General Configuration

All configuration pages follow a similar theme in their layout.

Each page typically includes a search bar at the top, allowing users to locate configured items easily. Simply type a search term, and the display updates automatically as you type.

Data is organized in a table format, with column headings tailored to the specific content of each page.

For results spanning multiple pages, a page number indicator is provided below the table. You can navigate between pages using the left (back) and right (forward) arrows.

Except on the systems page, you’ll find add, edit, and delete options within the Actions submenu on the table's right side.

Selecting Add or Edit opens a pop-up window where you can enter or update information for the selected item. Detailed instructions for each configuration page’s pop-up contents are provided in subsequent sections.

Clicking the Delete icon prompts a confirmation window, ensuring that the action is intentional. Please note that deletions cannot be undone.

There is also a CSV download button on each configuration page to allow you to export the configured information.

This may be particularly useful when wanting to check configured locations or cost codes against your entire list of users at once.

Note: Call records are uploaded to the system even if certain configurations are missing. For instance, if an extension hasn’t been added on the User and Device page, calls are still logged in the database but will only appear in reports once the extension is configured.