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

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:

Yoobi

Application:

Yoobi

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

Due to API limitations, live searching means you can only search customers by their phone numbers. Screen popping only pops to the customer record. Cached mode is available for this integration, however larger sites may hit the 10,000 calls per day the API allows.

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. Watch Integration Video
  2. Yoobi (Manufacturer Website)