Vodavi Call Sort Pro Users Guide
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CallSort Pro v3.0 User’s Guide May 1999 7 Customer Support This chapter contains important customer, product, and technical support information. Please read it carefully. Customer Registration Please fill out and return your registration card today. Doing so entitles you to the following benefits: †Telephone technical support †Expedited technical assistance †Notification of enhancements, updates, and new modules at special reduced prices †Purchase of replacement disks in case of loss, destruction, or defect (when out of warranty) for a nominal charge †Ongoing product support Product Support The best source of support may be your CallSort Pro dealer, your own organization, or Vodavi, depending on the nature of the problem and where you purchased the product. You are entitled to 90 days of telephone support (from the date of purchase). For additional support refer to the Maintenance Agreement described later in this chapter. Your warranty statement is included in the CallSort Pro package; please read it carefully. If you experience problems, we recommend the following steps: 1. Review this document first. It answers most questions. 2. Check your CallSort Pro configuration and make sure you have all the necessary components. 3. If applicable, consult your dealer. This may be your best source of convenient, local support.
7-2Technical Support Customer SupportMay 1999 Technical Support Telephone Technical Support is available Monday through Friday, 8:00 am - 5:00 p.m. EST. The Technical Support number is: (877) 4-VODAVI. Follow the instructions to reach the proper support department. IMPORTANT -- Before you call Technical Support you must follow these steps: 1. Have returned the completed Registration Form (preferably via fax at 770-662-1536). 2. Try to isolate the problem. Is it related to CallSort Pro or to some aspect of your system? 3. Be sure to have the serial number that appears on the CallSort Pro disk #1 available when you call. 4. Have available any materials pertaining to your question such as: printouts for you to refer to or notes you made while operating the system. (This makes it easier for our technical support analyst to understand the problem and assist you promptly.) Web/Internet Technical Support For Web / Internet support, use http://www.vodavi.com Select followed by E-Mail Technical Support For e-mail support, send to Vodavi Technical Support at: [email protected]. Facsimile Support Our facsimile number for sending your Registration or other information is: (770) 662-1536 Product Replacement Program In the event that CallSort Pro is found to be defective in materials or workmanship, please contact Vodavi Technology, Inc. for a return authorization. You will receive instructions on returning the defective disk for replacement. †Within ninety (90) days of purchase, Vodavi will replace a defective disk free of charge to registered users. †After ninety days, and for up to one year after the date of purchase, replacement disks are available to registered users at $20.00 for each defective disk, plus a shipping and handling charge.
Product Replacement Program 7-3 May 1999Customer Support If you have not sent in your registration, you will need to send your registration form along with the defective disks, proof of purchase, and $30.00 per disk. Returns and payment, if required, are sent to: Vodavi Technology, Inc. 8300 E. Raintree Dr. Scottsdale, AZ 85260 Attn: Technical Support Maintenance Agreement After your 90 days of free support, you may purchase a maintenance contract to extend ongoing support. The maintenance contract is available for purchase on a yearly basis and entitles you to receive the following: †Ten hours of telephone technical support †24-hour Technical HOTLINE (877-4-VODAVI) †24-hour Technical Support Bulletin Board †24-hour Facsimile Support including Fax Bulletin Board †All software maintenance releases during the year Maintenance Cost Effective April, 1999 -- The price of the maintenance agreement is $500 and is subject to change without notice.
7-4 Product Replacement Program Customer SupportMay 1999 Maintenance Order Form If you haven’t already returned your CallSort Pro Registration, return it with this form to receive continued support after the initial 90 days. Please enclose a check for the appropriate amount, payable to Vodavi Technology, Inc., for the cost of your maintenance agreement. For further assistance, please call (770) 662-1500 and press 2 for the Sales Department. Maintenance Order Form Company Contact Address Phone Serial #
CallSort Pro v3.0 User’s Guide May 1999 Index A Account Codes 4-9 Administration - Report Setup 5-1 Administration Information 4-5 Analysis Reports 5-6 C Cable Connections New/Existing Cable Installation 1-4 RS-232 Standard 1-4 Changing Communication Settings 1-7 Collecting Sample Data 1-8 Collection/Pricing Menu Options 1-9 Contact Information 4-8 Customer Support 7-1 D Database Overview 3-2 Defining Layout Information 2-3 E E-Mail Technical Support 7-2 Extension Information 4-7 F Facsimile Support 7-2 FAQs Collection Module 6-5 Hints and Tips 6-1 Installation 6-4 Reports Module 6-6 Frequently Asked Questions 6-1 I Installation Requirements 1-2 Installing CallSort Pro 1-5 M Maintenance Agreement 7-3 Cost 7-3 Order Form 7-4 O Organization Levels - Defining 4-4 Organization Reports 5-6 P PBX Define Defining Layout Information 2-3 Setting Up Number Filters 2-5 Pricer Configuration Options 3-3 Product Replacement Program 7-2 Support 7-1 R Report Options/Descriptions 5-2 Reports Available 5-5 RS-232 Cable Pin-Outs 1-3 RS-232 Communication Standard 1-4 Running a Report 5-4 S Scheduled Reports 5-5 Setting Up Call Records/Layout 2-1 Setting Up Company Information 4-3 Setting Up Number Filters 2-5
iiIndex CallSort Pro v3.0 User’s Guide May 1999 Software Program Functions 1-1 Support Product 7-1 Technical 7-2 T Technical Support 7-2 Traffic Reports 5-7 Troubleshooting Call Collection 6-9 Call Recording and Reporting 6-10 Configuration and Data Input Source 6-8 Existing Cable Connection 6-7 Garbage in the Data 6-10 Generating Reports 6-11 Out of Memory 6-10 Trunk Line Information 4-10 U User Information 4-6 W Web/Internet Technical Support 7-2
Part No. CSPMAN3 Printed in United States of America Issue 2, May 1999