Dial tel # from Sage CRM

[ffarah]

How do you configure sage CRM to dial tel numbers?
thanks
frank

 

[Jay Converse]

Have you read the SageCrm x.x CTI Guide.PDF yet?

 

[ffarah]

I am looking at that now, but it seems to be a bit more of a CTI installation than I actually need. I wanted a simple interface with TAPI like you can get with Outlook, GoldMine and other CRM type systems
frank

 

[Jay Converse]

Here's a posting I found on the Sage site:

"CRM's CTI plugin is TAPI compliant (

http://sagecrmtraining.blogspot.com/2006/12/cti-and-tapi.html)

so if the Telephony server is TAPI then everything should be fine. In theory. But you will have to test this to be certain."

 

[ffarah]

Thanks. I'll take a look and see if I can get it set up. Is the CTI plug an extra or is it included as part of CRM?
frank

 

[Jay Converse]

Sorry, don't know, none of my clients have asked for CTI.