Översikt
Extension allowing advanced CRM features
For users of the Wildix telephone system, this extension allows the user to integrate their CRM tool. The functionalities include the following: - Screen-Pop Incoming calls pop-up within the CRM tool and can be answered, put on hold, resumed from hold, transferred, forwarded or the call can be ended via the hang-up button. Auto-detection of incoming contact with link to contact record within the CRM tool - Click-to-Call Hovering over a telephone number allows the option to call that number with a simple click. There is also an optional feature to generate a call record in the CRM tool when the outgoing call is initiated - Transfer and Forward Option to transfer or forward the call to a colleague. Initial list is for colleagues in the same department as the person answering the original call, but also a dropdown option to select the extension for anyone else on the phone system. Icons to identify the current status of the colleagues to ensure forwarding or transfer only to a colleague who is available to take the call. - Dialpad The dialpad allows for telephone numbers to be manually entered and called. Number buttons ideal for touch-screens, but also the option to type the number from the keyboard. - Call Log (optional) Allow logging of the call against the contact's record. Either when the call is initiated or once the call has ended. - Version History V1.2.4 - Added 'Brochure Send' engagement (client-specific) V1.2.3 - Fixed Click-2-Call in multiple locations for Sugar CRM V1.2.2 - Normalised phone number fix for Transfer icon V1.2.1 - Added in-call dialpad, Click-2-Call layer promoted, call window opens in new tab V1.2.0 - Added support when for multiple contacts match phone number V1.1.6 - Added fix for phone number normalisation V1.1.4 - Added support for SugarCRM V1.1.4 - Fix for contact load in Act! Premium Cloud V1.1.3 - Added support for Act! Premium Cloud V1.1.2 - Added support for Pipedrive
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Information
- Version1.2.4
- Uppdaterat31 januari 2024
- Storlek172KiB
- SpråkEnglish (UK)
- UtvecklareSoftTrain CloudWebbplats
2 Cotton End Road Exning Newmarket CB8 7NN GBE-post
james.claytonsmith@gmail.com - NäringsidkareUtvecklaren har angett att den är näringsidkare enligt definitionen från EU.
Integritet
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Support
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