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Manual de instrucciones PhoneTree 10/02 Network

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Summary
  • PhoneTree 10/02 Network - page 1

    PC S A dvanced T elephone Messaging Revised 10/02 Network Client Guide Operating Instructions and Install Guide PhoneT ree 2500 and 3500 series ...

  • PhoneTree 10/02 Network - page 2

    T ab le of Contents 2 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Step One: V erify Y our PC Compatibility . . . . . . . . . . . . . . . . . . . . . . . . .3 Step Tw o: Inst all the Sof tware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Step Three: Configure Y our Cli ...

  • PhoneTree 10/02 Network - page 3

    3 Installation: V erify Y our PC Compatibility Congratulations on your purchase of t he PhoneTree N etwork Client! This manual will guide you through t he installation and se tup of the PhoneTree Network Client on y our system. If you need assistance wit h the inst allation, talk to t he PhoneTree Networ k Administrator in your off ice or refer to ...

  • PhoneTree 10/02 Network - page 4

    Installation: Install the Software 4 Step T wo: Install the Software 1. Inser t the CD Insert t he CD in your dr ive. Choose Start -> Run -> Browse... -> SETUPUSBCLIENTSetup.exe (look for this file on t he CD) -> click Open -> click OK . The installation should t hen begin. 2. Choose the Default Settings Click on Next several times ...

  • PhoneTree 10/02 Network - page 5

    5 Installation: Install the Software, continued 3. Finish Installation When asked, click the Finish button. Do not st ar t the PhoneTree program at t his time. Close t he Client window . 4. Check for Icon on Desktop Now y ou should have a PhoneT ree Client icon on your desktop (shown at right). Y ou are now ready to go on to Step Three: Configure Y ...

  • PhoneTree 10/02 Network - page 6

    Installation: Configure Y our Client 6 Step Three: Configure Y our Client 1. Double-click on the PhoneTree Client icon on your desktop. Y ou will be prompted to configure your client. The screen below will come up. Y ou need to do three t hings: tell t he Client where t he PhoneTree Server is located on the network, create a default local path for ...

  • PhoneTree 10/02 Network - page 7

    7 Installation: Configure Y our Client, continued 3. T o create a default folder where all your calling preferences and other data will be kept, click the Make Default Local Path button. A folder will be created on your hard drive in the location shown, and t his is where all data that is generated by t he PhoneTree N etwork Client software will be ...

  • PhoneTree 10/02 Network - page 8

    Initial Setups: Call Options 8 Call Options Once you are finished wit h configuration, you will see t he Call Status screen, which is the main screen for t he PhoneTree N etwork Client. T o initiate a call session: ❶ Click on the PhoneTree button. ❷ Choose the PhoneTree you would lik e to access from t he menu, t hen click the OK button. PhoneT ...

  • PhoneTree 10/02 Network - page 9

    9 Initial Setups: Call Options, continued ❸ ❹ ❹ ❸ The Easy Call dialog will appear. From the Setup menu, choose Call Options . ❹ The Call Times t ab will be active. Choose days to call on by clicking on the box(es) next to t he day . Change the Don’t Call Before and t he Don ’ t Call After times by clicking on t hem — a Set Time box ...

  • PhoneTree 10/02 Network - page 10

    Initial Setups: Call Options, continued 10 a i c b j h g f d e ❺ Click on the Call Options t ab. a. Selecting the “ Hangup Detect ” option means t hat if t he called par ty hangs up the phone early , PhoneTree will note this in the st atus repor t. [Recommended setting: ON ] b. “ Star to Repeat ” gives the listener t he option to repeat t ...

  • PhoneTree 10/02 Network - page 11

    11 Initial Setups: Call Options, continued from 1 to 1 000. This mode only recognizes 9 when dialed on touch- tone phones. This feature is especially good for seeking a limited number of volunteers, because PhoneT ree will stop calling after t he number of desired 9 replies are received. [Recommended setting: OFF ] f. “ Job Priority ” enables y ...

  • PhoneTree 10/02 Network - page 12

    Initial Setups: Call Options, continued 12 ❻ Click on the Transfer Options t ab. There are four options in the drop- down menu, Off, a) Mailbox, b) Phone System and c) 3-W ay Call. Unless this is se t to Off, any time your members press 0 during a PhoneTree message they will be transfer red to t he location you specify here. a. Mailbox: Choosing ...

  • PhoneTree 10/02 Network - page 13

    13 Initial Setups: Call Options, continued a. These dialing settings are included here if you need to make adjustments on a per -PhoneTr ee basis. For e xample, suppose you want this PhoneTree only to only talk to people who are at home (i.e., to never leave a messag e on an answering machine). Y ou would put an “ A ” in t he Suf fix box (which ...

  • PhoneTree 10/02 Network - page 14

    Initial Setups: Call Options, continued 14 e . Create Results File (Jobxx.out) for anot her application: If you would like to sav e a call status f ile t hat another application (like your member management program) can use later , check this option. Default : OFF f . Call Logging: If you would lik e the calls made with this PhoneT ree to be includ ...

  • PhoneTree 10/02 Network - page 15

    15 Daily Operation: Starting a Call Job Starting a Call Job T o st art calling, click t he Call List button on t he Easy Call screen: The light on the Ser ver Status will tur n from g reen (Calling) to orange (Pausing!), to yellow (Paused) and finally back to g reen again, when you will see your new call job appear in the list of PhoneTrees. Y ou c ...

  • PhoneTree 10/02 Network - page 16

    Daily Operation: Chec king Call Status 16 Checking Call Status Once your call job is complete, you will probably want to check the Call Status, which will give you a com ple te repor t on t he call job. Here ’ s how: ❶ First, you must contact your PhoneT ree Administrator or visit the Host computer . Go to t he Edit screen of the PhoneTree for ...

  • PhoneTree 10/02 Network - page 17

    17 Daily Operation: Chec king Call Status, continued ❸ Choose the PhoneTree for which you w ould like to view the Call Status and click OK. ❹ Now y ou are back on the Easy Call screen for t hat PhoneTree. Choose Update Call Results from the File menu. ❺ Click the Ye s button on t he dialog box that follows: ❸ ...

  • PhoneTree 10/02 Network - page 18

    Daily Operation: Chec king Call Status, continued 18 ❻ Now y ou should get a notification t hat looks like the following. Click the OK button. ❼ Y ou will be taken back to t he PhoneTree Call S t atus screen (t he main Client screen) and you can watch as calls are temporarily paused while an up-to-date call list is generated on the Host machine ...

  • PhoneTree 10/02 Network - page 19

    19 Daily Operation: Chec king Call Status, continued Call St atus is in this column. Use Windows Explorer to locate and mov e a copy of W ordpad to t he director y shown in the dialog above (the PhoneTree Client software needs to know where W ordpad is, since it uses Wordpad to display y our Call Status). If instead of the Job.txt , you get an er r ...

  • PhoneTree 10/02 Network - page 20

    Daily Operation: Chec king Call Status, continued 20 Standard Call Statuses Not Called Y et — Person has not been called yet Ans by Person — Message was delivered to a person Phone W as Busy — Phone was busy on last call to person Did Not Answer — Person did not answer last call Ans By Machine — Message was delivered to member ’ s answe ...

  • PhoneTree 10/02 Network - page 21

    21 Reference: Importing Data ❷ PhoneTree can use data generated in an y member management software package as well as any common office sof tware product (Microsoft Word, Ex cel, etc.). If your database application can produce an ASCII (.dat or .txt), or a Comma Delimited (.txt), CSV file, t hen you will be able to import t he data into a list t ...

  • PhoneTree 10/02 Network - page 22

    Reference: Importing Data, continued 22 ❸ Click her e fir st, then… …do this! ❸ Choose the PhoneTree for which you w ould like to im port a f ile and click OK. ❹ Choose the “ Call t he new list I have selected ” radio button, then choose Select Call List from t he File menu. ...

  • PhoneTree 10/02 Network - page 23

    23 Reference: Importing Data, continued ❺ Choose the list you would like to use from the following dialog, then click the Open button. Note: this assumes you were able to expor t your file from t he application that created it as a comma-delimited te xt f ile (.txt, .dat or .csv) and that you placed the e xported f ile in t he PhoneTree Client fo ...

  • PhoneTree 10/02 Network - page 24

    Reference: Importing Data, continued 24 No w the name of y our import ed file sho w s up her e. ❼ Y ou will be taken back to t he Easy Call screen. Record a message if you haven ’ t already (follow step 9 on page 1 4) and click t he Call List button. Notice that now the name of your list shows up on the screen. ❽ The light on the Ser ver Stat ...

  • PhoneTree 10/02 Network - page 25

    25 Reference: The PhoneT ree Call Status Screen ❶ ❷ ❸ ❹ ❶ The File Menu: Allows you to Configure your Client settings (page 6) or to Exit the prog ram. ❷ The PhoneTree List : Displays a list of all PhoneTrees currently calling. Check the entr ies in t he Status , Pri (ority), Placed and Completed columns for information about what is ha ...

  • PhoneTree 10/02 Network - page 26

    Reference: The PhoneT ree Call Status Screen, continued 26 Call Status Headers Status: Will show Calling (calls are cur rently in progress), Done (call job is complete) or Idle (no current call job scheduled). Priority : Eit her Low , Mid (the default) or Hi. Turn to page 1 1 for instructions on how to change the pr ior ity for a call job. Placed: ...

  • PhoneTree 10/02 Network - page 27

    27 Reference: The PhoneT ree Call Status Screen, continued Pause At: Displays t he Pause Call At time you specified on t he Call Times tab of t he Call Options dialog (page 9). Resume At : Displays the Resume Call At time you specif ied on t he Call Times tab of t he Call Options dialog (page 9). Night : Displays t he Star t Night Messages At time ...

  • PhoneTree 10/02 Network - page 28

    Common Questions 28 Common Questions As a PhoneTree user , you have 2 4-hour technical support available via e-mail, at support@phone tree.com, or on our website (www .phone tree.com). Following is a list of common questions and their answers: Q. I have c hosen a PhoneT ree, selected my calling pr eferences in Call Options, recor ded a message and ...

  • PhoneTree 10/02 Network - page 29

    29 The PhoneT ree W ebsite Visit us at www .phonetree.com , where you hav e access to free sof tware updates, many answers to freq uently asked questions, and answers to y our specific questions via our free online tech suppor t, or call T ech Suppor t directly at 866.234.29 43 (toll-free). ...

  • PhoneTree 10/02 Network - page 30

    Notes 30 ...

  • PhoneTree 10/02 Network - page 31

    31 Contacting PCS By Phone Our technical support st af f is available from 8:30 AM to 5:00 PM Eastern Time, Monday through Fr iday at 866.234.2943 . T o expedite resolution of your problem, please be near your PhoneT ree and your computer , if applicable. If possible, use a different telephone line t han PhoneTree. Y ou may also fax your question o ...

  • PhoneTree 10/02 Network - page 32

    T elephone Messaging Systems Regulatory Information Personal Communication Systems, Inc. 2 400 Reynolda Road, Winston-Salem, NC 27 106 Sales: (800) 95 1-8733 • Support: (336) 722 – 008 7 www.phonetree.com • sales@phonetree.com • support@phonetree.com ©2002 by PCS. Specifications subject to change without notice. This equipment has been tes ...

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Los documentos del dispositivo PhoneTree 10/02 Network que obtenemos del fabricante se pueden dividir en varios grupos. Entre ellos están::
- dibujos técnicos PhoneTree
- manuales de instrucciones 10/02 Network
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- o etiquetas energéticas PhoneTree 10/02 Network
Todos son importantes, pero lo más importante desde el punto de vista del usuario de un dispositivo lo encontraremos en el manual de instrucciones PhoneTree 10/02 Network.

Un conjunto de documentos determinado como manual de instrucciones se divide también en tipos más detallados, tales como: instrucciones de montaje PhoneTree 10/02 Network, instrucciones de servicio, instrucciones cortas o instrucciones de usuario PhoneTree 10/02 Network. Dependiendo de la situación debes buscar el documento que necesitas. En nuestra página puedes consultar el manual de instrucciones más popular del producto PhoneTree 10/02 Network.

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El manual de instrucciones del dispositivo PhoneTree 10/02 Network, ¿cómo debería ser?
El manual de instrucciones, también determinado como el manual de usuario o simplemente instrucciones, es un documento técnico que tiene como objetivo ayudar a los usuarios a utilizar PhoneTree 10/02 Network. Las instrucciones normalmente las realiza un escritor técnico pero en un lenguaje comprensible para todos los usuarios de PhoneTree 10/02 Network.

El manual de instrucciones completo de PhoneTree debe contener unos elementos básicos. Una parte de ellos es menos importante, como por ejemplo: la portada / la página principal o las páginas de autor. Sin embargo, lo demás debe facilitarnos la información más importante desde el punto de vista del usuario.

1. Introducción y pistas sobre cómo orientarse con el manual PhoneTree 10/02 Network - Al principio de cada manual se deben encontrar las indicaciones acerca de la manera de usar un manual de instrucciones. Debe contener información sobre dónde encontrar el índice PhoneTree 10/02 Network, preguntas frecuentes o problemas más comunes – son los apartados más buscados por los usuarios de cada manual de instrucciones.
2. Índice - listados de todos los consejos acerca de PhoneTree 10/02 Network que encontraremos en el documento
3. Consejos de uso de las funciones básicas del dispositivo PhoneTree 10/02 Network - que deben facilitarnos los primeros pasos durante el uso de PhoneTree 10/02 Network
4. Troubleshooting - una secuencia sistematizada de acciones que nos ayudará a diagnosticar los problemas más importantes con PhoneTree 10/02 Network
5. FAQ - las preguntas frecuentes
6. Datos de contacto Información acerca de cómo encontrar los datos de contacto del fabricante / servicio de PhoneTree 10/02 Network en cada país si no somos capaces de solucionar el problema por nuestra cuenta.

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