Page History
...
XRMFusion is designed to operate in the background, capturing incoming call information for immediate display and logging it into the call history. To ensure its availability, it is set as an autostart application
UI Layout
Call Types and ResultAnchor Call Types and Result Call Types and Result
| Call Types and Result | |
| Call Types and Result |
...
| Note |
|---|
Currently the client is reloading after you have signed in with microsoft, before the client is signing in at your crm system. |
Main Page
The main page will be shown if an user is signed in. You can find the following tabs:
- Information
- History
For more specific information, please take a look at the related sections.
Caller Information
After logging in, new information fields display different data. First, you will see details such as the number and date of the last call you received. During an incoming call, caller info and type can be seen (direct call, Microsoft Teams call or a Microsoft Teams group call). There are different symbols for each call type. For more informations: Call Types and Result
The color represents the call status. Green indicates that the call has been accepted, yellow signifies that the call was missed, and red represents that the call was declined.
On the right side of each data column, adjacent to each entry, there's an icon
to copy the data with one click. Additionally, clicking on the data itself triggers a corresponding action. For example, clicking on the email address will open Outlook, allowing you to compose a message to that address instantly.
Action Buttons
Action Buttons allows you to access predifined functions such as callback, call notes and more with one click.
...
When you select the envelope symbol, which is the "call note" option, your email client will open with an automatic subject and text insertion. You can then pick the recipient to whom you'd like to address the email.
Information Tab
You can find the live crm data of each incoming PSTN Call, when it is available and the contact has been found. Otherwise you will have a status displayed under this tab.
On the right side of each data column, adjacent to each entry, there's an icon to copy the data with one click. Additionally, clicking on the data itself triggers a corresponding action. For example, clicking on the email address will open Outlook, allowing you to compose a message to that address instantly.
History Tab
This data is archived in the 'History' section for future reference. The 'History' window also features a search function to quickly find past call records. It is also possible to search in the details of each call.
...
