Setting Up Caller Cards
Phone Connect allows you to set up caller cards that are displayed during various telephony events. These cards can be configured either for all Phone Connect users or individually for specific contacts of a user.
Defined Caller Cards
- Open the Phone Connect Admin Role Center and go to the Call Management tab in the ribbonbar.
- Click on the Module Seteup action.
- Click on Caller Cards.
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Add the following card IDs to the list:
ID Name 5227426 Phone Connect Outgoing Call - Std 5227427 Phone Connect Incoming Call Contact - Sales 5227430 Phone Connect Incoming Call Contact - Std 5227431 Phone Connect Incoming Call - Unknown 5227435 Phone Connect Incoming Call Customer - Std 5227436 Phone Connect Incoming Call - Internal 5227439 Phone Connect Incoming Call Vendor - Std 5227443 Phone Connect Incoming Call Customer - Sales 5227444 Phone Connect Incoming Call Vendor - Purchase
Phone Connect User Configuration
Once the caller cards are defined, they can be assigned to users in the Phone Connect user configuration.
- Navigate to Phone Connect users using the search.
- Select the desired user.
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Go to the Caller Card Assignment tab. Now you can assign the desired caller cards to the user.
Info
The caller cards will be displayed as soon as a call takes place. Additional specific settings must be configured in the Phone Connect User Setup. Here, for example, you can define whether a caller card should automatically close once a call ends.
User Settings Page for Contact
- Navigate to Caller Card Assignment for Contacts using the search.
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Create a user card setup per line for a Phone Connect User and a specific contact number. Select the Phone Connect User ID in the User ID column and enter the contact number in the corresponding field.
For example:
User ID Contact Code Page ID CTI_USER CT200081 5227427 Info
In some cases, it can be useful to display specific caller cards for certain contacts during a call. The user settings page for contacts allows further customization of the caller cards.