Html |
---|
<div id="fb-root"></div> <script>(function(d, s, id) { var js, fjs = d.getElementsByTagName(s)[0]; if (d.getElementById(id)) return; js = d.createElement(s); js.id = id; js.src = 'https://connect.facebook.net/en_US/sdk.js#xfbml=1&version=v2.11'; fjs.parentNode.insertBefore(js, fjs); }(document, 'script', 'facebook-jssdk'));</script> |
...
Html |
---|
<div class="lang-box-pdf"> <div> <div class="google-lang"> <div id="google_translate_element"> </div> <script type="text/javascript"> function googleTranslateElementInit() { new google.translate.TranslateElement({pageLanguage: 'en', includedLanguages: 'de,es,fr,it,nl', autoDisplay: false}, 'google_translate_element'); } </script> <script type="text/javascript" src="//translate.google.com/translate_a/element.js?cb=googleTranslateElementInit"></script> </div> <div class="pdf-button"> <a href="https://confluence.wildix.com/spaces/flyingpdf/pdfpageexport.action?pageId=62488759" alt="Convert to .pdf" title="Convert to .pdf"><img src="https://confluence.wildix.com/download/attachments/14549012/pdf-button-download-wildix-documentation.png"></a> </div> </div> </div> |
Info |
---|
This guide will lead you through the process of SAP Business One integration usage, starting from an installation, and ending with practical examples for call receiving. Requirements:
Created: November 2019 Updated: January February 2020 Permalink: https://confluence.wildix.com/x/t4C5Aw |
Panel | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
|
Table of Contents | ||
---|---|---|
|
...
- Download the Wildix Integration according to your version. Both x64 and x84 are supported.
- In the archive you should see two files:
- The add-on registration data (.ard) file
- The add-on setup (.exe) file
Setup the Integration as SAP Business One addon
...
Warning |
---|
Keep the Collaboration open while working with the application |
...
If the contact not presented in SAP
You can tell that you have an incoming call if you see this pop-up above all other windows. It also plays the ringtone.
This popup has the next fields:
- Details about the call
...
- with the Name of the Client and his Phone Number.
- Answer, Hold and Hang-up buttons
- Add New Contact and Search field for the Business Partner
Note |
---|
You cannot save the contact without attaching it to the Business Partner |
If the contact already exists in SAP
When the caller's phone number can be matched with a number in an existing SAP record, that record will be displayed once you press the Answer button. You also can also open it by pressing on the Show contact button. To answer an incoming call, press the green button in the pop-up.you can see this pop-up.
It still contains the same info, but on the bottom side you can see next buttons:
- Show Contact — Automatically opens SAP record with Contacts tab and focus on this contact record
- Show Business Partner — Opens Business Partner Master Data record for this contact
Note |
---|
If you have multiple Partners/Contacts with the same phone numbers |
In this case, you can see the regular popup from the previous case with the next difference. Show Contact and Show Business Partner buttons will open a spreadsheet with all matching contacts/business partners and you need to choose one of these records by clicking on the yellow button next to the Card Code