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Manual PhoneTree 10/02 Network

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  • 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 ...

Manufacturer PhoneTree Category Answering Machine

Documents that we receive from a manufacturer of a PhoneTree 10/02 Network can be divided into several groups. They are, among others:
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- 10/02 Network manuals
- PhoneTree product data sheets
- information booklets
- or energy labels PhoneTree 10/02 Network
All of them are important, but the most important information from the point of view of use of the device are in the user manual PhoneTree 10/02 Network.

A group of documents referred to as user manuals is also divided into more specific types, such as: Installation manuals PhoneTree 10/02 Network, service manual, brief instructions and user manuals PhoneTree 10/02 Network. Depending on your needs, you should look for the document you need. In our website you can view the most popular manual of the product PhoneTree 10/02 Network.

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A complete manual for the device PhoneTree 10/02 Network, how should it look like?
A manual, also referred to as a user manual, or simply "instructions" is a technical document designed to assist in the use PhoneTree 10/02 Network by users. Manuals are usually written by a technical writer, but in a language understandable to all users of PhoneTree 10/02 Network.

A complete PhoneTree manual, should contain several basic components. Some of them are less important, such as: cover / title page or copyright page. However, the remaining part should provide us with information that is important from the point of view of the user.

1. Preface and tips on how to use the manual PhoneTree 10/02 Network - At the beginning of each manual we should find clues about how to use the guidelines. It should include information about the location of the Contents of the PhoneTree 10/02 Network, FAQ or common problems, i.e. places that are most often searched by users in each manual
2. Contents - index of all tips concerning the PhoneTree 10/02 Network, that we can find in the current document
3. Tips how to use the basic functions of the device PhoneTree 10/02 Network - which should help us in our first steps of using PhoneTree 10/02 Network
4. Troubleshooting - systematic sequence of activities that will help us diagnose and subsequently solve the most important problems with PhoneTree 10/02 Network
5. FAQ - Frequently Asked Questions
6. Contact detailsInformation about where to look for contact to the manufacturer/service of PhoneTree 10/02 Network in a specific country, if it was not possible to solve the problem on our own.

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