Screen Pop URL
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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}