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Matt Dillion
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The Mitel (formerly known as ShoreTel) client allows you to change forwarding, voicemail, and several other settings without going through on-phone or voice-driven menus.  This article details how. If you need information on obtaining the client or its basic functionality, you can use our Mitel Basics article. To set up your voicemail, see the

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Changing Voicemail Settings with the Mitel Client Article. 

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Table of Contents

Table of Contents
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Introduction

The procedures below explain the process for setting up a "Power Routing" rule that will forward calls to another line when your phone's availability state is set to "Out of Office". This process requires the use of the MITEL Connect Client, if you do not have the MITEL Connect client installed on your computer please follow this link for instructions on how to install the client - Link.





Procedures for setting up call forwarding

UI Steps
UI Step

Access "Settings"

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To get to the settings window, click the Connect menu at the top of the client and choose Settings….

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Setting Up Call Forwarding

You can set up call forwarding on a per-state basis using the Call Routing menu.  For more information about states, see our article on Call Forwarding with States

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First, select the state for which you’d like to edit the forwarding information.

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You’re then given a number of options for forwarding your calls.

Traditional Call Forwarding

To access the same call forwarding options available on your phone, click on the Change button next to  either “[#] rings before incoming calls are routed to voicemail” or “Incoming Calls are immediately routed to voicemail”

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Once you click on the change button, you get a screen with three options.

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  • Keep ringing the number above disables all forwarding; your phone will ring until you pick it up or the caller hands up.

  • Forward the call to allows you to forward the call to your voicemail or another number after a given number of rings.  You can change the number of rings or the forwarding destination with the dropdown menus.

  • Always forward my calls to will immediately forward any calls received by your phone either to your voicemail or another number; your phone won’t ring.  You can change the destination using the dropdown menu.

When you’re done, click Save.

Simultaneous Ringing

You may also want calls to your phone to cause both your phone and another phone (such as your mobile phone) to ring. To do so, select the state in which you’d like this to happen and click next to “No phones will simultaneously ring” or “This phone will simultaneously ring [number]”.

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Check the box next to “Also simultaneously ring the following” and click the dropdown to select a number.  Enter the number exactly how you’d dial it.

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Click Use Selected Number, and then click Save.

Find Me

If your phone is in any state other than Available, you’re also able to set your phone to ring a different number if people press 1 during your voicemail greeting. To do so, click the button next to “If callers press 1 during my voicemail greeting...”

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On that screen you can set numbers using the dropdown that will be called if people press 1 during your voicemail greeting.  

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There are a couple of things that you should note when using Find Me:

  • The person receiving the call will not immediately be connected to the call.  Instead they will receive an automated message asking them to accept the call


UI Step

 Select "Call Routing"

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UI Step

Select the "Power Routing" tab

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UI Step

 Click the "Create New Power Rule" Button

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UI Step

Configuring Rule Name and Assign Availability State

  • Enter a name for your rule
  • Select the "+ my availability" button

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UI Step

 Configuring Rule Availability State

  • Select the availability state "Out of Office"
  • Select the "Forward Call To" button

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UI Step

 Configure Rule - enter the Name or Number that you want calls to be forwarded to

  • Under "Then forward Call to" check the box "Select Number"
    • Enter the name of the person you want to forward calls to
    • Or, enter the number you want to forward calls to
  • Once finished, select the "Create Rule" button

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UI Step

 Verify Rule is Enabled

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UI Step

 Final Step

  • Remember that your Power Routing rule will only work when your phone's availability state is set to "Out of Office"
  • For instructions on how to modify your availability state click here - Link


Note

Reminder -  Don't forget to update your availability state after you return to the office!!

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