Difference between revisions of "Screen Pop URL"
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{{IP_PBX_Manual|sortkey=Screen Pop URL}} | {{IP_PBX_Manual|sortkey=Screen Pop URL}} | ||
The Screen Pop URL feature allows the PBX and QManager to interface with 3rd party products for various reasons. You could have the inbound caller ID number read, and do a search for that in CRM software. You could integrate with Google Maps and get a screen pop showing where the business or residence calling inbound is located. | The Screen Pop URL feature allows the PBX and QManager to interface with 3rd party products for various reasons. You could have the inbound caller ID number read, and do a search for that in CRM software. You could integrate with Google Maps and get a screen pop showing where the business or residence calling inbound is located. | ||
| − | Right clicking on the inbound call will give a list of available screenpops, allowing you to choose which to activate on a case to case basis. | + | Right clicking on the inbound call will give a list of available screenpops, allowing you to choose which to activate on a case to case basis. If you would like a screenpop to occur automatically, you must check AutoPopInbound and Enable Automatic Popups. Once enabled, the screenpop will happen automatically when the call is answered. |
| − | + | <br/>[[File:PBXSetup-ScreenPop.jpg|File:PBXSetup-ScreenPop.jpg]] | |
| − | [[File:PBXSetup-ScreenPop.jpg|File:PBXSetup-ScreenPop.jpg]] | ||
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Use this link for specific information pertaining to [[RTI Integration]] | Use this link for specific information pertaining to [[RTI Integration]] | ||
| − | ===E-Agent=== | + | === E-Agent === |
| − | Here is a guide from AllState on how to configure their E-Agent CRM to work with our screen-pop. | + | |
| + | Here is a guide from AllState on how to configure their E-Agent CRM to work with our screen-pop. The information matches the general information found above, but has a specific example for E-Agent for further clarification. | ||
| + | |||
| + | A dealer has brought to our attention that there is an updated string for the screenpop: | ||
| + | https://eagent.allstate.com/account/login.aspx?phone={0} | ||
| + | |||
| + | [[File:EAgent VOIP Integration.doc|File:EAgent VOIP Integration.doc]] | ||
Latest revision as of 22:24, 15 January 2015
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The Screen Pop URL feature allows the PBX and QManager to interface with 3rd party products for various reasons. You could have the inbound caller ID number read, and do a search for that in CRM software. You could integrate with Google Maps and get a screen pop showing where the business or residence calling inbound is located.
Right clicking on the inbound call will give a list of available screenpops, allowing you to choose which to activate on a case to case basis. If you would like a screenpop to occur automatically, you must check AutoPopInbound and Enable Automatic Popups. Once enabled, the screenpop will happen automatically when the call is answered.
| Name |
This can be set to anything |
| URL |
The string the 3rd party product needs to call the PBX, this should be given by the 3rd party manufacturer. |
| Use Browser |
When checked, the screenpop will go to the browser |
| Use POST |
When checked, the URL uses the HTTP POST method (use caps for POST) to send the URL's query string |
| Delete |
Deletes the selected URL |
| Copy |
Copies the selected URL |
| Add |
Adds a new URL |
When configuring the URL, you may need to specify variables that correlate to what is passed to the 3rd party software. They are dynamically configured on the client where:
- {0} = CID Number
- {1} = CID Name
- {2} = Dialed Number (for inbound calls)
- {3} = Logged in Agent (your agent in Q Manager)
- {4} = Your Extension number.
Use this link for specific information pertaining to RTI Integration
E-Agent
Here is a guide from AllState on how to configure their E-Agent CRM to work with our screen-pop. The information matches the general information found above, but has a specific example for E-Agent for further clarification.
A dealer has brought to our attention that there is an updated string for the screenpop: https://eagent.allstate.com/account/login.aspx?phone={0}