How to integrate CloudPBX and TDO with v16 Desktop Client


Step #

Task

Screenshot

1

In 3CX, please go to Configuration Settings.

 

2

Select Advanced Settings.

3

Select Behavior.

 

4

Check the option to select Launch application on incoming call.

 

5

On Path to executable window, make sure to have C:\Program Files\TDOffice\DOtNet\TDO.Connect.exe (if the computer is 32-Bit) or C:\Program Files (x86)\TDOffice\DOtNet\TDO.Connect.exe (if computer is 64-Bit) is added

 

6

On Parameters to Send field, please type in: %CallerNumber%.

7

On the computer, go to Start> Computer (on Windows 7), or right-click on the Start Menu>File Explorer (on Windows 10) and follow the path: 

  1. C:\Program Files\TDOffice\DotNet (on 32-Bit), or
  2. C:\Program Files (x86)\TDOffice\DotNet (on 64-bit)

 

8

Right-click on TDO.Connect.exe and select Properties. Then go to Compatibility tab and make sure the “Change settings for all users” box is checked then click OK.

9

Once the setup is complete a window like the image below will popup on the screen as incoming calls are received:

 

Steps to Set Up 3CX TAPI

 

Step #

Task

Screenshot

1

Exit 3CX.

 

2

Launch the 3CXTAPIPlugins15.exe.

 

3

Select TAPI Driver. Click Next.

5

Fill in the extension number(s) and name(s) for each phone that this computer will control.  Normally, there is only one extension number & name per computer.

 

                            

6

Click Finish.

 

7

Launch TDO and double-click a Phone Number either Home, Work, or Mobile

This window should pop up:

8

Select Setup and then select Dialing Rules.

9

You will need to select New or Edit. In General, the required fields are Country/Region and Area Code

10

Go to Area Code Rules.

11

Type in the location's Area Code. Select checkbox Include the area code.

12

Click OK.

Click OK again.

Click OK again.

 

13

Now, every time you double-click a phone number, the AutoDialer will come up

14

Click OK and 3CX will make the call.

 

 

 

 



Article ID: 443
Created: February 20, 2019
Last Updated: September 25, 2023
Author: Natural Networks NOC [support@naturalnetworks.com]

Online URL: https://kb.naturalnetworks.com/article.php?id=443