Screen Popping #

Clio can use the information provided by ~.UcClient.~ to automatically find and load records for the user. ~.UcClient.~ provides 3 options to control when this screen pop occurs:

1. Manual screen pop -> Requires the user to press a button to activate the pop if they require it
2. Screen pop on ringing -> Automatically attempts to pop a record as soon as a new call starts ringing at the user's phone
3. Screen pop on answered (default) -> Automatically attempts to pop a record when a call is answered

Refer to the settings section for more information.

info
~.UcClient.~ will open any screen pop in a new browser tab using the default browser configured on your computer.

Call Information Area #

The call information area provides details about the current 'Live' call at the user's phone.

Any caller ID, name and dialed number information will be displayed here if available. Queue and Prefix information will also be displayed if provided.

info
If no caller name is provided but there is a Clio record match, the name of the record match will be displayed instead.

Clio Information Area #

If there is a Clio record match on the current call's phone number, the configured Clio record fields will be displayed in this area.

Depending on the type of record matched, different fields can be displayed.

Multiple Matches #

If there are multiple Clio record matches with the phone number, 'Multiple Matches' will be displayed in the Clio information area of ~.UcClient.~.

While on a call with multiple matches, if a matching record is opened by the user (either manually or through the screen pop search windows), the current call will be matched against the selected record by ~.UcClient.~. Any Communication activity automatically generated by ~.UcClient.~ when the call ends will be added to that record.

No Matches/New Contact #

If there are no contact matches with any Clio records for a telephone number, ~.UcClient.~ can be configured to create a new Clio record when the screen pop is requested.