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CTI Client in combination with ACT!
ACT! if is a CRM application of American origin which was taken over, in the meantime, from Sage. See:www.act.com Hints: The special functions for ACT! are included only in the professional version. The support for ACT! 7 is still in the beta phase.
Linking of the ACT! contacts
Steps to link the ACT! contacts: [File> New Folder Linking ...> ODBC, Outlook, Text files ...] Choose in dialog "Type of Data Source" the entry [ACT!]. In the dialog "Name and Content" you can change the suggested folder name and contents type if necessary. In dialog "Data Source" you have to select the ACT! database. With option "Display phone numbers without own country code", national phone numbers are shown without "+49" in CTI Client. In dialog "Column Selection" you can select additional columns or vote out not required ones. You can keep the defaults in first step (changes are still possible later). In the first you should also accept the defaults in dialogs "Column Properties"and "Cache". Hitting [Finish] finishs the dialog sequence. => the ACT! contacts are visible in the folder structure now.
Change binded columns/fields: By default the fields with information about the name and address, phone, email and homepage are binded. To change binded columns, click with the right mouse key on the folder and choose [Properties (folder)]. Now you can bind additional columns or vote out not required columns in Tab "Column Selection". In Tab "Column Properties" you have to set the content type and the category for the new columns. More infos...
Adapt data mask individually: Select a record in the linked ACT! 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. Refresh view of changed records (synchronisation): If records have been modified, added or deleted in ACT!, these changes are not visible immediately in xtelsio CTI Client, because of data cache. To make changes visible, the following synchronisation modes are supported: manual synchronisation of the complete folder: Mark in the folder and press the functional key F5. Then all changed records are read in anew. If you press F5 within 5 seconds again, the folder is completely read in anew. manual synchronisation of a record: If you stand in the folder structure on a record and hit the F5 key, this record is read in anew. A record is likewise read in anew if it's opened in the data form. Automatic synchronisation of the complete folder: By default, linked folders are synchronised once per week. The synchronisation interval can be adapted individually via [Folder > Properties > Cache].
Tip: Open contact directly in ACT!: A right mouse click on button opens the contact for farther actions directly in ACT!.The same function is also available via record context menu.
Dialling phone numbers in ACT!
There are three ways to dial phone numbers: Dial by Hotkey Dial by middle mouse key (example with Outlook) Using "Dial" button of ACT!: You have to configure the dial settings of ACT! first via: [Edit > Settings > Dialler > Use Dialler] Select the "CTI Client TAPI-Connector" in drop down box " Modem or Line". With [Location > Properties...] you define your own location settings. The field "Search contact by caller ID" should not be selected. How to treat incoming calls, is described below. If you now hit the "Dial" button of ACT!, the dial dialog opens. A double click on the desired phone number initiates the the call setup.
Show Incoming calls / open record in ACT!
Incoming calls are indicated via phone popup window. A left mouse click on the button opens the contact data mask of xtelsio CTI Client. The data mask can be opened with a an incoming phone call also automatically - see folder option: [Context menu of the folder > Properties (folder) > Properties] A right mouse click on button opens the contact for farther actions directly in ACT!.
Log incoming calls in ACT!
By xtelsio CTI Client option you can open the protocol dialog of ACT! automatically with call end and transfer the caller ID to "details". The option is to be activated: [Context menu of the folder > Properties (folder) > Data Source] The remote control of ACT! is based on the script file "actProtScript.ini". This file is located in the Working Directory in the sub-folder "cfg\".
ACT! is a registered trademark of Best Software SB. All property rights lie on Interact Commerce corporation, an enterprise of Best Software, Scottsdale, AZ, USA.