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Inter-Tel Inside Track User Guide Issue 2

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Page 61

Chapter 5— Using Inside Track
53 Inside Track User Guide
Location Pull-Down Menu
A collection of one or more reports, and the associatedSMDR and enhanced databases is
called a“location.” Each location has its own programming window. The location menu
allows you to add, delete, edit, open, close, and save the location windows. It also allows
you to set up the system-wide printer options and exit from the Inside Track software.
Most of the functions in this pull-down menu are also available as command...

Page 62

Chapter 5— Using Inside Track
54 Inside Track User Guide·
Open:When the Inside Track software is first executed, no locations are open. The
Open option allows you to open a location. If you have already opened the maximum
number of locations that can be open at one time, you will see an error message. If
there are no locations, this option is disabled. When Open is selected, a window with a
pull-down list box appears, as shown below. Scroll through the list box to select the
location you wish to open,...

Page 63

Chapter 5— Using Inside Track
55 Inside Track User Guide
System Pull-Down Menu
The System Menu allows access to the system-wide features. The menu includes the fol-
lowing options:
·
Close:The Close option allows you to close the programming session. Note that if
you open a programming session and enter the location password to override the user
password, you must close the programming session (not only the location) before leav-
ing. Otherwise, other users will still have access to this location.
·...

Page 64

Chapter 5— Using Inside Track
56 Inside Track User Guide—Initialization:The Initialization text box allows you to program an initialization
string of up to 64 characters. If necessary, use a tilde (~) in the string as a pause.
The string defaults to ATQ0H0X1E0S0=0.
—Hang Up Command:The Hang Up Command text box allows you to program a
hang up command of up to 64 characters. If necessary, use a tilde (~) in the string
as a pause. The string defaults to ~+++~ATH0.
—Use RTS/CTS Handshaking:The Use RTS/CTS...

Page 65

Chapter 5— Using Inside Track
57 Inside Track User GuideTo change a password, enter the old password in the Enter Old Password text box. If
the password is correct, the window header then changes to“Enter New Password.” If
you are creating a new password, simply press the OK command button without press-
ing any additional keys. Then, enter the new password in the Enter New Password text
box.
OK:After typing the password, select the OK command button. The window heading
will change to “Verify New...

Page 66

Chapter 5— Using Inside Track
58 Inside Track User Guide
Windows Pull-Down Menu
The Windows Menu contains options for rearranging and activating the location win-
dows. The options include the following:
·
Tile Windows:This option is also used for multiple windows. Selecting it reduces
the size of the windows and arranges them in a tiled pattern so that all are visible at
once. The active title bar indicates the active window.
·
CascadeWindows:This option is used when you have several windows open. Se-...

Page 67

Chapter 5— Using Inside Track
59 Inside Track User Guide
Location Programming Window
A collection of one or more reports, and the associatedSMDR and enhanced databases is
called a“location.” You can define up to 1000 locations and you can have up to 20 Loca-
tion windows open at once. Each location has its own window for programming the loca-
tion and the SMDR and enhanced databases.
The window shown above is the main window for the location. All location-specific in-
formation is programmed using this...

Page 68

Chapter 5— Using Inside Track
60 Inside Track User GuideThe System Type drop-down list box allows you to choose the type of telephone system
that will be supplying the call records for this location. The available system types are as
follows:
Inter-Tel Telephone Systems
·
AXXESS/AXXENT (this is the default selection)
·
IMX 1224/2460
·
IMX 2448
·
IMX 256/416/832
·
GMX-48
·
GMX-152D
·
GMX 256/416/832
·
GX-120
Premier Telephone Systems
·
ESP
·
ESPDX/ESPMDX
Other Source
·
Inter-Tel NetSolutions
Note:On...

Page 69

Chapter 5— Using Inside Track
61 Inside Track User Guide
SMDA Reports:The SMDA (Station Message Detail Accounting) list box contains a list
of the available reports for the location. There can be up to 300 reports programmed in the
system. (The default reports are explained on page 64.) To program or create a report,
select one of the following command buttons:
You can select and print multiple reports by highlighting them using the shift key and/or
the control key. The user still needs to program each...

Page 70

Chapter5 — Usin g Ins id e Tra ck
Copy ...
Pri nt...
P revie w ...
SMDR ...
Enhanced ... 
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