Introduction
This guide illustrates how to use SNAPbuilder to change the feature and line buttons on your desk phones.
Soft Keys
SNAPbuilder is only used for feature buttons (not Soft Keys). Feature/line buttons are located on the left and right side of your desk phone display screen.
Accessing SNAPbuilder in the Portal
To access SNAPbuilder, log in to the Portal. SNAPbuilder works the same for all users and only works on desk phones. It is not for use for the Mobile App or Web Phone.
SNAPbuilder is in different places in the portal, depending on the permissions that you have in the portal.
Office Manager:
If you have Office Manager permissions in the portal, SNAPbuilder is in the INVENTORY center, under the “Phone Hardware” tab. Then, find the desk phone entry you are looking for.
Click the “gear” button on the right side of the phone entry to launch the SNAPbuilder by selecting “Yes” to configure the button configuration.
User:
If you have user permissions in the portal, SNAPbuilder is in the “Phones” center. Then, find the desk phone entry you are looking for. Click the “gear” icon on the right side of the phone entry to launch the SNAPbuilder by selecting “Yes” to configure button configuration.
Inside SNAPbuilder
After launching SNAPbuilder, you will see a screen like what is shown below, with a diagram of your desk phone on the left and a list of buttons on the right (red and gray numbered circles).
Red buttons are already assigned a function, while gray buttons are not. If the padlock icon is unlocked, then you can edit that button.
Phone Pages
In the example above, you may also notice that that model has 10 buttons, but, it has 10 buttons on page one. Most models of phones have two, three, or even four pages of buttons. In SNAPbuilder, to view the other pages, click the “Next Page” link (bottom right, above the Save button). Viewing the other pages, you will have a new set of unassigned buttons.
Editing Your Phone
You can add a new button or change an existing one on any page.
Adding a Button:
On the right, navigate to the desired page and choose a button entry marked “Unassigned”. Click on the entry, and it will expand and allow you to modify it, as shown below.
Editing a Button:
Navigate to the desired page and click on any unlocked button entry. It will expand and allow you to modify it, as shown below.
- Select a Feature: You can choose from a variety of features.,
- Target: Choose the target of the feature, such as phone number, extension, etc.
- Custom Label: Give that button an optional custom name that appears on the phone.
Available Features
SnapBuilder offers the following list of features. You can have many buttons with the same feature.
| Feature | Description | Target |
| Line Appearance | Assigns an extension number, which creates a phone “line” on which the user can take and receive calls. | Set to your extension. |
| Shared Line Appearance | Allows you to “see” a phone line for another user. When a call comes into that user, your phone will not ring but inwill visually indicate an incoming call. |
Set to someone else’s extension. |
| User (BLF) | Push this button to call the target. The button will also display a red light if the target’s phone is in use. Green if it is not in use. |
Set to someone else’s extension. |
| Call Park | Push this button to send a call that is in- progress to a parking spot. A Call Park call queue must already exist for this to work. | Set to an existing Park Call Queue. |
| Speed Dial | Push this button to place a call to the target. | Set to an internal/external number. |
| DTMF | Push this button to dial a set of numbers on an existing phone call. | Set this to any number. |
| Timeframe Toggle | Push this button to enable/disable the answering rule that is connected to a time frame. | Set this to any existing answering rule. |
| Queue login | Push this button to log yourself IN to all queues of which you are an agent. | N/A |
| Queue Logout | Push this button to log yourself OUT of all queues of which you are an agent. | N/A |
| Move Call | Push this button to move a call from one of your phones to this phone. | N/A |
Example #1
Set button #4 to the Speed Dial feature. The target will be John’s phone number. The custom label can say: “John.” Now you can press that button to call John’s phone number.
Example #2
Set button #5 to the Call Park feature. The target will be a call park extension number that your organization has already set up. The custom label can say: “Park 1.” Now you can park and unpark calls in and out of that parking spot.
Saving the Changes to Your Phone
Once you have selected your desired phone configuration, you must send that configuration to your phone. When this happens, your phone will reboot if it is idle. If it is not idle, it will wait until you end the call and then update the phone.
To send the configuration to your phone, click the arrow button next to the “Save” button and click the “Save and Resync” option as shown below.
Your phone will reboot when idle.
When you select the Save and Resync option, Do not be alarmed when the device reboots. This is normal behavior for the phone to get the updated settings.
Other Options
"Save" Option - If you simply select save, the phone will not reset and will grab its configuration the next time it reaches out to the endpoint server to see if there are any changes to the configuration.
"Save as new template" Option- This will allow you to save this button configuration as a template to be applied to other phones. This could save a lot of time when programming multiple phones.
Save as Template
If you would like to save the button configuration to a template, Click “Save as new template,” and a new dialog box will appear.
Enter a unique name for the template.
Editing and Applying Templates
Once a template has been saved, you can manage it in the portal by navigating to the Inventory Section and then selecting the Phone Hardware tab.
Under Configuration Templates, Select the template you created when building the template device.
NOTE: Using short names to describe the template can help. In the below example, we used (3CA) for “ 3 Call Appearances” and (1CP) for “1 Call Park”
Editing Templates
- Select Edit from the menu shown above
- Make the changes to the device template
- Select Save or Save as new with the up arrow
Directory
Templates can also control the directory the phones have on them. Simply click on the Directory Option in the top right and select the directory source for the template. By default All Contacts will be used.
Applying Templates
Applying templates to devices is very easy in the portal.
- Let's navigate to Inventory/Phone Hardware
- Select the phones that need the template by checking the box next to each device.
- Select the down arrow next to the SNAPbuilder button.
- Click “Apply a template to selected devices”
- Select the template to apply.
Save Now (Select the up arrow and click “Apply and Resync”
Save Later (Select Apply) The phones will apply them the next time they resync the configuration file