User guide

Using contacts maintained in another contact manager 10-16
Chapter 10: Managing Contacts and Groups
Wave ViewPoint User Guide
You can also install the Wave Contact Manager Assistant (CMA) and receive screen-pops
showing the name, the Caller ID, and the time of day of the call. Act! users can receive
screen-pops without installing the CMA.
You do not need to have the Wave ViewPoint installed to use the TAPI Service Provider or the
CMA.
Using the Wave Contact Manager Assistant
The Contact Manager Assistant enables Outlook, GoldMine, or FrontOffice 2000 contact
managers to pop up contact information automatically when contacts in one of your contact
managers call. Wave recognizes the incoming Caller ID number, Caller ID, or name.
To run the Contact Manager Assistant
1. Choose Start > Programs > Vertical Wave > Contact Manager Assistant. The program
starts and runs in the background.
2. Right-click in the system tray for a shortcut menu of commands that you can use to
configure and personalize the program. For further instructions, see the CMA’s online
Help.
Importing contacts from other contact managers into Wave
You can export contacts from other contact managers and import them into Wave.
Exporting contacts from Microsoft Outlook
The following instructions show how to export contacts from Microsoft Outlook:
1. In Outlook, Select
File > Import and Export.
2. Select
Export to a file from the list and click Next.
3. Select
Comma Separated Values (Windows) and click Next.
4. Select a folder in which to store the contacts file and click
Next.
5. Enter a filename and click
Next.
6. Click
Finish.
Release 3.0
October 2012