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You must establish how your system will handle the calls processed by the Callista Call Processor.
3. Click the Call Processing tab.
4. The information displayed in the Logging Details, PABX Type, Primary Carrier and Local Exchange fields has already been established in the Call Processor and cannot be changed here.
• If your PABX does not support PIN number account code keys, check the Use Hash Key checkbox so that you can use the hash (#) key on your telephone to enter PIN numbers.
• Check the Use PIN Number checkbox if you don’t have to use your telephone’s hash key to enter PIN numbers.
• If you want to allocate calls automatically to clients or contacts without having to enter a PIN number, check the Use Contact Number checkbox
• If a PIN number is entered incorrectly when phone calls are made or a PIN number is entered for a client/employee/matter not already set up in your system, you can indicate to the system that you want these records added to the system as new records when calls are processed. To add these PIN numbers to the system when calls are made check the Add Unrecognised PINs checkbox. Make sure you also select the correct link from the Unrecognised PINs Linked To dropdown list so that Callista knows where and how to allocate these calls.
5. In the Timing Method field select from the dropdown list the correct method used to time your calls :
• Select Algorithm if answer (line) reversal is not activated in your PABX.
• Select Answer Reversal if answer (line) reversal is activated in your PABX. Answer reversal is a feature of most modern PABXs in which calls are transmitted to Callista for pricing only when they are answered. This means that misdialled numbers or unanswered calls do not get transmitted to Callista and are therefore not included in any Callista reports.
• Select Meter pulse if your calls are timed by meter pulses.
6. If answer (line) reversal has not been activated in your PABX you can enter in the Estimated Ring Time field the number of seconds you want the system to allow for calls to be answered. Callista will use the number you enter here to estimate the duration of each call by subtracting this time from the total duration of the call.
7. In the Auto Delete Calls field select Yes if you want Callista to clear all processed data from your system up to the number of days you have selected in the Retain Data for (Days) field. Select No if you don’t want Callista to automatically delete data from your system.
The Callista Call Processor makes a copy of every call logged by your system and stores it for you. If the processed calls are cleared from your system and you need this data for reports or for any reason, you can re-process these calls at the Restore Calls option to roll them back into your system.
8. In the Retain Data for (Days) field enter the number of days you want to retain processed call data in your system. If you have set the Auto Delete Calls field to Yes, Callista will automatically clear processed calls at midnight every Sunday and retain only the processed data up to the number of days you have entered in this field. This automatic housekeeping function means that it’s less likely that your hard disk will become full from call recording.
9. In the Default Margin field select from the dropdown list the system-wide pricing margin you want to add to all calls processed by Callista. The margin you select here can be overridden by any margins you set on individual extensions at the Extensions option.
10. In the Modem Com Port field select from the dropdown box the COM port you will use to utilise the system’s e-mail and fax features.
