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User Guide
  • Introduction
  • Version Control
  • Pre-Requisites
  • Getting Started
    • Login Screen
    • Two- Factor Authentication (2FA) Setup
    • 2FA Code Validation
    • Home Screen
    • Menu Navigation
  • Account Management
    • Managing Users
      • User Search
    • Switching the Account View
    • View Account Hierarchy
    • View Service Numbers
    • Managing Payphone Barring
    • Custom Email Settings
    • Site Branding
    • Two-Factor Authentication
      • Revoking 2FA
  • Call Barring
    • Add Call Barring
    • Remove Call Barring
  • Managing Service Numbers
    • Searching for Numbers
    • Selecting Numbers
  • Real-Time Dashboards
    • Getting Started
      • Updating The Current Dashboard
      • Creating a New Dashboard
      • Configuring Tiles
      • Add a New Tile
        • Available Tile Types
      • Managing Tiles
    • Individual Tile Configurations
      • Live Total Tile
      • Live Chart Tile
      • Live Call Outcome Tile
      • Live Top Accounts Tile
      • Live DCA Agent Status Tile
      • Live DCA Call Status Tile
      • Live Queue Tile
      • Favorite Numbers Tile
      • Message Board Tile
      • Live Active Call Status Tile
    • Reset Periods For Data
  • Service Manager
    • Quick Start Guide
    • Creating a Service Plan
    • Opening a Service Plan
    • Saving a Service Plan
    • Validating a Service Plan
  • Service Builder
    • Quick Start Guide
    • Toolbar Functions
    • Call Delivery
      • Call Delivery Options
        • Busy/Ring No Reply
        • Time of Day
        • Missed Call Alert
        • Record Call
        • Override CLI
        • Mid Call Divert
        • Call Whisper
      • Simple
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      • Simultaneous
    • Fax
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    • IVR Menu
  • Service Designer
    • Quick Start Guide
    • Toolbar Functions
    • Sub Plans
    • Node Options
    • Dynamic Call Agent (DCA)
      • Creating DCA Services
      • Agent Status Codes
      • DCA Agent Console
    • Node Types
      • CLI Routing
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      • Custom CDR
      • Date
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      • Day
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      • Delete Record
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      • Send Email
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      • Sticky Notes
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      • Voicemail
      • Voice Capture
    • Print/Export
  • Managing Resources
    • Audio
    • Custom Service Variables
      • Using Send Post and Variables to Affect Call Flow
    • DCA Agents
    • DCA Skill Sets
    • DCA Skill Set Agent Manager
    • Services
      • Assigned Numbers
      • Bulk Number Assignment
      • Version History
      • Change Log
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      • Bulk Configuration
    • Numbers
      • Managing Call Plans
      • Number Groups
      • Number Assignment History
      • Number Audit Log
    • Service Templates
    • Data Tables
      • Managing Records
      • Import/Export Records
      • Data Table Audit Logs
    • Phone Book
    • Origin List
  • Pulse Reporting
    • Navigating Pulse Reporting
    • How to set your search criteria
    • Scheduled Reports
    • Available Reports
      • Account Service Number
      • Accounts
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      • Call Records
        • Call Data
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        • Activity Logs
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      • DCA Number Performance
      • DCA Number Performance Interval
      • DCA Skill Set
      • DCA Skill Set Interval
      • Detailed Call Statistics
      • DTMF Data
      • Feature Usage
      • IVR Script Logs
      • Longest Call
      • Multiplan Audit
      • Service Number Audit
  • Settings
  • Logging Out
  • Platform Features
    • Feature Summary
    • Inbound Fax
    • Mid Call Divert/Mid Call Conference (and Speed-Dial)
    • Call Whisper
    • Conferencing
    • Percentage Distribution Algorithm
    • Call Queuing
    • Call Recording
    • Outbound Call
    • Post Call
    • Mid Call Breakout
    • Default Audio
    • IVR Voicemail Retrieval Telephone Service
    • IVR Service Switcher ("Disaster Recovery") Service
    • Dynamic Call Agent (DCA)
  • Data Retention Policy
  • Videos
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  • Opening the active service plan for a selected service number
  • Opening an existing service plan

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  1. Service Manager

Opening a Service Plan

PreviousCreating a Service PlanNextSaving a Service Plan

Last updated 11 months ago

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Opening the active service plan for a selected service number

The Service Number Manager will show all numbers that have been assigned to your account (see ) and you can open the active service plan for one of your numbers by selecting Open Active Service from the menu button.

Opening an existing service plan

You can open a service plan by selecting Open Service from the menu button. The latest version of the service plan will be opened in the Service Manager.

The Service Plan Manager will show all the available service plans that have been created against your account (see ).

for further information.

Managing Services
See Service Plan Version History
Managing Numbers