Tapit EX Manual ver 4.1.6 - Trisys.com

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Registration It is very important to register your software promptly; otherwise, it will stop functioning within 30 days from the date of installation. For registration instructions refer to the Registration.txt file on the CD or the company website - www.trisys.com (option Registration). 20 • Installation Tapit
Main Menu Main Menu - Overview The Main Menu screen is displayed when you start TAPIT. The buttons/icons on the menu allow you to access different options by clicking on them. The top menu bar has the following options: Main - offers access to each part of the Tapit program. Window - contains the standard Windows’ functions for aligning different screens: Tile, Cascade, Arrange Icons, Hide, Unhide and Size to Fit. Help - provides access to TAPIT’s Help Screen alternatively to pressing F1 key. To close the TAPIT application click on the Exit button/icon or open the drop down Main menu bar option and click on Exit. Before exiting, make sure Main Menu is the only screen open within TAPIT. Tapit Main Menu • 21
Page 1: IMPORTANT When upgrading your TAPIT
Page 4 and 5: Reports............................
Page 6 and 7: WEB REPORTS .......................
Page 8 and 9: Installation Getting Started Before
Page 10 and 11: Installing Tapit Single User 1. Ins
Page 12 and 13: 2. The TAPIT Setup screen appears.
Page 14 and 15: 11. eXtended Processing (not availa
Page 16 and 17: Insert Trisys Software CD in the CD
Page 18 and 19: Moving TAPIT EX to another computer
Page 20 and 21: Setup program displays a message
Page 22 and 23: 10. From Main Menu, click on Mainte
Page 24 and 25: 2. Change the Matter Code Length se
Page 28 and 29: Users/Departments Overview The User
Page 30 and 31: Editing or deleting users 1. If not
Page 32 and 33: arrow next to Parent department tex
Page 34 and 35: It is a good practice to run Reinde
Page 36 and 37: Editing or deleting clients 1. From
Page 38 and 39: The filter screen is displayed. The
Page 40 and 41: Check one of the option buttons, In
Page 42 and 43: When finished click on OK to accept
Page 44 and 45: Cancel button. At the filter screen
Page 46 and 47: At the filter screen note a “+”
Page 48 and 49: line between the DNIS number fields
Page 50 and 51: Click on the filter name in the lis
Page 52 and 53: 7. Click on Continue. Chart will be
Page 54 and 55: System Parameters System Parameters
Page 56 and 57: 6. eXtended Processing (not availab
Page 58 and 59: 4. Default surcharges - numbers you
Page 60 and 61: 4. Exclude Activity For Enter an ex
Page 62 and 63: It is a good practice to run Reinde
Page 64 and 65: Call Editor Working with Call Edito
Page 66 and 67: TAPIT Pricing Pricing Call Records
Page 68 and 69: • NNN555 All 555 information call
Page 70 and 71: 3. Enter the value to look for in t
Page 72 and 73: Recosting Recosting Call Records Re
Page 74 and 75: Using Tapit Carrier option 1. Click
Page 76 and 77:
593-8200 TTTTTTT 9-593-8200-123 9TT
Page 78 and 79:
used) will appear on the Report Sch
Page 80 and 81:
Export 1. Export facility will allo
Page 82 and 83:
Call Records Maintenance Call Recor
Page 84 and 85:
Use Import Tapit DOS Data function
Page 86 and 87:
3. Secondary Sort Sequence Select t
Page 88 and 89:
Designer screen) and select another
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Fraud Alert will not function if th
Page 92 and 93:
Trunks This facility allows you to
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With call length Over/Under - this
Page 96 and 97:
Database Repair Utility Using Repai
Page 98 and 99:
SMDR Monitor Understanding SMDR Mon
Page 100 and 101:
4. Parity - Click on the down arrow
Page 102 and 103:
Software License Agreement Contents
Page 104 and 105:
tort or warranty shall not exceed a
Page 106 and 107:
5. The PBX is not actually outputti
Page 108 and 109:
13. Run defrag utility on drive c:.
Page 110 and 111:
INSTALLATION Before installing SMDR
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The SMDR Alarm will not function if
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9. Click on the Test Now button. It
Page 116 and 117:
Example of the Phone Number trackin
Page 118 and 119:
WEB REPORTS REQUIREMENTS You must h
Page 120 and 121:
2. Click on Install Tapit Web Repor
Page 122 and 123:
Create two passwords. These passwor
Page 124 and 125:
Changing IIS permissions manually.
Page 126 and 127:
Authentication Methods screen appea
Page 128 and 129:
UPGRADING TAPIT WEB REPORTS Note: T
Page 130 and 131:
If the users password has been ente
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4. The filter screen appears. Enter
Page 134 and 135:
To select list entries that are not
Page 136 and 137:
TRUNK ANALYSIS REPORTS 1. To run on
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5. To add a new group: Click on the
Page 140 and 141:
9. Click on the Setup Trunks button
Page 142 and 143:
5. To verify your privileges enter
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Setting up Permissions for the firs
Page 146 and 147:
Using User List Screen User List sc
Page 148 and 149:
If your are editing a user, users i
Page 150 and 151:
The highest in the location/departm
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A user must be allowed access to hi
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Index B Before installing your soft
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Tapit EX Manual ver 4.1.6 - Trisys.com

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