About incoming call recognition
Customer Manager uses the Caller ID functionality provided by your phone
service to identify callers that are listed in your company database.
When you receive a phone call, Customer Manager identifies the caller, and
then searches your customer records for a match. Customer Manager then opens a
dialog box that tells you whether the caller is a customer. From the Caller ID
dialog box, you can open the customer's record, create a new customer record, or
create a communication item to log the call.
To enable incoming call recognition, you need the following:
- Caller ID phone service You must subscribe to the
caller ID service provided by your phone company.
- Modem with caller ID functionality Many 56K modems have
this functionality. For more information, please contact the
manufacturer of your modem.
- Incoming call recognition driver You must install your modem's
incoming call recognition driver. Most drivers are
included in the software package that came with your modem. You can also download the driver from
the manufacturer's Web site. For more information, please contact the
manufacturer of your modem.
- TAPI 2.0 or later Telephony application programming interface
(TAPI) is a collection of Microsoft Windows programming interfaces.
Communications programs use TAPI to work with telephone and network services.