by williamconley » Wed Oct 17, 2012 9:44 pm
have a look at the manual for Web Form and Script. It is entirely possible to have the phone number of the caller (or a code entered by the agent) create a Popup (either at the moment the call begins or at any time thereafter) based on the callerid or code. There are even two web forms available (second one requires activation). You can put in special codes to cause anything to be in the web form url to allow your agent screen to automatically request this information from the CRM at the moment the call begins or at any time thereafter at the push of a button by the agent.
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