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To assign the name of an employee to a caller record:
1 In the Directory list, select the employee's extension or type the employee’s extension number
in the Target list box.
2 Click the Make Caller button.
The name of the employee is assigned to the caller record and is not saved as a customer
record.
Adding notes to employee records
You can add a note to an employee record by selecting a note from a list or typing a personal note.
The note appears in the Notes column under Directory in the Attendant window.
To select from the list of notes:
1 Click an extension number in the Full, Assigned or Selected Directory views.
2 From the Note list box, click the applicable note.
The note appears in the Directory list’s Notes column.
To type a note:
1 Click an extension number in the Full, Assigned or Selected Directory views.
2 In the Note list box type a note.
3 Press the Enter key.
The note appears in the Directory list’s Notes column.
To save employee edit changes:
Note: To delete a Note, delete the information in the Note list box and
then press the Enter key.