Setting up and Using TeleMagic

Linking CTILink to TeleMagic:

• Insure that TeleMagic is running.
• In CTILink, select Options - Client Applications - TeleMagic to display the TeleMagic Properties dialog.

• Check the Link to TeleMagic checkbox.
• When a call is received, CTILink will automatically search all records in the selected database for a record with a matching phone number. If Display TeleMagic on incoming call is checked, CTILink will display TeleMagic if it is minimized with the matching record showing.
• Enter the same User Name and User Password that is used when starting up TeleMagic.
• List the drive and directory where the TeleMagic application resides in the TeleMagic Directory edit box.
• If the format of the phone numbers fields are different than the default TeleMagic phone format enter the format in the Search Number Format edit box.
• The View DDE is used to view the DDE conversation between CTILink and TeleMagic and is provided for troubleshooting purposes.
• Click on the Selected Database tab.

• In the Database list, select the database that CTILink should search on a received call.
• In the Indexes to Search list, select the indexes that should be used for a search. More than one index can be selected by holding down the Ctrl key while clicking on a selection with the mouse.
• If a matching record is found, CTILink will display the value of a field from the matching record in the CTILink caption bar. In the Level 1 Result Field select the field that should be displayed if the search matches a record in level 1. In the Level 2 Result Field select the field that should be displayed if the search matches a record in level 2.
• Click the General tab.
• To test whether all the parameters have been correctly entered, enter a number that is in the TeleMagic database in the Test Search edit field and click Test. If the number is found, CTILink will display the result field value that matches the searched number and TeleMagic will display the corresponding record. An error message will be displayed if the record cannot be found.

Using TeleMagic with CTILink:

• To dial, click on the telephone icon associated with the desired number:

• Another way to dial is to click the Dialer icon which will display a menu of all numbers in the TeleMagic record:

• To hangup, click the Terminate, Save or Cancel button in the TeleMagic Call Notes dialog:

• To answer a call, click on the Answer icon in the TeleMagic tool bar. If a matching record was found in TeleMagic, it will be displayed.