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Keap Max Classic
Keap Max Classic
Keap Max Classic
Keap Max Classic
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Keap Max Classic
Application
Keap Max Classic
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
Infusionsoft API has a limitation that does not allow searching by First Name. Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call),
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Keap Max Classic (https://keap.com/keap-max-classic)
Keap Max Classic (https://keap.com/)
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Keap Max Classic
Application
Keap Max Classic
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
Infusionsoft API has a limitation that does not allow searching by First Name. Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call),
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Keap Max Classic (https://keap.com/keap-max-classic)
Keap Max Classic (https://keap.com/)
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Keap Max Classic
Application
Keap Max Classic
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
Infusionsoft API has a limitation that does not allow searching by First Name. Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call),
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Keap Max Classic (https://keap.com/keap-max-classic)
Keap Max Classic (https://keap.com/)
Integration Type
Plus Client Add-In
Add-in Classification
Standard
Product / License Type
Unite
Application Information
Manufacturer
Keap Max Classic
Application
Keap Max Classic
Market
General CRM
Supported Features (related to latest supported release)
Address Book Search
Caller details preview
Pop contact in edit mode
Additional features
Live Mode
Click to dial via Telogix
Manual screen pop
Automatic call activity logging
Integration with Notes
Cached Mode
Click to dial via business application
Auto screen pop
Manual call activity logging
Add contact
Notes / Advisories
Infusionsoft API has a limitation that does not allow searching by First Name. Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call),
Other Information
Operating System
Windows
Installation Options
Optional
Product
Telogix Connector v4
References
Keap Max Classic (https://keap.com/keap-max-classic)
Keap Max Classic (https://keap.com/)
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Still have questions?
We have answers and love to chat!
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Still have questions?
We have answers and love to chat!
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Your questions answered.
We'll do our best to answer your most frequently asked questions.
Can we keep our original number?
How does your installation work?
Will this system allow me the freedom to work from home?
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved
Sign up to stay connected! Join our email list today!
Phone Service Built for Business℠
©2024 TELOGIX, LLC - All Rights Reserved