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

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User’s Guide

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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. Itall ows theuser 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) mustbe subscribed to from your telephone company in order for it to

be available to the NexPath systemand NexPath software programs. In most locations in North

America, it is not a standard feature but a special service only available asan extramonthly charge.

Contact your local phone company for details.

NexDial must be running (it does not matter if it isiconified or not) for the caller ID look-up interface to

these versions of Goldmine or ACT! to be fun ctional.

Todial a callfrom Goldmine, ACT!, or Outlook, you must install the NexPath TAPI service provider, as

described in the chapter Installing the NexPath TA PI 2.1 Service Provider starting on page 129. Note that

TAPIis not required to run just NexDial. It is onl y required to use Goldmine, ACT!, or Outlook.

The NexDial caller ID interface to Goldmine and ACT! is provided since the caller ID interface fromTAPI

either is non-functional or isnot implemented by these programs. The interface to Goldmine and ACT! has

only been tested and verified on the versionsmentioned above.

user.bk Page92 Wednesday,March 7, 2001 10:34AM

Contents

Main Page NTS SERVER HARDWARE LIMITED WARRANTY NexPath Corporation Page i Table of Contents ii iii iv v Page Page Page Page Where to go for assistance Support Policies Legal Notices Page General Concepts Hook-flashes Beeps and rings Ring Cadence Call distribution groups Ring groups and Pickup groups *0 0 *0 1 Extensions numbers in the NexPath Telephony Server System speed dial numbers Accept Calls/Do Not Disturb Accept Calls Do Not Disturb Page Barge In Barge In *0 0 Call Forwarding Forward Calls Cancel Forwarding Page Page Call Waiting Page Page Conference Calls Set Up Conference Add ToConference Day Ringing/Night Ringing Enable Day Ringing Enable Night Ringing #1 #0 #1 #0 Page Disconnecting Disconnect Call Page Help Help Hold Put A Call On Hold Retrieve A Call From Hold Swap Between a Current Call and a Call onHold Page Hook Flash the Central Office Line (Centrex and CLASSSM features) Hook Flash the Central Office Line Flash 9 Inside Lines Page Line and Extension Numbers Announce Line Number and Extensions 34 Listen In Listen In Page Operator Dial the operator Outside Lines Obtain an Outside Line Paging (Public Address) Park Orbits Page Passwords Enter Password Change Password Page Pick up Pick Up Ring Group Pick Up Any Ringing Phone Pick Up Ringing Speaker Transferring Calls Direct (Blind) Transfer Set Up Transfer Complete Transfer Flash 5 Flash 5 Flash 6 Page Summary of the keypad sequences Page Page Determining if you have new messages in your voice mailbox Accessing voice mail from your telephone MESSAGE MENU Page Forwarding a message to another mail box Forwarding a message to a group 4 #* Call the person who left a message Getting a help message during voice mail Torecord your standard or alternate greeting Tolisten to your standard or alternate greeting To set your Standard Greeting or Alternate Greeting Accessing your voice mail from an outside line Getting into your voice mail box if your mailbo x is full Toenter a numeric pager number 0* *# 0*0 Recording a short name Adding a voice mail distribution group Removing a voice mail distribution group Sending a message directlyfrom voice mail Page FIGURE 3-3. Keypad options for Send Message after pressing during Record. PRESS 1 DURING RECORD (SEND MESSAGE) Features Available When Leaving a Message Keys that callers can use during the greeting when they are in voice mail Keys that callers can use during or afterrecording a message Page Page NexPath Dialer Installing the NexDial dialer program Configuring the dialer Page Page Page Page Features available with NexDial Dialer Window Screen pops The numeric keypad and the Dial/Transfer button User speed dial buttons The function buttons below the keypad Page Page Status information Setting Day/Night Mode Changing your password Selecting the audio player VoiceM ail Access from NexDial Playing back a message Calling the call back number Saving a copy of the voice mail fileto the local computer Forwarding a message to another voice mail boxor a group Recording your Standard Greeting Page Page Page Page Page Adding and Using VoiceMail Distribution Groups Page Personal Phone Book Page Viewing the Call Log Integration with Goldmine 4.0 and ACT! 3 & ACT! 4: NexPath Call Director System Requirements for NexDirector Installing the NexDirector program Establishing a network connection to the NexPath Telephone Server Page NTS Server Configuration Issues Related to NexDirector Page Configuration and Setup Tabs and Views Configuration Management- Multiple Views Customizing Buttons and Views Page Resetting Button Assignments Resizing the Window Activity and Status Controlling Calls Call An Extension Tran sfer A C all Page Page Page Desktop Interface To Control your Phone from your Web Browser Page Page The Control page Selectingavoicemailboxtomonitor VM Barge-in Send to VM Hold Call Control Using the Ring Group button Page Page Setting message, pager,and email parameters Dialing Method for Call Back Other VoiceMail Features Page System Information Using the Phone Book page Page The View Log button Page Page The status information at the bottom of the Control page 129 Service Provider Installing the NexPath TAPI 2.1 Telephony Service Provider (TSP) program Page Page Page Page 134 Using the NexPath Telephony Service Provider(TSP) with other programs 135 Uninstalling the NexPath TAPI Telephony Service Provider (TSP) Page Page Page Page Page Page Page APPENDIX A Glossary Flash 3 Page Page Page Page 149 A B C Index 150 D 151 E F G H 152 I L M N 153 R S 154 T U V