Contents | Index | Search

• Introduction
• 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
  • Splash Screen
  • Welcome Screen
  • Tip of the Day
  • User Interface
    • Toolbar
      • Home Tab
      • Folders Tab
      • Follow Up Tab
      • Settings Tab
      • Help Tab
    • Menus
      • File Menu
      • Tools Menu
      • View Menu
      • Help Menu
    • Inbox
    • Folder Tree
    • User List
    • Status Bar
    • Message Lists
      • Message List Columns
        • Changing the Order of Columns
        • Changing the Width of Columns
        • Selecting Which Columns to Display
      • Color Coding
      • Search Bar
    • Information Panel
      • Follow Up Notes
      • Caller Information
      • Message Preview
    • Splitters
  • User Interface Modes
  • Configuring the Toolbars
  • Message Notification Service Error
• Messages
  • Phone Messages (Incoming)
    • Logging an Incoming Call
      • Message Date and Time
      • Recipients
      • Caller's Name
        • Adding a New Caller with Additional Details
        • Editing an Existing Caller
      • Phone Number
      • Company
      • Category
      • Message Details
      • Subject
      • Reference
      • Attachments
      • Message Text
      • Options Button
      • Sending the Message
  • Phone Messages (Outgoing)
    • Logging an Outgoing Call
      • Message Date and Time
      • Recipients Name
      • Company
      • Phone Number
      • Notes
      • Category
      • Subject
      • Reference
      • Message Options
      • Attachments
      • Message Text
      • Saving the Message
  • Text Messages
    • Creating a Text Message
      • Message Date and Time
      • Recipients
      • Category
      • Subject
      • Attachments
      • Message Options
      • Message Text
      • Sending the Message
  • Viewing Messages
    • Viewing Phone Messages (Incoming)
    • Viewing Phone Messages (Outgoing)
    • Viewing Text Messages
    • Viewing Message Read Receipts
    • Viewing Email Replies
    • Viewing Email Read Receipts
    • Viewing Email Delivery Failure Messages
    • Viewing Attachments
  • Forwarding Messages
  • Replying to Messages
  • Resending Messages
  • Moving Messages to Another User's Inbox
  • Message History
  • Editing Received or Sent Messages
  • Deleting Messages
  • CallFlow
  • Printing Messages
    • Print Messages
      • Printing Options
      • Example Printouts
    • Quick Print
    • Print Message List
  • Emailing Messages
    • Email Message Settings
• Short Messages
  • Pushover Messages
    • Sending a Pushover Message
  • SMS Messages
    • Sending an SMS Message
• Folders
  • Inbox
    • Message Filtering
  • Outgoing Folder
  • Sent Folder
  • Deleted Folder
  • Personal Folders
    • Adding a Personal Folder
    • Editing a Personal Folder
    • Deleting a Personal Folder
    • Emptying a Personal Folder
    • Accessing a Personal Folder
    • Changing a Personal Folder to a Public Folder
  • Public Folders
    • Adding a Public Folder
    • Editing a Public Folder
    • Deleting a Public Folder
    • Emptying a Public Folder
    • Accessing a Public Folder
    • Changing a Public Folder to a Personal Folder
  • Group Folders
    • Adding a Group Folder
    • Editing a Group Folder
    • Deleting a Group Folder
    • Emptying a Group Folder
    • Accessing a Group Folder
  • Sub-Folders
    • Adding a Sub-Folder
    • Editing a Sub-Folder
  • Undeleted Folder
  • Moving Messages
  • Moving Folders
  • Folder Message Counts
  • Searching Folders
  • Navigation Bar
• Following Up
  • Mark Messages for Follow Up
  • Mark Follow Ups as Completed
  • Unmarking a Message for Follow Up
  • Automatically Marking Messages for Follow Up
  • Follow Up Notes
    • Add a Follow Up Note
    • Edit a Follow Up Note
    • Delete a Follow Up Note
    • View a Follow Up Note
    • Printing Follow Up Notes
  • Reminders
    • Adding a Reminder
    • Editing a Reminder
    • Viewing Due Reminders
    • Managing Reminders
    • Reminder Alerts
• Caller ID
  • CallerID.com
    • How It Works
    • Installing the Caller ID Service
    • Configuring CallerID.com
    • Caller Information
    • Call History
      • History List
      • History Graph
  • TAPI
    • How It Works
    • Configuring TAPI
    • Caller Information
    • Received Calls
    • Dialling a Number
      • Dialling a Number from the Inbox
      • Dialling a Number from Received Calls
• Global Searching
• Passwords
  • Changing Your PhonePad Password
• Preferences
  • General
  • Startup
  • Notifications
  • Messages - 1
  • Messages - 2
  • Messages - 3
  • Messages - 4
  • Follow Up
  • Reminders
  • Address Book
  • Telephone Setup
  • Short Messaging
    • Pushover Messages
    • SMS Messages
  • Message Alert
  • Voice Announcements
• Automatic Message Forwarding
  • Forward to Other PhonePad Users
  • Forward Via Email
  • Forward Via SMS
  • Forward Via Pushover
  • Availability Settings
  • Important Information About Automatically Forwarded Emails
• Address Book
  • Address Tabs
  • Add an Address Book Entry
  • Edit an Address Book Entry
  • Delete an Address Book Entry
  • View an Address Book Entry
  • Print Address Book Entries
  • Importing Your Contacts
  • Exporting Your Contacts
  • Deleting All Entries
  • Setting the Columns
  • Address Book Settings
  • Searching
  • Documents
    • Adding a Document
    • Editing a Document
    • Deleting a Document
    • Opening a Document
    • Saving a Document
    • Searching for Documents
  • Close the Address Book
• System Information
• Control Bar
  • Control Bar Settings
  • Launching ControlBar
• Shortcuts
• Instant Chat
  • Starting a Chat
  • Receiving a New Chat
  • Ending a Chat
  • Settings
  • Closing Instant Chat
• Message Alert
  • Menu
  • Setting Up Message Alert
    • Select the Inboxes You Want to Monitor
    • Set the Message Checking Frequency
    • Set the Notification Display
    • Save Your Settings
  • Using Message Alert
  • Starting and Stopping Message Alert Automatically
• ToDo List
  • User Interface
    • ToDo List Columns
    • Control Panel
    • ToDo List Popup Menu
  • ToDo List Settings
    • General Settings
    • User Access
  • Adding a ToDo Task
  • Editing a ToDo Task
  • Deleting a ToDo Task
  • Marking a ToDo Task as Completed
  • Task Reminders
  • Dragging and Dropping Messages
  • Opening Messages
  • Managing Recurring Tasks
    • Adding a Recurring Task
    • Editing a Recurring Task
    • Deleting a Recurring Task
• WhereRU
  • User Interface
    • Main Window
    • Toolbar
    • Menus
      • File Menu
      • Tools Menu
      • Help Menu
  • Setting Your Status
  • Setting a Return Time
    • Clearing a Return Time
  • Setting Status Text
  • Comments
  • Resetting Your Status
  • User Details
  • Maintain Status Text
  • Sorting the User List
  • Automatic Message Forwarding
• WorkstationConfig
• Workstation Service Center
• Example Scenarios
  • Setting Up a Common Inbox
    • A. Disabled User Account
    • B. Group Inbox
  • PhonePad for Answering Services
• Connecting Remotely Over the Internet
• Updating PhonePad
  • How Updating Works
  • Installing Server Updates
  • Updating PhonePad from My PhonePad
  • Update Notifications
• Troubleshooting Problems
  • Startup Problems
    • Login Validation Error
    • Windows Startup
    • Freezing on Startup
  • Connection Issues
  • I/O Error 103
  • Checking Windows Permissions
  • Speed Issues
    • Anti-Virus and Anti-Spyware Software
    • Network Connectivity
    • High Network Traffic
    • Heavy Server Load
• Connection Issues
• Support
• Update Plan
  • Renewing Your Update Plan
  • Refreshing Your Update Plan