GoldMine into Your Phone System
you ever wished that GoldMine knew who was calling before picking up the
phone so that it can open to that contact record ahead of time? If so, TAPI Link for GoldMine has the functionality that you
are looking for to link your phone system with GoldMine. TAPI Link is a companion add-on product that has been
developed to allow GoldMine to integrate with many phone systems.
Before TAPI Link, a custom application would have been needed for
this integration, but now it is standard add-on and within the reach of
Link for GoldMine enables users to dial-out by simply clicking on the
desired phone number in GoldMine. On
the inbound side, the product will display information on incoming
callers as the phone rings. This
will allow representatives to quickly review the information on a caller
before picking up the phone.
software works in the following manner for incoming calls.
When a call comes in, it searches a special table containing the
three main contact phone numbers and any phone numbers entered in the
additional contacts screen. When
it finds a match, it presents an incoming call pop-up screen providing
the user with up to five fields of information from the contactís
record. On the pop-up screen there are options to GoTo the Record,
Ignore, or Open Contact Record in a New Window. If there is no phone match in the special table, the user
gets the options to either Create New Record, Ignore, or Create New
Record in New Window. This
decision can be made after the phone has been answered.
TAPI Link product can be configured to work with many different TAPI
compliant phone systems. Generally,
additional hardware and software will need to be purchased from your
phone system company in order to make it TAPI compliant.
For more information on this product and the feasibility for
adding this efficiency to your operation, please contact a specialist on
our GoldMine team.