This is the version/s of 4Sight supporting integration to the application.
(related to 4Sight version 2.6)
Address Book Search:
This feature allows the contact directory (address book) of an integrated business application to be searched from the 4Sight system tray menu. A contact can be "dialed" or "popped" from the search results.
Click to dial via 4Sight:
Allows users to dial database Contacts from the 4Sight Address Book. Also allows users to dial from Call History, Web Pages, and On-Screen Copy/Paste via Clipboard Dialing.
Click to dial via business application:
Allows users to dial directly from a dial function natively embedded in the business application.
Caller details preview:
Incoming caller details will be displayed in an on-screen pop-up window, for either inbound or outbound call, when a match is found for the telephone number in the business application contact database.
Manual screen pop:
A small icon will be displayed in the preview window. When pressed it will pop the contact record for the caller in the business application.
Auto screen pop:
The contact record for the caller will automatically pop when the user's extension is either ringing or answered.
Features provided by the application vendor:
Integration features are natively provided within the business application. Please refer to the business application provider or related documentation for further details.
Additional integration features are available. Please check the notes/advisories for further details.
Automatic call activity logging:
The 4Sight client automatically writes a call activity record to the integrated business application. This happens once the user hangs-up the call and if the phone number matches to a contact within the integrated business application. The generated call activity record is saved within the matched contact's call activity log.
Manual call activity logging:
The 4Sight client will present an additional button on the caller preview window if a match to the caller's number is found within the integrated business application. Pressing this button will create and open a new activity window within the business application, with some fields, such as 'subject', pre-populated.
Integration with Notes:
The notes field from the matched CRM record will display in the Preview window.
An "Add-in" is an option in the 4Sight client that, when configured, connects the 4Sight client to the business application enabling a pre-defined set of integration features as detailed in the "Supported features" box.
Client Add-in with Events
An “Add-in with Events” is a Client Add-in that also sends and receives events to and from the business application such that the integration features are a combined function of the 4Sight client and of the business application. Please refer to the “Supported features” box for more details.
The business application provides its own integration features by sending and receiving telephony events through the 4Sight TAPI driver installed on the end user PC.
The business application provides its own integration features by sending and receiving telephony events through the 4Sight TAPI driver installed on the business application server.
The business application provides its own integration features by sending and receiving telephony events by connecting to a proprietary API exposed through the 4Sight server.
Product / License Type
The minimum Product / License required to achieve integration.
Add-In / TAPI Driver can be installed by the reseller / end user using on-line guides.
Installation must be carried out by the 4Sight Developer.
Remote configuration and testing of the Add-in for the first two stations: the first to ensure everything is working as expected; the second to demonstrate to the engineer attending the site, who is then expected to deploy the remainder of the site. It is expected that the client is installed and configured on the station prior to installation / configuration of the add-in.
All installations require completion and sign-off of an on-line pre-installation checklist prior to confirmation of the installation date.
Integration with this application has been successfully implemented on multiple occasions.
Please check supported versions and features before completing a quote.
Initial testing has been completed with this application.
A pilot site is required to test integration features in a production environment.
Integration with the application has previously been achieved but details are only partially documented or integration is under active review.
Requests for integration will be reviewed on a case by case basis.
This application has been previously reviewed and is not supported.
Standard integrations are available by default within the 4Sight client and installation can be completed by the reseller / end user using the add-in guide provided.
Standard integrations use open APIs or benefit from partner agreements with the business application developer and it is expected that support for future releases will be maintained. Supported integration features are given in the table below.
Controlled integrations have typically been provided on a customer project basis and either a limited agreement or no agreement is maintained with the application developer and support for future releases might not be available.
The integration add-in is not available by default within the 4Sight client and must be enabled by the 4Sight developer at the time of installation. Supported integration features are given in the table below.