Call-aid guide (Version 2)

Call-Aid for Act! is a dialer add-on that works with your VOIP softphone, and TAPI devices. Call-Aid makes dialing from Act! easy and accurate, while ensuring you and your team always are prompted to record the History of the call, as well as follow-ups, as required. Functionality includes:

Seamless Click-to-Dial Functionality

Call-Aid allows Act! users to initiate calls directly from any phone field within the Act! CRM. By simply clicking on the phone icon at the end of the field, users can trigger a call using their default communication device in Windows. This feature eliminates manual dialing, saving valuable time and reducing the risk of dialing errors.

No Configuration Required

One of Call-Aid's standout features is its ease of use. There is no need for complex setup or configuration like there was in the earlier version of Call-Aid. Once installed, this new version displays the phone icons on your Act! layout, and is ready to work with the Windows default communication device. This means you can start making calls immediately through your VOIP softphone or TAPI device without any technical hurdles. The first dial may prompt you to select a default dialer, but after that, it'll just work right away.

Enhanced Call Logging and Timing

Call-Aid simplifies the dialing process and enhances your ability to track and manage call activities. Each call initiated through Call-Aid prompts the user to record the call history, ensuring that all interactions are documented within Act! CRM. Additionally, Call-Aid times the duration of each call, providing accurate logging for reporting and analysis purposes. It even displays a button for scheduling follow-up activities if needed.

Features:

Call-Aid launches the user's softphone (VOIP), as well as TAPI calls for users with modems, and then dial's the number from the field you clicked beside.
Custom History recording dialogue box (see illustration below) that times your calls and makes sure your logging is accurate and consistent (available from the toolbar, as well, to use separately)
The custom History dialogue box also supports dynamic positioning. Wherever you last positioned it, it will reappear in the same place the next time it's invoked with a call.
Auto-positions dialer icons on your layout, allowing you to choose to the right or left of the phone fields, and avoids fax fields. Works with all on-premise softphones we've tested, including Skype.
It's a one-time cost. It works with 32—and 64-bit versions of Act! Pro and Premium. A 15-day free trial is available.

Call-Aid is licensed per activation and can be downloaded from the following link: https://www.act4work.com/files/CallAid/v2/

Setup Instructions

Please download the Call-Aid add-on installer from the link above.
With Act! closed, run the setup to complete the installation checking 'Launch Act!' checkbox before finishing.
Select “Try” when the registration screen pops up
Open a contact in your Act! database and click on the phone icon next to their phone number.
The first time you use this feature, you will be provided with a selection of apps to pick from for dialing. Select your preferred softphone app. This step can be avoided by setting up default caller applications in Windows. Please refer to our video if you would like to set up default dialer.
On future uses the softphone will be selected automatically.
Please follow Call-aid Legacy guide for wider use of tools requiring configuration. They are still available in the new version of Call-aid but not displayed at application's opening as most users will prefer configuration free setup.

General Use

Call-Aid is as simple to use as it is reliable. Simply click the Call-Aid icon in front of the phone field you wish to dial, and it launches your softphone and dials the number. When the call is complete, the user simply completes the custom History dialogue box, and the History is recorded for that contact, along with the exact duration of the call.