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1. Pvisit png supportpage png suppotunits png Thumbs db video png Below the picture let s put URL link to Dial IT manual LU E PFY See Ln L Name richText2 Zoom Fact ESA Layout E Location 650 600 E Size AREER Navigation Targe Parent Bookmark none Navigation URL Bindable Specifies the URL to navigate to Finally our report is ready DIAL IT Dial IT Features 135 i A Dial IT professional AS vaotaa HOOdAMAD FACTORY N ahii uirinn sion Dear Chis Now Dial IT is available in Call Center edition Call Center edition allows yor db work eificeity wile calllig or rece Wig calk Alg aid sibgroips cai be deped By dowbke clicklig oi a group yOu Calli either emoe oraid te contact do tE grop CallGenter albas 1 cre aE Empates by Meas of embecide ci template des igier You cas wrt all lntbmatos wider decisao aid seid t emall Empat ardor a attachment atte same time yor kK do the person enables yor Det ip special contact ames Tr rikiowi bambers twill Click here toread more gt tothe saed at New Contact Yor cas defie contact parameters that willbe eet Tom te call Onvisn ourwebsie you iae several compares than yor cas cefe what company should be a en displayed hor cleats comprer ort ephone i Friday Ap rill me Le Tapel 1 L e a See also Report Wizard Standard
2. N Wednesday Decemb Activity conflict m From 15 32 Wa tet ng Session El Henman Ea Marketi 02 12 2009 1 Chris HuFFrmar Timeless In configuration you can also define a me the activity would be on a weekend Configuration Details Setting Tol ettings Details Ej Activity Activity settings Details 0 B a Microsoft Sans Serif Enter details of the scheduled activity in In case of a meeting e g the individual t conversations items of the meeting pal Private Activity conflict See also DIAL IT 118 Dial IT Features Group Membership Sending report email templates by email About the report designer Group Membership With Dial IT CallCenter you have a possibility to edit the group membership of the called contact In the history PopUp you will find a tab named Group On this tab all ACT groups are shown This icon 2 in front of a group shows that the current contact is a member of this group By double clicking on a group you can either remove or add the contact to this group DIAL IT Dial IT Features 119 l Histo ny History type Call iv Result Call 4 Contact Chris Huffman CH TechONE Date 5 5 2010 lv Time 9 12 17 PM C Attachment Associate with Record Manager Chris Huffman Regarding Details Activities Groups Email and Report Chris Huffman Groups AllContacts Ea Chris
3. DIAL IT Dial IT Features 97 p 2 Call this number by Skype by clicking se as long as you have credit there 3 You can add the number to the currently displayed contact in your database G Add phone number to Chris Huffman You only have to select the telephone field where you want to save the number 4 Create a new contact in your ACT database with this number Insert Mew Contact with this number ES Select a Contact 5 By clicking on J you can select any contact from your database and add the number for this selected contact Additional functions Having also copied some letters by mistake those will be automatically removed when being inserted to the clipboard Your national and international calls will automatically dial and display the prefix number as well Go to last Contact A By clicking on in the tool bar of ACT the last shown contact details will be shown again in your ACT database See also Dialing Call from Clipboard Contact list ToDos Dial IT report Contact Report Send Email List of phone calls Contact List By clicking on a button the contact list will be shown again It will appear as a List View in your ACT database so if you would like to work with contacts in this view mode please make sure that all needed functions for Dial IT are enabled on the Dial IT Configuration tab It opens by clicking on the configuration button E B Detail View Id 3014 gt AUS amp
4. F r 8 Open Remote Session PCvisit TraceLevel 0 Tet Open Remote Session Teamviewer Ez Create a Support Ticket Logfile DIAL IT Support 7 When creating a ticket through this interface your log files are attached automatically It is also possible to restart your Act to reproduce the issue without closing this tool Right after clicking Create a Supportticket link you will be offered to provide your email Please make sure you insert the correct email as it will be used to create an account in our system and we will get in touch with your regarding the issue through this email CRMADDON Support 1T Your email address is required For submitting a ticket Please check your email and confirm it Kindly make sure that you submit the correct email and all related information as this data will be used by our support team and for registration in our SupportSuite Enter Confirm the Email For registration vburemailmanydomain com La Confirm Email On the following dialog you can create a ticket for our support team DIAL IT 8 Support 2 CRMADDON SupportIT LE Settings ul User Settings Wk Helpfull Links jj Tickets H New ticket Lo New Ticket gt 1 Step Please choose the department It is important to get the competent support guy Department GROUP IT ADDRESS IT DATA MIGRATION OUTREACH HANDHELOCONTACT HHZ BULKCHANGE IT MAA AE E Pi Step Enter the subject Subject
5. for the USA Check this box if you wish to use Dial IT with a headset Click on a in the Popup to take the call This function can also be used without headset and your phone will be set to the hands free mode An additional file will be created where the information about the execution of the program is stored This requires a lot Tapi Trace of working memory Activate this function only if requested by our technicians or if you dispose yourself of sufficient expert nowledge about DialIT If you wish to use an analogue modem instead of a TAPI phone please activate this function Area code M Use Headset Use a modem not recommended However we do not recommend using Dial IT with a modem Any questions in relation to your modem are not supported by us Caller ID Settings Defaultsetting Select one of these functions to redirect a Redirecting all and to display the number of the Redirection aller Test all four options until the number is Ei attr oe O ic you use the number may be displayed with any of these settings if you do not see the right contact when a phone call is transferred to you please do the following 1 Run Phone exe check if the caller id of the original caller is shown in any of the fields Connected ID 2 Test blind transfer and run Phone exe check if the caller id of the original caller is Shown in any of the fields 3 if the caller ID of the transferring perso
6. About the report designer gt Report Wizard Standard Report Report Wizard With Report Wizard you can create a report template please click LY button to open your report wizard This wizard will help you to select the information you would like to display in your report and set needed layout DIAL IT 122 Dial IT Features Select whether you want to create a Standard Report or a Using this wizard you can easily create a banded report displaying data in a tabular format While setting up your report you ll be able to group data add totals to your report apply one of the predefined report styles etc Welcome to the Reports Wizard This wizard will create a new report with data bound controls to display information from the dataset you specify his wizard is also useful if you need to print out labels ist contre In this case you re likely to purchase label paper that meets your particular requirements Depending on paper supplier and label type your report will need to generate labels with a specific size and location within paper sheets Report Type Label Report With the Label Report Wizard you won t have to adjust Cancel Back nis these settings manually since a wide choice of paper Suppliers and their products Supported Simply choose your paper type and the report is adjusted automatically After completing the wizard you get an empty report that clearly indicates label boundaries
7. E Mew Call Meeting To Do Moke Companies Ez Detail view GE List view EJ amp de Bp Sig g ta E ookup A All Companies 23 cormpany s 8 division s Ace Pet Store Franchi ce Pe le ioe ISS Call a Contact Best Lender Financing CH TechONE Black Forest Baking Boomers Artwork Brandee s Bakery Brushy s Golfing World Phone number 212 555 3578 Description m Fax Phone Allison Mikola More Options CH Holding a CH Gourmet Imports m Phone Allison Mikola 212 555 2485 8 E O CHTechONE m Fax Phone Melissa Pearce 212 555 4874 ra n Contact from L CH TechONE Accounting m Phone Melissa Pearce 212 555 2485 jAttach File a eee a CH TechONE Administration m Phone Juliette Rosseux 212 555 2485 wiew Fields Linked to Conte ee Pc Beales m Phone Betty Browser 61 212 555 2485 Update Fields Linked to Col aye FisemontCoin a Fax Phone Sarah Whiting 44 212 555 2486 Ba Alesis a Phone Sarah Whiting 44 212 555 2485 Griping International Making Technology Co Skype Peeler oie Mercury Production Management Phone number 22125553578 Mutthound Enterprises Parsley Group Extension Sewing Room The amp Refresh alison_mikola TA _ J i A _ K K AA Fz Reset Close a 23 Swing Software T Bone s Steakhouse Task List Verge Records Widget Corporation EN Opportunities Willams Consulting Willis Enterprises Es Report
8. Groups Email and Report EMailprofile Outlook e Emailaccount olga bondarenko icrmach Password eke Subject Schedule Presentation Send to olga_bondarenko list ru cc BCE _ Use Report as Emailtext achment as Document in ACTI Email Template iE Fs Report Template E 288 2 Send as Draft Standardsettings Preview Email Preview Report Report Send as Email e Call Complet a aJe Mame of Reporttemplate C Documents and SettingsiAll Users Documents ACT ACT For windows and Activity 12 Databases 40T2010Demo database Files Templates 4 14 2010 4 31 a en ee oo SSS Dial IT professional Email template 1 Using Report Wizard choose Standard Report 2 Columns to display in our report will be Contact Department Title and Company 3 Let s make Contact column to be as a group level 4 In the next window we will choose Outline 1 as a layout and Landscape as orientation 5 Style for our report will be Bold 6 The title for our report will be Dial IT professional If you change your mind about names of fields slyles e t c you can change them in Report Designer easily As a result you will see this window of report designer Callouts point to important areas DIAL IT Dial IT Features 129 E p P Dino Report Oesiamer 1 i 1 1 i i I Ma ye i i I i Ce a i i I i i Tanl Box ENE E re eS Standard Controls a E
9. Private Activity conflict JE J dose Function 0 I Pescription Activity type Click in the toolbar on an activity type m completion or select one from other existi Start date Start time Duration ou can schedule an activity for a certain Edes Mes Berner date as timeless activity as well as an ac sere ma Hint and also define a reminder hint e g to be minutes before the start of the activity Activity should take place be displayed in EZ is additive as e g clicking twice on a nun that the event will take place in as many Clicking several times on a day number wi Example Clicking twice on 7 days 14 d Contact he activity is scheduled for this contact this contact detail in the Activities tab ou can associate activities with groups lt 1 day 14 days 28 davs 90 days 130 days 365 days Associate with he associated activities will be displayec tab of the group or company As default value the registered user is dis enter a Regarding Priority Define the priority with fitting colors Private Mark the activity as private to prevent ot from viewing it unless they are involved DIAL IT Dial IT Features 117 Clicking here will check whether there is z activity at the same time In case of any the following possibilities Start date 02 12 2009 Start time 15 30 02 1 Click on Accept to schedule the act stated time Click on New Schedule to return to Activity dialog field and change da activity
10. and of course properly positions labels within paper sheets DIAL IT Reports Wizard 3 Choose columns to display in your report Your report can display any of the columns available in the dataset Which columns do you want to display in your report Available Fields E Email gt El HTypename uti Regarding El Association summary gt El Frombiate El ToDate E HDatestr El HTimestr E HType El rel ctUser Companyname ll f Canmbksarckn ama 7 Reports Wizard E l Do you want to add any grouping levels Grouping splits data into groups based on identical Fields values You can specify several grouping Fields at the same level to perform multiple grouping E Regarding El HTypename El AssociationSummary E Frombate E ToDate E HDatestr E HTimestr A B HType El relactUser Priority E Companyname E Contactnarne E Hdate Pao Dial IT Features 123 Define the columns which Shall be shown in your report By clicking the defined columns will be selected for your report if you click all columns will be selected for the report Next gt Afterwards click to get to the next step define these columns here Afterwards please click Next gt his page allows you to group data in your report For instance if you are displaying car sales information you may want to keep records corresponding to the same model together Each set o
11. from the gro belongs to w Add Contact by clicking contacts fror your contact selected Move from Group ae one Lets you mi Move From group MATIE Board Members ld 8 let group to anc DIAL IT Dial IT Features 115 If you do ne Close all histories without saving click this but saving Check the ct your activity nee other Act u they are inv Regardin Select a sub 3 enter a subj Enter the de Closing of th Activities Details Activities Date range Select activity Select user Here you cal screen for al ledit them Drag a column header here to group by that column Having creal you can loac history wind oDo s For All Contacts Clear activity Edit activity Load Tobos EA Occur Pri Regarding Details Duration Lo Sched Associate with ou can schi Schedule Activity during the ci For further ir History is cri Activity and the Popup is History and Activity Activity Group Membership Sending report email templates by email Activity DIAL IT 116 Dial IT Features Activity Al ES Activity settings Details Activity type Meeting se Start date 02 12 2009 se Mittwoch Start time 15 30 02 Ele Duration 10 minutes _ Timeless i Add Days ME Fiom 15 32 Has keting a Contact Associate with BEIA Schedule For Chris Huffman se Regarding se Priority Medium i Alarm a Timeless 8 9 Attachment AE x E
12. Chris Huffman to Salutation so the text will be Dear Chris For this you should press gt icon and choose Salutation in Data Binding field eee ee ee ee le ee ee ee ee ee ee ee ee eee eee Bree A A E peer geet aye yea geen pw E A gia megan geen e A T ge aE Dye heres ene Pep weenie tae PA AT Phone OE 2 1 REPORT_Contact_Id HEE REPORT Contact Anchor vertically 1 36 nz E Formatting Rules oe E State _ Auto Width E Title eine Can Grow a Web Site sader Show Footer Can Shrink fiet ZIP Code C Multiline A Parameters Word Wrap You can create blocks by selecting icons on Standard Controls panel on the left and moving them to the template body As a sample let s create a text for Dial IT Professional presentation You can do it with the help of Lable icon or Rich Text icon You can write the text or paste it You can take text from ACT database or download a file Lable icon allows you to apply text formatting for the text However you cannot edit the part of the text block because font style will be the same withing one block Rich Text icon allows you to put it s own font name font size font style font color and alignment for every sentence or for every word Here you can also download text in rtf or txt formats In our sample we need Rich Text icon So we move it to the template with mouse and paste the text F
13. Create ac Manage Tobas Create activity fou History See also Info Licensing RDP License Addon Settings Display Addon Settings Field selection Dial Settings Phone numbers Skype configuration Call Center ToDo s To use this function please create Activities in one or several of your contacts in ACT After that open the Activity Window DiallIT using the corresponding Icon 4 Subsequently a window opens where you can view all created activities See the chapter ToDo s for further information Having done this open the Dial IT configuration and select under the tab Detail settings ToDo List the activities which shall be displayed later Having finished the setting click on OK According to your settings your Dial IT Activity list will only display the activities selected in your configuration Example You have a list with 10 scheduled calls that have to be done today You can set the list so that the first and each following call will or will not be removed from the Activity list after being started Further definitions can be made when clicking on the 4 Icon DIALIIT Configuration 77 iq CRMADDON Info Pa TT P License Support Addon Settings Dial Settings Phone numbers Detail Settings Skype Call center ToDo list Create activity History and Popup Manage ToDos Show activity types Call se Activity T
14. Eb CRMADDON SupportIT ao Settings A Helpful Links and chat User Settings es Knowledgebase Uh Tickets A Troubleshooter New ticket a Live Chat J Downloads fal Helpdesk d CRMADDON Factory HHHH HelpDesk Online http kayaka crmaddon cam User Settings menu item leads to the section where you can add your user data 2 CRMADDON SupportIT eo User Settings gt Settings A Helpfull Links E Mail youremailiManydomain com FM Username Be Company New ticket Password Please enter your data paw Usergroup DIALJIT 10 Support See also Free Support Paid Support DIAL IT Introduction 11 Introduction Dial IT is a powerful addon for ACT that works like CRM Workflow It allows managing your work by one mouse click All necessary tabs and icons are visible e Asa reminder check all activities that have been planned by you and for you Check the list of unanswered calls e Choose a number for dialing even to secondary contacts or call from the clipboard Speed dial Direct dialing is available Check who is calling you in a small pop up window and or in a window with contact details Save an unknown number to any contact or create a new one Record notes and plan further activities at the same time while talking to your interlocutor Your activity becomes history automatically Create reports about your histories Manage group mem
15. GmbH Germany License File and Key Licance File and Key Please enter the Following info You got them via email From licenced crmlicence com activation licence ke Licencekey y Select C Documents and Settings AdministratorDesktopi22559546642509736744300 Email email address vr crmaddon com e Read More Zur ck On the following dialog you should request an unlock code sending It will be sent to your email specified on the previous step you will get the following notification if the email has been sent successfully CRMADDON Factory ACT Addons t JY Email was sent You will get a response Email within the next 2 3 days with your Unlock Code For the next step Then you can use the Software witt Then you d need to insert this key and press Apply Key button DIAL IT Configuration 29 I CRMADDON Factory GmbH Activation via Email Activation via Email Please request First the unlock code via email then apply this code in a second step 6 Send Email Apple the Code you get via Email y Apply key a w cemaddon cor gt E Read More Po Bak Ema zurtick If the code was correct you ll get the following notification LI DONE OK This means the addon has been successfully activated Press Next to complete and exit the Email Registration Wizard Evaluation License Remove computer from license Send Request License Info Home gt Conf
16. IE repetida lone band per repon Ala A pr re O a R A A ee 4 Lae cme ee ee se loa ers bo lr Red im deb de db mb mi 5 a Las P 5 i de E 5 a 5 i Doone Fil E eos Cant UNNE A Rich tet F OM e O a O ER PRCESe teres GaSaaRARnSSSeeemarnsssaemsiateeeemnnnneennesnees a i Designer 2 Preview 29 HTML view strafteportt Paperkind Letter Group and Sort F Add a Group h Adda Sort Delte D Move Lip Field Name Sart Order Contact e Ascending Move Down I al start gt Snagl ACTI by Sage Premi EJ Histor A lepart Designe You can preview you report by clicking HTML View or Preview icons DIAL IT 130 Dial IT Features Dial IT professional Contact Chris Huffman Title Company Department CEO CH TechOHE Administration Thursday April 15 2010 Let s come back to our report designer by clicking on the Designer button We will add our template body to the field right after the area with Company Department and Title data In our template the name of this field is DetailIBand1 DIAL IT Dial IT Features 131 pa A Report Explorer mlali i CHE xtraReporti A O een phere GHE reportHeaderBand1 ee ae pS groupHeaderBandi E AREA A labeli A a o Ay label2 ados E groupHeaderBand2 EEEE A T a A label4 pie 2 EX A labels ana Detail Sort Fields Collection Height
17. MO To make a call you will need to select a phone number from the drop down list and click Call via Skype button 12125552465 To send SMS via Skype please select a phone number from the drop down list and click Send SMS button 0012125554784 See also Info Licensing RDP License DIAL IT 84 Configuration Addon Settings Display Addon Settings Field selection Dial Settings Phone numbers Detail Settings Call Center Call Center Call Center window is only visible if you have a Professional license of Dial TT It displays groups and subgroups and you can easily add or remove contact from group during the call You can create and send email and report templates at the same time you talk to the contact If you have several companies then you can define what company should be displayed in your client s computer or telephone Also you can set up special contact name for unknown calls Call Center settings Email Report New contact Multi Company Settings Dialing See also Info Licensing RDP License Addon Settings Display Addon Settings Field selection Dial Settings Phone numbers Detail Settings Skype configuration Call Center settings If you have several companies e g Crmaddon Voipaddon and Glcomputing then you can define what company should be displayed in your client s computer or telephone You will dial from special telephone number that belongs to your particular company For example
18. Phone Number Field Lise extension Call directly if only one number exists Mot available iF Skype is used Minimum length Caller ID Minimum number of matching digits means fe entre nunber Show only exact found Records maximum display number of found contacts Speed calling Contactfield For displaying info whil calling From compa E Functions Description Select the ACT fields to be used for outbound calls Yi select particular or all listed fields We recommend hov use a fax or a pager number he selected fields are displayed in the Call a Contact F window Having created a new field for a phone number ACT databank you can select it and use it for this func Phone Numbers Inbound calls use all phone fields e g Fax numbers it Alternate Phone Home Phone Mobile P se of the here selected fields so that you can identify the also if the phone field had not been selected Note fa field is not displayed although phone numbers been allocated there please check whether this fie a phone field DIAL IT 70 Configuration Main Phone Number Field Ei Use extension _ Call directly if only one number exists Not available if Skype is used Minimum Length Caller ID DIAL IT Define here a Standard Phone Field This phone field wil allocated in advance i e if there are several numbers contact this phone field is tagged and you can dial this with a click But you still have a possib
19. Please enter our data Status Open Priority Mormal Free Support Type Issue Details Description E 3 step Please decsribe your question with much details as possible to redu Please enter your data pm 4 Please attach helpfull files and With this vou confirm submitting a ticket without an al screenshots resolving the issue Athach File Remove File C Documents and Settings 4dministratoriMy Documents CRMADDON CRMADDON log HelpDesk Online http fkayako crmaddon com Department Please select the corresponding to your addon department Subject Add a subject to your ticket We suggest making a short issue description in your subject Status Select a status for your ticket Type Select a type for your issue Priority Select your ticket priority Please be advised that free support tickets are normally processed within 24 hours during business days However if you d like to have your ticket to be handled with highest priority please consider purchasing our paid support Details Description Please add a detailed description of the issue Attach File Besides log files please attach all files screenshots schemas or copies of your databases that will help us to better understand the issue Create a ticket Click this button to create a ticket Please visit Helpful Links section probably you will find there the answer to your question or the solution to your issue DIAL IT Support 9
20. Reports Tools Hel ESI ACT a Premium Hew Call Meeting To Do V8 AG 14 ee W CH TechONE Contact Chris Huffman T Salutation Chris Company CH TechONe oe key Contact 7 Title CEO zl Department File Edt View Contacts Contacts Lookup Contact Field Contact Contains E More Options Related Tasks View All Contacts Administration Personal Info Marketing Results New Secondary Contact Promote Calendar E mail kacie Hare Task List ie Hare Harald Wesley Payroll Supervisor VP Operations Ey Opportunities Notes History Activities Opportunities Groups compa Call a Contact Contact CH TechONE Chris Huffman Description m Home Phone ma Mobile Phone m Phone CH TechONE Phone number 2125551773 Extension Es Refresh Close k Address 1 13 East 54th Lookup All Contacts Call from Clipboard Selecting this function allows you to simply insert here the number that you might have copied from websites or e mail signatures allowing you a faster and time saving calling Sr Call from Clipboard Phone number 0012034047508 Add phone number to Chris Huffman Insert New Contact with khis number Select a Contact In addition you can choose from the following possibilities G e Call 1 Call this number with your Tapi integrated phone by clicking on the PANES AMAS button
21. activities Groups Email and Report Enaiprofile outlook i Emalaccount alga bondarerko ermadh Password rEbkkes Subject Prospect Call Send Eo Christ CHTechONeE amal cc BCC F Use Report as Emalltext en Email Template DiallTHistoryReport Melli Report Template ReportBody Elle i Standardsettings Preview Email Preview Report f Send as Draft Send as Email l eted jl all pte lle age e Extension E dose FP Schedule activity History f _Hetory and activity 4 62010 1 43 PM 42 66074 E See also DIAL IT Dial IT Features 121 Home gt Dial IT Features gt History Pop Up gt About the report designer CRMADDON s Online Help Report Designer is a similar to ACT report designer tool It allows you to generate reports and create your own report templates It is built in Table IT Dial IT Service IT and Scan IT addons With Report Wizard you can create templates and send them by email to your contacts Report Wizard gives you an opportunity to create a report template select which variables will be added to it Report Designer will help you to add content to this template about your service making the report more user friendly Later those reports can be sent by email to your contacts and leads improving your sales and saving your time for creating follow ups for each particular case popular pages Home gt Dial IT Features gt History Pop Up gt
22. call Or do you prefer the contact not to be displayed at all Define the location of the PopUp TopLeft TopRight i TopLeft y DIAL IT a Go Eo contact on answer Go to contact on ringing Configuration 63 Disolay Sneed Fast F Set the display speed of the popup window Should it PAES lbe fast slow or moderate Close Pop up after 10000 EJ mili seconds Define here after how many milliseconds the PopUp should be closed automatically Folder Settings Spell check Window handling Configuration Management Folder settings You reach this tab when going in Addon Setting Field Selection Select here one of the folders where the complete Dial IT configuration should be saved This feature is useful if you share your PC with other people This way each employee using this PC can have personal settings of the Dial IT program Common Settings Folder Settings Spell check Windowhandling File Folder Select directory C C Documents and Settings 4dministratoriMy Documents CRMADDON DialIT 8 CProgram Files ACT act For Windows Plugins CRMADDON DiallT Show Log File Maximum Size x MB of Caller List Archive Files are created 100 H MB Here you can select how many MB of the recent calls should be stored in the caller list Maximum Size x MB of Caller List Archive files are created 100 ES MB In this folder the information about the program is stored its settings and log fil
23. edition only E g manager can make some changes in SQL and then they will be uploaded when ACT starts RM x Dial Settings Phone numbers Detail Settings Skype Call center Addon Settings Configuration Management A p y Display Field Selection Configurationmanagement Saye settings as central settings for using on the other clients ES Save settings as central settings Fa Download central settings Check this box if you would like to load central settings each time the ACT starts E 1IBy clicking on this button central settings will be downloaded you will Download central sett i 5 Domntoadcenrasetings PYS to restart your ACT for new settings to be reflected See also Common Settings Folder Settings Spell check Window handling me gt Configuration gt Dial Settings Dial settings DIAL IT 66 Configuration CRMADDON Caller 1D Settings Tapi device Tapi provider Standard Use dial out number prefix Use this code to make international calls Remove this code For incoming calls Add this number to incoming calls rea code _ Use Headset E Tapi trace _ Use a Modem not recommended Maximum attempts to query the incoming phone number Caller 1D Settings Default setting Caller ID Redirection api device H323 Line Tapi provider Standard Use dial out number Prefix Use this code to make internatinal calls Remo
24. future reload Save license locally Deactivation done Click Next button to proceed and then Finish to close the Wizard If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket Es To open our User Manual please click E button at the bottom of the Wizard See also Email License Evaluation License Send Request License Info DIAL IT 46 Configuration Send Request Use this option if you would like to send us a request concerning upgrading your ACT version ordering license adding more computers to the license or resetting a computer from license Ze CRMADDON Factory Wizard Options for license request Choose an option For license update ScanIT for CRM You have several options For updating your license Please choose the one IF you have other requests feel free to contact us 8 Order license o Order an Upgrade Order an Update C Send reset request Send request nana crmaddon cor E g lt Back Jl Cancel See also Email License Evaluation License Remove computer from license License Info Order License Select this option if you would like to send us a request for license ordering The following window will open DIAL IT Configuration 47 CRMADDON Factory Wizard Send a request to CHMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Amount of licenses Req
25. he formatting of your phone numbers will still be the s ACT mask this function only works within the system An ACT database only contains external and no internal phone numbers So there is no possibility to identify and record an internal call Example If the Marketing Director of a company calls his office to schedule a meeting the number would be displayed as unknown when not using Dial IT This tab which is being used with a telephone system or an extension enables the recording of internal calls by adding names and numbers to the list of this tab DIAL IT 72 Configuration ra a o y e a a a a Info License Support Addon Settings TAPI Settings Phone numbers Detail Settings Search Criteria Internal Phone numbers Local Area Code Settings Internal numbers Show Popup For internal Calls _ Open History For internal calls Directory path of internal call record list 3 Cu Documents and Settings Administrator Documents CRMADOOA DiallT m Functions Descripti n_ _ _ Show Popup For internal Calls A Popup opens if there is an internal call oeno o taral cals On taking an internal call History opens to record it contacts amara M ller Click on an empty field to add new numbers m Kai Schaffrath COPA E Directory path of internal call record list Select here the location of your internal numbers See also Search Criteria Loca
26. i hour 3 r kel 8 10 2009 11 00 PM Low AsiaPac Sal 1 hour Uo Separation line between windows To adjust the size your window put your mouse cursor on this line and drag it up or down after the double forked arrow appears 2 Number of Activities Drag a column header here to group by that column Contact Inf azi 11 00 PM Low AsiaPac Sal 1 hour 2 Number o Birthday Lunch Activity details will appear here if any are available Call E Go to contact AS Call a company 1Sa Go to company 3 S 4 Refresh List Reset Settings Resize Contacts without Tobos You have a possibility to customize the columns in To Dos window that means to add delete fields from the list 1 icon 2 activity type DIAL IT 100 Dial IT Features priority clear private scheduled by scheduled for associate with e mail phone number extension contact info 1 4 regarding details start date occur time duration end date recurring appointment E FW 10 11 12 13 14 15 16 17 18 Right mouse click on the column header opens the menu Click the Column chooser and move fields from to the Customization window Drag a column header here to group by that column wuki k il Sort Ascending a et L Associate with Me Fred Fenderline To Cal de To Me EL Sort Descending
27. is the case if Phone exe execution shows the number Only then this function can work with Dial IT When having activated this function you will see which number the caller has dialed ou have several numbers with which you can be contacted E g an English an American and several German numbers If the caller dials the English number it will be displayed that he is calling via the English number DIAL IT 62 Configuration See also Common Settings Folder Settings Spell check Window handling Configuration Management anfiguratio ddon Settings Field selectior om tin Common settings You reach this tab when going in Addon Setting Field Selection iq CRMADDON a xi Dial Settings Phone numbers Detail Settings Skype Call center Info License Support Addon Settings Display Field Selection Configuration Management Caller ID Settings Show Popup Standard Fields Company Contact name Alternative Field 1 Address 1 Alternative Field 2 City Alternative Field 3 Department e Show called phone number Common Settings Don t go to contact Go bo contact on answer Go bo contact on ringing Alert settings View Pop Up TopLeft Display Speed Fast Close Pop up after 10000 milli seconds C Don t go to contact Do you wish the contact details of the inbound call to be displayed during the call Do you wish the contact details of the inbound call to be displayed on answering the
28. o En SIGS amp a Detaiview K Look far EditMode I TagMode TagAl UntagAll Lookup Selected Omit D Compay Contact Phone Extension Tie Ass 1 Address 2 County Tennis Supp Chris Burn 0191 385643 Administrative Assist 184 Sunderland Roe Interactive Gifts Chris Fierros 212 555 3448 VP of Sales 3045 H Gainey ok CH TechONE Chris Huffman 212 555 2465 CEQ 13 East 54th St Suite 300 Mutthourd Enterpris Chris Hears 01789 656556 Vice President BB Potters Drive St Michael Estate See also DIAL IT 98 Dial lT Features Dialing Call from Clipboard Go to last contact ToDos Dial IT report Contact Report Send Email List of phone calls Home gt Dial IT Features gt Dial IT toolbar gt ToDos ToDos 4 This feature gives you an ability to get an overview of all activities that have been planned by you Do you only want to see certain activities You can define the activities you want to see according to your wishes needs activities and make a grouping Todays ToDos window shows activities planned for the today Activities window shows the whole list of activities DIAL IT Dial IT Features 99 Dake range Today se From 11 16 2010 Eo Activity Eype Select user Chris Huffman Only Contacts in Group Show Recurring Events Load ToDo List manual with Refresh Button Todays ToDos for Chris Huffman icon Stark date Regarding Contact Infol Contact Infoz Contact p I 11 16 2010 6 30 PM Low Birthday Lu
29. will access the server Info Licensing Addon Settings Display Addon Settings Field selection Dial Settings Phone numbers Detail Settings Skype configuration Call Center Addon settings DIALIIT Configuration 59 Display Define here the Dial IT Icons that shall be shown with Contact Detail View Company Detail View and those with Contact List View and Company List View iq CRMADDON x Dial Settings Phone numbers Detail Settings Skype Call center Display Field Selection Show icons in Contact Detail View Contact List Yiew Company Detail iew Company List Yiew Call a contact to Call from Clipboard Ol Ol ToDo s List of Phone Calls DiallT Report 0 to Last Contact Contact list DiallT Configuration ag 40 g 000 E QA ff El El al El al ol El OA 82wDDA Y 0000 0 g a H000 gigg Send Email Skin Settings Skin RTF Default Font Choose Font Font Name Microsoft Sans Serif Size 8 25 Units 3 ii Es Reset userrelated Windows Settings E E gt 2 Check For Updates before asking for Support Function Description gt Z gt DIAL IT 60 Configuration Clicking on this symbol allows you to start a call with a mouse click on the button to which a number was allocated or to select another number and Dial IT Clicking on the button Refresh will update the numbers This is helpful if a colleague modified
30. you will get a tabular banded report Depending on how many wizard steps you complete you don t necessarily have to go through all the pages you can apply data grouping display totals select one of the predefined style sheets etc The following image shows a sample report created using the Standard Report Wizard e My First Report Category ID 1 ProductlD Product Name Unit Price Units In Stock Units On Order 1 Chai 518 00 30 0 2 Chane 31200 17 20 24 Guarana Fantastica 34 50 20 j 34 Sasquatch Ale 31400 111 0 35 Steeleye Stout 518 00 20 0 35 Cote de Blaye 320350 17 0 39 Chantrense venta 318 00 go 0 43 Ipoh Coffee 346 00 17 10 67 LaushingLumbejacdk 31400 52 J Laza 70 Outback Lazer 315 00 15 10 15 Rhonbranu Elosterbia 3775 135 76 Lakka lik i 318 00 57 0 Avg 537 98 Category l0 z Product Product Name Unit Price Units In Stock Units On Order 3 Anise d Syn 310 00 13 70 Chef Anton s Caj 322 00 53 0 Seasoning 5 Chef Anton s Guabo 4921 35 0 0 Alix d Grandma s Boysenbemy 325 00 120 0 Spread i If you would like to edit an existing report created with Report Wizard you may use Report Designer DIAL IT 126 Dial lIT Features Ya j Report Designer Ele Edit View Format n E reportHeaderBiandi ae pageHeaderBandi HS groupHeaderBandi HHE detailBandi Gel pageFooterBand1 if Field Name Sort Order LI I Background Ci Colo Transparent ES Contact 7 Border Color MW Co
31. your AddOn manual SM here to save the modified settings and or close the configuration window See also DIAL IT Configuration 25 Licensing RDP License Addon Settings Display Addon Settings Field selection Dial Settings Phone numbers Detail Settings Skype configuration Call Center Licensing When you install a new addon it is required to be licensed For testing purposes a trial period is offered so you are welcome to start with evaluation and then purchase a license if you decide to continue using the product Almost all addons offered by CRMAddon Factory have 14 days fully functional trial period The following addons have some limitations 1 DialIT Repair Phone Numbers feature is not available 2 ImportIT Scrambles importing lists i e does not allow to import information exactly as it appears in the source file allows only 10 records importing SQL connect is not possible as well 3 ScanIT allows scanning only 5 business cards per run 4 ExportIT allows exporting only 10 records per run For licensing a convenient license wizard will open Setup Licekss The Registration Wizard helps you in all license questions You can also register your free trial version with this button You will need to follow its steps to evaluate or register the product with your license It has the following look DIAL IT 26 Configuration S CRMADDON Factory GmbH License
32. 1 Repo Vicar aa RED eea ib li a a eg edge detente 121 Feron Wizard Labeled RODO enea aia a a e iii 126 RENDON DIESE uta A A aaa eee 128 Fe resort A A IA Re eee 135 Add or Modify AA A cconcdenniancnct causation mariner reniineaneraameig E a 137 Report Designer User UR oo II Fd ee a se ee 139 Ure EI eo ae ees cs Sm we es ene ee eee 139 Control TON aise nee is Gace dee ray A E ea Ea noes ee ian el weaken tank 140 Design e eE E ae pe ead eee 141 Boag clad 6 ee eee ta A ee 142 Bi cle 3 TOQIDA ete een ee ee eae A eee AER 143 Chapter Pl II ee eo eee ce oe ee ee A 144 Welcome 1 CRMADDON s Online Help DIAL IT Integrated phone workflow ____aproduct of CRM ADDON Control Executes all calls that were scheduled by you or your colleagues directly from a to do list Simplified Calling Selects a particular phone number with a click or calls directly from the clipboard Speed or direct dialing is also available Quick Information Shows all relevant information related to an incoming call immediately Multi Tasking Creates a new contact for an unknown incoming number or adds it to an existing contact Takes notes and outlines new activities during the call Reporting Writes detailed reports from your history Organization Adjusts group affiliations during the phone conversation only possible with the Professional Callcenter version Workflow Creates and sends emails automatically generated by user defined report templa
33. Act for Windows Plugins CAMADDON OtallT LanguagePacks f_Fl zip CRMADDON Addons far ACT Cancel If the installation was successful the following window will show up Click Finish DIAL IT Installation 21 CRMADDON Diallt for ACT setup ry DIAL Installation Complete for Sage ACT CAMADDON s Diallt for ACT has been successfully Installed Press the Finish button to exit Setup program a product of CRIM ADDON See also Welcome Support Introduction Configuration Dial IT Features Installation without Internet ATTENTION PLEASE MAKE SURE THAT ON BOTH COMPUTERS THE SAME ACT VERSIONS HAVE BEEN INSTALLED and that you have not installed any other addon of CRMADDON If you want to install the addon on a computer without Internet connection at first you need to follow these steps 1 download and save the addon on a computer which has Internet access DIAL IT 22 Installation 2 dia File Download E Do you want to open or save this file Mame setup zip Type Compressed zipped Folder 484KB Fom www crmaddon com Open Save IY Always ask before opening this type of file While files from the Internet can be useful some files can potentially harm pour computer IF you do not trust the source do not open or save this file What s the risk extract the exe and run it once on this computer If you do not have any other CRMADDON addon installed there w
34. Front of ACT Please note that this is still an experimental Feature and may not work at all times Bring automatically windows to Front Time between Bring To Front checks fin seconds 10000 FS You need to specify additionally this setting if you wish to set th proper behaviour for your Dial IT application For example you do not wish to be interrupted when working with other programs so you should not check Bring automatically windows to front However if you would like to be interrupted i e any program notifications are of highest priority for you you will need to check this check box so that the program popped up all windows ACT covers all other windows and if you use this option a hangup can occur when several windows are forced to front In such situations we recommend setting DialIT windows in other position of your screen where they are not covered and not having ACT windows covering the whole screen E g you can have ACT windows displayed to the left and DiallIT to the right See also Common Settings DIAL IT Configuration 65 Folder Settings Spell check Configuration Management i A em E Aaa Cati ann CinlA salant Aa if A sd Fiome gt Configuration Addon Settings Held selection Configuratio anagemen Configuration Management Configuration management allows saving Dial IT settings into SQL Database All these settings are loaded when ACT starts This feature is available for CallCenter Dial IT
35. Gets or sets the band s height measured in Every template consists of different blocks with text images diagrams All blocks in Report Designer may be easily moved within template from one place to another With the help of your mouse you can change the size of the blocks You can write text to the block and change font name font size font style font color and alignment with the help of these mesmen roman os B 1 U A gt B icons in the top menu gt As a sample let s click on two Contact fields in DroupHeaderBand1 at the top of our template and move it down to DetailBand1 In the first field let s change the text from Contact to Dear Let s also make second field wider and change font style El detail and yd Department A E Dear Contact a 2 o Si maD ERIE NS E ed el eae el ied E ole ced E If you click on any block in Report Designer to activate it you will see this small iconi gt at the top right corner By clicking on this icon you will open menu of the block The DIAL IT 132 Dial IT Features content of the menu depends on icon type The main functions are 1 Establish linkage between block and ACT data For example when you send one template to different ACT contacts Report Designer will put correct name of current contact his contact details or history data 2 You can download data to the block e g picture or text in rtf or txt format As a sample let s change contact name
36. IAL IT Dial IT Features 103 Date Range 416 2009 12112009 History Call Completed contact Date Time Regarding amp Details CH Gourmet Coffee CH TechONE CH A102009 3 26 AM European vales Meeting Conference Call TechONE SS i Fred Fenderline Sarah Whiting Chris Huffman fenderlineivhoourmetsifis emall Sarah Altech emal Chris CHTechONE emal CH Gourmet Coffee CH TechONE CH 410 2009 3 24 AM European sales Meeting Conference Call TechONE p Fred Fenderline Sarah Whiting Chris Huffman fenderlineGiivhoourmetoiis emal Sarah Gc ATechOMR enna Chris CHIechONE enxal CH Gourmet Coffee CH TechONE CH A102009 326 AM European vales Meeting Conference Call TechONE Fred Fenderline sarah Whiting Chris Huffman fenderlinetivheourmeteis emal Sarah ic HTechONE enal Christ ATechONE enval Wilson Co 430 2009 201 FRA Presentation Tomis interested Timothy Hanks thanks GiswifipageemallLenval Tuesday December 01 2009 Contact Report The following window will open if your click Contact Report icon in your ACT Dial IT toolbar This feature is available only for Call Center edition of Dial IT It is used for notifying call center s customers or Record Manager DIAL IT 104 Dial IT Features Contact Report Send Contact Report as Email Email Report Template Template EA ContactReport Template Attachment Ci Documents and Settings All Users Documentsi4cT act For Windows 12 Databases Im MEN E
37. INE 2 Select an appropriate department dal Knowledgebase No information available in this view DIAL IT 4 Support Select a department If you cant find a solution to your problem in our knowledgebase you can submit a ticket by selecting the appro Departments GENERAL Presales support ACT amp Addons for ACT SugarCRM DATASUITE LICENCE TestDep Bitdefender JCH Next 3 Describe the issue in the following form Your ticket details Enter your ticket details below If you are reporting a problem please remember to provide as much information General Information Full Name Ingo Lange Email support crmaddon com Priority Normal Free Support a Message Details Subject Issues with Import 4 In some cases it might be necessary to attach some screenshots with the errors or Upload File s n a Add File ti Choose File No file chosen Submit send schemas and databases DIAL IT Support 5 5 Click Submit button to create your ticket Paid Support How to submit a ticket directly from your addon Paid Support If you require support for more than one installation or extended help we encourage you to purchase our reasonably priced time based or flat rate support You can purchase support based on actual time used which is fine if you consider the problem to be minor or our flat rate support which is the better choice if you don t know wha
38. IT 1 6 Installation Installation Installation Instructions Use the following link to download Dial IT Download Dial IT here ATTENTION e Please make sure that ACT and all processes depending on ACT have to be ended e To install Dial IT administrator rights are required Now you have a possibility to Open or Save the file If you select Save a ZIP file will be saved Using a removable media you can install Dial IT with this file also on computers having no Internet access File Download E Do you want to open or save this file Name dialitbetasetup zip Type Compressed zipped Folder 48 1MB From www crmaddon com Open Save While files from the Internet can be useful some files can potentially harm pour computer IF you do not trust the source do not open or save this file What s the risk Select Open and the following window will show up Please click on the file The Dial IT version will be downloaded from the Internet You can store it from your end so that it was not downloaded each time you reinstall the application DIAL IT Installation 17 CRM AddOn Eako S Packagename Installed Avaliable Diallt Downloading Curent step progress Cancel Downloading Dial IT On the following windows select Next CRMADDON s Diallt for ACT setup Welcome to the Installation Wizard DIAL for Sage ACT Welcome to the CAMADDON s Diallt for SCT Setup program This p
39. Integrated phone workflow aproductof CRMMADDON www crmaddon com DIAL IT User Manual Date 2 10 2015 Copyright OCRMADDON GmbH All Rights Reserved DIAL IT User Manual copyright CRMADDON GmbH All rights reserved http www crmaddon com The information contained in this document is subject to change without notice This document contains proprietary information which is protected by copyright All rights are reserved No part of this document may be photocopied reproduced or translated to another language without the prior written consent of company Table of Contents Chapter L WIISICOME seriens netted ich ph NA 1 CHAPI SUPPO cossjericrasansanesje signos rior irene rar stones 3 PS Als e q RO OR oa A ee ee ne er ee ee 3 go ite oc a ee ee ee ee er ee EOT R 5 Bic 1 oo els 0 Ane ee ee ee ee ce eee eee ee eee ee ee ee 5 How to submit a ticket directly from OU SG eer elon teeta ee ps cos picados 6 Chapi 3 MTORO east A AA id 11 Dial IT Version Comparison o ee ar ee ee eee ree ee ee ee 12 System PREQUINGINGING sum A A A 14 Chapter ao Motalan cscs neice EEEE ii te 16 Installation without Internet o c0o oomm cnicin ala 21 Chapter 5 Configuration EEEE A EEEE T E O CR 23 O e PA A eeie oot nae enae ne ceuescauaeae 23 Licensing A o oe ree eee ce ee ot eee ee 25 A a ee ei i Be lenses rea nee eae eee ee ng eee eee oeeeea eae 26 I eects Gach udraceeoaegesedine ded eoln dee Ma dk ade daw noe ee eee ae ee ven Bee
40. Lucy Connor Clear Sortin Clear Sorting A Customization 3 Group By This Column i 3 Group By Box Remove This Column Column Cnoose J Best Fit You can also select 2 or more activities with intent to bulk changes deleting deactivation rescheduling for another date changing the priority Select activities holding down a modifier key Ctrl Activities or Shift Activity range Right mouse click on AGEL AL field allows you to modify them E g to change date or to clear them eerie ee Gourmet Coffee Fred Fenderline a R Go to contact x Delete selected activities Clear selected activities chris Huffman Fred Fenderline Sarah Whiting Red Meeting CH TechONe Allison Mikola de CH TechONe Allison Mikola Ma Call 41 Services of UK Angela Ives 1551 Meeting CH TechONe Bethy Browsers Chris Huffman Jonathan Som To do Golf Greens Extraor Carl Spackler Important Function DIAL IT Frenderlinemchgo HUF Frenderlin m chgour Allison CHTechONe Allison CHTechONe borowserg CHTech researchimgolfgreen 0208 465 a 34 0124 4455323 0124 445323 212 tt ata 555 1221 0208 746534 212 212 0174 267625 212 555 2485 761 622 9600 555 4455 555 2455 Dial IT Features 101 When completing your activities in ToDo list calls transactions they will be automatically set as completed in ACT as we
41. Networking Breakfast Group Customers Database Users Employees Friends Hot Deals QB NATIE Board Members E geese Customers without email addresses ial m m m m ibi H Pe Mm m O Call Completed Call Received Call Attempted XY Extension RES IblPhoneWorkFlow sIsI2010 9 12 PM 42 6596 we Histor Schedule Activity DIAL IT 120 Dial IT Features Z i i With a click on See also oniy the main groups wil be displayed Activity Sending report email templates by email About the report designer At a N DisaliTT Eaatiirac Dictar nt ln sx Candina rannrtl amai tamnlatac hu arnail Home gt Dia 1 Features gt History Pop Up gt Sel ding repo qemali templates Dy emall Sending report email templates by email With Dial IT CallCenter you are able to send email and report templates at the same time you are talking by phone In History Pop Up you can see a new window Email and Report If you setup everything in Configuration you should press Standardsettings button Fields EmailProfile EmailAccount Password CC BCC Email Template and Report Template will be loaded automatically NAAA EA E History type Call fse Result Call Attempted e gt Contact Chris Huffman CH TechONE DE Date 418 2010 Tme 1 43 27 PM E Duration Attachment E Associate with BEI Record Manager Chris Huffman Private Regarding Prospect Call AS e Deteds
42. On the next step you will need to specify you connection settings If you use proxy for connecting to the Internet then please add server and port to the corresponding fields No proxy should be selected if you use direct connection to the Internet DIAL IT 32 Configuration Je CRMADDON Factory Wizard Proxy Settings Configuration of Proxysettings CRMADDON Factory ACT Addons Please choose your proxy settings 8 No Proxy _ Use the local Internet Explorer Proxy Settings _ Use your own proxy settings Server and Port is required Proxy Server Proxy Port WAL cemaddon cor 7 Ed Cancel Then you will need to click Finish button to exit the Wizard and complete evaluation registration Each time you start the addon the program will offer you to purchase a license or to continue using the evaluation DIAL IT Configuration 33 CRMIADDON Licence Reminder You can use for the next 14 days Continue O Buy Now To proceed with trial just click Ok button On this window you will see the name of the addon you are using and how many days of trial are left If you would like to purchase a license you will need to click Buy now button If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket 2 To open our User Manual please click E button at the bottom of the Wizard See also E
43. Report Report Wizard Labeled Report Report editing To guarantee that you will be able to revert your report to its original state you need to create a backup copy Then you can apply changes without worrying that it will be hard to restore your report in case something breaks To save a copy of your report in the Main Menu select File Save As Edit View Format Window J New Ctri N New with Wizard Ctrl iA E Open Ctri O IS Save Ctrl 5 Close Ctrl F4 Exit Then in the invoked standard Save File dialog specify the folder and file name To save the current layout of your report in the Main Menu select File Save or press CTRL S In thiscase the report will be saved in the application s current folder After your report is saved its path is displayed in the Report Designer s title bar To load a previously saved report in the Main Menu click File Open or press CTRL O The standard Open File dialog will allow you to locate and open report files Change Element Layout in your Report To select a control simply click it To select the next control in tab order press TAB To select the previous control in tab order click SHIFT TAB Individual controls can be moved DIAL IT 136 Dial lIT Features using either mouse or keyboard Y El Detail abell abe el ae To resize a control using the mouse select it and then drag a rectangle drawn on its edge or corner To resize an el
44. Set up special contact names for unknown numbers Save unknown number to any contact or add as new contact by one mouse click System Requirements e Act 9 and higher e Phone with TAPI driver or Skype Please note For Windows 8 a desktop Skype application should be installed Dial IT is not compatible with built in Skype version for Windows 8 Most of the Internet phones are compatible like most of the large providers Cisco VIA etc the driver comes from the provider not from the application Therefore users have to request software from their provider to use TAPI just as you require a printer driver when installing a printer For example There is hardware available that can be connected to switch spots in companies for the phone switches Each phone of this switch becomes TAPI compatible with this solution Very often these solutions are free with the first installation of the phone system in companies or for individuals If however you want to add them later your provider will often charge you Please click on the following link to test whether your phone system is TAPI compatible and if everything works fine choose your TAPI provider from the drop down list Phone exe If Phone exe connects and works fine this means that your system is TAPI compatible and you can start using DIAL IT Introduction 15 DiallT program If you prefer to use Dial IT with Skype please click on the following link Skype DIAL
45. Step Please insert your contact info Company Test Firstname Test Lastname Test Position User Phone 125456 Country Austria Please send me your newsleter about Updates Softwareproducts and Customer Services I accept the terms and conditions of software use must be checked E mail wouremaildan sdomain corn Ea 2 _ Step Please insert your licensekey Key 40161 476E 459C 47 1046207560 _CRMO1S Step Insert the requestcode you got via Step First click on the button to get Email 4 4 3 the request code by email Requested code 1695235 9R6F 6960 4 D4FF AE Request code Step please click on Next a 5 wiw crmaddon com Ed Read More Back Next gt Cancel On the next step the system will check if your license key is valid or not this might take some time click analyse button to start analyse DIAL IT 36 Configuration License key Information about license key Address IT 1 Step Please put your licensekey in You get the key when you order the License key De _ Step Analyse Licensekey A Info about License Result of Analyse Key Analyse is running it will take some time WAAL Crmaddon corn E Ed O Read More lt Back Mext Cancel The application will connect to the server and check the entered license key If the analysis result returns Ok you will be able to proceed further and run registration by clicking Run registratio
46. TeamViewer must be running uninterruptedly during the remote session If for any reason TeamViewer is being closed from your end you need to go back to step 3 Note 2 If it takes unreasonably long for a support person to process your request longer DIAL IT 6 Support than 60 minutes please make sure you sent your support request during our business hours and your computer is being monitored while you re waiting To be able to help you quickly and competently we require certain details The product s license number Where and when did you purchase the product Which version of Act has been used when you did the first install of the add on Which version of Act is currently installed on your computer Please make sure you direct your support inquiry to the right department Replying to a General query takes typically longer as it has to be re directed to the concerned Support unit 6 Finally please describe the problem in one sentence what is the add on supposed to do what s it actually doing or not doing what s the difference to the state before what has changed AS SS How to submit a ticket directly from your addon Each addon is supplied with a separate module that allows creating support tickets directly from the addon interface To take advantage of this functionality please follow Support tab of your addon and select there Create a Supportticket CRMADDON Info License Support Support
47. a number or added a new number Call a Contact x Contact CRMADDON Factory GmbH Tamara M ller Description Phone number e Home Phone 082 6828 00400 m Mobile Phone 017 620 874568 m Phone Elke Ulrich 082 528 004022 AS Call a Contact Skype 152828004013 Phone number 9082328004013 Extension 00117629674568 BEA Refresh 182828004013 BA 2 Reset Clase e soszezeoo4n13 br Copy a phone number from e mails websites and call it by clicking on this icon Call from clipboard ou will find further functions on the sub page Call from clipboard Look here for further activities ToDo s For further information please visit the sub page ToDo s E Dial IT Report Create a report for all histories Find more information under Dial IT Report B Go to last contact he contact that was active before the call dialog would be called i Contact list he contact list of the latest search will be called up a P Opens the configuration of Dial IT There you can define and or edit all user defined Dial IT Con iguration information List of Phone Calls Check here a list of made phone calls _ Send Email Check this box if you would like to send email to the called contact You may change here the layout of the Dial IT by selecting a skin from the drop down list Define here your font style and size as well as special effects and scripts These settings will then be used in all text boxe
48. a ai non ede ER eee orotate einen re 19 Skype configuration a ii tai Heend 4 eee Pon pi ooo 81 A rw o Un bre dears 84 Call Center o A O ee ee ee 84 Email Report Settings A a a oa 85 Email Settings a o olle dile ote ea de ls dota 87 Report Settings O A A ewes aed est teaeaa dada eek cana eeeaee 88 MEU nce ttn a en oe dO tc A Peed na eta 89 Multi Company Dialing SS 89 Chapter 6 Dial IT A ede aca ona E a es eda nee n cae ee O 92 Dial IT OI cuco bc tae ted dt artes a a tea Saran hers anos 92 Dialing SAN 93 eo bie ce A er ee ee ee ee reer ee eee eee ere eer ee eee 96 Go to last AP san Ban een hb 20 EE RES ches oO cad ow ck Sb E bees seh aed bas ose acd eben sess 97 o nn eos eeeeaa tacts antes ti ase A A EE a 97 TODOS ae da a ee ace ne ees esate aan a edeme see 98 Dial IT ds y OMAR ee 102 CONO Go 312 a ee ee editar opos toas E E 103 ei NP sd es eae a isn tem rs ee om Inn sd T 104 PASEO phone CANS sesion A tae vi ges te de es ean oneete abana 106 pCUNE Gal POpLIO ss sd Meade eee eee een eet te ed ete ent een eeee 108 Add O ComMact ita cae en skeet eee ee ead eas babe iad eee dba er ean solida 109 Several contacts found for one number cripta rr A RA A AA AAA baa ters 111 Bee 0 ee ee ee 112 Activity Dota Dades Lan GI ee ws Ges cn ers edad case A Ee aa ee ese Ae ha eae aR Aenea ene 115 GIGUO cig ss SD ers ee ee ee er AO A NA 118 Sending repon Small templates by mall sra iia 120 ess e cents ie tae scares pas N a seen aE N idea due 12
49. ag dea dow We ede otieol saute de ae ee ana es 29 E ee ee ee ee S ee er ee ee er ee E ree 33 LIDGE TIGRIS S nacida di A dN noeR wer nies cee renege nidiawesee ed lies 37 Remove Computer ToOmMIliDOnSS s lt cccccnetievencs cares bra ori ds peraaens E E A 39 SOI FOOU I aep Ee i O ee 45 Order A o II 46 Order an O ee ee ee ee te ee ee ee 47 derfan UDS esserncrmrtcar or A E ee 49 Send Resel ROQquesSt sennssrrsrrepees prior AN maar nanEneRR Ieee 51 Send REQUEST sismo Ai ra 53 License o SA 54 A A AAA AA a token ee dih biaduee basttond 57 Addon Settings D 1s 2 A ee ery eee ee 58 Addon Settings gt PRONTO 22604sc0cesnashai aces a bndemedbeddadeduanea bos baranda Sat coat 60 Common Settings E NES O O NEO 62 Folder Settings E A ol apie CRE OO O A O a 63 ta Eo o o O 63 Window handling En OPE E O I ke de E EI ee A 64 E ea A e Um OE oO Cn ee ere ee ee ere a eee ee ee eee ee 65 Dial Settings A as gee ee ee ad kg a es ee ce ote ene 65 Phone numbers Socio ra ii a it id acacia 68 SSANNCIMBNA arrieros citroen ici oh eed reina 68 Internal Phone Numbers a cimesteisoisaci n oo ba dew cae rt il A ohhsadShesderm 71 Local Area Code Settings piesa fap PR 12 Example of Sheed Gal E E tdo talar ee bsee shasta 14 Detail Settings EE E EEA EA N eh de ang ALA nak a Rae Agee ee nore 75 IEEE ria a rer se A e Se In en eR acia es NR NR Ao A Ee Phe eh a ao ao 76 Create A Sa ee ee eee eee ee eee ee ee ey 78 PISTON seeria ri EaR E deinen ane DAA a teste cae O
50. bership during the conversation in special pop up tab for Call Center Create and send professional templates while communicating with your partner for Call Center If you have several numbers call to a particular contact from the specified number for Call Center Dial IT is available in Basic Standard Advanced and Professional editions Integrate Skype to ACT Free Skype to Skype calls and text messages With Skype Credit you can call landlines and mobiles worldwide You are able to follow your To Dos record histories plan activities and take other advantages of Dial IT Basic Join a landline to ACT call and receive calls to your personal telephone number and A enjoy all advantages of Dial IT Standard listed above Voip and landlines application is possible if you have special TAPI driver All advantages of Standard and Basic versions in one program Choose the best and cheapest way of communicating with your business partners with Dial IT Professional X with Dial IT Professional Call Center additionaly you can specify number for calling a particular contact manage group membership set up special contact names for unknown numbers and create and send e mails to your collaborator about the topic you have discussed To see more details please click these icons Y Y DiallIT Version System Requirements DIAL IT 12 Introduction Comparison Dial IT Version Comparison Custom
51. click on this function all calls you made and you received will be shown here In the configuration you can also select which size the list is allowed to have after this MB size a new list will be created Configuration gt Addon Settings Field selection Folder settings export the list of phone calls select one of several formats You can select the following formats for export HTML which stands for HyperText Markup Language is the predominant markup language for web pages It provides a means to create structured documents by denoting structural semantics for text such as headings paragraphs lists etc as well as for links quotes and other items MHTML short for MIME HTML is a web page archive format used to bind resources that are typically represented by external links such as images Flash animations Java applets audio files together with HTML code into a single file Portable Document Format PDF is a file format created by Adobe for document exchange PDF is used for representing two dimensional documents in a manner independent of the application software hardware and operating system PDF files include the text fonts and images The viewer of the file is not able to change anything on this document The Rich Text Format often abbreviated RTF is a document file format developed by Microsoft for cross platform document interchange Most word processors are able to read and write RTF documents A text file is a ki
52. ct whether you would like to analyse the local license or update it You need to select the first option Analyse the local license to get details about the license DIAL IT 56 Configuration e CRMADDON Factory Wizard Options for existing licenses We Found an existing license on your system Choose an option to take care of this license ScanIT for CRM There is an existing license on your system Please choose an option to proceed with the license E Analyse of local License nenas crmaddon com ig 7 Back J Next gt Cancel The following window will open DIAL IT Configuration 57 Ze CRMADDON Factory Wizard Licensekey Information about license key ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Licensekey 9717 Fa11 556f 4667 aa02 abaa9549F86e CRMOLS A Info about License Addon ScanIT For CRM Type Computer Art Standard Amount of licenses 50 remaining licenses 6 Registered Components SANNESCANIT SUS ANNES CAMUCEE ACTEZO105P1HF11N LA Result of Analyse JK ts waw crmaddon com lt 2 E l lt Back Next gt Cancel On this window you will find information about the license owner number of used and available licenses what addon is the license for To proceed further you will need to click Next button and then Finish to close the License Wizard If you experience any issues and need our assistance please click t
53. d further customization click Finish to complete the report adjustment If manual correction of label or paper size is required click Next On this page you can manually adjust settings that were automatically specified in the previous step based on your supplier and product choice Page Interface Editors on this page allow free customization of all parameters specified on the previous page The pane on the left hand side provides a label dimensions preview based on current values HEMKE Wizard Customize the Label s Opbons You can adjust the label s parameters here if required Label Width Label Height Vertical Pitch Horizontal Pitch Top Margin Number Across Side Margin Page Size A4 827 x 1169 Click Finish to complete report setup DIAL IT 128 Dial lIT Features Report Wizard Standard Report Report Designer Report Designer Report designer allows you to make needed design for your report template add images text links etc After making a report template with Report Wizard you will need to use Report Designer to edit it and make it more user friendly Simple template made with Report Wizard will contain only fields details that were selected for the report The Report Designer will help you to add there other content describing your services or the purpose of this report The following example shows how to create a report template with Report Designer tool Details activities
54. e the copyrighted work of CRMADOON Factory GmbH Alise of the Software Addon is governed by the terms ug l mut TT 1 TT rT F UTTTTT LA 1 1 1 11 1 1 CAMADDON Addons for ACT Then you will need to select the type of registration for Dial IT program CRMADDON s Diallt for ACT setup Important License Information Please use one of the following options cru DDON am anew customer of Dial IT am a signed customer and received the new license otherwise please request a new license here Wie will respond after we received all related info with a new key or if you upgraded ACT with a link for upgrading Here you can find more info about upgrading CAMADDON Addons for ACT Then read the following information and confirm reading by clicking Next button DIALIIT Installation 19 CRMADDON s Diallt for ACT setup Readme Information Please read the following information about the CRMADDON s Diallt for CRM ADDON ACT carefully Important information about CRAMADDON s Diallt for ACTI ye at CRMADDON Factory GmbH are specialized in programming Addons for almost all versions of ACTI ACTLUsers contact us defining their objectives and goals and as a result we offer the best ACT Addons currently lavallable Looking for a special report or an addon you just cant seem to find Ask us Our motto If you can define it we can do it Feel free to contact lt mailto infoicrmaddan c
55. ement using the keyboard press SHIFT ARROW or CTRL SHIFT ARROW To select multiple elements do one of the following e Click elements while holding CTRL or SHIFT e Click on a blank space and drag the mouse to create a selection frame When the mouse button is released all controls within the selection frame s boundaries will be selected In this case the previous selection is cleared Change Fonts and Colors of Report Elements To change fonts and colors as well as paddings text alignment and other appearance properties of a report control or band select this element and do one of the following e Use the Formatting Toolbar Formatting Toolbar Times New Roman 14 a Gh T 4 sample text la 10 me E AO IR A A O ERA O IO O Y Eo E E B 12 16 e Use the Property Grid where all appearance related properties are located under the Appearance category DIAL IT Dial IT Features 137 Property Grid A E en Label r sample text 0 24 Appearance a E a pl a Background Color Cc Transparent Border Color MM ControfText Border Width 1 Borders None E Font Times New Roman Formatting Rules Collection E Padding 2 2 0 0 Style Priority Style Priority E Styles Collection Text Alignment Top Left Foreground Color Gets or sets the control s foreground color Note that the appearance settings of a band are applied to all controls contained within it Report Des
56. er one 2 Local Computer J other computer select the next page From list pas crmaddon com 17 E O Read More E E Cancel If you need to deactivate some other machine please select Other computer option the following window will open DIAL IT 44 Configuration CRMADDON Factory GmbH Deactivation Deactivation of registered component CRMADDON Factory ACT Addons List of registered records MM ACT20105P1HF1IN SUPPORTNEL 054679 _ SERG F9DC794EFB WNL CrMmaddon cor Read More Here you can select the computer you would like to deactivate click Run deregistration button to proceed further If you select Local Computer option the system will ask you to confirm deactivation CRMADDON Factory ACT Addons Please confirm deactivation of SERG PSDEC794EFE Click Yes to proceed with deactivation DIAL IT Configuration 45 i CRMADDON Factory GmbH Deactivation Your license will be unregistered online CRMADDON Factory ACT Addons co Key Analyse is running it will take some time Checking in Registration Server a WINK Cra door com O Read More Once the system finishes license key checking the following text will appear notifying that the deactivation has been completed co Key Analyse is running it will take some time Checking against Registration Server Backup license on the server For
57. es which will show errors the application encountered Common Settings Spell check Window handling Configuration Management Spell check You reach this tab when going in Addon Settings Field Selection Spell check compares the words in your text element with words of OpenOffice dictionaries Spell check can suggest alternative spelling and words Define here the settings for the Spell check 1 Please check the check box to activate automatic spell check 2 Select the required language to be used Spell check will work when you create an activity or record a history DIAL IT 64 Configuration Use of spell check takes some additional time during ACT startup Common Settings Folder Settings Spell check Windowhandling Use Spell check Language en US Open Office dictionaries are used y Spell check takes additional time to load during ACT Startup Common Settings Folder Settings Window handling Configuration Management Window handling You reach this tab when going in Addon Settings Field Selection Define in the tab window handling whether AddOn dialogues should be brought automatically to front You can also define here the time miliseconds for the window to be brought back to front Common Settings Folder Settings Spell check Window handling ACT always pushes it s screens in Front of other applications IF you check the Following box we will push our windows in
58. essional license of Dial IT With a Basic license you can use only Skype With the Advanced or Professional license you can use your TAPI compliant phone and Skype To setup Skype function you should go to Dial IT Configuration gt Skype and check Use Skype field In the Name of Skype field you should put ACT field where skype names of your contacts will be saved It can be Messenger ID or you can create a new field in ACT and name it as Skype contact DIAL IT 82 Configuration fq CRMADDON ra _ _ aamam_abB_m A A _ _ _ _ Ooo erro E support Addon Settings TAPI Settings Phone numbers Detail Settings Skype Cal centl lt gt Skype Settings Use Skype Please select one field for the skype name information Name of Skype Field Skype Contact Create History For sending SMS History For sent 5M5 please select a history type SMS Completed SMS History For Failed 5M5 please select a history type SMS Not Completed SMS s gt 2 Check For Updates before asking For Support 9 a O Use Skype Check this field if you want to use Dial IT with Skype Here you need to select a field where your Skype contact name is saved If you do not Name of Skype Field have a Skype name for particular contact you can dial to any telephone number available for this contact For creating History to send text Select an activity type to send messages If there is no suitable his
59. ext e Select an item in the Toolbox and then click the required location within a report e Select an item in the Toolbox and then indicate the bounding rectangle by holding the left mouse button He label gt a Pity Select the Pointer item when you need to perform selection re positioning or resizing operations It is automatically selected after you drop a control onto a report If the Toolbox is hidden you can enable it in the Main Menu by selecting View Toolbars Toolbox Context Menu Design Panel Designer Tab Formatting Toolbar Design Panel The Design Panel is the Report Designer s main area where a report is being constructed and previewed DIAL IT 142 Dial lT Features Report1 Report Report3 Report4 Report5 b 5 ReportHeader one band per report gt GroupHeader v El Detail ProductName A UnitPrice Y 3 GroupFooter I l I I e m e e e e e A Sesser re E I I I I l I I iat myDataSet Products TableAdapter gner Preview HTML View Scripts Reportl 100 g On the Designer Tab multiple reports can be opened at once each in its own Design Panel The Design Panel provides the following tabs switched at the bottom e Designer Tab Allows you to modify your report e Preview Tab Shows a print preview and enables you to print out your report or export it to a file on disk e HTML View Tab Shows the report out
60. f records with the same model group with its DIAL IT 124 Dial IT Features Report Wizard How would you like to lay out pour report m Define the layout of your The report s layout specifies the way in which the selected data Fields are q arranged on report s pages repo rt and click Hotz E his page sets the layout of elements in your report If you haven t applied data grouping O Landscape you can specify how e Portrait XXXX XXXX XXNX Outline 1 C Outline 2 into a table one under another etc If report data is grouped you can choose Align Left 2 one of the available indentation styles for nested elements Adjust the Field width so all fields fit on page Additionally this page allows you to specify the page jorientation for your report Cancel Back Next gt IM Finish Reports Wizard What style would you like The report s style specifies the appearance of your report i YA KRN rs data field values are arranged A C Align Left 1 Compact Corporate Formal Define a style for the font and click Next gt DIAL IT Dial IT Features 125 Reports Wizard What title do you want for your report Give your report a name and click _ Finish to end the wizard BerichtHistorien12 8 08 3 8 09 That s all the information the wizard needs to create your report After completing the Standard Report wizard
61. fields empty if List manually with Refresh button on the ToDos tab you do not wish to display any details Having activated this function you will be rl a alerted if the scheduled activity is on a day Warn if activity scheduled for a weekend off with the option to postpone it to the next workday DIAL IT 78 Configuration See also Create Activity History Create Activity Define in this part of the configuration whether an activity for missed calls shall be created and make the required settings You or another user of ACT will then be reminded of the scheduled activity depending on your settings e Info License Support Addon Settings Dial Settings Phone numbers Detail Settings Skype Call center ToDo list Create activity History and Popup Create activity for unanswered calls Never C Only For unique contacts C For all Activity Type se Start after O E Minutes Duration of the activity 0 E minutes Regarding a _ alarm 0 a Minutes E Timeless ial Private activity B 2 For Record Manager O For current ACT User _ For selected user Default Activitytype for creating activities Default Activitvkype preselected G x gt 2 Check For Updates before asking For Support P Do you wish to create a history for missed Create activity For unanswered calls calls Define here the setting to create an activity or not Never For example you would li
62. file EmailAccount Password CC BCC Email Template and Report Template will be loaded automatically You can create and send professional email and report templates For more information please visit the page Sending report email templates by e mail in History Pop Up directory See also Dialing Call from Clipboard Go to last contact Contact list ToDos Dial IT report Contact Report List of phone calls Dial eature Dial olbar gt List of phon List of phone calls B With this icon the call list pops up which allows you to see the history of your latest phone calls made from the particular PC The list may be inaccurate depending on the TAPI if you are in a call or if another person took the call You can select to show one of the following e Incoming calls e Incoming calls completed e Outgoing calls e Outgoing calls completed Start date End date Matching Contacts Conversation Partner NE Status Outgoing Call Status Outgoing Call completed You can also assort outgoing completed calls 1 List of Phone Calls LJ Data Status M Start date End date Matching Contacts Conversation Partner m Status Outgoing Call m 02 12 2009 14 51 08 02 12 2009 14 51 09 8473656110 gt A Status p Outgoing Call completed ii 02 12 2009 14 51 31 02 12 2009 14 51 35 64735656110 00 00 04 CRMADDON Tamara Miller Tamara M ller Start date When the call started date and time End date Whe
63. ftormation Information about License User Please put your Licensekey in You get the key when you order the Addon All data is necessary for registration Company Company name First name First name Last name Your last name Position Your position se Phone Phone number Country Germany _ Please send me your newsletter about Updates Software Products and Customer Services I accept the terms and conditionsc E mail Key Requested code l Request code ps crmaddon com 17 E Read More l E Cancel On this window you need to select connection options you have If you have a direct connection to the Internet then select No proxy option DIAL IT 42 Configuration i CRMADDON Factory GmbH Proxy Settings Configuration of Proxy settings CRMADDON Factory ACT Addons Please choose your proxy settings 8 No Proxy J Use the local Internet Explorer Proxy Settings E 0 Use your own proxy settings Server and Port is required Proxy Server Proxy Port WA crmaddon com 17 E O Read More l E Cancel On the next window please select an option you would like to proceed with whether you would like to deactivate a local computer or select another machine from the list DIAL IT Configuration 43 i CRMADDON Factory GmbH Reset registered record Options for Deactivation Computer CRMADDON Factory ACT Addons Please select if you wank to deactivate the local computer or anoth
64. he following button at the bottom of the Wizard to create a support ticket 2 To open our User Manual please click button at the bottom of the Wizard Email License Evaluation License Remove computer from license Send Request RDP License DIAL IT 58 Configuration 1 CRMADDON Factory GmbH License key Information about license key CRMADDON Factory ACT Addons Please put your Downloadkey in fou get the key when you order the Addon License key your license key A Info about License d Result of Analyse This is a single license although ou may require an RDP license For Further information click here as cemaddon com ip g O Read More lt Back l Cancel The license for all our addons is tied to a PC This error appears if you try to use addon from another PC So in case you d like to use the addons via RDP you need a client access license for each machine that accesses the tool via RDP We did see that lately different companies have installed our import export on the server and then everybody of the company logged in and did imports via Remote so it happened that we sold a single license and did see support requests from 10 different persons for a single license This is not the idea of a single user license so we decided to allow only local access If you your customer wants to login via RDP from different PC s he needs to purchase a RDP license for each PC that
65. his button to refresh the list Reset Settings New settings changes will be accepted Clicking on this button will call the contact who is marked that you clicked in your list If this contact has several numbers a Popup will open allowing you to choose the needed number amp SE he contact linked to the activity will be _ _ displayed Clicking this button will call a Company If this Company has several numbers a Popup will open E A 2 allowing you to select from the list Your ACT will Me Callacompany open on the Company Detail View This button can be used if you would like to call a number from Company details This option can be used if you do not know a Contact person displayed in Details View in your ACT Click this button to display Contacts without oDos in your ACT in List View If you resize your window manually by dragging Only Contacts in Group _ Load ToDo List manual with Refresh Button amp Refresh List l borders and then click this button the program will set the window to the default size Important Function DIAL IT 102 Dial lIT Features Let us assume you had a call in the above list Having completed this call the entry will be cleared from your activity list Example e That is you can select e g all activities to be displayed that were scheduled for the period from 2009 09 10 to 2009 09 25 If this se
66. i WIL cemaddon corn E Ed Back Send request Cancel Press Send Request button to submit your request Order license Order an Upgrade Order an Update Send Request Send Request You can use this simple form to send us a request Just type in your question and provide the email you would like us to reply to DIAL IT 54 Configuration e CRMADDON Factory Wizard Send a request to CAMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Request type here your request Your Email For contact Insert your contact email herel WHA crmaddon com E Ed Back Send request Cancel Order license Order an Upgrade Order an Update Send Reset Request License Info Here you can check the license code for your computer and for other machines where the license is installed If the machine is in evaluation mode then Evaluation option will be active if there is a license specified for this machine then Evaluation will be inactive as Shown on the screenshot below You need to select the following option on the License Wizard to check your license information DIAL IT Configuration 55 CRMADDON Factory Wizard Licenseoptions Available Liceseoptions ScanIT for CRM Please select an option before proceeding Evaluation _ License ISE License Remove computer From license Send request WAL cemaddon com En Ed Cancel On the next step you can sele
67. i late Report template Create open edit delete copy temp ate You can also read about Report Designer here gt gt Path of templates Here you can put a path to save all email templates you created before You can share this folder so your colleagues can use these templates as well You can save the document in pdf txt rtf xls x and html formats You can download a template as a document to ACT or send a template without saving it in ACT save attachment in Here you can define the path for data of the related contact Attach document as link in ACT You can attach as a link to the document in ACT Attach as document in ACT please select document format See also Email Settings New Contact In Configuration gt Call center gt New Contact you can set up special contact names for unknown numbers They will not be saved as New Contact Dial IT will take contact name from Caller ID Connected ID Redirecting Redirection or will use default settings e e F License Support Addon Settings Dial Settings Fhone numbers Skype Call center Info Detail Settings ra ETa f Callcenter Settings Standard Email Report Settings Mew Contact Multi Company Dialing _ Create New Contact for Unknown Calls For contact Name use Info From 8 Default setting C Caller IC Redirecting C Connected ID C Redirection For contact name you can select Default settings Redirecting Redirectio
68. ify which Company the caller is calling from Such incoming calls finformation can be provided by your phone Company Prefix Groupfield Here the prefix for outgoing calls can be specified so that the called Contact could see that the call is from your outgoing calls Company Prefix Contactfield Here the prefix for outgoing calls can be specified so that the called Contact could see that the call is from your outgoing calls Company In this case the prefix is saved directly in Contacts if Groups for example are not used Show groupname Check this box in case you would like the Group Name to appear in the Alert Pop up gt D E at O po DU Save history note or group too Define Email emplate Check this box if you would like to have History or Note saved for the group as well Specify here a path to the email template you would like to use See also Call Center settings Email Report Settings DIAL IT Configuration 91 New contact DIAL IT 92 Dial lT Features Dial IT Features Here you will find description of the most useful features offered by Dial IT program See also Welcome Support Introduction Installation Configuration Home gt Dia PE ATI res gt Dial TT 10 bar Dial IT toolbar Customized Dial IT toolbar can be settled in Contact detail view and Contact list view Dialing Call from Dial IT Go to last Contact Diz clipboard Report contact list List of Confic pho
69. igner User Interface Add or Modify Static Information in Your Report In a report static and dynamic information is displayed using appropriate controls Dynamic information changes through a report it can include values from a database which comprise the main report data or service information such as current user name or page numbers Static information is text or images that aren t obtained from a data source and therefore don t change through the report and don t depend on the current computer Static information can be printed only once e g ina Report Header can repeat on each page e g in a Page Header or can repeat with every entry in your report s data source DIAL IT 138 Dial iT Features v El Detail Report Explorer This i hi iF a This item poi been expired E myReportl ProductName E E TopMargin g EE Detail 2 A label2 m Ay label imi BottomMargin This item has been expired Chai This item has been expired Chang This iiem has been expired Aniseed Syrup This item has been expired Chef Anton s Cajun Seasoning This item has been expired Chef Anton s Gumbo Mix This item has been expired Grandma s Boysenberry Spread Change Static Information Text elements e g Labels and Rich Text Boxes allow in place editing of their content Simply double click an element and activate the editor x a EF xalak ji Another way to change a control s static information
70. iguration gt Licensing gt Evaluation Evaluation To start free trial period you need to select Evaluation option on the Start Wizard page DIAL IT 30 Configuration Ze CRMADDON Factory Wizard Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding 12 Evaluation _ License Er Tove COmol it er Fry wey ti Eh Send request License Info WIAA Crmaddon com 17 cb On the next form you will need to register your details and validate your email by sending a code to it To send a code please do the following 1 Click Request code button 2 Once you receive a code to your email please copy it 3 Then paste to the Requested code field 4 Click Next button to proceed further DIAL IT Configuration 31 CRMADDON Factory GmbH Tnmalversion Registrationpage For Trialversion Please enter all data Registration for Trailversion Company Company name First name First name Last name our last name E mail olkinsmilem gmail com Phone Phone number Position Your position se Country Germany Testing For private use Test For se Number of Employee Please send me your newsletter about Updates Software Products and Customer Services Requested code Request code The requested code will be sent to the email above w crmaddon com g O Read More lt Back Next gt Cancel
71. il Contact Chris Hullman f Fax n2558 4 10 2008 Y 1 10 2006 Salutation Chris E mail Chs ECHT echONE ema Last Meeting Last Letter Company CH TechOME Web Ste whi CHTECHONE econ P key Contact C Belongs lo compary 327 d Tite CEQ Address eee First Purchase Customer ID we RAIZH_5Y Department Administration se Jer Gicomputing Edi List aus See also Email Report Settings New contact Multi Company Dialing Home gt Configuration gt Call Center gt Email Report Settings DIAL IT 86 Configuration Email Report Settings Call Center edition allows you to send email about the topic you discuss at the same time while talking to your interlocutor In Dial IT Call Center configuration you will see this window Hermanos AS a Info License Support Addon Settings Dial Settings Phone numbers Detail Settings Skype Call center az Multi Company Dialing Standard Email Report Settings Mew Contact Callcenter Settings Email Settings Report Settings You can send email and or report as attachment In each template you can display static and dynamic information Dynamic information such as values from a database which comprise the main report data or service information such as current user name or page numbers changes through a report Static information is text or images that aren t obtained from a data source and therefore don t change throughou
72. ility to dial any c number Call a Contact Contact CRMADDON Factory GmbH Tamara M ller Description Phone number Home Phone 082 828 00400 Mobile Phone 0177 629 674566 062 828 004013 m Phone Elke Ulrich 082 828 004022 Skype 12820004013 Phone number 9082323004013 Extension 0011622574568 Es Refresh 182828004013 2 Reset ie los a 908282801 This function is for USA Canada E g your contact wc company and has his own extension so you can reach right away if you use the extension Click the Use extension box if you have entered a dire number under phone number in your ACT databank TF an alternate phone field and replaces the last digits of number entered in the field phone number App 2227 Example he last 4 digits will be replaced here with the 4 digits dial number his function will only work if the direct dial number of has the same number of digits as the direct dial numbel If this function is activated no PopUp window will be op contacts with only one phone number The existing nun dialed straight away his function overwrites the speed dial function if it is This option ts available if you use Dial IT only with Basic or only with a TAPI phone system Stand use Dial IT Advanced TAPI and Skype this functio available because you need to select whether you the contact via your phone or via Skype Selecting Minimum Length Caller ID instructs the Dial T to ignore all nu
73. ill be new files created in the directory of the exe B C Documents and Settings Administrator Desktop setup File Edit View Favorites Tools Help G Back EJ F Search gt Folders a xx E Address C Documents and Settings Administrator Desktop setup Date Modified Attributes f SECRMADDONS exe 492 KE Application 10 30 2009 10 49 AM A YE CRMADDON s exe 10 2196 Application 10 30 2009 11 01 4M A if General exe 11 078 EB Application 10 30 2009 11 01 AM A if DevExpress914 exe 4 15266 Application 10 30 2009 11 02 AM A opy these 3 files to a USB or any other removable disk you need to copy the new created files on a USB or removable disk depending on the addon there can be 4 exe 1 General exe 2 DevExpress exe 3 CRMADDON s exe move the USB removable disk to the PC where you want to install it install each packet in the stated order 1 General exe 2 DevExpress exe 3 CRMADDON s exe 6 After you installed all packages the addon will run on your computer Please note to lice See a nse the addon you need the Internet connection without Internet the registration is not possible Iso DIAL IT Configuration 23 Here you will find all informations required for the proper configuration of Dial IT Please note that Dial IT can only be used if you have the VoIP Software Voice over Internet Protocol Software Skype or a TAPI compliant telephone with an
74. installed TAPI driver Test with the program Phone exe if TAPi is properly installed and configured If this test is successful you can proceed with Dial IT installation and configuration Instruction After the download click on Start Session Enter a number in the provided box and click on Make Call If you are able to execute inbound and outbound calls your TAPI is configured properly If not please contact your telephone provider who will install a TAPI compliant driver and configure it for future usage See also Welcome Support Introduction Installation Dial IT Features Info Under Info you get information about your current addon licence our contact information important links like e g to our website our manual our news as well as our e mail address Furthermore you will see the latest installed Dial IT version Having licensed Dial IT you will see here further license information like type of the license version of the addon or the directory where the license was saved DIAL IT 24 Configuration CRMADDON Cial Settings Phone numbers Detail Settings Skype Call center License Support Addon settings CRMADDON Factory GmbH w crmaddon com ip Support Y News Ed Documentation l P knowledgebase Download DIAL IT NET 3 40 0 Licenseinformation None CRM ADDON www crmaddon com 2 ww crmaddon com io Support E Dokumentation re Knowledgebase his Icon leads directly to
75. is by clicking its Smart Tag Then the invoked actions list will contain a link or a button allowing you to edit this control s content A Rich Text Tasks auchTextl Edit Text E E Clear Load File Data Binding None Anchor Vertically None Formatting Rules Collection Can Grow Can Shrink Load Static Information to Your Report To load static information to your report from an external file drop an appropriate control from the Control Toolbox e g Label Rich Text Box or Picture Box After it is properly positioned edit its content using the Smart Tag For instance the following instructions describe how to display a rich text a formatted text with embedded images into your report DIAL IT Dial IT Features 139 e Drop the Rich Text control from the Toolbox onto the Detail band m Aa r El Detail e im a Er alrichTextl B im a E E E a go e To load content from an external RTF or TXT file select the created control and click its Smart Tag In the invoked actions list click the Load File link a a Rich Text Tasks jet Ml Edit Text Clear Load File Data Binding None Anchor Vertically None Formatting Rules Collection Can Grow Can Shrink Then in the invoked dialog locate the required file and click Open Report Designer User Interface This section contains detailed description of some Report Designer user interface elements Contex
76. ized easy to use Dial IT toolbar in Contact detail view lv yv and Contact list view Dial adopt call by mouse click with af af ff S headset use Choose one number X Direct dialing if only one number is amp ff S af available Call to secondary agem O Lviv iv Sd vIe amp lt ESA S PRA S Send SMS DIAL IT Introduction 13 Customized Caller X Pop Up window with contact details appears by receiving gt Y Y Y Y the call Jump to contact detail Go back to last contact after finishing the call Internal external forwarding of numbers Pop up window with history that allows aar coooa the editing removing Capra S wf wf Jf dialer histories during the call Pop up window with activity that allows via history window adding activities only Y Y Y Y during the call Show ToDo list as Automatically plans an activity history for amp S S S S unanswered calls Spell checking in text After confirmation of ee During the During fields the entry entering enteri Creates Activity reports for inbound amp Jf v4 v4 J outbound calls DIAL IT 14 Introduction Pop up window with templates allows creating editing and sending email and report templates during the call Pop up window with groups allows adding removing contact from the group during the call Call to particular contact from specified number if you have several numbers
77. ke to get back to the Fionia umge contacts contacts whose calls you missed in this case you will need to enable For All option This way an activity will be created for each missed call and you will be able reminded about it Activity Type e Define here a type of your activity a call a meeting or another type DIAL IT _ For all Configuration 79 Enter here a default time after which the Start aft o Minut Duration Duration of the activity F minutes o the activity 0 Duration of the activity F minutes o minutes Define here the duration of the activity Regarding vl Enter here a subject for your activity or select Ed it from the DropDown list Having activated this option a reminder Popup will remind you of the activity depending on the setting e g 10 minutes before the activity is due he activity is created as a timeless activity In order to mark the activity as being private so that it will not be displayed to other ACT users unless they are involved in the Private Activity activity mark the checkbox Private Activity If other users view your calendar the space for your private activities will be displayed as booked up 8 For Record Manager gt Define here for whom the activity should be For current ACT User created Select from the 3 options You can select the users from the DropDown list if you wish to schedule For selected users _ For selected user If necessary
78. l Area Code Settings Example for speed dial Configuration gt Phone numbers gt Local Area Code Settings Local Area Code Settings DIAL IT Configuration 73 This function is only shown for the user having a 1 as country code e g USA Canada The US numbers are always 10 digits numbers The first 3 digits are the local area code e g 203 4047508 Within the US you need to dial the country code as well With this function you can set that the area code will not be called You want to call us your number is 203 780 4709 Our number is 203 404 7508 You can set here that you do not need to call the 203 in front of the number Search Criteria if Internal Phone numbers Local Area Code Settings Local rea Code Settings _ Prefix For National Calls Ci Prenx fornational Calls Enter here a number which your phone system needs to dial national calls DIAL IT 74 Configuration Area Code Enter the area code you want to add a prefix Use Prefix Choose if you want to use the prefix with without optional with the area code e g 203 Dial with Area Code Dial without 4rea Code Dial optional with Area Code 203 Dial with Area gt Dial Area Code Select when you want to use the prefix Always use the Prefix Never use the Prefix Optional use the Prefix Default Always use the Prefix Dial with Area Code Always use the Prefix Dial without Area Code Never use the Prefix Dial wi
79. lection does not display any activities it will imply that no activities were scheduled for this period e You can also select the Activity Type e g if you wish only calls to be displayed select the respective Activity Type e Only those activities are to be displayed that were scheduled for you Choose function Select User Dial IT report ill By clicking on icon you will see History Report Window LI x Date range from 11 17 2010 e to 11 17 2010 se History Types Access Access Changed Activity Deleted Activity Lp se Select User Test se Report Template a El _ Include Notes 2 Include all contacts J Include contacts of current search _ Include current contact Report Wizard Report Designer Print Report Close Date range from 11 17 2010 elo ta 11 17 2010 se l select here the date range you would like to generate reports for History Types Access Access Changed Activity Deleted Activity Up se l l select History types from the drop down list here A a a a select a report template Include Notes _ check this box if you would like to include notes Report Wizard Using the Menene allows you to create a report step by step To read more about Report Wizard click here gt gt Print Report O If you click on you will see an overview of all histories and activities Report Designer button will start Report Designer D
80. license 54 Ask to reset your computer from license 51 B Bring window on front 64 C Call a contact 93 Call from clipboard 96 Central Settings 65 Codes Prefix settings 65 Common Settings 62 Configuration 23 Contact 23 Contact list 97 D Deactivate computer from license 39 Deactivate local computer from license 39 Deactivate other computers from license 39 Device selection 65 Display Speed 62 E Evaluate 29 Example for speed dial 74 F Field selection 60 Folder path 63 Folder Settings 63 H History PopUp 112 History settings 79 Icon Description 58 Icon View 58 Inbound Call 108 Installation 16 Installation without Internet 21 Internal Phone Numbers 71 Internanl numbers 68 L Length of caller ID 68 License 33 License details 54 License info 33 License information 23 Licensing 16 25 List of phone calls 106 local Area code 65 Local Area Code Settings 72 make a report template 121 Manage ToDo s 75 Modem 65 O Offline Installer 16 Open last contact 97 Order license 46 p PopUp 108 PopUp Settings 58 68 PopUp View 62 PopUp Icons 108 Print report 102 R Redirecting 65 Registration key 33 Repair Phone Field Values 68 report designer 128 report wizard 121 Requirements 14 S Search Criteria 68 Search criterias 68 select layout 121 Send request 45 Send request to support 53 Send reset request 51 Show log file 63 Speeddial 68 Spell check 63 Spellcheck 63 Spe
81. lidad ation AddOn Settings Field Selection If there are more contacts available with the same number the specific contact can be selected through the drop down list After the selection the contact entry in ACT will be shown if configured his thumb tack brings the PopUp window to front Highlight window Click on this symbol if you wish the window to stay always in front also when other pages are open Clicking on this symbol allows you to add this number h to a contact Add to contact For further details see Add to contact 2 A new contact is created to whom you can allocate Create new contact this number he contact details of the found contact are displayed If you had not defined during configuration that the contact details of the inbound call are to be automatically displayed this symbol will be useful A Go to contact See also Dial IT toolbar History Pop Up Add to contact If you wish to add the number of a caller to any contact you have the following options 1 Option im i 062826381000 S 082826331000 CRMADDON Factory GmbH Ingo Lange CRMADDONF 1128 e Click on the thumb tack so that the PopUp window will remain open and in front e Go to the contact in ACT to add this number DIAL IT 110 Dial IT Features h e Click on the Icon The following window will show up Select Yes DIAL IT NET Ea A dJ Do ou want to update the actual contact xxx wi
82. ll Example There is a call to be made from the above list In Configuration gt Detail Settings gt History you put 60 seconds in the field Set phone call status to done after Having completed your call duration over 60 seconds it will be cleared from your ToDo list automatically Function OOOO Description _ Only activities from this range will be displayed Date range all Dates m Example You wish to have only future activities to be displayed Define here the period for the activities to be displayed Example All activities scheduled for the period from 2009 10 20 to 2009 10 25 are to be displayed Define here the activity types to be displayed Activity type Call Meeting y Example You wish only calls and meetings to be displayed Make your choice here Allison Mikola Betty Browser Chris Huffm s Oal es SS El Woes HEINE E you selected here will be displayed q If you wish recurring events to be displayed L Show Recurring Events please check this function Select a group here for which you would like to display Contacts If you would like to display oDos for all contacts then leave this field empty his function is useful if you have a lot of ToDos set for your contact and would not like the program to refresh your list since this will slow the program performance The update time is set in Configuration in Details Settings gt ToDo list under Update ToDo List Click t
83. llchecker 63 System requirements 16 T TAPI drivers 14 TAPI providers 14 TapiTrace 65 ToDo List 76 ToDo s Grouping 98 ToDo s View 98 Trial 29 U Update license 49 Update license online 37 Upgrade ACT 47 Upgrade product version 47 Use extention 68 Use headset 65 Use spellchecker 63 V Version number 23 W Welcome 1 Window handling 64 Window on front 64 Wizard options 25
84. mail EMailprofile profilename Emailaccount 9 accountname se Password PFE Subject Contact Report 11 26 2010 Send Email to Send to Group b Email se Send to Company Email se Send to User Chris Huffman se Email Chris HTechoME email Send to add here email if necessary se cc add email For carbon copy BCC add email For blind carbon copy additional Attachment specify here a path to attachment file Create Report For 8 Current Contact Current Search All Contacts All options only in the CallCenter Edition available Preview Email Preview Report Send as Draft Run Close 7 r il CO annn Here you can select Email Report Template and Contact Report Template Email settings can be filled manually or will load automatically if specified on Configuration Call Center Email Report Settings Email Settings tab Preview Email by clicking on this button email preview window will open Preview Report by clicking on this button report preview window will open Send as Draft allows sending the report as a draft Run Will run the report Close click this button to close Contact Report window See also Dialing Call from Clipboard Go to last contact Contact list ToDos Dial IT report Send Email List of phone calls Send Email By clicking on the icon you will be able to send professional templates with attachments right form ACT You will see thi
85. mail License License Remove computer from license Send Request License Info License By selecting this option you can license the product you are using To do this you need to specify the registration key you received from our team The license is provided per user computer i e single licence is for 1 machine where the software is installed If you purchase 3 licenses you will receive one license key which should be used for all machines The system automatically connects to the server and checks your license e g if there are available licenses for your computers or not DIAL IT 34 Configuration Ze CRMADDON Factory Wizard Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding Evaluation Send request License Info WANA crmaddon com g Mezxt gt Cancel On the next window you will need to fill out the following form and validate your email by requesting a code For this purpose please fill out all fields except Requested Code and click Request Code button the validation code will be sent to the email you have specified Then you will be able to proceed with license registration by entering the code and clicking Next button DIAL IT Configuration 35 Userinformation Information about License user Please put your Licensekey in You get the key when you order the Addon All data are necessary for registration YET 1
86. mbers having less than here defined nur digits Minimum number of matching digits 6 FA O means the entire number Speed calling Repair phone field values See also Internal Phone Numbers Local Area Code Settings Example for speed dial Internal Phone numbers Configuration 71 Enter the minimum amount of matching numbers so tha Contact detail is displayed le he main number to contact the switch is 089 382 0 has the direct dial number O89 089 that was a your ACT databank If you call via switch or his secretary or if you are calle will not display his contact detail In order to identify a contact in spite of that you can d the amount of matching numbers to find a contact 6 digits would here be helpful as all contact numbers s 089382 would be searched For all Contacts having several phone numbers select number field that then will always be dialed directly wit E g you can set main phone number or mobile phone ni dialed this way his option is helpful when you import phone numbers t database or use converted ACT database It repairs numbers and makes them compatible for using with Dia Before you use this function please make a backup of y database This function is only available if you are logged in a administrator Open the Config of Dial 1T Go to the tab phone numbers Click on the button Repair Phone field values Your phone numbers will be checked and repaired Dial IT
87. n button A Info about License Addon Address IT WET Type Computer Art Advanced Amount of licenses 3 remaining licenses 1 Registered Components DEV1I1164CT14DE i Result of Analyse hi i After registration completing you need to click Next to proceed further DIAL IT Configuration 37 Completing the wizard Thank you For choosing our software solution You made a good choice by utilizing our addon For our CRM system Our main goal is to help you run your business more efficiently improve workflow and streamline your work process Visit our Homepage For more Addons www crmaddon com To close this wizard click Finish nena crmaddon cora E Back IE E Click Close button to finish licensing and exit the Wizard See also Email License Evaluation Remove computer from license Send Request License Info Home gt Configuration gt Licensing gt License gt Update license Update license To update your license you need to open License and support window in your addon and follow License tab there On this tab you need to click Wizard for Registration button Wizard For Registrat ___WexaferResstaten ais will start licensing Wizard where you can DIAL IT 38 Configuration select License option to proceed with updating De CRMADDON Factory Wizard Licenseoptions Available Liceseoptions ScanlT for CRM Please select an option befo
88. n Caller ID and Connected ID Proper variant depends on your phone system You should try all variants to setup contact name to be displayed properly See also Call Center settings Email Report Settings Multi Company Dialing Multi Company Dialing Specify in this tab settings for multi Company dialing For example you receive calls and make calls to different Companies and would like to identify such calls and separate them by Companies Adding Prefix will separate them and make easier to identify such calls DIAL IT 90 Configuration iq CRMADDON E i Info i License Support Addon Settings Dial Settings Detail Settings Skype Call center i Callcenter Settings Standard Email Report Settings Mew Contact Multi Company Dialing Definition of Companies y Settings for incoming Calls Prefix Grouprield fincorning calls 56 a Settings for outgoing Calls First check is Groupfield then Contactfield Prefix Groupfield outgoing calls 345 se Prefix Contactfield outgoing calls 345 Show groupname in Alert Popup Save history note For group boo Email Templates Metworkfolder For saving the Email Ternplate Settings lA Documents and Settings user Desktop Test database files f Mumber of defined Email Templates 0 Define Email Templates E sed gt 2 Check For Updates before asking For Support Q Description Prefix Groupfield Add here a prefix for your incoming calls so that you could ident
89. n is shown first and switches later to the real caller id there are 2 options limit the length i e if your internal number is 4 digits you would have to seta minimum length to 5 or longer If there is no Tapi connection i e the device could not connect You will get the following Offline Mode warning Info License support Addon Settings Call center Mo Tapi Connection Offline Mode Caller ID Settings Tapi device Asterisk Line SIP 13 se ga Tapi provider Standard eal To resolve this you will need to check your Tapi device configuration DIAL IT 68 Configuration See also Info Licensing RDP License Addon Settings Display Addon Settings Field selection Phone numbers Detail Settings Skype configuration Call Center Home gt Configuration gt Phone numbers Phone numbers Search Criteria Internal Phone Numbers See also Info Licensing RDP License Addon Settings Display Addon Settings Field selection Dial Settings Detail Settings Skype configuration Call Center Local Area Code Settings Home gt Configuration gt Phone numbers gt Search Criteria Search Criteria DIAL IT Example for speed dial Configuration 69 fq CRMADDON hl a IAEE EEE Y Info License Support Addon Settings Dial Settings Phone numbers Detail Settings Skype Call center F Search Criteria Internal Phone numbers Phone numbers Phone numbers Main
90. n the call was ended date and time Phone number Phone number called DIAL IT Dial IT Features 107 Caller ID Shows the caller 1D of the contact Matched contact Name of called contact Contact name in ACT Conversation partner Who did you talk to With a right mouse click on a column you can create histories for the contact calls or create a new contact ig List of Phone Calls goaa Y e Statkus Conversation Partner Witron Karl Hoegen Call Contact Go to Phone Call Contact Go to Matching Contacts ES tio Y H Create History EI E Create Mew Contact Call Number Insert number to existing contact mh E e Copy phonenumber to clipboard Assorting Status The E sign allows you to show suborders and to follow up the calls The following will be displayed Start date Start of the call date amp time End Termination of the call date amp time Phone number Who whom you called number of the contact in ACT Caller ID The ID of the contact Fitting contacts Name of the contact Who Whom you called Contact name in ACT Dialog partner Which company and which contact you called called you With a click on the menu Data you have the following possibilities E Refresh op Load all Data Ed Export You can then delete DIAL IT 108 Dial IT Features refresh load all data not all calls are shown only the most recent calls will be shown If you
91. nd of computer file that is structured as a sequence of lines A text file exists within a computer file system The end of a text file is often denoted by placing one or more special characters known as an end of file marker after the last line in a text file Microsoft Excel full name Microsoft Office Excel is a spreadsheet application written and distributed by Microsoft It features calculation graphing tools pivot tables and a macro programming language called VBA a Data Export Format Export Eo Export Close Inbound call PopUp When using Dial IT and receiving a call a small Popup will appear on your screen This window is slightly transparent and will only be completely visible when you go on it with your mouse The purpose is not to disturb you in your current activities DIALIIT Dial IT Features 109 e de 062626361000 S 082826381000 CRMADDON Factory GmbH Ingo Lange CRMADDON F v 118 When configurating Dial IT you can define the location of the desktop where the PopUp window shall be displayed Configuration AddOn settings Field Selection gt Common settings Alert settings i 082826381000 Display of the phone number of the caller Here only the contact and the respective company are displayed But you can also select 3 further ACT fields in the configuration that are to be displayed here Y 082826381000 CRMADDON Factory GmbH Ingo Lange CRMADDON F v
92. ne calls DIAL IT Dial IT Features 93 be Call from Clipboard Phone number Dialing Go to last contact Contact list Date range Dial IT report Activity type Contact Report Send Contact Email Report Templ Send Email List of phone calls ContactReport Ter Home gt Dial IT Features gt Dial IT toolbar gt Dialing D i i To make a call click on this Y icon in Contact details view Contact list view Company details view and Company list view When you call a contact a popup window Call a contact appears where you can select the number of the contact you want to call including secondary contacts Depending on Dial IT version you will be able to call via Skype Dail IT Basic via TAPI Dial IT Standard or both Professional and Advanced Call a Contact Contact CH TechONE Chris Huffman Description Phonenumber Fax Phone 212 555 2486 Home Phone 516 555 5455 Phone Harold Wesley 212 555 1892 Phone CH TechiONE 212 555 2485 Phone number 2125552435 ss Refresh dose JA 2125552485 You can call a contact from Company details view and Company list view You have a possibility to dial any employee s number from the list including secondary contacts This example shows calling a Company DIAL IT 94 Dial lT Features ACTI by Sage Premium ACT2010Demo File Edit View Lookup Companies Schedule Write Reports Tools Help ACTI Premium toe
93. ntrolText See also Report Wizard Labeled Report Report Designer x A eA LJ wa CAP Abia E eres i wae Vie hala Dz ne Ja eatures gt HIStory Fop UD About tne report designe 2eport Wizard Labeled Report Report Wizard Labeled Report When you need to print out stickers or say water proof labels you need to purchase the appropriate paper Every supplier will provide it s own specific label size or label position within a paper sheet To make it easier for you to produce labels this wizard step lists several label paper suppliers and their products Once you ve selected a supplier and a product paper and label type the report will change its settings so that your labels will be printed exactly where they re supposed to without you having to adjust the label position and size manually Page Interface On this page choose the supplier from the Label Products combo box and a particular product from the Product Number list The box on the left hand side will be updated to show you label dimensions for the currently selected product DIAL IT Dial IT Features 127 Report Wiza rd Label Infonmaton Select one of the predefined labels by specifying the Product and its ID The type selected defines the label s size and the type of paperused Side margins Label Products AOne Product Number 28 466 Name Badge Label Information Width 210 Height 167 Page type AS Page size 827 x 1169 If you don t nee
94. o send Emails at all Use report template as Email Report template will be sent as email not as attachment Use email template ou need to open or create your template below Create open edit delete copy Email template You can read about creating templates in Report Generator section Also click here to read manual about report designer gt gt Path of templates Here you can put a path to save all email templates you have created Format of Email bod Select a format for your email html rtf or txt subject call Email to BCC l Outlook email profile Specify your email data here See also Report Settings Report Settings On this tab you can specify settings for email reports which can be sent after email conversation or during it For example it can be a simple follow up email or a newsletter For creating newsletters you can use Report Designer feature which allows creating email templates RM x License Support Addon Settings h a Info Dial Settings Phone numbers Detail Settings Skype Call center New Contact Multi Company Dialing l Callcenter Settings Standard Email Report Settings Email Settings Report Settings Report Template EES Fg Path of templates WACT20105P1HF1IM Test database Files Templates _ Attach as document in ACT please select document Format 8 pdf Save attachment in _ Attach document as Link in ACT DIAL IT Configuration 89
95. om gt us if you have any A A EA AA CAMADDON Addons for ACT Select here whether you have Skype or a TAPI driver or both installed on your PC and click Next button CRMADDON s Diallt for ACT setu p Information about your computer Please answer the following questions CRM ADDON Please choose the correct answers If you don t have any of these installed the installation will be aborted Do you have Skype installed Do you have a TAP Driver installed Yes O No don t know please give me more information CAMADDON Addons for ACT After selecting installed programs the ready for installation window will appear click Next to proceed DIAL IT 20 Installation CRMADDON Diallt for ACT setup Ready to Install the Program The Installation Wizard ts ready to install the CAMADDON s Diallt for oct CRMVADDON You are now ready to install CRMADDORN s Diallt for ACTI Fress the Next button to begin the installation or the Back button to re enter the installation Information CRMADDON Addons for ACT During the installation the following Setup Status window will appear CRMADDON s Diallt for ACT setup Setup Status CRM ADDON Please wait CAMADDONs Diallt for ACT installation is in progress IF You want to interrupt installation process press the Cancel button But in this case correct working of the program i not guaranteed Copying file EA Program Files 4ACT
96. onfiguration Details Setting History History pop up is opened if you answer the call or your call is being answered DIAL IT gal History type Contact Date 3 31 2014 Attachment Associate with Move From group Chris Huffman Result 1 30 40 PM Move to group Duration Dial IT Features 113 x Hd 4064 Recordiof P IH Call Attempted ha 00 00 ME BODIE Move Record Manager Chris Huffman Regarding CH TechONe Company Details 0 Call Completed O Call Received Call Attempted 0 Call Left Message Phonenumber A Extension Q dh Reschedule Activity at Phone workflow History and Activity Schedule Activity History Close all histories without saving Function ee scriptiic Select a hist down list e completion Call Appointment Call Marketing Call Meeting Online Address Y Personal Activity To do Select here down list Call Attempted Result Call Attempted Call Completed Call Left Messagi Call Received DIAL IT History type 114 Dial IT Features A contact wt belongs to If no contac number in Ac show up thi Click on the field of the hen you ca following 3 o Contact Select cc ES ae few cor o My reco amp Current Bae SEI the Attachment ou can add presentation Associate th several Gro Add Contact or group fror where you w Associate with contact Add Contact clicking on t
97. options Available Licese options Import IT NET Please select an option before proceeding 2 Evaluation License Remove computer from license Send request License Info Use this Button if you got a special key and File For Emailactivation of your licence an way crmaddon com 7 Read More With this wizard you can start evaluation register your license remove computer from license send request to our support team or get information about your license Email License Evaluation License Remove computer Send Request License Info from license See also Info RDP License Addon Settings Display Addon Settings Field selection Dial Settings Phone numbers Detail Settings Skype configuration Call Center Home gt Configuration gt Licensing gt Email License Email Activation In case you need to perform an activation via email this can be done by using Email Activation option In this case you should have your license file and license key which were sent you by email To start Email Activation DIAL IT Configuration 27 Wizard click J button CRMADDON Factory GmbH Germany Welcome CRM Licence via Email Weiter WMA crmaddon com g Read More y Then you would need to insert your registration license key specify a link to the folder where your license lic file is stored and provide your email DIAL IT 28 Configuration CRMADDON Factory
98. or example if you have a single machine license you can change the computer twice In case you need to do this more times you will need to create a ticket for our Support team In case you have already uninstalled the program on your old machine and would like to install it to a new one Please install it and then via licensing wizard remove it from your old DIAL IT 40 Configuration PC The license keeps computer name so it will be displayed under registered computers To remove the computer you need to click License and support button LE License and support pg then select Wizard for Registration on the License tab Setup Info f License 5 pport Lic The Registration Wizard helps you in all license questions You can also register your free trial version with this button ad Wizard For Registration ho On the opened window you will need to select Remove computer from license option y Wizward Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding C Evaluation _ License e Remove computer from license Send request Then you will need to provide your license and user information To request the code please click Request Code button and then copy the code sent to your registered email to the Requested Code field and proceed by clicking Next DIAL IT Configuration 41 E CRMADDON Factory GmbH Usernn
99. or the first sentence we will choose different text style DIAL IT Dial IT Features 133 Tool Box Standard Controls Pointer Check Box Rich Text Picture Box Ae Dele Panel Table all en create templates by means of embedded template 0 07 oo ite Signer YoU Ci Arte al informati n wader discussion and send it as email H Line i A A A A E ds Attachment at the same time wt tall to fhe NESNA 0 ii Then we may move our text block to the right side of the template and upload picture to the left side Standard Controls E E E E a A Pointer A a A Label System Drawing Bitmap Check Box s sty i Data Binding None Rich Text A E fa ae Image URL la Picture Box Titans 1 ma Sizing Normal ls Panel i E Anchor vertically None Table i romaane i Rules Colection Desktop Fa Line La Shape MI Bar Code IMPORTANT To be sure that the images are visible on the customer s side please upload all images to FTP server and use Image URL Links e g www addons for act de Images boxes dialit png Usually you need to write the names of the pictures in small letters and without spaces DIAL IT 134 Dial lIT Features a Ha Images ae Ey downloadbuttans a AD purchasebuttons applyforsupport png hightlights png 1 installationSuppore pra knowledgebase png manual png
100. our system To proceed further just click Next button DIAL IT Configuration 49 e CRMADDON Factory Wizard Not Responding Send a request to CAMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Amount of licenses Request nning it will take some time Your Email For contact Insert your contact email Uinalyse is running it will take some time WIAA crmaddon cor E 7 Here you will need to specify the amount of licenses type your request and provide contact email where you would like our support team to send you a reply Then click Send request button to submit your request To exit the Wizard just click Finish button on the next window Order license Order an Update Send Reset Request Send Request Order an Update Select this option if you would like to purchase more licenses of the addon On the following window specify your licence key and registered in our system email DIAL IT 50 Configuration CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in You get the key when you order the Addon Email is necessary for registration j Insert your license key here Add your email WW Crmaddan com Ed Specify here the number of licenses you would like to upgrade to type your request and provide an email you would like to get a reply to DIAL IT Configuration 51 Se CRMADDON Factory Wiza
101. put in HTML format e Scripts Tab Allows you to manage your report s scripts Context Menu Control Toolbox Designer Tab Formatting Toolbar Home gt Dial IT Features gt History Pop Up gt About the report designer gt Report Designer gt Report Designer User Interface gt Designer Tab Designer Tab The Designer Tab allows you to customize a report manage its bands and controls and define their properties DIAL IT Dial IT Features 143 El ReportHeader one band per report Grou pHeader E Category CategoryiD Y El Detail ProductName Y UnitPrice GroupFooterl Units Count Count UnitPrice El Repo ortFooter one band per report Context Menu Control Toolbox Design Panel Formatting Toolbar Home gt Dial IT Features gt History Pop Up gt About the report designer gt Report Designer gt Report Designer User Interface gt Formatting Toolbar Formatting Toolbar The Formatting Toolbar allows you to easily customize an element s font color and alignment settings Ja les Elias uaa If the Formatting Toolbar is hidden you can enable it in the Main Menu by selecting View Toolbars Formatting Toolbar Context Menu Control Toolbox Design Panel Designer Tab DIAL IT Index A Activity 115 Activity for missed calls 78 add content to template 128 Add license 49 Add to Contact 109 Alert Settings 62 Analyse your
102. rd Send a request to CHMADDON Factory Request to CRMADDON Factory ScanlT for CRM Amount of licenses Request our Email For contact Add here your contact email pa crmaddon com io Ed Back send request Cancel To proceed click Send Request button and on the next window click Finish to exit the Wizard Order license Order an Upgrade Send Reset Request Send Request Send Reset Request If you have already removed computers from licensing 2 times then you will need to send us a reset request to reset your machine from licensing You can do this by selecting Send reset request option On the following window you will need to specify your license key and registered in our system email DIAL IT 52 Configuration gt CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in You get the key when you order the Addon Email is necessary for registration Add your email Wy crmaddon com Ed On the next window you will need to select a computer you would like to release from the license from the drop down list type in your request and add contact email DIAL IT Configuration 53 Ze CRMADDON Factory Wizard Send a request to CAMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Release Computer SAMMESTAMIT Request type here your message Your Email For contact specify your contact email N
103. re are several contacts with the same or similar number you can select the correct contact Incoming calls Em a 203 404 7508 Patrick CRMADDON US Tamara Miller CRMADDON Factory Kai Schaffrath CRMADDON FA If there are several contacts for one number saved in ACT you can select one of the contacts by clicking on y to see a drop DIAL IT 112 Dial lIT Features down with all available contacts After you select a specific contact the contact detail will show up in ACT only if you set this option in the configuration Outgoing calls History bype Call e Result Call Attempted Dilerstone Gavin Ace Pet Store Franchises Ernst Anderson CH TechONE Jogensen Jackie Ace Pet Store Franchises McCarthy Colleen Ace Pet Store Franchises Chris Huffman CH TechONE Ryan Sandy Ace Pet Store Franchises Call Completed Call Received Call Athempbed Call Left Message Record tistory 2 History and Follow Up 8 4 2009 9 23 AM If you dial by hand a number which is saved for several contacts you see a popup where all matching contacts are pre selected If you want to create a history only for one contact you can remove the other contact s If you let all pre defined contacts in there the history will be saved for all shown contacts Home gt Dial IT Features gt History Pop Up History PopUp Set in Configuration whether a History should be displayed or not C
104. re proceeding Evaluation 8 License USB License Remove com Send request WHANAL Cera dc com ee Cancel On the next window you will need to select whether you would like to analyse your current license or update the license with online backup DIAL IT Configuration 39 e CRMADDON Factory Wizard Options for existing licenses We Found an existing license on your system Choose an option to take care of this license ScanIT for CRM There is an existing license on your system Please choose an option to proceed with the license _ Analyse of local License WWI crmaddon com 17 Ed Back Mexk gt Cancel If you select Analyse of local license you will need to click Analyse button on the opened window to get details about your current license To proceed with updating you will need to select Update license with online backup The further steps will be the same as when you register for the first time Please find detailed instructions on the License page If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket 2 To open our User Manual please click button at the bottom of the Wizard See also Remove computer from license This option allows moving the license to another machine It is possible to change computers only twice then it will not be possible to reset a license F
105. rogram will install CRMADDON s Diallt for ACT on your computer lis strongly recommended that pon exit all Windows programs before running this Setup program Click Cancel to quit Setup and close any programe you have running Click Next to continue with the Setup program WARNING This program i protected by copyright law and International treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law a product of CRIM ADDON Accept our license agreement and select Next DIAL IT 1 8 Installation CRMADDON Diallt for ACT setup License Agreement Please read the following license agreement carefully cru DDON Please closely read the following license agreement Do you accept all the terms of the following licenze agreement END USER LICENSE AGREEMENT FOR CRMADDON ADDONS FOR ACT YOU SHOULD READ CAREFULLY THE FOLLOWING END USER LICENSE AGREEMENT BEFORE INSTALLING THIS Software Addon BY INSTALLING COPYING OR OTHERWISE USING THIS Software Addon YOU AGREE TO BE BOUND EY THE TERMS OF THIS AGREEMENT IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT YOU ARE HOT AUTHORIZED TO USE THE Software Addon Thi Softarare Addon any printed materials any online or electrome documentation any and all copies and derivative works of such Software Addon and materials ar
106. ry Save history as note will not be saved as History but as a note he text in the textfield will be saved Save text as RTF with all formatting e g color italic a Take History Details over to Activity ut sil STON 2 ardid ta details will appear in Activity e pe Select an Act field that also should Show this contact field in history be displayed 1n the histoiy dialog he history is added to the personal Create history for own record after completion e ae a After the defined period the phone call status will be set to done The program will set the call to done after Set Phone Call Status to Done after y seconds defined time period E g if you managed to reach the person and started the conversation in defined time the Dial IT program will set the call status to Done automatically ou can create a new contact with all information from your phone call his will work if you have Show History for Unknown Contacts enabled The Dial IT will allow you to add a record to your Act database about this new contact and all available details Create contact record for unknown callers See also ToDo List Create Activity Skype Dial IT allows you to call via Skype call to Skype accounts and to send SMS For Windows 8 a desktop Skype application should be installed Dial IT is not compatible with built in Skype version for Windows 8 Skype window is only visible if you have a Basic Advanced or Prof
107. ry and Activity _ Create Contact Record For Unknown Callers Es y gt 2 Check For Updates before asking For Support 9 Missed calls O Never Should a history be created for missed calls Define here the C Hi Create History appropriate settings C Create History and Activity History Pop Up opens when you make a Call or receive a call Check this function if you wish to create a history for calls On deactivating it no dialog will show up in future allowing you to create a history Having checked this function the history dialog will show up also for F Show history for unknown contacts unknown phone numbers It will allow you to create a history for a new contact As Act rounds the duration time up or off to full minutes you can add the exact duration to the regarding line after checking this function Show History PopUp Add call duration to history regarding DIAL IT Configuration 81 here is no extra field just as for duration Having checked this function the engaged number will be added to Regarding Availability of Add busy state to Regarding this setting will depend on the phone system version you use You will need to clarify availability of this function with your phone system provider I Close history window automatically if no data entered he history window will be closed after the defined time if you have not r Minutes entered any data Having checked this function Histo
108. s 2 Dashboard Yellow Jersey Bikes a 082828004013 12125552485 BR bs You can click either on button to call via TAPI or to call via Skype To call Skype to Skype accounts you need to define a field where skype accounts of your contacts will be saved Mame of Skype Field Skype Contact s Configuration Skype gt Send text Click on is sia J to send the message to your contacts via Skype 85 Refresh Click on UE e button refresh the displayed contact and his phone number E Reset l Use to renew the connection to the telephone system The option Close will close the Call a contact window without saving settings This example shows calling a Company Here all contacts of this Company are displayed so you can select the needed phone number DIAL IT ACT by Sage Premium ACT2010D emo File Edt Wiew Lookup Companies Schedule wrie Reports ACT ia E a Premium New Call Meeting Companies ee ae ee e Lookup Company Field All Companies 23 company s 8 divisionis Company Contains Doo More Options Ace Pet Store Franchises Best Lender Financing Black Forest Baking Boomers Arbor Brandee s Bakery Brushy s Golfing World CH Holding Related Tasks CH Gourmet Imports Create Hew Contact fon CH TechONE Accounting CH TechONE Administration CH TechONE Sales Circle Photography 2 Welcome E Contacts Freemont Corp Group
109. s E p Green Plastics Griping International Making Technology Co _ Calendar Mercury Production Management Task List Mutthound Enterprises Parsley Group Opportunities Sewing Room he E m R Swing Software ok T Bone s Steakhouse fa Dashboard Verge Record Widget Corporation E Detaivien 5 ListView El a Le Maldad Dial IT Features 95 Call a Contact CH TechONE Description Phone number hal Phone Betty Browser 61 212 55 M Phone Sarah Whiting 44 212 55 61 212 55 212 555 241 m Phone Jonathan Sommer leal Phone Ernst Anderson Home Phone Chris Huffman 516 555 54 al Mobile Phone Chris Huffman 212 555 4784 Phone Chris Huffman m Phone Kacie Hare 212 555 17 Fhone number 2125552485 Extension S Refresh Close Me i Add Remove Contacts Company Phone Ernest Anderson CH TechONE 212 5 Betty Browser CH TechOWe 212 5 Chris Huffman CH TechONe 21255 Allizon Mikola CH TechONeE 212 5 Melissa Pearce CH TechONE 212 5 Juliette Aozseus CH TechOWe 212 El Jonathan Sommer CH TechOlME 212 5 Sarah whiting CH TechOHE 212 5 Williams Consulting Contacts 5 You can also call a secondary contact when you click Call button for a contact this contact can be selected from the list of available phone numbers DIAL IT 96 Dial lT Features ACT by Sage Premium ACT 2010D emo Schedule write a Lookup
110. s e g Histories Activity Choose Font See also Info Licensing RDP License Addon Settings Field selection Dial Settings Phone numbers Detail Settings Skype configuration Call Center Addon settings Field Selection DIAL IT Configuration 61 You can define here the information to be displayed in the PopUp with an inbound call Example If you have a field called customer advisor you can have this field displayed so that everybody taking this call will see whose contact he is talking to CRMADDON Caller 1D Settings Show PopUp Standard Fields Company Contact name Alternative Alternative Alternative Field 1 Address 1 Field 2 City Field 3 Department Show called phone number Common Settings Folder Settings Spell check Window handling Don t go to contact 0 to contact on answer Goto con Alert settings back on ringing View Pop Up TopLeft Display Speed Fast Close Pop up after 10000 E mili seconds Check For Updates before asking For Support ou can define here the information about the caller which you wish to be displayed in a Popup with incoming calls When deactivating the tick mark the Popup will be suppressed his field cannot be changed The Popup will always show the contact name as long as the numbers or the contacts in your databank This function must be supported by the phone system Test with Phone exe whether your ystem does it This
111. s window DIAL IT Dial IT Features 105 EMail lel Selected Contact Chris Huffman ess Schema 5888888 BoR Email Settings Sending settings Subject Your email subject Send to Chris CHTechONE email Ce add email For carbon copy BoC add email For blind carbon copy Email Template Your email template DE EIRLA Report Template Your report template E EJER Attachment Specify a path to attachment e Standardsettings Preview Email Preview Report Send as Draft Send as Email ES First of all you need to setup the Dial IT configuration settings to connect your e mail agent to ACT This way all fields on the below and above images will be prefilled automatically by details specified on Call Center Standard Email Reporting Settings Email Settings tab You can open your configuration by clicking on the configuration button in your ACT DiallIT toolbar EMail JO x Selected Contact Chris Huffman Schema BeGRB88 JEJE Email Settings if Sending settings send via Outlook O send via Exchange lime Outlook Profile EMailprofile profilename iy Emailaccount laccountnarme pio gu fotooo Ms Exchange Settings Senderemailaddress Replayemailaddress aja Standardsettings Preview Email Preview Report Send as Draft Send as Email ES DIAL IT 106 Dial IT Features If you setup everything in Configuration you should press Standardsettings button Fields EmailPro
112. t may be causing the problem or if you consider the problem to be rather time consuming Please fill in the payment form fr the support type you chose As soon as we receive your payment we will send you an email with a phone number to call The actual support takes place via a remote session Please note Our time based support is being charged in advance and will be billed in 15 minute units Our flat rate support will also be charged in advance It is valid for one installation only We will download install and configure everything for you using a remote session See also Free Support How to submit a ticket directly from your addon Request Support We offer support via remote session chat In preparing yourself for this online meeting follow these steps 1 Please make sure you are inquiring during our support business hours from 1 00am till 1 00pm CST on business days 2 Download and run TeamViewer TeamViewer leaves no traces on your computer since it is a zero footprint software The program will automatically provide you with a session ID and a password 3 Open a Chat session by clicking on the Live Support Online button located in the top right corner on every page of our website and return the TeamViewer session ID and password to our support engineers 4 Leave TeamViewer and the Chat tool running until our support person contacts you Occasionally this may take some time depending on how busy they are Note
113. t menu Control Toolbox Design Panel Designer Tab Formatting Toolbar Report Editing Context Menu The Context Menu can be invoked by the right clicking a report DIAL IT 140 Dial T Features TopMargin Insert Detail Report ReportHeader Zoom Properties GroupHeader Detail GroupFooter ReportFooter PageFooter BottomMargin or its elements bands and controls This menu provides quick access to frequently used commands e g zooming clipboard operations inserting bands etc The available action set varies depending on the element a gt a Ering To Front Send To Back Align To Grid Cut Paste Delete Insert Band Insert Detail Report Zoom Properties Control Toolbox Design Panel Designer Tab Formatting Toolbar Home gt Dial IT Features gt History Pop Up gt About the report designer gt Report Designer gt Report Designer User Interface gt Control Toolbox Control Toolbox The Control Toolbox lists all available controls and allows you to add them to your report IMAM BES 8o0 ho asss8 O DIAL IT Dial IT Features 141 To add a control from the Toolbox do one of the following e Double click an item in the Toolbox for the appropriate control which will be created at the Detail band s top left corner e Drag and drop an item from the Toolbox onto the required location within a report v El Detail a Ti e El etichT
114. t the report and don t depend on the current computer DIAL IT Configuration 87 E CRMADDON iq CRMADDON Dial Settings Dial Settings Mew Contact Mew Contact Callcenter Settings Callcenter Settings See also Call Center settings New contact Multi Company Dialing Home gt Configuration gt Call Center gt Email Report Settings gt Email Settings Email Settings Email Settings Configuration window is very important and should be filled in properly in case you would like to send emails to your contacts through the Dial IT The information filled in here will be used in outgoing emails you send SCRMADDON F Info License Addon Settings Dial Settings Detail Settings Skype Call center New Contact Multi Company Dialing Callcenter Settings Standard Email Report Settings Email Settings Report Settings 8 Dont send as Email Use Report Template as Email Use Email Template Email Template DEE BF Path of templates WACT20105P1HF1IM Test database files Templates e Format of Emailbody C html C rtf C txt C Use History Regarding as Email Subject Use Default Subject Default Subject Email ta CC Email to BCC Outlook Email Profile Email Account Password E sat 2 Check For Updates before asking For Support 9 Description DIAL IT 88 Configuration Don t send as email Select this option if you don t want t
115. tes for the direct initiation of further steps during the conversation only possible with the Professional Callcenter version Multi Client Capability In case you are working for several companies the DIAL IT Callcenter version enables you to identify which company the incoming call is related to DIAL IT 2 Welcome See also Support Introduction Installation Configuration Dial IT Features DIAL IT Support 3 Home gt Support Support Free Support Paid Support How to submit a ticket directly from your addon See also Welcome Introduction Installation Configuration Dial IT Features Home gt Support gt Free Support Free Support Free support is provided for the first installation and all technical questions The support is provided via our Ticketing System Before submitting a ticket to our support team please read our User Manual and check if the issue is already described in our Knowledge Base In case you cannot find a solution to your issue in our documentation please submit a ticket to our support team To submit a ticket please follow the below steps or submit a ticket right from your addon 1 Open our Ticketing system fi Home gt Submit a Ticket Knowledgebase El News i Troubleshooter Login amp Subscribe a EI Par email address Remember me Lost password Login 2 Knowledgebase a Latest Updates ACT 87 Live Support ONL
116. th Area Code Never use the Prefix Dial without Area Code Delete the selected row with prefix settings Search Criteria Internal Phone Numbers Example for speed dial Example for Speeddial On the following window you can set a field for speed dialing DIAL IT Search Criteria Internal Fhone numbers Local Area Code Settings Phone numbers Bane tanner Alternate Phone Home Phone Mobile Ph Main Phone Number Field Phone Use extension Call directly iF only one number exists Not available if Skype is used Minimum length Caller ID 101 Minimum number of matching digits 10 15 means fhe entre under Show only exact Found Records maximum display number of Found contacts 10 64 Speed calling Please make a backup of your ACT database before running the repair SS D This field will be active when you start calling a contact Call a Contact xl Contact CH TechOne Chris Huffman gt Phone number 516 555 5455 212 555 4784 mi Phone P Operations Harold Wesley 212 555 1892 m Phone CH TechONE 2127 555 2485 Phone number 92125552485 Extension y Refresh Close IA See also Search Criteria Internal Phone Numbers Local Area Code Settings Configuration 75 DIAL IT 76 Configuration Detail settings iq CRMADDON fq CRMADDON F Info Info Dial Settings Dial Settings ToDo list Create a ToDo list
117. th the phonenumber IF not please click on No In the following window you are asked in which phone field you wish to save this number Select a telephone field and click on Insert to save the number Phone fields marked red are already lettered with a number If you select one of these fields you will overwrite it 2 Select a contact from Database e de 002626361000 SE 082826381000 CRMADDON Factory GmbH Ingo Lange CRMADDON F w 1248 pl e Click on the icon The following window will appear DIAL IT NET Ea e dJ Do vou want to update the actual contact xxx with the phonenumber IF not please click on No e Click on No This will open the ACT list where you can select an ACT contact or a company to which the number should be allocated DIAL IT Dial IT Features 111 Insert phone number Ace Pet Stee Franchised Curls Jin Ace Pel Store Franchises Jomgensen Jackie Ace Pet Store Franchises McCarthy Colleen Ace Pet Store Franchises Ryan Sandy Ace Pet Store Franchises Select here the desired phone field Phone fields marked red are already lettered with a number If you select one of these fields you will overwrite it Insert phone number 05282800400 Phone Field See also Several contacts found for one number Home gt Dial IT Features gt Inbound Call PopUp gt Several contacts found for one number Several contacts found for one number If the
118. tory type just create messages please select a the one in ACT history type Beene Ee tees a Select an activity type for messages which were failed to send If there is no suitable to e oe p history type just create the one in ACT To connect your Skype to ACT please go to your Skype account choose Tools gt Options gt Advanced gt Advanced settings and select Manage other program s access to Skype In the window you should choose ActSage exe and allow this program to use Skype DIAL IT Configuration 83 Skype Manage API Access Control Manage API Access Control Change Remove al Mame Skypellames2 exe E Publisher Skype Technologies 54 Allowed to use Skype Please Note ACT should be restarted so that new settings were applied successfully After ACT is restarted calling via Skype will be available You can start making calls by clicking on the Phone icon in the Dial IT toolbar in ACT E ail view Call a Contact xj Det E Contact CH TechONE Chris Huffman gt E Phone number 516 555 5455 Conta 212 555 4784 ii Phone Payroll Supervisor Kacie Hare 212 555 1773 Compan P Phone YP Operations Harold Wesley 212 555 1892 Rey Contac m Phone CH TechONE 212 555 2485 Titl Departmen Skype 12125552485 a Phone number 02125557485 Motes Histors Dates jal Date Extension Date 4 26 2009 Refresh oO 0012125554734 BF t Close 12125552465
119. uest type here your request Your Email For contact vour contack email WMA crmaddon com E 5 Back send request Cancel On this window you will need to specify the amount of licenses you would like to order type your request and provide your contact email See also Order an Upgrade Order an Update Send Reset Request Send Request Order an Upgrade Here you can order an upgrade of your ACT version If you do not change your ACT version and would like to get a software upgrade within the same version release for example upgrade 2 3 version to 2 6 version this will be done for free However if you would like to upgrade from 2 x x version to 3 x x version then you will need to purchase an upgrade You will get the upgrade already starting at as low as 10 of the addon license cost The support for the latest version is provided for free In case you have an old version you will need to purchase support units or upgrade to the latest version The following window will open after you select Order Upgrade option DIAL IT 48 Configuration CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in You get the key when you order the Addon Email is necessary for registration j Insert your license key here Add your email WW Crmaddan com Ed Here you will need to provide your license key and email you are registered with in
120. ve this code for incoming calls Phone numbers J Redirecting Connected ID Detail Settings Define here the device you wish to use With a wrong definition Dial IT cannot work If you cannot make any phone calls with your phone please use Phone exe to test whether your device is Tapi compliant at all his Icon ls refreshes the list of available API devices Select here a Tapi provider Each producer offers his own Tapi driver If the standard driver does not work you can select here the driver of one of listed providers All these listed providers offer drivers with certain adaptations to the corresponding TAPI Use this prefix as it is required by your phone system to make a call In most cases it will be O USA 9 Use this prefix as it is required by your phone system to make international calls In most cases it will be 00 USA 011 Some telephone systems place a zero before incoming calls which then will be displayed by ACT as an unknown contact To prevent this activate this function DIALIIT Configuration 67 Some telephone systems do not show the first digit of a number of incoming Add this number to incoming calls international calls This number will then be displayed by ACT as an unknown contact o prevent this activate this function Enter here your area code Local calls can be dialed without using any prefix just like with a normal fixed line This function does not work
121. you call to one of your contact as Crmaddon and to other contact as Voipaddon DIAL IT Configuration 85 xl Info i License i Support i Addon Settings 1 Phone numbers Detail Settings Call center Mew Contact if Multi Company Dialing Callcenter Settings Standard Email Report Settings Use Prefix Function Prefix Contact Field only number Field tet Access Level Save History Details as Mote Address 1 Address 2 Address 3 Alternate Extension City yy You can take an advantage of the following function if your phone system provides the option to use several phone numbers This function needs to be configured in your phone system therefore you need to talk to the person who is supporting your phone system You need to set up numbers for companies you have In your ACT go to Tools gt Define fields and create a new field named Belongs to company Put there numbers for every company e g Deseription Add 325 crmaddan 926 voipaddon 927 Gleomputing Your telephone system will automatically match each company to a particular telephone number Then you only need to fulfill Belongs to company field for each contact and call to your particular client from your special telephone number Pa ch TechONE De it Et Ls ay sobe 2125554700 C 4 7 2010 se Chris Hulfman a Last Reach Last E ma
122. you can select here a default activity from the following drop down list Call Meeting Default Activity preselected Personal Activity To do vacation ou can also leave this field empty in this case no default activity will be specified See also ToDo List History History If History is configured to appear History PopUp dialog will open when you answer an incoming call or when your call is being answered However by default if the contact was not found in Act the history for this call will not be saved and will disappear after the time set in Close History Dialog automatically if no data entered field The below window lets you configure your hisotry settings DIAL IT 80 Configuration RM i x a Info License Support Addon Settings Dial Settings Phone numbers Detail Settings Skype Call center ToDo list Create activity History and Popup History Settings Show History PopUp Show history For unknown contacts Add Call Duration to History Regarding 4dd busy state to Regarding Close History Dialog automatically if no data entered Waiting time before closing 10 2 Minutes _ Save history as note Save text as RTF Take History Details over to Activity Show this contact Field in history se _ Create history For own record after completion Set phone call status to done after 60 Seconds Handling Missed calls 8 Never create a history C Create History C Create Histo
123. ype Never clear activity 8 Clear activity after completion of call O Clear activity when call is connected Show ToDo list at start Update ToDo list 10 Minutes Display ContactInfo in ToDo List First Mame Display ContactInfo in ToDo List Ciby se Display ConkactInfo in ToDo List Company se Display ContactInfo in ToDo List Department se Dialog settings _ Warn if activity scheduled For a weekend Define the types that shall be displayed You can select from all the Activity types available in ACT e g Call Meeting Completion Show Activity types Activity type C Never clear activity Define what should happen to the activity C Clear activity after completion of call after completion C Clear activity when call is connected Activation of this option shows the ToDo list Show ToDo list at start with each start So you can always see the activities you still have to do Automatic update of the ToDo list after the Update ToDo list defined interval e g the list is updated every 10 minutes This makes sense if other users are scheduling activities for you Display ContactInfo in ToDo List It might take long time to display Select from the drop down list what a big number of records and details If you would like not to slow information about the contact you would like the Dial IT program performance you will need to enable Load ToDo to be displayed Leave these

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