Each user that will use Noojee CTI needs to be configured:
Extension No.
Set their Extension No. on their Salesforce User page.
The Extension No. is the extension no. of their handset and will normally be a 3 or 4 digit no. e.g. 100.
If the user has the wrong Extension No. assigned to them then Salesforce will perform a screen pop when the real extension owners phone rings.
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.
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.
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.
Answer the call from the Handset and the selected Softphone layout should automatically open.