Vertical Communications TeleVantage 7.5 manual Using contacts in another contact manager

Using contacts in another contact manager___________________

If you make extensive use of another TAPI-compatible contact manager or customer relationship management application such as Microsoft Outlook, GoldMine or FrontOffice 2000, or Interact Commerce Corporation’s Act!, you can place TeleVantage calls to your contacts from those applications by using the TeleVantage TAPI Service Provider. See your TeleVantage 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 TeleVantage Call Log and Call Monitor folders.

You can also install the TeleVantage 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 TeleVantage ViewPoint installed to use the TAPI Service Provider or the CMA.

Using the TeleVantage Contact Manager Assistant

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

To run the Contact Manager Assistant (CMA)

1.Choose Start > Programs > Vertical TeleVantage > 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.

Importing contacts from other contact managers into TeleVantage

You can export contacts from other contact managers and import them into TeleVantage.

Exporting contacts from Microsoft Outlook

The following instructions show how to export contacts from Microsoft Outlook:

1.In Outlook, Select File > Import and Export.

2.Select Export to a file from the list and click Next.

3.Select Comma Separated Values (Windows) and click Next.

4.Select a folder in which to store the contacts file and click Next.

5.Enter a filename and click Next.

6.Click Finish.

CHAPTER 16. MANAGING CONTACTS AND WORKGROUPS 16-13