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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.

Click here to go back to the 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.

Click here to go back to the top of the page.

 

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.

Click here to go back to the top of the page.

Do you have a topic you would like to see added to the How Do I section? E-mail us and let us know!

© 2002, Telexis Inc. PHONEslips is a trademark of Telexis. All other trademarks are the property of their respective holders

Do you have a topic you would like to see added to the How Do I section? E-mail us and let us know!

© 2003, Telexis Inc. PHONEslips is a trademark of Telexis. All other trademarks are the property of their respective holders