Outlook Not Showing up in Integration in Softphone

Discussion in '3CX Phone System - General' started by jmiller, Oct 25, 2016.

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  1. jmiller

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    I just upgraded to the Pro version and trying to get the softphone to sync with Outlook. When I go to Settings | Advanced Settings | Integration Outlook is not listed. The plugin is installed and working in Outlook itself.
     
  2. XanthiZ

    3CX Support

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    In order to Use the Outlook plugin you need to do the following:

    1) From Management Console go to Extension > Edit your Extension > Go to Integration tab and enable the option : Enable Integration. From the list select the Outlook.zip and press OK
    2) From 3CXPhoneForWindows you need to Restart the Client

    Then go to Settings > Advance Settings > Integration.
    Please let me know if you managed to make it work
     
  3. jmiller

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    It shows up but errors when I click on it. It also throws up two error dialog boxes when I open Outlook. It then shows two addins for 3cx. I can disable one but the 3cx phone client still gives the error when I click on Outlook (see attachment).
     

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  4. jmiller

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    ok, got it to work. I had downloaded the 3cx plugins from the website and it must have been conflicted with the console version? Not sure but it works now. Thanks.
     
  5. jmiller

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    Will the 3CX client pull in Outlook contacts or do I have to go to Outlook to make the call? I was thinking that the 3CX client would sync with Outlook and pull the contacts from Outlook into the contacts section of the 3CX softphone.
     
  6. XanthiZ

    3CX Support

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    I will explain how the 3CX Plugins works.

    When there is an incoming call to your 3CXPhone , the plugin will search through your Outlook contacts.
    If the Contact exists in your Outlook account , then it will show the Contact Info of that Contact.
    If the Contact DOES NOT exist then it will create a new Contact on your Outlook account with the incoming call number.

    If you want to configure the Settings of the Plugin , then from 3CXPhone > Settings > Advanced Settings > Outlook > General you can change the Behavior of the Plugin.

    You also have the ability to Click2Call via Outlook. [Please see attachment]
    That means you can select the Contact and the Number you want to make a call and just click on it.
    Then from 3CXPhoneForWindows the number will be copy in the clipboard.
     

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