Filter lists enable managers or assistants to customize the manager’s call-filtering feature.
By default, filter lists are empty. Add numbers to a filter list to customize it. Choose a filter mode to toggle between Inclusive or Exclusive filter lists. For the list descriptions, refer to "My Managers Panel Display" table.
Only one filter mode (Inclusive or Exclusive) can be active at any time. Managers can toggle between filter modes from the Manager Assistant menu on their phones. Assistants can toggle between filter modes for a manager from the Assistant Console.
The Manager Assistant compares the caller ID of the incoming call to the phone numbers in the active filter list.
If Inclusive filtering is on
As an example, if you add the phone number 54321 to a manager’s Inclusive filter list, every incoming call placed to the manager’s office phone from 54321 is routed to the manager (not to the assistant).
If Exclusive filtering is on
If you add the number 54xxx to a manager’s Exclusive filter list, every incoming call from a phone line with a 5-digit number that begins with 54 is routed to the assistant (and not to the manager).
Filter lists can include these wildcards:
Use x to replace a single digit anywhere in the filter. For example, “123x5” represents 5-digit phone numbers, where the fourth digit is 0 to 9. You can use an uppercase or lowercase x.
Use * to replace multiple digits at the beginning or end of the filter. For example, “5*” represents phone numbers of any length that begin with 5.
Besides wildcards, filter lists can contain hyphens (–), periods (.), and blank spaces.
Filter lists can be empty. By initial default, the filter is enabled and the Inclusive filter list is empty. This means that all of a manager’s incoming calls are redirected to the assistant.
Managers can activate your filter lists from your phone. Open the Manager Assistant menu on your phone. Press 1 to toggle the Filter feature on and off. Press 2 to toggle between Inclusive and Exclusive filter modes.
Managers and assistants can use the following procedure to create filter lists.
If you have both call filtering and Divert All (DivAll) enabled, the Manager Assistant first applies call filtering to an incoming call. Call filtering directs the call to you or to your assistant (depending on filter settings). Next, the Manager Assistant applies DivAll to those calls that filtering has directed to you. The DivAll feature redirects those calls to the DivAll target.
For the call-filtering icons in the Manager Assistant status window, see Table 2 table.