PRISM/Look software allows Microsoft Outlook 97/98 users to control their telephones
from their computers using Microsoft TAPI. Dialing a phone number is as simple as querying
Outlooks Contacts folder and then clicking on a button to dial that number. These
calls can then be placed on hold, transferred to another party, added to a conference, and
logged for historical tracking. On incoming calls, existing contacts are searched for and
displayed via caller-ID before you pick up the phone.
INSTALLATION
After installing the PRISM/Look software, we then had to integrate it with a
TAPI-compliant PBX or switch. For our testing purposes, we used the Nortel Meridian phone
system along with the Nortel Computer Telephony Adapter 100. This arrangement allowed TAPI
applications to communicate with the Nortel PBX since the Meridian phone system was
integrated with a PC via the serial port.
We plugged a phone line from the Meridian phoneset into one of the two RJ-11 jacks on
the Nortel Computer Telephony Adapter. We connected another phone line from the second
RJ-11 to the eight-port breakout box. The breakout box in turn was connected via an
amphenol cable to the Nortel phone system, which completed the integration between the PC
and the telephone system.
We finished connecting the hardware, and then installed the TAPI service provider for
the Nortel phone system on a Dell Pentium 450. The Nortel TAPI service provider install
(which is not part of this review) went fairly smoothly, although we needed to remove the
Artisoft TAPI service provider that was already installed on this client PC, since the two
TAPI service providers seemed to conflict with each other.
The actual PRISM/Look call control software application was easily installed via a CD
that automatically executed when inserted into the CD-ROM drive. During the install, we
were asked to select the telephone line (number/name) that would be used with the
software. After we selected the proper line (in our case, it was called Doug),
the software created a folder in Microsoft Outlook called Telephone Calls. We
were prompted to Enable or disable macros and we chose Enable so
that the software could publish its custom form into Outlook. Overall, the installation
procedure was very smooth and easy, thus earning a 4.75 rating.
DOCUMENTATION
The documentation was included on the CD in both Microsoft Word and Adobe Acrobat
format. It was well organized and included a good table of contents, although the index
was a bit sparce. The step-by-step installation instructions included screenshots just
about every step of the way. The online documentation was fairly good, although some of
the help topics we clicked on were unavailable. Overall, the documentation earned a 4
rating.
FEATURES
Aside from integration with your Outlook 97/98 contacts, PRISM/Look also offers
the following:
- TAPI support.
- Screenpops with record matching.
- Speed dials.
- Dial contacts using the mouse.
- Attach call notes.
- Journal of all call activity by contact.
- Call control application to answer, transfer, conference, put on hold, and hang-up phone
calls.
OPERATIONAL TESTING
After the installation was complete, we ran the PRISM/Look Pro program. When this
program was executed, it prompted us for our Personal folder password (.pst file). Once we
entered the password, the PRISM/Look Pro program was added to the system tray. Double
clicking on the icon in the system tray launched the PRISM/Look Pro preferences GUI for
configuring various options.
Configuration Interface
The configuration screen was powerful, providing granular control over program
response during any given situation. For example, we could choose to pop a window on an
incoming call, or not to search the database for a matching record via caller-ID. Also,
from this configuration utility, we could choose whether or not to keep the call bar
on top of other windows for easy access.
Unfortunately, you cant change from on top mode to regular
normal windows mode. When we changed it from normal windows mode
to on top, the change didnt take effect until we exited from the PRISM
Controller and reloaded the program.
Some of the other useful options that were configurable from this GUI include:
- CloseOnIdle When a call goes to the idle state, the call form will be
closed but not deleted. The call will show up in the Telephone Calls view.
- FindOnDial The database will be searched for contacts matching the phone
number you are dialing, and matching entries will be displayed
- FindOnIncoming On an incoming call, the database will be searched for
contacts matching the caller-ID (if available). The matching entry will be displayed on
the Contact Information tab.
- UseDebugLog Information log of PRISM/Look (phone call and TAPI)
functions are recorded.
Screen-Pop Without The Pop?
We made both inbound and outbound test calls to the system. When we called into
the PC running PRISM/Look Pro, we received a screen-pop which used the caller-ID
information to match with the Contact record we put in Outlook. Unfortunately, on an
incoming call the screenpop wouldnt pop the window hid behind the
other windows that were running. This meant we had to click on the icon at the bottom to
bring it forward, which was a bit of an annoyance.
Usually strange video problems can be fixed by updating the video driver, but we had the
latest driver installed. Due to time constraints, we could not test the product on another
machine, so we called technical support. They told us they could not duplicate the
problem, so this bug may be machine specific.
The Call Bar
TMC Labs liked the PRISM Call Bar, which had a small footprint, yet was quite
powerful. From this GUI, we could access call control features, such as dialing,
transfers, conferencing, put on hold, and speed dial. Speed dial buttons can be
categorized according to the Categories in Outlook. We could also perform a
find, or a query against our Outlook contact database with the Call Bar,
without opening Outlooks Contacts folder. The Call Bar also listed the calls we were
connected to, their number, and their call state (connected, conferenced, hold, etc.). A
drop down box, provided with each listed call, made it easier to discern which call we
were on and which call was being transferred (or put on hold, conferenced, etc.). One nice
feature is that the Call Bar is also integrated with the screen-pop Outlook
form, so you dont necessarily have to use the Call Bar for performing call control
functions.
During our tests, we did receive a runtime error. Essentially, we dialed
extension #21 from our Nortel phone connected to extension #23. A screen-pop displayed the
caller-ID information (#21) for the contact record. Normally Caller-ID will match to just
one record. At TMC Labs, however, we like to be a bit tricky when were hammering CTI
products. (We love finding bugs!) With that in mind, we intentionally put two different
records with the same caller-ID (#21) numbers. This certainly is not an unreasonable test,
since often callers will be calling behind a PBX and share the same caller-ID information.
When we matched the same caller-ID number to two records, the screen-pop form popped up
with two matching records. We had to choose one. Initially, we decided to just click on
close (which we thought would skip the process of adding a call journal entry), but the
program still tried to save a journal entry. This attempt at a save resulted in the
runtime error because the name box was empty we hadnt picked one of the two
matching records. When the program tried to save the call to the journal, it was trying to
attach the call record to a blank contact name into the contact database. (Any good
database administrator knows that you cannot write a record to a database with a
blank index field.)
We hesitate to fault the program for this runtime error, since even if a user does have
multiple records matched to the same number, the user will most likely pick the right
record before closing the form. Nevertheless, some simple programming boundary checks
could have been instituted to ensure that the user chooses a record to prevent a runtime
error.
ROOM FOR IMPROVEMENT
As previously mentioned, this product lets you keep the call bar on
top of other windows for easy access. Unfortunately, you cant change from
on top mode to regular or normal windows mode. After we had
changed it to normal windows mode, the change didnt take effect. We had
to exit from the PRISM Controller and go back in for the change to take effect.
Also, as mentioned previously (in Operational Testing), on an incoming call the
screen-pop would hide behind any other windows that were running. A screen-pop that
disappeared in this way required us to click on the icon at the bottom to bring it
forward, which was a bit of a nuisance. Finally, as mentioned earlier, the runtime error
could be prevented with some simple programming boundary checks.
CONCLUSION
PRISM/Look is an attractive option for users who require CTI functionality at
bargain basement pricing. It was very tough to decide whether or not this
product merited an Editors Choice award. At just $199 per seat, users can attain CTI
features that typically cost $1,000 or more.
Typically products which receive an A- or better will receive an award, although
occasionally a product that has a B+ rating will also earn an award. Even though this
product has an overall rating of B+, we feel this product addresses a market for which TMC
Labs has not seen many comparable products, especially in this price range.
PRISM/Look is best suited for users who maintain their contacts with Outlook. Outlook
is a rudimentary contact manager compared to GoldMine or Act!, but many users dont
need complex contact manager functionality and are quite happy with Outlooks
capabilities. As such, if you use Outlooks contact capabilities already, and you
have a TAPI-compliant switch, this product is worth checking out. . |