Business User Guide

Getting Started
 
Starting the software for the first time
 
Logging in
Forgotten Your Password?
   
Set Up Your Profiles and Options
 
 
Personal Profile
 
Change Password
Photo Upload
Preferences
Options
Regions
Company Profile
 
Logo Upload
Regions
   
User Admin
 
Adding a New User
User Permissions
 
Changing User Permissions
   
Online Monitor Status
 
Online Monitor List Right Mouse Click Options
Understanding Icons in Your Address Book
   
FollowMe!
 
How to Enter Phone Numbers
   
FastTalk!
 
How to Enter Phone Numbers
 
Import Contacts
Importing other address books
   
Find Contacts, Address Books and Online Monitor
 
Personal Address Book
 
Adding/Removing Address Books
Search Contacts
 
Adding a Contact to Your Address Book
Deleting a Contact from Your Address Book
Adding a Contact to Your Online Monitor
   
Diary (Calendar)
 
Adding New Appointments
   
Making Calls
 
Free PC to PC Calls
 
Making a Call
Accepting an Incoming Call
Ending a Call
PC to Phone Calls – PSTN
 
Making a PC to Phone (Off Net) Call
Adding Money to Your Phone Account Balance
Call Logs
 
PC to PC Call Logs
Phone Call Logs
   
Messaging
 
Creating a Video Mail
Creating a Voice Mail
Creating Text Messages
Receiving Messages
Retrieving Messages
 
Voice Messages
Text Messages
Video Message
Announcements
Reminders
Contact Requests
Deleting Messages
   
CRM (Customer Relationship Management)
 
Creating a New CRM Record for a User
Viewing CRM Records
   
Business Communications in the Markets!
 
How to Make an Announcement
   
Network Connections, Security, Http 1.1 and Firewalls
 
Network Connections
Security
Http 1.1
Firewalls
 
Checking Windows Personal Firewalls
 
Windows XP SP2 Firewall
 
McAfee Security Centre
 
Norton Internet Security
 
Zone Alarm Pro security system
   
Step by step guide to troubleshoot firewall problems
   
   

Profiles and Options

WhitePhone Business allows you to set your personal and company profiles through the Profiles main tool bar at the top of the screen. Please note you may not have access to amend your company details if you are not an Administrator for your company.
 

Personal Profile

In your Personal Profile you can edit your personal contact details, change you password, upload a photo, set your business preferences, view and edit Options and Regions.

Select Personal Profile from Profiles in the main tool bar.
These details will have been pre filled from the data you provided when you or your administrator registered for WhitePhone Business. If any of the details are incorrect edit the information and click OK.

It is very important that your telephone numbers are listed correctly as these will be used for the FollowMe! Service. The correct format is:

+44 1534 746533

Where 44 is the country code (this one is for the UK ). 

If you are not sure what your country code is you can find it out by clicking on the Call tab, then click on Phone Calls and select your country from the list.

Numbers should be entered in the international format which means they start with a + and have the full country code and number but normally exclude the leading zero where appropriate (e.g. +441534746533).

Inside the U.S. US and Canada numbers should be entered in international format which means phone numbers must start with the + sign, followed by the 1 and the phone number. No dashes are necessary. For example, if your number is (310) 624-3884, the correct format would be +13106243884.

 

Change Password

If you are not content with your chosen password you can change it by following these steps:
  • Click the Change Passwords tab under Profiles / Personal Profile.
  • Type your current password into the Current Password box.
  • Type your new password into the New Password box.
  • Re-type your new password into the Confirm New Password box.
  • Click the Change Password button.

Photo upload

We strongly recommend that you upload your photograph to personalize your communications experience.

To upload your personal photo click on Photo Upload under Profiles / Personal Profile.
Your image must be either GIF or JPEG format and be 160 pixels wide by 120 pixels high. The total file size must be under 50kb (the smaller the better as this image is displayed in the called party’s call window).

To upload your photo click the Browser button, find the photo on your hard disk and double click on the file name. The photo will be displayed in the Photo Upload tab. If this is the correct photo click the Upload Photo button. If the photo is the correct size and format the image will be sent to WhitePhone for approval. Our team will review this shortly and make the image live. There could be a small delay whilst this happens, so don’t get concerned if it takes a little while for your image to appear.

Need to resize your photo?

If you need help in scaling your photo please click the Image Processor button. This will take you to our web site where you can upload any image in JPEG or GIF format.

If you have an image that is too large (over 160x120 pixels) to be used as your photo, then this utility will attempt to resize it for you.

Click on the Browse button below to select which image you wish to resize, and then click on the Resize button.

Please wait after clicking on the 'Resize' button, uploading the image may take some time if it is a large file.

Once you have processed your image just save it to your computer. Please note that our Image Processor will not resize animated files.

To upload your resized image click on Browse, find the resized image from your computer and click the Photo Upload button.  

Image Library

If you prefer to have a “fun” image, you can also browse our Image Library to choose between variety of saved images and animated graphics.

Preferences

Preferences allow you to select, from a range of announcements that are created in Markets. Markets is discussed in greater detail later in this manual. When an announcement is made, in the Markets that matches your preference and the geographic areas that your company operates in, you will automatically receive a message, with details of the announcement. You can choose to reply or delete the message. Only if you reply to the message will your details become known to the party that generated the announcement. The system is entirely anonymous unless you choose to respond.

Options

Click on the Options tab under Profiles / Personal Profile. Options allow you to set your call, directory and message options.

Calls

Who do you want to be able to call you?

Select one of the following options from the drop down list and click the OK button :

  1.   Select Anyone – to allow all calls
  2. Only people from my company
  3. Only people in my address book
  4. Only people in my address book or my company

Messages

You can select either Yes or No to receiving Video and Voice Messages.
If you make a change click the OK button at the bottom of the window to make the changes take effect.

Who do you want to be able to leave messages for you?

Select one of the following options from the drop down list and click the OK button :

  1. Select Anyone – to allow all messages
  2. Only people from my company
  3. Only people in my address book
  4. Only people in my address book or my company

Which outgoing answer-phone message do you want to have played?

Select either male or female voice for your answer message. If you are not available and you have selected to receive voice mail message a user will hear “Sorry I can’t take your call …..”

Contacts and Find Listing

Do you want to be included in the company details page as a primary contact for your company?

If you are a key contact for your company select Yes and if you are not select No.

 

Do you want people to be able to find your details by searching in our directory (under the Find tab)?

If you want people to be able to find your details and enable them to contact you select Yes and if you do not want to be visible select No. To avoid spam, your email address remains confidential and is never displayed to other users.

 

Can other users add you into their contact lists?

Select one of the following options from the drop down list and click the OK button :

  1. Allow anyone.
  2. Always ask me first. If you select this option when a user tries to add you to their contact list a message will be sent to you for approval or decline before you can be added to their list.
  3. Allow anyone from my company, otherwise ask me.

Time Zone

Select your current time zone from the drop down list. This will ensure that other users will know what time zone you are in. Time zones can be found in a user's personal profile.

Regions

Click on the Regions tab under Profiles / Personal Profile. Regions allow you to select the countries for which you are interested in receiving announcements that are created in Markets.

From the drop down list you can choose All Countries or particular regions:

  1. All
  2. Africa
  3. America
  4. Asia
  5. Europe
  6. Middle East
  7. Pacific

You can also select the countries separately checking the box in along side the country name.

After you have set your preferences click the OK button.

Expanding functionality available via the system tray

Right-click on the WhitePhone Business icon on your task bar bottom-right of your screen.

You will be able to perform the following tasks:

  1. Open the application on your desktop.
  2. Set your online status.
  3. View your messages received.
  4. Find out the version of your installed client.
  5. Logout from your current session.
  6. Exit and shut down the application from your machine.