How To Setup Auto Dialer

The Auto Dialer in Collect! works with your computer's modem or TAPI settings. This document describes how to connect your phone lines, your computer's modem and telephone handset, and then enable the auto dialer.

If you can dial a number using the Windows Phone Dialer, then you can also dial using Collect!.

Please ensure that you have installed the Phone Dialer that is part of your operating system software. Check that this feature is functioning outside of Collect!. If it is not installed or does not work, it will not work in Collect! either.

Connecting Phone Line And Modem

Connect the phone line from the wall to your computer modem's Line input.

Connect your telephone to the modem's Phone input.

The manual you received with your modem will show exact wiring requirements and diagrams. Please follow those instructions.

If Your Computer Does Not Have A Modem

If you are on a network, there are alternative ways to set up auto dialing.

Multi-line business phone systems cannot be used with modems, which require a single telephone data line to operate. Some multi-line phone systems will support a computer's phone dialer, and some will not. You will need to consult your telecommunications service provider to determine this in your own case.

Another way of setting up the auto dialer on a network-wide basis is to use "Voice Over IP" (VOIP). This passes the telephone voice signals over your IP (Internet) connection, thus integrating your telecommunications and computer network systems. Setting this up is beyond the scope of this document, but a wealth of information on this subject is available on the Internet, and from your telecommunications and Internet service providers.

If your phone provider has a TAPI driver which allows you to dial a number using the Windows Phone Dialer (dialer.exe), then Collect!'s Auto Dialer will work transparently for you.

Collect! can also communicate with the softphone of your choice, provided your O/S is configured already to handle the softphone communication protocol you specify. Please refer to Help topic, Softphone for further details.

To Set Up The Auto Dialer

Select System from the top menu bar and then select Preferences and then select Autodialer Setup.

OR

From the Main Menu, choose System Administration. Then, from the System Administration menu, choose Setup and Configuration. Then select Autodialer Setup when the System Setup menu is displayed.

Make sure any settings you want customized are correct for your operations. All other settings should be left as they are.

Click on OK to save the settings.

The Device and Modem Control Strings are not used in the Windows dialer functions. For Windows 2000/2003/XP Pro and newer, we use the TAPI32 interface. To configure your TAPI interface use Control Panel.

Collect! can also communicate with the Softphone of your choice, provided your O/S is configured already to handle the softphone communication protocol you specify. Non-TAPI systems can also use Auto Dialer. Please refer to Help topic, Softphone for further details.

To Set Up Operators Using Auto Dial

From the System menu choose Preferences, select Plans and Reference Tables, then WIP Options.

Make sure the check box labeled Automatically Display Dialer is marked with a check to switch it ON.

The AUTO DIALER is simply a tool to automate the dialing of a phone number so that the operator does not have to dial the number manually. This item may require your technician. It is important that you print out the help about the AUTO DIALER and what is needed to set it up. Giving the printout to the technician will supply him with all the necessary information needed.

The AUTO DIALER feature should not be confused with the PREDICTIVE DIALER feature.

See Also

- Auto Dialer Preferences
- How To Auto Dial
- Softphone