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Please refer to the steps explained in configuration settings ‘Generic CRM’ Tab before reading below information
General Settings
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- SimPro URL – The address of access SimPro.
- Organization – The name of the organization configured in SimPro.
- Credentials – This will be filled automatically according to the other settings below it.
- Username – The name of the SimPro account to use.
- Domain – The domain name of the SimPro account, if applicable.
- Password – The password to the SimPro account.
The ‘Login’ button will test the credentials and advise when successful.
Incoming Call
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Screen Pop – Displays the Contact screen when the caller is found.
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Log Unlinked Call History – Creates a log of the call in SimPro, even when contact is not found.
Outgoing Call
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Screen Pop – Displays the Contact screen when the caller is found.
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Log Unlinked Call History – Creates a log of the call in SimPro, even when contact is not found.
Campaign Call
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Screen Pop – Displays the Contact screen when the caller is found.
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Attach Recording – Creates a link to the call recording file in the SimPro database.
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Screen Pop – Displays the Contact screen when the caller is found.
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