How do I create and administer Holiday greetings within CallPilot Manager?

This feature is only available on the following BCM systems:

  • BCM 3.7 to BCM 4.0
  • BCM 450 All software releases
  • BCM 50 All software releases

You can create a list of holidays with their own special greetings in the Holiday List.

The Holiday List can have a maximum of 100 holidays. For each holiday you can assign greetings and CCR Trees based on the time of day. You can create holidays that occur once, or you can create recurring holidays that take place on the same day each year, such as Valentine’s Day, which occurs on February 14 every year.

To add an entry to the Holiday List:

  1. Click the Auto-Attendant heading. The Lines Administration page appears.
  2. Click the Holidays link. The Holiday List page appears.
  3. Click on Add. A New Item appears in the Holiday List.
  4. Click the Change link for the New Item. The Holiday Setup page appears.
  5. In the Name box enter a name for the holiday. The name can be a maximum of 63 characters.
  6. From the Date boxes select a month and a day.
    You can enter February 29 if you are creating a recurring holiday, because a match will occur every Leap Year, or if you are not creating a recurring holiday, but the year to which the date applies is a Leap Year.
  7. Select the Occurs every year on the same date check box if the date occurs every year on the same date, such as Valentine’s Day, which always occurs on February 14.
    Do not select the check box if the holiday does not occur every year on the same day.
  8. From the Morning, Afternoon, Evening and Non-business list boxes, select a greeting from 1 to 250.
    The defaults are 1 for Morning, 2 for Afternoon, 3 for Evening and 4 for Non-business.
    These greeting numbers play during the periods you define in the Hours settings.
  9. From the CCR Tree list box select the CCR Tree you want calls to route to for each time of day.
    If you do not want calls to route to a CCR Tree, select None. Assigning a CCR Tree is optional. You must build a CCR Tree before you can assign it.
  10. In the Hours boxes enter the start times for the Morning, Afternoon, Evening and Non-Business greetings.
    These times determine when greetings and CCR Trees apply to the holiday.
  11. Click Submit.

About Holiday status

The Status column in the Holiday List shows the status of the holidays. You can edit, update or delete holidays from here. After a holiday expires, you can open and edit it so it applies to the upcoming year.

The status of items in the Holiday List can be:

  • Unused - A holiday that you have not yet configured
  • Today - A holiday that matches the system date. If a holiday occurs on the day you access the Holiday List, the status is shown as Today. The holiday name appears in bold in the lower left corner of the Holiday List, like Spring Festival.
  • Repeating - A holiday you have configured to recur every year.
  • Pending - A holiday configured to take place once in the future
  • Expired - A holiday configured for the past that will not recur. You can delete the holiday or open and edit it so it applies to the upcoming year.

To change an entry in the Holiday List:

  1. Click the Auto-Attendant heading. The Lines Administration page appears.
  2. Click the Holidays link. The Holiday List page appears.
  3. Click Change for the Holiday you want to change the properties of. The Holiday Setup page appears.
  4. Change the properties of Greetings, CCR Trees, Hours, and so on.
  5. Click Submit.

To delete an entry in the Holiday List:

  1. Click the Auto-Attendant heading. The Lines Administration page appears.
  2. Click the Holidays link. The Holiday List page appears.
  3. Click the Delete link for the Holiday you want to delete.
    A message appears that asks you to confirm the deletion.
  4. Click OK.
 

Artboard 1 copy 2 Need more help?


 
Contact us