Employees and Customers options | Nortel Networks Attendant Console

84Chapter 6 Generating reports

Employees and Customers options

Use these options to define the customers or employees who will be the subject of the report.

		Generates a report that includes data for members of the selected category
		(employees or customers).

		Generates a report that includes data for the members in the list box. If you
		click the Select option, the button under the selection list box, either
		Customer or Employee, is available so you can make your selection.

	list box	Displays information if you select a subset of the customers and employees
		in your database. If you select All, the list box is blank. If the list is long
		enough, you can scroll to view its contents. You cannot edit the list box by
		typing in it. Use the buttons under the list box to change the contents of the
		list.

	Customer and Employee	Accesses directories. The Employee and Customer options are active if
	options	you choose the Select option. Click these options to display either the
	options	Employee or Customer Record Selection dialog box, from which you can

		make your selection.

Note: These options are available only if you select a valid database, a report period, and a report type that uses the category Employees or Customers.

Customer and Employee Selection dialog box

From the Customer and Employee Selection dialog boxes, you can choose the employees or customers to include in a report.

The program records the items you selected here the last time you created a report. When the dialog box opens, the items you selected the last time are highlighted.

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Image 84

Nortel Networks Attendant Console Employees and Customers options, Customer and Employee Selection dialog box, List box

Contents

Business Communications Manager Attendant Console User Guide Copyright 2002 Nortel Networks Trademarks Contents Chapter Handling calls Glossary Index Contents P0936572 Chapter Introduction to Attendant Console About Attendant Console Attendant Console components Server componentClient component Reports component Attendant Console features Computer compatibilityGraphical User Interface GUI Advanced software capabilities Choice of Attendant types ReportsAbility to handle growth Configuring Attendant Console To configure Attendant ConsoleChapter Getting started Starting Attendant Console Types of attendant setups Full-time main attendantTo set or change the attendant’s extension number Part-time main attendant Backup attendant To set up the backup attendant Getting started Overflow attendant To set the overflow extension Setting up an assistant attendant Assistant attendant To view an assistant attendant’s assigned extensions Setting up other attendant features Call notificationTo activate call notification To set the Attendant Console window to restore automatically Restoring the Attendant Console window Setting the Attendant Selected option To display extensions To disable the Transfer Options Disabling Transfer options Chapter Using the Attendant Console window Components of the Attendant Console window Status bar Attendant Console menusFile menu Exit Edit menu View menu Tools menu AttendantMonitor Log to File Transfer menu Caller menu Target menu Attendant menu Help menu Using keystroke commands Access keysMenu keystroke commands Using right-click capability Keystroke commands with the Alt keyTo use right-click capability Using the toolbar To display the toolbarToolbar buttons About Loop buttons Using Caller Information options NameCaller Type Company To access the Edit Caller Information dialog box Edit Caller Information dialog boxPhone City, State/Province, Caller ID Name Caller ID NumberRecord Number Contacts Using the call processing area Using the Attendant Console window Edit Employee Information dialog box Voice Mail Using the Directory options Directory tabs FullAssigned Directory list employee and extension information Directory list columns Sorting information in the Directory list To sort information Chapter Handling calls Basic call processing with Attendant ConsoleOther call processing functions Answering calls as an attendant To show or hide inactive Loop buttonsTo answer an incoming call What the Loop buttons display To release a call Using the Target list box Using the Contacts boxesTo transfer a caller to a frequently called number Using the Directory tabs To search by extension or name Using the Directory Find box Using the Department list box To search by department To transfer using the Contacts box To transfer using the Target list boxTo transfer using the Directory list Transferring a call To transfer a call to an outside number Parking, holding and screening calls Parking calls and paging employeesTo park a call and page an employee To retrieve a parked call To view parked calls Placing and retrieving calls on hold To put an incoming call on holdTo place a call on Hold at an active extension To retrieve a call on Hold Screening calls To screen and transfer a call Contacting employees using Voice Call Linking and Joining calls Creating a conference call To create a conference call to an outside number Handling a callback call Responding to a callback that an extension did not answerTo respond to a Callback call Responding to a Callback that an employee returns To process a Hold call To process an Assist callTo process an IntAct call Making a call from your extension To place a call to an extension or outside numberTo transfer a call to an extension To make a call to an inside extension Handling calls at an employee’s telephone To speak to a callerTo send a call to CallPilot To join a call with the current call Chapter Maintaining caller and employee information Maintaining caller informationCreating a new caller record To create a new caller record from an active call Refer to Parking calls and paging employees on To create a new caller record when there are no active calls To create a new caller record from a Caller ID Finding and editing caller information To find caller informationTo edit a caller’s record To delete a caller record Using the Directory list Maintaining employee informationTo sort a column of information in the Directory Finding an employee record To search by name Resetting the Full tab view To reset the Full tab viewTo search for a person in a department Editing employee information To add or change an extensionTo change the person status of an extension To create a new name for an extension Using the Make Caller button To assign the name of an employee to a caller record Adding notes to employee records To select from the list of notesTo type a note To save employee edit changes Maintaining caller and employee information P0936572 Chapter Generating reports About Attendant Console reportsReport types About the Reports window To open the Reports window Components of the Reports window Database box Information list box Information list box contains the report type information Period list box Employees and Customers options Customer and Employee Selection dialog boxList box Customer and Employee Creating and viewing reports Loading the databaseSelecting a report type To load the database Setting the report period To set the report periodTo select a report of one week To select a report of one month To clear a date Selecting employees and customers for the report To select employees or customers Creating the report Viewing the reportTo create a report To change the displayed page from the keyboard Printing a report To print a report Glossary Hunt Group Internal callMain attendant Networked model Index Numerics P0936572 Person status icon P0936572