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Financial/Insurance · Exact Online

Exact Online

MacStandardPlus Client Add-In
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Published feature support

What this configuration supports

Address Book Search
Supported
Caller details preview
Supported
Pop contact in edit mode
Not marked supported
Live Mode
Not marked supported
Click to dial via Telogix
Supported
Manual screen pop
Supported
Automatic call activity logging
Supported
Integration with Notes
Supported
Cached Mode
Not marked supported
Click to dial via business application
Not marked supported
Auto screen pop
Supported
Manual call activity logging
Supported
Add contact
Supported
Additional features
Not marked supported

Notes & advisories

Requires the user to be registered as an Exact Online App Centre Partner - https://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Reference-appcenter-eol-appcenter-dev-task-becomepartner.  Each user must use their own Exact Online login credentials within the Add-in.In newer versions of the integration, we now use Exact's "Sync API". You can set the sync interval locally, with each sync only getting the changed/deleted records, reducing the amount of API Calls considerably.2 Factor Authentication is supported

References & walkthroughs

Original Telogix listing