Published feature support
What this configuration supports
- Address Book Search
- Supported
- Caller details preview
- Supported
- Pop contact in edit mode
- Supported
- Live Mode
- Not marked supported
- Click to dial via Telogix
- Supported
- Manual screen pop
- Supported
- Automatic call activity logging
- 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
- Supported
- Add contact
- Supported
- Additional features
- Not marked supported
Notes & advisories
Infusionsoft API has a limitation that does not allow searching by First Name. Call activity logging - When creating a Task for a Company or User, it is not linked to any record. These Tasks will then only show up in the user’s Task list (e.g. on “My Day”). If the Task is marked as completed (e.g. because it was logged automatically at the end of a phone call),
References & walkthroughs
Keap Max Classic (https://keap.com/keap-max-classic)
Keap Max Classic (https://keap.com/)
Original Telogix listing