Inter-Tel Inside Track User Guide Issue 2
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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 buttons in the programming windows, described in detail later, and in the tool bar (see previous page). You can define up to 1000 locations and you can have up to 20 Location windows open at once. Each location has its own window. The Location Menu, shown in the window on the preceding page, includes the following options: · New:The New option allows you to create a new location. A text box, like the one in the following window, prompts you for a name. Enter the name, up to 20 characters, in the text box and select the OK command button. Or, to exit without a name, select the Cancel command button. · Edit:The Edit option allows you to edit the currently active location’s name. (This option is disabled if no locations are open.) A text box window, similar to the one shown above, shows the current name. Edit that name or enter a new name, up to 20 characters, in the text box. Then select the OK command button. Or, to exit without changing the name, select the Cancel command button. · Delete:The Delete option allows you to delete the currently active location. (This option is disabled if no locations are open.) Deleting the current location deletes all enhanced and SMDR databases associated with the location. Select the Delete option to remove the currently active location. As a safeguard, a warning window appears which asks you to verify that you wish to continue before the deletion occurs.
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, then select the OK command button (or select Cancel to exit without opening a location). · Close:The Close option allows you to close the currently active location. (If there are no locations open, this option is disabled.) If you have modified the location but have not yet saved it, you will see a window that asks if you would like to save the changes. Select Yes to save the changes, No to close the location without saving changes, or Cancel to cancel the closure. · Save:The Save option allows you to save the changes you have made to the currently active location to the location database. (If you have not modified the current location, this option is disabled.) Note that this does not save information to any of theSMDR or enhanced databases. The maintenance on these databases is separate. · Save All:The Save All option allows you to save the modified information for every open location. (If you have not modified any of the locations, this option is disabled.) A separate prompt window appears for each open location (that you have modified) which asks you if you want to save the information for that location. Select Yes to save the information, No if you do not want the information for that location saved, or Cancel to cancel the Save All command. Note that this does not save information to any of the SMDR or enhanced databases. The maintenance on these databases is sepa- rate. · Print Setup:The Print Setup option allows you to set up the printer. Printer options programmed here remain in effect during the program session. See the Printer Setup information on page 87 for details. · Exit:The Exit option allows you to exit the Inside Track software.
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. · Options:The Options selection allows you to program the report header that will be used in all reports (the default is“Inside Track Report”). A text box window appears that allows you to enter a header name of up to 20 characters. · Modem Configuration:The Modem Configuration option allows you to program the system-wide modem attributes. The window below appears when this option is selected. Refer to the manual supplied with your modem for proper settings. When the modem settings are correct, select the OK command button. Or, to exit without chang- ing the settings, select the Cancel command button.
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 Handshaking check box al- lows you to enable or disable RTS/CTS hardware handshaking with the modem. This check box defaults to disabled. —Use DTR to Hang Up:The Use DTR to Hang Up check box allows you to use the DTR signal to hang up the modem instead of the hang up command. This check box defaults to disabled. —Perform Automatic Bit Rate Detection:If enabled, this check box automati- cally sets the bit rate of your PC to match the bit rate that corresponds to the mo- dem string in the Modem Response. This check box defaults to enabled. —Default:Selecting the Default command button returns all settings to default val- ues. —Modem Response:These edit boxes are available only if “Perform Automatic Bit Rate Detection” is enabled. Enter the string, for each bit rate, that will be re- ceived from the modem to signal your PC to automatically set the bit rate to the given rate. · Password:The Password option allows you to program the user password and/or the location password. These passwords are up to 14 characters long. They are any com- bination of alphabet or numeric characters. Both passwords default to blank, in other words the “Enter” key. —User password:This is entered before any access to the Inside Track program- ming session is allowed, and it can be changed at any time. —Location password:This is entered before any access to a specific location is allowed, and it can only be changed when the specific location is open.
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 Password” and you must retype the password as before. If the entered passwords match, you will return to the Password window. If not, you must re-enter the new password and verify it again. CANCEL:If you make a mistake while entering the password or wish to leave it unchanged, select the Cancel command button.
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- lecting this option reduces the size of the windows and arranges them in layers so that each title bar is visible. The active window is in front and fully visible. · Arrange Icons:If you have one or more windows minimized to icons, selecting this option will arrange them in a row along the bottom of the screen. · Location Activation:This option activates the selected location. Help Pull-Down Menu The Help Menu contains information regarding programming topics and software version information. The options are as follows: · Topic Help:This displays context-related Help files for the topic being programmed. · Contents:This menu option brings up the Help file table of contents. · About Inside Track :This option displays the software part number and generation date.
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 window. System Type
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 telephone systems with wide and narrowSMDR formats, use thewideformat to allow the Inside Track to properly process the records.
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 report separately. Once the reports are set up, they can be printed all together. When multiple reports are selected, only the “New” and “Print” buttons are enabled (see the window on above page). Only the first 15 highlighted reports are printed at a time. Note:To print properly, you must verify that the Inside Track can generate each of the selected reports. To program an existing report (a default report or a new report that you have created), highlight it in the list box and select the Program com- mand button. When the command button is selected, the window shown on page 64 appears. The window is used for programming the parame- ters for the report. (This button is disabled if there are no reports.) The New option button allows you to create a new report. When it is selected the window shown on page 64 appears. (This is the same win- dow as used for the Program command button.) Selecting the Delete command button removes the highlighted report from the list box. As a safeguard, a window appears which asks you to verify that you wish to delete the report. Select Yes to delete it or No to cancel the deletion. (This button is disabled if there are no reports.) Program... New... Delete...
Chapter5 — Usin g Ins id e Tra ck Copy ... Pri nt... P revie w ... SMDR ... Enhanced ...