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xtelsio CTI Client in combination with combit address manager
This side briefly summarises which settings are nescessary, so that xtelsio CTI Client and the CRM application "combit address manager" optimally co-operate. Combit address manager is a product of the combit GmbH. http://www.combit.net Hint: The special functions for combit address manager are supported only in the Professional version.
Advantages to use xtelsio CTI Client in combination with combit address manager are:
You can use the LCR function with free update of the LCR table. The extended functions for phone control are available to you like Consultation and Toggle calls. The integrated CAPI Connector can be used to phone via ISDN card and headset.
Linking combit address of manager database
Steps to link combit address manager database: [File> New Folder Linking ...> ODBC, Outlook, Text files ...] Choose in dialog "Type of Data Source" the entry [combit address manager]. In the dialog "Name and Content" you can change the suggested folder name and contents type if necessary. In the dialog "Data Source" you have to select the database (*.dbf file). By default the currently used combit address manager database is shown. You should keep the defaults in dialog "Cache" at first. Hitting [Finish] finishs the dialog sequence. => the combit database is now visible as a new folder. Hint: If an error occurs while linking the DBF file, the cause could lie in the Visual FoxPro driver. You find an actual ODBC driver of Visual FoxPro under:http://msdn.microsoft.com/vfoxpro/downloads/updates/odbc/default.aspx You find the download link on the right under: Download / Select Language / German
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 combit address manager 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 combit address manager, 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 combit address manager: A right mouse click on button opens the contact for farther actions directly in combit address manager.The same function is also available via record context menu.
Dialing phone numbers in combit address manager
There are three ways to dial phone numbers: Dial by Hotkey Dial by middle mouse key (example with Outlook) Dial by phone icon behind the phone number fields: Configure at first the phone settings: [Configuration > General > Telephony > Configure...] Select in the dialog "Art der Wähleinheit" the option" TAPI (Telephony API)" ... and in the following dialog the device "CTI Client TAPI-Connector". Now the dialog "Phone and Modem Options" should still appear in which you can enter settings to your own location. If you click now on a phone icon behind a phone number field, the phone manager dialog from combit opens and the call is initiated by xtelsio CTI Client.
Show Incoming calls / open record in combit address manager
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 combit address manager.
Hint OLE: While opening a record in combit address manager via xtelsio CTI Client, a so-called OLE connection is etablished between both applications. Besides, combit address manager acts as an OLE server and cannot be closed, therefore, as long as the CTI Client is active. You have to close xtelsio CTI Client first and afterwards the combit address manager. Signalling incoming calls in combit address manager: In parallel with xtelsio client CTI the phone calls are signalised - according to configuration - also directly by combit address manager. You can switch on or off this call announcement via combit phone manager component: A click on the phone icon (on the right edge) in the menu opens combit phone manager. You can modify this setting via [Configuration > Phone Call Recognition...].
Combit address manager is a product of the combit GmbH. http://www.combit.net