Contents | Index | Search

• Introduction
  • What's New in PhonePad 5
    • Changes for Users
      • Changes and New Features
    • Changes for Administrators
      • System Changes
      • Application Changes
      • New Features
    • Connection Modes
    • Updating PhonePad
• Installing PhonePad 5
  • System Requirements and Specifications
  • Installing PhonePad 5 Server
    • Download PhonePad 5 Server Setup
    • Anti-Virus Software
    • Installing PhonePad on a Server
      • Installation
    • Installing PhonePad on a Host PC
      • Installation
    • PhonePad 5 Workstation
      • Installing PhonePad 5 Workstation on My Server or Host PC
  • What is a Host PC?
  • Installing PhonePad 5 Workstation
    • Download PhonePad 5 Workstation Setup
    • Installing PhonePad 5 on a Workstation
    • Setting a Startup Delay
  • Data Migration
    • Preparing for Data Migration
    • Migrating Your Data
• Getting Started
  • Setting Up the Connection to the Server
    • Connection Troubleshooter
    • What to Do if PhonePad Can't Find the Server
  • Starting PhonePad
  • Version Mismatch
    • What Can Cause a Version Mismatch?
  • Trial Period
  • Logging In
  • Welcome Screen
  • Add Some Users
  • I Forgot My Password
  • User Interface
    • Toolbar
      • Home Tab
      • Folders Tab
      • Follow Up Tab
      • Settings Tab
      • Manager Tab
      • System Admin Tab
      • Help Tab
    • Menus
      • File Menu
      • Tools Menu
      • View Menu
      • Manager Menu
      • System Admin Menu
      • Help Menu
    • Inbox
    • Folder Tree
    • User List
    • Status Bar
    • Splitters
  • User Interface Modes
  • Configuring the Toolbars
• Managers
  • Managing Users
    • Adding Users
    • Editing Users
    • Deleting a User
    • Giving a User Access to Another User's Folders
      • User List for Viewing Inboxes
    • Setting Address Book Permissions
    • Setting Up Automatic Message Forwarding for Users
    • Giving Users Access to SMS and Pushover
    • User Logs
    • Importing Users
    • Managers and System Administrators
    • Setting Appointment Calendar Permissions
  • External Users
    • Importing External Users
      • Importing
    • Adding an External User
    • Editing an External User
    • Sending Messages to External Users
  • Setting Up Groups
    • Adding a Group
    • Editing a Group
    • Deleting a Group
    • Adding a User to a Group
    • Removing a User from a Group
    • Group Folders
      • Adding a Group Folder
      • Editing a Group Folder
      • Deleting a Group Folder
  • Customizing Labels
  • Managing Lookup Lists
    • Contact Types
      • Add a Contact Type
      • Edit a Contact Type
      • Delete a Contact Type
      • Clear All Contact Types
      • Import Contact Types
    • Document Types
      • Add a Document Type
      • Edit a Document Type
      • Delete a Document Type
      • Clear All Document Types
      • Set a Default Document Type
      • Import Document Types
    • Categories
      • Add a Category
      • Edit a Category
      • Delete a Category
      • Clear All Categories
      • Import Categories
    • Custom Field 1
      • Add a Custom Field 1 Item
      • Edit a Custom Field 1 Item
      • Delete a Custom Field 1 Item
      • Import Custom Field 1 Items
    • Custom Field 2
      • Add a Custom Field 2 Item
      • Edit a Custom Field 2 Item
      • Delete a Custom Field 2 Item
      • Import Custom Field 2 Items
    • Message Actions
      • Add a Message Action
      • Edit a Message Action
      • Delete a Message Action
      • Clear All Message Actions
      • Set a Default Message Action
      • Recreate Message Actions
      • Import Message Actions
    • Message Details
      • Add a Message Detail
      • Edit a Message Detail
      • Delete a Message Detail
      • Clear All Message Details
      • Set a Default Message Detail
      • Recreate Message Details
      • Import Message Details
    • References
      • Add a Reference
      • Edit a Reference
      • Delete a Reference
  • Message Archiving
    • Archiving Messages
    • Unarchiving Messages
  • Managing the Chaos
    • Message Overview
      • Message Statistics
      • Average Response Times
        • Message Read
        • Follow Up Completed from Message Logged
        • Follow Up Completed from Message Read
      • User Message Status
    • Master View
    • Dashboard
    • Reports
    • Duplicate Address Book Entries
  • User Email Accounts
  • Show Users in Calendar
• System Administrators
  • Backing Up Your Data
    • Automatically Backing Up Your Database
    • Running a Manual Backup
    • Backup Logs
  • Restoring Your Data from a Backup
    • Restoring a Backup
    • Restoring a Backup for a Previous Version
  • Restoring from a Snapshot
  • Repairing Your PhonePad Database
    • PhonePad Repair Option
      • Repair Now
      • Schedule a Repair
    • Database Repair Application
  • System Rules
    • Application
      • Startup
    • Administrators
    • Security
      • Login
    • Address Book
    • Message Settings
      • Messages
      • Callers
      • Follow Ups
      • Groups
      • Deleted Messages
      • Searching
    • Add Ons
      • Appointment Calendar
      • Instant Chat
      • ToDo List
      • WhereRU
    • Dates and Times
    • Other
      • Email
      • Pushover
      • SMS
  • Communication Settings
    • Email
      • SMTP Server
        • Mail Server
        • Authentication
        • Test Email Settings
      • CloudMail
        • CloudMail Settings
    • SMS
      • Setting Up SMS Global
      • Setting Up Clickatell
    • Pushover
      • Setting Up Pushover
    • Using GMail with PhonePad 5
      • If You Have Google's Two-Step Verification Enabled
      • If You Don't Have Two-Step Verification Enabled
  • MessageSender Queue
  • Notifications
    • Administrator Notifications
    • Users
  • Server Logs
  • Logging Out Users
  • Broadcasting Messages to Users
  • Server Updates
  • Remote Access
  • System Maintenance
  • Server Sessions
  • Speed Test
  • Open Log Viewer
  • SQL Performance Monitoring
  • MessageSender Settings
    • MessageSender Settings
    • MessageSender Templates
      • Email Templates (2) (2)
      • SMS Templates (2) (2)
      • Pushover Templates (2) (2)
      • Template Tags (2) (2)
    • Managing MessageSender Templates
  • Important Information
    • Internet Access
    • Running Programs as an Administrator
• Managing PhonePad Services
  • Options
  • Server IP Address
    • Performance Boost (2)
  • Caller ID Service
  • MessageSender
  • PhonePad 5 Server
    • Processes
    • Sessions
    • Settings
      • Server Settings
        • Performance Boost
        • Scan IP Addresses
      • Support Use Only
  • Service Monitor
    • Settings
  • WebSync Service
• Automatic Message Forwarding
  • Setting Up Automatic Message Forwarding
  • Download MessageSender 6
  • Installing MessageSender 6 on a Server or Host PC
  • Managing the MessageSender Service
    • Installing and Starting the MessageSender Service
    • MessageSender Trial Period
    • Setting Up the MessageSender Service
      • Message Templates (2)
        • Email Templates (2)
        • SMS Templates (2)
        • Pushover Templates (2)
        • Template Tags (2)
    • Managing the MessageSender Queue
    • Purchasing MessageSender 6
    • Licensing MessageSender 6
• Remote Connections Over the Internet
  • 1. Enabling Remote Connections
  • 2. Configuring Your Router to Allow Connections
    • 2a. Opening a Firewall Port
    • 2b. Setting Up Port Forwarding
  • 3. Setting a Static IP Address
  • 4. Installing PhonePad Remote
  • 5. Using PhonePad Remote
  • 6. Updating PhonePad Remote
• Forgotten Passwords
• Sending Caller Information to PhonePad
• Updating PhonePad 5
  • How Updating Works
  • Updating PhonePad from My PhonePad
  • Update Notifications
• Server Applications
  • Config Restore
  • Control Center
  • Database Repair
  • Database Restore
  • Log Viewer
  • Process Monitor
  • Restore Snapshot
• Monitoring the PhonePad Services
• Moving Your PhonePad Database
  • Moving Your PhonePad 5 Database to Another Server or Host PC
  • Relocating Your PhonePad Database to Another Drive
• Protecting Your Data
  • Automatic Backups
  • Manual Backups
  • Backing Up Your Backups
    • Copying Your Backups to External Storage
    • Server Backups
  • Snapshots
    • Backups vs Snapshots
• Troubleshooting Problems
  • Startup Problems
    • Login Validation Error
    • Windows Startup
    • Freezing on Startup
  • Connection Issues
  • Logs
  • I/O Error 103
  • Checking Windows Permissions
  • Speed Issues
    • Anti-Virus and Anti-Spyware Software
    • Network Connectivity
    • High Network Traffic
    • Heavy Server Load
    • Speed Tests
      • What Does the Speed Test Do?
      • Running the Speed Test
      • Speed Test Results
        • Interpreting the Results
      • Speed Test History
  • Multiple Servers
• Other Information
  • Anti-Virus, Anti-Spyware and Other Security Software
    • Real-Time Scanning
    • Firewalls
  • Server Configuration
  • Workstation Configuration
  • Configuration Files
    • PhonePadLocalSettings.ini
      • Editing PhonePadLocalSettings.Ini
  • Application Folders
  • PhonePad 5 Server Folders
  • Purchasing PhonePad
  • Licensing PhonePad
  • PhonePad Home Page
  • Latest News
  • License Information
  • System Information
  • Suggestions
• Support
  • Getting Us to Repair Your Database
    • Uploading Your Database for Repair
    • Downloading Your Repaired Database
• Update Plan
  • Renewing Your Update Plan
• Update Plans