Extensions

The Extension List displays all extensions, both Standard and Cloud, assigned to the PBX. At a glance, the list displays the following attributes of each extension:

▪ Status: indicator for peer status (online, offline, not configured)

▪ Extension: the extension number

▪ Name: the name displayed for the extension

▪ Type: the extension type, Standard or Cloud

▪ Route To: the routing destination for the extension

▪ Outgoing Caller ID for the extension

▪ Mailbox: the mailbox number for the extension

NOTE:The following numbers are reserved cannot be used for extensions: 211, 311, 411, 511, 611, 711, 811, 911, 933, and 988.

This screen enables you to search by Extension or Name, as well as view and edit the Extension Details, SIP Peer Status, Routing & Configuration and Voice Mailbox messages. You also have the ability to delete an Extension.

The list of Extensions that displays on this screen is now sortable:

• Click on a column header to sort the list by that column in ascending order.

• Click on the same column header a second time to sort by that column in descending order.

Searching for Extensions

Use the search feature to locate records by Extension or Name. The search is not applicable to data in other columns.

The following steps searches both Standard and Cloud Extensions.

1. Navigate to the appropriate customer in CoreNexa Automation Manager.
2. Click Services in the main menu then click Extensions in the side menu.
3. Enter the Extension number or part of the Name in the Search box and the results will automatically be displayed in the list below.

To clear the search results, click the x in the Search box.

Create Standard Extension

The following numbers are reserved cannot be used for extensions: 211, 311, 411, 511, 611, 711, 811, 911, 933, and 988.

You can also create an extension when creating new users.

Click here to watch a video on how to create a standard extensions or follow the steps below.

1. Navigate to the appropriate customer.
2. Click Services in the main menu then click Extensions in the side menu.
3. Click the Add Extension button to show a dropdown menu and select New Standard Extension.

4. Populate the following in the Extension Details section

1. Extension Number – Give the Extension a number value (1-6 digits).
2. Name – A short name given to each extension as a reference name within the Customer Portal; usually an employee name. The value in this field is displayed as the extension’s.
3. Outgoing Caller ID – Select the Phone Number that you would like displayed as your Outgoing Caller ID.
4. E911 Location –  Select the location that this extension/device will be making Outbound Calls from.
5. Seconds to Ring – Allows you to specify the number of seconds you would like the phone to ring before the call is forwarded to voicemail.

5. In the Call Routing tab of the Routing & Configurationsection, you can manage how incoming calls should be handled.
   1. The screenshot below shows the default Inbound Dialing Rules settings for a new extension.

2. If needed make changes in the Outbound Dialing Rules section. The image below shows the default selections.

3. In the Voice Mailboxsection, you can choose one of the following options:
   1. No Associated Mailbox 

If you selected “No Associated Mailbox” then you should not need to do anything further with the Voice Mailbox section.

2. Create New Mailbox

If you selected “Create New Mailbox” then you will need to populate the following:

• New Mailbox Number
• New Mailbox Password (PIN)
• Optionally you can also upload mailbox greetings (Unavailable, Busy, and Name) at this time if you already have the .wav or .mp3 file. If any issues arise with uploading the audio you can utilize a free tool such as G711.org using the “Standard Definition 16-bit WAV (8Khz, Mono, 16-Bit PCM)” option to format the file to what our system requires and try uploading it again.

3. You also can select one of the existing Mailboxes

If you selected one of the existing Mailboxes, please ensure that in the Routing and Configuration section that you select the Advanced tab and update the Message Waiting Extension to reflect the correct Mailbox Number. If this step is missed the customer may not get SIP Notify traffic for the right mailbox and may miss critical updates. 

If you performed this step after the extension was already created then please ensure you use the Prune Peer button for the extension following the mailbox change to ensure the old mailbox information on the peer, which is used to trigger the SIP Notify traffic for the phones, has been properly cleared from the extension.

6. In the Endpoint tab of the Routing & Configuration section, choose if the user will use soft phone or a desk phone. Default selection is UC Client or Softphone.

If you choose a different manufacturer (ex: Grandstream), make sure to select the Model and populate the phone’s MAC Address.

7. Click Save.

Edit Standard Extension

1. If necessary, search for the extension number following the Searching for Extensions steps.

2. Click on either the Extension number in the list or the Edit icon at the left of that row.
3. Make changes following the steps above to create a standard extension.
4. Click the Save button when you are finished.

Cloud Extensions

Cloud Extensions have no physical device information. They are used to configure the routing of call traffic to and from the PBX, and to provide Voicemail capabilities.

Create Cloud Extension

Click here to watch a video on how to create a cloud extensions or follow the steps below.

1. Navigate to the appropriate customer.
2. Click Services in the main menu then click Extensions in the side menu.
3. Click the Add Extension button to show a dropdown menu and select New Cloud Extension.

4. In the Extension Details section, edit the information as needed, using the table below as a guide:

Field	Details
Extension Number	A 1-to-6 digit number given to each extension as a reference number within the Customer Portal.
Name	A short name given to each extension as a reference name within the Customer Portal; usually an employee name. The value in this field is displayed as the extension’s Caller ID when making an extension to extension call.
Seconds to Ring	Allows you to specify the number of seconds you would like the phone to ring before the call is forwarded to voicemail.

5. In the Routing & Configuration section update the following:
   1. Manage the settings in the Call Routing tab to establish how incoming calls should be handled.
   2. Manage the settings in the Find Me tab to locate the call recipient.
   3. Manage the settings in the Advanced tab. This controls the Dial-By-Extension feature.FieldDetailsDisallow Dial-By-ExtensionIf checked, this extension cannot be dialed from any Auto Attendant; it can only be routed by PBX settings.

Field	Details
Disallow Dial-By-Extension	If checked, this extension cannot be dialed from any Auto Attendant; it can only be routed by PBX settings.

In the Voice Mailbox section, for the Voice Mailbox dropdown, choose to create a new mailbox, no associated mailbox, or an existing mailbox.

• If you selected create new mailbox, populate the New Mailbox Number and New Mailbox Password fields.
• Record or upload a file for the following:

7. Click the Save button.

Edit Cloud Extension

1. If necessary, search for the extension number following the Searching for Extensions steps.
2. Click on either the Extension number in the list or the Edit icon at the left of that row.
3. Make changes following the steps above to create a cloud extension.
4. Click the Save button when you are finished.

Delete Extension

Items to keep in mind:
– If the extension is routing to something in your portal, remove the association first, before trying to delete the extension.  The system will give you an error if this step is not done prior. Possible routing destinations can be a direct option from an auto attendant, a destination for a Ring Group or a member of a Ring Group. 
– If there is a user associated with the extension, this will have to be removed before deleting.

– If a desk phone is associated with the extension, you will want to remove the endpoint, so the phone can be rebuilt to a new extension, if needed.

1. Navigate to the appropriate customer.
2. Select Services in the main menu then click Extensions in the side menu.

3. Find the Extension you want to delete and click the Delete button.