Search Criteria - Dial_IT

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Search Criteria

Functions	Description
Phone Numbers	Select the ACT! fields to be used for outbound calls. You can select particular or all listed fields. We recommend, however, not to use a fax or a pager number. The selected fields are displayed in the Call a Contact Popup window. Having created a new field for a phone number in your ACT! databank you can select it and use it for this function. Inbound calls use all phone fields (e.g. Fax-numbers), independent of the here selected fields so that you can identify the contact also if the phone field had not been selected. Note: If a field is not displayed although phone numbers had been allocated there, please check whether this field really is a phone field.
	Define here a Standard Phone Field. This phone field will be "allocated in advance", i.e. if there are several numbers for a contact, this phone field is tagged and you can dial this number with a click. But you still have a possibility to dial any other listed number .
	This function is for USA / Canada. E.g. your contact works in a company and has his own extension so you can reach this person right away if you use the extension. Click the "Use extension" box if you have entered a direct dial number under phone number in your ACT! databank. This serves as an alternate phone field and replaces the last digits of the phone number entered in the field phone number. Example: Mary: 31... 31... Joanna: 31... 31... Mike: 31... 31... Enter in ACT! as on the following example to use this function properly: Phone: 314 ... 314 ... App.:2227 (Example for Joanna) The last 4 digits will be replaced here with the 4 digits of the direct dial number. This function will only work if the direct dial number of the switch has the same number of digits as the direct dial numbers.
	If this function is activated no PopUp window will be opened for contacts with only one phone number. The existing number will be dialed straight away. This function overwrites the speed dial function if it is activated. Note: This option is available if you use Dial IT only with Skype (Basic) or only with a TAPI-phone(system) (Standard). If you use Dial IT Advanced (TAPI and Skype) this function is not available because you need to select whether you want to call the contact via your phone or via Skype.
Minimum Length Caller ID	Selecting Minimum Length Caller ID instructs the Dial IT interface to ignore all numbers having less than here defined number of digits.
Minimum number of matching digits 0 means the entire number	Enter the minimum amount of matching numbers so that the Contact detail is displayed. Example: The main number to contact the switch is 089 382-0. Your contact has the direct dial number 089 ... 089 ... that was allocated in your ACT! databank. If you call via switch or his secretary or if you are called, Dial IT will not display his contact detail. In order to identify a contact in spite of that you can define here the amount of matching numbers to find a contact. 6 digits would here be helpful as all contact numbers starting with 089382 would be searched.
Show only exact found records	Activation of this function only shows contact details matching the number exactly.
	For all Contacts having several phone numbers, select here a phone number field that then will always be dialed directly without opening the Call a Contact PopUp window. E.g. you can set main phone number or mobile phone number to be dialed this way.
Repair phone field values	This option is helpful when you import phone numbers to your ACT! database or use converted ACT! database. It "repairs" your phone numbers and makes them compatible for using with Dial IT. Before you use this function please make a backup of your database *This function is only available if you are logged in as administrator!* Open the Config of Dial IT Go to the tab 'phone numbers' Click on the button 'Repair Phone field values' Your phone numbers will be checked and repaired for using in Dial IT The formatting of your phone numbers will still be the same in your ACT! mask - this function only works within the system.