Property · Realworks CRM
Realworks CRM
WindowsControlledClient Add-in with Events
Discuss this integrationPublished feature support
What this configuration supports
- Address Book Search
- Not marked supported
- Caller details preview
- Not marked supported
- Pop contact in edit mode
- Not marked supported
- Live Mode
- Not marked supported
- Click to dial via Telogix
- Supported
- Manual screen pop
- Not marked 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
- Supported
Additional features
When making or receiving a call to or from a Realworks contact, a preview of the contact is presented within Realworks, and can be screen popped.
Notes & advisories
For the Realworks integration, we will require VOIP to be enabled in Realworks. Each user in Realworks has to have there own unique extension number. Extension numbers cannot start with a zero or the integration doesn't work e.g. 0201 they need to be 201. Due to limitations in the Realworks API, an incorrect time stamp is shown for calls attached to a record until they are saved, when the correct time stamp will display.
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
Realworks CRM (http://www.realworks.nl/diensten/crm/)
Realworks CRM (http://www.realworks.nl)
Original Telogix listing