7
Installation: Configure Your Client, continued
3. To create a default folder where all your calling preferences and other data
will be kept, click the Make Default Local Path button. A folder will be
created on your hard drive in the location shown, and this is where all data
that is generated by the PhoneTree Network Client software will be stored.
This is a
sample
ASCII file,
viewed in
WordPad.
4. Now you need to choose a translator
for your calling data. This translator
will be used if you generate a calling
list locally, on your own computer, and
you want to send it to PhoneTree to
use when starting a call session.
Generic CSV will translate any
comma-delimited text (ASCII) file that
follows the format at right (last
name,first name,phone)—use this
unless you commonly use a member
database program and its translator
appears in the drop-down menu.
5. Click OK. You are now ready to start
calling! Turn to the next section, Daily
Operation.