Altigen MAXCS 7.5 MaxAgent Manual de usuario descargar pdf (Pagina 80)

74 MaxAgent Manual

CRM Integration

MaxAgent can access phone numbers from your Microsoft Outlook,

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

tion, the install program reads which applications you have in-

stalled 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.

Private Folder Only – If an organization has many large public

contact folders for outlook, users can eliminate the time it takes to

synchronize all of those folders by checking a new option. Check

the Private Folder Only checkbox to synchronize only the Private

Contact folder. Clear the checkbox to also synchronize Public

Contact folders.

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.

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Altigen MAXCS 7.5 MaxAgent Manual de usuario Pagina 80