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Vertical WAVE IP 2500 - Configuring the Wave Contact Manager Assistant

Vertical WAVE IP 2500
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Configuring the Wave workstation applications 9-11
Chapter 9: Installing ViewPoint and Other Wave Workstation Applications
Wave Server Installation Guide
To configure GoldMine, GoldMine FrontOffice, or GoldMine Business Contact
Manager
Use the following procedure after you refer to the documentation that came with the product:
1. Choose
Edit > Preferences.
2. Click the Modem tab.
3. Under Modem Settings, verify that
TAPI Line is set to “Wave Line 1.” This option is
available after the TAPI Service Provider is installed.
4. Click
OK.
To configure Act!
1. In Act!, Choose Edit > Preferences.
2. Click the Dialer tab.
3. Select the
Use Dialer checkbox.
4. Under Modem or Line, verify that “Wave Line 1” is selected. This option is available
after the TAPI Service Provider is installed.
5. To receive screen pops with contact information when a contact calls, select the
Lookup
contact using caller ID
checkbox. Clear the checkbox if you do not want to receive screen
pops.
6. Click
OK.
Calling from another application
After installing the TAPI Service Provider, users can call contacts by using the instructions
provided with their contact managers. Calls appear in their Call Logs as if they had dialed them
from ViewPoint or the phone.
Configuring the Wave Contact Manager Assistant
1. Click Start > Programs > Vertical Wave > Wave Contact Manager Assistant.
2. If only the Contact Manager Assistant splash screen appears, right-click the Outlook,
GoldMine, GoldMine FrontOffice, or GoldMine Business Contact Manager icon on the
system tray at the lower right of your screen. Select
Setup.
3. Click
Help for detailed instructions.
Release 4.0
June 20, 2013

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