A customer would like to be able to see the company name of the caller on an incoming call. It should also be possible to start a Google search for the company name from the call window. The Google Chrome browser is prescribed as the default browser for the customer.
The data from FunnyCRM used in Task B is to be used here as contact data.
Implementation
Several steps are necessary for the implementation:
Create a custom action with the following settings/properties
The action is to be displayed in the ProCall call window.
Application: Google Chrome browser.
The search page of Google should be opened and the company name of the caller should be dynamically entered.
The action should only be offered if a company is also maintained with the calling contact.
Customizing the replicator in MetaDirectory
In the field mapping, the name of the company must be replicated to the corresponding field in MetaDirectory.
