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
  • 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