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How to set the pop-up to pop-up when you want it to (pop-up threshold) and other security issues

This topic applies to MonTel 32 bit Version 2.8 Patch 4 onwards.

There are a number of different ways in which the Pop-up can be made to appear on the screen when a call is complete (and on some systems even before it is complete).

It can be made to pop-up all the time: In montel by setting pop-up always from the background options window, and in Notify by selecting the notify options sub-menu.

Generally though, staff don't want to be bothered by low cost or local calls, and so a threshold value is set, such that a call record above or equal to this value will pop up. This can be set individually for each user from the background options window, either in Notify or MonTel.

In many firms, these settings need to be fixed, or limited. The security section, and the use of the defaults.INI file for all users, or individually, can be used to secure the system in these cases.

Please note that the security settings apply (generally) only to normal users. Reception and Administrator rights will allow those users greater freedom (see below).

The best way of seeing how this might work is by example:

  1. Gentle lock down.

    MaxmumMinimumThreshholdOfPopup = 0.75, means no NORMAL user can set a
    PopupCostThreshHold higher than 0.75. The code is the same in MonTel and
    Notify. This will still allow the user to set a lower threshold if they are able to modify the background settings.

  2. Tough measures.

    DontAllowUserToExitPopupThreshold = 0.26 means that users can't exit MonTel
    and must update all calls of 26 cents and greater. Obviously, it would make sense here to have MaxmumMinimumThreshholdOfPopup = 0.26 to force the pop-up to occur at this value and PreventUsersFromModifingBackground = 1 will disable the menu so that the user is unable to change the settings.

Note: To allow the administrator and receptionist some flexibility and the ability to make changes record them to the defaults.INI file they security settings in the PABX.INI file are ignored. Instead the following values are used:

PreventUsersFromModifingBackground = False
PreventUsersFromModifingContacts = False
PreventUsersFromModifingClients = False
PreventUsersFromModifingDisbursments = False
PreventUsersFromModifingMatters = False
PreventUsersFromModifingActivities = False
PreventUsersFromModifingPartners = False
PreventUsersFromModifingAddresses = False
PreventUsersFromModifingCost = False
PreventUsersFromModifingEmployees = False
PreventUsersFromModifingDepartments = False
PreventUsersFromModifingOffices = False
PreventUsersFromDeletingUpdates = False
PreventUsersFromModifingPhoneNumbers = False
PreventUsersFromTerminatingClients = False
PreventUsersFromTerminatingDisbursments = False
PreventUsersFromTerminatingMatters = False
MaxmumMinimumThreshholdOfPopup = 0
DontAllowUserToExitPopupThreshold = 0
AllowUpdatingOfNonChargableCalls = True
ForceQueuePopupsWhileMonTelIsOff = False

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