Transferring Parameters to Aurea.CRM web

Learn to transfer parameters to CRM web.

You can hand over the following parameters to the telephone system.

  • $. call.callingNumber: The telephone number of the current event, e. g. the caller's number or the dialled number.
  • $. call.redirectingID: The ACD number.
  • $. call.callData: The call data.
  • $. call.flags : This parameter is not handed over from the telephony system. It defines a condition's position (starting with "0") within a list of defined conditions defined for the current telephone profile. Example: If two conditions were defined for a call status, e.g. "Ringing", you can use this parameter to define which condition is applied.

These parameters can be used with every Menu Action defined in CRM.designer. It defines a conditions position within a list

Syntax example: " javascript :$ . call.CallingNumber "

Example: Handing over call data as a parameter to the Search

A Menu Action starts the Telephone & E-Mail search and hands over the call data as a Search parameter.

  1. Define an application menu action with the following parameters in CRM.designer (called CustomPhoneAction1 in the following graphic):
    • Template Action = SearchPhoneEmail
    • CallerId = javascript :$. call.number

  2. Define a task and assign the Menu Action.

  3. Assign this task to a condition and this condition to a telephone profile.

    If a CRM.phone condition applies you can add any child record to a single exact hit using the ExpandNew menu action.

    For this purpose, the link = Record parameter must be defined in the Input Arguments section of the menu action.

    Example: Add a new record if a CRM.phone condition applies

    A menu action add a ticket for a company or person that was found in the database. In addition, the call data is written to the Problem Description field (field no. 62 / BTB).

  1. Define an application menu action with the following parameters in CRM.designer (called CustomPhoneTicket in the following graphic):
    • Template Action = ExpandNew
    • CallerId = javascript :$. call.number

  2. Define a task and assign the Menu Action:

  3. Assign this task to a condition and this condition to a telephone profile.