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CTI Data Connector 

Configure Layout

You can define, which fields should be displayed on the CTI Data Connector SoftPhone. This definition can be done with different settings for internal, inbound and outbound calls. You can not only display the name of the caller but also information like VIP status, turnover, service level agreement, language or other information.

 

Select: Setup > AppSetup > Customize > Call Center > SoftPhone Layouts

 

 

Display call related field

You can display for inbound, outbound and internal calls different fields and objects.

 

Caller ID and Called ID is always supported.

Queue only for some phone systems

Segment is not supported

 

 

Layout for inbound calls    

Layout for inbound calls



 

Layout for outbound calls    

Layout for outbound calls



 

 

 

Define where to search

 

Define Search  

Define Search

Define where to search. The search will be done in all phone number fields of the defined objects including custom objects. It also defines the sort order in case multiple records have the same phone number (search result list).

 

 

 

Select fields for  CTI Data Connector SoftPhone

 

select fields to show on the SoftPhone  

select fields to show on the SoftPhone

 

Select the fields which should appear on the CTI Data Connector SoftPhone. You can do the configuration for in- and outbound calls separately. Never remove the first field (name).

 

 

 

 

 

 

 

 

 

 

 

 

 

Additional fields to display - option: If single Account, Contact, Lead found, display

 

 

 

 

Show incoming calls

Incoming calls can be shown in a new browser window or tab or open in the existing Browser window.

 

Show incoming calls   

Show incoming calls


 

Open in existing Browser window is much faster but if you e.g. are writing an e-mail it is gone. Set: Single-matching record to Don't pop any screen. With this configuration the caller will first shown in the CTI Data Connector SoftPhone and then you can click on the name to open the caller details once you are ready

You have to enable Pop-Ups in your Browser

 

 

No matching records

In case the phone number is not found this action is processed. The default is that nothing happens (just call is signaled with the phone number). It is possible to create e.g. new Lead, Contact or Case. The phone number is automatically inserted in the new record (only for Lead, Account or Contact).

 

 

Phone number stored multiple times (duplicate records)

You should configure: Multiple-matching records: Pop to search Page. If the same Caller ID is stored in multiple Accounts or contacts you get a list of all records.

 

Multiple-matching records    

Multiple-matching records



See also: Show page details for caller only after call is answered

Cases

If you want to work with cases and assign a call to a case, you have to add the Case object for incoming and outgoing calls in the SoftPhone Layout.

 

Configure Cases - Step 1

Configure Cases - Step 1

Click on: Add / Remove Objects and select the Case object. Then ensure that the Case Number is displayed in the CTI Data Connector SoftPhone.

 

Configure Cases - Step 2

Configure Cases - Step 2

 

 

Person Account

If you are working with the Person Account setup, you have to add Accounts and Contact in the SoftPhone-Layout for inbound and outbound calls so that data from Person Account is included in the phone number search.

The object person account is not required.

 

Configure Person Accounts 

Configure Person Accounts 

     

 

 

Internal Calls

To configure internal calls, you have to define the length of internal phone numbers in the configuration wizard

 

Within the SoftPhone Layout, select the call type: Internal

 

The next step is to assign the object, which should be used for the search. Select: User

 

The search within users will work for the fields Phone and Extension, but not for the field Mobile. Although it is possible to search in contacts, the search will provide wrong results - e.g. extension 212 calls and this would find an address with the phone number 212.827.1991  

 

The calls are saved as an activity with the call type: Internal Call

 

Configure internal calls 

Configure internal calls

 

Visualforce Pages and Flow

How to use Visualforce pages and flows see Inbound call - API

Assign Layout

After configuring the layout, you have to assign the layout. Click on the button: SoftPhone Layout Assignment

 

Select SoftPhone Layout Assignment

Select SoftPhone Layout Assignment

 

Now assign your layout to the user profiles.

 

Do not use the profile -- Default --