CTI Link Screen Pops

Program Control Options

The first thing about CTI Link that you will notice is the interface - small windows which are always on top of your Windows Desktop.

We were committed to creating a unique, non-intrusive interface. Unlike other desktop telephony applications, CTI Link never takes control of the users PC unless you specifically request it to. When a call gets transferred to your phone, CTI Link for TAPI displays CallerID information, or simple notification if Caller ID is unavailable, in one of the windows and you can elect to take the call or not. The focus of your operating system will continue to be the application that you are working on until you say otherwise.

CTI Link has a few options at the moment and more are on the way. Below is a list of these options and a brief description of what they do.

Caller ID form:

This form shows the Caller ID information and allows you to either go to the record in Goldmine, HEAT, etc; or ignore the call.

Show button:

This button shows the record in goldmine matching the caller ID information on the form if one exists. If no matching record is found the "Add New Contact" form will be shown.

Ignore button

This button will ignore this call and put the program back into wait mode.

Options menu - HEAT, Goldmine:

Show Popup Window:

This menu option allows you to bypass the pop window. The default is to have a window pop-up when someone calls. If you do not want to see a window with the caller information but want the record in Goldmine to just pop-up then leave this unchecked.

Open in new window:

There are two was for a record to be displayed in Goldmine using the caller ID information. The first is to have the current window in Goldmine display the new contact record. The other way is to have goldmine open a new window in goldmine and display the caller's information in this new window. This option lets you decide which way you wish to view the information. If this option is checked then goldmine will display the caller's information in a new window if it is not checked then the current window will change to the caller's information.

Edit Options:

This allows you to change your Username and Password, the path to the executable, the Telephony device you are using and the options listed above.

Options menu - Outlook:

Show Popup Window:

This menu option allows you to bypass the pop window. The default is to have a window pop-up when someone calls. If you do not want to see a window with the caller information but want the record in Goldmine to just pop-up then leave this unchecked.

Search Company Field:

With Outlook you can either search just the Business Phone field or both the Business Phone field and the Company Name field. If either gives a match it will pop a record.

Edit Options

This allows you to change your HEAT/Goldmine Username and Password, the path to the Goldmine executable, the Telephony device you are using and the options listed above.

File Menu:

Close:

Closes program (If program is closed then no caller ID function will be displayed)

Add Contact Form - HEAT/Goldmine:

This form will be populated with the caller ID name in the Company field and the caller ID phone number in the Phone Number field. If you wish to add this contact to HEAT/Goldmine just type the persons name in the "Name" box and click on the Add button; if you do not simply click on the Ignore button.

Add Button:

This button adds the new contact information into Goldmine.

Ignore Button:

This button will simply ignore the current caller and place the program back into wait mode.

NOTE: If you wish to exit program and the window is not on screen, right-click the red telephone icon in the Windows system tray (by the clock) and choose Exit.