Vodavi Call Sort Pro Users Guide

Pricer Configuration Options3-5
May 1999Running Collection
The Input Source options allow you to determine the source of the SDMR data. 
†Input from Comm Port -- Causes SMDR data to be read from the COM port on the 
Collection PC. The COM port settings are determined by the Communications, refer to 
Changing Communication Settings in chapter 1 for more information on COM port 
settings.
†Input from File -- CallSort Pro reads SMDR data from a file on the system. When you 
start SMDR collection, CallSort...

3-6Pricer Configuration Options
Running CollectionMay 1999
Archive Options
The third tab is Archive. This tab controls when the system archives data.
 
With the Archive option, you can select the following:
†Days to Keep SMDR.RAW files -- Defines how many days CallSort Pro keeps 
SMDR.RAW data from the phone system.
†Days to Keep Local Master Copies -- Number of days for CallSort Pro to keep copies of 
the Collection Master table.
†Maximum Reporting Days Active -- Total number of days available in the...

CallSort Pro v3.0 User’s Guide May 1999
4 System Administration
The Administration and Reporting module provides the capability to manage account 
administration and report generation. This chapter provides instructions for running the System 
Administration program to prepare CallSort Pro with information specific to your organization. 
This prepares you to set up the Administration module by entering information on the company, 
the system’s users, phone extensions, accounts, and trunk lines. After you...

4-2Administration Setup
System AdministrationMay 1999
Use the icons on the tool bar that represent a different action or screen view as described:
Table 4-1: Administrative Icons Described
Report Screen -- Allows you to configure and schedule reports, and shows what 
reports have already been defined. Refer to 
Contact Information in this chapter for 
more information.
Icons available when viewing the Reports screen:
Arrow -- Runs a query on the database for the report designated on the Report 
screen....

Setting Up Company Information 4-3
May 1999System Administration
Setting Up Company Information
This information is used to create the header of the report when a report is generated. To begin 
entering information about your company, perform the following steps:
1. Select System Properties from the File menu, then select the General tab at the top of the 
screen. The following screen is displayed:
2. Enter the Name, Address, City/State/Zip and Country for your company.
3. Enter the Name and Phone number...

4-4Defining Organization Levels
System AdministrationMay 1999
Defining Organization Levels
To define levels in your organization, from lowest to highest, select System Properties from the 
File menu, then select the Levels tab at the top of the screen. The following screen is displayed:
The level information is used in generating reports, and should reflect the divisions of your 
organization are related to call accounting. Common levels would be Location, Branch, 
Division, and Department.
You can enter...

Entering Administration Information 4-5
May 1999System Administration
Trunk lines can be categorized into groups called facilities. Enter this information through the 
File pull-down menu by selecting , . Then click on the Facilities tab, 
the following screen is displayed
.
Entering Administration Information
The following pages show you how to enter user and extension information through the 
Administration module’s screens. All administration information (users, extensions, accounts, 
contacts, and...

4-6 Entering Administration Information
System AdministrationMay 1999
User Information
To begin entering a new user:
1. Select View then Users, or click on the face icon at the top of the screen. The 
following screen is displayed.
2. On the right-hand side of the screen, enter the following user information: CallSort Pro 
user name and user first/middle/last names as they should appear on reports.
3. Then, enter the access level granted to this user as follows:
ˆ0 for no access
ˆ1 for reports only on...

Entering Administration Information 4-7
May 1999System Administration
Extension Information
When you have entered all user information:
1. To access the Extension Editor screen, select  then , or click 
on the telephone icon at the top of the screen. The Extension Editor screen allows 
you to enter extensions separately from user information to allow more than one 
extension per user.
2. Then complete the Extension and User Name fields as follows:
ˆExtension -- Enter the extension number that you would...

4-8 Entering Administration Information
System AdministrationMay 1999
Contact Information
To edit contact information:
1. Select  then , or click on the contact icon at the top of the 
screen. The following screen is displayed.
2. Enter contact information as needed in the fields along the right-hand side of the screen. 
The information entered is used when creating account codes as described in the 
Account Codes section that follows.