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
   
   

Messaging

WhitePhone allows users to create video mails, voice mails and text messages for other WhitePhone users. These messages can be sent to anyone who is an existing WhitePhone user and a single copy of a message can be sent to multiple recipients.

If a WhitePhone user is unavailable, off line or engaged on a call, you can choose to leave a message for the user providing they have their personal options set to receive. Alternatively, at any time you may send a message without calling the user.

All unread messages will ALWAYS appear at the top of the received messages list. Once they have been read they will then archive to the correct chronological position in the received messages history.

Creating a Video Mail

( you must have a webcam to use this feature)

You can create a video mail by:

  • Right-clicking on a contact in your online monitor.
  • Right-clicking on the contact in your Personal Address Book under the Find tab.
  • Clicking on Send Video button in the contact’s detailed information box.

When you have chosen to send a video mail, you will see the following popup box and a video feed via your webcam will operate.  Press Start Capture to start recording your personalized video mail and Stop Capture when your recording is done. You can Preview and Re-Record your video mail if you like. We recommend that you add a title to your video mail so that the person who receives it has an idea of the contents.

To send additional copies of your video mail, select the CC box and add in the additional people that you wish to receive the video message.

Other recipients of a video mail can’t tell who the mail has been sent to and you may need to bear this in mind when recording your message. You can also type in a header for your video mail which will allow the recipient(s) to see the subject and retrieve it more easily in future.

If your video mail is now complete just click Send.

 

Creating a Voice Mail

You can create a voicemail by:

  1. Right-clicking on a contact in your online monitor.
  2. Right-clicking on the contact in your Personal Address Book under the Find tab.
  3. Clicking on Send Voice button in the contact’s detailed information box.

If you call a user who is not available or doesn’t answer you will hear a short message saying “Sorry I can’t take your call…..” and you can also leave a voicemail.

To leave a voice mail click on the Voice button. Then select Start Record. You can leave up to 60 Seconds of voice message and when you have finished hit Stop Record. If you are happy with the message press Send. If you want to listen to you message before sending hit Play. If you are unhappy with your message and want to re-record press Re-Record. To send additional copies of your voice mail, select the CC box and add in the additional people that you wish to receive the voice mail message.

Other recipients of a voice mail can’t tell who the mail has been sent to and you may need to bear this in mind when recording your message. You can also type in a header for your voice mail which will allow the recipient(s) to see the subject and retrieve it more easily in future.

If your voice mail is now complete just click Send. Once your voice message is sent successfully you will see “Message Sent”.

Alternatively you can send a voice mail message without calling a user by :

  • Right clicking on a contact in the Online Monitor and selecting Send Voice.
 
  • Double clicking on a Name in Address Book to bring up their profile and selecting Send Voice.
 
  • Double clicking on a Name in Net Call Logs to bring up their profile and selecting Send Voice.
 

Please note you can only leave Voice Mail for people who have selected to receive these in their preferences settings.

Creating Text Messages

You can create a text message by:
  • Calling someone who does not answer or is not available and select to leave a Text message. Click on the Text button, type your message and press Send, or
 
  • Double clicking on a Name in Personal Address Book to bring up their profile and selecting Send Text.
 
  • Double clicking on a Name in Net Call Logs to bring up their profile and selecting Send Text.
 

Text messages are limited in character length.

To send additional copies of your text message, select the CC box and add in the additional people that you wish to receive the text message.

Other recipients of a text message can’t tell who the message has been sent to and you may need to bear this in mind when wording your message. You can also type in a header for your message which will allow the recipient(s) to see the subject and retrieve it more easily in future.

If your text message is now complete just click Send. Once your text message is sent successfully you will see “Message Sent Successfully”.

Please note you can only leave text messages for people who have selected to receive these in their preferences settings.