Working With the Directory | OpenWorX Business Attendant System User Guide |
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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
•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
Table
Directory Window
Field Names
Extension | Company |
FullName | Division |
FirstName | Department |
LastName | Building |
Title | Pager |
City | Fax |
State | Loc Status |
Zip | Return Date |
Mail Stop |
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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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