Camelot Software Knowledge Base

To use the Caller ID Integration feature in Camelot 3.0, you need a modem in your computer, a phone line connected directly to the line port on that modem, and then your phone handset gets connected to the phone port on that modem.

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NEW in Camelot 3.0.0 Build 157+ (http://www.camelotsoftware.com/Camelot3ProgramUpdate.htm):

Camelot3 software can now intergrate with the Whozz Calling POS Etherlink caller id hardware devices available from http://www.callerid.com.  Their Etherlink POS device takes your incoming phone lines which you can then route on to whatever phone system you are using, and then the device plugs into your Ethernet switch or hub.  All incoming caller id messages are then broadcast to all the computers on your local network.  This is a great solution if you have more than 1 phone line and more than 1 computer and you have a phone system that currently handles your calls that may or may not have its own Microsoft TAPI interface.  This hardware eliminates that need.

If you have a modem that is Microsoft TAPI compliant and only need to implement the Caller ID interface for 1 incoming line on 1 computer, then you should be able to implement the caller id popup feature without the aforementioned hardware.  On the Misc/Setup > Company/Misc Info screen, go to the CallerID Integration tab, and choose your modem device in the Device Number drop-down box there, and the other settings (which wouldn't normally need to be changed) by default should be set to Media Mode=mmData and Line Privilege=lpOwner.  Also, be sure that the Whozz Calling Port is set to "none" for this implementation.

Then you can click Init Modem to see that the software does successfully connect to your modem device, and then do a test call by making sure you have a contact entry with a certain phone number (including area code), and then call your number from that phone (usually a cell phone would be used for this test).

You may end up needing to try different settings here to get it to work with your particular modem/computer/phone system setup.  This means that there could be either a different Device you must choose other than the first one in the list, or you may need to try mmVoice as the Media Mode or lpMonitor as the Line Privelege mode.  If you are having problems getting the caller id to be recognized by the software, you should try each combination of these options (e.g. mmData and lpOwner, mmData and lpMonitor, mmVoice and lpOwner, and mmVoice and lpMonitor).

There are some other options there on the left of that screen that are pretty self-explanatory on what you want it to do when the Caller ID message comes in.

IMPORTANT: If you are utilizing a phone system (e.g. Nortel) where the phone line going to your actual handset at the computer isn't coming directly from the phone company's trunk line, but is instead first routed through your phone system, then you may need to contact your phone system provider and ask them to provide you with a CTI (Computer Telephony Integration) device that will make that phone line going to the handset be Microsoft TAPI compliant so it can communicate through your computer.

Using TAPI and CallerID on your PC requires at least four things.