The Outlook Add-In offers a toolbar in Outlook with following functions:- Gerneral Functions:
- Enter phone numbers manually and dial it
- Hang Up
- Pickup an incoming call from another phone
- E-Mail related Actions:
- Display of related phone numbers if the current e-mail address was found in xtelsio CTI Client. For this function you need to link the outlook contacts in the CTI Client.
- Dialing found numbers.
- Display the contact form in Outlook or in the CTI Client.
- Contact related Actions:
- Display and dial contact phone numbers.
- Journal related Actions:
- Display and dial the phone number of a journal entry.
- If a contact is assigned to the journal entry you can open it.
Activate the Outlook Add-In: The outlook Add-In can be activated/deactivated via registry enties After activation you should see an additional tool bar in Outlook. You can show or hide the Add-In in Outlook manually via: [View > Toolbars > Customize...] Here you should see the toolbar "xtelsio CTI Client Add-In". Hints:
- If the Add-In is visible but it doesn't show any reaction to mouse clicks, you need to activate the Add-In again.
- The Outlook Add-In is only supported in the Professional version.
- Outlook 2007: Under [Tools > Trust Center > Add-ins], you have to deactivate the check box "Apply macro security settings to installed add-ins".
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