- 30 Apr 2024
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12.5. Phone Number Object
- Updated on 30 Apr 2024
- 2 Minutes to read
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Why would you need to report with the Phone Numbers object?
The Phone Numbers tab provides a comprehensive view of all Natterbox numbers, including those designated as DDI (Natterbox User column) and those in inbound routing policies (Call Flow column). Users can edit records, adjusting name, purpose, and assigned DDI user. While the search box facilitates easy number retrieval, advanced filtering and export options are limited. However, sorting is available through the arrows at the top.
For more information on the on the Phone Numbers tab, see this guide.
How can the Phone Numbers object be enabled for reporting?
To be able to do more advanced reporting, you will need to enable the Phone Numbers object for reporting.
Please note: this will need access to Salesforce admin permissions.
Here are the steps to enable the Phone Numbers object for reporting:
Go to Salesforce Setup
Then click 'Object Manager'
Type 'Phone Number' in the search bar
Click on the object (API Name = nbavs__PhoneNumber__c)
You should open up on the 'Details' Page, if not, clikc 'Details' on the left hand side.
Now, click 'Edit'.
Scroll down to the 'Optional Features' section
Check the box for 'Allow Reports'
Click 'Save'. Now the report type will be available in reports.
For some common reports you might build, see the next guide!
Fields, Values & Definitions
Field | Field Definition | Field Values |
---|---|---|
Area | The region corresponding to the area code in the number | Example: 203 |
Area Code | The region code section of the number | Example: London |
Call Flow | If the number is assigned as an ‘Inbound Number’ in a Routing Policy , this is the name of the policy. When this field has a value, it cannot be assigned as a DDI Number. | Lookup (Routing Policy) |
Country | The country the number belongs to | Example: United Kingdom |
Country Code | The short identification code related to the country the number belongs to | Example: 44 |
Created By | A default Salesforce field used to track who created the record, mostly irrelevant for reporting purposes | Lookup (User) |
DDI Number | A checkbox that displays TRUE when the Natterbox User field is populated and FALSE when it’s blank. | True, False |
Geographic | The number is assigned as a Geographic number | True, False |
Last Modified By | A default Salesforce field used to track who last edited the record, mostly irrelevant for reporting purposes | Lookup (User) |
Local Number | The number without the Country Code and Area Code | Example: 5100500 |
Local Presence Enabled | If the number is enabled for Local Presence (editable) | True, False |
MMS Capable | Phone number is capable of sending MMS | True, False |
Name | The name of the number, this can be edited to allow easy identification. If the 'Show Number Label in My Caller ID' feature is enabled, this is the value that will be displayed for users in the CTI | Example: Support Inbound Number |
Natterbox User | As default this is blank but a Natterbox User can be added in here to assign this number as a DDI Number. When this field has a value, it cannot be used in any routing policies and vice versa. | Example: John Smith |
Number | The phone number (without a ‘+’) | Example: 442035100500 |
Owner | A default Salesforce field populated with who owns the record, mostly irrelevant for this object | Lookup (User) |
SMS Capable | Phone number is capable of sending SMS | True, false |
Sync UserId | Used to update the backend when the Natterbox User field is changed | Example: 1437991 |
UserId | The External Id of the user in the Natterbox User field | Example: 308609 |
Voice Capable | Not used currently | - |