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Step 3: Confirm the Display Name for Each Department Line (Column B)
Provide the Display Name that will appear on caller ID and within the Zoom interface.
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Clearly represents the department, phone location or line functionFollows University naming conventions
Avoids abbreviations that may confuse callers
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For lines that require physical phones in rooms, please provide the building name and room number.
Accurate room-level information is required for installation planning and asset tracking.
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Step 6: International Calling Needs (Column EF)
- Indicate if the line requires international direct dialing (outbound calls outside the U.S. and Canada).
- International calling may incur additional charges and should only be requested for roles with a demonstrated business need.
Step 7: Notes & Configuration Details (Column FG)
Provide additional details for each line to guide ITS configuration, including but not limited to:
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The Devices & Hardware tab is used to capture all physical phone devices and related hardware required by your department as part of the Zoom Phone migration. This includes desk phones, common area phones, conference room devices, courtesy phones, and any other telephony-related hardware. The information provided will be used to assess device needs, validate business justifications, determine costs, and plan procurement and installation activities.
For this migration, a softphone-first approach is our recommendation. Users are strongly encouraged to use the Zoom app on desktop or mobile devices as the primary method for accessing Zoom Phone services.
Please review to the Zoom Phone Devices & Hardware section above for additional information.
Requirements for Physical Hardware:
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