Installing ACT! 3.0
Computer Telephony Integration
Strata DK40 I&M Manual Spring 1999
8-51
Refer to the Strata DK40 Programming Manual or DK Library CD-Rom for more details.
Step 4: Open Strata Link
StrataLink needs to be initialised for controlling ACT! for incoming calls. This is done by
creating a set of Trigger Rules for operation. The following rules are a guide for creating a
set of rules that will work for your application.
The above rules are written for any line button on the phone. The first rule creates a "Pop"
screen whenever a new call begins ringing, and a Caller ID number has been received, and I
am "Not Talking" on the phone.
The second rule creates a "Pop" whenever I connect to that call and the call has a Caller ID
number associated with the call. The last two rules open the search to "Everyone" when a
call is placed on Hold or "Disconnected.
These last actions are needed for ACT! since the search routine narrows its record search to
those that meet the criteria. These rules generally lead the search to one record group, and
any additional selections must be within this group.
To automatically search all records to allow a call to be placed on Hold and move to a second
or third caller, the search should be opened to all records in the file.
CAUTION!
Use caution when employing Call Hold and Call Clearing trigger rules.
If multiple phones have the same line appearances, calls placed on hold
and disconnected from each one of the other phones will trigger the
event in this CTI-enabled location. The action "Lookup Everyone"
should not cause a problem.
Figure 8-30 ACT! Trigger Rules
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