Nortel Bcm 2 0 Attendant Console Instructions Manual
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Maintaining caller and employee information 71 P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide To change the person status of an extension: 1. In any of the Directory views (Full, BLF, Assigned or Selected), click the extension. 2. From the Status list box select None, Not at desk or Out of office. The status you choose appears beside the name. There is no icon for None. Instead, a blank space appears next to the person’s telephone status if you select it. If you select Out of...
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72 Maintaining caller and employee information Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02Adding 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: 1. Click an extension number in the Full, Assigned or Selected Directory views. 2. From the Note list box, click the applicable note. The note...
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Maintaining caller and employee information 73 P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide To save employee edit changes: 1. On the Edit Employee Information dialog box click the Save button. The changes made to the boxes in the Edit Employee Information dialog box for the employee highlighted in the Directory list are saved to the database. After you click the Save button, the Edit Employee Information dialog box remains open. To close the Edit Employee Information dialog box...
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74 Maintaining caller and employee information Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02
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P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide Generating reports Enterprise Edge Attendant Console collects information about incoming calls and tracks how calls are processed. Use the information from the Reports component to help spot trends and prevent problems. You can use the caller-related information in Reports to: • increase sales opportunities • improve productivity • lower expenses • streamline operations For example, the Calls by Customer report shows how callers from...
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76 Generating reports Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02 Extension Directory report The Extension Directory report lists the employees in the Enterprise Edge Attendant Console database and the information in their call record. Using the Reports window To open the Reports window: 1. On the Attendant window click Tools and then click Reports. The Reports window opens. The Reports window contains the Database, Information, Period, Employees and Customers list boxes and a...
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Generating reports 77 P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide Period list box Note:The Period list box is available if: • you select a valid database and • you select a report type that requires you to define a report period. opens the One Week dialog box. This dialog box lets you specify a report period with a duration of one week (Sunday through Saturday). opens the One Month dialog box. This dialog box lets you select a one-month report period. shows the date of the...
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78 Generating reports Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02 Employees and Customers options Use these options to define customers or employees to generate a report for. The Employees and Customer options contain: 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. Customers and Employees Selection dialog box From the Customer and Employee Selection dialog boxes, you can...
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Generating reports 79 P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide Creating and viewing reports Use the Reports component to generate reports for analyzing telephone use in your company. This section describes the steps required to generate reports: • select a database • select a report type • select a report period • select employees and customers • create and preview the report • print the report Loading the database Enterprise Edge Attendant Console stores information about...
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80 Generating reports Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02 Selecting a report type After you load a database, select the type of report. To select a report type: 1. From the Report Type list box select your report. Setting the report period Some reports require a report period. The report period defines the time span for which data is considered. If you choose a report type that does not require a report period, the Period list box is unavailable. The report period begins...