Instruction/ maintenance manual of the product 10/02 Network PhoneTree
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PC S A dvanced T elephone Messaging Revised 10/02 Network Client Guide Operating Instructions and Install Guide PhoneT ree 2500 and 3500 series.
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 .
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.
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 .
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).
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.
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.
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.
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.
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.
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.
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.
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).
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 .
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.
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 .
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.
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 .
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).
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 — P.
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 (.
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.
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 (.
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.
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.
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.
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).
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 .
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.
Notes 30.
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.
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.
An important point after buying a device PhoneTree 10/02 Network (or even before the purchase) is to read its user manual. We should do this for several simple reasons:
If you have not bought PhoneTree 10/02 Network yet, this is a good time to familiarize yourself with the basic data on the product. First of all view first pages of the manual, you can find above. You should find there the most important technical data PhoneTree 10/02 Network - thus you can check whether the hardware meets your expectations. When delving into next pages of the user manual, PhoneTree 10/02 Network you will learn all the available features of the product, as well as information on its operation. The information that you get PhoneTree 10/02 Network will certainly help you make a decision on the purchase.
If you already are a holder of PhoneTree 10/02 Network, but have not read the manual yet, you should do it for the reasons described above. You will learn then if you properly used the available features, and whether you have not made any mistakes, which can shorten the lifetime PhoneTree 10/02 Network.
However, one of the most important roles played by the user manual is to help in solving problems with PhoneTree 10/02 Network. Almost always you will find there Troubleshooting, which are the most frequently occurring failures and malfunctions of the device PhoneTree 10/02 Network along with tips on how to solve them. Even if you fail to solve the problem, the manual will show you a further procedure – contact to the customer service center or the nearest service center
