User Guide

Chapter 5 Maintaining caller and employee information 69
Attendant Console User Guide
To create a new name caller record from an existing caller record
1 On the Attendant Console window, in the Caller Information options, click the Edit button.
The Edit Caller Information dialog box appears.
2 Click the New Caller button.
This clears only the Name box in the Edit Caller Information dialog box. The other boxes do
not change.
3 In the Name list box type the new caller’s name.
4 Click the Save button when you are done to save the record.
To create a new caller record when there are no active calls
1 On the Attendant Console window, in the Caller Information options, click the Edit button.
The Edit Caller Information dialog box appears.
2 Click the New Caller button.
A new blank caller record is created with a new Record Number assigned.
3 Type the desired information in the boxes.
4 Press the Save button to save the new caller record.
To create a new caller record from a Caller ID
1 On the Attendant Console window, in the Caller Information options, click the Edit button.
The Edit Caller Information dialog box appears.
2 Click the Find button.
The Find dialog box appears.
3 In the Name box type the name of another caller from the same company and click the OK
button.
4 Click the New Name button.
The Name box clears. The other boxes do not change.
5 Type the new caller’s name.
6 Click the Save button.
The record is saved in the database.
7 Click the Close button.
If you click the Close button without clicking the Save button, the Edit Caller Information
dialog box closes without saving the changes.