Configuring CRM Integrations – Xplan

Please refer to the steps explained in configuration settings ‘Generic CRM’ Tab before reading below information

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.

Screen Pop – Displays the contact information when the caller is found.

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.

Screen Pop – Displays the contact information when the caller is found.

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.

Screen Pop – Displays the contact information when the caller is found.

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.

Log Email in History – Creates a log of the email in the Xplan database.