#33590 FW: Quick Q after testing

Created from Lead: https://artichoke.shield.syncromsp.com/leads/31309322/convert

From: EJ Porth <[email protected]>
Date: Wednesday, March 19, 2025 at 12:01 PM
To: Peet McKinney <[email protected]>
Cc: Elin Hert <[email protected]>
Subject: RE: Quick Q after testing

Peet, did you see these notes below? Just the things we’ve run into during testing.

Everything seems to be going well. We have spring break this week so many are out. I think we’ll be ready to starting that week long transfer process at the end of next week pending any other issues.

Thanks so much!
EJ

From: EJ Porth
Sent: Wednesday, March 12, 2025 12:01 PM
To: Peet McKinney <[email protected]>
Cc: Elin Hert <[email protected]>
Subject: RE: Quick Q after testing

Another one, when Elin was testing the dial by name and one of our board members came up. I’m wondering if it is set to include all users rather than all licensed users? We have a lot of ‘guest users’ in our system.

We forwarded the main line as a test today and it seems to be working. When you get a chance, I sent a couple other minor questions from our testing.

THANKS!
E

From: EJ Porth
Sent: Monday, March 10, 2025 3:29 PM
To: Peet McKinney <[email protected]>
Cc: Elin Hert <[email protected]>
Subject: RE: Quick Q after testing

Sending Q’s while they com up but not urgent.

When we tested on the auto attendant, we tried saying General rather than just pushing 7 (which worked), and it said it didn’t have anyone by that name. Do we need to add those group voicemail prompts to the Dial by name?

EJ

From: EJ Porth
Sent: Monday, March 10, 2025 3:24 PM
To: Peet McKinney <[email protected]>
Cc: Elin Hert <[email protected]>
Subject: Quick Q after testing

Peet,

I called our ‘pick up auto attendant number’ for a test. Elin’s Teams status said busy and so did her calendar and it still rang. And then I called my personal GVLT number, same thing, I was shown as busy and my calendar was busy but it still rang. Any ideas on why this might be happening? In both situations we were expecting it to go right to the auto attendant or my voicemail.

Not urgent. We’re going to do some forwarding/ testing tomorrow too.

E

EJ,

I'm so sorry for the delay in getting back to you on these questions. I did note them in my INBOX but failed to forward them over to [email protected] for you. When requests don't hit a ticket it's much too easy for them to get buried.

- Teams status vs call notifications: I'm sorry but I misunderstood the relationship between status and calls. Here's Microsoft's documentation on status and call notifications (check the "Here are more details about each status" section): https://support.microsoft.com/en-us/office/change-your-status-in-microsoft-teams-ce36ed14-6bc9-4775-a33e-6629ba4ff78e

- If your status is set to Do Not Disturb or if you enable Call Forwarding you will not receive any call notification
- If your status is set to Available, Be right back, Appear away, or Off work, you will receive call notifications
- If your status is set to Busy, In a call, or In a meeting, you will receive call notifications
- “General” voice command: If you look at the “Call flow” section of your routing Auto Attendant: https://admin.teams.microsoft.com/auto-attendants/v2/70c12caa-0351-4999-adc6-f88aa31e449e you’ll see that “general” is the voice command for the menu option. I’m not sure but changing up the command would provide a more constant routing e.g. “general mailbox” or “general voicemail” vs just “general”
- Dial by Name: I’d assumed that the system would not try to or consider a user if they did not have a Teams Phone license, hence why I made the dial by name group exclusive instead of inclusive. If this proves to be an issue in practice, the solution would be to invert the dial by name group and have it be Inclusive instead of exclusive in the “Dial scope” of your routing Auto Attendant: https://admin.teams.microsoft.com/auto-attendants/v2/70c12caa-0351-4999-adc6-f88aa31e449e

If everything is going well, let me know when you’re ready to get your port order into Microsoft.

Happy Friday

Cheers.Peet

Sorry, Elin wasn't cc'd on the last email ... here it is again:

EJ,

I'm so sorry for the delay in getting back to you on these questions. I did note them in my INBOX but failed to forward them over to [email protected] for you. When requests don't hit a ticket it's much too easy for them to get buried.

- Teams status vs call notifications: I'm sorry but I misunderstood the relationship between status and calls. Here's Microsoft's documentation on status and call notifications (check the "Here are more details about each status" section): https://support.microsoft.com/en-us/office/change-your-status-in-microsoft-teams-ce36ed14-6bc9-4775-a33e-6629ba4ff78e

- If your status is set to Do Not Disturb or if you enable Call Forwarding you will not receive any call notification
- If your status is set to Available, Be right back, Appear away, or Off work, you will receive call notifications
- If your status is set to Busy, In a call, or In a meeting, you will receive call notifications
- “General” voice command: If you look at the “Call flow” section of your routing Auto Attendant: https://admin.teams.microsoft.com/auto-attendants/v2/70c12caa-0351-4999-adc6-f88aa31e449e you’ll see that “general” is the voice command for the menu option. I’m not sure but changing up the command would provide a more constant routing e.g. “general mailbox” or “general voicemail” vs just “general”
- Dial by Name: I’d assumed that the system would not try to or consider a user if they did not have a Teams Phone license, hence why I made the dial by name group exclusive instead of inclusive. If this proves to be an issue in practice, the solution would be to invert the dial by name group and have it be Inclusive instead of exclusive in the “Dial scope” of your routing Auto Attendant: https://admin.teams.microsoft.com/auto-attendants/v2/70c12caa-0351-4999-adc6-f88aa31e449e

If everything is going well, let me know when you’re ready to get your port order into Microsoft.

Happy Friday

Cheers.Peet

Thanks Peet! No worries.

The instructions on the availability/ status makes sense and we'll share that correction with the team.

We changed General to General Voicemail and it worked. And we changed Director to Executive Director and it worked.

The Dial by Name issue hasn't been replicated so if it happens again, we'll make that switch.

Pending some other user questions which won't hold us up from moving forward, I think we're ready for you to initiate the port with spectrum! The staff seem to be really liking the system.

Will you confirm when you've put in the request?

And moving forward, if we have a question, should we email the [email protected] to get into the right queue?

I'll set up a call with the three of us for a couple weeks from now to check in, get some notes from you on setting up a new user and taking one away and any final details. We're so close!

EJ

---------------------------------------------------------------

From: Artichoke Support - Peet <[email protected]>
Sent: Friday, March 21, 2025 8:11 AM
To: EJ Porth <[email protected]>
Cc: Elin Hert <[email protected]>
Subject: FW: Quick Q after testing (message id: 92943938)

Question:

Chet Work is our Executive Director and right now there is a group/ shared voicemail for Executive Director that is in the call flow of the autoattendant. Right now he can get voicemails both to his direct line but also in this shared box. Since he is in the only one in the group, is there a way to set it up so that the voice command/ auto attendant sends people to his direct line and therefore his direct line voicemail rather than the group so he doesn't need to check for voicemails in both places? I tried doing it on the call flow and it didn't let me select his individual line as a destination.

Thanks!
EJ

---------------------------------------------------------------

From: EJ Porth <[email protected]>
Sent: Monday, March 24, 2025 3:31 PM
To: Artichoke Support - Peet <[email protected]>
Cc: Elin Hert <[email protected]>
Subject: Re: Quick Q after testing (message id: 92943938)

Thanks Peet! No worries.

The instructions on the availability/ status makes sense and we'll share that correction with the team.

We changed General to General Voicemail and it worked. And we changed Director to Executive Director and it worked.

The Dial by Name issue hasn't been replicated so if it happens again, we'll make that switch.

Pending some other user questions which won't hold us up from moving forward, I think we're ready for you to initiate the port with spectrum! The staff seem to be really liking the system.

Will you confirm when you've put in the request?

And moving forward, if we have a question, should we email the [email protected] to get into the right queue?

I'll set up a call with the three of us for a couple weeks from now to check in, get some notes from you on setting up a new user and taking one away and any final details. We're so close!

EJ

---------------------------------------------------------------

From: Artichoke Support - Peet <[email protected]>
Sent: Friday, March 21, 2025 8:11 AM
To: EJ Porth <[email protected]>
Cc: Elin Hert <[email protected]>
Subject: FW: Quick Q after testing (message id: 92943938)

Sure, it can be redirected to a personal voice mail.

https://admin.teams.microsoft.com/call-queues/v2/edit/ad968848-23a2-420e-ba2d-8448129a06b1

I've done so, but navigate to the above [GVLT-Queue-ExecutiveDirector](https://admin.teams.microsoft.com/call-queues/v2/edit/ad968848-23a2-420e-ba2d-8448129a06b1). Then choose, "Exception handling" then "Call timeout"

(see below)

[embedded image]

Thanks Peet. I'm sure you're on it but want to make sure, did you start the porting process?

Let me know when we're good to go and i'll confirm with Spectrum that we're closing our account.

THANK YOU!
EJ

---------------------------------------------------------------

From: Artichoke Support - Peet <[email protected]>
Sent: Tuesday, March 25, 2025 3:14 PM
To: EJ Porth <[email protected]>
Cc: Elin Hert <[email protected]>
Subject: FW: Quick Q after testing (message id: 92943938)

EJ and Elin,

I'm sorry for the delay here. Getting the number ported needs a couple bits of information from your full Spectrum invoice.

- Account Number:
- Security Code:
- Phone Number: +1 4065878404

Email is probably safe enough to share this, but the best practice would be to create a Keeper entry and share it via that system.

[embedded image]


Thank you for your email! I'll be back in the office on Monday, March 31, and will reply at that time.

Sincerely,

Elin

Email the account number, then call 406.880.8810 and tell me your security code.

Cheers.Peet

Peet,

Account #

8313200110963965

Number is 406-587-8404 (we have 3 other lines that we purchase but the only one advertised is the 8404)

I will call now with our security code

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From: Artichoke Support - Peet <[email protected]>
Sent: Friday, March 28, 2025 9:27 AM
To: EJ Porth <[email protected]>
Cc: Elin Hert <[email protected]>
Subject: FW: Quick Q after testing (message id: 92943938)

Created from Lead: https://artichoke.shield.syncromsp.com/leads/31462096/convert

[embedded image]

EJ PORTH
Associate Director
406.920.4501
212 S. Wallace Suite 101 ▪ Bozeman, MT 59715
[www.GVLT.org](http://www.gvlt.org/)▪Watch our video –[Building Community Through Trails and Open Space](https://youtu.be/zLQphVUuiAA?si=tINgq7sPSs8_qSxU)

EJ,

Thank you again for your patience with me while I placed your port order.

Just noting a couple items ... the port order should be completed around 1PM on 4/11/25. Your Brand Identity is approved, so once you have a campaign created, you should be set for testing SMS. We're set for a meeting on 4/7 at 1PM.

Cheers.Peet

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