/
Setting-up & using TAPI

Setting-up & using TAPI

This guide has been reviewed against our global client base and classed as relevant to all regions

TAPI needs to be enabled by Reapit Support (or your local IT support)

If TAPI has been enabled on your system but isn't working, see section titled: Set up TAPI

Telephony Application Programming Interface functionality (TAPI), provides telephone integration within software applications/systems

When a TAPI functionality is used with Reapit CRM (desktop) and a known contact or company makes a call to the office, their details will pop-up on screen - calls to contacts and companies can also be made from the Reapit application

This guide covers:

How to receive/make calls with TAPI enabled

1. Receive a call

When Reapit CRM is running and you receive a call...

  • A pop-up call notification will be displayed to the top left of the screen - the notification will display:

    • Caller number - where available 

    • Caller name - a name will be displayed when the number is stored on a contact record

      • If more than one contact has the number entered into their record, an option to view a list of matching contacts will be offered in the notification

  • Click the notification to view the caller's contact record

    • This informs who is calling when taking the call, while also offering a shortcut to the caller’s record in Reapit

    • Use the Activity section (bottom left) for quick links to the caller's linked records, such as their applicant, vendor, landlord, tenancy records and also offers etc.

2. Make a call

Where a number is stored and a telephone icon shown beside it, a call can be made from within the CRM

  • Click the telephone icon and select Dial number

A message will be displayed on screen saying: Dialling number… Please pick up handset

The call will be connected to your device (e.g. phone, headset) and dial tone will be heard

  • The Manual Journal Entry screen will be displayed

  • Enter Telephone/Contact journal entry and click Accept

    • Where applicable, the note will be shown on the Activity Feed for the record you are in and you will be prompted to update the last call date

Set up TAPI

If TAPI has been enabled via Reapit Support or your local IT support, but isn't working in Reapit, run through the guidelines below

1. Access phone setup

From the main menu:

  • Click user name/office (top left)

  • Click Administration and select Phone Setup


    The screen shown in step 2 will be displayed

 

2. Check device

This screen should show your device, usually only one option should be listed

If multiple options are available, contact your local telephone or IT Support to determine the correct one

  • Select the correct device and click Accept

  • TAPI is now set-up for use with Reapit

After checking the guidelines above, if TAPI still isn't working, refer to this guide:
Troubleshooting telephony integration (TAPI)

Related articles