Configuring CRM Integrations – Xplan
- awimalasatya
- spoudel (Deactivated)
Configuring CRM Integrations – Xplan
Please refer to the steps explained in configuration settings ‘Generic CRM’ Tab before reading below information
General Settings
- Xplan Server URL– The address of access Xplan.
- 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
Screen Pop – Displays the contact information when the caller is found.
- Never– The feature is disabled.
- When Ringing– As soon as the call rings.
- When Answered– When the agent has answered the call.
Log Call History – Creates a log of the call in the Xplan database.
Attach Recording – Creates a link to the call recording file in the Xplan database.
Ignore Internal Calls – Disables all integration features when the incoming call comes from an internal source.
Log Unlinked Call History – Creates a log of the call in Xplan, even when contact is not found.
Outgoing Call
Screen Pop – Displays the contact information when the caller is found.
- Never– The feature is disabled.
- When Ringing– As soon as the call rings.
- When Answered– When the agent has answered the call.
Log Call History – Creates a log of the call in the Xplan database.
Attach Recording – Creates a link to the call recording file in the Xplan database.
Ignore Internal Calls – Disables all integration features when dialing an internal destination.
Log Unlinked Call History – Creates a log of the call in Xplan, even when contact is not found.
Campaign Call
Screen Pop – Displays the contact information when the caller is found.
- Never– The feature is disabled.
- When Presented– When the next campaign call is assigned to agent.
- When Ringing– As soon as the call rings.
- When Answered– When the agent has answered the call.
Log Call History – Creates a log of the call in the Xplan database.
Attach Recording – Creates a link to the call recording file in the Xplan database.
Screen Pop – Displays the Contact screen when the caller is found.
- Never– The feature is disabled.
- When Presented– When the email is assigned to agent.
Log Email in History – Creates a log of the email in the Xplan database.
End of article.
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