Vodavi Call Sort Pro Users Guide
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&DOO6RUW3UR )RU:LQGRZV USER’S GUIDE Part No. CSPMAN3Issue 2 - May 1999 70
Copyright © 1999 Vodavi Communications Systems, Inc. All Rights Reserved This material is copyrighted by VODAVI Communications Systems, Inc. Any unauthorized reproductions, use or disclosure of this material, or any part thereof, is strictly prohibited and is a violation of the Copyright Laws of the United States (17 U.S.C. Section 101 et. seq.). VODAVI Communications Systems Inc. reserves the right to make changes in specifications at any time and without notice. The information furnished by VODAVI Communications Systems, Inc. in this material is believed to be accurate and reliable, but is not warranted to be true in all cases. CallSort Pro™ is a registered trademark of VODAVI Commuinications, Inc.
Warranty Important Notice: The CallSort Pro Program in this package contains software that is proprietary to Vodavi Communications Systems and is licensed to the end-user by VODAVI Communications Systems. By using the CallSort Pro Program, you are agreeing to be bound by the terms and conditions of the Software License printed on the reverse. You should read the Software License carefully and discuss this with the end user. If you do not agree to be bound by it, please notify us in writing within ten (10) days of receipt of your CallSort Pro Program. Limited Warranty and Disclaimer: Vodavi Communications Systems warrants that the CallSort Pro Program, including the Software licensed on the reverse, shall conform to VODAVIs written specifications therefore and will be warranted against defects in material and workmanship for a period of twelve (12) months from date of shipment from its U.S. warehouse to Customer (warranty is determined based on the date the Bar Coded, serialized product ships from the warehouse) provided that the CallSort Pro Program receives normal service and maintenance during the warranty period. VODAVIs obligation under this warranty shall be limited to the repair or replacement of any CallSort Pro Program or Software, or part or component therof, which may prove defective under normal and proper use and servicing during the warranty period. This warranty shall not apply to any CallSort Pro Program or Software, or part or component thereof, which has been subject to improper handling, lightning damage, power surge, accident, negligence, alteration, abuse, or misuse. EXCEPT AS STATED ABOVE, VODAVI SHALL NOT BE LIABLE FOR THE BREACH OF ANY WARRANTY, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION THE WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR FOR ANY DAMAGES OR OTHER OBLIGATION OR LIABILITY ARISING OUT OF OR ON CONNECTION WITH THE SALE, INSTALLATION, USE OR SERVICING OF THE CALLSORT PRO PROGRAM OR SOFTWARE. IN NO EVENT SHALL VODAVI BE LIABLE FOR INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES, OR ANY OTHER DAMAGES WHETHER ARISING FROM CONTRACT LAW, TORT OR OTHERWISE, NOR SHALL ANY RECOVERY OF ANY KIND AGAINST VODAVI COMMUNICATIONS SYSTEMS BE GREATER IN AMOUNT THAN THE PURCHASE PRICE OF THE CALLSORT PRO PROGRAM. Warranty Claims: To receive warranty service, contact VODAVI Customer Service. PLEASE NOTE that the installing company (qualified interconnect) is responsible for any transaction involving material return for repair. The distributor (supply house) should never become involved in any such procedure. The installing company will always deal directly with VODAVI for repairs. Post-Warranty Repairs: After the Warranty Period has expired, Vodavi Communications Systems shall provide repair and replacement service for your CallSort Pro Program in accordance with the procedures and charges set forth in the VODAVI Customer Service Policy, a copy of which is available upon request.
Software License By opening this package and placing this system into service, you indicate your acceptance, and the acceptance of the purchaser/user of the software included in the system (the Software), of the following terms and conditions. Therefore READ THIS CAREFULLY and discuss with the user of the system before operating the Software. Grant of License: Vodavi Communications Systems (of Scottsdale, Arizona) is licensed to sell, use and sublicense the Software, and hereby grants Customer a non-transferable, non-exclusive sublicense to use the Software for its own purposes on a single computer system only. Title and ownership rights to the Software and Technical manual shall remain at all times in Vodavi Technology, Inc. No other rights to use the Software are implied. Proprietary Materials: The Software is proprietary to and constitutes trade secrets of Vodavi Technology, Inc. and the Technical Manual is proprietary to and constitutes trade secrets of Vodavi Technology, Inc. All applicable rights to patents, copyrights, trademarks, and trade secrets in the Software and Technical Manual are and shall remain in Vodavi Communications Systems. Customer shall use utmost diligence to protect the trade secrets and other proprietary rights of Vodavi Communications Systems in the Software and Technical Manual from disclosure to third parties. Customer shall also promote compliance by agreement or instruction with the terms and conditions of this License by employees or others with access to the Software and Technical manual. Modification and Copies: Customer may copy the Software for back-up and archive purposes only. However, Customer may not make copies of any portion of the Software to give, sell, sublicense, or otherwise transfer to any third party, unless (i) such third party acquires all or substantially all of Customers assets, (ii) Customer obtains the approval of Vodavi Communications Systems, in writing, and (iii) Customer retains no copies of the Software. Customer may not copy the Technical Manual. The transferee must agree in writing to terms and conditions specified by Vodavi Communications Systems, including execution of a software license and payment to Vodavi Communications Systems of a customary inspection fee, to be granted the right by Vodavi Communications Systems to use the Software. Indemnification: Vodavi Communications Systems agrees that, if notified promptly and given sole control of the defense and all related settlement negotiations, it will defend customer against any claim based on the allegation the Software infringes a valid patent, copyright or trademark, and will pay any resulting cost, damages and attorneys fees awarded by a court with respect to any such claim against Customer. Vodavi Communications Systems shall have no obligations hereunder where Customer has modified the Software or used the Software in combination with software or equipment not provided by Vodavi Communications Systems. If any Software becomes, or in Vodavi Communications Systems opinion is likely to become, subject of such claim of infringement, Vodavi Communications Systems will, at its option and expense, either procure rights for Customer to continue using the Software, or replace or modify the Software to provide non-infringing software that performs substantially similar functions to the original Software. Upon failure of the foregoing provisions, Vodavi Communications Systems will refund the purchase price of the CallSort Pro Program less a reasonable allowance for use. THE FOREGOING STATES THE ENTIRE LIABILITY OF VODAVI COMMUNICATIONS SYSTEMS FOR INFRINGEMENT BY ANY SOFTWARE PROVIDED WITH THE CALLSORT PRO PROGRAM. Termination of License: Use of the Software on any equipment other than for which it was obtained or authorized, or any breach of the provisions of this License shall automatically terminate this License. Upon termination of this License, Customer shall immediately discontinue all use of the Software and shall destroy all copies of the Software. Termination of License: Use of the Software on any equipment other than for which it was obtained or authorized, or any breach of the provisions of this License shall automatically terminate this License. Upon termination of this License, Customer shall immediately discontinue all use of the Software and shall destroy all copies of the Software. Termination of License: Use of the Software on any equipment other than for which it was obtained or authorized, or any breach of the provisions of this License shall automatically terminate this License. Upon termination of this License, Customer shall immediately discontinue all use of the Software and shall destroy all copies of the Software.
CallSort Pro v3.0 User’s Guide May 1999 Table of Contents 1 Installation Software Program Functions .................................................................................... 1-1 Installation Requirements ......................................................................................... 1-2 Data Collection PC ............................................................................................ 1-2 Client Workstation ............................................................................................. 1-2 Cable Connections.................................................................................................... 1-2 RS-232 Communication Standard ..................................................................... 1-4 New Cable Installation....................................................................................... 1-4 Existing Cable Installation ................................................................................. 1-4 Installing CallSort Pro .............................................................................................. 1-5 Communications/Collection Setup ........................................................................... 1-6 Changing Communication Settings ................................................................... 1-7 Collecting Sample Data ..................................................................................... 1-8 Collection/Pricing Menu Options ...................................................................... 1-9 2 Configuring Collection Setting Up Call Record Types/Layout ..................................................................... 2-1 Defining Layout Information ............................................................................. 2-3 Setting Up Number Filters ....................................................................................... 2-5 Filter Variables .................................................................................................. 2-7 Configuring Call Pricing .......................................................................................... 2-10 Defining Call Model .......................................................................................... 2-10 Pricing Method Setup ........................................................................................ 2-11 Specifying Markups/Minimums ........................................................................ 2-17 3 Running Collection Ongoing Operation ................................................................................................... 3-1 Database Overview ............................................................................................ 3-2 Controlling the Display Screen .......................................................................... 3-2 Pricer Configuration Options ................................................................................... 3-3 Output Options................................................................................................... 3-3 Input Options ..................................................................................................... 3-4 Archive Options ................................................................................................. 3-6
iiTable of Contents CallSort Pro v3.0 User’s GuideMay 1999 4 System Administration Administration Setup ................................................................................................ 4-1 Setting Up Company Information ............................................................................ 4-3 Defining Organization Levels................................................................................... 4-4 Entering Administration Information ....................................................................... 4-5 User Information ................................................................................................ 4-6 Extension Information........................................................................................ 4-7 Contact Information ........................................................................................... 4-8 Account Codes ................................................................................................... 4-9 Trunk Line Information...................................................................................... 4-10 5 Generating Reports Administration Setup ................................................................................................ 5-1 Report Options .......................................................................................................... 5-2 Running a Report ...................................................................................................... 5-4 Scheduling Reports to Run Automatically......................................................... 5-5 Reports Available ............................................................................................... 5-5 6 FAQs and Troubleshooting Frequently Asked Questions ..................................................................................... 6-1 Hints and Tips .................................................................................................... 6-1 Installation .......................................................................................................... 6-4 Collection Module.............................................................................................. 6-5 Reports Module .................................................................................................. 6-6 Troubleshooting ........................................................................................................ 6-7 Existing Cable Connection................................................................................. 6-7 Configuration and Data Input Source ................................................................ 6-8 Call Collection ................................................................................................... 6-9 Garbage in the Data............................................................................................ 6-10 Call Recording and Reporting............................................................................ 6-10 Out of Memory................................................................................................... 6-10 Generating Reports............................................................................................. 6-11 7 Customer Support Customer Registration .............................................................................................. 7-1 Product Support ........................................................................................................ 7-1 Technical Support ..................................................................................................... 7-2 Product Replacement Program ................................................................................. 7-2
CallSort Pro v3.0 User’s Guide May 1999 List of Tables RS-232 Cable Pin-Outs ..................................................................................................... 1-3 Layout Field Descriptions ................................................................................................. 2-4 Filter Fields and Descriptions ........................................................................................... 2-6 Filters - Special Characters Used ...................................................................................... 2-7 Filter Examples - Pricing Calls by Department ................................................................ 2-8 Filter Templates - Record Configuration Examples ......................................................... 2-9 Fixed Cost Field Descriptions ........................................................................................... 2-13 Pricing Band Field Descriptions ....................................................................................... 2-15 Markup/Minimum Field Descriptions ............................................................................... 2-17 Administrative Icons Described ........................................................................................ 4-2 Report Options/Descriptions ............................................................................................. 5-2 Traffic Summary Reports .................................................................................................. 5-6
ivList of Tables CallSort Pro v3.0 User’s GuideMay 1999
CallSort Pro v3.0 User’s Guide May 1999 List of Figures PBX Select Tab (PBX Properties Screen) .............................................................2-2 Layout Tab (PBX Properties Screen) .....................................................................2-3 Filter Tab (PBX Properties Screen) ........................................................................2-5 Selection Tab - Call Pricing Screen ........................................................................2-10 Method Tab - Fixed Cost ........................................................................................2-12 Method Tab - Price Band ........................................................................................2-14 Markups Tab ...........................................................................................................2-17 System Administration Screen................................................................................4-1
viList Of Figures CallSort Pro v3.0 User’s GuideMay 1999