1. Search the customer to view their account by clicking on the Customers Icon
2. Search for the user in the search bar
3. Click on the customers username to view their account
4. Select the customer’s phone tab
5. Click edit next to the Forward To number
6. After “Forward to” choose the country of the phone number where it is being forwarded to, then
type the number. Click Add Extension if you wish to have another persons name on the phone. On
this screen you can also change the company name
7. Fill in the preferred number, name, and phone number for the extension. Update information as
needed into the select fields
