Mobile Office Integration possibilities

Mobile Office Integration possibilities

Click to dial Universal linking Universal linking Specific URL format called https://clicktodial.idealsystemscloud.be/ 32470894775 Mobile Office opens with dialpad open & number prefilled Possible for voice email (email coming Q2 2020) Add a touch to your services! 2

Link Enterprise phonebook Enterprise Phonebook In dialpad, access to additional phonebook sources Custom implementation to link towards your (cloud) phonebook API, Database,. No data is saved within Mobile Office itself (cloud retrieves data from your system) Add a touch to your services! 3

Inside interaction Contextual Each interaction maintains its own context Activity logger setup Add a touch to your services! See next slide 4

Click icon to add picture Click icon to add picture Click icon to add picture Click icon to add picture Search objects Linked objects Object details Activity log Different types can be mixed – each showing specific fields For selection made, show linked objects For 1 object, show more info log activity Alternatively, logging an activity is possible based on initial search action Add a touch to your services! Possibility to open an URL (specific to the object) 5

Outside interaction Optional Item can be shown inside the menu Allows access to CRM data outside an interaction Same limitations/flow as for ‘in interaction’ Add a touch to your services! 6

Tasks routing Tasks Generic interactions, having CRM identifier attached Mobile Office backend contacts the CRM Possibilities View task data View documents from CRM Launch action (trigger CRM workflow) Edit task data (form) Add a touch to your services! 7

Click icon to add picture Click icon to add picture Click icon to add picture Click icon to add picture View task Trigger action Attachments Edit form See task details Trigger custom action in CRM (workflow,.) View files from CRM Edit data * (limitations, see separate slide) Add a touch to your services! 8

Edit task data Edit tasks Fields supported Text input Combobox Datepicker Checkbox Validations supported Numeric Length Mandatory Add a touch to your services! 9

EVERYBODY JOINS THE CONVERSATION Add a touch to your services! 10