User's Guide to Business Manager

How to Study the Introductory Chapters
How to Study the Procedural Chapters
How to Study the Appendices

Introduction
Concepts
Procedure Overview
Detailed Directions

Before You Call
Calling Technical Support

Chapter 1: Introduction to the Manual

Introduction

We designed this manual for ease of use by you. Think of this manual as the road map to your Business Manager program. You can plan your trip to save time, effort, or both. If you plan a trip in advance, then you know where you're headed and how to get there. Likewise, if you read the manual now, you'll know where the program leads (and also how to get there).

We structured this manual so that you could read through the first few chapters and start using the program, bare bones style, while the rest of the manual fleshes out the basics of the program. We go over what you need to do to:

• Understand the parts of Business Manager

• Effectively use Business Manager to control and manage your CBSI Phone programs

How This Manual Is Organized

The chapters in this manual are divided into two sections:

Section

Chapters

Purpose

I.

2 and 3

An explanation of the purpose of the program, as well as interpreting and understanding the system's appearance and structure.

II.

4 to 12

The 'main course' of the program. Configuring phone lines, managing applications, scheduling applications, using the Monitor program, and understanding and using the Combination Application Editor. Also includes using the Boxwatch program, printing telephone activity reports, and setting management options.

How to Study the Introductory Chapters

The two introductory chapters acquaint you with the concepts of the Business Manager program and the Business Manager program window. You may read them at any time, with or without using the computer.

Chapter 2 introduces you to the concepts and principles of the program and what it does, how to start and exit the program, and how to use the program's On-Line help.

Chapter 3 discusses the pull-down menus and boxes used in the program window, as well as the window controls.

These important chapters lay the foundation for your work with the program, giving you the what's and the why's of the program. When you complete these chapters, you'll understand what the program does and how it works.

How to Study the Procedural Chapters

The ten procedural chapters show you exactly how to configure, manage, modify, and use the Business Manager program. You need to be at your computer as you read these chapters.

Chapter 4 discusses the controls you use within the program to configure the phone lines, and also the procedures you use to do so.

Chapter 5 shows you how to manage applications using the Application Configuration box. This chapter includes procedures for editing an Application Tree, as well as adding and deleting applications.

Chapter 6 shows you how to schedule applications so that you may run them. This chapter discusses the controls you use to schedule applications, and covers the procedures for creating schedules.

Chapter 7 discusses the controls of the Monitor program. Monitor is a program that you use in conjunction with Business Manager to control applications that are running. This chapter also contains the procedures you use to control the Monitor program.

Chapter 8 introduces you to the Combination Application. This chapter includes discussions that explain how the Combination Application works, and procedures that you follow to enter and exit the System Editor, the controls in the Combination Application Editor Window, and the system structure.

Chapter 9 shows you how to use the Combination Application Editor. This includes procedures for adding, configuring, modifying, and deleting parts of the system tree, as well as committing changes to the system tree.

Chapter 10 shows you how to use the Boxwatch program. This is a program that you use in conjunction with Business Manager to detect messages left in a running application.

Chapter 11 shows you how to print the Telephone Activity reports. This chapter includes discussions and procedures for planning, creating, saving, printing, and using a Telephone Activity report.

Chapter 12 shows you how to set the management options for your Business Manager program. Discussions and procedures in this chapter pertain to the controls you use in the Global Settings box to customize the management of your Business Manager program.

These chapters give you the hands-on skills you need to become comfortable using the Business Manager program. When you complete these chapters, you have performed all of the procedures necessary to use the program efficiently.

How to Study the Appendices

The appendices provide you with additional reference help. The table below describes each appendix:

Appendix

Title

Purpose

A

Installing Business Manager

Shows you how to add the Business Manager program to your computer if you did not buy a CBSI computer, or purchased this program later.

B

Phone Lines and Voice/Telephone Cards

Contains discussions and procedures pertaining to the connecting of phone lines and the installation and settings of voice/telephone cards.

C

Short-Cut Key Combinations

A listing of the key combinations you may use to perform certain functions and operations.

D

Glossary of Terms

Provides definitions for specific and technical terms.

How Each Chapter is Formatted

The chapters in Sections II have a similar organization. As you study these procedural chapters, notice that each one is divided into 4 main parts:

• Introduction

• Concepts

• Procedure Overview

• Detailed Directions

Introduction

The introduction tells what you will learn in each chapter. It also provides definitions of terms that are used the chapter.

Concepts

This section of the chapters discusses the concepts pertaining to the procedures and controls you will be using.

Procedure Overview

This overview is a description of the procedure that follows it. This overview serves two purposes:

• It provides a quick reference after reading the chapter.

• Experienced computer users may find that it provides them with all the information needed to successfully perform the selected procedure.

Detailed Directions

We include a Detailed Directions portion of each procedural chapter for the less experienced user. This section provides step-by-step instructions for using each part of the Business Manager program. Although the new computer user will want to study and follow these instructions to the letter, they later become a valuable problem solving tool for users of any experience level.

Graphic Conventions Used in this Manual

Windows programs allow you to use either a mouse or the keyboard to move about the screens or to select options. When you see an instruction like this: j+ l, you are being shown keys on your keyboard or are being instructed to press keys on your keyboard.

When you see a button in the left margin, this indicates that you click that button to start the action or procedure under discussion in the corresponding paragraph.

Remember, once you delete a Client Form, it's gone forever (unless you re-enter it).

When you see an italicized note in the left margin, we are providing an advisory message or other useful information that relates to the discussion in the adjacent paragraph.

If you need to type some information in a field, the information you need to type appears in the following style:

Information

If a period (".") follows the information, do not type the period.

If You Have Problems...

This section contains the number for Technical Support, as well as some pre-call procedures for you to follow. You should carefully read the appropriate chapters in this manual to attempt to solve your problem before you call for technical support. However, we do understand that the manual may not provide an answer, so please call and we will gladly help you.

Before You Call

Before you call Technical Support, there are a few things you can do to help our Technicians provide you with prompt and efficient service:

Know the name and the version number of the program with which you need help. You can get this information from the label of the install disks, or by selecting the About option from the Menu bar of your program. Problems and their solutions vary from version to version.
You need to know your computer well enough to tell the technician about your computer's hardware.
Prepare a description of your problem, such as what you were doing when you encountered the problem. It may also be helpful if you write out the steps that you took to get the problem. The more detail you can provide, the better the chances are that our technicians can identify the cause of the problem.
Write down the exact wording of any advisory messages you encounter. Our technicians can trace and solve most problems using these messages. These messages are oftentimes the key to proper diagnosis.
Be at your computer when you call! Technical Support walks you through the steps that created the problem, and also shows you the correct way to do what you want to do.

These steps may sound time consuming (5 to 10 minutes, usually), but they are necessary to ensure proper diagnosis. They may also help you to understand the way your computer works. After you've properly prepared for the call, it's time to call Technical Support.

Calling Technical Support

If you encounter any problems during the installation or running of your Business Manager Program and you cannot resolve the problem by reading this manual, call our Technical Support Department at:

(615)-874-9495
Weekdays--8:00 a.m. to 6:00 p.m. EST
Saturday--9:00 a.m. to 6:00 p.m. EST

Section	Chapters	Purpose
I.	2 and 3	An explanation of the purpose of the program, as well as interpreting and understanding the system's appearance and structure.
II.	4 to 12	The 'main course' of the program. Configuring phone lines, managing applications, scheduling applications, using the *Monitor* program, and understanding and using the Combination Application Editor. Also includes using the *Boxwatch* program, printing telephone activity reports, and setting management options.

Appendix	Title	Purpose
A	Installing *Business* *Manager*	Shows you how to add the *Business* *Manager* program to your computer if you did not buy a CBSI computer, or purchased this program later.
B	Phone Lines and Voice/Telephone Cards	Contains discussions and procedures pertaining to the connecting of phone lines and the installation and settings of voice/telephone cards.
C	Short-Cut Key Combinations	A listing of the key combinations you may use to perform certain functions and operations.
D	Glossary of Terms	Provides definitions for specific and technical terms.