Call Popup and CRM Settings

Last modified by michaely on 2021/09/10 22:35

iSymphony provides call popup mechanism to display caller ID or open Web/Application based CRM user records for incoming calls. You can configure the pop ups by going to Tools->Preferences->Call Popup.

Caller Id Popup

If enabled iSymphony provides users with a small caller ID pop up in the bottom right hand corner of the screen on an incoming call. You can also specify how long the pop up will remain open.

CRM Integration

A CRM record can be opened based on incoming caller ID by several different events.

  • Never – Disabled
  • On Ringing – Pop up will open when the user phone is ringing.
  • On Answer – Pop up will open once the user answers the call.
  • On Click – Pop up will open when the user clicks the Caller ID pop up in the bottom right hand corner of the screen.

By using the "Open URL on calls from office extensions" you can enable/disable CRM pop ups on calls from extensions that are configured within iSymphony.

URL Pop up

URL pop ups allow you to open a URL in the users default web browser based on the incoming caller ID. You can specify the address in the URL field and use the %CID_NAME% and %CID NUMBER% in place of the section in the URL you want the caller ID name and number to appear. You can also insert %DID% where you want the incoming call DID to appear.

Application Pop up

Application pop ups allow you to open an application based on the incoming caller ID. Here you can specify the path to the application you wish to run or click the … button to browse for an application. You can specify arguments for the application in the Arguments field. Here you can use %CID_NAME% and %CID_NUMBER% in place of the section in the argument list you want the caller ID name and number to appear. If you have arguments that contain spaces but need to be treated as a single argument (i.e. file paths) you can surround the argument with double quotes.

   
iSymphony