Each user that will use Noojee CTI needs to be configured:
- Add them to the Noojee Call Centre
- Set their extension No.
Add User to the Noojee Call Centre
Note: Before you can Enable CTI for a user you must first have defined a Softphone Layout.
From the Salesforce Setup menu:
Search for 'Call Center'
Click the 'Noojee CTI Adapter' link on the All Call Centers page.
Click 'Manager Call Centre Users' button at the bottom of the page.
Click the 'Add More Users' button add a new user.
Search for a user
Select the desired users (click the check box before their name).
Click 'Add to Call Centre'
Extension No.
Set their Extension No. on their the Salesforce User page.
From the Salesforce Setup menu:
Search for 'Users'
The Extension No. is the extension no. of their Noojee handset and will normally be a 3 or 4 digit no. e.g. 100.
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You can check if a users Extension No. is set correctly from the Noojee 'Phone' utility bar page.
Enable CTI
Note: Before you can Enable CTI for a user you must first have defined a Softphone Layout.
To enable CTI for a user search for 'Call Center' in the Salesforce Setup menu.
Click the 'Noojee CTI Adapter' link on the All Call Centers page.
Click 'Manager Call Centre Users' button at the bottom of the page.
Click the 'Add More Users' button add a new user.
Search for a user
Select the desired users (click the check box before their name).
Click 'Add to Call Centre'
Testing
The user is now ready to take calls.
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