Published feature support
What this configuration supports
- Address Book Search
- Supported
- Caller details preview
- Supported
- Pop contact in edit mode
- Not marked supported
- Live Mode
- Not marked supported
- Click to dial via Telogix
- Supported
- Manual screen pop
- Supported
- Automatic call activity logging
- Not marked supported
- Integration with Notes
- Not marked supported
- Cached Mode
- Not marked supported
- Click to dial via business application
- Not marked supported
- Auto screen pop
- Supported
- Manual call activity logging
- Not marked supported
- Add contact
- Not marked supported
- Additional features
- Not marked supported
Notes & advisories
The method of integration we use for Insightly is to periodically (daily) 'cache' the contact data which would then be available to identify the caller. This 'cached' contact data is used to identify callers therefore would not be 'live' data. The number of records held within the customer’s database may prevent this 'cached' option as there is a limit set by Insightly. Please let us know if the number of contact records exceeds 10,000.
If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.
References & walkthroughs
Insightly (http://insightly.com/)
Insightly (https://insightly.com/)
Original Telogix listing