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PhoneTree 2100 Manuals
Manuals and User Guides for PhoneTree 2100. We have
1
PhoneTree 2100 manual available for free PDF download: User Manual
PhoneTree 2100 User Manual (188 pages)
Brand:
PhoneTree
| Category:
PDA
| Size: 7.82 MB
Table of Contents
Table of Contents
3
Introduction
5
Installation
7
Step One: Check System Requirements
8
Step Two: Install the Software
9
Step Three: Connect the Hardware
10
Step Four: Install the Hardware Drivers
12
Step Five: Connect Analog Phone Cable
14
Pre-Configuration Steps
17
Step One: Verify Device Connection
18
Step Two: Disable Power Management
19
Step Three: Turn off PC Hibernation
20
Step Four: Get a Copy of Your Phone Book
22
Phonetree Hardware Functionality (While in Use)
23
One-Time Configurations
25
Desktops
26
The Admin Desktop
27
Step One: Configure Phone Lines
28
Step Two: Configure Global Settings
29
Step Three: Configure Dialing Translator
30
Step Four: Import Menu Manager
31
Step Five: Configure Email
32
Additional Icons
33
Your First Call Job
37
Your First Call Job
38
Let's Begin
42
Setting up a Call Job
43
Let's Begin
52
Additional Admin Desktop Features (2500 and Up)
53
Setting up a Call Job
54
Let's Begin
64
Additional Admin Desktop Features for 3500 (and S≠) Only
65
Configuring a Flex Field
66
Setting up a Call Job
68
Creating a Constructed Message (.Vft Only)
76
Call Center
83
Call Center
84
Call Statuses
85
Reports
87
Manual Reports
88
Autoreports
90
Tasks
93
Creating a Manual Task
94
Automating a Task
100
Views
103
Creating a Custom View
104
Remote Operation
107
Nabling Remote Operation
108
Nabling a Line as a Call-In Line
109
Configuring Remote Options
110
Calling in
111
Phonetree Remote Menu
111
Ondemand
113
Setting up an Account
114
Submitting a Call Job: Using ≠Asy Call
121
Submitting a Call Job: Using the Call Wizard
125
Getting Call Results: Active Jobs
126
Getting Call Results: Merging Results
127
Getting Call Results: Completed Jobs
128
Phonetree Client (2500 & 3500 Only)
131
Initial Setup: Host PC Configurations
132
Initial Setup: Remote PC Configurations
134
Initial Setup: Client Configurations (Remote PC)
136
Initial Setup: Call Options (Remote PC)
138
Daily Operation: Starting a Call Job (Remote PC)
144
Daily Operation: Checking Call Status (Remote PC)
145
Reference: Importing Data (Remote PC)
148
Reference: the Call Status Screen (Remote PC)
151
Troubleshooting
153
Line Card Not Found
154
Please Connect Telephone Cord
156
Call Remote Won't Answer
158
Ondemand
160
Phonetree Client
164
Checking DIP Switches
166
Appendices
169
Diting an Icon
170
Text Messaging
171
Blocking Numbers
172
Activating Line 2 for G2PT Hardware
173
Backing Up/Restoring Your Phonetree System
174
Version
174
Warranty Information
177
Regulatory Information
181
Index
185
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