Page History
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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 |
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Within the "Settings" menu, you can easily toggle between the light and dark modes, designate the application as a tray icon, and switch between various zoom levels. Furthermore, this section provides visibility into the storage locations for call history and logs on your computer.
| Category | Setting | Description |
|---|---|---|
| Appearance | Theme | Allows to switch between a light and dark mode This setting doesn't require to be saved |
| Tray icon | Allows to use the tray icon This setting requires a client restart | |
| Zoom-Level | Allows to adjust the zoom of the view This setting has to be applied with the save button | |
| Location | Call History | Path of the call history database |
| Logs | Path of the client logs |
Logout & Quit
| Tip |
|---|
Did you know? The clients remembers the positioning and size of the window when you close the application. |
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As soon as the app is launched, it carries out an automatic login when an user is authenticated. Additionally, feel free to adjust the app's size horizontally and vertically to suit your preferencesOtherwise you have to do a manual sign-in request by clicking on "Login with Microsoft".
| Note |
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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
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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.
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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.
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