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Excel Dialer Pro - Help

 

For common questions see  --->

For applications/samples see --->

* Error Messages
* Why dialer does not dial when click on Excel spreadsheet?
* Using hotkey to dial from the spreadsheet
* How to use script?
* How can I use multiple calling cards within the same "Location"?
* Importing Address Book from csv file
* Importing Address Book from Excel spreadsheet
* Importing data into selected, single tab
* Using Skype
* How to sort Speed Dials alphabetically?
* How to use the dialing pad to dial on the existing phone call?
* How to transfer a phone call?
* How to check that modem has ability to generate / receive DTMF tones?
* How to use Excel Dialer Pro from the command line?
* How to get rid of 'Run Busy Detect' startup message?
* How to check that modem has ability to record voice?
* How to override options?
* How to recover from errors?
* Using the test file to diagnose hardware or software problems
* Developers corner


 

*Error messages

  • 'Dialer cannot connect to Excel'
         Most likely MS Excel is not installed on this computer.

  • 'Dialer cannot find any opened Excel phone list'
         Despite having opened spreadsheet this error indicates some problems with Excel automation.
         To confirm that, specify the spreadsheet you want to use as a phone list in Tools>Options>Excel tab
         under 'Automatic' or 'Manual' dialing option.
         Reinstalling MS Excel should fix the problem.

  • 'Dialer cannot find the < full path > spreadsheet'
         Just make sure that the spreadsheet is located where the dialer expects it to be.

  • 'Dialer cannot connect to < title > sheet!'
        Reinstalling MS Excel should fix the problem.

  • 'Dialer cannot use Do-Not-Call list as the calling list'
         Just select the different spreadsheets as the calling list and Do-Not-Call list.
         The same spreadsheet cannot be used in both options.

  • 'To use callers database as a calling list, callers database must also be specified in Options>Excel tab'
         Callers database list is a spreadsheet selected in Options>Answer tab under 'Identify caller...' option,
         and it is used to display incoming caller data.
         To use the callers database as an outgoing calls list just specify it in Options>Excel tab
         under 'Automatic' or 'Manual' dialing option.

 *Why dialer does not dial when click on Excel spreadsheet?
  
Excel Dialer Pro will not dial from the spreadsheet when one of the below condition occurs:

  •  'Enable Excel dialer' option is not selected in Tools>Options>Excel tab

  •  '<Excel Dialer>' menu is disabled on mouse right click on dialer's systray icon (right bottom corner of the screen)

  • There is the spreadsheet's name set in Options>Excel tab >Set Params but the actually used spreadsheet differs from it.

  • There is the column # (containing the phone numbers)  set in Options>Excel tab >Set Params and the actually clicked
    column is different from it.

  • The clicked spreadsheet's cell is empty or it does not contain a valid phone number.

  • It is the first attempt to dial from Excel spreadsheet and the dialer did not register the cell change. The dialer senses when selected cell has changed. It means that when you open spreadsheet and the cell (containing phone number) is active,  clicking on that cell will NOT start dialing. You need to click on another cell to make it active, then click again on the cell with phone number in it.

Note:
 To repeat dialing from the same cell user has to click somewhere else on spreadsheet and then click again on the same cell.
After that, clicking on any other cell containing phone number will start dialing.
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 * Using hotkey to dial from the spreadsheet
  To use a hotkey the following conditions must be met:

  • In Tools>Options>Excel tab>Manual dialing>Set Params the option 'Use Hotkey to dial from spreadsheet' is set

  • In Tools>Options>Dialing tab the option 'Use HotKey to dial (from other docs) must be set and the appropriate (unique) keyboard keys combination selected (the selection cannot interfere with the other hotkeys in the system).

  • '<Excel Dialer>' menu must be disabled on mouse right click on dialer's systray icon (right bottom corner of the screen)
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  * Importing Address Book from csv file
Imported entries are inserted into Phone Dialer Pro Index Mode and sorted alphabetically.
NOTE: To import Windows Address Book (WAB): 
- Open WAB and export data to text file (csv file)
- Import that file into Phone Dialer Pro
For csv acceptable formats see this
Warning:
Importing Address Book will erase all existing programmed Speed Dial buttons. To preserve existing buttons save the current profile, create the new profile and then import Address Book into it.

  * Importing Address Book from Excel spreadsheet
Imported entries are inserted into Phone Dialer Pro Index Mode and sorted alphabetically.
NOTE: Excel spreadsheet must be opened during this operation.
Warning:
Importing Address Book will erase all existing programmed Speed Dial buttons. To preserve existing buttons save the current profile, create the new profile and then import Address Book into it.

   * Importing data into selected, single tab
Data can be imported in any tab of your choice in Index Mode or Subject mode and it will be sorted alphabetically and added to existing entries.
Note: No existing Speed Dials will be erased.

   * Using Skype
To make a phone call using Skype services:
 - choose Skype as the selected line in Tools>Options>Hardware tab  > that constitutes a permanent setting.
or
 - press 'S' button line (just above dialer's keypad) > that constitutes a temporary setting.
or
 - use any Speed Dial button belonging to custom tab titled 'Skype'
NOTE:
 For the description of the error messages click Skype Error Messages

 * How to sort Speed Dials alphabetically?
To be able to sort Speed Dials alphabetically the Dialer should have at least one Sub-Title button, always the first speed dial button on any page, which has had an asterisk (*) typed in as the first character - with or without any other name or instead of a name.
Note: Sorting happens between one asterisk button and the next, If you prefer to have any first page (either in alphabetical or Subject Heading modes) unsorted to display speed dial buttons you do not wish to be sorted and to remain at the start of that page as you entered them by choice, do not place an asterisk in the first speed button of that page.
Upon clicking on the Asterisk button the dialer should ask for permission to sort all the underlying Speed Dials. Underlying means all buttons belonging to that subtitle. If there is only one Sub-Title Button all the Speed Dials buttons under that single Tab will be put in alphabetical order (starting from button #2 to the last button #996).
If you have marked another Sub-Title - under the next Subject Heading tab for example, then only those Speed Dials belonging to that Sub-Title and Heading will be sorted. Thus, between the speed dial button you have clicked to trigger the sort and the next valid Asterisk button.
A Sub-Title can only be the first Speed Dial button on any page which will not be used to dial but to trigger sorting of your Speed Dials within a Tab/Heading.
Again, to create a Sub-Title simply place an asterisk (*) in front of the first Speed Dial button's title, in the same way you would enter a name. Clicking on the Sub-Title button will reveal a new window asking for confirmation to sort, see the picture below:

Figure 4.

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  * How to use the dialing pad to dial on the existing phone call?
 User can send additional digits using the dialing pad when:
1. modem supports sending DTMF tones
2. Phone call was made in 'Voice' mode (Tools>Options>Voice tab).
This can be useful in situations when the user does not want to send additional digits together with the phone number.
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  * How to transfer a phone call?
In Tools > Options > Dialing tab, the option: "Enable Call Transfer" must be selected.
When that option is selected, the EDP second phone book (II) becomes Call Transfer Phone Book.
To transfer the call EDP has to make an outgoing call or receive an incoming call. When the oval Progress Call Window displays that call, clicking on the Speed Dial button in the Call Transfer Phone Book should transfer the call.
Note: That option may not be supported by some hardware (modems) or by the phone co. 
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* How to check that modem has ability to send / receive DTMF tones?
  Most of the voice modems have that functionality.
If you want to make sure that your modem is capable of sending and receiving DTMF tones:
1.
Use the test file and and send TapiLog.txt log file to author.
or
2.
Using this dialer make a phone call to the voice mail (for example your bank) and using dialer's dialpad try to navigate the voice mail.
If you can, your modem is capable.           
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 * Using script
A script is a plain text file where each line contains an individual command.
To see the list of available commands and a sample script, click on the Help button beside that option.
Note:
Script can be invoked by 2 methods:
1.
 - select this option and specify the script file.
 - save Options by clicking on OK button.
 - make outgoing call:
      -when the script begins with dial: command  ---> close dialer and start it from the command prompt
       -in all other cases input the phone number in the field provided above the keypad and click DIAL button.
 When the call changes to 'Connected' state, script execution will begin.
2.
 - start dialer from the command line using one of the following commands:
        <path>phoneex.exe /script     (this will use the script file specified in Options)
       <path>phoneex.exe /script:<full path to the script file>     (this will use the script file specified on this line)
Important:
When using scripts it is very important to synchronize timing between commands by using the <wait: # > command.
<monitor_dtmf: #> or <monitor_dtmf> commands must be always followed by the <wait: #> command.
See samples by using Help button beside the 'Use Script' option.
Using Script Simulator:
Click TEST button to start Script Simulator. A new window will pop open showing the real time script execution.
When the script waits for the keypad input, click on the desired key on the EDP keypad.
This is the best way to test your script, fine tune it and make sure that it does what the script was intended to do.
Note:
<dial> command starts a simulated action; it will not use the modem and phone line.
Remarks:
Because Script Simulator does not use a modem at all,  it is possible to test scripts even if the modem is not a voice modem or the modem is not able to generate (or receive) DTMF tones.

Ask us, if you need another command or action. 

Script commands accepted by Excel Dialer Pro

COMMAND TASK
autodial: # it will use phone list for dialing.
# is the phone's list row number, script will start dialing from
dial:<phone number or
Skype name>
make outgoing phone call.
When a call already exists this command will dial on the opened line (sending DTMF tones).
dial_cell: #:# it will use the spreadsheet's cell specified by row and column number to dial out.       Example > dial_cell: 6:H
When autodialing specify row number by *
Example > :dial_cell: *:H
     monitor_dtmf:# <action> wait for specified tone# and perform action.
<action> can be any valid script command except <play:>.
Often, it will be <go_line:#> or <hangup>
This command (or group) must be followed by wait:#  command.
monitor_dtmf store all keystrokes in file tones.txt, until # (pound) key is pressed.
This command must be followed by a wait:#  command
monitor_multi_dtmf:### wait for the specified series of DTMF tones ###
It can be followed by dial:<number> command.
This command (or group) must be followed by wait:#  command.
dial_dtmf:<0...9,#,*> send DTMF tones
dial_dtmf: rx it will dial the DTMF tones received by monitor_dtmf command
wait:# program waits # of secs before executing next command
go_line:# jumps to specified script line
go_line:# loop:# repeated jumping to specified line # times (loop #)
go_line:# loop:# go_line:## after # times (loop #) jumping to script line #, it will continue script execution from line ##.
record_start starts recording voice (accordingly with the rec params set in Options)
record_stop stops recording
alert:<file> this is one of the <action>.  It will play the selected file over PC speakers to alert the operator.
callerid:<CallerID> <go_line:#> when the Caller ID matches expected value, then
the script execution will jump to the specified script line
callerid this command will put Caller ID on clipboard
answer:<#> incoming call will be answered after # of rings
run_app:<path to executable> it will launch the specified file
run_app:<path to executable>/callerid it will launch the specified file with the Caller ID as a trailing parameter
save_log:<text to be logged> when using Excel spreadsheet and there is a Log column specified in options the indicated text will be logged into sheet.
flash it will perform flashook or off-hook
hangup disconnect and drop the phone line
disable:<inscript><outscript> disable scripting option in the current session
(dialer must be restarted to enable scripting option again)
end_of_call_cont: go_line:# when this command is not included, the script execution will end when the call is over. It does not matter, where in the script this command is placed.
Note: Do not use this command when autodial command is used.
delete delete the script file
end or end_script disconnect, drop the phone line and end script processing
terminate dialer's application  is terminated
// this line is ignored (it is used for making comments)
   

 

Script sample 1
(incoming calls)

Note: each command must contain ':' when more information is specified.

script line:

what it will do:

callerid:jacek go_line: 5 when call from jacek go to line 5 (answer: 1)
callerid:5552340553 go_line: 15 when call from 5552340553 go to line 15 (answer: 5)
callerid:phonedialerpro go_line: 28 when call from phonedialerpro go to line 28 (hangup)
end_script script ends with the arrival of any other CallerID
answer: 1 incoming call will be picked up after 1 ring
wait: 1 pause 1 sec
monitor_dtmf dialer will store all keys received in the next 10 seconds
wait: 10 wait for the keys for 10 seconds
hangup phone call will be dropped
wait: 1 pause 1 sec
dial_dtmf:rx dialer will use the stored numbers as a ph.number to dial out
wait: 10 pause 10 sec
hangup phone call will be dropped
end_script script ends
answer: 5 incoming call will be picked up after 5 rings
wait:1 pause 1 sec
monitor_dtmf:3 go_line: 22 when '3' is pressed go to line 22
monitor_dtmf:5 go_line: 25 when '5' is pressed go to line 25
wait:7 wait for the key for 7 seconds
hangup phone call will be dropped
end_script script ends
run_app: c:\alert.exe launches c:\alert.exe program
hangup phone call will be dropped
endscript script ends
run_app: c:\monitor.exe launches c:\monitor.exe program
hangup phone call will be dropped
end_script script ends
hangup phone call will be dropped
wait:5 pause 5 secs
dial: 5552340553 dial out
wait:18 pause 18 secs
hangup phone call will be dropped
end script ends

 

Script sample 2
(automatic outgoing calls)

Note: each command must contain ':' when more information is specified.

script line:

what it will do:

autodial: 1 make a phone call starting with the phone number from
row No.1on phone list
The column to dial from must be specified in Options
wait: 5 waits 5 seconds to allow for proper line connection
dial_cell: *: H dials the digits from the current row and the column H
wait: 15 waiting 15 seconds
hangup disconnects the phone line
wait: 5 waits 5 seconds to allow for proper line disconnection
go_line: 1 script execution will start again from line 1. <autodial>
it will use the next consecutive phone number from the list
end_script end of script execution
Script execution will end when dialing reaches the end of the list

Important:
     Script must end with <end> or <endscript> command. 

Ask us, if you need another command or action. 
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 * How to use Excel Dialer Pro from the command line?
Excel Dialer Pro uses the same commands as Phone Dialer Pro.
To see a list of available commands click here.

* How to check that modem has ability to record voice?
  Make the following check:
.    In Windows>Control Panel find:
          Windows XP/Vista ---> Sounds, Speech and Audio Devices ---> Sounds and Audio Devices ---> Audio tab
          Windows 2000 ---> Sounds and Multimedia  or
          Windows 98 ---> Multimedia
     and check if you can see your modem's wave driver as one of  recording devices.
     Usually the modem's wave driver will look like this:  Modem #0 Line Record.
     This driver should be seen as a selected recording device in Tools>Options>Record tab.

     Also see this:
    
Using the test file to diagnose hardware or software problems
                                                                                                                     back to the top
 * How to recover from errors?
Resetting EDP options to default values may help.
To do that start EDP with "default" as a trailing parameter:
   [...] \phoneex.exe /default 
Note:
If you have a problem when using Excel 2000 or older version follow these steps:
     1. Close all opened spreadsheets
     2. Using Windows Task Manager check for EXCEL.EXE process and terminate it, when exists.
     3. Open the spreadsheet you want to use it as a phone list.
     4. Start dialer
.           
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  * Using the test file to diagnose hardware or software problems
 
1. Click  here to download the test file (371 kB)
 2. Run it and use it the same way you were using the original file, until the problem (error) appears.
 3. Close program.
 4. Find Tapi.txt log file in the same folder the test file was run from.
 5. Send that file to
author.
     Please make sure to add comments saying what you are doing externally and where you think the problem is.
          
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* How to get rid of 'Run Busy Detect' startup message?
 A properly detected busy signal is very important for the determination of the Connected phone line state.
It is recommended to use the Detect Busy utility. See it in the Tools>Options>Hardware tab.
If for some reason your device cannot detect busy (for example, your phone company may provide voice mail instead of a busy signal), there are 3 other methods you can use:
1.
Disconnect phone line from your modem and c
lick on Start button beside this option. Enter any number when asked.
Click OK and wait until no dialtone detection will end.  Real time call progress is displayed in small box beside the Start button.
2.
Make a phone call and measure the time it takes to the first audible ring. Manually insert that number into the Busy Detect option in the Tools>Options>Hardware tab and click OK to save the options. The value should be between 8-13 seconds for most modems.
3.
 Find the phoneex.ini file located in:
Windows XP:
C:\Documents and Settings\<user name>\Application Data\Excel Dialer Pro\phonex.ini
Windows Vista and Windows 7:
C:\Users\<user name>\AppData\Roaming\Excel Dialer Pro\phonex.ini

 Open it in a word editor (Notepad, MsWord) and do the following:
 - find Busy Detect=0 and change it to Busy Detect=1
 - find Busy Delay Timer and change it to Busy Delay Timer=13
Note:
The busy detect value is stored into phoneex.ini on dialer's termination.                                 
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* How to override options?
 Find the phoneex.ini file located in:
Windows XP:
C:\Documents and Settings\<user name>\Application Data\Excel Dialer Pro\phonex.ini
Windows Vista and Windows 7:
C:\Users\<user name>\AppData\Roaming\Excel Dialer Pro\phonex.ini

Open it in a word editor (Notepad, MsWord) and edit the entries you are interested in.

To set all options to default values run application with /default suffix:  <path>phoneex.exe /default
       
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* Developers corner
 Dialer can be controlled by using the following 3 methods:
   * from the command line prompt:  see How to use Excel Dialer Pro from the command line?
   * Simple VB code sample how to invoke dialer and make a phone call.
   * Windows text messaging by using SendMessage() API
Note:
     1.
       For the list of available commands see: http://www.phonedialerpro.com/faq_pdp.htm#command_line
     2.
       When using SendMessage() API:

   LRESULT SendMessage(      
    HWND hWnd,
    UINT Msg,
    WPARAM wParam,
    LPARAM lParam
   );

    hWnd
          retrieve and use the value stored in Windows registry: HKEY_CURRENT_USER\Software\Jacek Kozlowski\Excel Dialer Pro\hkey
     Msg
          use WM_COPYDATA
     wParam
          0
     lParam
           structure containing information to be send
           .lpData   should contain command
           .dwData = 1 use only with commands: "", "min" and "setup"
           .dwData = 2 use only with "script...." command
           .dwData = 3 use with all other commands                                            back to the top

 


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Last revised: April 25, 2015