Incoming calls are signalized by a pop-up window. The pop-up window makes it possible to quickly identify the caller.

Since the client refers to CRM tools like MS Outlook, callers can be shown with all known information filed in the tool. By clicking on the field Open Contact, the contact information from Outlook (or any other CRM tool refered to) is immediately shown.

Depending on which CRM application you integrate, you have the opportunity to get further information from the application about the caller, if the caller is filed within the CRM data base.

1. Mark whether you would like the pop-up to be shown and how many seconds it should appear. Enter the number of seconds the pop-up should appear.
2. Determine position and size of the pop-up on your screen.
3. Checking Use pictures, enables pictures assigned to the caller to be shown in the pop-up.

- To perform a call via Skype for Business, click with a right-click on  the contact and choose NFON call.

⇒ Your telephone starts a connection with the contact.

Your presence state adapts automatically while you make a call. The state is displayed next to the profile picture with a red bar. A green bar means the line is unoccupied.

During a conversation calls can be managed via the computer using the NFON menu bar. The menu bar is located at the bottom of the Skype for Business Window.

If individual actions are supposed to be connected to various scenarios, click on the blue NCTI icon in the menu bar with a right click and choose Actions.

-Choose the Screen pop-up item in the settings menu. Go on Execute by clicking on the + symbol.

-Thereafter choose the respective event and click on Change.

A window "Programs and Parameters" pops up.

- Enter your program path and name of the application that is supposed to be called during your chosen event (e.g. incoming call).

- Enter the URL of the website (incl. HTTP://) under Parameter. Alternatively enter the parameter that will be handed over to the executive file e.g. {NUMBER}

- Confirm your entries with OK.

Example: You are using Google as CRM tool.

- To have "Number" searched by google, the URL is:
     http://www.google.com/search?q={Number}

- After successfully entering the executive file and the parameter, click on Save.

⇒You are now using Google as a kind of CRM tool.

The NCTI standard / CRM client allows integration of various CRM tools.

Those are:

• Act!
• DATEV
• Freshworks Sales CRM
• Goldmine Premium Edition
• HubSpot
• InteractIO
• Lotus Connections
• Maximizer CRM
• Microsoft Dynamics CRM
• Microsoft Outlook + Exchange Public Folder
• Netsuite
• Notes
• ODBC-Databases (Adjustment via SQL-Commands)
• Odoo CRM
• Pipedrive CRM
• Sage CRM
• Salesforce CRM
• Sugar CRM
• Tigerpaw CRM
• vCard / LDAP
• Zoho CRM

This allows for integration of all your contacts in the company database into the PBX. The following pages show how CRM integration is done with Outlook and Internet.

- Double click on the NCTI symbol   in your menu bar to access the administration surface of the client.

-To activate Outlook choose "Outlook" in the list and check the respective box.

If you have already filed a contact in Outlook, the contact will be shown as a pop-up with all known details.

The contact can be opened by clicking on Open contact. All details from Outlook will be shown and can be read before taking the call.

Using the tool "Internet" contacts of online directories are available to the client.

- Double-click on the client symbol in the menu bar to access the administration surface.

- Click on Identification. Choose Internet. You can now check online directories available.

⇒ All contact details available in this directory will be displayed at incoming calls.

- Double-click on the NCTI symbol on the menu bar to access the administration surface of the NCTI standard CRM client.

The following instruction explains the integration of Salesforce into the NCTI standard CRM client.

-Click on Identification.

-Choose Salesforce.

-Enter your Salesforce login.

-Enter your Salesforce password and security token without spaces.

-Choose whether the telephone numbers from Salesforce should be displayed unformatted, in canonic format or without prefixes.

-Ensure that the NCTI standard CRM client is active and start Outlook as usual.

-Open the address book with a right-klick on the contacts symbol.

-Right-click on the name, e.g. Jane Doe, and click on "Call".

-Click on the number assigned to the contact.

⇒A new window pops-up with a name and telephone number.

At first use, you have to enable calls via NCTI standard CRM client.

- Click on Dial options.

-A click on the arrow shows a list with all available TAPI lines.

-Click on the arrow down button until NCTI standard is available.

-Click on OK to validate and save your choice.

-Click on the arrow and on the contact's number.

-Click on Start Call and lift the handset.

⇒After a moment the contact's phone rings.

- After finishing the conversation, hang up or press the X-key on your telephone.