Tapit EX Manual ver 4.1.6 - Trisys.com

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Editing or deleting clients 1. From the clients' list select a client's record to be edited and click on it (you can sort clients list by clicking on header labels of the list). 2. Go to the detail section of the screen. Navigate with Tab and type in new values in any of Client Last Name/Company, Client First Name, Account Code, and address fields. 3. Enter new phone number in the text box located below Add>> button. Click on Add>> or press Enter. Phone number has been assigned to a client and is displayed in Phone Number(s) list box. To remove phone number from the list, select it and click on Remove
Reports Generating Reports The Report Selection screen lists available report groups and individual reports names. We re<strong>com</strong>mend you try all of the reports at least once to see the difference among the reports, and then choose the reports you will be running in the future. Note: Other Reports button located at the bottom of the Report Selection screen. Click on it to invoke the Special Reports screen. These additional reports cannot be modified. They can be scheduled using Report Scheduler. Click here to view the additional set of custom reports. Custom CallerID Deluxe report is one of them. Go back to the Reports Selection screen. Click on the report group buttons to see available reports. For example: All button displays all reports, User button brings up only user related reports and clicking on Custom button displays reports built with a Report Designer ( see Report Designer chapter later in this manual). Running a report – HOW TO USE FILTER SCREEN Select a report (by clicking on its name) and click on Continue. <strong>Tapit</strong> Reports • 31
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 26 and 27: Registration It is very important t
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 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
Page 90 and 91:
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
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5. The PBX is not actually outputti
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13. Run defrag utility on drive c:.
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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
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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
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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
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5. To verify your privileges enter
Page 144 and 145:
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
Page 152 and 153:
A user must be allowed access to hi
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Index B Before installing your soft
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