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- Select the call details and Salesforce objects that are automatically displayed with inbound , outbound, and internal callswhen Noojee CTI Pops a screen.
- A assign a softphone layout to a user profile
Noojee currently only supports popping softphone layouts for inbound calls.
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Navigate to the Salesforce Setup menu
Search for Call Centers
Once you have created a Softphone Layout you can assign it a to one or more User Profiles.
Go to Softphone Layouts
Edit the 'STandard Softphoen Layout''Softphone Layouts'.
Select Softphone Layouts
Click Continue on the 'Say Hello...' screen.
Note: a 'Standard Softphone Layout' may already exist in which case you don't need to add a new one.
Simply edit the existing layout and mark it as the default layout.
otherwise:
Click 'New'
Enter a Name for the Softphone layout e.g 'Service Team' or 'Sales Team'.
If desired mark it as the 'Is Default Layout'.
Select the 'Call Type' Inbound.
(do we need to check outbound?
Make any changes necessary for Inbound layouts.
Save when done.Create a Softphone Layout Assigment