Boss Secretary Filter

The boss secretary filter allow to set a secretary or a boss role to a user. Filters can then be created to filter calls directed to a boss using different strategies.

Quick Summary

In order to be able to use the boss secretary filter you have to :
  • Select a boss role for one the users

  • Select a secretary role for one ot the users

  • Create a filter to set a strategy for this boss secretary filter

  • Add a function key for the user boss and the user secretary

Defining a Role

The secretary or boss role can be set in the user’s configuration page under the service tab. To use this feature, at least one boss and one secretary must be defined.


Creating a Filter

The filter is used to associate a boss to one or many secretaries and to set a ring strategy. The call filter is added in the Services ‣ IPBX ‣ Call management ‣ Call filters page.

Different ringing strategies can be applied :
  • Boss rings first then all secretaries one by one

  • Boss rings first then secretaries are all ringing simultaneously

  • Secretaries ring one by one

  • Secretaries are all ringing simultaneously

  • Boss and secretaries are ringing simultaneously

  • Change the caller id if the secretary wants to know which boss was initialy called

When one of serial strategies is used, the first secretary called is the last in the list. The order can be modified by drag and drop in the list.


The call filter function can be activated and deactivated by the boss or the secretary using the *37 extension. The extension is defined in IPBX services > Extensions.

The call filter has to be activated for each secretary if more than one is defined for a given boss.

The extension to use is *37<callfilter member id>.

In this example, you would set 2 Func Keys *373 and *374 on the Boss.

On the secretary Jina LaPlante you would set *373.

On the secretary Ptit Nouveau you would set *374.


Function Keys

A more convenient way to active the boss secretary filter is to assign a function key on the boss’ phone or the secretary’s phone. In the user’s configuration under Func Keys. A function key can be added for each secretaries of a boss.

If supervision is activated, the key will light up when filter is activated for this secretary. If a secretary also has a function key on the same boss/secretary combination the function key’s BLF will be in sync between each phones.


With SCCP phones, you must configure a custom Func Keys.


In case it is needed to switch the roles between users (eg. change secretary user to a boss user and vice versa) it is not possible to make this change by editing the call filter. In order to switch the roles the old call filter should be removed and then a new call filter with the correct role assignment should be created.