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Fridays' Swyx Tip #28: Project Codes


Tom Wellige

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From 2009 to 2011 mirjam baumberger wrote a great blog, the "Fridays' Swyx Tip". Every Friday she posted a tip regarding the usage of SwyxWare and connected tools and devices. As the old forum is offline, this article series will be restored here again over the time. Please note that some information in this article series might not be valid anymore with current SwyxWare versions.

 

This blog article was originally posted on 10.09.2009 23:11

 

Dear Swyx Users

 

Did you know that SwyxWare allows you to assign different project codes to each individual call? This data can then be evaluated later via the Swyx Call Detail Records.

 

To associate a call to a project, you must enter the assigned project code before making the call.

 

This is how you assign a call to a project

 

  1. Enter '*' and then the project code, sample below 4588.
     
  2. End the entry of the project code with '#'.
     
  3. Then dial the destination number as usual, sample below 0800435427.

    The project code will now be recorded in the Call Detail Record (CDR)

    WLW-projectcodes_9D52-PojectCodeInSwyxITDisplay.jpg
     

 

This is how you assign a call to a project when dialing from Outlook
 

  1. Open the Outlook "Contacts" folder.

    WLW-projectcodes_9D52-OutlookContacts.jpg
     
  2. Select the contact and click on the SwyxIt! symbol.

    WLW-projectcodes_9D52-SwyxITDialer.jpg

    The following window appears: "SwyxIt! Phone Dialer"

    WLW-projectcodes_9D52-ProjectCodeOutlook.jpg
     
  3. Enter a project code or select a project code from the drop-down list.
     
  4. Then click on "Dial" behind the number you would like to use.
     
  5. The number entered, preceded by the project code, will be dialed.
    The project code will now be recorded in the Call Detail Record (CDR)

 

 

This is how you assign a project code to Speed Dial

 

WLW-projectcodes_9D52-AssignSpeedDial.jpg

 

You can also, for example, assign a project code to a Speed Dial.

 

Enter *4412# at the Number / URI filed. And deactivate the option "Dial Immediately" and activate "Clear display before calling".

 

WLW-projectcodes_9D52-SpeedDialProjectCode.jpg

 

If you now like to assign a conversation to a project, press the Speed Dial with the project code first and then enter the number or select a second speed dial. Attention, the second speed dial cannot have "Clear Display before dialing" activated.

 

 

Have a good weekend and happy Swyxing...

 

Regards

Mirjam

 

@ IT Net World Ltd, NZ & AUS SWYX Distributor

http://www.itnetworld.co.nz/

 

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