| Table of Contents | ||||
|---|---|---|---|---|
|
Configuring CyReport - CyReport Directory Manager
...
Any changes made in this window will have a global effect on all objects of the type selected. E.g. if a new field called ‘Mobile’ is added to Person Defaults, then all ‘Person’ objects will contain a ‘Mobile’ field. It is recommended to leave the entry blank because it will overwrite the values of the field in all objects.
Configuring CyReport - Updating, Deleting & Moving Directory Objects
As the company structure changes, it will be necessary to update the directory tree. It is important to keep the CyReport Directory up to date, as the information it contains can be used by other applications.
The details of the directory object can be updated by selecting the object and clicking on the button.
To delete a directory object, select the object then click on the button. A confirmation box will appear to verify that the object should be deleted. Note that any objects that belong to the selected object will also be deleted.
Extensions are not deleted but inactivated and moved to the ‘Unallocated’ person.
A directory object can be simply 'dragged-and-dropped' from one location to another. Sometimes, the location that the object needs to be moved to is not visible in the CyReport Directory window. To move such objects, first, select the object and then click on it with the right mouse button and select 'Cut'. Then select the destination object and again click on it with the right mouse button and select 'Paste' from the menu.
...
Finally, it is important to note that any changes made to the directory will not be saved until the button is clicked.