[v12.205 and above] CloudPBX Software - prerequisites & integration setup
Overview
When the phone rings, a phone application window opens up and allows a user to select and see phone number data.
NOTE: In order to have this integration, 3CX software or similar has to be installed and working on the computer. This integration is available to offices using TDO Version 12.205 or higher.
Setup
NOTE: Please make sure that User Account Control is turned all the way off on Windows. For your reference, please see our Best Practices article, which can be found HERE.
In 3CX, please go to Configuration Settings.
Select Advanced Settings.
Select Behavior.
Check the option to select Launch application on incoming call.
On the Path to executable window, make sure to have C:\Program Files\TDOffice\DOtNet\TDO.Connect.exe (if the computer is 32-Bit) or C:\Program Files (x86)\TDOffice\DOtNet\TDO.Connect.exe (if computer is 64-Bit) is added.
On Parameters to Send field, please type in: %CallerNumber%.
On the computer, go to Start> Computer (on Windows 7), or right-click on the Start Menu>File Explorer (on Windows 10) and follow the path:
- C:\Program Files\TDOffice\DotNet (on 32-Bit), or C:\Program Files (x86)\TDOffice\DotNet (on 64-bit)
Right-click on TDO.Connect.exe and select Properties. Then go to Compatibility tab and make sure the “Run this program as administrator” box is checked then click OK.
Once the setup is complete, a window like the image below will popup on the screen as incoming calls are received.
