CloudCall for Salesforce- Quick Start Guide. CloudCall for Act! CRM Quick Start Guide
|
|
- Jade Dalton
- 8 years ago
- Views:
Transcription
1 CloudCall for Salesforce- Quick Start Guide CloudCall for Act! CRM Quick Start Guide 26/01/2015
2 Plugin Overview About SYNETY SYNETY is a leading cloud- based software and communications company that develops and provides CloudCall solutions. Our solutions allow companies to fully integrate their telecommunications systems into their existing CRM software, with the aim of ultimately improving efficiency and reducing costs. Prerequisites In order to make use of this plugin you will require either a CloudCall Click or CloudCall Contact Centre account. You will need to have Act! installed on your PC if running Act! (Desktop) or on the server if running Act! (Web). You will need to have local administrator rights to install the Synety Act! CRM plugin on your PC. If running Act! Desktop you will need to install the Synety Act! (Desktop) Plugin onto your PC. (Installation details below). If running the Act! Web you will first need to install the Synety Act! (Desktop) Plugin on the server where Act! Is installed, and you will then also need to install the Synety Act! (Web) Plugin on the same server. (Installation details below). Supported Features Click To Call Call Logs & Call Recording Playback Add & View Call Notes Set & View Call Categories Schedule Follow Up Call Inbound Screen Pop Call Transfer* Conference Calling* Monitor, Whisper and Barge* ACD and Progressive Dialler (CloudCall Campaigns)* CRM Sync These features are only available in the non- integrated version of CloudCall at this time. We are working on a timescale on when these features will be available with the Act! Integration. 2
3 Installation of Act! (Desktop) plugin Download Plugin To download the CloudCall Click and Contact Centre Plugin for Act! go to the Synety Portal. Login into the Portal using your credentials, select Software, and then Applications / CRM Plugins from the left hand menu. You will now be presented with a full list of all CRM integration plugins available. Search for Act! and you will be presented with a list of all plugins available for that product. Install Plugin To install the plugin you require, select the more information button on the Act! (Desktop) plugin. 3
4 Select the Installation URL. This will allow you to Run or Save to your PC. Once saved, Click on the file and select Run and the following wizard will start. Your installation directory will remain as the default for the Installation of ACT! CRM desktop plugin. Once the wizard has completed the plugin has been installed. Launch Act! CRM 4
5 Installation of Act! (Web) plugin Download Plugin To download the CloudCall Click and Contact Centre Plugins for Act! Web, go to the Synety Portal. Login into the Portal using your credentials, select Software, and then Applications / CRM Plugins from the left hand menu. You will now be presented with a full list of all CRM integration plugins available. Search for Act! and you will be presented with a list of all plugins available for that product. Install Plugin To install the plugin you require, select the more information button on the plugin you require. 5
6 For Act! Web you will first need to install the Synety Act! (Desktop) Plugin on premise server where Act! Is installed, and you will then also need to install the Synety Act! (Web) Plugin on the same server. Select the Installation URL. This will allow you to Run or Save to your PC. Once saved, Click on the file and select Run and the following wizard will start. Act! (Desktop) plugin needs to be installed in a specific location of on premise server i.e. instead of \Act\Act for Windows directory, it should be installed in \Act\Act for Web directory. Click on browse button and select the Act Web directory on premise server. 6
7 Once the wizard has completed the Act! (Desktop) plugin on premise server for ACT! Web has been installed. Note: Once the installation of the desktop plugin is finished, run the Act! CRM on premises server once so that it configures itself properly with the desktop plugin. A successful login is needed at this point. Log out from the Act! CRM. 7
8 Extract CloudCall Click & Contact Centre for Act! Web CRM files from the compressed (.zip) file, Click on the file and select Run and the following wizard will start. Your installation directory will remain as the default for the installation of Act! Web plugin. Once the wizard has completed the plugin has been installed. Launch Act! CRM Web. 8
9 Configuration Configuring Users Now that the Act! CRM plugin is installed, we need to configure your settings. Select Manage CloudCall Users from the Tools drop down and select your Act! User. Enter your CloudCall User ID, password, country and country prefix code. Only UK and US settings are currently available. 9
10 Complete the call options screen to enable and mandatory field input when completing call notes and to enable call recording control so that call recordings can be paused and resumed. Complete the call notifications screen Note To enable inbound call notifications you must select Call Notifications. Use the CLI drop down to select which areas of Act! will be searched to match the inbound number. Ensure that both your account number and extension number are both entered into the Screen Pop Exception List. 10
11 Finish and restart Act! Using CloudCall Making a Call You can make calls from Contacts, Groups, Companies, Opportunities, Task List and Calendar using one of the following icons: Call Icon at the top of the screen Icon found with sub tabs i.e. contacts within groups CloudCall Click which will be found listed in sub menu s by right clicking on a calendar event. Each method will open the make call window. Once the call is completed, add your category, notes and if required schedule a follow up with the contact. 11
12 Call History and Call Recordings All call history information when the call is completed is stored inside the CRM system and can be found under history tabs. This is the case for Contacts, Groups, Companies and Opportunities. History List presents you with a full list of all calls across your customers. Double Click the call to access the detailed notes. If you d like to replay the call, select the item you wish to playback, then hit the the history tab. button. This button can be found in Contacts, Companies, Groups and Opportunities under This will then open the playback recording dialogue. Play and Pause the recording at your convenience. Once complete, close the window. 12
13 Getting Help Subscribe to our YouTube Channel or visit SYNETY Support Page and watch easy to follow how- to videos for CRM integrations Support Hours Support are available from 08:30 18:00, Monday to Friday UK Tel: +44 (0) US Tel: You can also log a case from your Synety Portal- Contact s Sales Department: sales@synety.com Technical Support: support@synety.com API Support: api@synety.com Accounts Department: accounts@synety.com Number Porting: porting@synety.com US Contact s Sales Department: us.sales@synety.com Technical Support: us.support@synety.com API Support: api@synety.com Accounts Department: us.accounts@synety.com Number Porting: porting@synety.com Follow our Twitter Support Follow our LinkedIn 13
CloudCall for Salesforce- Quick Start Guide. CloudCall for Dynamics CRM Quick Start Guide
CloudCall for Salesforce- Quick Start Guide CloudCall for Dynamics CRM Quick Start Guide 22/03/2015 Plugin Overview About SYNETY SYNETY is a leading cloud- based software and communications company that
More informationCloudCall for Salesforce- QuickStart Guide. CloudCall for Salesforce. Quick Start Guide. ver 2.1 Nov 2013
&Click CloudCall for Salesforce Quick Start Guide ver 2.1 Nov 2013 1 Salesforce CRM CloudCall Plugin Overview Company Overview CloudCall for Salesforce- QuickStart Guide SYNETY is a UK based provider of
More informationSOLGARI CLOUD BUSINESS COMMUNICATION SERVICES CLOUD CONTACT CENTRE MICROSOFT DYNAMICS INTEGRATION
SOLGARI CLOUD BUSINESS COMMUNICATION SERVICES CLOUD CONTACT CENTRE MICROSOFT DYNAMICS INTEGRATION APRIL 2015 Microsoft Dynamics CRM Integration The Solgari CRM Integration module provides out of the box
More informationInstallation Guide. Research Computing Team V1.9 RESTRICTED
Installation Guide Research Computing Team V1.9 RESTRICTED Document History This document relates to the BEAR DataShare service which is based on the product Power Folder, version 10.3.232 ( some screenshots
More informationProduct Overview & Quick Start Guide
Product Overview & Quick Start Guide Table of Contents Sage CloudCall Plugin Overview 1 Company Overview 1 Product Overview 1 How to order CloudCall Click 2 Sage CloudCall - Administration Guide 3 Installation
More informationTable of Contents. CallPro CRM CloudCall Plugin Overview 1 Company Overview 1 Product Overview 1 How to order CloudCall Click 2
Table of Contents CallPro CRM CloudCall Plugin Overview 1 Company Overview 1 Product Overview 1 How to order CloudCall Click 2 CallPro CRM CloudCall - Administration Guide 3 Installation & Configuration
More informationConfiguring the Samsung SDS CellWe EMM cloud connector
Appendix 3 Configuring the Samsung SDS CellWe EMM cloud connector This appendix explains how to use the Samsung SDS CellWe EMM cloud connector configuration program to configure and monitor your cloud
More information8x8 Click2Pop User Guide
USER GUIDE 8x8 User Guide Getting Started with April 2014 Contents Introduction... 3 What s new.... 3 8x8.... 3 Here is how works...4 8x8 Click2Connect.... 4 Requirements.... 4 Installation on Microsoft
More informationSetting up VMware ESXi for 2X VirtualDesktopServer Manual
Setting up VMware ESXi for 2X VirtualDesktopServer Manual URL: www.2x.com E-mail: info@2x.com Information in this document is subject to change without notice. Companies, names, and data used in examples
More informationActive Directory Integration for Greentree
App Number: 010044 Active Directory Integration for Greentree Last Updated 14 th February 2013 Powered by: AppsForGreentree.com 2013 1 Table of Contents Features... 3 Options... 3 Important Notes... 3
More informationProduct Overview & Quick Start Guide
Product Overview & Quick Start Guide Table of Contents Microsoft Outlook CloudCall Plugin Overview 1 Company Overview 1 Product Overview 1 How to order CloudCall Click 2 Microsoft Outlook CloudCall - Administration
More informationHow to Use JCWHosting Reseller Cloud Storage Solution
How to Use JCWHosting Reseller Cloud Storage Solution Go to https://www.internetspace.co.za and log in with your Cloud Reseller account username and password. How to Use create a cloud account for your
More informationProduct Overview & Quick Start Guide
Product Overview & Quick Start Guide Table of Contents Dynamics CRM CloudCall Plugin Overview 2 Company Overview 2 Product Overview 2 How to order CloudCall Click 3 Product Screenshots and descriptions
More informationPro Surveillance System 4.0. Quick Start Reference Guide
Pro Surveillance System 4.0 Quick Start Reference Guide 1 Table of Contents 1) Overview 3 2) Initial Setup Adding a Connection..4 3) Viewing Live Cameras...6 4) Single or Multi Channel Playback..8 5) Predetermined
More informationUsing Internet or Windows Explorer to Upload Your Site
Using Internet or Windows Explorer to Upload Your Site This article briefly describes what an FTP client is and how to use Internet Explorer or Windows Explorer to upload your Web site to your hosting
More informationVirtual Office Remote Installation Guide
Virtual Office Remote Installation Guide Table of Contents VIRTUAL OFFICE REMOTE INSTALLATION GUIDE... 3 UNIVERSAL PRINTER CONFIGURATION INSTRUCTIONS... 12 CHANGING DEFAULT PRINTERS ON LOCAL SYSTEM...
More informationVERIPATROL Client User Guide
Version 3.2.2.0 VERIPATROL Client Overview VERIPATROL is a secure software system for the storage, retrieval and management of video files from VIEVU cameras. This guide describes how to operate the VERIPATROL
More informationProduct Overview & Quick Start Guide
Product Overview & Quick Start Guide Table of Contents Bullhorn CRM CloudCall Plugin Overview 1 Company Overview 1 Product Overview 1 How to order CloudCall Click 2 Bullhorn CRM CloudCall - Administration
More informationCRM-Bridge User Guide. Version 2.0 + Page 1 www.crm-bridge.com. 2011 B. Software Consulting, Inc. All Rights Reserved.
Version 2.0 + Page 1 Table of Contents Table of Contents... 2 Requirements... 3 Installation... 4 Running CRM-Bridge... 4 Licensing CRM-Bridge... 4 Configuration... 5 Application Settings... 5 Dial Settings...
More information1. Open the preferences screen by opening the Mail menu and selecting Preferences...
Using TLS encryption with OS X Mail This guide assumes that you have already created an account in Mail. If you have not, you can use the new account wizard. The new account wizard is in the Accounts window
More informationTSM for Windows Installation Instructions: Download the latest TSM Client Using the following link:
TSM for Windows Installation Instructions: Download the latest TSM Client Using the following link: ftp://ftp.software.ibm.com/storage/tivoli-storagemanagement/maintenance/client/v6r2/windows/x32/v623/
More informationFileCruiser. Desktop Agent Guide
FileCruiser Desktop Agent Guide FileCruiser Desktop Agent Guide Contents Contents Getting Started with FileCruiser 1 Using the FileCruiser Agent 2 Desktop Shortcut 2 Log in to FileCruiser Agent 3 Using
More informationHow to install and use the File Sharing Outlook Plugin
How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.
More informationOmniquad Exchange Archiving
Omniquad Exchange Archiving Deployment and Administrator Guide Manual version 3.1.2 Revision Date: 20 May 2013 Copyright 2012 Omniquad Ltd. All rights reserved. Omniquad Ltd Crown House 72 Hammersmith
More informationPC Installation Documentation for the Instant Messaging and MeetingPlace Features of Your New Telephone
Copy: cupc Admin ffr.7 0 2 k9_enu.zip, from: R:\Cisco\PC Client\VOIP Client PC Installation Documentation for the Instant Messaging and MeetingPlace Features of Your New Telephone Your new telephone is
More informationActive Directory Syncing
User Guide Page 1 of 7 This document, in whole or in part, must not be reproduced in any form without the express written permission of 1.0 Introduction The Add-On Tool makes it easy to create users and
More informationCommport FTP Client Set-up
Commport FTP Client Set-up Instructions for downloading and installing the Commport FTP Client. Version 1.2 Commport Communications International, inc. May 2013 Download from Commport Website: http://www.commport.com/documents/commportftpclientsetup.zip
More informationPrimavera P6 Professional Windows 8 Installation Instructions. Primavera P6. Installation Instructions. For Windows 8 Users
Primavera P6 Installation Instructions For Windows 8 Users 1 IMPORTANT: READ THESE INSTRUCTIONS CAREFULLY AND FOLLOW THEM EXACTLY. The following is provided for your convenience only. Ten Six Consulting
More informationMicrosoft Office 365 with MailDefender
(PC) for Microsoft Office 365 with MailDefender V1.0 Contents 1 Logging in to the Office 365 Portal... 3 1.1 Outlook Web Access Exchange & Lync... 3 1.2 Team Site SharePoint Online... 3 2 Configuring your
More informationSetup guide. TELUS AD Sync
Setup guide TELUS AD Sync June 2013 TELUS AD Sync User Guide. The AD Sync Tool must be downloaded onto your organization s Domain Controller. Please call TELUS at 1 877 846 4456 to have this feature provisioned
More informationInteract for Microsoft Office
Interact for Microsoft Office Installation and Setup Guide Perceptive Content Version: 7.0.x Written by: Product Knowledge, R&D Date: October 2014 2014 Perceptive Software. All rights reserved Perceptive
More informationXenApp/Citrix Program Neighborhood Installation
1. Download the XenApp Plugin (Citrix Presentation Server) Client Package Version 11.0 for Hosted Apps. Click on this LINK to obtain it. Once prompted, click RUN 2. 3. Save the file to your desktop. Once
More informationSuperOffice AS. CRM Online. Installing the Citrix Online Web plug-in
SuperOffice AS CRM Online Installing the Citrix Online Web plug-in Index Introduction... 3 Prerequisites... 3 Considerations... 3 FOR WINDOWS USERS:... 4 Download the installation package... 4 Installing
More informationOneLogin Integration User Guide
OneLogin Integration User Guide Table of Contents OneLogin Account Setup... 2 Create Account with OneLogin... 2 Setup Application with OneLogin... 2 Setup Required in OneLogin: SSO and AD Connector...
More informationOnly LDAP-synchronized users can access SAML SSO-enabled web applications. Local end users and applications users cannot access them.
This chapter provides information about the Security Assertion Markup Language (SAML) Single Sign-On feature, which allows administrative users to access certain Cisco Unified Communications Manager and
More information8x8 Virtual Office Click2Pop for eagent Setup Guide
8x8 Virtual Office April 2012 Table of Contents 8x8 Click2Pop for eagent... 3 8x8 Click2Pop provides eagent CRM with two functions:... 3 Requirements.... 3 Installation... 3 Start the Application and Integrate
More informationStore & Share Quick Start
Store & Share Quick Start What is Store & Share? Store & Share is a service that allows you to upload all of your content (documents, music, video, executable files) into a centralized cloud storage. You
More informationContents. Copyright 2011 FilesAnywhere.com All Rights Reserved
Contents Introduction... 3 What You Can Do with CoolBackup... 3 Upgrade from Regular to Professional... 3 Quick Start - Installation... 4 Step 1. Download CoolBackup... 4 Step 2. Start the Installation...
More informationUSER GUIDE FOR DIGITAL CERTIFICATE
USER GUIDE FOR DIGITAL CERTIFICATE If you encounter any problem and no solution can be obtained from the USER GUIDE FOR DIGITAL CERTIFICATE, please contact our hotline at 03-8992 8888 or customercare@digicert.com.my
More informationWindows 7 Hula POS Server Installation Guide
Windows 7 Hula POS Server Installation Guide Step-by-step instructions for installing the Hula POS Server on a PC running Microsoft Windows 7 1 Table of Contents Introduction... 3 Getting Started... 3
More informationInstalling Remote Desktop Connection
SETTING UP YOUR REMOTE DESKTOP This section will assist you in setting you Remote Desktop Connection. This will allow you to create an icon for easy access to your virtual desktop. DISCLAIMER: All images
More informationShaw Business. Auto-Attendant User Guide
Shaw Business Auto-Attendant User Guide Contents Steps to Setup an Auto-Attendant... 3 Plan your Auto-Attendant structure...4 Prepare custom greetings for each menu and sub-menu... 5 Providing Custom greetings
More informationSetting up Citrix XenServer for 2X VirtualDesktopServer Manual
Setting up Citrix XenServer for 2X VirtualDesktopServer Manual URL: www.2x.com E-mail: info@2x.com Information in this document is subject to change without notice. Companies, names, and data used in examples
More informationFax User Guide 07/31/2014 USER GUIDE
Fax User Guide 07/31/2014 USER GUIDE Contents: Access Fusion Fax Service 3 Search Tab 3 View Tab 5 To E-mail From View Page 5 Send Tab 7 Recipient Info Section 7 Attachments Section 7 Preview Fax Section
More informationSimple, Secure User Guide for OpenDrive Drive Application v1.2.0.4 for OS-X Platform 20150501 May 2015
Simple, Secure User Guide for OpenDrive Drive Application v1.2.0.4 for OS-X Platform 20150501 May 2015 Table of Contents Logging into the Drive Application 4 Log In Sign Up Access the Drive Application
More informationThe FlexiSchools Online Order Management System Installation Guide
The FlexiSchools Online Order Management System Installation Guide Installation Pack Welcome to the FlexiSchools system. You will have received a disc containing: Zebra Drivers FlexiSchools Online Order
More informationXopero Backup Build your private cloud backup environment. Getting started
Xopero Backup Build your private cloud backup environment Getting started 07.05.2015 List of contents Introduction... 2 Get Management Center... 2 Setup Xopero to work... 3 Change the admin password...
More informationContents First Time Setup... 2 Setting up the Legal Vault Client (KiteDrive)... 3 Setting up the KiteDrive Outlook Plugin... 10 Using the Legal Vault
Contents First Time Setup... 2 Setting up the Legal Vault Client (KiteDrive)... 3 Setting up the KiteDrive Outlook Plugin... 10 Using the Legal Vault Outlook Plugin... 13 Using KiteDrive to Send Large
More informationTWO WAYS TO SCHEDULE A SCOPIA VIDEO CONFERENCE BASED MEETING. 1- SCOPIA USER PORTAL 2- OUTLOOK SCOPIA MEETING PLUG-IN
TWO WAYS TO SCHEDULE A SCOPIA VIDEO CONFERENCE BASED MEETING. 1- SCOPIA USER PORTAL 2- OUTLOOK SCOPIA MEETING PLUG-IN USING IVIEW SCOPIA USER PORTAL TO SCHEDULE A MEETING: GO TO: http://iview.utoledo.edu:8080/
More informationHow To Use Touchtone.Com'S Digital Phone Service Web Portal User Guide (For Ip Phones) On A Pc Or Ip Phone (For A Cell Phone) On Pc Or Mac) On Your Ip Phone On A Mac Or Ip Cell Phone On
Digital Phone Service Web Portal User Guide TouchTone provides subscribers an easy-to-use Web-based administrator portal to help manage your IP phone s features and call routing functions. In this document
More informationSoftware Licensing Management North Carolina State University software.ncsu.edu
When Installing Erdas Imagine: A.) Install the Intergraph License Administration Tool because this provides you with the license for the product so that it can actually run on your machine B.) Secondly,
More informationCloudCTI Recognition Configuration Tool Manual
CloudCTI Recognition Configuration Tool Manual 2014 v1.0 Contents Recognition Configuration Tool... 2 Welcome to the Recognition Configuration Tool... 2 Getting started... 2 Listed applications... 4 Other
More informationQsync Install Qsync utility Login the NAS The address is 192.168.1.210:8080 bfsteelinc.info:8080
Qsync Qsync is a cloud based file synchronization service empowered by QNAP Turbo NAS. Simply add files to your local Qsync folder, and they will be available on your Turbo NAS and all its connected devices.
More informationSysAid Remote Discovery Tool
SysAid Remote Discovery Tool SysAid Release 7 Document Updated: 27-Apr-10 SysAid Remote Discovery Tool The SysAid server comes with a built-in discovery service that performs various network discovery
More informationDefender 5.7 - Token Deployment System Quick Start Guide
Defender 5.7 - Token Deployment System Quick Start Guide This guide describes how to install, configure and use the Defender Token Deployment System, based on default settings and how to self register
More informationMiraCosta College now offers two ways to access your student virtual desktop.
MiraCosta College now offers two ways to access your student virtual desktop. We now feature the new VMware Horizon View HTML access option available from https://view.miracosta.edu. MiraCosta recommends
More informationUsing the Remote Desktop Portal
Using the Remote Desktop Portal The Remote Desktop Portal The ICT Services team have implemented new software to provide staff greater access to College resources when away from the College. The new software
More informationTM Online Storage: StorageSync
TM Online Storage: StorageSync 1 Part A: Backup Your Profile 1: How to download and install StorageSync? Where to download StorageSync? You may download StorageSync from your e-storage account. Please
More informationOUTLOOK ANYWHERE CONNECTION GUIDE FOR USERS OF OUTLOOK 2010
OUTLOOK ANYWHERE CONNECTION GUIDE FOR USERS OF OUTLOOK 2010 CONTENTS What is Outlook Anywhere? Before you begin How do I configure Outlook Anywhere with Outlook 2010? How do I use Outlook Anywhere? I already
More informationZanibal Plug-in For Microsoft Outlook Installation & User Guide Version 1.1
Zanibal Plug-in For Microsoft Outlook Installation & User Guide Version 1.1 Zanibal LLC Phone: +1-408-887-0480, +234-1-813-1744 Email: support@zanibal.com www.zanibal.com Copyright 2012, Zanibal LLC. All
More informationAdvanced Configuration Administration Guide
Advanced Configuration Administration Guide Active Learning Platform October 2015 Table of Contents Configuring Authentication... 1 PingOne... 1 LMS... 2 Configuring PingOne Authentication... 3 Before
More informationTable of Contents. OpenDrive Drive 2. Installation 4 Standard Installation Unattended Installation
User Guide for OpenDrive Application v1.6.0.4 for MS Windows Platform 20150430 April 2015 Table of Contents Installation 4 Standard Installation Unattended Installation Installation (cont.) 5 Unattended
More informationINSTALLATION INSTRUCTIONS FOR UKSSOGATEWAY
INSTALLATION INSTRUCTIONS FOR UKSSOGATEWAY 1) Install the UKSSOGateway application on the desktop: The UKSSOGateway application passes information from the myuk portal to launch the FESClient. The FESClient
More informationHow To Sync With Outlook With Google Apps On Your Gmail On Your Pc Or Macintosh Outlook On Your Android Or Ipo On Your Ipo (For A Macintosh) On Your Computer Or Ipok (For An Ipo) On A
Google Apps Sync for Microsoft Outlook Sync your MyIIT Password to Google Apps 1. Log in to the MyIIT portal. (my.iit.edu) 2. Click Content Layout and add the Google Apps Account Maintenance Channel 3.
More information1 Login to your CSUF student email account and click on the Settings icon ( ) at the far right.
Connect to Your Student Email: Microsoft Outlook for PC Before you can access your student email account on your e-mail client, you must first enable POP/IMAP features on your student email account and
More informationCLIENT PORTAL USER GUIDE
CLIENT PORTAL USER GUIDE JULY 28, 2011 At Gelman, Rosenberg & Freedman, CPAs we take the privacy and security of your information seriously. That's why we've introduced the Client Portal for sharing your
More informationPhone Manager Application Support OCTOBER 2014 DOCUMENT RELEASE 4.1 SAGE CRM
Phone Manager Application Support OCTOBER 2014 DOCUMENT RELEASE 4.1 SAGE CRM Sage CRM NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by
More informationPcounter Web Administrator User Guide - v2014-09-08. Pcounter Web Administrator User Guide Version 1.0
Pcounter Web Administrator User Guide - v2014-09-08 Pcounter Web Administrator User Guide Version 1.0 Table of Contents Table of Contents... 2 Overview... 3 Installation Prerequisites and Requirements...
More informationRemote Terminal Service (RTS) User Guide (Version 2.1)
Remote Terminal Service (RTS) User Guide (Version 2.1) Page 1 Table of Content Content Page 1 Introduction 3 2 Prerequisite 3 3 Logon Corporate Network via Internet 4 4 Download and Install RTS Client
More informationParishSOFT Remote Installation
Table of Contents Setting up Remote Solution Windows 7 or Vista... 1 Connecting to ParishSOFT... 1 Accessing Your database... 3 Switching to your parish database... 4 Setting up Accounts for users... 5
More informationUsing the Remote Desktop Portal
Using the Remote Desktop Portal The Remote Desktop Portal The ICT Services team have implemented new software to provide staff greater access to College resources when away from the College. The new software
More informationSage 300 Construction and Real Estate
Sage 300 Construction and Real Estate (formerly Sage Timberline Office) MyAssistant Upgrade Guide Version 12.1 NOTICE This document and the Sage 300 Construction and Real Estate Software MyAssistant software
More informationSOS SO S O n O lin n e lin e Bac Ba kup cku ck p u USER MANUAL
SOS Online Backup USER MANUAL HOW TO INSTALL THE SOFTWARE 1. Download the software from the website: http://www.sosonlinebackup.com/download_the_software.htm 2. Click Run to install when promoted, or alternatively,
More informationInstruction for IE network monitor
Instruction for IE network monitor This system features a built-in browser-based software that allows you to access your system remotely over your local area network (LAN) or over the Internet (WAN) using
More informationVoIPOffice Communicator User Guide Version 3.1.5, January 2013
VoIPOffice Communicator User Guide Version 3.1.5, January 2013 Introduction VoIPOffice Communicator is a computer application that turns your PC into a powerful unified communications tool. It provides
More informationRichmond Systems. SupportDesk Quick Start Guide
Richmond Systems SupportDesk Quick Start Guide Table of Contents SupportDesk Quick Start Guide...1 Introduction...1 Pre-requisites...2 Installation at a Glance...2 Installation...3 Setup Console...13
More informationLivezilla How to Install on Shared Hosting http://www.jonathanmanning.com By: Jon Manning
Livezilla How to Install on Shared Hosting By: Jon Manning This is an easy to follow tutorial on how to install Livezilla 3.2.0.2 live chat program on a linux shared hosting server using cpanel, linux
More informationEmail Archiving User Guide Outlook Plugin. Manual version 3.1
Email Archiving User Guide Outlook Plugin Manual version 3.1 Copyright 2012 Omniquad Ltd. All rights reserved. Omniquad Ltd Crown House 72 Hammersmith Road Hammersmith London W14 8TH United Kingdom Omniquad
More informationSalesforce.com Integration
Salesforce.com Integration Resource Guide In conjunction with Contact Center Solutions version 5.6 Contents About this Resource Guide... 3 About Salesforce.com Integration... 4 Installing Salesforce.com
More informationRMS Cloud - Setup Instructions for Windows Computers
RMS Cloud - Setup Instructions for Windows Computers Please follow these instructions on each windows computer that requires a connection to the RMS Cloud system. If you are using a Mac, please see the
More informationMDS Amiba Cloud PBX. Getting Started
Getting Started Introduction Hello and welcome to the MDS Amiba Cloud-based business telephone system, the best value in secure, cloud based voice telephony for small and medium sized business. With the
More informationAdding Outlook to a Blackberry, Downloading, Installing and Configuring Blackberry Desktop Manager
Adding Outlook to a Blackberry, Downloading, Installing and Configuring Blackberry Desktop Manager The following instructions work for the District provided Blackberrys from Sprint, but I think it should
More informationHosted VoIP Outlook TAPI Integration
Hosted VoIP Outlook TAPI Integration P a g e 1 This Document The purpose of this document is to describe how to download and install the TAPI (Telephony Application Program Interface) available at the
More informationAccess to Webmail services via a Non Trust Computer
Access to Webmail services via a Non Trust Computer Aintree Outlook Web Access has been provided via the AppGate SSL Portal, this service can be accessed from any computer on the Internet. Two factor SMS
More informationDesktop and Plugins from Vonage Business
Desktop and Plugins from Vonage Business Installation and User Guide The Vonage Business Desktop reinvents the way you interact with your phone service, giving you extra control and convenience to manage
More informationRSCCD REMOTE PORTAL TABLE OF CONTENTS: Technology Requirements NOTE
RSCCD REMOTE PORTAL The RSCCD Remote Portal allows employees to access their RSCCD Email (via Outlook Web Access), Department (Public) Folders, Personal (H Drive) Folder, and the District Intranet from
More informationArcGIS Business Analyst Premium* ~ Help Guide ~ Revised October 3, 2012
ArcGIS Business Analyst Premium* ~ Help Guide ~ Revised October 3, 2012 ArcGIS Business Analyst Premium is an Esri software package that combines GIS analysis and visualization with data to provide a better
More informationowncloud Configuration and Usage Guide
owncloud Configuration and Usage Guide This guide will assist you with configuring and using YSUʼs Cloud Data storage solution (owncloud). The setup instructions will include how to navigate the web interface,
More informationDOCUMENT MANAGEMENT SYSTEM
DOCUMENT MANAGEMENT SYSTEM USER S MANUAL By: MIS Department Software Division Page 1 of 14 1. Overview Document Management System is a powerful web based file manager and storage utility. It was developed
More informationHosted PBX. TelePacific Communicator User Guide. Desktop Edition
Hosted PBX TelePacific Communicator User Guide Desktop Edition 11/19/2014 CONTENTS Login... 2 Home Window... 3 Status Flag... 4 My Room... 6 Contacts Screen... 6 History... 8 Directory... 9 Dialpad...
More informationECA IIS Instructions. January 2005
ECA IIS Instructions January 2005 THIS PAGE INTENTIONALLY BLANK ECA IIS Instructions ii July 22, 2005 Table of Contents 1. Install Certificate in IIS 5.0... 1 2. Obtain and Install the ECA Root Certificate
More informationAcunetix Web Vulnerability Scanner. Getting Started. By Acunetix Ltd.
Acunetix Web Vulnerability Scanner Getting Started V8 By Acunetix Ltd. 1 Starting a Scan The Scan Wizard allows you to quickly set-up an automated scan of your website. An automated scan provides a comprehensive
More informationMY HELPDESK - END-USER CONSOLE...
Helpdesk User Guide Page 1 Helpdesk User Guide Table of Contents 1 INTRODUCTION... 3 1.1. OBJECTIVES... 3 1.2. END-USER CONSOLE... 3 1.3. SUMMARY OF RESPONSIBILITY... 3 1.4. HELPDESK INCIDENT LIFE CYCLE...
More informationdotmailer for Salesforce Installation Guide Winter 2015 Version 2.30.1
for Salesforce Installation Guide Winter 2015 Version 2.30.1 Page 1 CONTENTS 1 Introduction 2 Browser support 2 Self-Installation Steps 2 Checks 3 Package Download and Installation 4 Users for Email Automation
More informationMICROSOFT OFFICE LIVE MEETING GUIDE TO RECORDING MEETINGS
MICROSOFT OFFICE LIVE MEETING GUIDE TO RECORDING MEETINGS In partnership with Microsoft, InterCall provides Live Meeting web conferencing services. This guide makes several references to the service name,
More informationRemote Viewer Recording Backup
Remote Viewer Recording Backup Introduction: In this tutorial we will explain how to retrieve your recordings using the Web Service online. Using this method you can backup videos onto your computer using
More informationInstall MS SQL Server 2012 Express Edition
Install MS SQL Server 2012 Express Edition Sohodox now works with SQL Server Express Edition. Earlier versions of Sohodox created and used a MS Access based database for storing indexing data and other
More informationVirtual Owl. Guide for Windows. University Information Technology Services. Training, Outreach, Learning Technologies & Video Production
Virtual Owl Guide for Windows University Information Technology Services Training, Outreach, Learning Technologies & Video Production Copyright 2015 KSU Division of University Information Technology Services
More informationConfiguring VPN Using Windows XP
Configuring VPN Using Windows XP How to Create a VPN Connection What is VPN? Connecting to VPN Create a VPN Connection Connect to Your Work Computer Copying Files What is VPN? Virtual Private Networks
More informationConfiguration Guide. Remote Backups How-To Guide. Overview
Configuration Guide Remote Backups How-To Guide Overview Remote Backups allow you to back-up your data from 1) a ShareCenter TM to either a Remote ShareCenter or Linux Server and 2) Remote ShareCenter
More information