IPitomy Contact Dialer - Revision history

Mike Lunn at 16:00, 13 November 2024

2024-11-13T16:00:22Z

Mike Lunn at 15:59, 13 November 2024

2024-11-13T15:59:05Z

Mike Lunn at 15:57, 13 November 2024

2024-11-13T15:57:41Z

Mike Lunn at 15:56, 13 November 2024

2024-11-13T15:56:35Z

Mike Lunn: Added a detail about the .csv format.

2024-11-13T15:47:19Z

Added a detail about the .csv format.

Mike Lunn: Re-added the download link

2024-11-07T19:28:29Z

Re-added the download link

Mike Lunn at 13:59, 2 May 2016

2016-05-02T13:59:14Z

Mike Lunn: /* Installation Video */

2015-11-12T16:45:26Z

Installation Video

Mike Lunn at 22:05, 22 July 2015

2015-07-22T22:05:56Z

Mike Lunn at 21:09, 11 December 2014

2014-12-11T21:09:39Z

@@ Line 64: / Line 64: @@
 === Importing Contacts ===
-<br/>From Outlook Click Manage Contacts Click Import Click Import Outlook ContactsThe Dialer will import all of your Outlook Contacts. Once imported they will appear ina list. just click on the item in the list you wish to dial.
+<br/>From Outlook, Click Manage Contacts. Click Import Click Import Outlook Contacts. The Dialer will import all of your Outlook Contacts. Once imported they will appear in a list. just click on the item in the list you wish to dial.
 <br/>'''Importing Contacts From a .csv File'''<br/>Click Manage Contacts Click Import Click Import from CSV file Older versions of outlook and Combinations of contacts from a .csv file contacts and outlook contacts. In order to import contacts from older versions of Outlook, it may be necessary to first export your Outlook Contacts to a .csv file. Then import the file using the .csv import function.

@@ Line 70: / Line 70: @@
 <br/>'''Using The Import From .csv Function'''
-<br/>To import contacts from a .csv file, first, make sure your .CSV file has a header line. '''''The Contact dialer will ignore the first row of the .CSV'''''. It is necessary to map the fields in the contact from the .csv file to match up the fields in the IPitomy Dialer contact fields. To do this, you click on Import Contacts from CSV Then browse to the file you want to import on your PC Select the file and click Open The file will then begin the import process. It is now necessary to map the fields from your .csv file to the fields in the IPitomy Dialer. Place your mouse over the column field in the left column that best matches the field on the Right side and drag it over to the right column. Once you have matched up the fields to want to map, then click Import. That’s all there is to it. You can update the list any time by re-importing it or manually adding the contact entries. Once you have imported the contacts, your list will be populated with the contact information and the dialer will dial the numbers when you select a contact When you double click a contact, the number is dialed. Your phone will go off hook (if you are using a phone that is capable) and your number is dialed.
+<br/>To import contacts from a .csv file, first, make sure your .CSV file has a header line. '''''The Contact dialer will ignore the first row of the .csv'''''. It is necessary to map the fields in the contact from the .csv file to match up the fields in the IPitomy Dialer contact fields. To do this, you click on Import Contacts from CSV Then browse to the file you want to import on your PC Select the file and click Open The file will then begin the import process. It is now necessary to map the fields from your .csv file to the fields in the IPitomy Dialer. Place your mouse over the column field in the left column that best matches the field on the Right side and drag it over to the right column. Once you have matched up the fields to want to map, then click Import. That’s all there is to it. You can update the list any time by re-importing it or manually adding the contact entries. Once you have imported the contacts, your list will be populated with the contact information and the dialer will dial the numbers when you select a contact When you double click a contact, the number is dialed. Your phone will go off hook (if you are using a phone that is capable) and your number is dialed.
 === Integration with Telify ===

@@ Line 12: / Line 12: @@
 [http://relay.ipitomy.com/contacts/Contacts.application Click here to download the installation file]
-If clicking it does not initiate the download, try a different browser. You can also right click, select "copy link address" then paste the link address into another browser tab.
+''<small>If clicking the link does not initiate the download, try a different browser. You can also right click, select "copy link address" then paste the link address into another browser tab.</small>''
 Once you have upgraded you will have under the Applications area of the PBX GUI an API Page.

← Older revision		Revision as of 15:56, 13 November 2024
Line 11:		Line 11:

	[http://relay.ipitomy.com/contacts/Contacts.application Click here to download the installation file]		[http://relay.ipitomy.com/contacts/Contacts.application Click here to download the installation file]
		+
		+	If clicking it does not initiate the download, try a different browser. You can also right click, select "copy link address" then paste the link address into another browser tab.

	Once you have upgraded you will have under the Applications area of the PBX GUI an API Page.		Once you have upgraded you will have under the Applications area of the PBX GUI an API Page.

@@ Line 68: / Line 68: @@
 <br/>'''Using The Import From .csv Function'''
-<br/>To import contacts from a .csv file, it is necessary to map the fields in the contact from the .csv file to match up the fields in the IPitomy Dialer contact fields. To do this, you click on Import Contacts from CSV Then browse to the file you want to import on your PC Select the file and click Open The file will then begin the import process. It is now necessary to map the fields from your .csv file to the fields in the IPitomy Dialer. Place your mouse over the column field in the left column that best matches the field on the Right side and drag it over to the right column. Once you have matched up the fields to want to map, then click Import. That’s all there is to it. You can update the list any time by re-importing it or manually adding the contact entries. Once you have imported the contacts, your list will be populated with the contact information and the dialer will dial the numbers when you select a contact When you double click a contact, the number is dialed. Your phone will go off hook (if you are using a phone that is capable) and your number is dialed.
+<br/>To import contacts from a .csv file, first, make sure your .CSV file has a header line. '''''The Contact dialer will ignore the first row of the .CSV'''''. It is necessary to map the fields in the contact from the .csv file to match up the fields in the IPitomy Dialer contact fields. To do this, you click on Import Contacts from CSV Then browse to the file you want to import on your PC Select the file and click Open The file will then begin the import process. It is now necessary to map the fields from your .csv file to the fields in the IPitomy Dialer. Place your mouse over the column field in the left column that best matches the field on the Right side and drag it over to the right column. Once you have matched up the fields to want to map, then click Import. That’s all there is to it. You can update the list any time by re-importing it or manually adding the contact entries. Once you have imported the contacts, your list will be populated with the contact information and the dialer will dial the numbers when you select a contact When you double click a contact, the number is dialed. Your phone will go off hook (if you are using a phone that is capable) and your number is dialed.
 === Integration with Telify ===

@@ Line 10: / Line 10: @@
 The application can be downloaded from:
-[http://relay.ipitomy.com/contacts/Contacts.application Click Here to download .application file.]
+[http://relay.ipitomy.com/contacts/Contacts.application Click here to download the installation file]
 Once you have upgraded you will have under the Applications area of the PBX GUI an API Page.

@@ Line 6: / Line 6: @@
 '''Note'''
-If you are having issues launching the Contact Dialer and have verified your information is correct, ensure the Time on your PC is accurate.  If the time is off from that of the PBX it will give a 408 Timeout error.
+If you are having issues launching the Contact Dialer and have verified your information is correct, ensure the Time on your PC is accurate.  If the time is off from that of the PBX it will give a 408 Timeout error.  You also may need to ensure that the Daylight Savings Time box is checked in Windows or you may also get the 408 Timeout error.
 The application can be downloaded from:

@@ Line 18: / Line 18: @@
 https://www.youtube.com/watch?v=6ginRqzHcNc
-<br/>Use the tool to create a KEY named "Contacts"
+<br/>Use the tool to create a KEY named "Contacts" (case sensitive)
 [[File:Ipitomy Dialer1.jpg|File:Ipitomy Dialer1.jpg]]

@@ Line 1: / Line 1: @@
 <br/>'''Ipitomy Contact Dialer'''
@@ Line 12: / Line 14: @@
 Once you have upgraded you will have under the Applications area of the PBX GUI an API Page.
-'''Installation Video'''
+=== Installation Video ===
 https://www.youtube.com/watch?v=6ginRqzHcNc
@@ Line 54: / Line 56: @@
 <br/>5) Clip to Dial - Copy - by selecting a phone number in any program running on your desktop, Select the phone number by highlighting it with a mouse. Click Control C then Control D and the number is dialed. Your phone will go off hook and the call will be put through without the need to enter any digits.
-<br/>'''Program Setup'''<br/>You first need to add your extension and Pin number to the Dialer in order for the IPitomyPBX to dial from your extension. Click Settings in the upper left corner Enter your extension number in the Extension field Enter the PIN number you received for your Voice mail Box Add the IPitomy server IPaddress. You will get this from your system administrator. Click Connect Now the Dialer is setup to connect with the PBX and dial out numbers from your desktop.Before you can begin dialing, it is necessary to populate the contact dialer with contacts so you can dial them with just a click. To import Contacts from Microsoft Outlook, you must first be using Outlook 2007 or newer. Click on Advanced under the Managed Contacts tab. After clicking the Advanced tab, you will see the option to import Outlook Contacts. Click the Import Outlook Contacts tab, once this is clicked, the Dialer will import all of your contacts. It may take up to 10 minutes, depending on how many contacts you have
+=== Program Setup ===
-<br/>'''Importing Contacts'''
+You first need to add your extension and Pin number to the Dialer in order for the IPitomyPBX to dial from your extension. Click Settings in the upper left corner Enter your extension number in the Extension field Enter the PIN number you received for your Voice mail Box Add the IPitomy server IPaddress. You will get this from your system administrator. Click Connect Now the Dialer is setup to connect with the PBX and dial out numbers from your desktop.Before you can begin dialing, it is necessary to populate the contact dialer with contacts so you can dial them with just a click. To import Contacts from Microsoft Outlook, you must first be using Outlook 2007 or newer. Click on Advanced under the Managed Contacts tab. After clicking the Advanced tab, you will see the option to import Outlook Contacts. Click the Import Outlook Contacts tab, once this is clicked, the Dialer will import all of your contacts. It may take up to 10 minutes, depending on how many contacts you have
 <br/>From Outlook Click Manage Contacts Click Import Click Import Outlook ContactsThe Dialer will import all of your Outlook Contacts. Once imported they will appear ina list. just click on the item in the list you wish to dial.
@@ Line 65: / Line 69: @@
 <br/>To import contacts from a .csv file, it is necessary to map the fields in the contact from the .csv file to match up the fields in the IPitomy Dialer contact fields. To do this, you click on Import Contacts from CSV Then browse to the file you want to import on your PC Select the file and click Open The file will then begin the import process. It is now necessary to map the fields from your .csv file to the fields in the IPitomy Dialer. Place your mouse over the column field in the left column that best matches the field on the Right side and drag it over to the right column. Once you have matched up the fields to want to map, then click Import. That’s all there is to it. You can update the list any time by re-importing it or manually adding the contact entries. Once you have imported the contacts, your list will be populated with the contact information and the dialer will dial the numbers when you select a contact When you double click a contact, the number is dialed. Your phone will go off hook (if you are using a phone that is capable) and your number is dialed.

← Older revision		Revision as of 21:09, 11 December 2014
Line 2:		Line 2:

	To set up the IPitomy Dialer you must first be on the latest (5.0.7-X) PBX software.<br/><br/>Dialer requires .NET Framework 4.0 or greater. Windows 7 or newer Microsoft OS. You also need to be licensed for the applications use. This license may be obtained from Ipitomy Sales if you do not already have it. Until this license is applied to the PBX you will not have the ability to create the Feature Key.		To set up the IPitomy Dialer you must first be on the latest (5.0.7-X) PBX software.<br/><br/>Dialer requires .NET Framework 4.0 or greater. Windows 7 or newer Microsoft OS. You also need to be licensed for the applications use. This license may be obtained from Ipitomy Sales if you do not already have it. Until this license is applied to the PBX you will not have the ability to create the Feature Key.
		+
		+	'''Note'''
		+	If you are having issues launching the Contact Dialer and have verified your information is correct, ensure the Time on your PC is accurate. If the time is off from that of the PBX it will give a 408 Timeout error.

	The application can be downloaded from:		The application can be downloaded from: