BUILD, ENGAGE, AND
ORGANIZE YOUR CONSTITUENTS.
CiviCRM CRM Telephony Integration
Charity
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CiviCRM
Integration today.
System Characteristics
Application Information:
| Manufacturer: | CiviCRM |
|---|---|
| Application: | CiviCRM |
| Version: | 5.19.2 |
| Market: | Charity |
Other Information:
| Operating System: | Windows |
|---|---|
| Installation Options: | Mandatory remote installation required. |
| Product: | Go Integrator sipdesk |
Integration Type
Client Add-in
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Integration Type
Client Add-in
An Add-in is an option in the Communicator for Xinix client that, when configured, connects the Communicator for Xinix client to the business application enabling a pre-defined set of integration features as detailed in the Supported features box.
Client Add-in with Events
An Add-in with Events is a Client Add-in that also sends and receives events to and from the business application such that the integration features are a combined function of the Communicator for Xinix client and of the business application.
Please refer to the Supported features box for more details.
Add-in Classification
Controlled
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Add-in Classification
Standard
Standard integrations are typically* available by default within the Go Communicator sipdesk client and installation can be completed by the reseller / end user using the add-in guide provided. Standard integrations use open APIs or benefit from partner agreements with the business application developer and it is expected that support for future releases will be maintained. Supported integration features are given in the table below.
*In some instances, where additional Go Communicator for sipdesk charges or other exceptional conditions apply an unlock code may be required to enable the integration.
Controlled
Controlled integrations have typically been provided on a customer project basis and either a limited agreement or no agreement is maintained with the application developer and support for future releases might not be available. The integration add-in is not available by default within the Go Communicator for sipdesk client and must be enabled by the Go Communicator for sipdesk developer at the time of installation. Supported integration features are given in the table below. Additional one of charges apply.
Product/License Type
Unite
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Product/License Type
The minimum Product / License required to achieve integration.
|
Supported Features (related to latest supported release)
BUILD, ENGAGE, AND |
|
|---|---|
| Address book search | |
| Caller details preview | |
| Click to dial via Communicator for sipdesk | |
| Click to dial via business application | |
| Manual screen pop | |
| Auto screen pop | |
| Automatic call activity logging | |
| Manual call activity logging | |
| Additional features | |
| Integration with Notes |
Notes / Advisories
Requires the WSID to be obtained from WebSellerPro before integration can take place
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
- Watch Integration Video
- CiviCRM (Product Website)
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