Alti-MSCRM Manual
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— Account/Caller ID - will match each contact’s “Main Phone” or
“Other Phone”
— Account/Account Number
— Order/Order Number
— Invoice/Invoice Number
— Case/Case Number
— Contract/Contract Number
— Product/Product Number
•
Call Log—This option allows the administrator to pop a separate
screen pop to track an agent’s extension activity and history, which can
be logged by contacts, accounts, or case numbers.
Use the drop-down list to select one the following log activities for the
extension:
— No Log (default setting)
— Contact
— Account
— Case
When the default setting is changed to one of the three options, the
system will log phone activity under the selected option.
Summary of Contents for Alti-MSCRM 2.0
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