How do I set up Phonesuite CTI with Outlook integration?
Step-by-step guide to setting up PhoneSuite CTI with sipgate SIP credentials and Outlook contact synchronization.
With PhoneSuite hardware VoIP phones & softphones can be connected. Likewise, the PhoneSuite Client can act as a Softphone interface. Outlook integration is also possible in order to synchronize the Outlook contacts with PhoneSuite, but also to make calls directly from Outlook.
Attention: Zoiper is supported by PhoneSuite, but only the 32-bit version of Zoiper 3 Premium/Business (BIZ). For this article, the PhoneSuite SIP SoftPhone was used. During installation, the Outlook plug-in was also installed, or all three options were activated.
Configure softphone
After installation on Phone configuration click and in the tab TAPI device the button Select TAPI device press. Now choose the option SIP SoftPhone and click on Device configuration . Of course, several other options are also possible, such as connecting with Zoiper, Snom, Yealink, FRITZ!Box, etc. However, we will limit ourselves here to the SIP SoftPhone.
Now the SIP configuration appears. Please edit it. The entries should look as follows
SIP service provider
Name: sipgate
IP address: sipgate.de
Use STUN server: disabled
Pickup: *9 (+ phone number active)
DTMF: RFC2833
SIP registration data
User ID: the SIP ID of your phone
Authentication name: the SIP ID of your phone
Password: the SIP password of your phone
Display name: empty
Extension number: internal extension
You can find your SIP registration data in the account management via the tile User. Click in the desired user on the VoIP phone you want to configure. An info box will open there with all the data you need for the configuration. From this you can obtain the SIP ID and the SIP password.
Complete the setup by pressing OK and select the SIP SoftPhone, i.e. mark it and then click below on OK (Select TAPI device) . This sets up PhoneSuite as a VOIP softphone. Please make sure that under the option Audio you have configured the correct input and output audio devices and have enabled access to the microphone in the Windows privacy settings.
Currently, the caller's name is only displayed for internal contacts, i.e. users in the account. For more convenience, we will now first set up the BLF function and then the Outlook integration.
Set up BLF function
If you move your mouse all the way to the top, a speed-dial field appears. You also have a speed-dial field on the main window. Click on one of the empty fields and press Edit. Now enter the following information and save the entry:
Action type: dial number
Button name: employee name
Phone number: the employee's internal extension
SIP user ID: see phone number
Dial via this TAPI device: SIP SoftPhone
Monitor LED: click on "..." and select the configured softphone
Important: The BLF function is only available from the sipgate business L plan onward.
Activate Outlook integration
Proceed as follows:
Options ➔ Outlook ➔ Activate Outlook Add-In ➔ Enable automatic synchronization of Outlook contacts
Problems & solutions
Problem: When dialing an external domestic phone number, a different phone number is dialed according to the event list.
Solution: The dialing settings are probably not set correctly. Please proceed as follows:
options ➔ PhoneDialog ➔ Dialing settings ➔ Dial ➔ Advanced settings: Always with area code & country code dial
If needed, the following settings can also be made under the dialing settings:
Phone number format: report and add area code
Telephone system: deactivate outside line access code (outside line seizure)
Problem: The contacts in Outlook are not displayed in the phone book of PhoneSuite CTI
Solution: Please follow the provider's instructions at https://www.phonesuite.de/hlp/de/client/and/outlook.htm
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