Financial/Insurance · Exact Online

Exact Online

WindowsStandardPlus Client Add-In

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

Exact Online (http://www.exactonline.nl) Exact Online (http://www.exact.com)

Original Telogix listing