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MaxCommunicator Manual
Configure CRM integration in the Configuration window’s Integration
screen:
Use Database Selector—Check this check box to allow integration of your
company’s CRM database with your MaxCommunicator, then select your
CRM program from the Select current database drop-down list.
Update database when click “OK” button—When you check this check
box, MAX Communication Server refreshes the data MaxCommunicator
accesses from the database.
Note:
If you select Outlook, MAX Communication Server will load all
the subfolders and data in your main Contacts folder, which will
take a few moments. Once the data is loaded, you can close the
Configuration window, reopen it, and click the Select Folder
button that now appears to choose which Contacts subfolders you
want to use.
For Screen Pop—Check this box if you want a contact’s contact page to
pop up when you get a call from that contact.
Match Digits—Select the number of digits to match for caller ID.
Matching starts from right and moves left. This option is for calls that go
through IP and for international calls that have a digit prepended, like 0. For
example, if you choose 7 (the default) in the Match Digits field, and the
number is 10.10.10.6- 915102529712, MaxCommunicator would match
the last 7 digits, or 2529712, to identify the caller for you.
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