Phone

To open the Phone window, click on the Phones & Customers button in the Navigator or the Navbar. If the Phone window has not been chosen to open in the Preferences, then either the Quick View window or the Phone List window will appear. In either case, these windows may be used to find the desired phone record. Search records by field in the Quick View window, or search records by Location Name/Description field in the Phone List window. When either method is used, the Phone window will open with the desired phone record displayed.

Five standard buttons are displayed in the Phone window as well as in other windows throughout Panorama where editing capabilities exist. They are:

New Record ñ Creates a new, blank record.

Save ñ Saves all changes to the database.

Clone ñ Makes a copy of the current record, under a new name.

Delete ñ Deletes the current record.

Help ñ Launches Panoramaís on-line help.

The other buttons, which are specific to the Phone window, are:

Audit CDR ñ Allows you to view Call Detail Records (CDR) for the current phone or other phones.

Call Accounting ñ Allows you to view Call Accounting records for the current phone or other phones.

Comm Errors ñ Allows you to view all of the Communication Errors that occurred during polling and reporting.

Manual Poll ñ Allows the current phone or other phones to be manually polled, depending on the selection made in the menu that comes down from the button.

Advanced Phone Search ñ Provides a detailed search of phone records using numerous options and any combination of fields.

Tools ñ Allows a change to a New Phone Number (ANI) and performs a Coin Total Fix, depending on the selection made in the menu that comes down from the button.

Refresh ñ Refreshes the page image to update coin totals, status flags, and other data.

Edit All ñ Allows for Global Editing of any combination of fields in the phone record.

Quick View ñ Opens the Quick View window, where records can be searched by field.

Under each tab, you will find the following information:

General

Four User Defined Categories

Phone Communication History

Coin Delta

Average per Day

Box Volume

Assignments

Cost

Call Processing

Options

Downloaded Firmware

Boot Firmware

Dates Assigned and Dates Loaded for each record

Polling ñ Outgoing (polling) and Incoming (reporting)

Dial Prefix (when needed on a per-phone basis)

Serial Numbers

Location & Customers

Location Information

Time Zone

Upper and Lower housing key numbers

Customer Information

Auth Codes

Direct Routes

Card Routes

Miscellaneous

Previous Phone Number

Equipment Description

Note Pad

Electronic Serial #

Device type and ID

Date and Time

ROM Code

Serial #

Installed or Removed

A phoneís record is selected by phone number from a pull-down menu. The records may also be searched in the Phone List window by either the Location Name or the Description field (depending on which of the two is specified in the Preferences). To open the Phone List window, click on the ellipsis at the far right of the field. You may also use one of Panoramaís other search engines.