Set up Call Popup

After the integration with Odoo CRM, a web browser tab displaying CRM contact's information will be automatically launched when a CRM user receives an inbound call from a CRM contact by default. You can configure the call popup to be automatically triggered by a specified call event, or be manually opened during a call.

Prerequisites

You have integrated Yeastar P-Series Cloud Edition and Odoo CRM.

Procedure

  1. Log in to PBX web portal, go to Extension and Trunk > Extension.
  2. Click to edit the extension associated with a CRM user.
  3. In the Linkus Clients tab, scroll down to your desired Linkus client, then select the checkbox of Open Contact URL Using System-Integrated CRM.
  4. In the Popup Method section, decide the method of call popup.
    • If you want the system to automatically open the CRM contact details page, do as follows:

      1. Select Automatically (Only for Incoming Calls).
      2. In the Trigger Event drop-down list, set when the call popup will be automatically triggered.
        • Ringing: A call popup will be triggered when a user receives an inbound call from a CRM contact.
        • Answered: A call popup will be triggered when a user answers an inbound call from a CRM contact.
        • Call End: A call popup will be triggered when a user finishes a call with a CRM contact.
    • If you want the associated extension user to manually open the contact's URL during a call with a CRM contact, select Manually.
  5. Click Save.

Result

  • If automatic call popup is configured, when the specified trigger event occurs on an inbound call from a CRM contact, a new browser tab will be launched to show the contact's information from the CRM.


  • If manual call popup is configured, the associated extension users can click the CRM label on the call window to manually open the contact's details page during a call with the CRM contact.

Note: The pop-up web page might be blocked by the browser. In this case, users need to click on the blocked icon at the search bar, allow the pop-up window and website redirection, then click Done.