Salesforce allows you to configure your softphone layouts which allows you to:

• Select the call details and Salesforce objects that are automatically displayed with inbound, outbound, and internal calls.
• A assign a softphone layout to a user profile

Noojee currently only supports popping softphone layouts for inbound calls.

If necessary you can create multiple softphone layouts for different user needs.

To configure softphone layouts in Salesforce:

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'

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