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Tapit

Tapit. EX. Call Accounting software for the 21st Century. Trisys, Inc 215 Ridgedale Avenue Florham Park, NJ 07932 (973) 360-2300 Main (973) 360-2222 Fax sales@trisys.com http://www.trisys.com. Copyright Trisys Telecom, Inc. 2002. Tapit EX.

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Tapit

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  1. Tapit EX Call Accounting software for the 21st Century Trisys, Inc 215 Ridgedale Avenue Florham Park, NJ 07932 (973) 360-2300 Main (973) 360-2222 Fax sales@trisys.com http://www.trisys.com Copyright Trisys Telecom, Inc. 2002

  2. TapitEX Tapit EX Call Accounting software is a 32 bit system that works with any telephone system that provides SMDR (Station Message Detail Reporting) information, helping you make valuable use of the data already available to you through your telephone system. At the termination of each incoming or outgoing call, Tapit EX stores the information from the phone system data stream on your computer hard disk. Tapit EX then lets you recall your data in your choice of report formats, providing you with important information to help you better manage your business.

  3. Tapit EX - Minimum Requirements • Pentium™ II Based PC • 128 MB RAM • Microsoft™ Windows 98/NT/2000/XP Professional • 250 MB free disk space • One RS232 port connection to the PBX® SMDR port • Printer driver must be installed on your computer. • Power Management feature of your system must be disabled

  4. Tapit EX - Single User Features • Real-time data collection • Supports all telephone systems with CDR/SMDR output capabilities • Costing of calls by DNIS, Trunk, IP Address and Incoming Direction • Caller ID, Abandoned Call, Transferred Call & DNIS Reporting ** • Reporting of Ring and Hold Time ** • Support for Client Account / Matter Code and User Authorization Codes ** • Export to Time/ Billing packages • Automatic Report Scheduler ** = When info is supplied by telephone system

  5. Tapit EX - Multi-user Features • All Single User features plus: • Support for up to 255 client shared database access • Tapit Web Reports - Run reports from internet accessible PC • No SMDR Alarm - Alerts you when SMDR data flow is interrupted

  6. Tapit EX - Web Reports

  7. Tapit EX - SMDR Alarm

  8. Tapit EX - SMDR Monitor32 • The SMDR Monitor32 utility collects phone record data from the phone system (PBX) via: • A dedicated serial (COM) port • A file available on the network. • It can be displayed to allow confirmation of data reception and to view data such as time and date when present.

  9. Tapit EX - Main Menu • Centralized Organization • Consistent between versions • Easily Understood

  10. Tapit EX provides a centralized Main Menu

  11. Tapit EX - Users • Enter users of the phone system • Assign Extension(s) • Assign User to Department • Assign User Authorization codes, if used • Input user specific surcharges when applicable

  12. Hierarchy allows an organizational view of Users and Departments

  13. Users info can be sorted by column by simply clicking the column title

  14. Tapit EX - Clients • Client / Company Name • Address • Account Code, if used • Phone Number(s)

  15. Clients info can be sorted by column by simply clicking the column title

  16. Tapit EX - Reports • Many Pre-Designed Reports • Grouped by Sorting Field • Extreme Flexibility in Criteria Selection • Abandoned and Transferred Calls ** • DNIS and IP Calls ** • Caller ID Deluxe - Number and Name ** • Special Function Reports • Custom Reports Available with Report Designer ** = When info is supplied by the telephone system

  17. Numerous pre-designed reports available for use in reporting collected call data.

  18. Other Special Reports with more specialized function are also available in Tapit EX

  19. Tapit EX - Filter Screen • Used to select information • Used throughout program for consistency • Reports • ReIndexing • Recosting • Data Maintenance • And others

  20. Data selection can be as broad or as focused as needed using the filter screen

  21. Filter selection information can be saved as a Predefined Filter for reuse when running reports manually or through Report Scheduler

  22. Full page view permits easy scanning of the page Click on any area to zoom in on it.

  23. Change pages by clicking arrows. |< First Page < Back 1 Page > Next Page >| Last Page

  24. Tapit EX - Maintenance • Centralized Maintenance Functions • Limited to Host PC Operation • Entry point to Data Maintenance

  25. Centralized maintenance functions are easily accessed from one location

  26. Tapit EX - System Parameters • Communication settings • Data Source Selection • Processing Time settings • Call Costing settings • Activity / Storage parameters • Destination database access

  27. Tapit EX is custom configured to work with your phone system

  28. Tapit EX allows you to custom configure the call record storage

  29. Tapit EX - Pricing User Customized Pricing by: • Area Code or Area Code & Exchange • Local Status • DNIS numbers for Incoming calls • Local and Long Distance Trunk Pricing • Incoming and Outgoing IP Phone calls • Interval Pricing • Three time periods available • Domestic and International Rates

  30. Custom pricing can be very generic or very specific as determined by end user needs

  31. Tapit EX - Data Maintenance • Export and Import User & Client data • Conduct maintenance on call records • Export for backup purposes • Export call data for use by other programs and billing software • Import V&H pricing files

  32. Numerous categories are available for Export. Exports can be saved for backup purposes.

  33. Maintain call records easily. Backup existing records for data safety.

  34. Exports can be conducted for use of data by other programs using ASCII export or one of the more product specific packages listed.

  35. Tapit EX - Report Designer • Create Detailed or Summary Reports • Choose Primary and Secondary Sorting • Select / Order Display Fields • Page Breaks when Primary Sort • Sub-Totals on Secondary Sort

  36. Use Report Designer to develop a report that reflects the data you want to see

  37. Tapit EX - Statistical Reports • Produce graphic reports • Line, Bar and Pie charts • Most Active, Longest Calls, Most Expensive • Top 10 Values, Date & Time • Multiple report categories

  38. Tapit EX - Set Location • Remote Manager Option. This icon only appears when this module is installed • Used to change locations being managed • Once selected all areas of the specified location settings are available

  39. Location is selected and then activated to work with data for that location

  40. Each locations data retrieval can be scheduled for after hours

  41. Tapit EX from Trisys, Inc. Thank you for viewing this presentation Tapit EX - Call Accounting software for the 21st Century. Please contact us with any questions: Phone - (973) 360-2300 Fax - (973) 360-2222 E-Mail - sales@trisys.com Visit our website for up to the moment info at: http://www.trisys.com

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