Call-aid guide

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.

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

Setup Instructions

  1. Please download the Call-Aid add-on installer from the link above.
  2. With Act! closed, run the setup to complete the installation
  3. Launch Act! and select “Try” when the registration screen pops up
  4. From within Act!, click Tools > Call-Aid preferences > Options
  5. From the drop down select “softphone”
  6. Click the “Softphone” tab, and then click the ellipsis at the end of the Program path field to browse to your softphone executable and select. (TAPI users select accordingly)
  7. Check with your Softphone Vendor to see what their command line is. Bria, for instance, uses a command line arguments should automatically populate once you select your softphone executable. In most cases it will be “-action=call?to=[#]“, without the quotes

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.

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