IP Office

Click to call from Outlook

IP Office, back in the day, used to use TAPI to allow users to dial from Outlook Contacts.  Now that Microsoft has entered the voice telephony, they have enhanced capabilities in their products.

With IP office Release 9, Avaya allowed the One-X portal desktop clients to enable the Smart Tag feature set.  So, to have the ability that a user can click on a number in Outlook, Word or Excel, you first need to enable the Smart Tag options in Microsoft

Microsoft Outlook 2007:

1. In the Tools menu, select Options.

2. Click the Mail Format tab.

3. Click Editor Options.

4. Click Proofing, and then click AutoCorrect Options.

5. Click the Smart Tags tab.

6. Enable Label text with smart tags check box.

7. Select Avaya IP Office smart tag listed in Recognizers.

8. Enable Show Smart Tag Actions buttons check box.

9. Click OK.

Microsoft Outlook 2010 and 2013:
1. Select File > Outlook Options.

2. Click Mail.

3. Click Editor Options.

4. Click AutoCorrect Options.

5. Click the Actions tab.

6. Select Enable additional actions in the right-click menu check box.

7. Select Avaya IP Office smart tag listed in Available actions.

8. Click OK.

 

You can even do this in Word or Excel:

To enable smart tags in Word 2007 and Excel 2007

  1. Click the Microsoft Office Button.
  2. Click Options.
  3. In the categories pane, click Add-ins.
  4. In the Manage box, choose Smart Tags and then click Go.
  5. Select the Label data with smart tags check box.
  6. Click OK.

 

Now that we have that set, you need to install the IP office One-X Portal Desktop clients.  Those are downloaded in the One-X portal web page by going to the Configure tab, then Desktop Integration.  There you will see three sections, PrerequisitesAvaya IP Office Plug-In for Microsoft Outlook & Avaya one-X Call Assistant and Avaya IP Office Plug-In for Salesforce.com.  Obviously install the prerequisites first, then the desktop clients.  Once they are installed and sync up to your IP Office/One-X Portal, you are ready to try the Smart Tags options.

In outlook, you may see a phone number in the email or in the signature.  All you need to do now, is right click on the number, and you will get a drop down box.  Thats it, select the Call option and your phone will dial out to that number.

Smart Tag

 

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