Within the TelephoneIntegration user interface, called balloon, it is possible to search for CRM-records (accounts, contacts, users, etc.) or for telephone numbers. The found records and telephone numbers are displayed within this balloon and users are able to perform outgoing calls immediately simply by clicking on the displayed record. There is no need to explicitly open CRM to start outgoing calls. The menu opened via a right-click on the displayed record offers the possibility to copy the telephone number or to open the record in CRM.
The following article outlines, how TelephoneIntegration Client is installed unattended. This enables installing the CTI client via policy or automatic install scripts.
This article covers both:
1) Calling the plugin
2) Handling the result
Attached, you can find the full library for download.
It is possible to filter the linked entities of a 1:N and a N:N relationship during the merge process based on their IDs.This works in combination with DocumentsCorePack and AutoMerge, but only with .docx-templates.
Per default, GroupCalendar will show 10 days prior to the license expires a notification to all users (see Figure 1).
Figure 1: GroupCalendar expiration
The notification can be limited to specific users and you can set the date of its first appearance.
Windows 8 has the WIF Framework built in, therefore our installers will fail for now trying to update the WIF on windows 8 clients.
Up from version 5.24 you have the possibility to customize the user pane of the Gantt view.
This blog article explains how to configure GroupCalendar in order to show additional activity-attributes within multiple rows in the GroupCalendar’s Gantt view. Each additional attribute of an activity will be shown in a new line.
Thanks to this feature of ActivityTools, you can easily embed the ActivityTools previews to your CRM dashboard.
Depending on your configuration, it is possible to show one or mutliple previews in one dashboard.