Inter-Tel Inside Track User Guide Issue 2
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Chapter 5— Using Inside Track 103 Inside Track User GuideTo delete an entry, place the highlight on that entry and select the Delete command button. To change the order in which the entries appear, select the Sort button. A window with a drop-down list box appears. Scroll through the drop down list box to the desired sorting key and select the OK command button; the list box will automatically re-sort to the desired order. Or, to leave the list unchanged, select the Cancel command button. To select a field, use the mouse or arrow keys. To edit the field, double-click the mouse button or press F2 and then enter or edit the information. When finished, select the OK command button to save your changes. Or, to exit without saving changes, select the Cancel command button. Note:In the raw file, a dialed number may be immediately followed by extension or password, and Inside Track cannot tell where the number ends. Therefore, when you pro- gram the account code association, you need to type the whole number (including exten- sion or password) up to a pound sign, if there is one. To see if there are numbers after a telephone number, users can select the Telephone Number Ranges in the Criteria list box and type the telephone number followed by a“+” sign. For example, 9619000+. The report will show all numbers that start with 9619000, so you can choose the one you want for the account code association. Delete... Sort...
Chapter 5— Using Inside Track 104 Inside Track User Guide Account Codes Data You can program descriptions and account codes for the enhanced database so that ac- count codes in the reports are easily identified. An account code can contain up to 32 characters. The description can contain up to 20 characters. To add or delete codes, or change the sorting order, use the following command buttons: This button allows you to add a new entry for a new account code. The new entry is blank. Highlight each field to be programmed and enter the new information. To delete an entry, place the highlight on that entry and select the Delete command button. To change the order in which the entries appear, select the Sort button. A window with a drop-down list box appears. Scroll through the drop down list box to the desired sorting key and select the OK command button; the list box will automatically re-sort to the desired order. Or, to leave the list unchanged, select the Cancel command button. To select a field, use the mouse or arrow keys. To edit the field, double-click the mouse button or press F2 and then enter or edit the information. When finished, select the OK command button to save your changes. Or, to exit without saving changes, select the Cancel command button. Add... Delete... Sort...
Chapter 5— Using Inside Track 105 Inside Track User Guide Extensions Data The Extension Data window allows you to program the extension number, description, tenant, and department associated with each station. The extension can contain up to five characters, and the description, tenant, and department fields can contain up to 20 charac- ters. To add, delete, or change the sorting order of the entries use the following buttons: This button allows you to add an entry for a new extension. The new entry is blank. Highlight the field to be programmed and enter the new information. To delete an entry, highlight it and select the Delete command button. To change the order in which the entries appear, select the Sort com- mand button. A window with a drop-down list box appears. Scroll through the drop down list box to the desired sorting key and select the OK command button; the list box will automatically re-sort to the de- sired order. Or, to leave the list unchanged, select the Cancel button. To select a field, use the mouse or arrow keys. To edit the field, double-click the mouse button or press F2 and then enter or edit the information. When finished, select the OK command button to save your changes. Or, to exit without saving changes, select the Cancel command button. Add... Delete... Sort...
Chapter 5— Using Inside Track 106 Inside Track User Guide Location Look-up Data The Location Look-up Data fields allow telephone numbers in the reports to be identified by location (company, city, country, etc.). Inside Track compares the telephone numbers with the Location Look-up list and adds the corresponding description to the telephone number pattern. (In the sample above, any number beginning with 1602 would be identi- fied as an Arizona telephone number.) When the Inside Track software first creates an enhanced database, the location look-up portion is filled with records from a default data- base. You can add additional patterns and descriptions or delete default patterns. A Look-up pattern can contain up to 32 characters and its description can contain up to 40 characters. Look-up patterns follow the same format as telephone number patterns, de- scribed on page 79, except that they cannot end with the optional bracket [x], and ranges can have up to 10 characters on either side of the hyphen (for example: 0000000000– 9999999999). To add or delete patterns, or change the sorting order, use the following command buttons: This button allows you to add an entry for a new pattern. The new entry is blank. Highlight the field to be programmed and enter the new in- formation. To delete an entry, highlight it and select the Delete command button. Add... Delete...
Chapter 5— Using Inside Track 107 Inside Track User GuideTo change the order in which the entries appear, select the Sort com- mand button. A window with a drop-down list box appears. Scroll through the drop down list box to the desired sorting key and select the OK command button. The list box will automatically re-sort to the de- sired order. Or, to leave the list unchanged, select the Cancel command button. To select a field, use the mouse or arrow keys. To edit the field, double-click the mouse button or press F2 and then enter or edit the information. When finished, select the OK command button to save your changes. Or, to exit without saving changes, select the Cancel command button. Sort...
Chapter 5— Using Inside Track 108 Inside Track User Guide Trunk Data The database can contain trunk numbers and descriptions so that trunks can be easily identified in the reports. The trunk numbers can contain up to eight characters, and the descriptions can contain up to 20 characters. To add or delete trunks, or change the sorting order, use the following command buttons: This button allows you to add an entry for a new trunk. The new entry is blank. Highlight the field to be programmed and enter the new informa- tion. To delete an entry, highlight it and select the Delete command button. To change the order in which the entries appear, select the Sort com- mand button. A window with a drop-down list box appears. Scroll through the drop down list box to the desired sorting key and select the OK command button. The list box will automatically re-sort to the de- sired order. Or, to leave the list unchanged, select the Cancel command button. When finished, select the OK command button to save your changes. Or, to exit without saving changes, select the Cancel command button. Add... Delete... Sort...
Chapter 5— Using Inside Track 109 Inside Track User Guide Programming Preferences The Buffer and RS-232 command buttons shown on page 59 allow you to adjust the set- tings for the buffer connection and the RS-232 connection. The settings affect the call record capturing functions described on page 95. To Program Buffer Settings This window appears when you select the Buffer command button shown on page 59. It is used for adjusting the settings used when the Inside Track PC is connected to a PollCat buffer box, an AXXESSORYTalk PC, or Axxent Talk buffer. The correct settings for a PollCat buffer box, anAXXESSORYTalk PC, or an Axxent Talk Buffer are as follows: · 1StopBit · 7 Data Bits · Even or Odd Parity Setting (Even Parity forAXXESSORYTalk) · X-ON/X-OFF or Modem Handshaking · Bit Rate To Match Buffer
Chapter 5— Using Inside Track 110 Inside Track User Guide Com Port The Com Port drop-down list box allows you to choose the communications port used by your PC for the buffer connection. Scroll the highlight bar to the correct COM port. The default is COM1. Bit Rate The Bit Rate drop-down list box allows you to choose the bit rate of the COM port con- nected to the buffer. Scroll the highlight bar to the correct bit rate. The default is 9600 bps. 1 The Stop Bits option buttons allow you to choose the stop bit setting (1 or 2). Select the correct stop bit setting to place a dot in the option button. 7 The Data Bits option buttons allow you to choose the data bit setting (7 or 8). Select the correct data bit settings to place a dot in the option button. Even The Parity Setting option buttons allow you to choose the parity setting for the COM port (even, odd, none, or mark). The default is even parity. Select the correct parity setting to place a dot in its option button. Xon/Xoff The Handshaking option buttons allow you to choose the type of handshaking (Xon/Xoff, hardware, or modem). The default is X-ON/X-OFF. Select the correct handshake setting to place a dot in its option button.
Chapter 5— Using Inside Track 111 Inside Track User Guide Location The Location text box allows you to program a description for a modem location. (This is disabled if you did not choose the modem for handshaking.) Enter the modem location name, up to 20 characters in the text box. Number The Number text box allows you to program a modem dialing number. (This is disabled if you did not choose the modem for handshaking.) Enter the telephone number of the mo- dem, up to 32 digits.
Chapter 5— Using Inside Track 112 Inside Track User Guide To Program RS-232 Settings This window appears when you select the RS-232 command button shown on page 59. It allows you to set the RS-232 parameters necessary for a source that uses RS-232XON/ XOFF characters (terminal emulation program, ILB unit, CRB unit, or non-PollCat buffer box). Com Port The Com Port drop-down list box allows you to choose the communications port used by your PC for the RS-232 connection. Scroll the highlight bar to the correct COM port. The default is COM1. Bit Rate The Bit Rate drop-down list box allows you to choose the bit rate of the COM port con- nected to the RS-232. Scroll the highlight bar to the correct bit rate. The default is 9600 bps.