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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


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titleFeatures
  • Click-to-call feature

  • Incoming call popup
  • Outgoing call popup

  • Auto-detect existing contact Contact and Business Partner and redirect to its page
  • Creating a new contact Contact via popup


Table of Contents
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  1. Download the Wildix Integration according to your version. Both x64 and x84 are supported. 
  2. In the archive you should see two files: 
    1. The add-on registration data (.ard) file
    2. 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

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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:

  1. Details about the call

...

  1. with the Name of the Client and his Phone Number.
  2. Answer, Hold and Hang-up buttons
  3. 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


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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:

  1. Show Contact — Automatically opens SAP record with Contacts tab and focus on this contact record
  2. 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

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