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Configuración de Resumen de la Llamada

Flexor EnPantalla Configuración de Resumen de la Llamada

The Call Summary Configuration screens allow users to configure the behaviour of the Flexor Call Summary window and how it integrates with their CRM application. 

The Flexor Call Summary Window:

Call Summary window


The Call Summary Configuration window, Window Appearance tab:

Call Summary Window Appearance

The Window Appearance tab allows the Call Summary to be enabled / disabled and positioned on the screen in different default locations. Use "Close the Call Summary Window" to set how it behaves at the end of a call for instance close "Manually" as in the screen shot below. This means to Close the Call Summary window, the user must click on the close icon in the top right hand corner of the Call Summary window.

The Call Summary window, Close window icon and Save or Discard Options:

Close Call Summary

Call Summary Configuration - Window appearance tab
Enabled Tick / un-tick to enable / disable the Flexor Call Summary window
Desktop Position Select the position for the Call Summary window to appear on the users PC desktop screen (drop down list)
Close Call Summary Window Select how the Call Summary window should close when the call ends (drop down list)
Allow Journal information to be discarded Tick / un-tick to enable / disable. If this option is disabled the user will not have the option to discard the call activity journal
Automatically expand journal entry Tick / un-tick to enable / disable. If this option is enabled the notes section of the Call Summary window is automatically expanded
Show subject line in Call Summary Tick / un-tick to enable / disable. If this option is disabled the subject line will not appear in the Call Summary window but the data will still be saved in the call journal
Show journal notes in Call Summary Tick / un-tick to enable / disable. If this option is disabled the notes section will not appear in the Call Summary window
Show call disposition in Call Summary Tick / un-tick to enable / disable. If this option is disabled the call disposition drop down list will not appear in the Call Summary window
Show Call Duration Tick / un-tick to enable / disable. If this option is disabled duration will not appear in the Call Summary window but the data will still be saved in the call journal
Show Cumulative time on hold Tick / un-tick to enable / disable. If this option is disabled cumulative time on hold will not appear in the Call Summary window
Prompt to update Phone Fields
when Refreshing Associated Record
Tick / un-tick to enable / disable. If this option is enabled the user will be asked if they want Flexor to update the phone number in available phone fields for the record with the phone number of the current call, if the Refresh Associated Recorn icon is clicked
Save / Cancel Save any changes and close the screen, or Cancel any changes and close the screen

The Call Summary Configuration window, Operation tab:

Call Summary Operation

The Operation tab allows the Call Summary window to be configured to Open CRM screens automatically or manually by the user (by clicking on the appropriate icon on the Call Summary window).

Call Summary Configuration - Operation tab
When a number is matched to a contact
Open contact window Select how the matching record screen should open or not (drop down list)
Open journal window Select how the CRM call logging screen should open or not (drop down list)
When a number is not matched to a contact
Open new contact window Select how the new record screen should open or not (drop down list)
Open journal window Select how the journal screen should open or not (drop down list)
Operation
Open journal / contact delay If automatic record opening is selected from the options above, this option specifies the delay before opening the required screen
Do not open automatically for outbound calls If automatic record opening is selected from the options above, this option disables screen opening if the call is outbound
Do not open automatically for internal calls If automatic record opening is selected from the options above, this option disables screen opening if the call is internal. Internal number range is set via Devices and Applications, Advanced settings, Internal Calls tab.
When matching phone calls, only match calls assigned to me If calls associated to a matching record are searched, only search calls assigned to the user
Close windows
Close contact window If automatic record opening is selected from the options above, this option specifies if the screen should be closed (drop down list)
Close journal window If automatic screen opening is selected from the options above, this option specifies if the screen should be closed (drop down list)
Save / Cancel Save any changes and close the screen, or Cancel any changes and close the screen

The New Records tab:

Call Summary New Records

The New Records tab allows the Call Summary window to be configured to create new records by default in the users CRM and the type of  record to be created.

Call Summary Configuration - New Records tab
Creation of New Records from the Call Summary Button
Default application for new record Select the desired default application from the drop down list. If no choice is made, when the Create New record icon is clicked in the Call Summary window, the user will be asked which application to create the new record in, for instance Salesforce or Outlook
Do not open new record window for internal calls If the user has set their Internal number range in Advanced settings, if this option is ticked new records will not created
Do not show menu if only one App available If selected, if the user only has a license for one application, for instance Salesforce, a choice will not be offered
Default record type If desired, select a default record type to create for instance "lead". If no choice is made, the user will be offered the choice when they click the Create New record icon in the Call Summary window
Swap order of menus If no selection is made for default application (first above), this option swaps the order the user is asked first, between the application and the type of record
Prompt for name when creating a new record If selected the user will be prompted (via a pop up data entry box) to enter a name for the new record before the record is created via the Flexor Call Summary Window
New Record phone number pre-population
Canonical form of phone number Select in which format (if the calling number is presented to Flexor) it will populate the new record phone field e.g.: +441223750050
Original form of phone number Select in which format (if the calling number is presented to Flexor) it will populate the new record phone field e.g.: 01223750050
Save / Cancel Save any changes and close the screen, or Cancel any changes and close the screen

The Subject Line tab:

Call Summary Subject

The Subject Line tab allows the user to configure the Flexor Call Summary Window to add variables (if supported or supplied by your phone device) to the Subject line content which is then saved to the Call activity record.

Place your cursor in one of the Subject fields. Then choose a variable from the Insert field (e..g. %CID) drop down list and click on Insert. The variable will be added to the field. Remember to insert a space between each variable.

The Disposition tab:

Call Summary Disposition

For Flexor Apex for Salesforce users, the Disposition tab allows the user to add Call Disposition results to the drop down list of the Call Summary window. The Call Summary window can also be configured to Allow disposition result entry directly in to the list after a call. 

Call Summary Disposition tab
Call Disposition
Allow freeform entry Tick box - Enable / Disable. If this option is enabled, during a call, users can type anything into the Disposition field of the Flexor Call Summary Window 
Mandatory Disposition Tick box - Enable / Disable. If this option is enabled, during a call, the user must choose a call disposition from the drop down list in the Flexor Call Summary Window
Predefined values data entry field Add default call result notes, if required by your call logging procedure. These can then be selected by the user at the end of the call from the drop down list on the Flexor Call Summary window
Enable default disposition Tick box - Enable / Disable.  If this option is enabled, the user can select a default disposition from the drop down list. This choice will then be automatically selected in the Flexor Call Summary window during a call but can be changed if required before saving the call log
Journal Notes
Enable default journal notes Tick box - Enable / Disable. If this option is enabled, the user can enter some default text in the data entry field belwo that will then pre-populate the Journal box of the Flexor Call Summary window during a call. The text can be changed or deleted as required before saving the call log
Blank data entry field Add default journal notes if required by your call logging procedure and enable by ticking the Enable default journal notes box above
Save / Cancel Save any changes and close the screen, or Cancel any changes and close the screen


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