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“. Phone Assistant (Ver.1.6) KX-NCS1101/KX-NCS1105 KX-NCS1110/KX-NCS1199 KX-NCS1201/KX-NCS9101. Panasonic Communications Co., Ltd. Office Network Company. “. Supported Operating System. Windows 2000 Professional Windows XP Professional Windows Server 2003 Standard Edition. “.
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“ Phone Assistant(Ver.1.6)KX-NCS1101/KX-NCS1105KX-NCS1110/KX-NCS1199KX-NCS1201/KX-NCS9101 Panasonic Communications Co., Ltd. Office Network Company
“ Supported Operating System • Windows 2000 Professional • Windows XP Professional • Windows Server 2003 Standard Edition
“ PA Ver.1.6 Improvements • CRM Integration (TAPI) • Make a call from Chat Window • Other improvements
“ CRM Integration (TAPI)
Client PC Server PC Outlook IPSoftphone TAPIAppli PA Server PA I/F (Server) PA Pro PAStatus TAPITSP PA Pro License PA Pro License PA I/F (Client) “ CRM Integration (TAPI) <Conditions for TAPI>Since main purpose is link to other data base or phone directory,Only basic features are supported, as well as Outlook Tool bar. - Making call - Incoming call information with caller ID, DDI and CO Number - Answering incoming call - Drop call *) PA Pro license is required. PCC-ONC is testing this features using Goldmine, Act and Twixtel.
“ Goldmine configuration procedure for 1st Party TSP for PA To configure Goldmine for 1st Party TSP for PA, we used: OS: Windows XP: TAPI Link for Goldmine Add on Goldmine version: 6.0
“ TAPI link for Goldmine configuration procedure: <Step 1> Start PA Server, connect a PA_PRO client (as extension 3002) to PA Server and start 1st Party TSP for PA. Open TAPI Link for Goldmine application:
“ TAPI link for Goldmine configuration procedure: <Step 2> Open Goldmine Application. <Step 3> Add a contact with Phone2: 3005. <Step 4> Double Click the Phone2 of the contact to make a call to the Phone2 number.
“ TAPI link for Goldmine configuration procedure: <Step 5> Select from menu to dial to Phone2
“ TAPI link for Goldmine configuration procedure: <Step 6> Dial from Dialer application: -using keys and dial button -using P2 button <Step 7> While the call is in ringing or connected state, the call can be dropped by application, by double click Phone2, Push P2 button in Dialer, or pressing On Hook button on dialer.
“ TAPI link for Goldmine configuration procedure: <Step 8> When the phone is idle, and a call is received the Dialer application shows that call. It can be answered by pressing Answer button, Pushing P2 button, double clicking Phone2 form Contact or selecting Dial to Phone2 from menu.
“ TAPI link for Goldmine configuration procedure: <Step 9> After outside party is on hook Dialer is in Disconnected state.
“ Panasonic PA 1st Party TSP for ACT! 9.0 with ACT!Tapi.NET addon Environment: ACT! by Sage 2007 (9.0) Version 9.0.1.162 Addon: TAPI.NET for ACT! , source: http://www.actaddons.com/products/2005/act_tapi_net.asp OS: Windows 2000. Panasonic PA 1st Party TSP.
“ Addon configuration: <Step 1> Start PA_PRO Client and Panasonic PA 1st Party TSP. <Step 2> After ACT!9.0 installation and configuration, set ACT not to use ACT Dialer:
“ Addon configuration: <Step 3> Download ACT!Tapi.NET addon (www.actaddons.com) and install it. <Step 4> Go to TAPIConfiguration: <Step 5> Configure the TAPI Device and TAPI Provider : <Step 6> Press [OK] to save the settings.
“ Make calls using TAPI addon: <Step 1> Go to TAPI Call a Contact. <Step 2> Make a call to a contact by pressing “123” button:
“ Make calls using TAPI addon: <Step 3> Drop the call by pressing Hang Up:
“ Make calls using TAPI addon: <Step 4> A call in offering state, a pop-up is displayed: <Step 5> Answer the call manualy by PT operation. The call state is connected, the icon is green: <Step 6> Drop the call same as Step 3.
“ Making lineDial: • When having a call in connected state, press TAPI Call a Contact button and input in the a number (example: “ 12”) in the Phone Number field (in Call Contact dialog) and press the call button. • 2. When making a call by TAPI Call a Contact button with half of destination address “12” , go to TAPI Call a Contact button againg and input in the Phone Number field “3” and press the call button, it will make a call to extension 123.
“ How to dial on Outlook using Panasonic PA 1st Party TSP feature
“ How to dial on Outlook using Panasonic PA 1st Party TSP feature <Step 0> Start PA Client and login by your user. <Step 1> Operate right click on item that you want to call, and select ‘Call Contact…’.
“ How to dial on Outlook using Panasonic PA 1st Party TSP feature <Step 2> After following Dialog, please click ‘Dialing Options…’ button. (This is first operation only on Outlook.)
“ How to dial on Outlook using Panasonic PA 1st Party TSP feature <Step 3> Select PCC PBX Line Device on Connect using line field. (PCC PBX Line Device is EXTnnnn. nnnn is Extension Number using on PA Client)
“ How to dial on Outlook using Panasonic PA 1st Party TSP feature <Step 4> That Device Line may need to scroll on Pull Down List.
“ How to dial on Outlook using Panasonic PA 1st Party TSP feature <Step 5> After selected PCC PBX Line Device, please click ‘OK’ button.
“ How to dial on Outlook using Panasonic PA 1st Party TSP feature <Step 6> When you click ‘Start Call’ button, you will be able to call from Extension using PA Client.
“ Make a call from Chat Window
“ Make a call from Chat Window Switch communication from chat to telephone talk by one click. Start Extension Call. <Problem Fix at PA V1.6> - Sometimes user does not notice received chat message, when user clicks other application just after PC received chat message. - During waiting next chat message, if user opens other application, it is difficult to notice the next message. Chat window displays as “Always Top”. Minimize to task bar is possible.
“ Other improvements
“ Other Improvements • PA V1.6 supports E1/T1. 2. The “History” function for users of 5 digits extension is available at PA V1.6.
“ Up-grade from old version
“ Up-grade from old version Server PC with old version Every Client PC with old version PA 1.6 Server Setup - PA Server - PA Services - PA Manager - PA Database PA 1.6 Client Setup - PA and PA Status - PA IP-Softphone Plug-in Just Overwrite Just Overwrite Original Licenses will be maintained. License Registration Please up-grade the Server and all Client software to Ver.1.6 at the same time. Start PA client software
“ Thank you very much !