The Switchboard has been redesigned in recent versions of Switchvox. See TOOLS-EXTENSIONFEATURES-SWITCHBOARD-LAYOUTS (6.7) for details.
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Switchboard Panels
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Switchboard Panels let you add powerful panels to your Switchboard. These panels let you exchange data with external Web applications, then display the results. The panels refresh each time a call comes in, showing caller-specific information. For each panel, you can specify which phone-type extensions are allowed to use it. If an extension isn’t allowed to use a panel, that panel isn’t included in the Switchboard’s Panel menu.
Standard Switchboard Panels
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NOTE: As of 6.1 and higher, SugarCRM and Salesforce panels are no longer available. For Salesforce.com users, Switchvox extensions can now be used right within the salesforce.com call center. See the setup and user articles for more information. |
Standard panels provide integration with SugarCRM®, Salesforce.com , and Google® Maps.
SugarCRM®
This panel provides integration with your SugarCRM® application.
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NOTE: This section is purely for testing your Switchvox's access to the CRM service, this Username and Password are not used outside of this test. In the Switchboard panel,each user must enter their own login information. |
Salesforce.com
This panel provides integration with your Salesforce.com account.
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NOTE: This section is purely for testing your Switchvox's access to the CRM service, this Username and Password are not used outside of this test. In the Switchboard panel,each user must enter their own login information. |
GoogleTM Maps
This panel provides integration with Google Maps.
Default Zoom Level. Select the level of zoom to use. The Switchboard user can always zoom in or out.
Extensions allowed to use this panel. Select one or many extensions on the left, and click the right-facing green icon to put those extensions into the box on the right. All of the extensions in the box on the right are allowed to use this panel.
Test your connection. Enter a phone number to look up. Click Test Settings to see the results of your test.
Custom Switchboard Panels
Custom panels let you build your own panel that integrates with any Web application you choose. You can build the URL with Switchvox variables, which pass caller data to the application.
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