This guide will lead you through the process of Axonaut integration setup. Requirements:
Created: October 2020 Updated: January 2023 Permalink: https://wildix.atlassian.net/wiki/x/mwPOAQ |
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Wildix module is built into Axonaut CRM, no need to install it. |
To get the best experience, we recommend using Google Chrome. |
Popup URL / App allows you to open the CRM web page upon receiving or placing a call and pass parameters (static parameters or supported variables).
To add it, go to Collaboration Settings -> Personal -> Popup URL / App (it can also be added via WMS -> Users -> Edit preferences -> Settings -> Popup URL).
The following URL is set up for the automatic opening of a contact record when an incoming call occurs:
https://axonaut.com/searchMetacentrex?str={CALLERNUM}
You can choose between several methods, such as opening the contact card when receiving the call, when it is accepted or when you click: