Benutzeranleitung / Produktwartung 10/02 Network des Produzenten 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.
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