View and Download a User Guide

Access the Portal

The Welcome Email

When you are first getting started with using the Stratus web portal, you should receive a Welcome Email that will allow you to set up your account's password and your voicemail PIN.

Once you click the Complete Setup button, you will see the New User Credentials menu where you can set up your Password and Voicemail PIN

After clicking the Save button, you will be taken to the Log In page where you can use your new Login Name and Password to log into the Stratus web portal.

Get Logged In

1. Visit www.stratus.spectrumvoip.com. 
   

   ✓ Visiting this link will pull up Stratus' Login page:
   

    
2. In the Login Name box, type your login name.
3. In the Password box, type your password.
4. Click Log In.

Your Profile Settings

As a Stratus user, you can update any of your Stratus account's Profile information. 

This information includes…

• Your basic account information that includes your first and last name, time zone, and directory preferences. 
• Your Caller ID information.
• Your account security information.
• Your voicemail PIN.

To view and update these settings and information, click your name and select Profile.

Doing so will pull up the Profile menu where this information can be referenced and adjusted.

Account Security Information (Email, Password, and SSO)

In the Change Account Security section, you can update your email address(es), set up Single Sign-On (SSO) and Multi-Factor Authentication (MFA) sign in options, and change your password for Stratus.

Field	Description
Email Address(es)	This is the email address that will receive any email notifications for things like voicemail notifications, password resets, etc..  To add more email addresses, click the Add another email icon.
MFA Methods:  •  Single Sign-On - Office365  •  Multi-Factor Authentication - Google	If Single Sign-On has been enabled for your business, you can link either your Office 365 or Google account to your Stratus account to make logging in more convenient.
Change Password:  •  New Password  •  Confirm New Password  •  Current Password	If needed, you can update the password you use to log into the Stratus web portal.  It is recommended to occasionally update your passwords to ensure your account stays safe.

 

 

Voicemail

When there is not a phone or app available to use for checking your voicemail, the Stratus web portal can be used instead. Some users may find using the Stratus portal to be a convenient alternative to having to traditionally call in and listen to their mailbox's voice menu. 

There are two places to check and manage the messages left in a mailbox: the Home page and the Messages page.

Quick Voicemail Access on the Home Page

On the Home page, use the NEW VOICEMAIL MESSAGES section to quickly listen to and manage your voicemails:

• To listen to a message, click the Play icon .
• You can use the icons on the right to interact with the message further:
  
• To look at saved or trashed voicemails, you will need to go to the Messages page.
  • You can click NEW VOICEMAIL MESSAGES to efficiently navigate to the Messages page.
    

The Messages Page

In addition to the NEW VOICEMAIL MESSAGES section of the Home page, Stratus offers a dedicated Voicemail menu on the Messages page. Unlike the Home page's menu, the Messages page allows users to look at saved and deleted voice messages.

To use this menu…

1. Visit the Messages page.
   
   

   Quick Tip: If you are a Stratus admin, you can view your own voicemails by clicking your name and selecting Messages.
   

    
2. In the Messages menu, use the Voicemail tab to view and control the mailbox's voicemails.
   
3. Use the Filter drop-down to view either New, Saved, or Trashed voicemail messages.
   
4. To listen to a message, click the Play icon .
5. Use the icons on the right to organize the message.
    

Manage Your Mailbox

When you are checking your mailbox, there are several options available for controlling what happens to the messages inside. 

Contacts

To access and reference your contacts, visit the Contacts page.

From here, you can reference your contacts as needed.

You can also use Stratus' Contacts popup menu to view and contact your Contacts.

Find a Specific Contact

Using the Filter drop-down, you can select specific groups of contacts to view.

You can also use the search bar to find a specific contact.

Create and Import Contacts

On the Contacts page of Stratus, you can add more contacts in two different ways:

Manage Your Contacts

If you have created contacts for yourself, you can use the Contacts page to view and edit them at any time. 

Time Frames

When you are setting up routing for yourself, you will notice that answering rules require a time frame to be created. A time frame determines when an answering rule should be active. 

To create a time frame to use for routing and forwarding…

1. Navigate to the Time Frames page.
   
2. Click the Add Time Frame button.
   
3. In the Add a Timeframe menu, fill in the following information:
   
   • Name - Type in a unique name for this time frame.
     
   • When - Select the type of time frame to be created.
     
     

     Options for When

      •  Always - If the time frame should be active until it is disabled, select Always.
      •  Days of the week and times - Select this if the time frame will be active on a recurring basis (same time and day every week).
     
         –  To add a break in the time that the time frame is active on a certain day, click the Add range icon.
     
      •  Specific dates or ranges - Click the boxes or Calendar icons to select the date(s) and times the time frame will be active for. 
     
         –  Click the Add date range button to add more dates.

      

      
4. Click the Save button.
5. To add more time frames, repeat steps 3-5.
   

   ✔ You should now have a list of time frames that you can use.
   

   You can now select that owned time frame while creating an answering rule. 
   

   Note: To learn how you can use these time frames to create Answering Rules to route calls, check out this article.

    

    

Answering Rules

As a basic Stratus user, you can create Answering Rules that are used to determine when and where a call should be routed/forwarded. 

To look at your answering rules, you can visit the Answering Rules page.

On the Answering Rules page, you can… 

•  Create and edit answering rules.
• View and adjust your Default answering rule.
• Adjust how long calls will ring.
• Allow/block phone numbers from contacting you.

Add an Answering Rule

Creating additional answering rules allows you to specify where calls should go for different scenarios and events (e.g., separate call routing for weekends). 

To create an answering rule that routes your calls during a specific time frame…

1. Click the Add Rule button.
   
   

   ✔ The Add an Answering Rule modal will appear.

   

    
2. Use the Time Frame drop-down to select a time frame. 
   
   

   Quick Tip: A Time Frame is required in order for an answering rule to be created. 

   To learn more about creating time frames, check out this article.

    
3. If this answering rule should not yet be active, uncheck the Enabled box to disable this rule.
   
4. If necessary, select Do not disturb to send all calls to your voicemail when this answering rule is active.
   
5. If needed, select Call screening to have callers say their name when they call to allow the call to be screened when answered.
   
6. If calls should be forwarded elsewhere for this answering rule, use the Call Forwarding section to select when and where calls should be sent:
   
   

   Call Forwarding Options

    •  Always - immediately forward calls to the number specified in the text field. No other forward rules will be followed.
    •  On Active - forward calls to the destination if the user's phone is already on a call.
    •  When busy - will forward calls to the destination if the reject button is pressed on an incoming call.
    •  When unanswered - forward calls to the number specified in the text field if the call is not answered after the specified ring timeout.
    •  When offline - automatically forward calls to the number specified in the text field when no devices are registered. This means that no devices, physical or virtual, are registered to Stratus. (for example, during a power outage).

   Destination Options for Forwarding

   When the destination field is being filled with text, Stratus will show possible destinations based on the input.
   

   Possible destination types:
    •  User - Forward calls to the user at the specified extension and follow their answering rules.
    •  Phone - Bypass the user's answering rules and forward calls to the device associated with the specified user.
    •ail - Forward calls to voicemail at the specified extension.
    •  Queue - Forward calls to a call queue associated with that extension.
    •dant - Forward calls to the auto-attendant associated with this user.
    •  Off-Net Number - Forward calls to a 10-digit Phone Number, such as a cellphone or answering service.

    

    

    

    
7. If multiple phones you own should ring for this answering rule, use the Simultaneous ring checkbox and its other options to fine-tune how these phones ring:
   
   

   Simultaneous Ring Options

    •  Include user’s extension- Select this to ring the phone that uses your extension number.
    •  Ring all user’s phones - Ring all of your registered devices at the same time (i.e., mobile apps, softphones, and desk phones).
    •  Answer confirmation for Offnet Numbers - When conducting a simring to a cell/landline, this feature ensures that the answering party is a person instead of voicemail by requesting the answering agent to press 1 to accept the call.
   
    •  In the field for entering an extension, number, or phone, you can enter the extension or phone number of another telephone you want to ring.
    •  Click the Clock button to specify a ring delay. A ring delay allows you to enter the amount of time before the call rings at the destination.
    •  To add additional phones to the simring, click the Add icon.

    

    
8. To only ring your main phone that has your extension, select Just ring user’s extension.
9. Once the answering rule has been configured, click the Save button.
   

The Default Answering Rule

The Default answering rule is an answering rule that is created each time a user is created. By default, this rule is usually set to Simultaneously ring all of the user's registered devices.

The Default answering rule acts as a “catch all” and stays active 24/7 unless there are answering rules above it that are active. Since this rule exists by default and is constantly active, it is usually used for routing After Hours calls, especially if there is a business hours answering rule that has been created.

By clicking the Edit icon next to the Default answering rule, you can adjust the destination for calls that are received while the Default answering rule is active.

This can be useful to do when you have added more answering rules for things such as your business hours or lunch. 

The Active Answering Rule

You can have multiple answering rules, but only one rule can be active at a time. The active rule is the top-most rule with an active time frame. This can be seen with an Active tag next to the active answering rule.

Best practices dictate that you order answering rules according to how specific they are and their priority, with the highest priority time frames (for example, Temporary Forwards and Holidays) at the top. The default time frame can be used as a ‘catch all’ or ‘after hours’ timeframe if other timeframes are applied.

Ring Time Adjustment

The Ring Time can be adjusted using the drop-down menu. This is the amount of time that your phone(s) will ring for on an incoming call. 

The Allow / Block Tool

The Allow / Block button allows users to control whether or not they receive calls from certain phone numbers.

Phones

On the Phones page, you can view your registered devices and their information.

The information on this page that you may find useful include…

• Your phone's registration status.
• Your phone's model.
• The IP address of your phone.
• Your phone's unique MAC address.

Edit Your Phone's Buttons

On the Phones page, you can access and use the Phone Manager tool to edit the layout of each phone.

1. On the Phones page, click the Phone Manager icon next to the phone you wish to edit.
2. On the Confirmation message, click the Yes button to use the Phone Manager tool.
   
   

   ✔ Doing this will pull up the Phone Manager page when you can view your phone's configuration.

   

    
3. Click a numbered spot where you would like a button, select a feature for the button, and fill in its information.
   
   

   Quick Tip: You can click the buttons on the photo of your phone to quickly select that button on the menu to the right.

   

    

   Features to Add to Buttons

   As you are editing the layout of a phone using the Phone Manager tool, you will notice that there are different types of features that can be added to the line keys, or buttons, of a phone. 

   

   Line Appearance Keys

   A Line Appearance key acts as a channel, or line, where a call can be hosted. Having multiple line appearance keys allows a phone to facilitate multiple calls at once. 
   

   ✔ It is recommended to have at least two or three line appearance keys to allow your phone to perform transfers and conferencing.

    

   Line appearance keys can be seen as the multiple buttons that display the phone's extension number. These line keys are usually located on the left side of page 1 on a phone's screen.

   Shared Line Appearance (SLA) Keys

   A Shared Line Appearance key allows two or more phones to share a line that uses the information of a certain extension number. 
   

   ✔ Any phones that have a shared line appearance key of a certain extension can pick up and handle calls for that extension. 

    

   To make calls as the extension of a shared line, press the shared line appearance key and then dial the number to be called.

   User (BLF) Keys

   A User (BLF) key acts a speed dial for internal users that can be pressed to quickly call another user. This key can also be pressed during a transfer to easily send the call to someone else without the need to dial that person's extension number. 
   

   BLF stands for Busy Lamp Field, which is a function that allows the presence of someone or something to be indicated. 
   A user (BLF) key uses this function in the form of the light on its button which changes colors to indicate a user's status. 

   Light	Status of User
   Green	User is available to take a call.
   Red	User is currently busy or on DND (Do Not Disturb).
   No Light	User is currently unavailable. Their phone may be disconnected or not receiving service.

   Call Park Keys

   A Call Park key is used to transfer callers to a specific park queue. These park queues are a special type of call queue that act as unified holding pools where calls can be parked and picked up from.
    

   Quick Tip: Your account can have as many call parks added as necessary. Many organizations set up three park queues for each of their departments.

   To have more park queues added, feel free to contact our technical support team, or follow this guide to add more park queues.

    

   Phones that share the same call park keys will be able to see a light that indicates the status of the park queue.

   Color of Light	Status of Park Queue
   Green	The call park is empty.
   Red	The call park is occupied. The key can be pressed to pick up a parked call.

   To park an active call, you can either…

       •  Press the call park key of the park queue you wish to transfer the call to. 
       •  Press Transfer and then dial the extension number of the specific park queue. 
       •  To dynamically park the call, dial *** during the call.

   To pick up a parked call, you can either…

       •  Press the call park key that is showing as occupied (red light).
       •  Dial the extension number of a park queue that is holding a call.

   Speed Dial Keys

   A Speed Dial key can be used to quickly dial and transfer calls to someone. This key is commonly set up to dial the phone number of external users, such as vendors, cellphones, and more. 

   When setting up a speed dial, you will tell the key what exactly to dial. You can also label what the speed dial will be displayed as on the phone.
   

   Quick Tip: Since a speed dial key dials exactly what is set during its creation, this key can be used to dial special codes such as star codes and feature codes.

    

   To create a key that acts as a speed dial and shows the status of internal users, refer to the User (BLF) Keys section. 

   DTMF Keys

   A DTMF key can be configured to dial a specific string of DTMF characters that prompts the phone to perform certain actions. 

   Although you may not set up this key yourself, you may see this type of key on your phone. For example, our team will commonly use a DTMF key to give users a button that will dial into a general voicemailbox and press *.

   WARNING: DTMF keys are not supported by Cisco and Polycom phones.

    

   Queue Toggle Keys

   A Queue Toggle key allows users to quickly toggle their queue availability status between Available and Unavailable for the call queues they are set as an agent for. 
   

   If the phone supports the BLF (Busy Lamp Field) function, the user will see a light that indicates their status in their call queues.

   Color of Light	Status of User in Queues
   Green	The user is set as offline. The key can be pressed to set the user as available in their call queues.
   Red	The user is set as online. The key can be pressed to set the user as unavailable in their call queues.

   Timeframe Toggle Keys

   The Timeframe Toggle key be pressed to toggle a specific time frame on and off for the phone's user.
   

   When you create a Timeframe Toggle key, you will be required to select a time frame that is being used by an answering rule set up for the phone's user or the user indicated in the Target User box.
   
   

   This key can be set up to forward calls for the whole business by having the Target User box set with the extension number of an inbound routing user (usually extension 8900). 
   

   WARNING: When you use this method of forwarding, the time frame box will not allow you to select a time frame. The time frame's name must be typed out.
   

   The time frame's name must be typed exactly as seen in the answering rules to work correctly. The same spelling and capitalization used by the time frame itself must be used.
   

    

   Hot Desk Keys

   Hot-desking allows your users to log in and log out of a phone each time they are set to take calls. This hot-desking can be useful in call center environments where multiple people will be using different phones at different times. 

   Although the hot desk key can be added in Phone Manager, this key is not recommended to be used as hot-desking is configured differently depending on the phone.
   

   ✔ To have hot-desking set up for your phones, please reach out to our technical support team.

    

   Queue Login Key

   The Queue Login key can be pressed to log the phone's extension into any call queues they are set as an agent for.
   

   ✔ The user will be marked as online, or available, and start receiving calls coming from the call queues they are in.

    

   Queue Logout Key

   In contrast to the Queue Login key, the Queue Logout key can be pressed to log the phone's extension out of any call queues they are set as an agent for.
   

   ✔ The user will be marked as offline, or unavailable, and stop receiving calls coming from the call queues they are in.

    

   Move My Call Key

   The Move My Call key can be set up to allow you to easily move a call from another device registered to your extension, such as the SpectrumVoIP Stratus Mobile App or the SpectrumVoIP Desktop App, to your desk phone.
   

   ✔ Using this key can be useful when you are handling a call on your mobile app and want to move the call to your desk phone when you arrive in the office.

    

    

    
4. If you need to remove a button, click the 3-dot icon and select Clear Button.
   
   

   Quick Tip: Selecting Cascade Button Clear will clear that button and any buttons below that spot.

    
5. Once you are done editing your phone's buttons, save your changes by doing one of the following:
   
   • Save - Save without immediately applying your changes.
     

     Note: When your phone does its nightly update, it should apply these changes automatically.

      
   • Save and resync - Save your changes and have your phone resync itself to apply the changes.
   • Save as new template - Save this configuration as a template that you can apply to your other phones. 

Add All Stratus Coworkers as BLF Buttons

To apply User (BLF) keys based off of the directory on the phone, select the 3-Dot icon next to the line where the BLFs will begin, and select Cascade Directory (static) or Cascade Directory (Dynamic).

• Cascade Directory (static) option auto fills the selected button and all subsequent buttons with static BLFs for the current directory entries. 

  Note: Statically cascading BLFs allows you to view how the BLF buttons will look, make adjustments to the BLFs, and clear out any that you do not wish to have added.

  

  Anytime one of the contact's information changes, the keys will need to have that information manually updated. 
  For example, if a user's name changes, their BLF will need to have its Label updated to reflect this change.

   
• Cascade Directory (dynamic) option auto fills the selected button and all subsequent buttons with dynamic BLFs, which update whenever the phone resyncs.
  

  Note: Dynamically cascading BLFs will have your phone's Directory entries automatically applied. Anytime one of the contact's information changes, such as their name, the keys will automatically update themselves when the phone does its nightly update.

  

   

  Adjust Your Cascaded BLF Keys

  If you do not like how the BLF buttons look after cascading them, you can adjust how exactly they are added using the Directory menu of Phone Manager.

  Hide a Contact

  If you do not want a certain user to show up on the BLF keys that are added, you can hide that user by editing the phone's Directory through Phone Manager.

  NOTE: Using this method will hide this user from your phone's Directory feature as well.

  If you still want to see this user in your phone's Directory, it is recommended to either use the Cascade Directory (static) option or add your BLF buttons one-by-one.

   

  To hide a user from your phone's BLFs and Directory feature.

  1. On the Phone Manager page, click the Directory button.
  or

  ✔ Doing so will pull up the Phone Manager Directory modal.
  

   

  2. Click the eye icon to hide/show a contact. 
  

  ✔ The hidden user's name will grey out while the eye will appear with a slash. This user will be removed from your phone's directory.

  To undo all the changes at one time, select Reset to Default.

   

  3. Click the Done button to apply these changes. 

   

   

  Change the Source

  The Contacts that are used for the BLF keys that are cascaded are determined by the Directory Source set for your phone.

  NOTE: Editing the Directory Source will also affect the contacts shown in your phone's Directory feature. 

  If you do not want to affect the contacts shown in your phone's Directory, it is recommended to either use the Cascade Directory (static) option or add your BLF buttons one-by-one.

   

  To edit your phone's directory source to only show certain contacts…

  1. On the Phone Manager page, click the Directory button.
  or
   

  ✔ Doing so will pull up the Phone Manager Directory modal.
  

   

  2. Use the Directory Source drop-down to select what kind of contacts should be referenced.
  
  3. Click the Done button to save this change.

   

   

  Re-Sort Contacts

  By default, the order that the cascaded BLFs are applied will be by extension number. If needed, you can have these BLFs ordered and applied by First Name or Last Name instead.

  NOTE: Editing the Directory Source will also affect the contacts shown in your phone's Directory feature. 

  If you do not want to affect the order of the contacts shown in your phone's Directory, it is recommended to either use the Cascade Directory (static) option and edit the keys added or manually add your BLF buttons one-by-one.

   

  To adjust how your BLFs are organized…

  1. On the Phone Manager page, click the Directory button.
  or

  ✔ Doing so will pull up the Phone Manager Directory modal.
  

   

  2. Select if the contacts should be sorted by Extension Number, First Name, or Last Name.
  
  3. Click the Done button to save this change.

   

   

  After making any changes, be sure to save your changes.
  

   

   

Use Templates

To make editing your phones more efficient as a basic user, you can create and apply templates.

When you are customizing your phone, you have the option to save your phone's configuration as a template that can be applied to any of your other phones. You can also apply templates created by a Stratus admin user for your business.

Create a New Template

As a basic user, you can create a template by saving your phone's layout as a template.

To do so…

1. Edit your phone's layout to match what you would like your template to apply.
   
2. Once you are done editing your phone, click the Arrow next to the Save button and select Save as New Template.
   
3. In the Save as New Template menu, give this template a name.
   
4. Click the Save button.
   

   ✔ Once the template is saved, you should see a confirmation message with a hyperlink that you can click to view the new template and make any edits.

   

    

Apply a Template

When you have templates that can be used, you can apply any of those templates to your phone.

To apply a template…

1. On the Phone Manager page, click the Templates button and select a template from the dropdown.
   
2. Click the Apply Template button.
   
   

   ✔ You should see the buttons appear on the Phone Manager screen.

    
3. Click Save and Resync to apply the template to your device.
   

Adjust Your Phone's Directory

The source of the directory will determine what contacts a phone will display when the Remote Phonebook of your phone is accessed using the Directory button on your phone.

To adjust your phone's directory source…

1. On the Phone Manager page, click the Directory button.
   or
   

   ✔ Doing so will pull up the Phone Manager Directory modal.
   

    
2. Use the Directory Source drop-down to select a directory source (determined by the first line user assigned).
   
3. Use the Directory section to view the contacts that will be shown.
   
4. If needed, select if the contacts should be sorted by Extension Number, First Name, or Last Name.
   
5. Click the eye icon to hide/show a contact. 
   
   

   ✔ The hidden user's name will grey out while the eye will appear with a slash. This user will be removed from your phone's directory.

   To undo all the changes at one time, select Reset to Default.

    
6. Click Done to apply these changes. 

Music on Hold

As a Basic User or Call Center Agent, you can access your own Music on Hold (MoH) page. This page allows you to customize your own music and messages that callers will hear while waiting on hold for you. 

Add Music on Hold Files

If you have produced songs or have the right to use certain songs, you can add those music files into your music on hold.

To add music files into your Music on Hold…

1. Click the Add Music button.
   
   

   ✔ Doing so will pull up the Add Music modal.
   

    
2. In the Song Name box, type in a descriptive name to identify the song with.
3. Take a moment to confirm that the music file is in a proper format for the phone system.
   

   WARNING: The audio file should be a 16-bit WAV (8Khz, Mono, 16-Bit PCM) file. 

   Convert an Audio File Using G711.org

   To convert the audio file, you can use a free site named g711.org. To do so…

   1. Visit g711.org.

   2. In the Source File section, click the Browse button.
   

   3. Select the audio file to be converted.
   

   4. In the Output Format section, ensure that the Standard Definition option is selected.
   

   5.Click the Submit button.
   

   ✔ Doing so will pull up a new page with a link.
   

    

   6. Right-click the link and select Save link as.
   

   7. In the File name box, type a name for the converted audio file and then click the Save button.
   

    

    

   DANGER: Not converting music files can cause catastrophic issues for your phone system.

    

    
4. Click the Browse button.
   
5. Select the converted audio file. 
   

   ✔ Now the file name and its file path should appear in the box.

   

    
6. Click the Upload button.
   
   

   ✔ The new song will appear at the bottom of the list of songs in the Music section
   

    

Create a Message

To add in a message for callers to listen to while waiting on hold for you…

1. Click the Add Message button.
   
   

   ✔ Doing so will pull up the Add Message modal.
   

    
2. Use either of these options to add in a Message:
   

   Text-to-Speech

   Use the text-to-speech option to type out a message and select an automated voice that will read out what is typed. 
   

   Once the message has been typed out, click the Save button.

    

    

   Upload

   Using the upload option, you can upload a converted audio file and give the message a name. 
   
    

   WARNING: The audio file should be a 16-bit WAV (8Khz, Mono, 16-Bit PCM) file. 

   Convert an Audio File Using G711.org

   To convert the audio file, you can use a free site named g711.org. To do so…

   1. Visit g711.org.

   2. In the Source File section, click the Browse button.
   

   3. Select the audio file to be converted.
   

   4. In the Output Format section, ensure that the Standard Definition option is selected.
   

   5.Click the Submit button.
   

   ✔ Doing so will pull up a new page with a link.
   

    

   6. Right-click the link and select Save link as.
   

   7. In the File name box, type a name for the converted audio file and then click the Save button.
   

    

    

   DANGER: Not converting music files can cause catastrophic issues for your phone system.

    

    

    

   Once the file has been selected on your PC, click the Upload button.

    

    

   Record

   The record option allows you to type in the phone number or extension number for the phone system to send a call. 
   

   Click the Call button to send a call to the number. When the call is answered, it will record whatever is said to it. 

    

    

   ✔ You should now see the new Message added into the Messages section.
   

    

Play an Introduction Greeting

Similarly to a regular message, an Introduction Message can be added in. The introduction message is played before any of the music or messages play. This kind of message is useful for notices or warnings, such as that the call may be recorded.

To add in an Introduction Message…

1. Click the Add Intro Message icon . 
   

   Quick Tip: If there have not been any messages added, you can click the Add Introduction button on the notice that shows in the Messages section. 
   

    
2. Use either of these options to add in an Introduction Message:
   

   Text-to-Speech

   Use the text-to-speech option to type out a message and select an automated voice that will read out what is typed. 
   

   Once the message has been typed out, click the Save button.

    

    

   Upload

   Using the upload option, you can upload a converted audio file and give the message a name. 
   

   WARNING: The audio file should be a 16-bit WAV (8Khz, Mono, 16-Bit PCM) file. 

   Convert an Audio File Using G711.org

   To convert the audio file, you can use a free site named g711.org. To do so…

   1. Visit g711.org.

   2. In the Source File section, click the Browse button.
   

   3. Select the audio file to be converted.
   

   4. In the Output Format section, ensure that the Standard Definition option is selected.
   

   5.Click the Submit button.
   

   ✔ Doing so will pull up a new page with a link.
   

    

   6. Right-click the link and select Save link as.
   

   7. In the File name box, type a name for the converted audio file and then click the Save button.
   

    

    

   DANGER: Not converting music files can cause catastrophic issues for your phone system.

    

    

   Once the file has been selected on your PC, click the Upload button.

    

    

   Record

   The record option allows you to type in the phone number or extension number for the phone system to send a call. 
   

   Click the Call button to send a call to the number. When the call is answered, it will record whatever is said to it. 

    

    

   ✔ You should now see the new Introduction Message added into the Messages section.
   

    

Manage Your Music and Messages

On the Music on Hold page, you can do the following to manage and adjust your music and messages:

Re-Order Music and Messages

Once messages and music have been added in, the lists of music and messages can be re-ordered to prioritize when those songs/messages should play. 

✔ Once the music or messages have been re-ordered, click the Save button that appears in the warning banner.

 

 

 

Call History

On the Call History page, you can view the calls you have recently received and placed. 

The information shown in the chart includes the following:

Column Name	Description
Number	Inbound calls: The phone number or extension number that placed a call to you. Outbound calls: The phone number or extension number that was dialed.
Name	If the person is… An existing contact: The name used in your contact for the person. Not a contact: The FROM name provided by the caller's carrier.
Date	The date the call was placed/received.
Duration	The time elapsed (minutes:seconds) during a call.
Quick Links or	Add Contact / Edit Contact: Click this icon to either add this person to your Contacts or edit your existing contact for this person. Download: If call recording has been enabled you, this icon will download the call's recording to your PC. Listen: If the call was recorded, this icon will open an audio player on screen for you to listen to the recording.  Add Notes: Click this icon to add disposition notes to the call.

Find a Specific Call

Using the Filters button, you can filter your call history and view only the events of interest to you.

1. In the Call History page, click the Filters button.
   

   ✔ Doing so will make the Call History Filters modal appear.

   

    
2. Complete the fields using this table:

Setting	Description
Type of Call	•  Inbound:  •  Outbound:  •  Missed:
Date Range	Select the From and To dates for the events you want to view. The maximum From-To range is 31 days. The furthest back you can search within the Stratus Web Portal's Call History is 6 months. To view call data records from beyond 6 months, you can access the CDR Archives.
Date Range	Enter the name or extension you want to view.
Caller Number	Enter the caller number you want to view
Dialed Number	Enter the dialed number you want to view
Call Type	Enter the type of call you want to view.  Choices are: • Inbound • Outbound • Missed

3. Click Set Filters.
   

   ✔ The Call History page will update to only show entries that match your criteria. 

   If no events match your criteria, a message will inform you that there are no matches to your
   filter.

    

Export Your Call History

You can export the call history as a spreadsheet in a CSV format. From there, you can open the information in Microsoft Excel or a different spreadsheet software for further manipulation.

To export the call history logs shown, click the Export button.