8. Phone Numbers Tab

The Phone Numbers Tab page is populated by phone numbers that are currently allocated to your org via Natterbox. This includes numbers that were ported or provisioned and whether they are allocated to an individual or are used org wide.

If you purchase additional numbers through Natterbox then you must come to this page and click on the  sync button to pull the numbers into the list and make them usable.

• Assigning a number as a DDI:
• Click edit to the left of the number
• On the next screen on the right is a Natterbox User field, enter the name of the user you want in here and click save.
• Now that number is assigned as a DDI to that user
• To remove the user just click edit again and remove the name of the user followed by save and now the number can be used in a policy again.

If you need to report on your phone numbers and assignments all the above information can also be reported on using standard Salesforce functionality. The object is Phone Number (nbavs__PhoneNumber__c) and all the same fields are available and can then be exported and manipulated further outside of Salesforce (using excel etc..).

This data cannot be dataloaded back into Salesforce as it would not sync with the Natterbox platform.

To enable the Phone Numbers report type, following these steps:

• Go to setup > Object Manager
• Find the Phone Numbers object
• Click on the details tab, then ‘Edit’
• Check the box ‘Allow Reports’
• Save

Video tutorial

Here is a video on how to add and assign phone numbers: