| Step 1
| Choose
.
The
Manager/Assistant Options window displays.
|
| Step 2
| In the
File Name field, choose the CSV data file that
you created for this bulk transaction.
|
| Step 3
| If the managers use extension mobility to log in, check the
Configure managers as mobile managers check
box.
|
| Step 4
| When all the phones have shared lines, check the
Uses shared lines check box.
|
| Step 5
| In the
Insert Options area, choose the type of CSV
data file that you created:
- Default—If you created
a standard CSV data file, choose the type of associations for this transaction
based on the data in the CSV file.
- Associate one or
more assistants to a manager
- Associate one or
more managers to an assistant
- Custom—If you created
a custom CSV data file for proxy mode.
|
| Step 6
| In the
Job Information area, enter the Job description.
|
| Step 7
| Choose an insert method. Do one of the following:
- Click
Run Immediately to insert the
manager-assistant associations immediately.
- Click
Run Later to insert the manager-assistant
associations at a later time.
|
| Step 8
| To create a job for inserting the manager-assistant records, click
Submit.
To schedule and activate this job, use the Job Scheduler option
in the Bulk Administration main menu.
Attention:
If there were not enough available lines when BAT performs an
update to an assistant or manager configuration, the changes are only partially
completed and the whole transaction record fails.
|