We’ll cover the two things you care about most: what the calling options are (and how they differ), and how calling gets enabled — the layers involved, who flips each switch, and what each staff member needs to actually make a call.
The three calling options
Every gift officer in GC GO has a Calling Mode. There are three, and they’re set per person:
Pass-through — “Pass-through (call bridges through their phone)”
The call rings the gift officer’s own phone first. When they pick up and press 1 to accept, GC GO bridges them to the prospect. The prospect sees your school’s number as the caller ID — not the officer’s personal number.
- Best for: teams who want to call from a regular phone (cell or desk) with no computer audio setup, keeping personal numbers
- The officer needs: their own phone number saved in GC GO as their pass-through number.
VoIP — “VoIP”
The call goes entirely through the computer using a browser-based dialer (the Call Window). No separate phone required — the officer talks through their headset or computer mic and speakers.
- Best for: call center–style setups, student callers, or anyone working from a computer who’d rather not tie up a phone line.
- The officer needs: a provisioned calling number (assigned when VoIP is set up) and microphone permission granted in their browser.
- The constituent sees: the officer’s provisioned GC GO calling number.
No Calling — “No Calling”
Calling is turned off for this person. This is the default for every new staff member — no one can place calls until you give them a calling mode.
The short version: Pass-through routes through a real phone; VoIP routes through the browser; No Calling switches it off. A school can offer one or both of the active modes, and you pick the right one per staff member.
How calling gets enabled: the big picture
First, your GC Admin must enable the calling functionality options you'd like available to your users.
Once enabled, determining the calling method available for each user is set in Staff Management.
- Go to Staff Management and click Add Staff Member, or click the pencil icon to edit someone.
- Find the Calling Mode field. (It appears only when your school has pass-through or VoIP enabled — see Layer 1.) Its helper text: “How this staff member places outbound calls in GC GO.”
- Choose the mode:
- Pass-through (call bridges through their phone) — shows only if pass-through is enabled for your school.
- VoIP — shows only if VoIP is enabled for your school.
- No Calling — always available; the default.
- Save.
Mix and match. Some officers can be VoIP and others pass-through, as long as both features are enabled for your school.
For Students: Set your Calling Hours (Optional)
To keep outreach within reasonable hours, GC GO can enforce a calling window. You control it on the Calling Settings page.
- Open Calling Settings in GC GO.
- Under Calling Hours, set a start and end time. The help text spells out the scope: “The window during which gift officers can place calls, in [your school’s time zone].”
- Click Save Settings.
Notes:
- Default window: 8:00 AM to 9:00 PM in your school’s time zone if you don’t change it.
- Outside the window, calls are blocked — unless a gift officer has the calling-hours override permission.
What each mode needs before the first call
Even with the feature on and a mode assigned, each option has one last setup step for the gift officer:
| Mode | What the officer needs |
|---|---|
| Pass-through | Their personal phone number saved as their pass-through number. When they call, GC GO rings that phone; they press 1 to connect. |
| VoIP | A provisioned calling number (assigned during VoIP setup) and microphone permission allowed in their browser. |
| No Calling | Nothing — calling is off. |
If a pass-through officer hasn’t saved their number, or a VoIP officer hasn’t allowed their mic, calls won’t go through even though everything else is set.
Where your gift officers actually call
Once they’re set up, officers place calls in two main spots:
- From a constituent’s profile — a phone/call option appears in the constituent header (when the person has a phone number on file and the officer has a calling mode).
- From a phone call task — starting a phone interaction opens the calling interface: a browser Call Window dialer for VoIP, or the ring-your-phone-then-bridge flow for pass-through.
Either way, the call gets tied to a contact report so the interaction is logged.
Comments
0 comments
Article is closed for comments.