Extension Configuration

The Users and Devices configuration page allows you to enter user and general-purpose extensions into the system for reporting. Each entity can have multiple associated numbers, providing a unified view of call activity while enabling individual device breakdowns in reports.

For example, a user may have a desk phone, a softphone, and a remote phone at home. Rather than treating these as separate devices, they are grouped to offer a complete representation of the user’s call activity, with flexibility for individual analysis in specific reports.

The configuration data appears in a table with the following columns:

• Entity Name: Display name for the user or device group.
• Location: (Optional) Location or site of the associated user.
• Department: (Optional) Department of the associated user.
• Cost Code: (Optional) Code for call accounting reports.
• Description: Label for the device (e.g., Desk Phone, Mobile Twin).
• Number: List of numbers associated with the entity.
• Device Type: Selected type for each number.
• Primary: Identifies the primary extension number visible in reporting for this user.

At the bottom of the add/edit window, you’ll find the "Lock" and "Hide" options.

• Lock - Allows you to lock/unlock a record, preventing it from being overwritten or deleted by a CSV import or API sync. For instance, if a user is listed as “Jim Jones” but appears as “James Jones” in the phone system, locking the record preserves the original name during sync operations.
• Hide - Enabling this option will remove associated entries when running reports across "All Extensions".
  The aim is to declutter some of these reports, allowing entries like test, fake, or dummy extensions to be removed from the reports in cases where they automatically sync over from your phone system. With the "Hide" option enabled, the item will still be reportable individually, or if part of any reporting filter.
  

To add a new entity:

• Click Add and enter the name and optional details for the entity.
• Add a device description, number, and device type.
• Enable the Primary flag for one device in the table.

Note: Each extension number must be unique. If a duplicate exists, an error message will prompt you to resolve the conflict.

The aim is to declutter some of these reports, allowing entries like test, fake, or dummy extensions to be removed from the reports in cases where they automatically sync over from your phone system. With the "Hide" option enabled, the item will still be reportable individually, or if part of any reporting filter.