Altigen MAXCS 7.5 Salesforce Connector Configuration Guide Uživatelský manuál

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Strany 1 - For Salesforce.com

Application Notes: MaxCS Connector For Salesforce.com September 2014

Strany 2 - Contents

MaxCS Salesforce Configuration Guide Page 10 of 17 3. Click Connect CTI Adapter. The login panel opens. 4. Enter your login information and

Strany 3 - Introduction

MaxCS Salesforce Configuration Guide Page 11 of 17 About Call Control The MaxCS Connector softphone does not provide call control features. For

Strany 4 - Architecture

MaxCS Salesforce Configuration Guide Page 12 of 17 If no data can be matched to the data from the call, the panel will show a message that no

Strany 5 - MaxCSConnector.xml

MaxCS Salesforce Configuration Guide Page 13 of 17 Configuring MaxCS Connector Settings While the MaxCS Connector is running, an icon appears in

Strany 6

MaxCS Salesforce Configuration Guide Page 14 of 17 • Log Path – Shows the path to the folder where log files are written. Troubleshooting This

Strany 7 - AA Configuration Example

MaxCS Salesforce Configuration Guide Page 15 of 17 4. Set the MaxCS Connector log level to High (refer to the section Configuring MaxCS Connec

Strany 8

MaxCS Salesforce Configuration Guide Page 16 of 17 3. Click the Internet Zone icon at the top of the page. 4. Click Custom Level. 5. In the M

Strany 9 - Using the MaxCS Connector

MaxCS Salesforce Configuration Guide Page 17 of 17 AltiGen Technical Support AltiGen does not provide general configuration support for Salesfor

Strany 10

MaxCS Salesforce Configuration Guide Page 2 of 17 Contents Introduction ...

Strany 11 - Receiving Calls

MaxCS Salesforce Configuration Guide Page 3 of 17 These application notes are provided for administrators who are configuring AltiGen Communicat

Strany 12 - Making Calls

MaxCS Salesforce Configuration Guide Page 4 of 17 The client system must meet the following software requirements: • The client must be runnin

Strany 13

MaxCS Salesforce Configuration Guide Page 5 of 17 Configuring the MaxCS Salesforce Connector This section describes how administrators import th

Strany 14 - Troubleshooting

MaxCS Salesforce Configuration Guide Page 6 of 17 3. On the Manage Users page, click Add More Users. 4. To search for a user, enter your sea

Strany 15 - Privilege Warning

MaxCS Salesforce Configuration Guide Page 7 of 17 Step 3: Assign a SoftPhone Layout to Users Be sure to assign a softphone layout to each user.

Strany 16 - Settings for Chrome Browsers

MaxCS Salesforce Configuration Guide Page 8 of 17 3. Configure the AA entry as follows, and then click OK. o Set Actions to Adv. – Collect Di

Strany 17 - AltiGen Technical Support

MaxCS Salesforce Configuration Guide Page 9 of 17 2. Navigate to this folder: \MaxCS Connector for Salesforce\Setup 3. In that folder, run Se

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