NEC NDA-30103-004 manual Displaying the Directory, Sorting the Directory

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Displaying the Directory

Working With the Directory

OpenWorX Business Attendant System User Guide

 

 

Displaying the Directory

The Directory window contains the internal and external directories. You can open the directory when the station is in “Idle” status or while the attendant is connected to a source caller.

From the Line Status window (Figure 3-1 on page 26), use one of the following methods to display the Directory window (Figure 5-1).

Start typing the name in the Number Entered field on the Line Status window to find the matching entries in the Directory.

Note: If no records are found, check the Search for field listed on the Directory Window to verify that the BAS is searching for either the FullName, LastName, or FirstName field. If it is not, select a different Default sort field in the Options>Preferences>Employee DB tab from the Line Status Window.

Select Window > Directory from the Line Status window.

Press CTRL+R.

Sorting the Directory

You can sort the information in the internal and external directories in various ways. When you change the sort criteria of the directory, the application changes the directory search criteria to the same value. For example, if you sort the directory by LastName, the Business Attendant Client searches the directory by LastName when you enter information in the Search for field on the Directory window or in the Number Entered field on the Line Status window.

In the internal directories, you can sort and search by the following fields listed in Table 5-1.

Table 5-1 Valid Sort and Search Fields in the

Directory Window

Field Names

Extension

Company

FullName

Division

FirstName

Department

LastName

Building

Title

Pager

City

Fax

State

Loc Status

Zip

Return Date

Mail Stop

 

For external directories, you can sort and search by most of the displayed fields. (See “Directory Window” on page 19 for more information.)

You can also apply a secondary sort. For instance, you can find all people with the last name of “Smith” in Accounting by sorting by the FullName or LastName with a secondary sort on the Department.

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NDA-30103 Revision 4

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Contents OpenWorX BUSINESS ATTENDANT SYSTEM USER GUIDENEC America, Inc NDA-30103-004 Revision November, Stock #LIABILITY DISCLAIMER TABLE OF CONTENTS PagePage Chapter 5 - Working With the Directory Page LIST OF FIGURES TitlePage Greeting group box LIST OF TABLES This Page Left Blank TABLESWhat is the Business Attendant System? What is the Business Attendant System?Chapter How This Guide is Organized Using This GuideAppendix A - Error Messages How This Guide is OrganizedChapter 4 - Configuring the User Options Chapter 1 - IntroductionUsing This Guide Document ConventionsProcedures Keyboard ConventionsSummary of Shortcut and Function Keys Business Attendant System Terminology Hold Time Source Screened TransferServer Port Transfer to Voice MailAbout the Business Attendant Client Windows Chapter 2 Getting StartedOverview About the Business Attendant Client WindowsLine Status Window MenusLine Menu Dial Call MenuAnswer HoldCancel Help Menu Options MenuWindow Menu Change PasswordFigure 2-2Command Buttons Command ButtonsLoops Figure 2-3Loop ButtonsLoop Queues Tab Queuesmore information Source and Destination Areas vacant levelFigure 2-6Number Entered Field Number Entered FieldStatus Line Figure 2-7Status LineDirectory Window MenusInternal/External Tabs Search Fields Line Status IndicatorCall Forward Indicator Line Status Group BoxOptions Menu Speed Dials WindowAbout Monitoring Speed Dials Speed Dial ButtonsRunning the Business Attendant Client Application Exiting theApplication Connecting to the Business Attendant Server If the Server Goes Down While You Are Logging InIf the Server Goes Down While You Are Working Switching Between Source and Destination Callers Chapter 3 Processing CallsCanceling Transactions Releasing Calls Setting Do-not-disturbProcessing Calls Using the Directory About Call ProcessingMaking Calls To Make a Call Using the Speed DialsProcessing Calls Using the Speed Dials To Make a Call from the Line Status WindowTo Make a Call Using the Directory Answering Calls Placing a Call On Canceling TransactionsHolding Calls HoldTransfer Transferring CallsMaking a Blind a blind transferTo Make a Blind Transfer Using the Speed Dials To Make a Blind Transfer Using the DirectoryMaking a Screened a screened transferMaking Conference Calls To Transfer a Call to Voice MailTo Place a Conference Call To Camp On a Releasing CallsCamping On To a Busy Line Busy LineSwitching Between Source and Destination Callers To Switch Between Source and Destination CallersOverriding Calls About Orbit Numbers Parking CallsParking a Call Parked Call” on page 40 for more informationTo Park a Call To Join a Parked Call Joining a Callerwith a Parked Call paged partyRetrieving a Parked CallTo Retrieve a Parked Call Timeout Forwarding CallsTo Cancel Call ForwardingSetting Do-not-disturb To Set Do-not-disturbCanceling Do-not-disturb 4.Select Don’t allow incoming calls4.Select Allow incoming calls Working With Messages Creating a MessageFigure 3-10New Message dialog box Press CTRL+R The Directory window displays 5.Do one of the following OpenWorX Business Attendant System User Guide Configuring the Window Display Options Chapter 4 Configuring the User OptionsConfiguring the Speed Dial Keys Setting the Health Check Server IntervalEmployee DB GeneralLine Window External Number DBConfiguring the Speed Dial Keys Adding or Modifying a Speed Dial NumberTo Add or Modify a Speed Dial Using the Directory Press CTRL+P Deleting a Speed Dial Button Configuring the Window Display Options Setting the Window Display OptionsSetting the Health Check Server Interval Configuring Incoming Call Notification Selecting the Displayed Command Buttons Figure 4-7Command Buttons group boxFigure 4-8Employee DB tab Figure 4-9External Number DB tab Figure 4-10DID DB tab6. Click OK to save your changes 2.Do one of the following Changing Passwords Saving the Screen LayoutOpenWorX Business Attendant System User Guide About the Directory Window Chapter 5 Working With the DirectoryAbout the Directory Window Displaying the Directory Sorting the DirectoryDisplaying the Directory Sorting the DirectoryChanging the Default Sort Order Figure 5-2Default Sort fieldAdding a Directory Entry Adding an Internal Directory EntryAdding an External Directory Entry Name Account Department Company Address Modifying a Directory Entry Modifying an Internal Directory EntryModifying an External Directory Entry Deleting a Directory Entry Deleting an Internal Directory EntryDeleting an External Directory Entry Wave File Naming Chapter 6 Using the Wave File Recording FeaturesAbout Wave File Recording ConventionsConfiguring Wave Files Settings Configuring Greetingsgreetings Stereo Mic/Speakers Phone Voice Channel Configuring Automatic Greetings Configuring Time-DependentGreetingsConfiguring Group Greetings Configuring Automatic Call Recording Enabling Call Recording2.Select the Record phone conversation check box Stereo Mic/Speakers Phone Voice Channel Configuring the Number of Calls Recorded Configuring the Notification Warning2.Do one of the following Working with Greetings Recording a GreetingClick the Play button to play the wave file All day Morning Afternoon Working with Recorded Calls CTRL+F9Playing a Recorded Call26. The Play Back dialog box displays Figure Deleting Wave Files Troubleshooting Wave Files Appendix A Error Messages BASQueueDB.mdb fileBASQueueDB.mdb file, and Operation failed, Line is busy The local workstation is not a valid A Client was logged in when Page Error MessagesOpenWorX Business Attendant System User Guide NDA-30103Revision