Directories

Directory

The Directory provides users with a quick resource to view the subscriber information associated with a set device. The information within this list is read-only, however, if you double-click any record the Set Management window opens allowing you to make changes.

Viewing Directory Information

  1. Click Configured Items.
  2. In the Navigation pane, select Set Management > Directory.
  3. Before the Directory list populates, you must either:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. There are four views to choose from when viewing directory information:
    • Simple List – this is the default view
    • View Detailed – provides a list of with more detailed information
  1. To view the complete set information, double-click any listing.

Exporting Directory Information

  1. Click Configured Items.
  2. In the Navigation pane, select Set Management > Directory.
  3. Before the Directory list populates, you must either:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. Within the toolbar at the top of the screen, click the drop-down arrow next to Export. There are seven options to choose from, the options that you would most likely use are the following:
    • Excel (All levels) – exports all directory information to an Excel spreadsheet. If you have several records in your database, this procedure may take some time.
    • Excel (Multiple Files) – exports each set into a separate file. When you select this option, the Browse For Folder pop-up opens, within the box select the location of where you want to save the files to, and then click the Ok button. The files are created and saved in the specified location.
    • PDF (All levels) – exports all directory information to a PDF file. If you have several records in your database, this procedure may take some time.
  1. The file opens onto you screen allowing you to save or modify the file in the appropriate program.

Published Directory

Published Directory allows your operators a quick resource to view only the telephone numbers designated as published within your database. The information within this list is read-only, however, if you double-click any record the Set Management window opens allowing you to make changes.

Viewing Published Directory Information

  1. Click Configured Items.
  2. In the Navigation pane, select Set Management > Published Directory.
  3. Before the Directory list populates, you must either:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. To view the complete set information, double-click any listing.

Exporting Published Directory Information

  1. Click Configured Items.
  2. In the Navigation pane, select Set Management > Published Directory.
  3. Before the Directory list populates, you must either:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. Within the toolbar at the top of the screen, click the drop-down arrow next to Export. There are seven options to choose from, the options that you would most likely use are the following:
    • Excel (All levels) – exports all directory information to an Excel spreadsheet. If you have several records in your database, this procedure may take some time.
    • Excel (Multiple Files) – exports each set into a separate file. When you select this option, the Browse For Folder pop-up opens, within the box select the location of where you want to save the files to, and then click the Ok button. The files are created and saved in the specified location.
    • PDF (All levels) – exports all directory information to a PDF file. If you have several records in your database, this procedure may take some time.
  1. The file opens onto you screen allowing you to save or modify the file in the appropriate program.

Active Primary Published Directory

The Active Primary Published Directory displays all primary telephone numbers. The telephone number designated as a Single or Multiple Primary appearance types appear within this directory. This means that any button on the set in any location designated as those two types appear within this list.

Viewing Directory Information

  1. Click Configured Items.
  2. In the Navigation pane, select Set Management > Active Primary Published Directory.
  3. Before the Directory list populates, you must either:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. To view the complete set information, double-click any listing.

Exporting Directory Information

  1. Click Configured Items.
  2. In the Navigation pane, select Set Management > Active Primary Published Directory.
  3. Before the Directory list populates, you must either:
    • Within the search box, type any portion of the record and then click the magnifying glass.
    • Click the Show All
  1. Within the toolbar at the top of the screen, click the drop-down arrow next to Export. There are seven options to choose from, the options that you would most likely use are the following:
    • Excel (All levels) – exports all directory information to an Excel spreadsheet. If you have several records in your database, this procedure may take some time.
    • Excel (Multiple Files) – exports each set into a separate file. When you select this option, the Browse For Folder pop-up opens, within the box select the location of where you want to save the files to, and then click the Ok button. The files are created and saved in the specified location.
    • PDF (All levels) – exports all directory information to a PDF file. If you have several records in your database, this procedure may take some time.
  1. The file opens onto you screen allowing you to save or modify the file in the appropriate program.