Click to Dial - Outlook

Compatibility

• Microsoft Windows operating systems through Windows 8

• Outlook versions through 2013

Where to Download

Click this link for download - Download Link

Overview of Outlook Click to Dial 

• When a user clicks on the "Fonality" tab, the "Disable/Enable" button appears and the "Account Settings" button appears in the top left corner.

• When a user installs the Outlook Click to Dial plugin, the "Fonality" tab appears in Outlook. 

• Click on "Account Settings" for the "Fonality" modal to appear, which allows the user to sign in to Outlook Click to Dial by using their HUDWeb credentials.   

• Click on the "Disable/Enable" highlight button to disable or enable Outlook Click to Dial (it says "Disable Highlight" with a red line through it when Outlook Click to Dial is enabled).    

Step-by-Step Instructions to Login and Enable Highlighting

To login: 

Precondition: User has the plugin installed  

1. Click on the "Fonality" tab  

2. Click on the "Fonality" icon 

3. Click on the "Account Settings" button (a Fonality modal appears) 

4. Enter a valid "User Name" 

5. Enter a valid "Password"

6. Click on the "Login" button 

7. There should be a message on the bottom of the modal: "Login Successfully" 

To enable phone number highlighting: 

Prerequisite: User is logged into Outlook Click to Dial  

1. Click on the "Fonality" tab  

2. Click on the "Fonality" icon  

3. There should be a red line going through the "Fonality" icon "Disable Highlight." Phone numbers in an email should also be highlighted green

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Trouble updating Outlook Plug-ins?

 Follow these steps:

1. Uninstall the old Click to Dial plug-in

2. Install the new Click to Dial plug-in

3. Click on the "File" tab within Outlook

4. Click on the "Manage COM Add-Ins" button

5. Click on the "Enable this add-in" button

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