All content on these pages are related to the latest supported release of the partnerCRM client.

Exact Online

Integration Type

Plus Client Add-In

Add-in Classification

Standard

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Exact Online

Application:

Exact Online

Market:

Financial/Insurance

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via partnerCRM:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Pop contact in edit mode:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Add contact:

Live Mode:

Cached Mode:

Notes / Advisories

Requires the user to be registered as an Exact Online App Centre Partner - https://support.exactonline.com/community/s/knowledge-base#All-All-DNO-Reference-appcenter-eol-appcenter-dev-task-becomepartner.

  Each user must use their own Exact Online login credentials within the Add-in.

In newer versions of the integration, we now use Exact's "Sync API". You can set the sync interval locally, with each sync only getting the changed/deleted records, reducing the amount of API Calls considerably.

2 Factor Authentication is supported

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

partnerCRM

References

  1. Exact Online (Product Website)
  2. Exact Online (Manufacturer Website)