Integrating your telephone system with your CRM or business systems can provide significant productivity gains to your organisation, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically make your handset dial the number.
When licensed for CRM Integration, the Partner CRM client can utilise the Add-in features detailed below. Please check the documentation related to your version of the Partner CRM client to check exactly what integration features are available.
An Add-in is a program that is written to link the Partner CRM client to a specific business application. The Add-in is included with and configured from within the Partner CRM client, and provides a range of set integration features from the list below. Up to four Add-ins can be concurrently configured.
Standard integrations are typically* available by default within the Partner CRM 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.
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 Partner CRM client and must be enabled by the Partner CRM developer at the time of installation.
Completed integrations not yet available in the current production release of the software. Please contact your supplier if you have an immediate need of this integration.
The Legacy classification applies to Add-ins for business applications where support has been discontinued by the application developer. An unlock code is required to configure the Add-in in the Partner CRM client and a limited, non-SLA support level only is available.