CallData™ User's Guide

Location Information

Location Information

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Location Information

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You can have multiple locations set up with CallData depending on your organization and phone system. CallData can manage multiple phone systems across multiple locations. After your location(s) have been created, you can then associate extensions with a location.

 

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Note:

Additional licenses must be purchased for additional locations.

 

To create a new location go to File > New > Location from the main menu. The Location Properties screen will open.

 

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The Location Properties screen.

The Location Properties screen.

 

Field

Description

Location ID

A unique identifier for the location.

Location Name

The name of the location.

Main Location

Check the box if this is the main location.

Phone Server IP

The IP address of the phone system for the location.

Area Code

Enter the area code for the location.

Additional Local Area Codes

Enter any additional area codes that are billed at a local rate. Enter additional area codes with a comma & no space between each one (e.g 210,830).

Address Line 1

Address Information

Address Line 2

Address Information

Address Line 3

Address Information

Address Line 4

Address Information

Invoice Image

The image that will appear on an invoice.

 

Once the location has been created, you can view the location's properties by right clicking on the location and selecting Properties. This will display the Location Properties screen, where you can edit the settings for the location.    

 

For more information on creating new departments refer to the Department Setup section.

 

Add Extensions to a Location

After adding the locations and departments that CallData will monitor, you should then associate each extension to a department. To add a new extension, go to File > New > User from the main menu. This will open the Extension Properties screen.

 

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Note:

Extensions that are automatically added, default to the "Undefined" department.

 

Extension: Enter the extension of the user.
User name: Assign a desired User Name .
Password: Choose a password.
Department: Select a department from the drop down list. The default would be Undefined department.
Location: Select a location from the drop down list.
Active: Check the box if the person has an active status.
User Level: Choose a level for each user from the given options.
Image for Live View: Choose an image for the user from the images shown.
The Extension Properties Screen.

The Extension Properties Screen.

 


See Also:

Department Setup
Call Cost Configuration
Using Setup Wizards
Import Existing Call Records
Configure Alerts
User Configuration and Security
Create a New User
Create a New Phone Number Group