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  • 1.  Customer Information Screen POP

    Posted 07-01-2013 21:26
    We would like to have a screen pop when a customer calls in with their previous interactions with our call center. I just got out of Handler class and need a little guidance on where to begin/what database tables need to be referenced/etc. We are currently on 4.0 SU3 Thanks, Andrew


  • 2.  RE: Customer Information Screen POP

    Posted 07-02-2013 12:21
    First before you try to pop information you need to figure out where you will be getting it. If you simply want to query the database to see the last time the caller called in you can query the call detail table based off of ANI, however depending on the number of calls you get this is going to add a decent amount of load on the system while you query the database. There is also a product from I3 called Interaction Tracker which is a sort of stripped down CRM application which allows you to keep track of the previous interactions with the customer. I have not used Tracker before but you may want to look into it. If you are dead set on popping custom information you can use the custom toast function in the client to pop the info, personally I don't like the custom toast pop. Otherwise you can write an application that supports DDE and then use an alerting action to populate the information you want into the DDE application. Thanks, Mark


  • 3.  RE: Customer Information Screen POP

    Posted 07-02-2013 14:14
    We have Interaction Tacker but I don't see how I can get this to display the previous interactions to the CSR. I have also read about a "Related Items" view, but this is only supported for SQL and we are using an Oracle DB. Thanks, Andrew