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Tality Manual

1. e Report Output where would you like to direct the output to Printer or Screen not available for some reports e Report Type would you like to run Detailed report or Summary not available for some reports e Page Break would you like to have page breaks in your reports not available for some reports 5 Pull down the Select Calls list by clicking on the down arrow and choose the appropriate period for your report If you would like to enter the dates yourself select Date Range from the listing This will activate Dates fields and enable you to make an entry 6 Byclicking on the command buttons corresponding to either Department or User you can invoke the Department or User listings respectively The same applies to Ext Room Trunk and Authorization Codes Arnold Brad Egidio Donn Gaeta Frank Goldman Jill Karpilovsky Mark Larsen Sandi Litak Agnes Shevelev Michael Spaldo Mark Tsintsadze George Uhrig George AddTolist 7 Both of the listings work in the same manner They consist of two scroll windows One with Available items the other with Selected items You can move items from one window to the other by clicking on the command buttons placed between them These are the buttons Move gt Remove used to move remove items one by one Move All gt Remove All gt used to move remove all items at the same time You can also move items between windows by double clicking on a given nam
2. Click on Optimize The Optimize Utility screen will appear 3 Click on OK to proceed with the operation 4 When finished the program will notify you with the message Optimize completed 60 Controls TALITY Software License Agreement Contents TO PERSONS WHO PURCHASE OR USE THIS SOFTWARE Carefully read all the terms and conditions of this agreement before opening this package Opening of this package indicates your acceptance of the terms and conditions of this License Agreement Parties The Licenser is TRISYS INC 215 Ridgedale Avenue Florham Park NJ 07932 and you are the Licensee 1 Grant of License The Licensor grants to the Licensee a non transferable non exclusive non assignable license to use the copyright materials and programs as set forth herein for the purposes stated herein and none other The licensed program materials are identified as TALITY 2 Identification of Materials Subject to the License The copyright materials and programs are identified as the program materials and include the program diskette and the documentation manual 3 Modification of the Program s Licensee may not alter amend change or otherwise modify the program and any such change voids the license effective as of the date of the licensee s first receipt of the program materials 4 No Copying Allowed All program materials have been provided to the Licensee upon the strict condition that they may not be copied
3. Recosting 42 Reports 32 Generating Reports 33 S Setting up SMDR Monitor 6 Setting up TALITY 8 Settings 24 SMDR Monitor 23 Action 23 PBX 25 Settings 24 Software License Agreement 61 Surcharge 39 System Access 51 System Parameters 48 System Requirements 2 T Technical Support 64 Telephone Filter 57 Troubleshooting 64 Trunks 44
4. administrators heirs and assigns 9 Remedy Limitation of Damages The Licensee s obligations under this License are of a special and unique character which gives them a particular value and the Licensor cannot be reasonably or adequately compensated in damages in an action at law in the event of the Licensee s breach of this License Therefore the Licensee expressly agrees that the Licensor shall be entitled to injunctive and other equitable relief in the event of such breach or threatened breach in addition to any other rights or remedies which the Licensor may possess Licensor s entire obligation and Licensee s exclusive remedy shall be the replacement by the Licensor of the diskette and or backup diskette supplied if defective in materials or workmanship IN NO EVENT SHALL THE LICENSER BE LIABLE FOR DIRECT INDIRECT INCIDENTAL CONSEQUENTIAL OR SPECIAL DAMAGES ARISING OUT OF THIS LICENSE OR THE USE OR NON USE OF THE PROGRAM MATERIALS OR THE EXISTENCE FURNISHING FUNCTIONING OR THE USE BY THE LICENSEE OF THE PROGRAM MATERIALS AS LICENSED HEREIN The Licensee agrees that the Licensor s liability arising out of strict liability negligence 62 Software License Agreement TALITY tort or warranty shall not exceed any amounts paid by the Licensee for the program materials 10 Indemnification Licensor at its own expense will defend the Licensee in any action brought against same to the extent that said action is based on a clai
5. 1 Bring up a desired record by using Edit button see To edit an existing trunk 2 Click on Delete button 3 TALITY prompts you to confirm deletion with the message Click on OK The record is deleted TALITY Pricing 45 Controls Call Editor The Call Editor allows you to modify existing call records as well as add information for calls made outside your telephone system Once you have entered the information the changes are permanent Accessing Call Editor 1 Open the Controls menu 2 Click on the Call Editor Call Editor screen appears 3 Setthe selection criteria following the steps 3 5 to 10 of the REPORTS section Click on OK when done Call Editor screen shows up Call Editor Screen expands to the right with more information To move to the right of screen use Tab key or scroll bar to move to the left of screen use Shift Tab key or scroll bar To edit call information highlight record to be changed and overwrite existing values with new ones Every field can be edited Components of a Call Record Date Date of Call provided by either Telephone system or computer depends on the Telephone system Time Time of Call provided by Telephone system Hours Minutes Seconds Length of Call provided by Telephone system Extension Extension that either originated or terminated a phone call Trunk Although this information is provided by the Telephone system it must be entered during the configur
6. Data esee nennen 43 Import Destination File Data 44 debit 44 Call Editor REROT IE 46 System Parameters OH Deer ss 48 SysteM ACCESS ie ien ien e Dp Te TORRE P Dr eerie 51 Property Management System 52 Telepbone Filter eon itr Deme terr 57 Archive Calls 60 Optimize vss ek ein nie ii ciate Seis Reet Selatan hey 60 Software License Agreement OL Contents ic ep IDEM NA 61 Technical Suppolt iac cese ced aesencncecdseascucndvancudtanancacne Technical Support from Trisys Inc 64 Troubleshooting aspe eot spite ORO deos 64 WAG OX dE REN ii Introduction TALITY Introduction Introduction Overview TALITY is a call management and accounting software package designed to report on phone activity of a business The program s interface is user friendly and the amount of data entry is reduced to the minimum in order to fit the busy schedules of the personnel and practically eliminate software training In a very smooth consistent and comprehensible way our product deals with the check in and billing procedures report printing surcharges multipliers pricing etc Here are just some of the features e P M S Interface for all Property Management Systems on the market today Credit limit e Fully flexible pricing with surcharges e Multiple extension assignment under on
7. International Local 00 411 Calls 00 NPA 555 Calls 00 800 888 NXX Calls 00 700 NXX Calls 00 NP 976 Calls 00 900 NXX Calls 00 877 NXX Calls 00 0 tals 00 0 3 e e clo e J e e 07 05 00 00 e In the appropriate cells enter the surcharge values for guests calls Click on OK to save changes our example the surcharges are as follows Operator Calls all 0 calls have 30 seconds Grace Period all calls that are 30 seconds or shorter will be ignored however call that lasted for 31 seconds will be processed as a 31 seconds call You can include this type of calls in Custom Pricing and enter the pricing information for them there Following our example each operator assisted call will be priced as follows the actual cost from the Custom Pricing if any plus 50 cents per call plus 50 cents for each minute Long Distance Calls have 30 seconds Grace Period and they will be priced as follows Getting Started 17 the long distance rate taken either from V amp H pricing files or from the Custom Pricing plus 2 dollars per call plus 50 cents for each multiplied by 20 e International Calls grace period is 50 seconds and they will be priced as follows the long distance rate taken either from V amp H pricing files or from the Custom Pricing plus 3 dollars per call plus 50 cents for each minute multiplied by 35 e Forallthe calls below
8. Not Print Zero Cost Calls on Bill Still print Bill when Guest User owes recurring charge ONLY Remove Guest User After Billing Default Report Header Financial Northeastern Companies Report Footer 2 Enter appropriate values and descriptions for your system using the guidelines below TELEPHONE SYSTEM field allows you to change the make and the model of the telephone system to which TALITY is connected Press on the down arrow of the Telephone System text box to invoke the list of the available telephone systems Click on the name of your phone equipment USE DATE FROM The date information comes from either the telephone system or the clock in your PC You should select Computer only if you have a clock calendar in your PC or if your phone equipment does not generate date information on the SMDR output STORE CALLS select what type of calls TALITY will process Outgoing Calls Only Incoming Calls Only or Both MINIMUM CALL LENGTH TALITY will store only calls that are longer than 8 Getting Started TALITY specified time CUSTOM PRICING INCREMENTS If Default Pricing is used to price the calls this feature specifies in how many seconds per increment TALITY will price calls This option does not apply to V amp H pricing table if you are using one Click on First Minute and enter a number of seconds click on Next Minute and enter a number of seconds for each additional minute ADDITIONAL PARAMETERS YOUR T
9. will stop functioning if you fail to do so within 30 days from the date of installation For registration instructions refer to the Registration txt file on the CD or the company website www trisys com option Registration 10 When installation is completed the setup program displays a message Tality Setup was completed successfully Click on OK It is recommended to restart the computer Registration Itis very important to register your software promptly otherwise it will stop functioning within 30 days from the date of installation For registration instructions referto the Registation txt file on the CD orthe company website www trisys com option Registration TALITY Installation 5 Getling Started Seng up SMDR Monitor Assuming you have restarted the computer SMDR Monitor should start automatically and run minimized Restore Monitor s window 2 Click on the Action menu Check if SMDR Monitor is connected to COM port Connect option is dimmed If it is connected click on Disconnect otherwise proceed with pt 3 3 OpenSettings SMDR Monitor32 Settings Monitor COM Port Options Display Options Pott com z Autowrap Baud Rate Add Line Feed Data Bits 7 Parity JEven Stop Bits fi Flow Ctr DTR DSR RTS CTS XON XOFF Cancel COM Buffer Size 256 Control Options Display Errors Write Log File TELMSG DAT Always on Top Setting up Monitor Sett
10. 200 C Phone System Price Calls Every 15 Minutes Default Credit Limit 50 00 Store Calls Full Access Password Second Level Password Both Third Level Password Report Page Length 60 Lines C Qutgoing Calls Only Save Archived Calls Months C Incoming Calls Only Day hh mm IV Auto Archive Optimize Run on at Miri Eal Length 7 Show Authorization Code On Reports ls hh mm ss I Price Operator Calls Tax Description 00 00 00 IV Surcharge Operator Calls 156 002 Disable V H Pricing 2 3002 Disable Credit Limit Checking 3 10 00 First Minute 6 Secs Separate V H Long Distance and International Rates Next Minute 6 Secs Do Not Print Zero Cost Calls on Bill Still print Bill when Guest User owes recurring charge ONLY Remove Guest User After Billing Default Report Header Financial Northeastern Companies Cancel ReportFooter 5 1 A LE 3 Enter appropriate values and descriptions for your system using the guidelines below Custom Pricing Increments TELEPHONE SYSTEM field allows you to change the make and model of the telephone system to which TALITY is connected Press on the down arrow of the Telephone System text box to invoke the list of available telephone systems Click on the name of your phone equipment USE DATE FROM The date information will come from either the telephone system or the clock in your PC You should select Computer only i
11. CHARGE ONLY REMOVE GUEST USER AFTER BILLING DEFAULT SHOW AUTHORIZATION CODES ON REPORTS will suppress your organization s authorization codes on reports if you enter N for No To display the authorization codes on your reports enter Y for Yes TAX and DESCRIPTION TALITY can apply up to three different taxes to the telephone call s cost You may also change descriptions that would show on the billing report REPORT HEADER use this field to enter the name and address of your property that would print on guests bills as well as reports REPORT FOOTER will show on the bottom of your billing reports 3 save changes click on OK 10 o Getting Started TALITY PMS parameters Open Controls menu Click on Property Management System Property Management System screen appears Property Mameagement Sysben Baud aeons Trane Admin extensions In Property Managemen System Parity rem Dais Din a Do Mot Print D Prim AB Posted aed Lnpasiad Racorda C Punt Lnpeastad Racorda Only H Transmit EH I5 bedore mich call record Maximum oltemgts to imesmit ENG 05h 15 Hone O OBODfLURC Black Cuniral Lissgitudinnl Redundancy Chick C CAC Cyclic Figdeedancy Chuck nibemqis in transmit call pocord Maximum tima Ir weit for ACKJMAK Eus Maximum delay beberan call racorda Seca 158 3 Click on the down arrow of the System box to invoke the list of the available systems 4 Cho
12. Changing a record 1 Place the cursor in a field you want to edit Type in the new values 2 Click on OK to save changes and exit Deleting a record Click anywhere on a record to be deleted and click on Delete button The record is deleted Import V amp H Pricing Data TALITY Pricing 43 This utility enables you to import updated V amp H Pricing Files The V amp H Pricing files have to be saved in the TALITY directory for this utility to work 1 Click on the Pricing the Main Menu 2 Click on Import V amp H Pricing Data The message This process will load V amp H Pricing data appears 3 Click on OK if you want to proceed Cancel if you want to abort 4 The message This process will overwrite current pricing information may appear Press Enter to OK If message V amp H PRICING FILES NOTFOUND IN THE TALITY DIREC TORY appears make sure that the updated file are in TALITY directory and that you have entered correcttelephone number i e 201 593 1212 if your Pricing files are 201 593 area and exchange code on System Parameters Screen Import Destination File Data Occasionally you may purchase or receive from your dealer a new City and State Database This file needs to be imported using the Import Destination File Data utility The Destination File Data files have to be saved in the TALITY directory for this utility to work 1 Click on the Pricing menu option 2 Click on Import Destinatio
13. ELEPHONE NUMBER Enter your company s main telephone number DO NOT USE 800 NUMBERS PRICE CALLS EVERY This field defines the time interval for automatic pricing updates The time interval refers to a time during which NO KEYS WERE PRESSED ON THE KEYBOARD AND THERE WAS NO MOUSE ACTIVITY For example if you define this field as 15 then every 15 minutes the system will process calls that came in since the last update providing the keyboard wasn t touched While the processing takes place a window will pop up with the message PROCESSING CALLS PLEASE DO NOT TOUCH THE KEYBOARD OR THE MOUSE Note In the event that any of TALITY pull down menus are displayed i e Controls or Administration automatic call updates will not work Only the Main Screen can be displayed DEFAULT CREDIT LIMIT This field defines the default guest credit limit amount for all guests This amount is displayed in the Users screen and it can be changed if desired If any guest exceeds the credit limit defined in this field TALITY will notify you FULL ACCESS PASSWORD Type up to 6 characters for a password It will make all features of TALITY available to the user of this password SECOND LEVEL PASSWORD Type up to 6 characters for a second level password THIRD LEVEL PASSWORD Type up to 6 characters for a password that would not let user change Controls and Pricing in TALITY REPORT PAGE LENGTH Indicate how many lines you would like to have pe
14. IMPORTANT Registration Settings SERIAL NUMBER COMPUTER ID REGISTRATION NUMBER Once you have your TALITY software functioning properly copy your phone system settings onto this page and save it for future reference PORT SPEED PARITY DATA BITS STOP BITS PBX TYPE DATE SELECTION PBX OR COMPUTER Contents IntroductiOni iiiiuiecieine iiie ia esr arn teeta dea Introduction 1 System Requirements enne nennen trennen rennen 2 Snai o a O E C Before installing your software essseeesseesesesesreereseeeresrerreresrreresresrsseeees 3 Installing TALITY nee erret e oret ier eee rotes 4 RepistratlODr e eene et d een e e eite petes 5 Getting Started eI MI Setting up SMDR Monitor oe eee ceeeeeeeeeeeeceeeceeeeeeeeseeeeeeenseenaees 6 Setting up TALITY erect rtp petes 8 Controls eb eO Pede pe 8 xU a Pe eee dia ed 15 Ci est USGE ese Rae Ue Rute ROMS 21 OVerVIe Win etii eco ieiteteet edito ti exea te tele uide ta Gin Sane A aG 23 uen ie leise udi iei 23 COVELVIE W 8 os coe ees Sinn Sele cehacs 32 Generating Reports 1 tete rto ter teret poe etti io te ots 33 Introduction e i Edit Destination tre err de eee te e 42 Import V amp H Pricing
15. ITY Telephone Fitter 1l Click on the Controls menu option 2 Select Telephone Filter and click on it The Telephone Filter screen appears nbephone Filter Pron F 3 Reprements paa disgil of the ndual talaphosa number 00 9 nne in ane conmespordence it di Represents aay one al 0 3 4 Ignore nil characters iram this poston The Telephone Filter is comprised of two functions One function provides a method of defining whether or not certain types of calls based on the dialing pattern are to be priced For example if you define a local call dialing pattern with Price field left empty no costing information will apply to those calls If you define another type of call with Price field checked those calls will be priced accordingly The second function of the Telephone Filter enables you to separate the actual telephone number from the rest of the characters that have been keyed in through a telephone keypad or output by your telephone system It will read the SMDR input data and strip off the numbers not related to actual telephone number digits After TALITY has been installed and some calls have come in use the Phone Activity by Date report to check for calls that have not been recognized by the program You can then determine if you should make changes to the Telephone Filter screen Dialed Pattern is a special sequence of the characters tha
16. Licensee returns complete TALITY with a dated proof of purchase to Licensor within 3 years of delivery These are the sole remedies for any breach of warranty Licensee agrees that Licensor s liability arising out of contract negligence strict liability in tort or warranty shall not exceed the then existing dealer s cost of TALITY at the time of the claim or the purchase whichever is less Except as specifically provided above Licensor makes no warranty or representation either express or implied with respect to the software or documentation including their quality performance merchantability or fitness for a particular purpose THE ABOVEIS A LIMITED WARRANTY AND IT IS THE ONLY WARRANTY MADE BY LICENSOR LICENSOR MAKES AND LICENSEE RECEIVES NO WARRANTY EXPRESS OR IMPLIED AND THERE ARE EXPRESSLY EXCLUDED ALL WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE LICENSOR SHALL HAVE NO LIABILITY WITH RESPECT TO ITS OBLIGATIONS UNDER THIS AGREEMENT FOR CONSEQUENTIAL EXEMPLARY OR INCIDENTAL DAMAGES EVEN IF IT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES THE STATED EXPRESS WARRANTY IS IN LIEU OF ALL LIABILITIES OR OBLIGATIONS OF LICENSOR FOR DAMAGES ARISING OUT OF OR IN CONNECTION WITH THE DELIVERY USE OR PERFORMANCE OF TALITY 8 Governing Law This Agreement shall be governed by the laws of the State of New Jersey and of the United States where applicable and shall inure to the benefit the Licensor its successors
17. Recosting if for some reason calls didn t get priced the first time which would apply originally selected Carrier and Surcharge Accessing recosting 1 Open the Pricing pull down menu and click on Recosting The Recosting window shows up on the screen 2 Select the Quick Recost option button to recost your calls using originally selected carrier and Surcharge OR Select the Percentage Adjustment option button to recost your calls using either or percentage adjustment Note that Actual Cost and Guest Charges options become available 3 Actual Cost is the cost applied by the V amp H rate tables or Custom Pricing It is the actual cost of the telephone call before any surcharges or multipliers are added 4 Guest Charges is the cost after surcharges and or multipliers are applied 1 it includes the actual cost of the telephone call plus additional costs 5 After you have made appropriate selection click on OK The screen similar to the report screen will appear It enables you to select the records that you would like to recost Enter criteria following steps 3 5 to 10 of the REPORTS section Click on OK to start recosting TALITY will prompt you with the message for confirmation Click on OK and program will recost selected call records Edit Destination File The Destination File contains most of the area codes and exchanges along with city and state names that may be directly dialed from your area code You can create a new e
18. THE TALITY DIREC TORY appears make sure that the updated file are in TALITY directory and that you have entered conecttelephone number i e 201 593 1212 if your Pricing files are 201 593 area and exchange code on System Parameters Screen Trunks Trunks screen enables you to edit to delete or to add new trunk Open Pricing Click on Trunks Trunks screen appears TALITY Getting Started e 19 Depending on if you are editing or entering new record the screen mode indicator changes from Edit to New Edit Trunk 110 Carrier DIRECT DIAL RATES iv eat fj Conca Trunk number Carrier description 1 Click on New button Enter trunk number in the Trunk text box 2 Click on a down arrow of the Carrier text box to invoke a list of carriers Choose the appropriate carrier 3 Click on OK to save the changes The message Information Saved will appear in the left corner of your main screen 20 Getting Started TALITY Guest User Enter all the extensions and rooms you can do it in the format Room extension number you bill for 1 2 Click on the Guest User menu option Click on Add Guest User The Add Guest User screen appears By default the Add Guest User screen is set for new Guest User entry Add Guest User Last Firat MI Name ee Room Extonsions Authorization Code Always Store With Call Time 12716 2003 User Depart
19. TTTTTT 1 203 589 1212 TTTTTTTTTTT 0 203 589 1212 TTTTTTTTTTT 203 589 1212 TTTTTTTTTT 1 865 4156 Intralata TTTTTTTT 0 865 4156 TTTTTTTT 10244 1 677 3100 IONNNTTTTTTTT 10244 0 677 3100 IONNNTTTTTTTT 10288 1 203 589 1212 IONNNTTTTTTTTTTT 10288 0 203 589 1212 IONNNTTTTTTTTTTT 4994 1 212 655 0909 4994TTTTTTTTTTT To access a specific long distance trunk e g AT amp T or MCI Sprint 01 49 81552203 DO NOT CREATE ANY International operator PATTERN assisted call Controls 59 011 49 81552203 DO NOT CREATE ANY International call PATTERN 3 Enter required dialing patterns 4 Click on OK to save the changes Archive Calls This facility will move selected call records from TALITY database to the archive file Accessing Archive Calls screen 1 Choose Controls Archive Calls 2 Archive Calls screen appears In order to set the appropriate criteria follow steps 3 5 to 10 REPORTS section Click on OK TALITY will prompt you for confirmation of an archive process BU Click on OK to proceed with archiving When the process is finished the program notifies you with the appropriate message Optimize The Optimize function is very important It removes all deleted records from the files and rebuilds all database indexes therefore improving overall performance It is recommended that you run this utility once a month to keep your TALITY System running efficiently Accessing Optimize Utility screen 1 Open Controls menu 2
20. The program materials have been provided to the Licensee upon the strict condition that they may not be distributed or modified in any way without the prior written approval of the Licensor Any copies other than as set forth herein are illegal and will cause the License to be breached automatically 5 Ownership of the Program Licensee acknowledges that the program materials identified herein are and remain the sole and exclusive property of the Licensor The program materials may not be resold given or otherwise transmitted by the Licensee to any other third party or parties or reused by the Licensee in any other application without the express written consent of the Licensor LICENSEE MAY NOT COPY MODIFY TRANSFER OR TRANSLATE THE PROGRAMS OR RELATED DOCUMENTATION EXCEPT AS EXPRESSLY PROVIDED FOR IN THIS AGREEMENT 6 Copyright The program materials are copyrighted All other copies of the programs and their related documentation in the possession of the Licensee are in violation of this license and TALITY Software License Agreemente 61 Licensee agrees to destroy them and or allow the Licensor to destroy them if the Licensee is unable or unwilling to do so 7 Warranty Licensor warrants that TALITY will substantially conform to its current published specifications when installed and will be free of defects that substantially affect system performance Licensor will correct substantial software errors at no charge provided the
21. ation of TALITY to ensure proper pricing Dir Call Type I Incoming O Outgoing 46 Controls TALITY P Outgoing calls that are not priced U Unrecognized OA Operator Assisted Area Code and Telephone Number Describes the telephone number dialed Area Area code of the dialed number Phone number Dialed phone number Actual Cost Actual cost associated with Trunks and Carriers User Charges Combination of Actual Cost and Surcharge Multiplier Authorization Code A unique identifier optionally used for administrative extensions Adding a call record 1 Click on New button 2 Type in information for a new call record 3 Click on OK Deleting a call record 1 Position cursor on the record to be deleted 2 Click on Delete button Note that call record will be deleted once you exit Call Editor Recosting a call record Position cursor on the record to be recosted 2 Click on Recost button The call record will be recosted based on the currently assigned carrier to selected record s trunk and surcharge type assigned to User 3 Toexitclick on OK TALITY Controls e 47 System Parameters The System Parameters information has to be defined before using TALITY software 1 Open Controls menu 2 Click on Systems Parameters System Parameters screen appears System Parameters Telephone System 5 Use Date From Additional Parameters Computer Your Telephone Number 973 593 8
22. cludes also a Grace Period option for all types of calls which is the minimum duration of the call that a charge would be applied to For example 00 30 sec grace period specified for Long Distance calls would not allow to apply any cost to long distance calls that are 30 seconds or shorter TALITY Pricing 39 Adding a new surcharge record 1 Click on the Pricing menu option and open Surcharge The Surcharge screen appears Surcharge Grace Surcharge MM SS PerCall Per Min Multiplier Operator Long Distance International Local 411 Calls NPA 555 Calls 800 888 NXX Calls 700 NXX Calls NP 976 Calls 900 NXX Calls 877 NXX Calls 00 0 Calls 00 0 oO OF OF olio celo oF OF oli oio eroe oj OF col OF co ce OF OF eio celo e e c2 e e e e e e E c 2 Inthe appropriate cells enter values on how you would like to surcharge your guests calls 3 Click on OK to save changes In our example the surcharges are as follows e Operator Calls all 0 calls have 30 seconds Grace Period all calls that are 30 seconds or shorter will be ignored however call that lasted for 31 seconds will be processed as a 31 seconds call You can include this type of calls in Custom Pricing and enter the pricing information for them there Following our example each operator assisted call will be priced as follows the actual cost from the Custom Pricing if any plus 50 cents per call p
23. d Tality will attempt to send it out again That is the reason you should consider the take care when setting this option and refer to the PMS documentation if necessary This option is available for the ACK NAK flow control only Maximum delay between call records Secs time interval TALITY will be waiting before sending next record This option is available for all sorts of flow control If you would like to save the settings click on OK or otherwise click on Cancel Telephone Filter TALITY Controls e 57 1 Click on Controls on the TALITY Main Menu 2 Select Telephone Filter and click on it The Telephone Filter screen appears Telephone Filter Dialed Pattern Price Dialed Pattern Price 1 TTTTTTTTTTT r TTTTTTT Iv Represents one digit of the actual telephone number 0 9 One to one correspondence is required Represents any one of 0 9 it Ignore all characters from this position The Telephone Filter is comprised of two functions One function provides a method of defining whether or not certain types of calls based on the dialing pattern are to be priced For example if you define a local call dialing pattern with Price field left empty no costing information will apply to those calls If you define another type of call with Price field checked those calls will be priced accordingly The second function of the Telephone Filter enables you to separate the actual tele
24. directly to a printer Additionally you can send the guest phone data to the PMS and the printer at the same time TALITY must have a dedicated COM Port for the collection of SMDR data from your telephone system That is why if you choose to interface with the PMS system via a COM Port Serial or RS 232 port make sure that this port doesn t conflict with the dedicated one Defining the PMS parameters 1 Open Controls menu 52 Controls TALITY 2 Click on Property Management System Property Management System screen appears raper ty fianegenmernt System Port com rj Baud Trane Admin extensions In Property Managemen System Parir Mone Lacnlnnlden ber Data Bits s Oo Mot Print o Punt AB Posted aed Unpostod Racords Sop Bite i Unpastad Records Only Transmit DHO Ir bedore mich call record Maximum ottempts to EMO 05h 353 Hone BOC ALRC Black Cuntral Lessgitudinnl Fordundany Check CRAC Cyclic Redesdancy Clerk Maem nitenmpis tn transmit call pocoed Maximum time to weit for ACK MAK DB Maximum delay beberan call racurda Seca ike Click on the down arrow of the System box to invoke the list of the available systems 3 Choose the Property Management System that the property has installed and click on it 4 Incase your Property Management System is not on the list click on the Format button The Property Management System Record Layo
25. ductions part of the System Parameters screen TALITY calculates the profit User Activity The User Activity report gives you the information regarding Users current phone charges It prints each Users name and all of his or her phone calls and their charges Actual Cost and User Charges Phone Activity by Authorization Code This report lists detailed call activity in Authorization Code Sequence Note Authorization Codes are not used everywhere If your facility is not using these codes this report will not be available Area Code Activity The Phone Activity by the Area Code report summarizes all calls by area code providing statistical data for length and cost Extension Activity The Extension Activity report lists each call made by extension Phone Activity by Date This report lists all calls made in date and time sequence for the dates selected This is like a laundry list Department Activity The Department Activity report lists the call activity for each extension within a department 32 e Reports TALITY Phone Activity by Telephone Number This report lists summary information for all calls in telephone number sequence providing statistical data for length and cost Trunk Activity The Trunk Activity report lists the call activity for each extension within a trunk 20 Longest Calls This report lists the twenty longest calls in descending sequence for the period selected 20 Most Active Extensions This report summa
26. e When you place all the 34 Reports TALITY 10 11 12 Users or Departments required for the report in Selected window click on OK to proceed You will return to the report screen Note that there are new entries in the User and the Dept text boxes that reflect your selection In case you would like to filter your report on the phone number field click on the Phone button The Phone Numbers screen appears Phone Numbers xd Area Phone Number 973 3602222 Add List 973 3602300 i Area Phone Number 35 Add the phone numbers to the Selected list by entering them in Add To List field and using Move button In order to remove the phone number from the Selected list highlight the particular number and click on Remove Select the direction of calls you want to include in the report by choosing appropriate item form the Direction pull down list Once you have entered report criteria you can save them as a filter for future usage by clicking on Predefined button at the bottom of the screen The Predefined screen comes up To save the selection you are working with click on Save and enter the name for it Once you have set up a filter it becomes available for future reports To delete the predefined selection highlight the name of the filter and click on Delete TALITY will ask you to confirm the deletion When all the settings are correct click on the OK button to run the report If t
27. e room TALITY supports e Unlimited telephone extensions e Unlimited number of telephone lines Unlimited number of users TALITY Introduction e 1 System Requirements System Requirements Pentium M I Based PC 128 MB RAM Microsoft Windows 98 NT 2000 250 MB free disk space One RS232 port connection to the PBX SMDR port Printer driver must be installed on your system Power Management feature of your system must be disabled Assumptions This manual assumes that you are familiar with using a mouse as well as with the common Microsoft Windows elements i e Scroll Bars Selecting Menu Items etc For detailed description on these elements please refer to Microsoft Windows User Guide 2 Introduction TALITY Installation Before installing your software In an effort to separate possible hardware and software issues we need to confirm the presence of clear SMDR data this will tell us if the connection between PBX and computer is intact To do that we ll use communications software called HyperTerminal which comes bundled with Microsoft Windows Please follow the steps below Click on Start Click on Programs Click on Accessories Click on HyperTerminal amp Double click Hypertrm exe Enter name for session i e SMDR Test Click OK Using the arrow on the right of Connect using select Direct to Com X where X the number of the comport connected to the PBX Click OK Configure COM Port settings as p
28. e type any adapters e PBX type name and model e Computer specs your processor type and speed e The amount of free disk space The amount of RAM Troubleshooting If Tality is running and collecting data but Pricing and Controls menu options are not accessible appear grayed out Modify the command line of the shortcut to read c tality tality exe S where c tality is the location of the Tality files Close and reopen Tality to confirm that these options are now available Communication Errors When a communications error occurs Windows locks the communications port until special function clears the error This function returns error value and COMSTAT structure that is the device status 64 Technical Support TALITY On your screen you will get the message containing the value of the error and the COMSTAT structure 16 BREAK Hardware detected a break condition 32 CTSTO CTS clear to send timeout While a character was being transmitted CTS was the duration specified by the fCtsHold member of the COMSTAT structure 2048 DNS Parallel device was not selected 64 DSRTO DSR data set ready timeout While a character was being transmitted DSR was low for the duration specified by the fDsrHold member of COMSTAT 8 FRAME Hardware detected a framing error 1024 IOE I O error occurred during an attempt to communicate with a parallel device 32768 MODE Requested mode is not supported or the idComDev paramet
29. ed to set up an administrator password first with access to TALITY Controls System Access Once any passwords are set TALITY becomes password protected and only users with access to Controls System Access can manipulate user permissions Adding a new System Access profile 1 Open the Controls menu option 2 Click on System Access System Access screen appears Sys enm Aresa Control Duscripsun Bilibrinter v Guen f User v Add east Lar Chnmge Guest j User 4 Delete ursi User Print Gall ine Guests Weer 7 Credit Limit Alert Prot Guest User Activity Phone Actiesty by Aethnrizatian Code Activity Aren Code Acre Extension Activity Phoma Activity By Date Fhona Acat By Telephone Humber Trunk Acirviby T Lnegesi Calla 20 Most Active Extensions DI Mosi Frequent Called Phone Humbera A Moet Epania Calla v Batch Billing Pricmg Cusinm Pricing Smrchargg Fimcuring Charge 1 Edit Daitatan Fila import vH Pricing Data l impor Destinaton File Trunka Conhmis Call Edit Syrom Parameters Sytem Access Conil Property dane pement System Telephone Filter Archive Colla ptmine Print Setup Help 3 Enterthe name of the user profile in the Description text box 4 Go to the Password text box and enter the password Controls 51 5 Check the appropriate permissio
30. edit Limit text box 7 Click on OK to save changes Guest User Information Click on Guest User on the main menu 2 Click on Change Guest User Information A list of guests users appears on the screen 3 You can set the list to view only guest only employees users or both by checking appropriate Show check boxes on the bottom of the screen The list can also be sorted and the sort options are implemented in the command buttons on the top of the listing Choose the desired guest user name by highlighting it and clicking on OK and proceed with the changes 28 e Guest User TALITY Change Guest User Information First Last Name 7 1L Room Extensions iam mE Authorization Code i Always Store With Call Time Guest From 13 34 Deparment OOOO O Edit Departments hRacurring Charge Apply Recurring Charge Amount Description Apply Daily Surcharge Credit Limit Current Charges Last Bil 7 7 If any of the departments need to be edited or a new department has to be added you can accomplish it by clicking on the Edit Department command button on the Guest User screen The Edit Department command button can be made available by clicking on the User option button Departments screen is displayed Click on OK to save changes Deleting Guest User 1 2 3 Click on Gue
31. er PBX specifications Click OK 9 Proceed with Step 10 unless you get a message Unable to open Com X If you see this message you will need to change the X value use a different Com Port Here is what you need to do e Click File on the Menu Bar e Click New Connection e Go back to Step 6 10 You should see Connected in the left lower corner with elapsed time counter pi Qy Uc duo cp ors ge 11 At this stage if you have everything configured properly every time you hang up after a completed call you should see legible call data displayed on the screen 12 If clear data is displayed write down communication parameters and exit HyperTerminal Now you can proceed with the installation of Trisys Inc software 13 However if NO data or garbled is displayed you may have a problem with either your cable between PBX and the Com Port or PBX s SMDR port At this stage you should contact you Phone Dealer for help TALITY Installation Installing TALITY Insert Call Accounting Software CD into the CD ROM drive Trisys StartUp 1 Manager screen is displayed If this screen is not displayed automatically then use the Run command on the Start Windows menu by typing D Startup exe where D is represents your CD ROM drive in the Open text box and clicking on OK Trisys StartUp Manager Information View Readme txt Tapit View Tapit Slide Demo View Tapit Help Install Remote Mana
32. er is invalid If set CE MODE is the only valid error 4096 OOP Parallel device signaled that it is out of paper OVERRUN Character was not read from the hardware before the next character arrived The character was lost PTO Timeout occurred during an attempt to communicate with a parallel device 128 RLSDTO RLSD receive line signal detect timeout While a character was being transmitted RLSD was low for the duration specified by the fRisdHold member of COMSTAT 1 RXOVER Receiving queue overflowed There was either no room in the input queue or a character was received after the end of file character was received 4 RXPARITY Hardware detected a parity error 256 TXFULL Transmission queue was full when a function attempted to queue a character TALITY Technical Support e 65 Index A Action 23 Archive Calls 60 Before installing your software 3 C CallEditor 46 Controls Archive Calls 60 CallEditor 46 Optimize 60 Property Management System 52 System Access 50 System Parameters 48 Telephone Filter 57 Custom Pricing 37 41 E Edit Destination File 42 G Guest User 26 Import Destination File Data 44 Import V amp H Pricing Data 43 Installing TALITY 4 Introduction 1 Optimize 60 66 Index P PBX 25 Pricing 37 Custom Pricing 37 41 Edit Destination File 42 Import Destination File Data 44 Import V amp H Pricing Data 43 Recosting 42 Surcharge 39 Trunks 44 Property Management System 52 R
33. etc It can be calculated as applied daily or monthly 1 Click on Pricing item on the TALITY main menu 18 o Getting Started TALITY 2 Select Recurring Charge click on it This will open Recurring Charge screen Recurring Charge Amount 10 00 Description Recurring Charge Apply C Daily Monthly The above example shows the Recurring Charge of 10 00 It will be added to your guest tenant bill on monthly basis Note If you want to charge the Recurring Charge you have to check Recurring Charge box on the Users screen for the particular user Otherwise Recurring Charge will not be added to the billing report 3 Enterthe value of recurring charge in Amount text box 4 Checkone of the Apply option buttons depending if you want to apply charges daily or monthly 5 Click on OK when finished Import V amp H Pricing Data If you purchased V amp H Pricing Files this utility enables you to import them The V amp H Pricing files have to be saved in the TALITY directory for this utility to work 1 Click on Pricing on the Main Menu 2 Click on Import V amp H Pricing Data The message This process will load V amp H Pricing data appears 3 Click on OK if you want to proceed Cancel if you want to abort 4 message This process will overwrite current pricing information may appear Click on OK if you want to overwrite current pricing information If message V amp H PRICING ALES NOTFOUND IN
34. extensions assigned to employees Enter the 3 character value identifying the installed location in Location Identifier field Select Print option Do Not Print PMS data will not be sent to the printer at all default setting Print All Posted and Unposted Records PMS data will be sent to the PMS and the printer at the same time Print Unposted Records Only PMS data will be sent to the printer in the event that the PMS link is broken or PMS is unavailable Depending on your Property Management System s requirements check one of the 3 option buttons in the Flow Control option group No Flow Control the Tality sends a record to PMS and does not require any acknowledgement ACK NAK sending of a call record to PMS has to be acknowledged by Tality software This is a default value XON XOFF sending of a call record to PMS has to be acknowledged by hardware ENQ check box enables you to transmit the inquiry to the PMS system before the record is sent to verify if the system is ready to receive data This option is only available with ACK NAK type of flow control Maximum attempts to transmit call record how many times Tality will attempt to send out the same call record Available only for the ACK NAK flow control Maximum time to wait for ACK NAK Secs how long Tality will wait for an acknowledgment of record receipt form PMS In case an acknowledging signal is not received on time the record is regarded as not sent an
35. f you have a clock calendar in your PC or if your phone equipment does not generate date information on the SMDR output STORE CALLS Select what type of calls TALITY will process OutgoingCalls Only Incoming Calls Only or Both MINIMUM CALL LENGTH TALITY will store only calls that are longer than specified time 48 Controls TALITY CUSTOM PRICING INCREMENTS This feature will specify in how many seconds per increment TALITY will price calls if Default Pricing is used to price the calls this option will not apply to V amp H pricing table if you are using one Click on First minute and enter a number of seconds click on Next minute and enter a number of seconds for each additional minute ADDITIONAL PARAMETERS YOUR TELEPHONE NUMBER Enter your company s main telephone number DO NOT USE 800 NUMBERS PRICE CALLS EVERY This field defines the time interval for automatic pricing updates The time interval refers to a time during which NO KEYS WERE PRESSED ON THE KEYBOARD AND THERE WAS NO MOUSE ACTIVITY For example if you define this field as 15 then every 15 minutes the system will process calls that came in since the last update providing the keyboard wasn t touched While the processing takes place a window will pop up with the message PROCESSING CALLS PLEASE DO NOT TOUCH THE KEYBOARD OR THE MOUSE Note In the event that any of TALITY s pull down menus are displayed i e Controls or Administration automat
36. ger Install Tapit Web Reports Tality Install Tality View Tality Slide Demo View Tality Help Exit StartUp Click on Install TALITY Tality Setup screen appears Click on the Continue button Tality is searching for the installed components Click on the OK button on the next screen to install Program in Tality folder on drive C or click on the Change Folder button to change a destination drive or folder must be local drive with available required free disk space 4e Installation Tality Setup screen appears Tality Setup BE To start installation click the large button Install Install T ality Folder D Tality Change Folder Exit Setup 5 Click on the Install button to continue or click on the Change Folder button to change a destination drive or folder Program installs Tality files and updates your system 6 Program displays a message asking if your Tality software has a serial number If you have a serial number click on YES otherwise click on NO and Tality will be installed as a trial version 7 displays Enter Serial Number screen Enter your software s serial number Click on OK 8 The serial number is being processed Product information message is displayed Click on OK 9 Setup program displays a registration message as a reminder to register TALITY software It is very important to register your Tality promptly since it
37. here is no records found for the specified criteria you will be prompt with the message No Matching Records Found Otherwise TALITY will proceed with generating of the report Following our screens example the below is the report that would be generated Clicking on Print button will direct the output to the printer TALITY Reports e 35 F T ality For Windows 2 14 36 Reports Arnold Brad Egidio Donn Gaeta Frank Goldman Jill Larsen Sandi Litak Agnes Misyak Diane Spaldo Mark Tsintsadze George Uhrig George Grand Total Total In Guest User Activity Summary 12701799 12 01 99 Total Calls Coming Actual Cost User Charges TALITY Pricing Overview The difference between guests and administration is very important Normally when guest s telephone activity is priced a surcharge and or multiplier is added to the actual cost of calls There are a number of components involved in pricing telephone calls These components are described in detail in this section Custom Pricing Custom Pricing screen will allow you to enter pricing information to apply cost to the outgoing calls If you do not have V amp H pricing file you will have to price all calls here In case you purchased V amp H pricing file you can overwrite its price settings by entering new prices in Custom Pricing screen and set the prices for the calls which are not included in your V amp H file i e operat
38. ic call updates will not work Only the Main Screen can be displayed DEFAULT CREDIT LIMIT This field defines the default guest credit limit amount for all guests This amount is displayed in the Users screen and it can be changed if desired If any guest exceeds the credit limit defined in this field TALITY will notify you FULL ACCESS PASSWORD Type up to 6 characters for a password It will make all features of TALITY available to the user of this password SECOND LEVEL PASSWORD Type up to 6 characters for a second level password THIRD LEVEL PASSWORD Type up to 6 characters for a password that would not let user change Controls and Pricing in TALITY REPORT PAGE LENGTH Indicate how many lines you would like to have per report page SAVE ARCHIVED CALLS FOR MONTHS after you run a billing report the old call records can be saved in an archive database as a result of running Archive utility or setting the automatic Archive Optimize option This field specifies how long would you like to keep them there While in archive database the records are available for reporting If you do not want to save call records at all enter 0 for months and records will be marked for deletion TALITY will actually delete them Controls e 49 after you run Optimize Controls Optimize AUTO ARCHIVE OPTIMIZE set this option if you would like the call records be archived and optimized periodically In our example the calls will be archived a
39. icon in the Data Bits field to select a data bits setting of the phone system Parity Click on the down arrow icon in the Parity field to select a parity setting of the phone system Stop Bits Click on the down arrow icon in the Stop Bits field to select a stop bits setting of the phone system Flow Ctrl Check an appropriate box to select a flow control parameter that may be required by the PBX refer to PBX s documentation Com Buffer Size a number of characters SMDR Monitor will hold in the memory buffer before saving data to the hard disk of the computer recommended setting is 80 24 e SMDR MONITOR TALITY Control Options Write Log File TELMSG DAT check this box if you wish TALITY to save raw SMDR information in the separate file TELMSG DAT in directory where TALITY files reside Display Errors Check this box if you wish TALITY to display communication errors in the SMDR Monitor window Always on top check this if you wish SMDR Monitor icon or window to be always on the foreground of the desktop Display Options Autowrap some PBX SMDR string is longer than can fit on the screen check this option to force the string to wrap to the next string when the right edge of the SMDR Monitor window is reached Add Line Feed Check this box if you wish to have a blank line inserted between SMDR call records it may improve readability of SMDR records displayed on the SMDR Monitor PBX Action Settings PBX For
40. ine should reflect all modifications m To save the record format for your system click on Save Make sure that you have entered format name The name of a new PMS format has to be different from any of the names listed by Tality or the program will not save it You can also use the Save As option and name new format while saving it n If you want to delete any record format bring it to the screen by clicking on Edit and choosing the format name from the list Click on Delete The program prompts you to confirm deletion Click on OK 56 e Controls TALITY 10 11 12 13 14 15 Note that Tality lets you delete only records created by you as opposed to the records listed by the program o Click on Exit to go back to Property Management System screen Now that an appropriate name for your system s record format is displayed proceed with setting up your Property Management System see the picture on page 59 Pull down the Port listing Select available COM Port or choose File If you selected File option the Select File button and the File Name text box become active You can enter the Path and the File name that your Property Management System can work with into the text box or you can browse for it by clicking on Select File button Enter communication parameters Baud rate Parity Data Bits and Stop Bits Transmit Admin extensions to Property Management System check this box if you want to process call records for
41. ings establishes proper communication between your computer and the telephone system TALITY COM Port Options Port click on the down arrow icon in the Port field to select a port on the computer the SMDR cable is connected to Baud Rate click on the down arrow icon in the Baud Rate field to select a transmission speed the phone system is set at 6 Getting Started TALITY Data Bits click on the down arrow icon in the Data Bits field to select a data bits setting of the phone system Parity click on the down arrow icon in the Parity field to select a parity setting of the phone system Stop Bits click on the down arrow icon in the Stop Bits field to select a stop bits setting of the phone system Flow Ctrl check an appropriate box to select a flow control parameter that may be required by the PBX refer to PBX s documentation Com Buffer Size a number of characters SMDR Monitor will hold in the memory buffer before saving data to the hard disk of the computer recommended setting is 80 Control Options Write Log File TELMSG DAT check this box if you wish TALITY to save raw SMDR information in the separate file TELMSG DAT in directory where TALITY files reside Display Errors check this box if you wish TALITY to display communication errors in the SMDR Monitor window Always on top check this if you wish SMDR Monitor icon or window to stay always on the foreground of the desktop Display Options Autowra
42. ion group No Flow Control the Tality sends a record to PMS and does not require any acknowledgement ACK NAK sending of a call record to PMS has to be acknowledged by Tality software This is a default value XON XOFF sending of a call record to PMS has to be acknowledged by hardware ENQ check box enables you to transmit the inquiry to the PMS system before the record is sent to verify if the system is ready to receive data This option is only available with ACK NAK type of flow control BCC Transmit Block Control Character after each call record Maximum attempts to transmit call record how many times Tality will attempt to send out the same call record Available only for the ACK NAK flow control Maximum time to wait for ACK NAK Secs how long Tality will wait for an acknowledgment of record receipt form PMS In case an acknowledging signal is not received on time the record is regarded as not sent and Tality will attempt to send it out again That is the reason you should consider the take care when setting this option and refer to the PMS documentation if necessary This option is available for the ACK NAK flow control only Maximum delay between call records Secs time interval TALITY will be waiting before sending next record This option is available for all sorts of flow control If you would like to save the settings click on OK or otherwise click on Cancel 12 e Getting Started TAL
43. lick on OK Click on Exit to go back to Property Management System screen CREATING NEW RECORD FOMAT FROM SCRATCH 1 If you decide that you would rather create a record format for your PMS from scratch click on New button and start with the blank form Fill in the name of your system in Property Management System text box The name has to be different than any name listed by the program Controls e 55 Property Management Lapoul mer Changes fir Penna ICA 1 3 IDELI 1271 IETS 02 pc aen ar Ee pes Having in mind what record format is required for your PMS refer to the PMS documentation highlight the required fields and characters in Available list box and transfer them one by one to Output box using Add button You can also remove the unwanted items from Output box by clicking on Remove or Remove AII button k Note that all changes applied to Output box are projected to the record format line located below Property Management System text box l Inorder to change settings for the properties of the items listed in Output box highlight the particular item Note that all format information is listed in Format box located to the right of Output box You can change available settings by clicking on the option buttons or changing values in the text boxes To make sure that changes take effect click on the Refresh button in the upper right corner of the screen At this time the top format l
44. list box displays the fields and characters that can be incorporated in a record format You can accomplish this task by transferring them to Output list box The way to do this is to highlight the required field and click on Add command button You can see that the given item promptly appears in Output 54 e Controls TALITY h box You can also remove any item by clicking on Remove or Remove AII You will also notice that the top format line has changed as a result of the changes performed on Output box Top format line reflects data in Output box In order to change settings for the properties of the items listed in Output box highlight the particular item Note that all format information is listed in Format box located to the right of Output box You can change available settings by clicking on the option buttons or changing values in the text boxes To make sure that changes take effect click on the Refresh button in the upper right corner of the screen At this time the top format line should reflect all modifications When finished editing you can save changes by clicking on the Save As button positioned on the bottom of the screen Note that only Save As option is available to prevent you from overwriting the original record format for the existing PMS The Save As box appears Enter the name of the PMS record format Tality will not save the format if the name duplicates another PMS format name already listed by the program C
45. ll 011 49 81552203 DO NOT CREATE ANY International call PATTERN 3 Enter any necessary dialing patterns Click on OK to save the changes Pricing Custom Pricing Custom Pricing screen will allow you to enter pricing information to apply cost to the outgoing calls If you do not have V amp H pricing file you will have to price all the calls here If the V amp H pricing file is loaded into TALITY you can overwrite price settings by entering new prices in Custom Pricing screen and set the prices for the calls which are not included in your V amp H file i e operator assisted calls 800 calls 1 Click on the Pricing and select Custom Pricing from the pull down menu Click on it 2 The Custom Pricing screen appears Custom Pring 4 E E _ _ S Pricing table has a spreadsheet layout with raw and column headings It allows you to enter prices for the first minute and next minute for three different time periods 3 Click on the New button number cell of a new row is highlighted You can start typing 4 Type in a number consisting of the area code and an exchange or a special country code in the Number Dialed field It supports partial numbers i e TALITY Getting Started e 15 00 sl ON NPA976 prices all the calls with exchange 976 for any area code 201 prices all the calls with an area code 201 for any exchange NPANXX default p
46. lus 50 cents for each minute e Long Distance Calls have 30 seconds Grace Period and they will be priced as follows the long distance rate taken either from V amp H pricing files or from the Custom Pricing plus 2 dollars per call plus 50 cents for each multiplied by 20 e International Calls grace period is 50 seconds and they will be priced as follows the long distance rate taken either from V amp H pricing files or from the Custom Pricing plus 3 dollars per call plus 50 cents for each minute multiplied by 35 e For all the calls below you can set the rate in Custom Pricing The price information from the Surcharge screen will be added on top of the Custom Pricing charges 40 e Pricing TALITY e Local Calls have no grace period and they will be priced as follows 50 cents per call e 411 Calls have no grace period and they will be priced as follows 75 cents per call e NPA 555 Calls have no grace period and they will be priced as follows 50 cents per call e 800 888 NXX Calls have no grace period They are going to be cost according to the Custom Pricing price settings Following our example there is no applicable surcharge e 700 NXX Calls have no grace period and are priced 30 cents per call e NPA 976 Calls have 30 seconds grace period and they will be priced 2 dollars per call e 900 Calls have no grace period and they will be priced as follows 5 dollars per call plus 1 dollar for each minute e empt
47. m of infringement against a patent copyright or any other property right pertaining to the program materials Licensor reserves the right to control the defense of any such claim lawsuit or other proceeding In no event shall the Licensee settle any claim lawsuit or proceeding without the prior written consent of the Licensor 11 Supersedes All Prior Agreements This license supersedes all prior understandings and agreements by and between the Licensor and Licensee related to the subject matter hereof and is intended to be the exclusive and complete statement of the parties of the terms of this license BY USING THIS SOFTWARE YOU SPECIFICALLY AND EXPRESSLY CONSENT TO THIS LICENSE AGREEMENT TALITY Software License Agreement e 63 Technical Support Technical Support from Trisys Inc Free Technical Support is available by calling 973 360 2300 to all registered users of TALITY for 30 days from the date of the first call Extended Technical Support plan is available Please contact your dealer or Trisys Inc for details Trisys Inc 215 Ridgedale Avenue Florham Park NJ 07932 Visit also Trisys Web site httpA www trisys c om when looking for help in troubleshooting your software When calling Technical Support please have the following information ready in order to expedite your call e Serial number of the TALITY software e Version number e Port Settings e Cable specifics for PBX Connection start to finish cabl
48. mat Load Telmsg dat PBX Format Click on it if you would like to select a PBX Format Load Telmsg dat Click on it if you would like to load data from Telmsg dat file Loading Telmsg dat may result in duplicate records in your TALITY database You have to disconnect Action Disconnect form the COM port before attempting loading TALITY SMDR MONITOR e 25 Guest User Overview There are two possible tenant categories Guests and Users employees TALITY creates a record for a newly checked in tenant automatically as soon as the phone activity starts for the room assigned to this individual The program assumes the tenant is a Guest and assigns him a name composed in the following manner Room extension number for example Room 214 Guests call records are monitored from that time on and he is billed according to the set rates TALITY also allows you to change the Guest s default name or apply different settings that would affect billing as well as add the employees records in order to monitor their phone activity You can do it manually throughout the Guest User screen described below The Guest User screen is designed for entering and maintenance of Guests and Employees records with their departments 26 Guest User TALITY Adding a New Guest User 1 2 Click on Guest User on the main menu Click on Add Guest User The Add Guest User screen displays Add Guest User Last First Name fl Ro
49. ment Edit LDiepartments Recurring Charge Apply Recurring Charge Amount Description O Apply Daily C Monthly Surcharge Credit Limit ee Last eit 77 3 Type the following information in the corresponding text boxes Last Name First Name Middle Initial Room number up to six different extensions for the new user and the Authorization Code if there is any Note Authorization Code overwrites the room number and extensions It is recommended to set authorization codes for all guests and employees If user is a guest check the Guest option button and fill in the time and the date of registration If user is an employee click on the Admin option button and type in Getting Started e 21 the Department ID must be previously defined In order to view the list of valid Department IDs click on a down arrow of the Department text box You can choose the desired Department by clicking on it 5 You can edit existing Department s ID by clicking on the Edit Departments command button see edit User following this section 6 If there are any Surcharges or Recurring Charges associated with the calls for this user check the adequate check boxes at the bottom of the screen In case there is a defined credit limit specify it in the Credit Limit text box 7 Click on OK to save changes 22 Getting Started TALITY SMDR MONITOR Overview SMDR Monitor is a communication program
50. n File Data The message This process will load Destination File data appears 3 Click on OK if you want to proceed Cancel if you want to abort the action 4 The message This process will overwrite current files may appear Click on OK If message DESTINATION ALES NOTFOUND IN THE TALITY DIRECTORY appears make sure thatthe updated file are in TALITY directory and that you have entered conecttelephone number i e 201 593 1212 if your pric ing files are 201 593 area and exchange code on System Parameters Screen Trunks The Trunks screen enables you to edit to delete or to add new trunk Open Pricing Click on Trunks The Trunks screen appears 44 Pricing TALITY E diit Trunk 110 Carrier DIRECT DIAL RATES iv _ j eat cance Trunk number Carrier description Adding a new tunk 1 Click on New button Enter trunk number in the Trunk text box 2 Click on a down arrow of the Carrier text box to invoke a list of carriers Choose the appropriate carrier 3 Click on OK to save the changes The message Information Saved will appear in the left corner of your main screen Editing an existing trunk 1 Click on the Edit button The list off all the trunk records appears Choose from the list and click on OK 2 Make appropriate changes and click on OK to save the changes The message Information Saved will appear in the left corner of your main screen Deleting a trunk
51. n New to create another record or OK to leave a screen and save the changes If you do not wish to save any changes click on Cancel Deleting the pricing record 1 38 Pricing Click anywhere on the record to be deleted and click on the Delete button 2 When you are done click on the OK button to save the changes and leave the screen Finding a specific record in the Number Dialed field 1 Click anywhere on Number Dialed field 2 Click on the Find button ar Find Number Enter here a value to look for Surc harge Surcharges are typically used to generate additional revenue for the establishment A Surcharge defines how calls from the extension s assigned to it are priced by using a combination of surcharges and multipliers TALITY can differentiate the following types of calls Operator Assisted Long Distance International Local 411 NPA 555 800 888 NXX 700 NXX NPA 976 and 900 NXX Surcharges and or multipliers are added to the rates present in Rate Tables for Operator Assisted Long Distance and International calls Price of these calls would equal to the following formula Long Distance Rate Per Call Surcharge Per Minute Surcharge x Multiplier Surcharges and or multipliers are NOT added to the rates present in Rate Tables for Local 411 NPA 555 800 NPA 976 and 900 calls Price of these calls would equal to the following formula Per Call Surcharge Per Minute Surcharge x Multiplier Surcharge Screen in
52. nd optimized automatically every week Run Weekly on Monday Day Mon at 2 AM hh mm 02 00 PRICE OPERATOR CALLS price the 0 calls according to the set rates SURCHARGE OPERATOR CALLS if checked the surcharges are applied to the 0 calls DISABLE V amp H PRICING DISABLE CREDIT LIMIT CHECKING SEPARATE V amp H AND LONG DISTANCE AND INTERNATIONAL RATES REMOVE USER AFTER BILLING DEFAULT if checked TALITY deletes Users name after he has been billed This is a default value DO NOT PRINT ZERO COST CALLS ON BILL if checked no cost calls for example 800 calls or some of the local ones do not appear on bills STILL PRINT BILL WHEN GUEST USER OWES RECURRING CHARGE ONLY REMOVE GUEST USER AFTER BILLING DEFAULT SHOW AUTHORIZATION CODES ON REPORTS will suppress your organization s authorization codes on reports if you enter N for No To display the authorization codes on your reports enter Y for Yes TAX and DESCRIPTION TALITY can apply up to three different taxes to the telephone call s cost You may also change descriptions that would show on the billing report REPORT HEADER use this field to enter the name and address of your property that would print on guests bills as well as reports REPORT FOOTER will show on the bottom of your billing reports 4 save changes click on OK 50 e Controls TALITY System Access Systems Access is used to set up user passwords and permissions It is strongly suggest
53. ng criteria Print Bill for a All Unbilled v 5 Select the billing period by clicking on the down arrow of the Select Date text box 6 Check the Remove guest user after billing check box in case you would like to delete the tenant after billing Click on OK The message Processing billing will pop on the screen If there are no records for this user the program will inform you with the message Otherwise the billing report will be printed and the call records will be archived This data will not be available for billing but you will be able to print reports based on it TALITY User 31 Reports Overview The reports can be created in the following output formats Screen You can view the entire report on line by paging through it Also you can use the Print button to print selected pages Printer Depending on the Printer Setup settings it provides you with a hard copy of the report or it directs your output to a file THE FOLLOWING REPORTS ARE AVAILABLE Credit Limit Alert This report is created when a User exceeds the telephone credit limit The system checks the User s telephone activity all the time If the guest has exceeded the credit limit defined either at check in time in the Users screen or the default defined in the System Parameters screen a prompt to run this report will pop up Profit This report provides management with profit information By specifying up to 3 different Tax de
54. ns for this user profile Following our example above the user profile BillPrinter has been assigned password 1234 This password is given to employees responsible for billing customers They have access to Guest User screens Guest User Activity Report Credit Limit Alert Report and Batch Billing They do not have any access to any other reports and screens 6 Click on OK to save user profile Editing System Access user profile 1 Open the Controls menu option 2 Click on System Access The System Access screen appears 3 Click on Edit The list of available user profile names appears 4 Double click on the profile name System Access Control screen displays this profile s information 5 Make appropriate changes and click on OK System Access profile Open the Controls menu option 2 Click on System Access System Access screen appears 3 Click on Edit The list of available user profile names appears 4 Double click on the profile name System Access Control screen displays this profile s information 5 Click on Delete TALITY displays the confirmation message 6 Click on OK to confirm deletion The user profile is deleted Property Management System TALITY is designed to work with your Property Management System PMS The information about your guests phone will be sent to the PMS as soon as calls are priced In the event that your PMS is down TALITY gives you an option to send PMS data
55. om Extonsions a Authorization Code Aways Store With Coll Time 12 18 2003 C User Deparment Edit LDiepariments Recurring Charge Apply Recurring Charge Amount Description Apply Daily C Monthly Surcharge Credit Limit Current Charges Last Bil 77 Type the following information in the corresponding text boxes Last Name First Name Middle Initial Room number up to six different extensions for the new user and the Authorization Code if there is any Note Authorization Code overwrites the room number and extensions It is recommended to set authorization codes for all guests and employees If the customer is a guest check the Guest option button and fill in the time and date of registration On the other hand if the customer is an employee click on the User option button and type in the Department ID must be previously defined In order to view the list of valid department IDs click on a down arrow of the Department text box You can choose the desired department by clicking on it Guesl User 27 5 You can edit existing department s ID by clicking on the Edit Departments command button see To edit User following this section 6 If there are any Surcharges or Recurring Charges associated with the calls for this user check the adequate check boxes at the bottom of the screen In case there is a defined credit limit specify it in a Cr
56. or assisted calls 800 calls 1 Click on the Pricing and select Custom Pricing from the pull down menu Click on it TALITY Pricing 37 2 Custom Pring The Custom Pricing screen appears Pricing table has a spreadsheet layout with raw and column headings It allows you to enter prices for the first minute and next minute for three different Time Periods Adding a new pricing record 1 Click on the New button number cell of a new row is highlighted You can start typing Type in a number consisting of the area code and an exchange or a special country code in the Number Dialed field It supports partial numbers i e NPA976 prices all the calls with exchange 976 for any area code 973 prices all the calls with an area code 973 for any exchange default price for all the calls L prices all local calls It overwrites V amp H prices if you have them downloaded LD prices all long distance calls It overwrites V amp H prices if you have them downloaded Type time in the first From field this would be a start time of the first time period You can move from cell to cell by pressing on Enter Type rate for the first minute in the Rate Per Minute First field Type rate for each additional minute in the Rate Per Minute Next field Enter time and rates for the next time period only if they are different Otherwise TALITY will assume that calls are priced at the same rate all day long Click o
57. ose the Property Management System that the property has installed and click on it If your Property Management System is not on the list refer to the Controls section of this manual 5 Now that an appropriate name for your system s record format is displayed proceed with setting up your Property Management System Pull down the Port listing Select available COM Port or choose File If you selected File option the Select File button and the File Name text box become active You can enter the Path and the File name that your Property Management System can work with into the text box or you can browse for it by clicking on Select File button Enter communication parameters Baud rate Parity Data Bits and Stop Bits 7 Transmit Admin extensions to Property Management System check this box if you want to process call records for extensions assigned to employees 8 Enter the 3 character value identifying the installed location in Location Identifier field TALITY Getting Started e 11 Select Print option Do Not Print PMS data will not be sent to the printer at all default setting Print All Posted and Unposted Records PMS data will be sent to the PMS and the printer at the same time Print Unposted Records Only PMS data will be sent to the printer in the event that the PMS link is broken or PMS is unavailable Depending on your Property Management System s requirements check one of the 3 option buttons in the Flow Control opt
58. p if PBX SMDR string is longer than can fit on the screen check this option to force the string to wrap to the next line Add Line feed check this box if you wish to have a blank line inserted between SMDR call records it may improve readability of SMDR records displayed on the SMDR Monitor 1 Click on OK to save the changes 2 Goto Action menu Click on Connect to establish connection with the COM port Leave the Monitor running for TALITY to collect calls TALITY Getting Started e 7 Setting up TALITY Controls System Parameters Click on Controls and open System Parameters System Parameters 1 Telephone System 29 Use Date From Additional Parameters Computer Your Telephone Number 373 593 8200 C Phone System Price Calls Every 15 Minutes Default Credit Limit Store Calls Full Access Password Second Level Passwod Both Third Level Password Report Page Length 60 Lines C Qutgoing Calls Only Save Archived Calls For Months C Incoming Calls Only Day hh mm Minimum Length M Auto Archive Optimize Run on at Show Authorization Code On Reports hh mm ss Price Operator Calls Tax Description 00 00 00 Piae de cole t emz Stete 7 Custom Pricing Increments Disable V H Pricing 2 3002 Disable Credit Limit Checking 3 _10 00 First Minute 6 Secs Separate H Long Distance and International Rates Next 6 Secs Do
59. phone number from the rest of the characters that have been keyed in through a telephone keypad or output by your telephone system It will read the SMDR input data and strip off the numbers not related to actual telephone number digits After TALITY has been installed and some calls have come in use the Phone Activity by Date report to check for calls that have not been recognized by the program You can then determine if you should make changes to the Telephone Filter screen Dialed Pattern is a special sequence of the characters that define the telephone number in the SMDR output Some examples include calls made through MCI or SPRINT calls made using a prefix and calls made to beepers The following characters are used to define the dialing patterns to the Telephone Filter function 58 o Controls TALITY Represents one digit of a telephone number any digit between 0 and 9 0 9 Any of these specific characters in the dialing pattern that correspond y 5 to the actual character that was dialed One character of the dialed character string 0 9 that is not part of the actual telephone number X Ignore all characters from this point on can be used only after the longest dialing pattern The following are examples of dialing patterns DIALED COMBINATION PATTERN 9 547 7676 Local outside call 9TTTTTTT 589 1212 TTTTTTT 9 1 203 589 1212 O9TTTTTTTTTTT 9 0 203 589 1212 OTTTTT
60. r report page SAVE ARCHIVED CALLS FOR MONTHS after you run a billing report the old call records can be saved in an archive database as a result of running Archive utility or setting the automatic Archive Optimize option This field specifies how long would you like to keep them there While in archive database the records are available for reporting If you do not want to save call records at all enter 0 for months and records will be marked for deletion TALITY will actually delete them after you run Optimize Controls Optimize TALITY Getting Started 9 AUTO ARCHIVE OPTIMIZE set this option if you would like the call records be archived and optimized periodically In our example the calls will be archived and optimized automatically every week Run Weekly on Monday Day Mon at 2 AM hh mm 02 00 PRICE OPERATOR CALLS price the 0 calls according to the set rates SURCHARGE OPERATOR CALLS if checked the surcharges are applied to the 0 calls DISABLE V amp H PRICING only if V amp H pricing files are installed DISABLE CREDIT LIMIT CHECKING SEPARATE V amp H AND LONG DISTANCE AND INTERNATIONAL RATES REMOVE USER AFTER BILLING DEFAULT if checked TALITY deletes Users name after he has been billed This is a default value DO NOT PRINT ZERO COST CALLS ON BILL if checked no cost calls for example 800 calls or some of the local ones do not appear on bills STILL PRINT BILL WHEN GUEST USER OWES RECURRING
61. rice for all the calls L local calls Pertains to all the numbers marked local Y in Local field on Destination File screen It overwrites V amp H prices if the V amp H file is loaded LD long distance any numbers not marked as local no Y in Local field on Destination File screen It overwrites V amp H prices if the V amp H file is loaded Type time in the first From field this would be a start time of the first time period Type rate for the first minute in the Rate Per Minute First field Type rate for each additional minute in the Rate Per Minute Next field Enter time and rates for the next time period only if they are different Otherwise TALITY will assume that calls are priced at the same rate all day long Click on New to create another record or OK to leave a screen and save the changes If you do not wish to save any changes click on Cancel 16 o Getting Started TALITY Surcharge Surcharges are typically used to generate additional revenue for the establishment Surcharge defines how calls are priced by using a combination of surcharges and multipliers 1 2 3 4 In Click on the Pricing menu Click on Surcharge Surcharge screen appears Surcharge Grace Surcharge MM SS Call Per Min Multiplier col n2 oj ol ol oj cll oli oi oe Bd Lex JLev Lev Lev JLev Lev Le JL Operator 00 057 Long Distance 00 3 2 00 00
62. rizes the call activity for the twenty most active extensions providing statistical data for length and cost 20 Most Frequently Called Phone Numbers This report summarizes the call activity for the twenty most frequently called telephone numbers providing statistical data for length and cost 20 Most Expensive Calls This report provides detailed information about the twenty most expensive calls Generating Reports 1 Click on the Report menu 2 Choose the name of the report you want to run Click on it The screen for the required report appears Guest User Activity Report Output Report Type Page Break Select at e From 7 7 Jae Te 7 dae Phone Ex E E AuthorzationCodes J Direction Predefined J BR Cancel 3 Ifyou have a filter that you would like to use click on the Predefined button select the filter and either double click on it or click on OK Notice the changes on your screen Check if all the criteria are correct and click on OK Depending on the settings in the Report Output field a report will be either printed or it will show up on a screen TALITY Reports e 33 In case you do not have a predefined filter you will have to enter criteria manually follow instructions below 4 Fillin settings for Report Output Report Type and Page Break by pulling down the lists of items and making the appropriate selections
63. st User on the main menu Click on Delete Guest User A list of guests users appears on the screen You can set the list to view only guest only employees users or both by checking appropriate Show check boxes on the bottom of the screen The list can also be sorted and the sort options are implemented in the command buttons on the top of the Guest User e 29 listing Choose the desired guest user name by highlighting it and clicking on OK Last First MI O Room 711 Emersion Auoizaiontode Date Time Guest From 1270171393 11 08 i iii Surcharge Recurring Charge Credit Limit 50 00 Current Charges Last Bill _ Cancer 4 Once the guest user appears on the screen you will be prompted to confirm the deletion If yes click on OK TALITY will proceed with a Guest User deletion Print Bill for Guest User 1 Click on Guest User on the main menu Click on Print Bill for Guest User A list of guests users appears on the screen 3 You can set the list to view only guest only employees users or both by checking appropriate Show check boxes on the bottom of the screen The list can also be sorted and the sort options are implemented in the command buttons on the top of the listing Choose the desired guest user name by highlighting it and clicking on OK 30 Guest User TALITY 4 Once the guest user appears on the screen you will be prompted to enter the billi
64. t define the telephone number in the SMDR output Some examples include calls made through MCI or SPRINT calls made using a prefix and calls made to beepers The following characters are used to define the dialing patterns to the Telephone Filter function TALITY Getting Started 13 Represents one digit of a telephone number any digit between 0 and 9 0 9 Any of these specific characters in the dialing pattern that correspond to the actual character that was dialed One character of the dialed character string 0 9 that is not part of the actual telephone number X Ignore all characters from this point on can be used only after the longest dialing pattern The following are examples of dialing patterns DIALED COMBINATION 9 547 7676 Local outside call 589 1212 9 1 203 589 1212 9 0 203 589 1212 1 203 589 1212 0 203 589 1212 203 589 1212 1 865 4156 Intralata 0 865 4156 10244 1 677 3100 10244 0 677 3100 10288 1 203 589 1212 10288 0 203 589 1212 4994 1 212 655 0909 PATTERN OTTTTTTT TTTTTTT OTTTTTTTTTTT OTTTTTTTTTTT TTTTTTTTTTT TTTTTTTTTTT TTTTTTTTTT TTTTTTTT TTTTTTTT IONNNTTTTTTTT IONNNTTTTTTTT IONNNTTTTTTTTTTT IONNNTTTTTTTTTTT 4994TTTTTTTTTTT To access a specific long distance trunk e g AT amp T or MCI Sprint 01 49 81552203 International operator 14 o Getting Started DO NOT CREATE ANY PATTERN assisted ca
65. that collects SMDR information generated by the PBX It can also display the SMDR information on the screen of your computer in real time in the raw format SMDR Monitor command line is added to the Microsoft Windows WIN INI file Load statement so every time Microsoft Windows is started SMDR Monitor is loaded minimized and is ready to collect call records data SMDR Monitor must be running in order for TALITY to collect call activity information To view SMDR data in real time double click on SMDR Monitor minimized icon SMDR Monitor screen is displayed 3 SMDR Monitor32 Action Settings PBX About Action CJ SMDR Monitor32 ET Settings PBX About onnect Disconnect Shift PgDn Flush ShifttHome Print Exit Connect will allow you to connect to a specified serial port see Settings Disconnect will allow you to disconnect from a specified serial port TALITY SMDR MONITOR e 23 Flush will dump any SMDR data that may be currently in SMDR Monitor buffer Print will print a content of current screen Exit will exit program TALITY will stop collecting data SMDR Monitor32 Settings Settings Com Port Options Port Click on the down arrow icon in the Port field to select a port on the computer the SMDR cable is connected to Baud Rate Click on the down arrow icon in the Baud Rate field to select a transmission speed the phone system is set at Data Bits Click on the down arrow
66. ut screen appears TALITY Controls e 53 al nim rmm dp al Cnm rer di pee Ir t Fined Length width Eben E Figh Justify D Lett Zara Fill Fill CC Mariablie Lergh This screen allows you to create the new record format that would meet the demands of your PMS It also displays information about record formats for the existing systems There are two ways to create a new record format You can either use an existing format as a template or start from scratch by pressing New In any case new format will have to meet the requirements of your PMS refer to PMS documentation for more information CREATING NEW RECORD FOMAT USING AN EXISTING FORMAT AS TEMPLATE a Incase you would like to modify the existing format and save it under a new name click on Edit Property Management Systems list comes up on a screen Highlight the name of the PMS format that you would like to make changes to and click on OK b Record Layout screen displays now a record format information about the selected system c name of the system appears on the top of the screen in Property Management System text box It is shown in red it cannot be changed as opposed to the name of a record format created by you d The line below system s name represents format of each record sent to the PMS You can manipulate the information it contains by using the controls below e Available
67. xchange or area code whenever a new one is added There is only one Destination File that is shared among all Carriers including the Default and Operator Assisted If you make a change in the Destination File it will affect all of the Carriers This is also where you identify your local exchanges Note that the installation program will identify all or most of your local exchanges Find the area code and exchange for your area Consult your local telephone book for details Under the Local field of the Destination File enter Y for YES Finding a record 1 Open the Pricing menu 42 Pricing TALITY 2 Click on the Edit Destination File to open the Destination File screen Dechmalipn File 011212 MOROCCO 011213 ALGERIA m1216 111229 BENIN 011230 011231 LIBERIA 011232 SIERRA LED 111231 GHANA 3 Click on the Find button Enter the number you would like to look for in the Find Number text box and click on OK to proceed with the search Adding new area code orexchange 1 Click on the New button TALITY places the cursor in an empty row of cells Enter the appropriate values 2 Ina Number field enter the area code and exchange or special country code for a new record Enter the description of the record under City Country Type in the state under the ST field If it is your local exchange enter Y for Yes in a Local field 3 Click on OK to save changes and exit
68. y text boxes provide you with an option of entering surcharges for the area codes and exchanges not listed on Surcharge screen For example you can include the 877 NXX calls In our example they do not have any applicable surcharge 4 Press OK to save your work and leave the screen Editing surc harges 1 Open Pricing Surcharge 2 Overwrite existing values with new ones and press OK to save changes Recuning Charge Recurring Charge is a dollar amount that would be applied as a fixed charge for such as use of the phone equipment access to multiple telephone lines etc It can be calculated as applied daily or monthly 1 Click on the Pricing menu item Recurring Charge x Amount 10 00 Description Recurring Charge Apply C Daily Monthly 2 Click on Recurring Charge This will open the Recurring Charge screen In the above example Recurring Charge is 10 00 Assuming the Recurring Charge box on the Users screen is checked it will be added to your guest tenant bill on monthly basis Otherwise User will not be charged for it 3 Enter the value of recurring charge in Amount text box TALITY Pricing 41 4 Checkone of the Apply option buttons depending if you want to apply charges daily or monthly 5 Click on OK when finished Rec osting The Recosting function allows you to recost records that were already processed You can either increase or decrease selected telephone calls by a percentage or run Quick
69. you can set the rate in Custom Pricing The price information from the Surcharge screen will be added on top of the Custom Pricing charges e Local Calls have no grace period and they will be priced as follows 50 cents per call e 411 Calls have no grace period and they will be priced as follows 75 cents per call NPA 555 Calls have no grace period and they will be priced as follows 50 cents per call e 800 888 NXX Calls have no grace period They are going to be cost according to the Custom Pricing price settings Following our example there is no applicable surcharge e 700 NXX Calls have no grace period and are priced 30 cents per call e NPA 976 Calls have 30 seconds grace period and they will be priced 2 dollars per call e 900 Calls have no grace period and they will be priced as follows 5 dollars per call plus 1 dollar for each minute e The empty text boxes provide you with an option of entering surcharges for the area codes and exchanges not listed on Surcharge screen For example you can include the 877 NXX calls In our example they do not have any applicable surcharge 5 Press OK to save your work and leave the screen Editing surcharges 1 Open Pricing menu Click on Surcharge 2 Overwrite existing values with new ones and press OK to save changes Recuning Charge Recurring Charge is a dollar amount that would be applied as a fixed charge to the use of the phone equipment access to multiple telephone lines

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