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How Do I...in the Timeslips Link?
Create a Timeslips link
Step 2) In the Windows version of PHONEslips, click on the full application button Step 3) From the file menu option, select Timeslips and Create Link. Step 4) In the Timeslips link dialog that appears, make sure the default database that is shown is the correct database. If you would like to use a different database push the select button and specify the location of the desired Timeslips database. Step 5) Place a check mark in the appropriate box to perform an Import or an Export, as shown in this example. To initialize the link without doing an import or export, do not place a check mark in either box. The import/export may be performed later. Step 6) Press OK to establish the link. Once the link has been established, data will be synchronized each time the synchronization menu item is selected, or PHONEslips is initiated on a linked machine.
Importing Timeslips data into PHONEslips
Step 2) From the File menu, select Timeslips and import. A dialog box will appear displaying the first Timeslips record in the database. Step 3) You may choose to just "add" one record at a time, or you may "Add All" records. If you choose to add each record individually, you will be prompted to add each subsequent record until the entire database has been imported. To import data without having a constant dynamic link, uncheck the create link checkbox. Click here to return to the top of the page.
Exporting PHONEslips data into Timeslips
Step 2) From the File menu option select Timeslips and Export. A dialog box will appear displaying the first PHONEslips record in your database. Step 3) You may choose to just "add" one record at a time, or you may "Add All" records. If you choose to add each record individually, you will be prompted to add each subsequent record until the entire database has been imported. To import data without having a constant dynamic link, uncheck the create link checkbox. Click here to return to the top of the page.
Step 2) From the File menu option select Timeslips and Synchronize to start the synchronization process Disabling Auto Synchronization
Step 2) Click on File and Timeslips, then remove the check mark from the "Synch on start up".
Note: An active link must be established on all workstations that wish to use the Timeslips generation features of PHONEslips.
Step 2) From the file menu select Timeslips and Activate to activate the link for that workstation. Once selected all linking functions are available on that workstation.
Step 2) from the File menu select Timeslips and deactivate Step 3) A dialog box willappear prompting you to confirm the deactivation. Click on the "yes" button to complete the deactivation.
Method 1
Step 2) Click on the Add button to add a new record Step 3) Enter the desired information then click on the Save button. Step 4) A dialog box will appear asking if you would like to add that record into Timeslips. If you choose Yes the entry will be added in both the PHONEslips phone list and the Timeslips Client list. If you choose No, the new record will only be saved in the PHONEslips Phonelist.
Step 2) Scroll to the entry you would like to establish a link for. Click on the Info button to bring up the Phone List Detail screen. Step 3) Click the Entry Linked box to bring up the Link to Timeslips dialog box listing the available Timeslips records. Scroll down to the desired Timeslips record and click the OK button to select that entry. A check mark will appear in the Entry Linked box signifying that a dynamic link exists between this record and the corespondingTimeslips record. Click here to return to the top of the page.
Step 2) In the dialog box that appears, croll to the entry you would like to delete the link for. Step 3) Click on the Info button to bring up the Phone List Detail screen Step 4) Click on the Entry Linked box. A dialog box will appear displaying the status of the record. To delete the rcord link, click the Break Link button. the check mark will be removed from the Entry Linked box in the Phone List Deatail screen.
Step 2) From the File menu click on Timeslips and Delete Link Step 3) A dialog box will appear requesting confirmation for deleting the link. Click yes to delete the link, or no to cancel the operation. Click here to return to the top of the page.
Creating Timeslips from PHONEslips
Step 2) Scroll down to a phone message you will be returning a call for Step 3) Click on the view button or double click on that message. Step 4) A Slip button will sppear on the lower right corner of the View Message screen. Click on the Slip button to bring up a new Create a Timeslip screen. The User, Client, and Activity fields must be filled in before the timeslip can be saved and written to the Timeslips database
Step 2) from the File menu click on Timeslips and select Auto-link. Step 3) Select which fields should be identical when identifying linkable records. Step 4) Once a record match has been located a Confirm Link dialog will appear prompting the user to confirm the link status for that record.
Important Note: By default the Timeslips Name field will populate the PHONEslips Listname field when you import from Timeslips. If you wish to change this so that the Timeslips Nickname field populates the Listname field in PHONEslips instead, you must manually edit the pslips.cfg file on the PHONEslips server. To change this setting follow these steps: Step 1) Browse to the Pslips directory on your PHONEslips server. Step 2) Double click on the file called pslips.cfg to edit it. An 'Open File With' dialog box may appear, if so choose notepad from the list. Step 3) In the pslips.cfg file, find the [TSLINK32] section, and add the line UseNickname=1 so the result would look similar to the this: [TSLINK32]
Be aware that this entry is case sensitive.
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© 2003, Telexis Inc. PHONEslips is a trademark of Telexis. All other trademarks are the property of their respective holders |