user manual

Page 68 NDA-30103 Revision 4
Working With the Directory OpenWorX Business Attendant System User Guide
Displaying the Directory
The Directory window contains the internal and external directories. You can open
the directory when the station is in “Idle” status or while the attendant is connected
to a source caller.
From the Line Status window (Figure 3-1 on page 26), use one of the following
methods to display the Directory window (Figure 5-1).
• Start typing the name in the Number Entered field on the Line Status window
to find the matching entries in the Directory.
Note: If no records are found, check the Search for field listed on the Directory
Window to verify that the BAS is searching for either the FullName,
LastName, or FirstName field. If it is not, select a different Default sort field
in the Options>Preferences>Employee DB tab from the Line Status Window.
• Select Window > Directory from the Line Status window.
•Press CTRL+R.
Sorting the Directory
You can sort the information in the internal and external directories in various
ways. When you change the sort criteria of the directory, the application changes
the directory search criteria to the same value. For example, if you sort the
directory by LastName, the Business Attendant Client searches the directory by
LastName when you enter information in the Search for field on the Directory
window or in the Number Entered field on the Line Status window.
In the internal directories, you can sort and search by the following fields listed in
Table 5-1.
For external directories, you can sort and search by most of the displayed fields.
(See “Directory Window” on page 19 for more information.)
You can also apply a secondary sort. For instance, you can find all people with the
last name of “Smith” in Accounting by sorting by the FullName or LastName
with a secondary sort on the Department.
Table 5-1 Valid Sort and Search Fields in the
Directory Window
Field Names
Extension Company
FullName Division
FirstName Department
LastName Building
Title Pager
City Fax
State Loc Status
Zip Return Date
Mail Stop