Phonix Interface Screens
 
  Client Interface
Phonix Search
Sage Interface

This page shows some of the information available to the Phonix user.

 
     
     Client Interface:
 
  The Phonix Client Interface screen is activated by an incoming telephone call.

Incoming call information is "popped up" on any PC on your network, within the first ring, which is running the Phonix client. The interface will show the line number, telephone number, contact name and company name of the caller.

 

 



     Phonix Search:

 

Phonix Search provides an easy and very FAST search facility on Outlook file data.

Pressing the 'Find Button' on the Client Interface screen will activate the search box as below.
 

 Phonix Search Interface

A telephone number search will list matching phone numbers.

Phonix Search Interface - By Telephone

A name search will list matching names.

Phonix Search Interface - By Name

A postcode search will list matching postcodes.

Phonix Search Interface - By Category

A category search will list matching Outlook categories.

Phonix Search Interface - Category List

Click Category List to see Primary Outlook Categories. Number in brackets [ ] is number of contact records per category.

Phonix Search Interface - Category Display

Click Find to display the items in that Category. If the Contact shows a Sage Account, click on the AC box to display that account.

   

The Search feature alone is a useful tool which will save valuable time when looking for important phone numbers or contacts

 

     Sage Interface:

 

 

 

 

The Phonix Sage Interface will display details of both Sales and Purchase accounts allowing the user to see account details at the touch of a button.

Remember:  Sage Line50 does not have to be loaded on every workstation, if a  workstation on the network  is running Sage Line50, these details can be accessed by any other workstation. If Sage Line50 is not loaded on the network the Sage Interface is disabled.


 

 

Sales

Access Customer Account information including details of all invoices

 

 

 

Clicking on the Stock button will quickly show if items requested are currently in stock (Financial Controller only)

 

Click on the Purchase Orders button to go to Supplier Account information

Phonix Sage Sales Interface

 

Phonix Sage Purchase Interface

 

 

 

Purchase

 

Select a Suppliers Account Code to view current purchase orders

 

Stock 

The Sage Stock interface will allow you to quickly see if the item requested is currently in stock.
(Financial Controller only)

 

 

Phonix Sage Stock Interface
 

 

Click on the features button to review Phonix details or contact WDC for more details