Page 2 - Table of Contents
Table of Contents 2 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 Step One: Verify Your PC Compatibility . . . . . . . . . . . . . . . . . . . . . . . . .3Step Two: Install the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...
Page 3 - Installation: Verify Your PC Compatibility; Step One: Verify Your PC Compatibility; Network Configuration
3 Installation: Verify Your PC Compatibility Congratulations on your purchase of the PhoneTree Network Client! Thismanual will guide you through the installation and setup of the PhoneTreeNetwork Client on your system. If you need assistance with the installation,talk to the PhoneTree Network Admini...
Page 4 - Installation: Install the Software; Step Two: Install the Software
Installation: Install the Software 4 Step Two: Install the Software 1. Insert the CD Insert the CD in your drive. Choose Start -> Run -> Browse... -> SETUPUSBCLIENT\Setup.exe (look for this file on the CD) -> click Open -> click OK . The installation should then begin. 2. Choose the D...
Page 5 - Installation: Install the Software, continued; Finish Installation; When asked, click the; Finish; button. Do not start the PhoneTree; Check for Icon on Desktop
5 Installation: Install the Software, continued 3. Finish Installation When asked, click the Finish button. Do not start the PhoneTree program at this time. Close the Client window. 4. Check for Icon on Desktop Now you should have a PhoneTree Client icon onyour desktop (shown at right). You are now ...
Page 6 - Installation: Configure Your Client; Step Three: Configure Your Client; PhoneTree Client; icon on your desktop. You will be; Browse Server Path; button. Navigate to the location of the PhoneTree; Open
Installation: Configure Your Client 6 Step Three: Configure Your Client 1. Double-click on the PhoneTree Client icon on your desktop. You will be prompted to configure your client. The screen below will come up. You needto do three things: tell the Client where the PhoneTree Server is located on the...
Page 7 - Installation: Configure Your Client, continued; will be kept, click the; Make Default Local Path; button. A folder will be; Generic CSV; will translate any; OK; . You are now ready to start; Daily
7 Installation: Configure Your Client, continued 3. To 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 this is where all datathat is generated by t...
Page 8 - Initial Setups: Call Options; Call Options; Click on the; PhoneTree
Initial Setups: Call Options 8 Call Options Once you are finished with configuration, you will see the Call Status screen,which is the main screen for the PhoneTree Network Client. To initiate a callsession: ❶ Click on the PhoneTree button. ❷ Choose the PhoneTree you would like to access from the me...
Page 12 - Transfer Options; in your PhoneTree; Advanced Options
Initial Setups: Call Options, continued 12 ❻ Click on the Transfer Options tab. There are four options in the drop- down menu, Off, a) Mailbox, b) Phone System and c) 3-Way Call. Unlessthis is set to Off, any time your members press 0 during a PhoneTreemessage they will be transferred to the locatio...
Page 14 - with this PhoneTree
Initial Setups: Call Options, continued 14 e. Create Results File (Jobxx.out) for another application: If you would like to save a call status file that another application (like your membermanagement program) can use later, check this option. Default: OFF f. Call Logging: If you would like the call...
Page 15 - Daily Operation: Starting a Call Job; Starting a Call Job; To start calling, click the; Call List; button on the; Easy Call
15 Daily Operation: Starting a Call Job Starting a Call Job To start calling, click the Call List button on the Easy Call screen: The light on the Server Status will turn from green (Calling) to orange(Pausing!), to yellow (Paused) and finally back to green again, when youwill see your new call job ...
Page 16 - Daily Operation: Checking Call Status; Checking Call Status
Daily Operation: Checking Call Status 16 Checking Call Status Once your call job is complete, you will probably want to check the CallStatus, which will give you a complete report on the call job. Here’s how: ❶ First, you must contact your PhoneTree Administrator or visit the Hostcomputer. Go to the...
Page 17 - Daily Operation: Checking Call Status, continued; Now you are back on the; screen for that PhoneTree. Choose; Update Call Results; from the; File; Click the; Yes; button on the dialog box that follows:
17 Daily Operation: Checking Call Status, continued ❸ Choose the PhoneTree for which you would like to view the Call Statusand click OK. ❹ Now you are back on the Easy Call screen for that PhoneTree. Choose Update Call Results from the File menu. ❺ Click the Yes button on the dialog box that follows...
Page 19 - If instead of the
19 Daily Operation: Checking Call Status, continued Call Status is inthis column. Use Windows Explorer to locate and move a copy of Wordpad to thedirectory shown in the dialog above (the PhoneTree Client softwareneeds to know where Wordpad is, since it uses Wordpad to display yourCall Status). If in...
Page 20 - Standard Call Statuses
Daily Operation: Checking Call Status, continued 20 Standard Call Statuses Not Called Yet — Person has not been called yet Ans by Person — Message was delivered to a person Phone Was Busy — Phone was busy on last call to person Did Not Answer — Person did not answer last call Ans By Machine — Messag...
Page 21 - Reference: Importing Data; not
21 Reference: Importing Data ❷ PhoneTree can use data generated in anymember management software package aswell as any common office software product(Microsoft Word, Excel, etc.). If yourdatabase application can produce an ASCII (.dat or .txt), or a Comma Delimited (.txt), CSV file, then you will be...
Page 22 - Choose the “; Call the new list I have selected; choose; Select Call List
Reference: Importing Data, continued 22 ❸ Click herefirst, then… …do this! ❸ Choose the PhoneTree for which you would like to import a file and clickOK. ❹ Choose the “ Call the new list I have selected ” radio button, then choose Select Call List from the File menu.
Page 23 - if you are satisfied that this is the
23 Reference: Importing Data, continued ❺ Choose the list you would like to use from the following dialog, then clickthe Open button. Note: this assumes you were able to export your file from the application that created it as a comma-delimited text file (.txt, .dat or .csv) and thatyou placed the e...
Page 24 - You will be taken back to the; screen. Record a message if you; Notice that now the name of your list shows up on the screen.
Reference: Importing Data, continued 24 Now the name ofyour imported fileshows up here. ❼ You will be taken back to the Easy Call screen. Record a message if you haven’t already (follow step 9 on page 14) and click the Call List button. Notice that now the name of your list shows up on the screen. ❽...
Page 25 - Reference: The PhoneTree Call Status Screen
25 Reference: The PhoneTree Call Status Screen ❶ ❷ ❸ ❹ ❶ The File Menu: Allows you to Configure your Client settings (page 6) or to Exit the program. ❷ The PhoneTree List: Displays a list of all PhoneTrees currently calling. Check the entries in the Status , Pri (ority), Placed and Completed columns...
Page 26 - Reference: The PhoneTree Call Status Screen, continued; Call Status Headers
Reference: The PhoneTree Call Status Screen, continued 26 Call Status Headers Status: Will show Calling (calls are currently in progress), Done (call job is complete) or Idle (no current call job scheduled). Priority: Either Low, Mid (the default) or Hi. Turn to page 11 for instructions on how to ch...
Page 28 - Common Questions; Allow Client to View Call Status; What happens if no one answers the phone?
Common Questions 28 Common Questions As a PhoneTree user, you have 24-hour technical support available via e-mail,at [email protected], or on our website (www.phonetree.com).Following is a list of common questions and their answers: Q. I have chosen a PhoneTree, selected my calling preferences i...
Page 29 - The PhoneTree Website; Visit us at
29 The PhoneTree Website Visit us at www.phonetree.com , where you have access to free software updates, many answers to frequently asked questions, and answers to yourspecific questions via our free online tech support, or call Tech Supportdirectly at 866.234.2943 (toll-free).
Page 30 - Notes
Page 31 - Contacting PCS; By Phone; . To expedite resolution of; By Mail
31 Contacting PCS By Phone Our technical support staff is available from 8:30 AM to 5:00 PM EasternTime, Monday through Friday at 866.234.2943 . To expedite resolution of your problem, please be near your PhoneTree and your computer, ifapplicable. If possible, use a different telephone line than Pho...
Page 32 - Telephone Messaging Systems; Regulatory Information
Telephone Messaging Systems Regulatory Information Personal Communication Systems, Inc.2400 Reynolda Road, Winston-Salem, NC 27106Sales: (800) 951-8733 • Support: (336) 722–0087www.phonetree.com • [email protected] • [email protected] ©2002 by PCS. Specifications subject to change without noti...
