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CA Client v4 New Features: Outlook Integration and Unified Messaging Overview

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adolfo
23 diapositives · 381 Views · Feb 02, 2014

The latest features in CA Client v4, including essential Outlook integration capabilities and unified messaging enhancements. This guide outlines the installation requirements, toolbar functionalities, and contact dialing features, optimizing user experience while accessing Exchange Server. Learn to configure shared calendars, manage missed calls while offline, and leverage third-party CRM integrations like Poltys CCView. This overview is crucial for users looking to maximize their productivity with CA Client v4’s robust functionalities.

#ca client v4 #outlook integration #unified messaging #calendar sharing #installation requirements #call management features #thirdparty crm integration #missed calls handling
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CA Client v4 New Features: Outlook Integration and Unified Messaging Overview
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  1. CAv4 New features. CAv4 New Features 1 CA Client Outlook Integration- New Features, Installation & Overview. 1-1 CA Client v4 System requirements 1-2 CA Client Outlook integration– Installation. 1-3 CA Client Outlook integration (Toolbar & Contact dial) – Features 2 CA v4 Server, System requirements 3 CA & Exchange Server integration. 3-1 Exchange integration, Client & Server configuration. 3-2 Outlook Exchange Integration- Calendar sharing requirement. 4 Missed Calls while logged off 5 Unified Messaging Integration (NS1000 only) 5-1 CA Client configuration 6-1 Third Party CRM (Poltys CCView) integration.

  2. CAv4 New features. 1-1-1 System Requirements PC

  3. CAv4 New features. 1-1-2 System Requirements

  4. CAv4 New features. 1-2-1 Outlook integration – installation During client installation, tick the CRM Toolbar tick box 3.Set Outlook CRM tick box.

  5. 1-2-2 Outlook integration - installation During client installation, Visual studio Tools installed. CAv4 New features.

  6. 1-2-3 Outlook integration - installation When outlook is first run, publisher verification question. CAv4 New features.

  7. CAv4 New features. New toolbar & detachable presence bar 1-3-1 CA Client Outlook integration (Toolbar & Contact dial) – Features

  8. CA Outlook tool-bar functions (Outlook 2007 example). CAv4 New features. 1-3-2 CA Client Outlook integration (Toolbar & Contact dial) – Features Call status button Call History Contact button Hang up button Presence Status Show / Hide Presence Panel button Dial box Answer / Dial Park Retrieve button

  9. CA Outlook tool-bar functions (Outlook 2010 example). CAv4 New features. 1-3-3 CA Client Outlook integration (Toolbar & Contact dial) – Features

  10. CAv4 New features. 1-3-4 CA Client Outlook integration (Toolbar & Contact dial) – Features Call control during calls (Outlook 2003 example) During call, click call status button List of calls appears When call selected, new contact form appears with call control panel If details saved, contact is added to Outlook contacts.

  11. Call Control button appears on outlook contact CAv4 New features. 1-3-5 CA Client Outlook integration (Toolbar & Contact dial) – Features Call Button Phone number selection.

  12. CAv4 New features. 2-1 CA Server v4: requirements

  13. CAv4 New features. 2-2 CA Server v4: requirements

  14. 3-1-1 Outlook Exchange integration, Server configuration. CA Web Manager setting. CAv4 New features. Input Exchange server details Note: Exchange Server 2007 upwards is required.

  15. 3-1-2 Outlook Exchange integration, Client & Server configuration. Web manager user email account setting. CAv4 New features. If not ticked, user cannot input mailbox account in CA Client email account is entered in Web Manager, User profile.

  16. CAv4 New features. CAv4 New features. 3-1-3 Outlook Exchange integration, Client & Server configuration. User email account setting. If ticked, user can input mailbox account in CA

  17. CAv4 New features. 3-1-4 Outlook Exchange integration, Client & Server configuration. Edit Key words. Keywords can be edited to match Outlook appointment subject and required presence display

  18. CAv4 New features. 3-2-1 Outlook Exchange Integration- Calendar sharing requirement. Outlook Calendar sharing (Outlook version methods differ- 2007 example) Enter Administrators email, Send, Right click Calendar, Select share Calendar,

  19. 4-1 Missed Calls while logged off. (Server Mode Only) CAv4 New features. Missed call occurs when CA Client is not logged in. 2 Missed call is recorded in CA Server CA Server 3 Missed call record is sent to CA Client when logged in.

  20. 5-1-1 Unified Messaging Integration (NS1000 only) Voice & Fax messages can be received as e-mail attachments using IMAP to access the PBX’s stored UM system data and accessed by telephone or PC for voice or PC for fax. Telephone message waiting lamp turns off when messages are opened in Outlook. CAv4 New features.

  21. 5-1-2 Unified Messaging Integration (NS1000 only) Client Settings. CAv4 New features. IP Address of PBX with UM mailbox mailbox number WebMC URL. http://[ip master unit]:[Web MC port number] UM idle activity timeout

  22. 6-1 Third Party CRM (Poltys CCView) integration. CC View integration (Server mode only) CAv4 New features. CA client Main Window 1. CCView button - Users can launch CCView application by click button. - CA will display this button only when CCView is installed. 1 Note -Pro, Supervisor, and Operator Console support this feature. -Basic Express does not support this feature. (Button is always hidden.)

  23. Thank you !