The Phone Message and Office Information Management Software for the Professional Office

 

 

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How Do I... General topics for Version 6.0

 

 

Use the spell checker
Change the sounds used for notifications
Use the preview feature
Use categories
Create a group
Delete a group

 

Using the spell checker

Note: The spell checker function is only available in fields that support multiple lines of text. Therefore, only the message can be checked for errors.

    Step 1) Once the message has been typed, right click anywhere in the text area and select check spelling. Click here to see an example.

    Step 2) At this point the program will show all the words that are either misspelled, or not in the dictionary. The program then gives the options to change the spellings, ignore them, or add them to your dictionary as you see fit.

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Changing the sounds used for notifications

    Step 1) In the lower left hand corner of your windows screen, click on the start button.

    Step 2) Click on the settings menu item, and a new menu should appear next to the mouse.

    Step 3) Click on the control panel icon.

    Step 4) Once in the control panel window, double click on the sounds icon.

    Step 5) Highlight the default sound. It's usually one of the top 5 or so items available in the menu screen.

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Using the preview feature

The preview feature is available in both the phone list and the message lists. The instructions listed here detail how to do it from the message list windows.

    Step 1) Click on the icon on the toolbar to open the Inbox.

    Step 2) Click on the icon to the left of the 'Close' button as shown in this picture. Clicking the icon again will remove the preview window.

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Using Categories

    Step 1) Click on the icon on the toolbar to open the PhoneList.

    Step 2) Click on the phone list record(s) you wish to associate with a particular category then click on the 'Cat' button. Click here for an example.

    Step 3) In this new menu, right-click on the category you want to have associated with the selected record(s) to put a next to the item. Click here for an example. If you have no categories in the list you can click on the add button as shown in this example.

Once you have categories set up you can use them to do a variety of search functions including printing out mailing labels and generating reports.

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Creating a group

    Step 1) Click on the icon on the toolbar to open the Take A Message screen.

    Step 2) Click on the button next to the 'To:' field as shown in this picture.

    Step 3) Click on the group button as shown in this example.

    Step 4) Enter a name for the group and click ok.

    Step 5) Right click once on every person that is going to be a member of this particular group. A red check mark will appear next to the names of those you've right clicked. To remove them from the group right click again to remove the checkmark. When finished, click 'OK'.

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Deleting a group

    Step 1) Click on the icon on the toolbar to open the Take A Message screen.

    Step 2) Click on the button next to the 'To:' field as shown in this picture.

    Step 3) Highlight the group and click on delete as shown in this example.

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