•

Download the agent from this address: https://fivecrm.com/downloads/FIVECRM_tools_setup.exe

•

Run the program to install it.

•

It will create an icon on the desktop, double click it.

•

The agent runs minimised in the System Tray, right click the icon to Restore the window

•

Click on the Settings page tab

•

Select the Connection Method "Direct"

•

Enter the system log-in path.

•

Select the Dialing method "TAPI"

•

Select the Device

•

Make sure the option "Device is a modem" is unchecked

•

The next step is to set the dialing method in the system.

•

When logged in, go to the menu option User/Dialing-method (this can also be done from Setup > User Profiles, so you don't have to log in as each person)

•

Set the dialing method to "IP command", and enter the Dial command:

http://127.0.0.1:7777/?dial=*telephone&rec=*rec&filename=*filename&area=*area

•

Set the Hangup command:

http://127.0.0.1:7777/?hangup

•

Save.

•

Now it should be possible to dial by clicking the Phone button in an account.

❑

Check that the FIVE CRM Agent can dial directly

•

Open the Agent (you may have to click on it in the Windows System Tray)

•

Click on the button Log / test

•

Enter a phone number at the top right

•

Click the button Dial

•

If it does not dial then check the TAPI driver is installed an configured (some TAPI drivers need to be configured in the Windows Control Panel, Phone & Modem options)

•

Check if Windows Phone Dialer can dial using the TAPI device (go to Windows Start/Run, type Dialer)

•

If Windows Phone Dialer does not dial then there is definitely a problem with the TAPI driver or phone

•

If Windows Phone Dialer does dial then try changing the setting TAPI Mediamode. This can be blank, Datamodem or Interactive Voice. It's just trial and error to find out which one will work.

❑

Double check the User Dialing method in the system is IP Command and the dial command is:

•

Turn off all firewalls and anti-virus.

•

Try the test again.

•

If that does not work change the User Dialing method in the system to URL Scheme

•

Enter the dial command: callprodial:dial?telephone=*telephone&rec=*rec

•

Enter the hangup command: callprodial:hangup

•

In the FIVE CRM Agent set the Connection method to URL Scheme

•

Try the test again.

•

If that does not work try the command directly in a browser (either Firefox or Internet Explorer, NOT Chrome):

•

Type exactly this, replacing *telephone with your own phone number: callprodial:dial?telephone=*telephone

•

If that does not work you need to check the setup in the Registry.

•

Open the Registry and look for the key:

•

The default value should be:

•

If you have moved the FIVE CRM Agent to a different folder then this value also needs to be updated.