CTI Client in combination with CAO-Faktura |
CAO-Faktura is an ERP system that is available in a free version. You find information and downloads to CAO-Faktura under:www.cao-faktura.de The xtelsio CTI Client offers the following additional functions in connection with CAO-Faktura:
- You can integrate your CAO-Faktura addresses by ODBC.
- Phone calls are indicated with name and logged in the journal.
- By mouse click you can open the address record in CAO-Faktura.
- Phone calls from CAO-Faktura are executed by xtelsio CTI Client.
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Linking CAO-Faktura addresses in xtelsio CTI Client |
Condition:- A MySQL ODBC driver must be installed on your computer. It was tested with the driver's version 3.51.12; Download:
Steps to link the CAO-Faktura address records:
- [File> New Folder Linking ...> ODBC, Outlook, Text files ...]
- Choose the entry [ODBC] in the dialog "Type of Data Source".
- In the dialog "Name and Content" you can change the suggested folder name and contents type if necessary.
- With [Next] the dialog "Select Data Source" from the Windows ODBC manager appears. Here you are able to either:
- to select an existing Data Source Name (DSN) to your CAO database (if you have created this before),
- or to create a new DSN to your CAO database with [Add...] and open it afterwards with OK.
- In the first dialog you are asked for the type of the data source. Here you can choose User or System.
- In the following dialog you choose the installed MySQL driver, e.g., "MySQL ODBC 3.51 Driver" and hit [Finish]
- In dialog " Connector / ODBC " you can use the following parametres:
- Data Source Name = CAO_Faktura
- Server = the IP address of your MySQL server or localhost if locally installed
- User= root
- Password = no password
- Database= cao
- Further tips to Windows ODBC Manager on the basis of Access...
- In the dialog "Select Table from ODBC Data Source" now all tables of the CAO database are listed. Mark the table "adressen" and hit [Next].
- In dialog "Column Selection" you can select additional columns or vote out not required ones. The column "REC_ID" must be selected!
- In dialog "Column Properties" the columns have to be typecast by their contents. You can keep the defaults in first step.
More infos...
- In dialog "Cache" you should keep the defaults and close the dialog sequence with [Finish].
- => the address table is now visible in the folder structure.
Later modifications of the folder settings:
- Right-click the folder and choose [Properties (folder)].
Adapt data mask individually:
- Select a record in the linked CAO-Faktura folder and open the accompanying data mask by F2 key or context menu.
- By the right tool button you can switch the data form in the editor's mode and arrange the fields by own requirements.
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Dialling phone numbers in CAO-Faktura |
To dial a phone number, simply click on the icon behind the phone number. The phone number is automatically transfered to the CTI Client and is dialed. |
Show incoming calls in CAO-Faktura |
Configuration:- Activate in the xtelsio CTI Client the Interwoking Sequence "CAO-Faktura Adresse anzeigen" via: [Optionen > Interworking > Start/Steuerung anderer Anwendungen]
Incoming calls are signalised via phone popup window:
 => a click on the Interworking button and "CAO-Faktura Adresse anzeigen" opens the address record directly in CAO-Faktura.
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Hints:
- The address display process is based on an automatic keyboard-steered search. The result is that it "flickers" a little bit.
- If you run the control sequence, while CAO-Faktura is minimised, the application is restored, but afterwards cannot be simply minimised, however, any more. Minimise worked then only via the CAO-context menu of the task bar.
=> you should not minimise CAO-Faktura if possible, when you use "CAO-Faktura Adresse anzeigen".
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