Nortel Networks P0887496 Manual de usuario Pagina 65

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Maintaining caller and employee information
59
P0887496 01 Norstar PC Console 1.1 User Guide
To create a new caller record when there are no active calls:
1. Click
Edit
in the
Caller Information
group box. The
Edit Caller Information
dialog box
appears.
2. Press
New Caller
. A new blank caller record is created with a new Record Number
assigned.
3. Fill in the boxes with the desired information.
4. Press
Save
to save the new caller record.
To create a new caller record associated with an existing Caller ID when there are no active
calls:
1. Click
Edit
in the
Caller Information
group box. The
Edit Caller Information
dialog box
appears.
2. Click
Find
, and type the name of another caller from the same company and click
OK
.
3. Click
New Name
and the
Name
box becomes blank (all other boxes remain unaltered).
4. Type the new caller’s name.
5. Click
Save
. The record is now saved in the database.
6. Click
Close
.
To save caller information:
1. Click . The changes made to the boxes in the
Edit Caller Information
dia-
log box are saved to the database. After clicking
Save
, the
Edit Caller Information
dialog
box remains open.
To close the
Edit Caller Information
dialog box:
1. Click . The
Edit Caller Information
dialog box closes.
Note
: If you click
Close
without first clicking
Save
, the
Edit Caller
Information
dialog box closes without saving any changes.
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