User's Guide To Outbound Telenotification

Chapter 1: Introduction to This Manual

• Introduction
  • Overview
• How This Manual Is Organized
  • How to Study the Welcome Chapter
  • How to Study the Introductory Chapters
  • How to Study the Procedural Chapters
  • How to Study the Appendices
• How Each Chapter is Formatted
  • Introduction
  • Concepts
  • Procedure Overview
  • Detailed Directions
  • Summary
• Graphic Conventions Used in this Manual
• If You Have Problems...
  • Before You Call
  • Calling CBSI Technical Support
• Summary

Chapter 2: Welcome to Outbound Telenotification

• Introduction
  • Overview
  • Terms
• How The Program Works
  • How It Works for Your Clients
  • Additional Options
• The Modes of Outbound Telenotification
  • Standard Unattended Mode
  • Polite Unattended Mode
  • Attended Mode
  • Single Branch Format
  • Multiple Branch Format
• Overview: Getting Outbound Telenotification Up and Running
• Retrieving Messages from Outbound Telenotification
• Entering The System Editor
  • Using Windows 95 To Open Business Manager
  • Using Windows 3.1 To Open Business Manager
  • Once You’re In Business Manager
• Windows 95 Vs. Windows 3.1
  • Program Title Bars
  • Program Menus
• Exiting The System Editor
  • Windows 95
    • The X Button
    • The File Menu
    • The Keyboard
    • The Window Control Icon
  • Windows 3.1
  • Committing Changes
• Using the On-Line Help Function
  • Starting Help
  • Exiting Help
• Summary

Chapter 3: The Program Window

• Introduction
  • Overview
  • Terms
• Menus In Outbound Telenotification
  • The Menu Bar
  • Pull-Down Menus
  • File Menu
  • Edit Menu
  • Insert Menu
  • System Menu
  • List!
  • View Menu
  • Help Menu
• Tree Object Tools
• The Tool Button Ribbon
  • The Cut Button
  • The Copy Button
  • The Paste Button
  • The Prune Button
  • The Help Button
  • The Full/Standard Expansion Button
  • The Summary/Detail Button
• Special Key Functions
• The Status Line
• Summary

Chapter 4: The System Editor

• Introduction
  • Overview
  • Terms
• The System Tree and What It Means
• If There is No Respondent
• The Tree Objects
• Tree Object Details
  • The System Greeting
    • The Details
    • In The Example System Tree
  • Initial Prompt
    • The Details
    • In the Example System Tree
  • Question Headers
    • The Details
  • Questions
    • The Details
    • In the Example Tree
  • Prompts
    • The Details
    • In the Example Tree
  • Control Points
    • The Details
    • In the Example Tree
• Object ID’s: What They Do And What They Mean
• The Script Editor
• The Play Box
• The Record Box
• The Insert Tree Object Box
• Summary

Chapter 5: Modifying the System Tree

• Introduction
  • Overview
  • Terms
• Changing Scripts and Speeches
  • Changing an Object’s Script and Recorded Speech
  • Changing an Object’s Description and ID Speech
• Disabling and Enabling Tree Objects and/or Speeches
  • Disabling / Enabling Tree Objects
    • Concepts
    • Procedures
  • Disabling/Enabling Speech
    • Concepts
    • Procedures
• Committing Changes To The System Tree
• Summary

Chapter 6 Creating Phone Lists

• Introduction
  • Overview
  • Terms
• The Number Lists Box
  • Opening the Number Lists Box
  • The Available Dialing List
  • Control Buttons
  • Closing the Number Lists Box
• The New Phone List Box
  • Entry Fields
  • The Phone List Name Section
  • The Add to New Numbers Section
  • The Phone List Section
  • The Count Section
  • The Manually Add Section
  • The Control Buttons
• The Edit Phone List Box
  • Using the Search Function
• The Import Function
  • Importing Considerations
    • File Types and Issues
    • Acceptable File Types
• Deleting A Number List
• Creating A New Number List, A Tutorial
  • Manually Adding A New Number List
  • Importing A New Number List
  • Automatically Generating A New Number List
  • Copying A Number List
• Editing A Number List, A Tutorial
  • Editing Individual Phone Numbers
  • Making Global Changes
• Summary

Chapter 7: Running Unattended Modes

• Introduction
  • Overview
  • Terms
• Standard Unattended Mode
  • Single Branch Format
    • Set Up
  • Multiple Branch Format
    • Description
    • Set Up
• Polite Unattended Mode
  • Single Branch Format
    • Set Up
  • Multiple Branch Format
    • Description
    • Set Up
• Running Unattended Modes
• Stopping Unattended Modes
• Summary

Chapter 8: Running Attended Mode

• Introduction
  • Overview
  • Terms
• The Attended Mode Box
• Single Branch Format
  • Set Up
  • Running the Application
• Multiple Branch Format
  • Set Up
  • Running the Application
• Summary

Chapter 9: Retrieving Messages

• Introduction
  • Overview
  • Terms
• Retrieving through the System Editor
• Retrieving Messages Using Boxwatch
• Summary

Chapter 10: Printing Reports

• Introduction
  • Overview
  • Terms
• Printing a Phone List Status Report
• Printing the System Tree Report
• Printing the Detailed Tree Report
• Configuring Your Program Using "Print Setup"
• Summary

Chapter 11: Performing Specific Tree Operations

• Introduction
  • Overview
  • Terms
• Customizing the Existing System Tree
• Adding and Configuring Tree Objects
  • Question Headers
    • Adding A Question Header To The System Tree
    • Configuring The Added Question Header
  • Questions
    • Adding A Question To The System Tree
    • Configuring The Added Question
  • Prompts
    • Adding A Prompt To The System Tree
    • Configuring The Added Prompt
  • Control Points
    • Adding A Control Point To The System Tree
    • Configuring The Added Control Point
• Deleting and Undeleting Tree Objects
  • Deleting Tree Objects
  • Undeleting Tree Objects
• Your Own System Tree
  • Designing Your Tree
  • Building Your Tree
  • Testing Your Tree
  • Managing Your Tree
• Summary

Chapter 12: Advanced Functions and Features

• Introduction
  • Overview
  • Terms
• On Completion Run
• Dial and Chain
  • Deluxe Opinion Survey
• Place Holders: What They Are and How They Work
• Advanced Prompt Considerations
• Advanced "Goto" Control Usage
  • On the Initial Prompt
  • On Question Headers
• Changing Tree Object ID’s
• Chaining to Other CBSI Phone Applications
• Advanced Recording Features
  • "Transfer" and "Replace"
  • ."WAV Copy" and ."WAV Paste"
    • Supported Sound Clips
    • Using the File Selection Dialog Box
    • Copying a wave file
    • Pasting a Wave file
• Importing and Exporting Messages
  • Exporting Questions
  • Importing Questions
• Making Variants of Outbound Telenotification
  • Why Make Other Variations?
  • Where to Find More Information
• Copying Between Application Variants
• About the Paste Buffer
• Moving Objects in the System Tree
  • The ‘Drag and Drop’ Move
  • The ‘Drag and Drop’ Copy Move
• Using Multiple Phone Lines
• Summary

Appendix A: Installing Outbound Telenotification

• Introduction
  • Overview
  • Terms
• Installing the Application

Appendix B: Key Combinations

• Introduction
  • The File Menu
  • The Attended Mode File Menu
  • The Attended Mode Help Menu
  • The Edit Menu
  • The Insert Menu
  • The System Menu
  • The View Menu
  • The Help Menu
  • The Number Lists Box
  • The New Phone List Box
  • The Edit Phone List Box
  • The New Phone List Box**
  • General Screen and Box Commands

Glossary of Terms