Hi Paul, SYNETY have just released a telephony integration for Sage CRM click here for more details http://bit.ly/11SdL5a, please do not hesitate to contact me

Hi Paul,

The CTI option is an additional option when generating a CRM key - you'd need to contact your local Sage office to check if they sell it as an additional feature.

Just a few notes on CTI:

When you install the plugin, it will talk to a TAPI service provider (TSP) on the client using the TAPI protocol. Usually the TSP will then communicate with the telephony server using its own protocol (usually TSAPI or similar). The TSP will be provided by the telephony system vendor. The upshot is that we just support TAPI, we don't need to have specific implementations for each telephony system.

What features are available (consult, call transfer etc) will usually be determined by what TAPI functionality is supported by the TSP.

It might be tricky to get the device name - I usually use ExceleTel TeleScope to determine the line name in situations where it mightn't be known (or documented by the TSP provider).

Anyway, hope this helps.

All the best,

Rob

Hi Lorraine,

Thanks looks like a great product but unfortunately the budget is tight so additional subscriptions are not an option at the moment

But I will keep it in mind

Thanks,

Paul

Hi Rob,

Thanks for the detailed reply, that will definitaly help when it comes to setup

I will check with my account manager - i'm guessing it is already enabled in the license because once I enable it against a user it prompts to download a plugin

Just waiting on the provider to install the telephony server, before I can go any further

Thanks again,

Paul