CAv4 New features.

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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.

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

• 1-2-1 Outlook integration installation
• During client installation, tick the CRM Toolbar
  tick box

3.Set Outlook CRM tick box.
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CAv4 New features.

• 1-2-2 Outlook integration - installation
• During client installation, Visual studio Tools
  installed.

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CAv4 New features.

• 1-2-3 Outlook integration - installation
• When outlook is first run, publisher verification
  question.

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CAv4 New features.
1-3-1 CA Client Outlook integration (Toolbar
Contact dial) Features

• New toolbar detachable presence bar

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CAv4 New features.
1-3-2 CA Client Outlook integration (Toolbar
Contact dial) Features

• CA Outlook tool-bar functions (Outlook 2007
  example).

Call status button
Call History
Contact button
Hang up button
Presence Status
Show / Hide Presence Panel button
Dial box
Answer / Dial
Park Retrieve button
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CAv4 New features.
1-3-3 CA Client Outlook integration (Toolbar
Contact dial) Features

• CA Outlook tool-bar functions (Outlook 2010
  example).

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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.
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CAv4 New features.
1-3-5 CA Client Outlook integration (Toolbar
Contact dial) Features

• Call Control button appears on outlook contact

Call Button
Phone number selection.
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CAv4 New features.
2-1 CA Server v4 requirements
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CAv4 New features.
2-2 CA Server v4 requirements
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CAv4 New features.

• 3-1-1 Outlook Exchange integration, Server
  configuration.
• CA Web Manager setting.

Input Exchange server details
Note Exchange Server 2007 upwards is required.
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CAv4 New features.

• 3-1-2 Outlook Exchange integration, Client
  Server configuration.
• Web manager user email account setting.

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

• CAv4 New features.

User email account setting.
If ticked, user can input mailbox account in CA
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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
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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,
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CAv4 New features.

• 4-1 Missed Calls while logged off. (Server Mode
  Only)

Missed call occurs when CA Client is not logged
in.
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Missed call is recorded in CA Server
CA Server
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Missed call record is sent to CA Client when
logged in.
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CAv4 New features.

• 5-1-1 Unified Messaging Integration (NS1000 only)
• Voice Fax messages can be received as e-mail
  attachments using IMAP to access the PBXs 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.

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CAv4 New features.

• 5-1-2 Unified Messaging Integration (NS1000 only)
• Client Settings.

IP Address of PBX with UM mailbox
mailbox number
WebMC URL. http//ip master unitWeb MC port
number
UM idle activity timeout
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CAv4 New features.

• 6-1 Third Party CRM (Poltys CCView) integration.
• CC View integration (Server mode only)

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.
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Note -Pro, Supervisor, and Operator Console
support this feature. -Basic Express does not
support this feature. (Button is always hidden.)
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Thank you !