XactView V3-CRM Widget

The CRM (or Customer Relationship Management) widget allows users to open specified URLs on incoming call activity. This widget is useful if you wish to open web based CRM or other records based on incoming call information. Although this widget is called the CRM widget it can be used to open any type of web page.

Open URL On Demand

If you do not wish to open a URL on call events, but want to open them on demand you can use the CRM button in the My Stream widget.

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Settings

Settings will pop up automatically when you add this widget to one of your dashboards for the first time. You can also click on the small "gear" icon in the top right hand corner of the widget to view settings.

• Name- The name of this CRM widget. This name is used to identify which CRM window to open when using the "Open CRM" button in My Stream.

• Open On- Specifies when to open the specified URL:

  • Never- Disable this CRM widget.

  • Ring- Open when you have an incoming ringing call.

  • Answer- Open when you answer an incoming call.

• Open URL in new window- When checked the specified URL will open in a new browser popup window instead of inside the widget. This can be used for web pages that do now allow themselves to be embedded in iframes.

• Open on calls from internal extensions- When checked the specified URL will open on calls from internal extensions.

• URL- The URL to open. The following variables can be used in the URL which will be replaced with information from the call.

  • ${CALLER_ID_NAME}- The caller ID name of the incoming call.

  • ${CALLER_ID_NUMBER}- The caller ID number of the incoming call.

  • ${DID}- The phone number this call initially dialed to enter the phone system.

  • ${USER}- The username of the current user.

  • ${PBX(key)}- The phone system variable with the given key that is attached to the incoming call. If the variable does not exist on the incoming call the value will be set to a blank string.

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