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Set your Outbound Department For Call Reporting

What is an Outbound Department?

In addition to outbound caller ID, as an admin user you can control what the outbound department is for each user making outbound calls. This feature is useful if some of your users belong to multiple departments and you need to organize in your call reporting which department their outbound calls pertain to. 

How do I update a user's Outbound Department?

"Outbound Department" settings can only be updated by Administrators with full access to the System Administration area. In order to create a Call Center Group for monitoring, please follow the steps below:

     1 Login to your RingByName account.

     2. Click on your name at the top-right corner of the screen. Select "Go to System Administration" from the drop-down list.

     3. Click on "RingByName Setup" on the navigation bar along the top of the screen, or "Main Setup".

     4. Click on the "Users" in the selection area in the first column of the main area.

     5. Select the user you want to update, and on the far-right in the 'Outbound Department' field you can start typing the name of the department and a list will appear with the auto-completed department names. Select the department desired from the list. 

 6. Once you've selected a department, select "Save" at the bottom. 

  How do I view reporting based on the outbound department?

 1. Scroll up, and select "Reporting & Analytics" option from the navigation menu located at the top of the page. Next select Advanced Report. 

Once here, you can search for these calls by using the filter 'All outbound calls' under Filter by Type and your desired department under Filter by Department. In the Advanced Search Form, click "Search". RingByName will return a list of all calls that match that given criteria.

Our goal at RingByName is for all of our customers to best manage the phone system according to their business needs.

For this reason, we offer a training program at the user level to help your team take advantage of all the live data and features we offer. We also offer administrative level training so you and your administrators are able to update the configuration of your system to suit your business needs. All of our training is done with designated specialists looking to better your business.

To schedule a session, open the following link and follow the instructions on the screen. To get the most value out of Ringbyname, we advise you sign up for a training session in the morning hours after 9:00 AM.

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