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xtelsio CTI Client in combination with OutlookŪ
This side briefly summarises which settings are nescessary, so that the application optimally co-operates with Outlook. Linking of the Outlook contacts Add-In for Outlook Log calls in Outlook Dialling phone numbers in Outlook via hotkey or OCR Incoming phone calls Shared contact notes in Outlook and xtelsio CTI Client
Linking of the Outlook contacts
Steps to link Outlook contacts: [File> New Folder Linking ...> ODBC, Outlook, Text files ...] Choose in dialog "Type of Data Source" the entry [Outlook]. 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 wanted contact folder. In dialog "Cache" you should keep the defaults and close the dialog sequence with [Finish]. => the Outlook contacts are now visible in the folder structure.
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...
Hint: So that user-defined columns of Outlook become visible in xtelsio CTI Client, these have to be made visiable first in Outlook as a field: [View > Current View > Adapt Current View... > Fields...]
Adapt data mask individually: Select a record in the linked Outlook 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 Outlook, 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 Outlook: A right mouse click on button opens the contact for farther actions directly in Outlook.The same function is also available via record context menu.
Outlook Add-In (Plug-In)
The Outlook Add-In provides a menu bar in Outlook with these 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. Hint: The Outlook Add-In is only supported in the Professional version.
Log calls in Outlook
By option you can activate an additional call logging in the Outlook journal. (Menu > Options > Journal) Hint: The Outlook Journal Logging is only supported by Professional version.
Dialling phone numbers in Outlook
There are three ways to dial phone numbers: Dial via Outlook-Add-In Dial by Hotkey Dial by middle mouse key (example with Outlook) The third way is to use the dial button of Outlook or via context menu of a contact and [call contact...]: First you have to configure the line via [Dial Options...]. Select here the "CTI Client TAPI-Connector".
Show Incoming calls / open record in Outlook
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 Outlook.
Shared contact notes in Outlook and xtelsio CTI Client
You may be able to show and edit the Outlook contact notes in the CTI Client. You activate this setting via: [Context menu of the folder > Properties (folder) > Properties > Note Field]
OutlookŪ is a registered trademark of Microsoft Corporation.