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VIPedge
Using Companion Applications
Calls Display Area
Functions
178
This area shows each call that is either (1) yet to be placed or (2) that has
already been completed. The available columns include:
Date – this column shows the date the call is to be placed or when the call
•
was completed.
Time – this column shows the time the call is to be placed or was
•
completed.
Status – the status of the call. If this is blank the call is not due yet. Other
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status values include:
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Due Now – The time has arrived for this call to be placed.
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Overdue – This call has not yet been placed and it is overdue.
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Done – This call has been completed.
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DISABLED – This call is disabled. It will not be placed until it is
enabled.
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In Progress – This call is underway.
Name – the name of the person to be called.
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Phone – the phone number to be dialed.
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Account – this shows the account code, if any, for this call. Often an
•
account code is used to indicate something about the call like: the
customer ID, the result code of the call (i.e. "order was placed", "needs
follow-up", "unable to reach – party was busy"), etc. This account code
will be attached to the call when this call is placed.
Subject – this column shows the 'subject' of the call. This information can
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be added/changed up until the call is placed, at which time this
information is attached to the subject field of the call.
Last Result – If the call has been placed and it is either successfully
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completed or will try again later, this field shows what happened on the
last attempt. The user chooses these result values after each call is
completed:
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Completed
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Busy
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Left a Message
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No Answer
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Wrong Number
When you have selected an entry in the Calls you can change the entry by
simply double-clicking on the desired entry.
However, if you right-click on the entry, additional menu options will appear to
show other functions you may want to perform:
Call Now – immediately place this call. This can be used even if the
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power dialer has been disabled.
Edit – Allows you to Add, Change, Delete, and Copy individual entries.
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Entries can also be added using drag-and-drop and/or by importing.
Lookup in Outlook – lookup this number in Microsoft Outlook and open
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the matching contact.
TOSHIBA
VIPedge UG
12/12
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