How to Configure Agency Phone Settings

How to set up replies from your agency's phone number

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Last updated 10 months ago

How to Configure Agency Phone Settings

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How to set up replies from your agency's phone number

eCourtDate allows you to choose whether you want to enable inbound messages.

This feature is handy if you want to control the messages you receive.

 

Court and probation officers may set auto-replies to calls and texts. Auto-forward texts and calls to the user.

 

How to configure inbound phone settings

Step 1) From the top gear icon, go to Settings.

Admin settings

 

Step 2) From the settings page, go to Agency Phone.

Agency phone Settings

 

A) To configure inbound call response:


Enter the message you want your clients to hear when they call. Additionally, you can use dynamic merge tags to fill in the information automatically. The speech will be generated from the text.

 
Inbound call response settings

 

B) To configure inbound text response:

 

Enter the message you want your clients to get when they text. Additionally, you can use dynamic merge tags to fill in the information automatically.

inbound text response


How to configure inbound Enroll response

You can specify what message you want your clients to receive when they text 'Enroll' or self-enroll via the portal.

inbound enroll response

How to auto-forward inbound calls and texts

I) Complete the auto-forward inbound call field with the number to which you wish your calls to be forwarded.
II) Using text auto-forwarding, you can forward texts to phone numbers and emails.

 
auto forward rules

How to auto-forward inbound text by user rule

 

Super Admins can create a rule to automatically forward only specific user roles inbound text messages to the user. To set up a rule:

Add the user role that wants to receive inbound texts. Below is an example where inbound messages will be forwarded automatically to users with the 'Officer' role.

forward text by user

Notes:

The "Outside of Business Hours" setting allows you to set up a different rule when your court is outside of business hours.

 

Outside of Business Hours

 

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