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PBX Phone System Survey
Customer Information

Company Name:
  
Primary Contact/Title:
  
Address:
  
Phone/Fax Number:
  
E-mail:
  
Company website:
  
Business Type:
  
Number of Employees and Locations:
  
Will you be interconnecting locations?
  
Any Remote users?
  
Current connection method? (VPN/VM):
  

Current Phone System

Supplier of CPE (System and Phones), note whether this is a key system or PBX (Private Branch Exchange):
  
Handset Model(s):
  
Supplier of local service:
 
Supplier of Long Distance:
  
Number of Incoming Lines:
  
Number of Fax lines:
  
Alarm Lines:
  
Number of users/extensions:
  
Number of Digital/Analog phones:
  
Is there an attendant (Person) currently?
  
No. of users/lines attendant manages:
  
Number of Resource Phones
(Conference rooms, labs etc):
  
Number of Wireless/Cellular Phones:
  

Current Phone System

Phone System Features
 
Current
Desired
Auto Attendant:  
Multiple Auto Attendants:  
Voicemail for users/# of ports:
  
Group Extensions/mailboxes:
  
Call Transfer (Blind/Announced):
  
Conference Calling:
  
Caller ID:
  
DID:
 
Overhead Paging:
 
Handset-Handset(s) paging:
 
Call Park/Retrieve:
 
Restricted outbound calling:
 
Call detail records:
 
Music on-Hold/Custom on-hold messages:
 


What doesn't work well with your current phone system?

 
     
Are there any phone system features that you desire that have not been mentioned?