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Outlook

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Configuration Dialog: [Options > Outlook]

Outlook Add-In
The Outlook Add-In offers a toolbar in Outlook with following functions:
  • Gerneral Functions:
    • Enter phone numbers manually and dial it
    • Hang Up
    • Pickup an incoming call from another phone
  • E-Mail related Actions:
    • Display of related phone numbers if the current e-mail address was found in xtelsio CTI Client. For this function you need to link the outlook contacts in the CTI Client.
    • Dialing found numbers.
    • Display the contact form in Outlook or in the CTI Client.
  • Contact related Actions:
    • Display and dial contact phone numbers.
  • Journal related Actions:
    • Display and dial the phone number of a journal entry.
    • If a contact is assigned to the journal entry you can open it.

Activate the Outlook Add-In: The outlook Add-In can be activated/deactivated via registry enties After activation you should see an additional tool bar in Outlook. You can show or hide the Add-In in Outlook manually via: [View > Toolbars > Customize...] Here you should see the toolbar "xtelsio CTI Client Add-In".
Hints:

  • If the Add-In is visible but it doesn't show any reaction to mouse clicks, you need to activate the Add-In again.
  • The Outlook Add-In is only supported in the Professional version.

Log calls in Outlook
See Journal