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
   
   

FollowMe!

 

FollowMe! is a unique service which allows On Net calls to be re-directed to mobile or fixed telephone lines. Designed for the mobile phone in particular FollowMe! is simple to use and requires two actions to make it work.

How to enter phone numbers

In your personal profile you can add in your regular off net phone numbers.

 

These should be entered as follows:

The number should start with a “+” and have the full country code and number but normally exclude the leading zero where appropriate (e.g. +441534746533). If you are in doubt get some one to try to call you or call the operator for assistance.

Inside the U.S:  These 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.

Once the numbers are stored against your personal profile they are available for viewing with your contact information if you have set the option to allow people to view you in the directory.

These numbers will also appear in the FollowMe! Tab if you select this option when trying to call someone who doesn't reply to an On Net call.

 

To use FollowMe! just click on the phone number and the details will be automatically keyed into the phone pad and the number called for you.

The rates that you will be charged for the call are also displayed. These rates can also be viewed at www.WhitePhone.com