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

Company Profile

Company Profile

In your Company Profile you can edit your company contact details, upload a logo, and select the regions you do business in, providing you have admin access to this area.

Please note: the first user to sign up for WhitePhone Business will have full administration rights while the other additional users will only have it if the first user has given them access.

 

Providing you have administration rights to access this area you can amend your company contact details. Please ensure this information is correct, as it will be displayed to other companies.

When the information is correct click the OK button.

Logo Upload

To upload your company logo click on the Logo Upload Tab under

Profiles / Company 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 20kb.

To upload your logo click the browser button, find the logo on your hard disk and double click on the file name. The logo will be displayed in the Logo Upload tab. If this is the correct logo click the Upload Logo button. If the logo 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.

Need to resize your logo?

If you need help in scaling your logo please click the Image Processor button. This will take you to our web site where you can upload any image in JEPG 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 logo just save it to your computer. Please note that our Image Processor will not resize animated files.

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

Image Library

You can also use our Image Library to choose between variety of saved images and animated graphics.

Regions

Click on the Regions tab under Profiles/Company Profile.

Select the countries that you do business in by checking the box along side the country name. To make selection more simple and specific use the drop down region list and the Select All Displayed button. This information will be used to match/provide business opportunities for the products/services your company offers. This information we use to match business announcements from the Markets.