Panasonic KX-NCP Series Quick Reference Manual page 10

Note
If the Exchange User Account input area is greyed out, the user name must be entered using CA Web
Manager for CA Server. For details, contact your system administrator.
4.
Click New to add a schedule keyword and associated presence from the Function List. For example, enter
the schedule keyword, "meeting" and specify the presence "In a meeting". You can repeat this step to add
multiple schedule keywords.
You can create up to 40 keywords. The priority of keywords is determined by their order in the list, from
top to bottom. If the text of a scheduled event has more than one keyword, your presence will change
according to the highest priority keyword. Select an entry and click Move Up or Move Down to change its
priority, or select an item and click Edit or Delete to modify or remove entries.
5.
Click OK.
6.
Settings must be made for your Exchange calendar so that it can be viewed by the Exchange server
administrator:
a.
In the calendar view of Microsoft Outlook, in the My Calendars column, right-click Calendar, and then
select Properties... from the menu.
b.
Select the Permissions tab.
c.
Click Add. A list of Exchange accounts will be displayed.
d.
Select the account name of your Exchange server administrator from the list, click Add®, and then
click OK. If you are unsure of your administrator's account name, contact your administrator.
e.
With the administrator account selected in the Permissions tab, change Permission Level to
Reviewer, and then click OK.
TAPI Interface
You can make calls directly from CRM (Customer Relationship Management) software using TAPI. CA
Basic-Express users cannot use CRM software with CA.
3rd-party CRM Integration
CRM features differ according to the software package used, but some or all of the following features will be
available when the software is integrated with CA:
–
For incoming calls, a pop-up window with CRM database customer information is displayed according to
the caller ID information received by the PBX.
–
Calls can be made from CA using the calling functions within the CRM software.
To use these features:
•
Dedicated middleware is required.
•
CRM software is required.
For information about middleware and supported CRM software types, contact your dealer.
Microsoft Outlook Integration
You can integrate CA Client with Microsoft Office Outlook
Client, if you select to add call functions to Outlook, a toolbar will be added to Outlook. The toolbar offers many
of the call features of CA Client.
Note
•
When you first run Outlook after installing the CA Client toolbar, a dialogue may be displayed asking
"Are you sure you want to install this customization?". For the warning, the "From" field will include your
local installation path for CA Client. If this dialogue is displayed, click Install.
•
The following examples are taken from Microsoft Outlook 2010. The display may vary according to
your software version and display settings.
10 Quick Reference Guide
2003/2007/2010. During the installation of CA
®