How to Screen Incoming Calls

The Aptela system offers three options to screen incoming calls. These options can be turned on or off at any time logging in to the Web portal. See the "definitions" section below to learn more about the call screening settings. All standard users and departments have call screening included with the extension. Log in to the Aptela account either as the User or as the Account Operator Users: Select Settings Click on My Account Account Operators:  Select People from the Navigation Bar Click the name for the user(s) you wish to make changes to Scroll down to Privacy/Call Screening section Check the boxes for the settings you wish to enable.  Uncheck to disable. Click Save at the bottom of the page Below is an example screen shot for the "Standard" user type. Definitions for the Call Screening Settings In Public Directory: Adds the user to Dial by Name directory within the Call Tree. Announce Caller: Alerts you of who is calling.  The Aptela system will ask the caller to speak their name prior to ringing your extension. When you pick up the phone, the system will play the recorded name. For example: Jane Smith is calling you and, when prompted by the system (e.g. Who may I say is calling?) she says ‘Jane Smith’.  When you answer the call, you will hear ‘You have a call from Jane Smith’. Announce Callee: Alerts you of the extension dialed. This option will play extension's name prompt when the call is answered by the agent. This is very useful for department settings so inbound calls are identified as personal or department calls.  Note: to take advantage of this feature be sure to record your name prompt.  For example: if the caller, when prompted by the Call Tree, selected Customer Service, when you pick up the phone, you will hear ‘You have a call for Customer Service’. Call Screening:  Provides menu options to accept the call or transfer it to voicemail or another extension, and works in conjunction with Announce Caller and/or Announce Callee. When used with Announce Callee, the system will play the recorded name first and then present you with call screening options.  If this feature is disabled, the system will announce the caller and/or callee and immediately connect the call. Number of times menu plays:  If Call Screening is enabled, this is the number of times the menu will play if the caller does not make a selection. If no selection is made after the menu plays the final time, the call will route to the No Answer Destination  (Voicemail or Call Tree).

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