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Databases
Q. How do I add a person into the Directory Database?
A. In Control Center, click on Databases; click on Directory Database; click on Department level and add a person.
For More Information on how to add a User, click to see the Directory
Database Quick Reference Guide: Directory
Database for the Client Server version. Click here
if you have the Web version.
Q. How do I add system access for a person in the Infortel system?
A. In Control Center, click on Databases; click on Directory Database. Edit the person, click on the Security Setting Button. In the User ID Box, enter in an ID that the person will use to access the system; click on the drop-down arrow for User Type and you may either choose a pre-defined access level or you may create your own for that person. In either case, you may select or de-select system functions from the Access List. The Organization Access tab will allow you to specify Organization levels that the person will have access to. The Data Source Access tab will allow you to specify the Data Source the person will have access to. Note to Customer's who have more than one Data Source: By default "All Data Sources" will be checked. You will want to make sure to choose the appropriate Data Source if you do not wish to grant the Person access to all Data Sources. Once you have finished setting the security access, click Close which will bring you back to the Edit Person screen. Click Ok, you will be prompted to add the User to the SQL Server; click yes; enter in new password for the User and than click OK to exit screen.
For More Information, click to see the Directory Database Quick
Reference Guide: Directory
Database for the Client Server version. Click here
if you have the Web version.
Q.What is a one-time charge?
A. A one-time charge may be used for common non-recurring events such as applying a one-time charge for a new hire to set-up their phone. This may also be used for issuing credits to a person as well.
For More Information, click to see the Directory Database Quick
Reference Guide: Directory
Database for the Client Server version. Click here
if you have the Web version.
Q.How do I add fixed charges to an entire Department?
A. In the Control Center, click on Databases, Directory Database. Click on the Options Menu; click on Fixed Charges Pool. You will need to create a Fixed Charge Pool if the Charge Type is not present Next, Edit the Department; click on Allocate a Fixed Charge to all Department Members. Select the appropriate Charge Type and click on Apply. Enter the Fixed Charge Dates (only if applicable). You may enter an Active Date and/or Expiration Date; otherwise you may leave the Dates blank, meaning the Fixed Charge will always remain active and never expire. Enter the quantity number.
For More Information, click to see the Directory Database Quick
Reference Guide: Directory
Database for the Client Server version. Click here
if you have the Web version.
Q. How do I add a fixed charge to a person?
A. In the Control Center, click on Databases, Directory Database. Click on Options Menu, click on Fixed Charges Pool. You will need to create a Fixed Charge Pool if the Charge Type is not present. Next, edit the person you are looking got add a Fixed CHarge to. Click on the Fixed Charges tab, click on Add, click on the Charge Type and then click on Apply. Enter the Fixed Charge Dates (only if applicable; you may enter an Active Date and/or Expiration Date, otherwise you may leave the Dates blank, meaning the Fixed Charge will always remain active and never expire) and the Quantity number.
For More Information, click to see the Directory Database Quick
Reference Guide: Directory
Database for the Client Server version. Click here
if you have the Web version.
Q. How do I delete a person out of the directory?
A. A person/object cannot be "deleted" from the Database as long as there are processed call records associated with the person. The person will be considered "Inactive" so that you may run reports on the historical call records, but you can also exclude them on current reports. Due to the complexity of this topic, for further assistance please call our Support Center at 800.326.6183 to open a Trouble Ticket, or email at: support-select@isi-info.com.
For More Information, click to see the Directory Database Quick
Reference Guide: Directory
Database for the Client Server version. Click here
if you have the Web version.
Q. How do I move a person from one Department to another?
A. You may drag-and-drop a person from one Department to another Department. Highlight the Department Name you wish to move the Person from. All of the People in the Department will now appear in the right pane. Next, scroll the bar up or down until the Department you are moving the Person to is visible in the left pane. You may move one person or several at one time. Highlight the person(s) in the right pane and drag your selection right on the new Department name. The person(s) will become inactive in the old Department and active in the new Department. For further assistance on this topic, please call our Support Center at 800.326.6183 to open a Trouble Ticket, or email at: support-select@isi-info.com.
For More Information, click to see the Directory Database Quick
Reference Guide: Directory
Database for the Client Server version. Click here
if you have the Web version.
Q.I am receiving a message saying that I have exceeded my user license. I have a 1000 user license, but only have about 600 active extensions. I am also seeing quite a few unassigned extensions that do not look like any of our extensions. What should I do about this?
A. Due to the complexity of this topic, it is recommended that you call our support # 1-800-326-6183 to open a Service Ticket or email at: support-select@isi-info.com for further assistance.
Q.What is the Phone Number ID Database used for?
A. This Database allows you to manage inbound and outbound calls to a list of customers, dealers, vendors, etc. You are allowed to assign a name to an individual phone number or digits dialed. This custom name will appear in the location field in a detail report for calls to and from that number.
Q.How can I list all of the undefined trunks in my system?
A. In the Control Center, click on Databases; click on Trunk Database. Click on Help menu, click on Undefined Trunks.
For More Information, click to see the Trunks Database Quick Reference
Guide: Trunks Database for
the Client Server version. Click here
if you have the Web version.
For More Information, click to see the Trunks Database Quick Reference Guide: Trunks Database.
Q.Where do I go to set-up grace and adjustment periods for long distance calls? (Select 7.1)
A. In Control Center, click on Databases; click on Trunk Database. Right-click on the Facility, click on the Adjustments tab.
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