PureConnect

Discussion Thread View
Expand all | Collapse all

Custom Client Button - Screen Pop Integration with CRM.

  • 1.  Custom Client Button - Screen Pop Integration with CRM.

    GCAP Member
    Posted 12 days ago
    Is there a way to create a custom client button that will look at the ANI and cause a screen pop if it finds the information in my CRM?
    #Unsure/Other

    ------------------------------
    Niki Mason
    Our Sunday Visitor
    ------------------------------


  • 2.  RE: Custom Client Button - Screen Pop Integration with CRM.

    Posted 11 days ago
    The short answer is "Yes".  You would set the button action to "Handler Notification" and build a handler to gather the information.

    However, if you are going to do that it's probably a better system to build a handler that does this lookup while the call is being routed.  Then use an Action to setup parameters to perform the screen pop.


    ------------------------------
    Tim Cannon
    Elevate Credit Services, LLC
    ------------------------------



  • 3.  RE: Custom Client Button - Screen Pop Integration with CRM.

    Top 25 Contributor
    Posted 8 days ago
    Is your CRM web-based or a local application?
    Are you using Interaction Connect, or Interaction Desktop?

    ------------------------------
    Paul Simpson
    Senior Technical Instructor
    ------------------------------