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Configuring member call processing

Updated over 3 months ago

You can configure how Kube processes outgoing calls for each of your members. When you configure member call processing, you can make changes from the call processing configuration that members inherit from their company. For more information about company call processing, see Configuring company call processing.

This article is part of the Kube voice flow. For more information, see Kube setup checklist.

NOTES:

To configure member call processing

  1. Select Customers in the top menu and select Members from the drop-down menu.

  2. Locate the member in the grid and click the member's name. The Member Essentials screen appears.

  3. Select Voice in the side menu.

  4. Click the Edit button.

  5. Complete the fields. For field descriptions, see the Member General Voice Screen Reference at the end of this article.

  6. Click Save.

TIP: The next step in the Kube voice process is to set basic member incoming call configurations. For more information, see Setting basic member incoming call configurations.

Member General Voice Screen Reference

Calling Line ID First and Last Names

Name of the member that appears on caller ID when the member calls outside of your organization.

Calling Line ID Phone Number

Phone number that appears on caller ID when the member makes calls outside of your organization.

CAUTION: This field defaults to the property telephone number registered with emergency services to properly route emergency responders to your property.

Telephone Number

Member's telephone number. Click the Additional Options button to assign a phone number to the member.

TIP: Kube fills this field if you assign a telephone number to a member during the amenity configuration process. For more information, see Configuring voice amenities.

Extension

Kube automatically generates the member's extension.

TIP: If you change the member's extension, Kube checks that the extension is not duplicated at any of your properties, since all of your properties share a pool of extensions.

Call Processing Policy

Which configuration Kube uses when processing member outgoing calls.

NOTE: There are three configurations: Global (configured on the backend), Group (company settings), or User (member settings configured on this screen). For member settings, you can choose Group (Kube uses the company settings and ignores the member selections you make) or User (Kube uses the selections you make in the member section here)

External Call Processing Policies

Phone number that shows on caller IDs when dialing outside of your organization.

NOTE: You can choose the following options:

  • Use Member Phone Number: Uses the member's direct phone number used for incoming calls.

  • Use Member CLID: Uses the emergency telephone number set on the property's Voice Settings screen. For more information, see Configuring property call processing.

  • Use Company Phone Number: Uses the company's Calling Line ID Number set on the company's General Voice screen.

Emergency Call Processing Policy

Phone number that shows on caller IDs when dialing emergency services.

CAUTION: It is recommended that you select Use Member CLID because the Member CLID uses the property's emergency telephone number that is registered with emergency services.

NOTE: You can choose the following options:

  • Use Member Phone Number: Uses the member's direct phone number used for incoming calls.

  • Use Member CLID: Uses the emergency telephone number set on the property's Voice Settings screen. For more information, see Configuring property call processing.

  • Use Company Phone Number: Uses the company's Calling Line ID Number set on the company's General Voice screen.

Time Zone

Time zone the member is in.

NOTE:

  • If you need to change your voice business hours, contact Yardi technical support.

  • Kube uses the time zone to determine when the member's voice business hours fall. When a member's voice settings use voice business hours, Kube uses the property's voice business hours and uses the member's time zone for those voice business hours. For more information, see Configuring property call processing.

Persistent DND

Enabling allows the member to turn on Do Not Disturb on their phone.

NOTE: Enabling Persistent DND turns on Do Not Disturb on the member's phone. To turn on Do Not Disturb, see Turning on member Do Not Disturb.

Voice Messaging

Turns on voicemail for the member. Field descriptions are covered in Configuring member voicemail options.

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