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Tapi Link for GoldMine

Tapi Link for GoldMine®

Tapi Link for GoldMine® enables users to automatically dial their phone and present a caller’s contact details when the phone is ringing (Screen Pop).

Once installed, Tapi Link becomes an integral part of GoldMine® and enables users to dial from directly within GoldMine® using a variety of methods.

Tapi Link Install Guide.pdf
Tapi Link Configuration Guide.pdf

tapi link for GoldMine

TAPI LINK FEATURES

  • Automatically display incoming caller’s information
  • Automatically dial contacts directly from the GoldMine contact record
  • Displays selective fields from GoldMine with incoming calls
  • Automatically display a Complete Call dialog box
  • Search CallerID number or CallerID Text
  • Display caller info even when GoldMine is not running
  • Customizable on-screen keypad
  • Supports hold, blind transfer, last number redial, supervised transfer and many other features

Tapi Link for GoldMine will present calling party contact details over any Windows application when the phone is ringing and searches not only the main telephone number (Phone1) but any other telephone number associated with that record (Phone2, Phone3) as well as all numbers listed under the Additional Contacts Tab. This is done automatically, which means that it doesn’t matter whether your contact is calling from their business office, their mobile phone or even their home office. If you have their number listed on the GoldMine® record, Tapi Link will present the information. And if it’s an entirely new caller, Tapi Link can create and capture that information into a brand new contact record.

You can select up to five fields from your caller’s GoldMine® record to view with an incoming call or have the GoldMine® record displayed automatically before you answer the telephone, improving your response times and the levels of service you provide to your clients.

Tapi Link for GoldMine® is very easy to install. After running the installation program you just need to select a few options from the Tapi Link setup screen. This allows you to decide – how you want information presented, and which particular information you want presented.

Because Tapi Link for GoldMine® communicates with your telephony device using Microsoft Tapi, you can use Tapi Link whether you are a single user, or part of a team using a larger switchboard.  All you need is an approved TAPI DRIVER/DEVICE or switchboard that supports the Microsoft Tapi standard. If you are not sure whether your telephony hardware will work with Tapi Link for GoldMine® simply contact us to discuss your needs further.

TAPI LINK FOR GOLDMINE PRICING

1 User      –     $159.00
5 Users     –     $625.00
10 Users   –  $1,125.00
25 Users   –  $2,479.00

IMPORTANT NOTE:

Just because TAPILINK allows you to ‘dial the phone’ with GoldMine, it does not mean it will work with your phone system without a means of connecting your phone system to the workstation GoldMine is running on. TAPI Link is a ‘middle-ware solution’ to help make this connection, but there is another link in the chain known as a ‘TAPI Driver’.  TAPI Link requires a ‘TAPI compatible’ driver in order to interface between GoldMine and your phone system.  Some, but not all phone system manufacturers offer a TAPI driver and some, but not all phone system vendors are aware of what a TAPI driver is all about.  We often get asked “what is a TAPI driver”.  Essentially, GoldMine talks/communicates through TAPI Link which in turn talks to the phone system through that ‘driver’.

TAPI LINK communicates with your Phone System using a supported TAPI driver, First Direct Corp does NOT sell phone systems nor do we provide the necessary TAPI drivers .  The TAPI driver must be supplied by your phone system manufacturer, vendor or a 3rd party telephony developer.  Your phone system manufacturer or vendor would also be responsible for installation and configuration of the necessary TAPI driver.  Once this is done, First Direct can install the TAPI Link software and test the connection to that driver.  Again, it is up to your phone system manufacturer or vendor to sell and support the TAPI driver.

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