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PhoneTree 10/02 Network manual

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Table of contents for the manual

  • 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[...]

  • 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[...]

  • 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 [...]

  • 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 [...]

  • 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[...]

  • 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 [...]

  • 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[...]

  • 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[...]

  • 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[...]

  • 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[...]

  • 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[...]

  • 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 [...]

  • 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[...]

  • 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[...]

  • 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[...]

  • 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 [...]

  • 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[...]

  • 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[...]

  • 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[...]

  • 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[...]

  • 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 [...]

  • 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.[...]

  • 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[...]

  • 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[...]

  • 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[...]

  • 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: [...]

  • 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 [...]

  • 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 [...]

  • 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).[...]

  • Page 30

    Notes 30[...]

  • 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[...]

  • 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[...]