Altigen MAXCS 7.0 MaxAgent Manual de usuario descargar pdf (Pagina 78)

72 MaxAgent Manual

CRM Integration

MaxAgent can access phone numbers from your Microsoft Outlook,

Outlook Express, ACT!, or GoldMine® database. During

installation, the install program reads which applications you have

installed on your computer.

Configure CRM integration in the Configuration window’s

Integration screen:

Use Database Selector—Check this to allow integration of your

company’s CRM database with MaxAgent, then select your CRM

program from the Select current database drop-down list.

Update database when click “OK” button—When you check

this, MaxCS refreshes the data MaxAgent accesses from the

database.

Note: If you select Outlook, MaxCS will load all the subfolders and

data in your main Contacts folder, which will take a few

moments. Once the data is loaded, you can close the

Configuration window, reopen it, and click Select Folder,

which now appears, to choose which Contacts subfolders

you want to use.

For Screen Pop—Check this if you want a contact’s contact page

to pop up when you get a call from that contact.

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Altigen MAXCS 7.0 MaxAgent Manual de usuario Pagina 78