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To assign the name of an employee to a caller record:
1In the Directory list, select the employee's extension or type the employee’s extension number in the Target list box.
2Click the Make Caller button.
The name of the employee is assigned to the caller record and is not saved as a customer record.
Adding notes to employee records
You can add a note to an employee record by selecting a note from a list or typing a personal note. The note appears in the Notes column under Directory in the Attendant window.
To select from the list of notes:
1Click an extension number in the Full, Assigned or Selected Directory views.
2From the Note list box, click the applicable note. The note appears in the Directory list’s Notes column.
To type a note:
1Click an extension number in the Full, Assigned or Selected Directory views.
2In the Note list box type a note.
3Press the Enter key.
The note appears in the Directory list’s Notes column.
Note: To delete a Note, delete the information in the Note list box and then press the Enter key.
To save employee edit changes:
