All content on these pages are related to the latest supported release of the PHONE-LiNK client.

In2crm

Integration Type

Client Add-in

Add-in Classification

Standard

Product / License Type

CRM

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

In2crm

Application:

In2crm

Market:

General CRM

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via PHONE-LiNK:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features:

Integration with Notes:

Notes / Advisories

Integration via SQL connection requires an SQL view to be setup - dbo.vwCTIData. To allow popping, the crmcall.exe must be present in the C:\ drive directory in the In2CRMv8 folder.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Optional.

Product:

PHONE-LiNK v3

References

  1. In2crm (Product Website)