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Placetel CTI für Salesforce

Navigation: Configuration Wizard

Introduction

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The Configuration Wizard of Placetel CTI für Salesforce® (TAPI Link Connector only) offers several steps for making configuration settings. You can navigate through the pages with the buttons Next and Back. To apply the new settings, the program for formatting phone numbers will be automatically started on the local PC.

 

The Configuration Wizard can have different options and steps depending on the installation. The maximum is 6 steps and an introduction page. Note that this description may differ from your installation. It is mandatory to configure the minimum configuration.

How to start the Configuration Wizard?

 

Start the Configuration Wizard by clicking on the icon in the taskbar with the right mouse button and select the option Configuration Wizard or select the menu Extras - Configuration Wizard in the control centre.

Overview of all configuration steps

Introduction - Select the language for Placetel CTI für Salesforce®

Configuration of the TAPI device driver, Hotkeys, Expert Settings and Browser Dialing

Configuration of thePBX and Caller Identification