Set Up an Auto Poll

1. Select Polling Actions from the Communications button.

2. Click the New Record button.

3. Name the new record, then click OK.

4. Click the checkboxes next to the activities to be done in the Auto Poll.

5. Click the Save button.

6. Repeat steps 2 through 5 as necessary.

7. Click the Close button.

Create an Auto Polling schedule. If one already exists that has the desired Communication Activity records and the desired times, skip this step.

1. Select Automatic Polling from the Communications button.

2. Click the New Record button.

3. Name the new record, then click OK.

4. Under the Daily, Weekly, and Monthly sections, select the Polling Actions records where appropriate, and after each selection, set the time. In the Monthly section, also Set the Day of the Month

5. Click the Save button.

6. Click the Close button.

Assign the Auto Polling record to the phones that are to be polled using this schedule.

1. Click the Phones & Customers button.

2. Click the Global Edit button.

3. Select the phones to which the new Auto Polling record will be assigned (select List from the Phone pull-down menu), or select the criteria for the phone records by selecting items from the From column. See the help for the Global Edit window for more information.

4. In the To column and the Out Poll row, select the Auto Poll record by the name it was given in step 3 of the Create an Auto Polling schedule section above.

5. Optional: Click the Gauge Updates button to find out how many records will be effected by this change.

6. Click the Apply Updates button. Panorama states how many records were changed.

The phones that were updated by the Global Edit will now be polled as determined above.

Note: If this is the first Automatic Poll created, some other things may need to be done. Please see the section Set up Panorama Dialing.