Integration with goldmine 4.0 and act! 3 & act! 4 – Cadence Telephony User Manual

Page 102

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User’s Guide

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Integration with Goldmine 4.0 and ACT! 3 & ACT! 4:

The NexDial program, when running, will contact Goldmine and ACT!, if they are also running, and initiate
a database look-up based on the Caller ID. Goldmine will popup a dialog box informing the user that an
incoming call is available, and indicate if it is found in the database. It allows the user to decide if the con-
tact record should be accessed. ACT! does not pop-up a dialog box, but silently selects the contact record if
the caller ID is found in the database.

Note

Caller ID (number and/or name) must be subscribed to from your telephone company in order for it to
be available to the NexPath system and NexPath software programs. In most locations in North
America, it is not a standard feature but a special service only available as an extra monthly charge.
Contact your local phone company for details.

NexDial must be running (it does not matter if it is iconified or not) for the caller ID look-up interface to
these versions of Goldmine or ACT! to be functional.

To dial a call from Goldmine, ACT!, or Outlook, you must install the NexPath TAPI service provider, as
described in the chapter Installing the NexPath TAPI 2.1 Service Provider starting on page 129. Note that
TAPI is not required to run just NexDial. It is only required to use Goldmine, ACT!, or Outlook.

The NexDial caller ID interface to Goldmine and ACT! is provided since the caller ID interface from TAPI
either is non-functional or is not implemented by these programs. The interface to Goldmine and ACT! has
only been tested and verified on the versions mentioned above.

user.bk Page 92 Wednesday, March 7, 2001 10:34 AM

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