Configuring CRM.phone for Aurea CRM web

Learn to configure CRM.phone for Aurea CRM web.

CRM.phone must be installed on every client that should be able to use CRM.phone in combination with Aurea CRM web. For details, see CRM.phone Installation Guide.

To enable the CRM.phone panel in Aurea CRM web, you need to assign a phone profile to your users (Rep info area).

If you have defined multiple phone profiles for your users and want them to be able to change their phone profile when logging in, set the <ChangePhoneProfile> entry in the settings.xml (<update.portal> section) file to true.

To integrate CRM.phone with Aurea CRM web, add the A_CallNumberWiz menu action to the context menus of your choice, see Menus in the Aurea CRM web Administrator Guide.

CRM.phone profiles for users are cached when the first call for a user profiles occurs. On receiving a phone search request, the handler checks the cache first, if the required phone profile record is not found in the cache, it reads users phone profile record and stores it in the cache. The number of CRM.phone profile records that can be stored in the cache is set in the Phone.PhoneBook.CacheMaxRecord web configuration parameter. Default value is 3000 and is also the maximum value. When the maximum value is exceeded then the oldest record in the cache is purged and the new record added. The cache behavior can be configured using the Phone.PhoneBook.CacheSetting web configuration parameter.

For more information on the parameters see, see Web Configuration, Web Configuration Parameters, Phone Parameters in the CRM.Web Administrator Guide.