Installing Act! 3.0 - Toshiba strata CT Installation & Maintenance Manual

Computer Telephony Integration
When calls are transferred from one phone to another, the first call to the CTI phone is an
"Intercom Consultation Call". The Caller ID for this call is the internal station number of the
transferring station. If this station were a number such as extension 214, then the first Caller
ID attempted in ACT! will be for an Area Code 214, and all records selected will be from this
Area Code. When the call is finally transferred, then the Caller ID will be sent a second time
with the number from the outside caller. If this number is not within the 214 Area Code,
ACT! will not find a match.
To fix this problem, use the Strata CT System Administration capabilities to create LCD
names on phones used for call transfers. By creating an LCD name that contains a name, (or
a name and number if no space character appears between the name and number), this causes
TAPI to send a Caller ID name only and not a number. This stops StrataLink from sending
the "screen pop" event on the intercom call and only sends it when the outside call is finally
transferred to the station.
Please note that ACT! software has the following limitations:
StrataLink addresses many of these issues and provides capabilities to flexibly control these
events.
H

Installing ACT! 3.0

Step 1: Install the Toshiba StrataLink/TAPI Service Provider
Insert the first diskette of the two diskettes set in Drive A: select Run ... from either File main
menu of Windows 3.1x or under the Start button for Windows 95 and enter A:Setup. The
installation Wizard will direct you in installing the software. Toshiba recommends that
C
StrataLink be included in the start-up process of the PC. This will have StrataLink always
working on the desktop and the user only needs to start ACT! to be operational.
Step 2: Install ACT! 3.0
Use the software installation instructions provided by Symantec, Inc.
Step 3: ACT! Settings
To set-up ACT! 3.0 for use with StrataLink
1.
2.
3.
4.
Location refers to the Windows Location Parameters established in Telephony Set-up. These
are used to determine PBX dial codes to be inserted prior to dialling the number.
5.
9-44
N
"EVERYONE" must be selected to handle multiple calls.
N
ACT! treats all line buttons equally.
N
ACT! does not provide information on held calls; it only provides automatic screen
pops for Call Ringing events.
From the main menu, select Edit, Preferences.
Select the Dialler tab. Then check Use dialler.
Under Dialler settings, select Toshiba DKT TSPI as the modem.
Choose a Location.
Make sure that Lookup Caller using Caller ID must be OFF (not checked).
Strata CT I&M Manual October 2000