User guide

Using contacts in another contact manager 9-13
Chapter 9: Managing Contacts and Workgroups
Wave ViewPoint User Guide
Using contacts in another contact manager
If you make extensive use of another TAPI-compatible contact manager or customer
relationship management application such as Microsoft Outlook, GoldMine or FrontOffice
2000, or Interact Commerce Corporation’s Act!, you can place Wave calls to your contacts from
those applications by using the Wave TAPI Service Provider. See your Wave system
administrator about installing the TAPI Service Provider, and then follow your contact
manager’s instructions for placing calls. Calls placed by other applications still appear in your
Wave Call Log and Call Monitor folders.
You can also install the Wave Contact Manager Assistant (CMA) and receive screen-pops
showing the name, the Caller ID, and the time of day of the call. Act! users can receive
screen-pops without installing the CMA.
You do not need to have the Wave ViewPoint installed to use the TAPI Service Provider or the
CMA.
Using the Wave Contact Manager Assistant
The Contact Manager Assistant enables Outlook, GoldMine, or FrontOffice 2000 contact
managers to pop up contact information automatically when contacts in one of your contact
managers call. Wave recognizes the incoming Caller ID number, Caller ID, or name.
To run the Contact Manager Assistant:
1. Choose Start > Programs > Vertical Wave > Contact Manager Assistant. The program
starts and runs in the background.
2. Right-click in the system tray for a shortcut menu of commands that you can use to
configure and personalize the program. For further instructions, see the CMA’s online
Help.
Importing contacts from other contact managers into Wave
You can export contacts from other contact managers and import them into Wave.
Exporting contacts from Microsoft Outlook
The following instructions show how to export contacts from Microsoft Outlook:
1. In Outlook, Select
File > Import and Export.
2. Select
Export to a file from the list and click Next.