Depending on the version of Unity being used, subscribers will have several transfer rules availabel to them to configure.
Standard. This transfer rule is active when the call handler’s schedule is “on”. The standard transfer rule cannot be disabled and is the “backstop” transfer rule. You can make it not transfer, but you cannot disable the rule.
Closed. This transfer rule is active when the call handler’s schedule is “off”. The rule can be disabled in which case control passes to the standard transfer rule instead.
Alternate. If this transfer rule is enabled it overrides the other two rules and is active all the time regardless of what the call handler’s schedule indicates.
Unity version 7.0(1) contains the "Follow-Me transfer rules
Follow-Me Here, Follow-Me Home, Follow-Me Mobile. Only one of the three "Follow-Me" rules may be active at a time. When active, a Follow-Me rule overrides all other transfer rules, including the Alternate rule, and is active all the time regardless of what the call handler’s schedule indicates.
Enable Transfer. Select “true” to enable transfers for all selected subscribers and “false” to disable it. If you disable transfer here, Unity will not try to ring the subscriber’s phone when a user dials their extension from the opening greeting for instance. If you enable transfer and the subscriber doesn’t have a custom transfer string set on the “Call Transfer” page in the SA, their extensions number will be used (i.e. the value on the Profile page will be dialed directly).
Transfer type. You can select “release” or “supervised” in the drop down list here. Use this setting with caution and only if you understand call transfer and its implications on the phone and voice messaging systems. Release: Unity puts the caller on hold, dials the extension, and releases the call to the phone system. Unity does not monitor the call. When the line is busy or is not answered, the phone system forwards the call to the subscriber's greeting. This transfer type allows Unity to handle calls more quickly. Use only when call forwarding is enabled on the phone system. Supervised: Unity acts as a receptionist, monitoring the transfer. If the line is busy or the call is not answered within the number of rings you set in "Rings to wait for," Unity does not complete the transfer and plays the subscriber's greeting. You can use supervised transfer whether or not the phone system forwards calls. These options are unavailable if transfer has been disabled. BulkEdit will allow you to set them but they will mean nothing for the subscribers if transfer has been disabled.
Rings to wait. You can enter any number between 2 and 19 here. This dictates the number of rings Unity will wait before pulling a call back and assuming no one is going to answer it. This option is only used if the subscriber is set to “Supervised transfer”. Release transfers will simply ignore this value. Again, BulkEdit will still let you set the value even if it’s not going to be used.
Play 'Wait while I transfer...' prompt. (For Untiy 4.1(1) and later only). By default Unity will play "Wait while I transfer your call" before doing the actual transfer operation. This option lets to disable that prompt for the selected subscriber if you wish.
Edit Transfer Number. There are three options for adjusting the transfer string for subscribers:
Set transfer number to be subscriber’s extension. Check this box to force the BulkEdit utility to replace any transfer string that might be in the selected subscriber’s transfer field with their extension number. This can be useful if you’ve changed numbering plans and want to be sure all users are dialing the correct extensions. USE WITH CAUTION! If you have custom dial strings configured for users they will be wiped out with this option.
Append digits to the left. You can append any dialable character to the left of the existing transfer string. Dialable characters include and of “0123456789*#,”. If you opted to set the transfer string to the subscriber’s extension above, this will be the value that’s modified. If not the existing transfer string will be added to. One common use of this feature would be to stick a “9,” on front of an existing extension to create the transfer string.
Append digits to the right. You can append any dialable character to the right of the existing transfer string. Dialable characters include and of “0123456789*#,”. If you opted to set the transfer string to the subscriber’s extension above, this will be the value that’s modified. If not the existing transfer string will be added to
If call is busy. You can select “Always hold”, “No holding” or “ask caller” in this drop down list. This dictates what action Unity performs for external calls when the subscriber's phone is busy. You may want to use holding options sparingly as having calls on hold can tie up ports. Always hold: Unity plays a prompt indicating that the extension is busy. The caller is put on hold and will periodically be asked if they’d like to continue holding or leave a message until the line frees up. No holding: Unity plays the subscriber’s greeting (if recorded) and prompts the caller to leave a message. Ask caller: Unity gives the caller the options of holding for the subscriber, leaving a message, or dialing another extension. NOTE: These options only come into play when the subscriber is configured for “Supervised Transfers”. Again, though, BulkEdit will let you set the values even if they are not going to be used.
Announce. Select “true” in this drop down list to have Unity say "transferring call," to subscribers before releasing a call to their extension. This indicates an incoming call is external and not an internal caller (i.e. they should answer the call in their “professional” voice). This option only comes into play when the subscriber is configured for “Supervised Transfers”. Again, though, BulkEdit will let you set the values even if they are not going to be used
Introduce. Select “true” in this drop down list to have subscribers hear Unity say "call for <subscriber's recorded name>" or "call for <dialed extension number>" when they answer an incoming external call from the automated attendant. Use this setting when subscribers share a phone or a subscriber takes calls for more than one dialed extension. This option only comes into play when the subscriber is configured for “Supervised Transfers”. Again, though, BulkEdit will let you set the values even if they are not going to be used
Confirm. Select “true” in this drop down list to have Unity prompt the subscriber to accept or refuse an external call. The caller waits a few extra seconds during the confirmation. If the call is accepted, it is transferred to the subscriber's phone. If the call is refused, Unity plays the appropriate subscriber greeting. This is normally used in conjunction with the “Ask Callers Name” option. This option only comes into play when the subscriber is configured for “Supervised Transfers”. Again, though, BulkEdit will let you set the values even if they are not going to be used
Ask callers name. Select “true” in this drop down list to have Unity prompt external callers to say their names. Before a call is transferred, the subscriber hears, "Call from...". This is normally used in conjunction with the “Confirm” option. This option only comes into play when the subscriber is configured for “Supervised Transfers”. Again, though, BulkEdit will let you set the values even if they are not going to be used.
