Each user that will use Noojee CTI needs to be configured:
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- Add them to the Noojee Call Centre
- Set their
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- extension
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- No
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i.e. Your phone rings but my screen pops.
If the user's account does not specify an Extension No. then Salesforce will not pop.
If the user moves desks (or changes their Extension No.) they will need to update their extension no. in Saleforce.
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.
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- .
Add User to the Noojee Call Centre
From the Salesforce Setup menu:
Search for 'Call Center'
Click the 'Noojee CTI Adapter' link on the All Call Centers page.
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Click 'Add to Call Centre'
Testing
The user is now ready to take calls.
Have the user log out of Salesforce and log back in.
Call their extension and check that the Noojee CTI Phone page on the Utility Bar opens.
If the caller phone number is listed in a contact in Saleforce the Phone page should display the contacts details.
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Extension No.
Set their Extension No. on 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.
Click Save
Note: A user MUST also belong to a Profile that has been assigned to a Softphone Layout.