~.UcClient.~ Settings

~.UcClient.~ Settings #

In addition to the Zoho settings, ~.UcClient.~ 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 ~.UcClient.~ form:

Screenshot

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
Information Circle 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, ~.UcClient.~ 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:

Screenshot

or from the warning in the main application user interface:

Screenshot

Once requested, a new page will load to request the permission:

Screenshot

Select 'Enable Notifications' again.

An additional browser response will appear asking to confirm the request:

Screenshot

Click on 'Allow' to complete the process.