Read this article in its entirety before attempting to configure Maximizer to use TAPI.

Maximizer Customer Support will not support configuration of Maximizer integration with TAPI beyond this article! You MUST obtain the services of a TAPI hardware specialist to fully configure your TAPI hardware system before obtaining the services of a Maximizer support representative.

Enabling TAPI with Maximizer

Maximizer can use TAPI (Telephony Application Programming Interface) to detect incoming phone numbers (using Caller ID) and log the phone conversation for the matching Address Book entry.

• Your telephone system must be TAPI-enabled.
• Your phone system's TAPI driver must be installed.
• Your computer's modem must be compatible with TAPI. You can configure your modem for TAPI through the Windows Control Panel (Control Panel > Phone and Modem Options > Advanced tab). For more information, refer to your TAPI system and Windows documentation.
• Maximizer must be configured for TAPI, as described below.

Even if you meet these requirements, caller ID may not operate properly, especially if your local telephone company uses a different standard for caller ID than your TAPI driver. Call your local telephone company to obtain more information regarding your caller ID standard and compare it to the standard used by the TAPI driver.

Requirements for Caller ID

• Caller ID service from the local telephone company
• TAPI-compliant hardware that is Caller-ID capable
• A TAPI component (such as an .INF file driver) for your Caller-ID enabled TAPI hardware (e.g., UniModemV)

If you are using a modem that is compatible with TAPI (Telephony Application Programming Interface), and have configured it using Maximizer's dialing preferences, Maximizer may provide incoming call detection for your telephone calls.

Microsoft TAPI software components

Reasons why caller ID may not work

If you use a TAPI-enabled modem (as opposed to a PBX, H.323, or other TAPI hardware), and your telephone company provide MESG-format caller ID information (rather than SDM, another common format), caller ID call detection is unlikely to work.

Microsoft's UniModemV TAPI driver and MODEM.INF file, provided with most TAPI modems, do not support MESG caller ID format, which means your modem (and Maximizer) may never receive caller ID information from TAPI. If your modem manufacturer provides its own TAPI modem or PBX driver and the appropriate INF file, or you are able to obtain SDM-format caller ID, you might have more success.

Phone Number Matching with TAPI

When Maximizer uses TAPI to detect an incoming phone call, it matches the phone call to a Maximizer Address Book entry and logs the call as a note for the entry. Depending on your TAPI configuration in Maximizer, it uses either the Smart Phone Number Matching or Exact Phone Number Matching algorithm to determine which Address Book entry matches the incoming phone number.

Smart Phone Number Matching

By default, Maximizer uses the Smart Phone Number Matching algorithm to determine which Address Book entry matches the incoming call.

When a call comes in, Smart Phone Number Matching looks for all Address Book entries with phone numbers ending with the incoming phone number string and displays those Address Book entries in a list so you can select the correct entry.

For example, if the incoming phone number string is four digits, Maximizer displays a list of all Address Book entries ending in those four digits.

Smart Phone Number Matching matches the digits from right to left. The number of matched digits required for matching is equal to the shorter length of the two phone numbers.

The following table illustrates Smart Phone Number Matching for four-digit and seven-digit incoming phone numbers.

Exact Phone Number Matching

If you select the "Enable exact number matching" checkbox in the TAPI preferences in Maximizer, it uses the Exact Phone Number Matching algorithm instead of Smart Phone Number Matching.

Exact Phone Number Matching considers an Address Book entry to match the incoming call only if both numbers contain exactly the same phone number with the specified number of digits.

By default, Exact Number Matching requires both phone numbers to be seven digits, but you can change the required number of digits.

The advantage of Exact Phone Number Matching is that when Maximizer finds an Address Book entry that matches exactly, you do not need to select it from a list of possible matches, as you do with Smart Phone Number Matching.

The following table illustrates Exact Phone Number Matching for four-digit and seven-digit incoming phone numbers.

To configure Maximizer to use TAPI

1. In Maximizer. select File > Preferences.
2. Click the Dialing tab.
3. In the Method group box, select the TAPI option.
4. Click Properties.
5. Fill in your location information, and click OK twice to return to the Maximizer Dialing Preferences.
6. Click Device.
7. Select your TAPI device name from the Line drop-down list, and click OK.
8. Select the Detect incoming calls option. If this option is not visible then see Enabling Detect incoming calls below.
9. Select the Enable exact number matching option, if desired.
10. If you enabled exact number matching, enter the number of phone number digits to match exactly in the Match # of digits box, or leave the default setting of 7.
11. Click OK to close the Preferences dialog box.
12. Repeat this procedure to enable incoming call detection for any other Maximizer users.

WARNING! The following steps involve modifying the Windows Registry. Modifying or deleting registry keys can adversely affect your computer if done incorrectly. Before you modify the registry, backup the registry. Please consult with your systems administrator or Maximizer Software’s Customer Support department if you require assistance.

1. Exit Maximizer.
2. Choose Start > Run.
3. Type REGEDIT into the Open field and then click OK.
4. Navigate down to the following registry key:
   HKEY_LOCAL_MACHINE\Software\Maximizer Software\Maximizer\Modules\AMGR\CurrentVersion\Tapi
5. Double-click Show CID and change the value to 1. Click OK. If the Show CID setting is not there, create one.
   1. In the Registry Editor, choose Edit > New > DWORD Value.
   2. Type Show CID and press Enter.
   3. Double-click Show CID and change the value from 0 to 1. Click OK.
6. Exit the Registry Editor.
7. Start Maximizer and return to step 8 above.

For more information on TAPI, visit the following sites:TAPI Information from Microsoft

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