Tutorial

The database may be browsed by the Customer Name, by the Customer ID or by the Contact Name.

The By Co Id + Cust. Tab has been added to the Customer Location Browse window and table, which shows the Customer Locations ordered by the Company File Vendor ID (should be 1, null records show 0) plus the Customer name.

Select and click on the [Add Location] or the [Change] button and the Telco File editor window will open.

 

This window is used to record/edit your Master Telco record for a customer/location.  The file saves each record in alphabetical order according to the Customer Name field.  Enter the appropriate sample information. Select the [OK] button to save the master account information.

 

Alternate Contact information is available for an additional contact record.

 

A Telco Reminder may be set directly from the current Telco record.

Open your sample record again by selecting the [Change] button and select the [Circuits] Tab.

 

Select the [Insert] button to add the details of the first telephone line and the Circuit editor window shall open.  Of course, you can enter telephone lines, data circuits, various features and other services.

 

 

Enter the appropriate information for each field.

Notes:

•Existing / New defaults as 'Existing'.

•Bill To Number (BTN) defaults as 'No'.  Usually you only have one BTN, however, you may enter multiple BTNs.

•Main Tele. Number (MTN) defaults as 'No'.  Select 'Yes' in the number is the starting/pilot number of a hunting group.

•The default value of Local/line Number Portability (LNP) is No.  Check with your LEC to determine if your local numbers can be moved/ported to a competitive LEC (CLEC).

•The Local and Long Distance Carrier information group is automatically populated by the values in your Master Account record.  You may over-ride the Master information if you wish.

•The Existing/New Circuit Information group is used to described specific details about the line/circuit, service, or feature.

•[NPA-NXX-LINE] is used to record the Area Code, Local Exchange, and the Line Number.

•Class of Service is used to record the type of line/circuit, service, or feature.  Use the drop-down list to view previously entered Class of Services.

•[PTN] or Point-To-Number is used for many Class of Services.  For example, often times a 'toll free' number is pointed to another number such as a main number of a specific hunt group.

•Hunt Group is used to identify which numbers/services belong to each other.

•Application is used to describe the primary purpose of use of each line/service.

•Path is used to determine the quantity of speech paths that the line provides.  The following is a list of examples:

•The Post Cut Action (PCA) Plan group is used to identify what you plan to do with the line/service and when the change should become effective.

•The Service Order Information is used to save Telco order information for new services that you are planning to implement.

•We leave Reference Notes to your imagination.

 

Group Company Name or Code

 

Beginning with version 3.0, TelcoMgr includes a Customer Group Name/Code. The Customer Group Name/Code is a user defined field, which is used to group multiple Customer locations or entities into a logical group for History/Help desk reporting.