In the orgaMAX forum the request has been there since 2013: when a call comes in, the caller’s master data should appear, recognised by the phone number. In orgaMAX Buchhaltung this still does not exist.
Where orgaMAX lacks the telephony link
- orgaMAX ERP talks to the phone system – through the Windows telephony driver, set up on the workstation.
- orgaMAX Buchhaltung runs in the browser. It has no telephony link.
- Who is calling you only see there after asking for the name and searching.
Haus iT Caller ID closes this gap – without a driver and without installation.
What it looks like with Haus iT Caller ID
When the phone rings, the number is searched through the orgaMAX interface. The Webex sidebar then shows name, company and customer number – before you answer.
- The phone rings Incoming call
- Webex reports the number
- Haus iT Caller ID standardises it
- Your orgaMAX looks it up Your customer data stays here
- The sidebar names the caller
- The phone ringsThe number is searched in orgaMAX
- The name is thereName, company and customer number
- Unknown?Create as a customer from the tile
| Without the connection | With Haus iT Caller ID | |
|---|---|---|
| Who is calling | only after answering | while it rings |
| Customer number | search in orgaMAX | shown in Webex |
| On the PC | driver only for orgaMAX ERP | nothing to install |
| New caller | type in later | create from the tile |
What you gain
- No driver, no add-on program. The tile sits in the Webex client – at home and on the road as well.
- All of the customer’s numbers. Phone 1, phone 2, mobile and the numbers of their contact persons.
- No matter how the number was entered. With spaces, in one piece or with +49.
- Create new callers. Anyone orgaMAX does not know you create as a customer from the tile.
- Open callbacks. Missed calls stay in the tile until someone has called back.
Setting it up
- Create your own extension in orgaMAX Buchhaltung – in the Marketplace, with the access “Kunde lesen” (read customer); to create callers from the tile, also “Kunde erstellen” (create customer).
- Enter API key and secret in the portal. The portal takes over the ownership ID when you click “Erweiterung testen” (test extension).
- Approve the app in Webex – once in Control Hub.
What it cannot do
- Not for orgaMAX ERP. There is no interface there that we could ask.
- No jump into the customer record. orgaMAX does not open during the call.
- No call note in orgaMAX. Nothing is written back – only new customers are created, if you allow it.
In short
orgaMAX knows your customers. With Haus iT Caller ID your team knows them too – while the phone is still ringing, without a driver.
Frequently asked questions
Does orgaMAX Buchhaltung have a telephony function?
No. According to the vendor’s feature comparison, the telephony link exists only in orgaMAX ERP. orgaMAX Buchhaltung runs in the browser and does not recognise incoming calls. Haus iT Caller ID shows the caller in Webex instead.
Do I have to install anything on the PC?
No. You need neither a TAPI driver nor an add-on program. The number is searched through the orgaMAX interface, and the result appears in the Webex client.
Does it also work with orgaMAX ERP?
No. For orgaMAX ERP the vendor offers no interface we could search through. The connection applies to orgaMAX Buchhaltung.
Does the customer open in orgaMAX when the call comes in?
No. Name, company and customer number appear in Webex while the phone rings. orgaMAX itself stays as it is.
Do I have to import my customers into Webex?
No. When the phone rings, your orgaMAX is searched directly. No copy of your customer base is created – neither in Webex nor with us.
And suppliers or tradespeople?
You enter them once in the portal’s number book. It applies to everyone in the company and is asked when orgaMAX finds nobody.