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CTI Data Connector 5

 

 

Presence state recording

Lightning ready

Call Center Adapter - Lightning specific configuration

Task Sub type: call is set to display a phone icon per task in Lightning

Call Ring Time can be protocolled

The total call duration can be protocolled. It includes the active call time and ring time.

Type in phone number in CTI Data Connector SoftPhone. A search is done using the phone number. If a direct match is found the address is displayed

Dial from handset.  A search is done using the phone number. If a direct match is found the address is displayed

Proxy server configuration for CTI Data Connector - TAPI Link

Automatically answer a call

 

 

Phone System integrations

Cloud PBX integration with special handsets (no local installation required - Windows and MAC)

Skype for Business integration

Mondago GoConnect Server (no local installation required - Windows and MAC)

 

 

 

 

When the same phone number is found multiple times the sort order of the result list can be defined - custom objects are included (only Sales Classic)

Automatically assigning a call was completely revised. It is recommended to activate the option

Phone number search was optimized

Multiple Browser instances can be opened at the same time

Browser support: Edge, IE 11 and Safari MAC OS Sierra

Extended dialing rules

Complete support for displaying additional fields in the CTI Data Connector SoftPhone

Example for Visual Force page - outbound call

Type in phone number in CTI Data Connector SoftPhone or dial from handset - in case the phone number is not found the configuration in the SoftPhone Layout: No matching records is ignored

 

 

Anonymous calls - wrong name was shown in CTI Data Connector SoftPhone

The phone call could be assigned to an object which is not supported by Salesforce (e.g. task assigned to task) and as a result the task would not save or would be deleted

Sometimes the CTI Data Connector SoftPhone just showed a code from the Salesforce calendar

 

Install Update

The update installation process depends if you are using version 5.4 or a pre-release version of 5.5 Users of the pre-release 5.5 can just update the CTI Data Connector SoftPhone SoftPhone application while users of version 5.4 should also update the call center adapter and TAPI Link Connector.

 

Install CTI Data Connector SoftPhone application version 5.5.138  (mandatory)

Update Call Center Adapter (recommended - required for Lightning Experience, Skype für Business, uaCSTA handsets and if new configuration options are used)

Update CTI Data Connector - TAPI Link (optional but recommended - no longer requires a Serial Number.)

Note - in case the CTI Data Connector - TAPI Link application is not updated, you have to set the option: SoftPhone handles dialing rules=N to be backward compatible.

 

To install this update a valid cloud subscription is required.

 

If you are unsure, which CTI Data Connector SoftPhone or CTI Data Connector - TAPI Link  you have installed, just hover over the headline: CTI Data Connector in the CTI Data Connector SoftPhone. The version number is displayed.

 

CTI Data Connector SoftPhone application). The latest version is 5.5.138  (7/2017)

TLC (CTI Data Connector - TAPI Link). The latest version is 5.6.0. If TLC is not displayed install the latest call center adapter.

 

 

 

The  CTI Data Connector SoftPhone application is updated regularly. We recommend checking for updates once per month.