Alti-MSCRM Manual
19
Incoming Call with Matched Data
When a call comes into the extension and matches the corresponding field,
Alti-MSCRM will pop the screen of matching information from the
Microsoft CRM database.
For example, if a customer calls Extension 107 and the caller uses
AltiWare’s AA/IVR to input an Product ID Number (9873, for example),
the corresponding Microsoft CRM Product page matching that Product ID
Number will be popped on top of the AltiClient screen.
Figure 5.
Incoming Call with Matched Data Screen Pop
Summary of Contents for Alti-MSCRM 2.0
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