In addition to the data already available from a CRM in ProCall, the head of the company would like to have another ANSI text file with (a few) private contacts available in his client, visible only to him.

Implementation

  1. Add a new ODBC data source in the ProCall Client settings under Search\DataSources
  2. Using the Microsoft text driver
  3. Connect to the customer's address file
  4. Assign fields sensibly


Configuration guide – task A