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Identifying Agents and Lines
Creating an Agent Directory
The agent directory is the master list of all CMS agents. Each agent entry
includes the first name, last name, and unique ID of up to five characters.
The ID identifies the agent for making changes to the directory and in all
exception messages.
To create an agent directory, display the Agent Directory screen by pressing
[F2]
(Agent Directory) on the CMS Administration Menu. If this is an initial ins-
tallation, the screen is blank (Figure 5-2). Figure 5-3 shows a completed
screen.
Bon Voyage Travel
ADMIN CMS R3.0 7:53P 03/04
AGENT DIRECTORY
Last Name
First
ID
Last Name
First
ID
F Cancel
FPrevious F
Next F Enter
1 Prompt
5 Field 6 Field
8 Data
Figure 5-2. Agent Directory Screen
Creating an Agent Directory
5-3
- Call Management System 1
- Contents 3
- About This Guide 10
- Documentation Conventions 11
- Related Documents 12
- Basic Terms and Key Concepts 13
- Programming the MERLIN 17
- LEGEND System for CMS 17
- Before You Begin 18
- [ [ ↵ ↵ ]] 19
- Setting Basic System 20
- Operating Conditions 20
- System Renumbering 21
- IMPORTANT 22
- Transfer Return Time 24
- Transfer Audible 25
- Extension Status 25
- Setting Up Lines 26
- Trunks, and Pools for CMS 26
- Remove CMS Lines, External 27
- Program T1 Lines 29
- Program Loop-Start Lines 30
- Program Ground-Start 30
- The system will restart 31
- Copy Line 33
- Assignments to CMS PC Ports 33
- Set CMS Supervisor to No Ring 34
- Assign Feature Button 35
- Setting Up Agent Telephones 36
- ❑ ❑ ❑ ❑ ❑ ❑ 38
- Setting Up the Fallback Plan 40
- MLX-20L PC 42
- Assign Coverage Group 43
- ❑ ❑ ❑ 44
- Set Group Coverage Delay 45
- Setting Up Optional 46
- Equipment and Features 46
- ❑ ❑ ❑ ❑ 47
- Top Sys Prog 48
- ❑ ❑ ❑ 49
- CMS Supervisor Features 50
- Transfer-to-Split 54
- Transfer-to-Queue 56
- All-Ring Operation 57
- Installing the Hardware 58
- MERLIN LEGEND Hardware 59
- CMS Hardware-Required 59
- Description 60
- CMS Hardware-Optional 61
- Installation Procedures 63
- Installing the External Alert 66
- Board DIP Switch Setting 68
- DIP Switch 68
- Settings for CMS 68
- Changing the VDC 600 68
- Connecting CU1 and CU2 to 69
- To operator port 18 70
- To Operator port 22 70
- Connecting the Voice 71
- Announcement Unit 71
- Required Setting 72
- To video port 73
- To AC outlet 73
- To monitor 1 73
- To monitor 2 73
- Installing Loop-Backs 73
- Figure 2-6. Loop-Back 74
- Installing the Software 75
- Installing MS-DOS 76
- Installing the CMS Software 77
- A> prompt appears 79
- CMS Programming Basics 80
- Figure 4-1. CMS Main Menu 81
- Moving Between CMS Screens 82
- Entering and Editing Data 84
- ANSWER DELAY: 85
- Group Letter: _ 85
- How Many Seconds: _____ 85
- Guidelines for Entering Data 86
- Alternate Editing Keys 87
- Simple Editing Procedures 87
- Leaving CMS 88
- Identifying Agents and Lines 89
- Creating an Agent Directory 91
- Programming CMS Lines 94
- Adding Lines 95
- Identifying Priority Lines 96
- Building a 98
- Selecting a Configuration 100
- Assigning Splits 101
- 6-6 Assigning Splits 103
- Programming Call Flow 106
- Figure 6-5. Call Flow Screen 107
- Setting All-Ring Operation 109
- Setting the Intraflow 109
- Threshold (Optional) 109
- Naming and Saving 110
- Saving a Split Configuration 111
- Choosing a 112
- Start-Up Configuration 112
- Shift Configuration 113
- 6-16 113
- Testing CMS 114
- Startup Test 115
- Line Status Test 116
- Cnct to Idle 117
- Agent Status Test 118
- Voice Announcement Unit Test 119
- Intraflow Test 120
- Customizing CMS 122
- Getting Started 123
- Setting CMS System Options 124
- Alarm On/Off 125
- Delay Message Length 125
- Business Name 126
- Troubleshooting 127
- Error Messages 128
- Possible Cause 129
- Corrective Action 129
- Warning Messages 133
- System Errors 140
- Other Messages 142
- Other Problems 144
- Agent Problems 147
- External Alert Problems 151
- Fallback Plan 153
- ❑ ❑ ❑ ❑ 153
- Guide to CMS Screens 154
- Figure A-1. CMS Programming 155
- Upgrade Information 157
- MS-DOS 3.3 158
- MERLIN LEGEND 159
- CMS Factory Settings 159
- Glossary 161
- FCC Notification 175
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