Transfer). If you would like to use our Follow-Me (Serial Transfer) service, please call us for setup.

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Call Screening


• What is Call Screening?

Call screening provides you with the power to take different actions depending on who the caller is and what you want to do with a transferred call. We provide you with three different screening options: Confirmed Transfer, Secure Transfer, Screened Transfer.

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• Confirmed transfers


This gives you the option of taking or not taking a call when a call is transferred to you. When you answer a transferred call from United Voicemail, you will hear, "You have a call transfer. Press 1 to connect or Press 9 to disconnect."

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• Secure transfers (prompt for PIN)

You can choose whether United Voicemail  should require you to enter your PIN before you are connected to your caller. This is useful if you are forwarding your calls to a phone to which someone else has access. Also, you may leave your cellphone on your desk but you don't want anyone else to answer. In this case, if no one else knows your PIN, they cannot answer any calls transferred from Unite Voicemail.

        1. Click on 'Settings' tab.
        2. Click on 'Transfer & Forwarding' menu.

        3. Locate the transfer schedule you want to set up the greeting for.
        4. Click on 'Detail' of the desired transfer schedule.
        5. Under 'Transfer Options':

        6. Check the box 'Ask for passcode'

        7. Click on 'Save'.

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• Screened transfers


Our system will ask the caller to speak his or her name before attempting to reach you. When you answer the call at your forwarding destination you will hear: "You have a call transfer from [caller's name]." You can then decide whether to accept the call.

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• Can you prompt for a PIN when forwarding calls to me?


This feature is same as Secure Transfer. Please refer to Secure Transfers section.

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• Can you read me the caller ID of the calling party?

 

When you answer the call at your forwarding destination you will hear: "You have a call from [caller's telephone number]." You can then decide whether to accept the call.

If you have Caller ID service on the phone where you receive the call, you might also see the caller's number displayed there. Because of limitations of the phone system, the number you see or hear might be different from the caller's number. This happens most often when calls are coming from a cell phone or from an office.

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