Enabling the CRM Button on your Freevoice Phone


'Follow these instructions to enable a button which will open an application which can trigger your CRM to automatically lookup the account or lead based on the phone number.'
  1. Click "Tools" in your Freevoice Phone toolbar
    Freevoice Phone click tools
  2. Select "Options"
    Freevoice Phone click options
  3. Click "Advanced"
    Freevoice Phone Options click advanced
  4. Click "Property Editor"
    Freevoice Phone Options click property editor
  5. Click the "I am aware of the risks" button.
    Freevoice Phone Options property editor I am aware
  6. Click the "New" button to add a new property.
    Freevoice Phone Options click new property
  7. In the "Name" field enter net.java.sip.communicator.impl.gui.main.call.SHOW_CRM_BUTTON
    Freevoice Phone Options property show crm button
  8. In the "Value" field enter true
    Freevoice Phone Options property show crm button true
  9. Click OK to save the parameter.
    Freevoice Phone Options property ok
  10. Click the "New" button to add another property.
    Freevoice Phone Options click new property
  11. In the "Name" field enter net.java.sip.communicator.impl.gui.main.call.CRM_COMMAND
    Freevoice Phone Options property crm command
  12. In the "Value" field enter the command to trigger your CRM. Where the phone number should be substituted enter a %s See the list below for a few example CRM's'.
    Freevoice Phone Options property crm command value'
  13. Click "OK" to save the parameter.
    Freevoice Phone Options property ok
  14. While on a call, your Call Panel should now have a CRM button. Clicking this button should trigger your CRM application.
    Freevoice Phone call panel crm button

Example:
net.java.sip.communicator.impl.gui.main.call.CRM_COMMAND Values:

Debt Pay Pro:
'C:\Program Files\Google\Chrome\Application\chrome.exe https://login.debtpaypro.com/index.php?module=contacts&page=lookup&phone=%s'
Zoho CRM:

'C:\Program Files\Google\Chrome\Application\chrome.exe https://crm.zoho.com/crm/GlobalSearch1.do?sModules=AllEntities&searchword=%s'