Vodavi Call Sort Pro Users Guide

Setting Up Call Record Types/Layout 2-3
May 1999Configuring Collection
Defining Layout Information
To define your phone system’s layout information:
1. Select PBX Define from the Configuration menu and click on the Layout Tab. The 
following screen is displayed.
Figure 2-2: Layout Tab (PBX Properties Screen)
2. Click on either  or  on the right-hand side of the 
screen. This brings up a screen with several lines of raw data. Select a line, and click on 
. This brings you back to the Layout screen shown...

2-4 Setting Up Call Record Types/Layout
Configuring CollectionMay 1999
The fields in the Layout screen are explained in the following table:
On the right-hand side of the screen, the Add Layout field provides blank fields in which to 
enter new information; the Delete Layout field allows you to delete field information.
Table 2-1: Layout Field Descriptions
Field Name Description
Name Specifies the name of the call type (changing this field also changes the 
Layout Name field).
Order Indicates how the...

Setting Up Number Filters2-5
May 1999Configuring Collection
Setting Up Number Filters
CallSort Pro allows you to set filters on the data in the phone number field. The Phone Number 
In and Phone Number Out fields are used to filter this information. Filters apply to the 
information in the phone number fields, Phone Number in and Phone Number Out defined by 
the Layout tab. (Refer to 
Defining Layout Information in this chapter for more details.)
The Filters function uses special characters...

2-6Setting Up Number Filters
Configuring CollectionMay 1999
3. Make your changes based on the following options:
Filter Variables
Filters allow CallSort Pro to process a large number of call records as follows:
†A filter allows CallSort Pro to match a specific telephone number, or remove 
information from that telephone number, then place the information into a field in the 
master table.
†The filter Variables allow the smallest number of filters to process the largest number of 
call records.
Table 2-2:...

Setting Up Number Filters2-7
May 1999Configuring Collection
Special Characters for Pattern Matching
The Collection module uses three special characters for pattern matching in number strings: a 
question mark (?), a minus sign (-), and a percent sign (%), the symbols function as follows:
†In Source String -- A 
? is used to match any single character, and a % is used to match 
any sequence of 0 or more characters. Any other character requires an exact match from 
the source string. 
†In Result Strings --...

2-8Setting Up Number Filters
Configuring CollectionMay 1999
Pricing Calls By Department - Example
In the final example, any numbers that start with 10288 will have the letter A added as a suffix. 
The letter A is an example and can be any letter. This is done for informational purposes to help 
you keep up with calls transferred to a specific place. In this case, the A could stand for 
accounting. The Transfer To field would be set to Accounting as well. This type of filter is 
useful when you want to...

Setting Up Number Filters2-9
May 1999Configuring Collection
Table 2-5: Filter Templates - Record Configuration Examples
Template Priority and Description Match Result Destination
1 Strips out leading and trailing spaces. % % number
2 Detects the AT&T carrier select string and, if a 
match, puts the single character A in the carrier 
select string. Since it is possible to have a valid 
number of 950-1022, the extra ? was added prior 
to the %. This insures no match unless the 
number has at least 12...

2-10Configuring Call Pricing
Configuring CollectionMay 1999
Configuring Call Pricing
In this section you can configure the Call Pricing options available as follows:
†Add or modify the call model.
†Set up the pricing method for different call types, such as fixed price or charge bands.
†Specify markup charges and minimum durations for the charges.
Defining Call Model
1. To begin, select Pricing Customize from the Configure menu. This screen displays:
Figure 2-4: Selection Tab - Call Pricing Screen
2....

Configuring Call Pricing2-11
May 1999Configuring Collection
ˆField -- Specifies what field to look for the selection pattern in the master table. 
There are two criteria fields under the Selection Pattern option. When both the first 
and second criteria have entries, they are Boolean ended together so that if both 
Criteria 1 and 2 are true, the filter applies. Otherwise the filter doesn’t apply.
4. Then proceed to the remaining two tabs in the Pricing Customize dialog box, Method 
and Markups, as...

2-12Configuring Call Pricing
Configuring CollectionMay 1999
5. Enter the pricing and time periods described as follows:
Modifying or Adding a Price Band
Price Bands allow pricing based on time of day and day of week. Price Bands also allow more 
flexibility over how calls are priced. These instructions describe how to configure Price Bands.
1. At the Collection
 module’s main screen, select Configure then Price Customize.
2. On the Selection tab, highlight the call type you want to price. If you want to...