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.