Copying Users and Services

Overview

In the User and Services Configuration form, you can copy most of the details from an existing phone service record to create a new user and/or phone service with a similar profile. The Copy functionality copies data from the selected record, except for the following fields, which are cleared:

NOTES

 

Programming

To create a copy of an existing user's configuration data

  1. Access the User and Services Configuration form.

  2. In the Search Results tree, right-click on the phone service that you want to copy or click the down arrow beside it.

  3. From the drop-down list, select Copy Phone.

  4. A new item, labeled "Copy of <label of the copied phone service>" appears at the top of the Search Results tree. The item is auto-selected, while all the other items are disabled. Detail forms are displayed in the right panel  with the following fields cleared:

  5. Last Name

  6. First Name

  7. Number

  8. Directory Name

  1. Enter the new user's and/or service's information.

NOTE: If the First Name and Last Name fields are left blank and the Number field is configured, a new phone service will be created without a user. Similarly, if those two fields are configured, but the Number is left blank, then a new user will be created without a service. If all these fields are configured, then a new user and a new phone service is created and associated with each other.

  1. Click Save Changes. Click Cancel at any time before saving to abort the operation.