How Do I... In The Version 5.0 PhoneList?
Please select a "How Do I" topic from the list below.
Export the PhoneList
Print the PhoneList
Add phone message info the
into personal PhoneList automatically
Setup a personal PhoneList
Exporting your phone list
Step 1) Click on the full application button on
the PHONEslips toolbar as shown in this example.
Step 2) Click on the PhoneList menu, then select
the reports option as shown in this example.
Step 3) A search criteria window will now come
up. You can narrow down your search if you need to by entering
information here. The searching capabilities of PHONEslips are well
described in the help file. Once you are done filling in the criteria
for your search click 'OK'.
Step 4) Once in the search results window, click
on the 'Print' button.
Step 5) In the print window, select ASCII
delimited in the 'Print to:' field. Click here
for an example.
Step 6) Now select the type of report (These are
defined and discussed in the PHONEslips help file), and the file
name. Once done, click on the ok button.
Click here to go back to the
top of the page.
Printing a Phone list
Step 1) Click on the full application button on
the PHONEslips toolbar as shown in this example.
Step 2) Click on the Phone list menu, then select
the reports option as shown in this example.
Step 3) A search criteria window will now come
up. The search can be narrowed down by entering information here. If
no specific information is needed click ok. The searching
capabilities of PHONEslips are well described in the user manual.
Once you are done filling in the criteria for your search click 'OK'.
Step 4) Once in the search results window, click
on the 'Print' button.
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top of the page.
Automatically adding a phone message's info
into the personal PhoneList
Step 1) Click on the Inbox icon on the PHONEslips
toolbar.
Step 2) Double click on the phone message with
the information you want to add to the PhoneList.
Step 3) The message should appear in a new
window. When this comes up right click on the PhoneList icon next to
the Company field, and then left click on the "Add to Phone
list" option as shown in this
example. This will automatically add this entry to your current phone list.
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Setting up a personal phone list
Method 1
Step 1) Click on the full application button on
the PHONEslips toolbar as shown in this example.
Step 2) Click on the PhoneList menu then choose
the 'Select List' menu item. Click here
for an example.
Step 3) Choose the user name from this list and
click 'OK'.
Step 4) This Phone list will be available until
PHONEslips is closed down.
Method 2
Step 1) Click on the PhoneList icon on the
PHONEslips toolbar or right click the PHONEslips systray icon and
choose PhoneList. Click here
for an example.
Step 2) Right click on the top of the window,
where it says Phone list(Name). A menu will appear and the second to
last item in this menu is Select list. Left click on Select list.
Click here for an example.
Step 3) Choose the user name from this list and
click ok as shown in this example.
Step 4) This phone list will be available until
PHONEslips is closed.
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