15-4 STRATA CS CLIENT USER GUIDE
BETA DOCUMENT - PRELIMINARY & CONFIDENTIAL
those applications by using the Strata CS TAPI Service Provider. See your Strata
CS 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 Strata CS Call Log and Call Monitor views.
You can also install the Strata CS 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 Strata CS Client installed to use the TAPI Service
Provider or the CMA.
Using the Strata CS Contact Manager Assistant
The Contact Manager Assistant enables Microsoft Outlook, GoldMine, or
FrontOffice 2000 contact managers to pop up contact information automatically
when contacts in one of your contact managers call. Strata CS recognizes the
incoming caller ID number, Caller ID, or name.
To run the Contact Manager Assistant (CMA)
1. Choose Start > Programs > Toshiba Strata CS > 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.
Entering a new contact
Entering a new contact involves the following tasks, which are explained in detail
in the three procedures that follow:
n Entering a contact’s name and basic information. Other basic
information includes the contact’s company, any account code, and the
language used for prompts for this contact. You can also enter up to 5,000
characters in the Notes pane of the Contact dialog box.
n Entering a contact’s phone numbers. When you enter a contact’s
phone numbers, you can specify the number used for caller ID and the
number that is the default number to dial when you call the contact.
n Recording a contact’s voice title. Like your own voice title, a contact’s
voice title is a short recording that you create of the contact's name. If you
are using call announcing, Strata CS announces calls from the contact by
saying “Call from,” followed by the contact’s voice title. Contacts who do
not have voice titles recorded are prompted to say their names each time
