Integration with Goldmine 4.0 and ACT! 3 & ACT | Cadence Telephony

User’s Guide

Integration with Goldmine 4.0 and ACT! 3 & ACT! 4:

The NexDial program, when running, will contact Goldmine and ACT!, if they are also running, and initiate a database look-up based on the Caller ID. Goldmine will popup a dialog box informing the user that an incoming call is available, and indicate if it is found in the database. It allows the user to decide if the con- tact record should be accessed. ACT! does not pop-up a dialog box, but silently selects the contact record if the caller ID is found in the database.

Note Caller ID (number and/or name) must be subscribed to from your telephone company in order for it to be available to the NexPath system and NexPath software programs. In most locations in North America, it is not a standard feature but a special service only available as an extra monthly charge. Contact your local phone company for details.

NexDial must be running (it does not matter if it is iconified or not) for the caller ID look-up interface to these versions of Goldmine or ACT! to be functional.

To dial a call from Goldmine, ACT!, or Outlook, you must install the NexPath TAPI service provider, as described in the chapter Installing the NexPath TAPI 2.1 Service Provider starting on page 129. Note that TAPI is not required to run just NexDial. It is only required to use Goldmine, ACT!, or Outlook.

The NexDial caller ID interface to Goldmine and ACT! is provided since the caller ID interface from TAPI either is non-functional or is not implemented by these programs. The interface to Goldmine and ACT! has only been tested and verified on the versions mentioned above.

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Cadence Telephony manual Integration with Goldmine 4.0 and ACT! 3 & ACT

Contents

NexPath Telephony Server User’s Guide Copyright 1997-2001 NexPath Corporation NTS Server Hardware Limited Warranty NexPath CorporationPage Table of Contents Call Forwarding Voice Mail Iii Features Available When Leaving a Message Windows Desktop Tools- NexPath Dialer Windows Desktop Tools- NexPath Call Director TelOper the Web Browser Desktop Interface Installing the NexPath Tapi 2.1 Service Provider Frequently asked questions Glossary Index Introduction User’s Guide Introduction Where to go for assistance Support Policies Legal Notices User’s Guide Telephone Operations General Concepts Hook-flashes Beeps and rings Ring Cadence Rings Call distribution groups Ring groups and Pickup groups Extensions numbers in the NexPath Telephony Server System speed dial numbers Accept Calls/Do Not Disturb Accept Calls Do Not Disturb User’s Guide Barge Barge In # Forward Calls Cancel Forwarding Call Forwarding Telephone Operations User’s Guide Call Waiting User’s Guide Clearing a Command Sequence # # Clear Set Up Conference Flash Add To Conference Flash Conference Calls Enable Day Ringing # Enable Night Ringing # Day Ringing/Night Ringing Hang up Disconnecting Disconnect Call Flash # Do Not Disturb Help Help Hold Telephone Operations Hook Flash the Central Office Line Flash Inside Lines User’s Guide Line and Extension Numbers Announce Line Number and Extensions # Listen Listen In # Night ringing Operator Dial the operator Outside Lines Obtain an Outside Line Paging Public Address Park Orbits User’s Guide Passwords Enter Password # Change Password # User’s Guide Pick up Transferring Calls Telephone Operations Summary of the keypad sequences Hold Put a Call On Hold Set Up Transfer Voice Mail Determining if you have new messages in your voice mailbox Accessing voice mail from your telephone Message Menu Main Menu Forwarding a message to another mail box Forwarding a message to a group Call the person who left a message Getting a help message during voice mailTo record your standard or alternate greeting Accessing your voice mail from an outside line To listen to your standard or alternate greetingTo set your Standard Greeting or Alternate Greeting Getting into your voice mail box if your mailbox is full To enter a numeric pager number Recording a short name Adding a voice mail distribution group Removing a voice mail distribution group Sending a message directly from voice mail Rewind and Play Rewind and play message from the beginning Press 1 During Record Send Message Features Available When Leaving a Message Call back number Enter a call back number Voice Mail User’s Guide Windows Desktop Tools NexPath Dialer Installing the NexDial dialer program Configuring the dialer Windows Desktop Tools- NexPath Dialer Configuring setup parameters for NexDialTM Windows Desktop Tools- NexPath Dialer Tools-Options menu in NexDial Features available with NexDial Dialer Window Screen pops Numeric keypad and the Dial/Transfer button User speed dial buttons NexDialTM Network Dialer Application Function buttons below the keypad Hold If you are in the middle of a call Add to Conference again Send to VM Status information Voice Mail Setting Day/Night Mode Changing your passwordSelecting the audio player Voice Mail Access from NexDial Voice Mail Window in NexDial Playing back a message Calling the call back numberSaving a copy of the voice mail file to the local computer Forwarding a message to another voice mail box or a group Recording your Standard Greeting To play back your greetings Recording your Alternate GreetingSelecting the Standard or Alternate Greeting Deleting a message or messages Announce Time and Date and/or Caller ID Voice Mail Message Options Numeric Pager Notification Numeric Pager Notification for Voice Mail Windows Desktop Tools- NexPath Dialer Email Notification Email Notification for Voice Mail Adding and Using Voice Mail Distribution Groups Voice Mail Distribution Groups Personal Phone Book 10.Editing a user voice mail distribution group 11.Personal Phone Book 12.Viewing the system call log using NexDial Viewing the Call Log Integration with Goldmine 4.0 and ACT! 3 & ACT Windows Desktop Tools- NexPath Call Director Installing the NexDirector program System Requirements for NexDirector Windows Desktop Tools- NexPath Call Director NexDirector login dialog box NTS Server Configuration Issues Related to NexDirector Including Extensions in the system phonebook using AdminTool NexDirector Screen Inside lines tab Configuration and Setup Options Configuration Tabs and Views 100 Configuration Management- Multiple Views 101 Customizing Buttons and Views 102 103 Customizing buttons on NexDirector Activity and Status Resetting Button AssignmentsResizing the Window 104 Call An Extension Controlling Calls105 Transfer a Call Put a call on Hold 106Retrieve a call from a Park Orbit Seizing a particular outside line 107 Disconnect a call 108 To Control your Phone from your Web Browser 109 110 Log-in page for controlling your phone from your computer 111 Control 112 VM Barge-in 113Selecting a voice mail box to monitor Send to VM 114 Call Control Using the Ring Group button 115 116 A voice mail alert box 117 A sample voice mail Setting message, pager, and email parameters 118 Other Voice Mail Features 119Dialing Method for Call Back 120 System Information 121 122 Using the Phone Book 123 124 View Log button 125 126 A sample Call Log 127 Status information at the bottom of the Control 128 Installing the NexPath Tapi Service Provider 129 130 131 Telephony Dialing Properties Window NexPath Tapi 2.1 Configuration Window 132 133 134 135 136 Frequently asked questions 137 138 Answer 139 140 141 142 Glossary 143 144 Call distribution group 145 CPC 146 FSK Password protection 147 148 User Index 149 150 151 152 153 154 Tapi 155 156