Placetel CTI für Salesforce

•Search options- in Europe or countries, where direct extensions are used, enable the search in phone fields AND truncate suffix with 3

•For all other countries change to the recommended settings

•Decide if Send an SMS should be used

•If cases are used and multiple record types, select a specific record type when a case is created

•If multiple record types are used for follow-up tasks, select a specific record type for follow-up task and follow-up event

•Have a look at the option to switch the phone system or call center configuration