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Video PhoneTree Training

Learn step-by-step with our narrated video tutorials and see exactly how to carry out common PhoneTree® telephone messaging system tasks.

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PhoneTree 2100, 2500, 3500

How to set the Call Window There are a number of ways you can control when your PhoneTree® system's calls will be made. This movie will demonstrate some of the basic ways you can adjust the calling window.	Using The Remote Call-In Feature This movie demonstrates how to configure and use the PhoneTree® Remote call-in feature. This capability allows you to activate a call job from any touch-tone phone, which is useful when it is inconvenient or impossible to get to the computer. You can even use the free Remote Access Pocket Reference Card to access your system away from your computer.
How to use the Configure Phone Lines Option Make sure your phone lines are ready for calling! This movie demonstrates how to use the Configure Phone Lines option on the Administration desktop.	How to Configure the Dialing Translator Usually phone numbers are stored in only one format in a membership management/database program. therefore, your PhoneTree® system may need to translate the numbers before they can be correctly dialed. Here's the complete process.
How to use the CSV Translator Import data into the PhoneTree® software from Microsoft® Excel® or similar applications for use in a PhoneTree® calling list.	How to Use the PhoneTree® OnDemand™ Software Creating an Account — this movie covers all steps of signing up with PhoneTree® OnDemand™ in order to place Internet-based calls.
How to Configure Your Unit for E-mail This movie outlines the settings you'll need to use emailing with a PhoneTree® system. The "Configure Email" icon on the Admin Desktop allows you to set up your system not only for email messaging, but also for emailing of autoreports. This latter function is available on all PhoneTree® USB systems, including the PhoneTree® 2100.	How To Create a PhoneTree® Task Icon "Tasks" are like macros for PhoneTree® systems. You can string together several commands and perform them with a single click on an icon on the Tasks Desktop. Available commands include file importing, report printing, calling, and more. Here's how to create a task.

PhoneTree 4500, Pro, Lab

Creating Custom Views for PhoneTree® 4500 PhoneTree® systems allow you to set up custom Views in the List Editor. You can use Custom Views to not only specify who will be called and in what order, but also to control how your information will appear on a printed or saved report. You can create and save one or more Views for future use. Here's how to do this.

How to Use the PhoneTree® Lab Client This movie shows how easy it is to use the PhoneTree® Lab Client software. You'll need the Lab Client software on your PC, and also your administrator needs to have already added you to the system and assigned you a password.

General PhoneTree Training

How Do I?
Hardware
·	Get all the phone ports on the back of my PhoneTree® to work?
·	Get my computer to recognize the PhoneTree® hardware?
Icons/Desktops
·	Know what a task icon will do before I click on it?
·	Add more icons to my PhoneTree® system's desktop?
Importing/Managing Data
·	Import my data?
·	Sort my call list by status?
·	Understand and print my call status report?
Calling/Messaging
·	Call groups with different messages in the same call session?
·	Tell a PhoneTree® system to pause calling during dinner?
·	Get a PhoneTree® system to leave my callback number on a pager?
·	Use a PhoneTree® system to survey the people on my call list?
·	Change the chime (greeting) played before my message?
·	Store and reuse my messages?
·	Play a different message to an answering machine in the same call session?
·	Give people the option to hear more information such as location directions or messages in a second language?
·	Keep messages from being delivered to small children?
Other
·	Contact PhoneTree® Customer Service

Navigating the Desktops
·	PhoneTree® Desktop
·	Tools Desktop
·	Tasks Desktop
·	Admin Desktop
·	CallCenter Desktop

The List Editor
·	File Menu
·	Edit Menu
·	Tools Menu
·	View Menu
·	Search Menu
·	Setup Menu
·	Call Menu
·	Import Menu
·	Tool Bar