Alti-MSCRM Manual
25
Incoming Call with Matched Data
When a call comes into the AltiAgent and matches a corresponding DNIS
and/or Workgroup Number entry, Alti-MSCRM will pop the screen of
matching information from the Microsoft CRM database.
For example, if a customer calls Workgroup Number 302 with DNIS
digits 2521302, and the caller uses AltiWare’s AA/IVR to input an Order
Number (01003, for example), the corresponding customer’s Order
Number will be popped on top of the AltiClient screen.
Figure 14.
Order Page
Operational Notes:
•
Alti-MSCRM does the data synchronization based on the
configuration time interval. If a matched Microsoft CRM record is
changed or removed within this duration, an error message will pop up.
•
When running Alti-MSCRM, the maximum number of windows that
can be opened (including Microsoft CRM entries) is 32 screens. Once
this limit is reached, Alti-MSCRM will display warning message
window and no new screen pops will appear until another window or
entry screen is closed.
Summary of Contents for Alti-MSCRM 2.0
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