Utilities
Issue 1 January 1997
5-3
Call Record Edit
Purpose
To correct information and/or to add call records to the current period’s database and
to change its summary statistics.
Dialog
Box
Summary of Procedures (Call Record Edit)
1.
From the Utilities menu, select Call Record Edit.
2.
To search for existing call records, enter and/or select an Extension, Date,
and/or Account Code, then select Search.
3.
Matching calls will be queued for display in the Call Record Information box. Use
Next or Previous to move through the queue.
4.
To change information on the display or to add a new record, use Add or Edit,
then enter and/or select the appropriate field values.
To avoid unreliable data in your summary statistics, enter dates within the
current accounting period.
5.
When complete, select Apply (Reset cancels changes); use Close to exit.
6.
We recommend you perform a Rebuild Internal Summaries after editing call
records (see Database File Maintenance later in this chapter).