Installation
2-20
Issue 1 January 1997
Completing a Minimal Setup
This last task involves finalizing the setup of any incomplete databases and re-starting
call processing.
1.
Collect the completed worksheets and enter their information in this order:
a.
SYSTEM-WIDE PARAMETERS —
use Organization Levels under the Customize
menu and Accounting Period under the Configuration menu. Follow steps 1
and 2 of Setting Up MERLIN LEGEND Reporter in this chapter.
b.
TELEPHONE LINES AND FACILITIES —
use Line under the Configuration menu.
Follow step 4 of Setting Up MERLIN LEGEND Reporter in this chapter.
c.
ORGANIZATION TABLE
—
use Organization under the Administration menu.
Follow step 5 of Setting Up MERLIN LEGEND Reporter in this chapter.
2. Activate the Call Processing Status
window from the background (or select it
from the Utilities menu) and de-select the
Stop Processing Calls check box.
MERLIN LEGEND Reporter is now completely installed and collecting calls. You may
wish to review What’s Next, at the end of this chapter.
What’s Next
Below is a list of MERLIN LEGEND Reporter features you may wish to implement at this
time:
Account Codes — if you use dialed codes in your telephone transactions, you
can create a table of account numbers and names to track the telephone load
due to customer or client accounts, projects, etc. See Account Codes in
Chapter 3 and Account Code Reports in Chapter 4.
Alert Numbers — you can identify telephone number patterns so that a call to
any of them will be logged as soon as it completes. If you enable an
“Immediate Output Printer,” the call details will also print. See Alert / Alarm
Numbers and Immediate Output to Printer in Chapter 3.
Call Types — you can enhance the default Call Type table with new “call
types” based on the dialed number pattern or you can set and/or change a
storage filter to reject calls below a specified minimum duration. See Call
Types in Chapter 3.
Immediate Output — you can log all incoming calls, abandoned calls (with
Caller ID information), and/or very long calls as soon as they complete. As in
Alert Numbers, if you enable an “Immediate Output Printer,” the call details will
also print. See Immediate Output and Immediate Output to Printer in Chapter
3.
Содержание MERLIN LEGEND Reporter
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