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Calls & Media Imports

Call Record Archive

After producing a bill for the call records, you may want to archive them out of the Active Call database. For example, once the billing process for November is complete, you can archive all the November calls into one file and work with the active December calls. This does two things: It allows you to work with the calls from one billing cycle at a time, and decreases the size of your active call database.

Alternatively, you can restore prior call records to the database. This allows you to resolve discrepancies within the call records from a previous billing cycle.

Call Record Archive - VIDEO

Archiving Call Records

1.       Click the Accounting menu.

2.       In the Navigation pane, click Calls and then Call Record Archive.

3.       Within the Actions pane, click the Archive or Restore Calls link. The Archive Wizard displays.

4.       Within the box, verify that the Archive Call Record option button is selected.

5.       The From box displays the current date and allows you to select the archive start date. To change the date, click the field to access a drop-down calendar. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

6.       The To box also displays the current date. This box allows you to select the archive end date. To change the date, click the field to access a drop-down calendar. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

7.       Once you have selected the dates, click the Next button in the lower right-hand corner. To cancel the Archive Wizard, click the Cancel button in the lower left-hand corner.

8.       The next screen allows you to select what call types to archive. Cairs.net automatically selects the All box. To change the selection, click the box next to any call type name. This removes the All selection and selects the call type for archive.

9.       Click the Next button.

10.   The wizard displays a summary of archived files (call types and number of records archived) including those from that date range.

11.   Cairs.net does not perform the actual archive until you click the Finish button. Click the Finish button.

12.   After clicking the Finish button, the wizard closes and takes you back to the Call Record Archive list. Within the list, you will see the archive you created, noted with the current date. In the Status column, Processing… displays until cairs.net completes the archive process. To view the status, click the Refresh button within the toolbar. When a status of complete displays in the column, cairs.net has created the archive file.

Restoring Call Records

1.       Within the Navigation pane, click the Accounting menu.

2.       In the Navigation pane, click Calls and Media Imports > Call Record Archive.

3.       Within the Actions pane, click the Archive or Restore Calls link. The Archive Wizard displays.

4.       Within the box, click the Restore Call Record option button.

5.       The From box displays the current date and allows you to select the restore start date. To change the date, click the field to access a drop-down calendar. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

6.       The To box also displays the current date and allows you to select the restore end date. To change the date, click the field to access a drop-down calendar. To change the month and year click the right or left arrow, and once at the appropriate month and year, click the number to select the date. The date populates in the box.

7.       Once you have selected the dates, click the Next button in the lower right-hand corner. To cancel the Archive Wizard, click the Cancel button in the lower left-hand corner.

8.       The next screen allows you to select what call types to Restore. Cairs.net automatically checkmarks the All box. To change the selection, click the box next to any call type name. This removes the All selection and selects the call type for archive.

9.       Click the Next button. The wizard displays a summary of restored files (call types, and number of records restored) including those from that date range.

10.   Click the Finish button.

 

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