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CTI Data Connector 

Modification history version 5.3 (1/2016)

 

CTI Data Connector SoftPhone

Search in custom phone fields

Search in custom objects

Formula fields to dial from objects like opportunities

Select a call result for outgoing unsuccessful calls

New data center in Singapore for the Asia-Pacific region

The phone note can be disabled in case no notes should be typed in

Automatically create a case - configurable for incoming and outgoing calls

New languages for the CTI Data Connector SoftPhone - French, Spanish and Dutch

The account name is displayed in the CTI Data Connector SoftPhone when a contact is assigned to a call

When dialing from an event the contact name is retrieved and displayed

When dialing from a campaign member list the lead or contact including the campaign is assigned to the call

New fields in the activity for a phone call: Call Start and Call End (date/time). It documents the time for each call including the call duration

Typing in a phone number in the CTI Data Connector SoftPhone does a phone number search and displays the lead / contact / account name

Incoming call - always display today's case  (added with 5.3.52)

Incoming call - display today's case only after call transfer (added with 5.3.52)

Service Cloud Console - CTI Data Connector SoftPhone appears automatically once a call is active (added with 5.3.52)

Service Cloud Console - new workflow with cases (added with 5.3.52)

Multi-Monitor support in the Service Cloud console (added with 5.3.52)

Automatically open task after end of call is now configurable for incoming and outgoing calls. A call Wrap-Up code can be selected in the SoftPhone

Changed call logic in case the service cloud console with the interaction log is used. New configuration options required

When the option: DonĀ“t save is ticked, then the button changes to OK instead of Save

The option: Automatically assign a call only assigns the record while the call is active

Detects TAPI errors with wrong call termination *

Service Cloud Console: Clicking on the name in the CTI Data Connector SoftPhone opens a new TAB inside the console instead of a new TAB in the Browser

Service Cloud Console with Interaction Log. Assigning an object is no loner done in the CTI Data Connector SoftPhone. The Interaction Log is used to assign the object like contact or case

A log file can be sent using the Support Center

A second call is no longer signaled. The caller data is displayed once the first call is over

Issue with sort order of call history list

Mistakenly signaled calls in a yellow frame *

 

 

* requires to install new CTI Data Connector - TAPI Link

 

 

Other Changes

If the Service Cloud Console with Interaction Log is used, the settings have changed and it is mandatory to use the new configuration settings.

 

Service Cloud setup

Working with service cloud console

 

Install Update

 

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

 

SoftPhone version

The first entry with SoftPhone is the CTI Data Connector SoftPhone application version number. Latest version is 7.4017.17.

Connector or Server version

The second entry is the connector or Server version

 

TLC (CTI Data Connector - TAPI Link). The latest version is 5.7.2. For CTI Data Connector - Skype for Business Link the latest version number is 5.7.0).

TLC x.x (uaCSTA) is displayed when an Desk Phone with Mirage uaCSTA Cloud Connect is used. This is for informational purpose only

 

 

 

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

 

 

Update Call Center Adapter

Update CTI Data Connector SoftPhone application

Update CTI Data Connector - TAPI Link

 

If you use the Service Cloud console with the Interaction Log there are new mandatory settings.