Below are the steps needed to sync your contacts with the Agent Manager:

The first step is to retrieve the application. You can do this by logging into your TMS. You will be presented with the profile screen which displays tabs such as My Accounts, My Contacts, Downloads, and Provisioning. Click on the Downloads tab. Then click on the Download: Setup-AgentManager button. The file will be downloaded to your computer. Once it is downloaded, you can then proceed to install that application.

Once the application has been installed you can then proceed to open the application by going to "Start" and typing in the search bar "Agent Manager". Once the application starts up it will say "It looks like this is the first time you are using this application". You can press "OK". Then when it prompts you for your username and password, you can then enter your TMS details. 


 Once you have entered the details, you will need to select the account with which you are going to use the Agent Manager. This can be done by selecting the Settings wheel/cog on the left hand side of the page. Then click "Select Account" and choose your extension from the list. The Agent Manager will now initialise. 

 

Now that the application is installed and configured to your credentials, you are now able to proceed to sync your contacts with it.

If you would like to dial out through your physical desk phone, click on the "View" tab at the top left corner, and select "Hide phone". Thereafter you can proceed to click on the "Contacts" tab. This will then provide a drop box from which you can choose contact settings. Click on Contact Settings.

Another screen will then appear which will enable you to select contacts to be synchronized from Microsoft Windows Mail, Microsoft Outlook, CSV/Excel, or from LDAP. You can then proceed to click the check box "Enable Microsoft Outlook Sync". Then click the Test button. If you are satisfied with the results, you can proceed to click OK. Thereafter you can close the Address Book Settings. Go to the Contact tab again, and click on "Sync Contacts Now"

It will take a few minutes to update your address book. In order to verify the contacts sync, you could go to the contacts button, just below the Contacts tab. The contacts which have been synced in accordance with the Outlook account will have an Outlook icon next to it.

 

You will then be able to right click on the number, click Dial-number, select the number to dial, and it will ring on your desk phone which in turn will initiate the call to the designated party once you pick up the handset after it starts to ring.