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Click + Create on the Popup Configurations page. The form contains four sections: Teams Popup Configuration Information: automatically generated configuration number, assigned user, active status, and one or more visible roles. Teams Popup Field Configuration:...

Open an existing configuration to view its detail page. Button Configuration displays the quick-action buttons shown during calls. Click Add Button to define its title, colour, icon, and action, such as opening an existing record or creating a related record. ...

Open the configuration detail page and click Edit. The edit form contains the same sections as the creation form, pre-filled with the current values. You can change the assigned user, active status, role visibility, popup modules and fields, linked-module ment...

When a call arrives in Microsoft Teams, the operator first sees the native Teams notification, including the caller's number and the controls to answer or reject the call.

At the same time, independently from the Teams notification, TeamsPhone Plugin searches the incoming number in the CRM. Single result: the matching CRM record is opened directly, without an intermediate selection page. Multiple results: the operator sees sever...

Regardless of the call scenario, the TeamsPhone Plugin popup uses the same basic structure. Status indicator: a flashing green dot appears in the upper-left corner. It is only a visual element and is not synchronised with the real call status in Microsoft Team...

The complete popup can be dragged freely in both expanded and minimised mode. Click and hold the popup, then move it to any position on the screen so that it does not interfere with the operator's other activities during the call.

Prima di installare e utilizzare TeamsPhone Plugin, verificare che l'ambiente vtenext rispetti i requisiti indicati di seguito. Versioni vtenext supportate TeamsPhone Plugin è supportato sulle versioni di vtenext comprese tra la 24.08.x e la 26.x. Le versioni ...

Before installing and using TeamsPhone Plugin, verify that the vtenext environment meets the requirements listed below. Supported vtenext versions TeamsPhone Plugin is supported on vtenext versions from 24.08.x up to 26.x. Versions later than 26.x are not curr...

BOZZA – Manuale in fase di verifica Introduzione e panoramica Fatturazione Avanzata collega il lavoro svolto per il cliente al ciclo amministrativo. Consente di aprire Ticket e Lavori dalle principali anagrafiche, consuntivare ore, trasferta e materiali, prepa...