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Knowledgebase : Help EN > Addons for Act! EN > DIAL|IT
when using Dial|it, we need a working Interface. Dial|it supports serveral interfaces Tapi [1] Broadsoft & Skype if you want to use Tapi, your PC needs a driver from the manufacturer of the Phone or modem, or a 3 party driver. this must be i...
Such type of issue unfortunately occurs and may be related to TAPI device not showing caller ID at all. If you want to use a TAPI device with your Dial|IT, you'd need to have a special TAPI driver installed on your PC. This can be a driver provided by ...
If you pc/Phone is using Tapi drivers to connect to your Phone, before considering to update to Windows 64Bit, you might want to check with the manufacturer of the phone if there is a tapi driver for 64Bit. there are a bunch of drivers out there, but no...
Laut neuesten Informationen, die direkt von der Firma Skype stammen, will Skype die Desktop API Schnittstelle im Dezember 2013 einstellen. Eine der ersten Newsseiten die das meldete war heise. Sie können den Eintrag hier [http://www.heise.de/newsticker/me...
If the customer record is not pulling up when you answer your phone, please follow these instructions. 1. Click on the IT support icon 2. Click on ACT! Phone Fields Tab 3. Make sure the Incoming Phone Number Search has a checkmark in it's box 4. Cha...
For example, the DIAL|IT shows the country code 44 in the UK and therefore the contact is not recognized. This issue happens if the logged in user is not located in the country that is set in ACT! Database or international dialing is not set. Changi...
History keeps minimized and is only visible in the taskbar. Please start the Configuration of DIAL|IT Go to Tab Application Settings, then Tab Display and click on Button Reset userrelated WindowsSettings, then restart ACT!
If you want to use a Snom Phone with DIAL|IT you must install a 3 Party Tapi Driver on Your PC to enable your PC to talk with the Snom Phone. You can download the Snom Driver from Xtelsio this must be installed and configured, as soon this is done, you c...
To make it easy for "standard" installs and to avoid issues with redirected My Document folders, we added the config into a folder under c:Program files...ACTPlugins in a terminal Server / Citrix envoirment, this will not work, as the addon would only w...
If the TAPI drivers and Dial|IT did work in your office and the message: appears when you are out of the office with your notebook or mobile device,  this message appears when Dial|IT can not detect your TAPI device. This message is there to inform you ...
Depending on your version of DIAL|IT (Basic/Skype, Standard/TAPI, Advanced/TAPI/Skype or Professional/Call Center), DIAL|IT requires a TAPI driver or Skype. If both are installed you can decide – again depending on the version - which service you want to ...
Will DIAL|IT be useable on my system? To use DIAL|IT your phone system needs an installed TAPI driver. You can also use it with your Skype account. The driver for the device will be delivered from the manufacturer / provider of your device.      TAPI...
Of course you can use DIAL|IT with Hosted PBX. But you need one of the following requirements at least:   1. Your phone is tapi compliant   2. Your phone system is tapi compliant        -> You can check thison our website with phone.exe Testtool...
Check here if your telephone system is tapi [https://en.wikipedia.org/wiki/Telephony_Application_Programming_Interface] compliant. Instruction: * contact your Phone supplier for the tapi driver software (must be delivered by the manufacturer of the ...
I keep on having this message, but I do not want to use skype anymore, which I uninstalled, after having tested it, so how can I get rid of this anoying message, which pops up again and again ... you just have to go to the config of DIAL|IT there go to sk...
Is it possible to save the DIAL|IT settings centrally? 1. set up DIAL|IT as it is desired on computer A. 2. copy the XML file from computer A to computer B. 3. if the name of the Tapi interface is different assigned for each employee you need to do ...
1. Click on the IT Support Icon 2. Click on VoIP AddOn or Dial Tab 3. Unclick the checkbox next to Show Contact on Answer 4. Hit Ok
You need Support and to get more accurate log files please set a higher TraceLevel and activate 'TapiTrace' To set the TraceLevel follow these steps: 1. Start ACT! 2. Open the Config of DIAL|IT 3. Go on the tab Support 4. Set the TraceLevel on 4 ...
When using Asterisk as a soft switch, can we listen in to the agents extension real time whilst they are on the phone to clients? Real time attending can be done if the agent sets up a conference call. Any call initiated by the agent will be stored on a f...
You can disconnect incoming and outgoing calls. But with incoming calls you can disconnect the call in the in the pop up window or later in the history window: Incoming call: With an incoming call a pop up opens that shows you who is calling. In that ...
As soon DIAL|IT and Skype is installed, you are ready to use DIAL|IT with Skype. Following points must be done upfront: 1. Skype must be installed and Running 2. you must go to the skype tab in the config, and select any field, i.e Messenger, this w...
If the countrycode of your country is always shown in the "Call a contact" window and all settings are correct, you might have the following problem: Problem: Different ACT! language and system language: This must ALWAYS be the same on each machine. ...
If the shedule call list stays on top over other windows * if it is possible please open the DIAL|IT Configuration and uncheck the option "Start with ACT! * if you can not open the DIAL|IT Configuration you have to set the option to false in the con...
If your Dial window is not showing a button to Dial like shown below It is most likely that your setup is corrupt. Please open the DIAL|IT setup, Click on the tab Dial And check the Tapi Settings. In most cases this field will be empty. You must sel...
Your phone numbers are not recognized? This can be if you've selected in the configuration that each incoming call should have a "0" in front of the phone number. Because there is the possibility that DIAL|IT confiused a international with an national...
Pops up the wrong contact record If sometimes the contact's phonenumber in the popup does not match with phone number of the incoming call please check the settings in the DIAL|IT Configuration. Do some tests with the Minimum Length. Incoming Phonenum...
If you have any problems to dial out with our DIAL|IT, please check if the ACT! dialer is inactiv. If not, please deactivate it. It might be that the dialer is reactivated after restarting ACT!. In this case, please change the phone line which is show...
The popup screen allows each individual user to customize the information that is shown in four fields. The first field is always reserved for the calling parties phone number, while fields 2,3 and 4 can be customized on a user by user basis. To change...
How is DIAL|IT going to read out our numbers? DIAL|IT is able to access all "Phone" fields, no matter if it are 5 or 50. Are the use of " " blank spaces, "-" dashes, and parenthesis "( )" a problem? We ignore all blank spaces, dashes and parenthesis, th...
Sometimes the internal Phone list is buggy, we could see this issue when - you updated your database from ACT5/6/2004 - you used some Addons that modifyed the Phone numbers - you had issues with Syncing then you might need to Repair the Internal Ph...
DIAL|IT is able to show popups for additional incoming calls. * If you are on the phone and someone else calls you a second popup will show up with the number and the information about this caller. * If this is not the case please ask your provider ...
If you have problems with DIAL|IT (like history pop up can not be opened in the tasklist) so please open configuration of DIAL|IT!: Configuration DIAL|IT - Addon Settings - Display Now click on "Reset Settings" and the Windows Settings will be reset...
You can deactivate ACT Dialer with the Following Steps: Open ACT! Choose "Tools" -> "Preferences" Choose Tab "Communication" Click "Dialer Preferences" Uncheck "Use Dialer" Click "Ok" Click "Ok" again Close ACT! Now your ACT Dialer is deactivated...
Do I have to write the phone number in a specific format to use DIAL|IT? You should use the standard ACT fuction; i.e.use the button to define the country (if the country field is filled with the right country the country code will be predefined) you ca...
When you are making an outbound call and the tool is not opening a History window, this is a setting in the setup of the tool. To fix this, please open the Dial|IT Config , goto the Tab, select the subtab History, and check if "do not suppress History" i...
ACT! is programmed in that way to push it self ito the front. As this is a good feature in ACT!, it unfortunaly takes the focus away from Windows that you are just working on like the History window. You have 2 ways how to solve this 1. you can place t...
Here is a short list with different conditions you have to look for when you want to use DIAL|IT General conditions for DIAL|IT DIAL|IT is available for the ACT! Versions 7 - 15 (2005 - 2013 Using a telephone system Using Skype A Tapi complient sys...
If your call have a scratching problem or broke often. It´s a "CONNECTION PROBLEM" not a DAIL|IT [http://www.crmaddon.com/en/addons-en/act-addons/phoneworkflow/dial-it] error. 1. Use a wired LAN connection when you make a call. Test this for a while. (W...
If you can´t find your "Phone Call List" For Dial|IT [http://www.crmaddon.com/en/addons-en/act-addons/phoneworkflow/dial-it] the Window it is out of range. A: Windows Vista or Win7. * go with the mouse in the Windows Task-bar [http://en.wikipedia.or...
If no Pop Up comes up if you receive a call please look at the configuration of DIAL|IT. These are the steps you have to do: 1. Go to DIAL|IT Configuaration (Tools - CRMAddon - DIAL|IT Configuration) 2. Go on Addon Settings - Field Selection 3....
I DONT KNOW WHERE TO FIND MY LOCAL LICENCE KEY AND I AM NOT SURE WHICH IS ALREADY IN USE. If you are not sure, which licence key your addon is currently running on your machine, there is a simple method to find it out. open up the Registry [http://en.wi...
In Windows you can find some default Tapi drivers. in most cases, your phone will NOT work with this drivers. only in very specific cases some rare phones will work with them but, in this case your Phone guy needs to configure the tapi driver. * Agile...
Some of our customers did receive the following problem: When you hit call a contact, in the listed numbers at the top they are correct but down at the bottom where you hit call one of the numbers is incorrect therefore meaning the number is wrong. Th...
Skype released the official news, that they are planning to STOP THE DESKTOP-API [HTTP://EN.WIKIPEDIA.ORG/WIKI/API] FOR SKYPE AT THE END OF 2013. - Update - the support of the skype API is now extended till end of 2014 [http://blogs.skype.com/2013/11/...
You are using our Dial|IT Addon and Act! closes directly after the Start-Screen of Act! Most likely it will happen that after this Page Act! is closing without any Errors. This Problem only appears when the user logged in and trying to execute Act! ha...
If you have good Internet connection using Skype for phone calls and integration with our DIAL|IT addon is one of the best solutions. It is convenient and intuitive in usage, cheap and can be easily integrated with DIAL|IT without additional software and ...
Vonage hardware is not providing a TAPI interface therefore you can't use DIAL|IT with the hardware provided by vonage. 1. If Vonage allows to use other brands, e.g. the Snom phone. 2. If your internet service is good, you can use DIAL|IT with Skype an...
If you have installation problems or problems with starting an Addon, please follow these instructions: 1. At first, please close ACT! and uninstall Addon, also the CRMADDON DevExpress and CRMADDON GeneralFiles for Addon's, you will find all of this in...
If you want to install Dial|it on Windows8 and use skype, you must download & install Skype from the webpage www.Skype.com [http://www.skype.com] the built in Skype version is not accepting any connections from any other program.
Before the installation of DIAL|IT you have to install a tapi driver or skype. If both are installed you can choose how you want to use DIAL|IT. But if you haven't installed either of them, it doesn't make sense to install it. Why using a tapi driver? ...
FOR DIAL|IT [HTTP://WWW.CRMADDON.COM/EN/ADDONS-EN/ACT-ADDONS/PHONEWORKFLOW/DIAL-IT] SPECIFIC SUPPORT (INSTALLATION AND PREMIUM SUPPORT) Please make sure Phone.exe works as expected. Help and Tutorials can be viewed here: http://kayako.crmaddon.com/in...
Transfering phone calls: If you want to transfer incoming calls to another person in your company and you want that the incoming number is shown on the display of the person who receives the call, please use our tool Phone.exe to find out which callerID...
When Phone.exe is not showing Tapi drivers (or grayed out) and you can use it with other Apps (like outlook) the problem is normaly that the tapi driver is not configured in the right way. Outlook and other apps are normaly using a specific driver (plugin...
If you made Act! database update without upgrading your Act! version and the DIAL|IT toolbar disappeared from the Act! layout, please do the following: * Close Act! * Look in your Act! Database Folder for a subfolder named 'CRMADDON DialIT' * Find...
When your dial device isn't shown in the DIAL|IT configuration, you can do the following things to check where the problem is: !! FOR EVERY STEP IN THIS DESCRIPTION, ACT MUST BE CLOSED. !! 1. Use the Phone.exe Testtool: PhoneExe (x86) [http://www.ad...
Depending on your version of DIAL|IT (Basic/Skype, Standard/TAPI, Advanced/TAPI/Skype or Professional/Call Center), DIAL|IT requires a TAPI driver or Skype. If both are installed you can decide - again depending on the version - which service you want to ...
What does 'Use Flag FL_DROPONDISCONNECT' mean? This function is only important for you if you have problems dialing free numbers (eg 866-...-...-....) Sometimes DIAL|IT/ VoIPAddon means by calling free numbers