Connect Settings #
In addition to the Zoho settings, Connect has its own settings for controlling the Screen Pop and Activity Creation features.
To access the settings, click the settings icon on the side-bar of the Connect form:
The following settings are available to select:
Screen Pop Mode #
| Setting | Description |
|---|---|
| Manual | Matching records will only be popped when the user requests it by pressing the 'Pop' button on the client |
| Call Ringing | A matching record will be automatically popped when a call starts ringing |
| Call Answered | A matching record will be automatically popped when a call is answered |
info
To enable/disable popping of incoming or outgoing calls, change the Zoho settings.
Auto Task Creation #
| Setting | Description |
|---|---|
| Disabled | Activities are not automatically created |
| Enabled | Activities are automatically added to contacts when a call ends |
Refer to the Activity Creation section for more information.
Softphone Settings #
When running in softphone mode, additional settings will be displayed allowing the default 'Speaker' and 'Microphone' to be overridden.
Notifications #
If notifications are not enabled when in softphone more, Connect will not be able to send incoming call notifications to streamline the process of answering calls.
Notifications can be enabled by clicking on the 'Enable notifications' link within settings:
or from the warning in the main application user interface:
Once requested, a new page will load to request the permission:
Select 'Enable Notifications' again.
An additional browser response will appear asking to confirm the request:
Click on 'Allow' to complete the process.