Contents
Phone Tag Contents

This help file contains a list of all Help topics available for Phone Tag.  You can use the scroll bar to see the entries that are not currently visible in the Help window.

For information on how to use Help, press F1 or choose How to Use Help from the Help menu.

Overview	How to Use	Troubleshooting
Menus

File

Memo

Settings

Go IntraNet!

Help


File

New

Open...

Save

Save As...

Print...

Print Setup

Exit


Memo

Create...

Resend...

View

Forward

Delete

Select All

Minimize All...

Restore All

Close All

Cascade


Settings

Preferences...

Fonts...

Colors...

Log...

Toolbar

Smart Buttons

Status Bar

Outgoing

Read

Unread

Current session only


Help

Diagnose Connection

Contents

Legend...

About Phone Tag...


Overview

The Phone Tag application provides a handy method of recording and sending phone memos.  It allows you to create phone memos from your PC and send them directly to people, without having to write the memo down on a piece of paper and physically handing that person the memo.  This application is also helpful for telephone operators and other employees who take a lot of phone memos for other people.

You can set Phone Tag (through the Preferences menu) so that a Phone Tag memo someone sends you automatically pops up on top of any other windows application you are using.

Phone Tag provides a template for your mail memo; you can simply type in the memo, and you do not have to worry about typing the other extraneous information (for example, date time and so on).  This information automatically appears in the template when you bring up the Phone Tag memo template.

See Also:

Opening Phone Tag


How to Use Phone Tag

Accessing ECCO Addressbook

Creating Memos

Deleting Memos

Forwarding Memos

Opening Phone Tag

Sending Memos

Viewing Memos


Opening Phone Tag

You do not have to log in to use Phone Tag if you are already logged into Z-Mail Pro, Tag It!, Forum, InPerson-tm or NEWTCal.  All five applications share the same login ID.  Note, however, that you must have a Z-Mail Pro account and have Z-Mail Pro running to receive Phone Tag memos.  You also can send a Phone Tag memo to someone who does not have the Phone Tag application.  This person would simply receive the Phone Tag memo as a regular e-mail message.

Phone Tag uses the same login information and gateway settings used in Z-Mail Pro.  Set up the Username, Password, Gateway, and Server through the Z-Mail Pro application (using Postmaster to add a user).


Creating Memos

Create a memo by following these steps:

1.	Choose the Create... command from the Memo menu.  The Phone Memo-Create template appears.  The following toolbar icons appear on the top of this template:  Send the memo, Date and time stamp outgoing memo, Bring up Address book, Create a memo, and Print a memo.

2.	Enter information in the following fields:

Field	Description
To	The e-mail address of the person to whom you are sending the memo.  This field must contain a valid mail address or alias recognized by Z-Mail Pro.  To send to more than one user or mail alias, separate them by commas.
From	The caller. This is the person leaving the phone memo.
Of	The company name of the person listed in the From field.
Date	The date the memo is sent.  This field is automatically stamped.  It can be overwritten with current time by checking the Time Stamp button.
Time	The time the memo is sent.  This field is automatically stamped.  It can be overwritten with current time by checking the Time Stamp button.
	Note: The Date and Time stamp must conform to the international date and time setup under the Control Panel.
Area Code	Area code of the caller
No:	Phone number of the caller
Ext.	Phone extension of the caller
FAX#	FAX number of the caller
Message	Contains a message from the caller
Signed	The name of the person (operator) who is recording the phone memo.  This field is automatically filled in with the sender's default From field set in Z-Mail Pro.
The following fields may be selected to indicate what the caller wants to convey about a memo:

Phoned, Call Back, Returned Call, Wants To See You, Was In, Will Call Again, Urgent.


Sending Memos

To send a memo after you enter all information, select the Send Memo toolbar icon or press CTRL S to send it.

Note:	The To, From, and Signed fields are required.  The To field must be a valid e-mail address or mail alias recognized by Z-Mail Pro.  The Signed field is automatically signed in with the name set as default in the Mail from field.


Forwarding Memos

You can forward a Phone Tag memo by selecting the memo you want to forward, then selecting the Forward option from the Memo menu.


Deleting Memos

You can delete a Phone Tag memo by selecting the memo you want to delete from the main Phone Tag window, then selecting the Delete option from the Memo menu.


Viewing Memos

You can view a Phone Tag memo by selecting the memo you want to view from the main Phone Tag window and selecting the View option from the Memo menu.

Note:	You can scroll through a Phone Tag memo you are viewing by using the up and down arrow buttons.


Accessing ECCO Addressbook

You can now shoot e-mail addresses, phone numbers, fax numbers and company names directly from Phone Tag into the ECCO Addressbook. To transfer this information automatically to the ECCO Addressbook, do the following:

1.	Enter the e-mail address, phone number, fax number and company name on the Phone Tag memo that you want to add to the ECCO Addressbook.

2.	Choose the ECCO Addressbook button in the Phone Tag Toolbar. ECCO is started, the Addressbook is opened, and the information listed in step 1 is displayed.


New

Creates a new configuration (.CFG) file.

To select a new configuration file, choose the New command from the File menu.


Open
Open...

Opens an existing configuration file.  When you select Open, Phone Tag allows you to load an existing configuration file.

To open an existing configuration file:

1.	Choose the Open... command from the File menu.

2.	Select the desired drive, directory and file.

3.	Choose the OK button.


Save

Saves configuration parameter changes to the default file.

To save configuration parameter changes, choose the Save command from the File menu.


Save As
Save As...

Allows you to select the file name, directory, and drive you want to use for saving configuration parameters.

To save configuration parameters in the desired location:

1.	Choose the Save As... command from the File menu.

2.	Select the desired drive and directory.

3.	Enter the filename into the field.

4.	Choose the OK button.


Print

Allows you to print selected memos.

To print selected memos:

1.	Choose the Print... command from the File menu.

2.	Print options are printer dependent.  Select the desired options.

3.	Choose the OK button.


Print setup
Print Setup...

Allows you to modify the printer configuration.

To modify the printer setup:

1.	Choose the Print Setup... command from the File menu.

2.	Select either the default printer or a specific printer.

3.	Select additional options according to the specific printer.

4.	Choose the OK button.


Exit

Allows you to close the application.

To exit the application, choose the Exit command from the File menu.


create
Create...

This section describes how to create and send a memo.

To create a memo:

1.	Choose the Create... command from the Memo menu.  The Phone Memo-Create template appears.  The following toolbar icons appear on the top of this template:  Send the memo, Date and time stamp outgoing memo, Bring up Address book, Create a memo, and print a memo.

2.	Enter information in the following fields:

Field	Description
To	The e-mail address of the person to whom you are sending the memo.  This field must contain a valid mail address or alias recognized by Chameleon ZMail Pro.  To send to more than one user/alias, separate them by commas.
From	The caller. This is the person leaving the phone memo.
Of	The company name of the person listed in the From field.
Date	The date the memo is sent.  This field is automatically stamped.  It can be overwritten with current time by checking the Time Stamp button.
Time	The time the memo is sent.  This field is automatically stamped.  It can be overwritten with current time by checking the Time Stamp button.
	Note: The Date and Time stamp must conform to the international date and time setup under the Control Panel.
Area Code	Area code of the caller
No:	Phone number of the caller
Ext.	Phone extension of the caller
FAX#	Fax number of the caller
Message	Contains a message from the caller
Signed	The name of the person (operator) who is recording the phone memo.  This field is automatically filled in with the sender's default From field set in mail.
You can check the following fields to indicate what you (the caller) wants to convey about your message:  Phoned, Call Back, Returned Call, Wants To See You, Was In, Will Call Again, Urgent.

To send a memo after you enter all information into the phone memo, select the Send Memo toolbar icon or press CTRL S to send the memo.

Note:	The To, From, and Signed fields are required.  The To field must be a valid e-mail address or mail alias recognized by Z-Mail Pro.  The Signed filed is automatically signed in with the name set as default in the Mail from field.


Resend

Resend allows you to resend a selected memo.

To resend a memo:

1.	From the Phone Tag screen, select the memos you want to resend.

2.	Choose the Resend command from the Memo menu.


View

View allows you to read a selected phone memo(s).

To view a phone memo:

1.	From the Phone Tag screen, select the memos you want to view.

2.	Choose the View command from the Memo menu.

Note:	You can scroll through a Phone Tag memo you are viewing by using the up and down arrow buttons.


Forward

Allows you to forward a phone tag memo.

To forward a phone memo:

1.	From the Phone Tag screen, select the memo you want to forward.

2.	Choose the Forward command from the Memo menu.

An identical memo of the one you selected appears on top of the original memo.  The To field is blank.

3.	Enter the name of the person to whom you are forwarding the memo in the To field.  You can also change the body of text if desired.


Delete

Allows you to delete a selected memo.

To delete a memo:

1.	From the Phone Tag screen, select the memo you want to delete.

2.	Choose the Delete command from the Memo menu.


Select All

Allows you to select all the phone memos listed on the Phone Tag screen.

To select all Phone Tag memos, choose the Select All command from the Memo menu.


Minimize All

Allows you to minimize open phone memos in the Phone Tag window into icons.

To iconize open phone memos, choose the Minimize All command from the Memo menu.


Restore All

Allows you to restore iconized phone memos to their original size.

To restore iconized phone memos, choose the Restore All command from the Memo menu.


Close All

Allows you to close all open phone memos in the Phone Tag window.

To close all open phone memos, choose the Close All command from the Memo menu.


Cascade

Allows you to cascade all open phone memos in the Phone Tag window.

To cascade open phone memos, choose the Cascade command from the Memo menu.


preferences Setting
Preferences...

Allows you to select or deselect the following preferences:

Phone Memo

•	Show Title:  Shows caption button bar and status on Phone Tag memo popup.

•	Show next memo after delete:  Displays the next Phone Tag memo after you delete the current one.  This will display previously read memos you have saved.

•	Confirm on delete:  Displays a popup asking if you want to delete this memos.

Recipient

•	Beep on Receipt:  Select this if you want to hear a beep every time you receive a phone memo.

•	Wave File...:  Choose this button if you want to play a wave file when receiving phone memos.  A sound driver is required.  If no sound driver is installed or if the file does not exist, you will hear a beep instead.

•	Popup memo:  Phone Tag memo automatically displays on your desktop when you receive it.

•	Show main window on initial receipt:  The main Phone Tag window is automatically displayed whenever you receive a Phone Tag memo.


fonts Setting
Fonts...

Allows you to choose the desired font, font type, and font size for the main window.

To select a font:

1.	Choose the Fonts... command from the Settings menu.

2.	Select the desired font, font type, and font size.

3.	Choose the OK button.


Colors...

Allows you to select both the foreground and background colors for your Phone Tag window and foreground Memo Pen.

A palette of 16 colors is available for the foreground.  The background palette is configurable by pressing the Edit button.  The reset button resets the background palette to that of the foreground palette.

The Items field displays the Phone Tag window and Memo Pen Color options.

To select a color:

1.	Choose the Colors... command from the Settings menu.

2.	Select background and foreground colors.

3.	Choose the OK button.

Choose the Default button to set the colors back to their original settings.  To set all the fields to the default colors, choose the Default button.


log Setting
Log ...

Helps you to diagnose problems.

To run the Log... option:

1.	Choose the Log... command from the Settings menu.

2.	Choose the Start button to start logging, or the Stop button to stop logging.

3.	Choose the Save button to save the contents of the Log window to the filename when prompted.

4.	Choose the Print button to print the contents of the Log window.

5.	Choose the Copy button to copy the contents of the Log window onto the Clipboard.

6.	Choose the Clear button to clear the Log window.

7.	Choose the Close button to close the Log... option dialog box.


Toolbar Setting
Toolbar

Allows you to display or hide the application's toolbar.  The toolbar gives you quick mouse access to several Phone Tag tools.


Smartbuttons Setting
Smart Buttons

Displays toolbar icons, including each icon's description.


Status bar Setting
Status Bar

Allows you to display or hide the application's status bar.  The status bar is displayed at the bottom of the window, where it provides statistics about the current application.


outgoing Setting
Outgoing

Lists outgoing memos (memos that you have sent) in the Phone Tag window.


Read Setting
Read

Lists all memos you have read in the Phone Tag window.


Unread

Lists Phone Tag memos you have received, but have not read, in the Phone Tag window.


Current Session Only Setting
Current session only

Lists Phone Tag memos for the current session only in the Phone Tag window.


Troubleshooting

If you experience difficulties using the Phone Tag application, refer to the following items:

•	If you receive Phone Tag memo's as regular e-mail, ensure that the NetManage directory is in the DOS path and that PHONETAG.EXE is installed.

•	If you are not receiving Phone Tag memos, make sure Z-Mail Pro is running and retrieving messages.  Have the person sending the Phone Tag memo send a regular e-mail message to the same address.  If the regular e-mail message is not received, see the Troubleshooting section in the Z-Mail Pro application.


Diagnose Connection

Use the Diagnose Connection option to start Ping and verify that the mail server is available.


Contents

Displays the contents of the application's Help system.

While using Help, you can return to the Contents screen by choosing the Contents button in the Help window.


Legend
Legend...

Provides a graphic and description of each Phone Tag icon.


About Phone Tag
About Phone Tag...

Displays information about the program. You can then do either of the following:

•	Choose the Copy button to copy the application version information into the Windows clipboard. You can then paste this information into any application.

•	Choose the OK button to continue.