Toshiba manual Entering a new contact, Using the Strata CS Contact Manager Assistant

those applications by using the Strata CS TAPI Service Provider. See your Strata CS system administrator about installing the TAPI Service Provider, and then follow your contact manager’s instructions for placing calls. Calls placed by other applications still appear in your Strata CS Call Log and Call Monitor views.

You can also install the Strata CS Contact Manager Assistant (CMA) and receive screen-pops showing the name, the caller ID, and the time of day of the call. Act! users can receive screen-pops without installing the CMA.

You do not need to have the Strata CS Client installed to use the TAPI Service Provider or the CMA.

Using the Strata CS Contact Manager Assistant

The Contact Manager Assistant enables Microsoft Outlook, GoldMine, or FrontOffice 2000 contact managers to pop up contact information automatically when contacts in one of your contact managers call. Strata CS recognizes the incoming caller ID number, Caller ID, or name.

To run the Contact Manager Assistant (CMA)

1.Choose Start > Programs > Toshiba Strata CS > Contact Manager Assistant. The program starts and runs in the background.

2.Right-click in the system tray for a shortcut menu of commands that you can use to configure and personalize the program. For further instructions, see the CMA’s online Help.

Entering a new contact

Entering a new contact involves the following tasks, which are explained in detail in the three procedures that follow:

nEntering a contact’s name and basic information. Other basic information includes the contact’s company, any account code, and the language used for prompts for this contact. You can also enter up to 5,000 characters in the Notes pane of the Contact dialog box.

nEntering a contact’s phone numbers. When you enter a contact’s phone numbers, you can specify the number used for caller ID and the number that is the default number to dial when you call the contact.

nRecording a contact’s voice title. Like your own voice title, a contact’s voice title is a short recording that you create of the contact's name. If you are using call announcing, Strata CS announces calls from the contact by saying “Call from,” followed by the contact’s voice title. Contacts who do not have voice titles recorded are prompted to say their names each time

15-4 STRATA CS CLIENT USER GUIDE

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