|
How Do I... in the Version 6.0 PhoneList?
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  icon on the PHONEslips toolbar.
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
the Find button.
Step 4) Once in the search results window, click on
the print button highlighted in this
example.
Step 5) In the print window, select ASCII delimited.
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 icon on the PHONEslips toolbar.
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.
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
the Find button.
Step 4) Once in the search results window, click on
the print button highlighted in this
example.
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  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 phone icon next to the company,
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 icon on the PHONEslips toolbar.
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 as shown in this
example.
Step 4) This Phone list will be available until PHONEslips
is closed down.
Method 2
Step 1) Click on the icon on the PHONEslips toolbar.
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.
|
