Below the Charges section is the Other Info section. This section lists all of the information that appears in either the Other Info tab of the Add/Edit Person or Add/Edit Organization screens in the Directory database.
If you are upgrading your version of the call reporting system, all of the fields are by default selected. This is so you don’t lose any of the fields that appeared in your previous version.
To work with the Other Info section of the Configure Directory Add/Edit screen, perform the following:
If you want a field to appear in the Add/Edit Person and Add/Edit Organization screens, click the check box next to the field name.
If you don’t want a field to appear, remove the check from the check box next to the field name.
However, if none of the check boxes are selected in the Other Info section, then the Other Numbers section will not appear in the Add/Edit Person screen.
If you want to change an Other Info field name, enter the new field name in the adjacent text box. The new field name will display in the system wherever the field is used.
After making changes, click OK to save them. The OK button is active only after making a change.
If you are upgrading your version of the call reporting system, then the following will apply:
Upon closing, the call reporting system will check to see if you have chosen to hide fields that already have data in them from the previous version. At this point, one of two things will happen:
If none of the fields to be hidden have data in them, the changes are saved and the utility is exited.
If one or more fields were not selected, a dialog box will appear that says, "You have chosen not to display the following fields that may have data in them. Hiding the fields will not delete the information but it will not be visible to users. Do you wish to continue? Yes/No". At this dialog box, perform one of the following:
Click Yes to save the changes and exit the utility
Click No to return to the Configure Directory screen where you choose to have a field appear
Note: In the list of fields below, the defaults apply to a new installation of the product.
The field names that appear in the Other Info section appear below:
Billing Address: Person – unchecked by default and unless selected, that section will not appear on the Other Info tab of the Add/Edit Person screen
Billing Address: Organization – unchecked by default and unless selected, that section will not appear on the Add/Edit Organization screen
Home – unchecked by default
Mobile – unchecked by default
Fax – unchecked by default
Pager – unchecked by default
Data – unchecked by default
DID – unchecked by default
User def 1 – unchecked by default
User def 2 – unchecked by default
Alternate – unchecked by default
