This project is read-only.

User Guide

The user guide is still a work in progress.

Configuration - VDialer Options

You configure VDialer from the Outlook options dialog (from the menu: Tools | Option). You should see a new tab (labeled "VDialer").

VDialer-Options_75.png
Outlook Options dialog - VDialer tab

Account Settings

Username/Password
You will need to enter your Vonage account username and password - this is the same username/password as you use to access the Vonage web site.
Phone number
This is your own phone number. Please note that you need to include the long distance carrier code; at least in the U.S. (e.g. (555) 000-0000 must be entered as 1 (555) 000-0000). You can press the Lookup button to get the number(s) associated with your Vonage account (requires username and password to be entered).

Dialing properties

The dialing properties decides how a number will be dialed.
Country code:
This is the country code for the country where you are located (1 for the U.S.). If the phone number you are dialing is prefixed with a country and that code is the same as your country code, the country code prefix will be removed. Otherwise the international carrier code will be used.
Use this carrier code to make long distance calls:
The carrier code for long distance calls (1 for the U.S.), if applicable.
Use this carrier code to make international calls:
The carrier code for international calls (011 for the U.S.), if applicable.
Ignore phone number extensions when dialing
With his option enabled, any extensions will be removed from the number that is dialed. Note that the Vonage service does not support number extensions.
Examples (country code = 1, long distance carrier code = 1, international carrier code = 011, ignore extensions):
Contact number in Outlook Number dialed Comment
(555) 000-0000 1 (555) 000-0000 Add long distance carrier code
+1 (555) 000-0000 1 (555) 000-0000 Remove country code, add long distance carrier code
+1 (555) 000-0000 x 1200 1 (555) 000-0000 Remove country code, add long distance carrier code, ignore extension
+47 12 34 56 78 011 47 12 34 56 78 Add international carrier code

Journal

Create journal entries when making a call
When this setting is enabled, a journal entry will be made each time a call is made. Further configuration is possible by pressing the Journal Options button (see journal options).

Dialer form

Show dialer form when making a call:
This setting allows you to disable/hide the dialer form when making a call. When this option is unchecked, the call is placed without any dialog.
Wait for user to press "Call" button before dialing:
If this setting is enabled, no calls are made before the user presses the Call button. Otherwise the call is made immediately. This option is only available if the dialer form is enabled.
Automatically close dialer form upon sucess:
If this setting is enabled, the dialing form will be closed automatically if the call was made without errors. This option is only available if the dialer form is enabled.

Journal Options

The journal options dialog allows the user to further configure how journal entries are created, if the "Create Journal entries when making a call" option is enabled.

VDialer-Options-JournalOptions_75.png
Journal options dialog

Journal folder

Create entries in default journal folder
Folder

Journal fields

Subject
VDialer-Options-JournalOptions-Subject.png
Entry type
Category
VDialer-Options-JournalOptions-Category.png
Link contact to journal item
Enabling this option will create a link between the journal item and the contact. This will allow you to see the journal entries from the "Activities" view of the contact.

VDialer-App-ContactItemActivities_75.png
Contact item activities - journal entries linked to contact
Copy company value from contact
Enabling this option will copy the value from the company field on the contact item to the company field on the journal item.
Mark the journal as private
Enabling this option will mark the journal item as private so that other people cannot see the details of it.

Context Menu

ContextMenu.png


Contact

VDialer-App-ContactItemRibbon_75.png

Dialer form

VDialer-App-DialForm_75.png

Last edited Nov 30, 2009 at 7:54 PM by ksamuelsen, version 16

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