You are storing your address data already in a network capable application, want to use this application furthermore, but you want to integrate the dates in xtelsio CTI Client at the same time.
This combination is supported for the following data sources:
- Data sources with ODBC driver (e.g., Access),
- Data sources with LDAP access (e.g., Active Directory in 2003),
- Lotus Notes,
- ACT! Contact Manager,
- Variant 1: Use of a "Public Exchange Folder"
- Variant 2: Use of a Shared Mailbox.
(Can also be used for smartphones.)
- cobra Adress PLUS 10
- combit address manager
You find additional tips under: Data Sources...
In the phone book of the CTI Client Professional a local Access database ("Access DB") is linked. The linked mdb file can be manually copied to a central drive.More infos...
You still have no network capable address management, however, you want to realize it with the xtelsio CTI Client.
For this variant you need any kind of database with shared writing access and an ODBC driver to integrate it.
Fundamental steps at the example of an Access database:
- Create a new Access database with one or several tables or adapt an existing database.
- You find an example Access database in the working directory: test-db-access\contacts.mdb.
- A complex example database is already included in Access under:
[Menu >? > Example Databases > Example Database NorthWind]
This example database also already contains forms, queries, reports and something more.
- The columns of the table are to be configured:
- The first column should be always configured as an ID column, i.e.:
Name = "ID"
Field data type = Autovalue
Field size = Long Int
New Values = Increment
- Then all other required columns should come (address, title, name, given name, company, street, zip code, city, phone, fax, email...)
- Optionally you can also add a memo field of the field data type "Memo" to store notes directly in the database.
- If you have created and configured a new table, then you should immediately create a test record in Access or import already available address data.
- You can link the table of the Access database now by ODBC in xtelsio CTI Client. More infos...
- Follow, perhaps, also the tips for a Network Installation.
If you want to provide central address data on several workplaces in read-only mode, the linking of a formatted text file is to be recommended as the simplest way.
Besides, the text file should show the following format:
- The first line contains the column names separated by semicolon.
- All other lines contain the records.
- Normally, every record stands in a new line. However, it can also be that a record uses more than one line if a data field contains a word wrap.
- The data fields (columns) of a record are likewise separated by semicolon. If a data field itself contains a semicolon or a word wrap, then the field is to be put in quotation marks.
- The first column should contain an unique record ID. This is no must, however, a recommendation.
Such a text file can be mostly generated via export from an other applications.
After the new address folder has been configured, the other clients should be installed (cloned) by Creation of a Network Setup.