CEBP 110 Level 3

Learning objective

Use and preparation of data from a third-party application to call the application from ProCall

Learning content

Requirements

• Participation in the ProCall training
• Participation in MetaDirectory training
• Knowledge of relational databases

Individual work/knowledge development

Read through sources of information

• Read through the chapter Administration\Database\Replicators\ODBC databases and embedding data sources\Access database (ODBC) at https://help.estos.com/help/en-US/meta/5.0/metadirectory/dokumentation/index.htm
• Notes on the use of user-defined actions in the product help at https://help.estos.com/help/en-US/procall/ in the chapter Customizing estos ProCall\Appearance and Behavior\User-defined Actions
• Administratively define actions for certain events
• Information about relational databases
• URL encoding

Exercises

Control questions to check the learning content

1. In a CRM system, any number of phone numbers can be stored for a contact. When accessing the table with the contacts, it becomes apparent that no phone numbers are stored there. What is the cause and what do I have to do to display the phone numbers for a contact?

Tasks

A: Calling the MetaDirectory search page from ProCall with the caller's data.

B: The customer would like to search for contacts in ProCall from his Funny CRM and be able to open any contact found via the ProCall menu in the contact details. In case of an incoming call, the phone number should be resolved from the CRM and it should be possible to open the contact from the call window by pressing a button. This should only be possible for contacts from his CRM, i.e. the button is only shown if it is a contact from Funny CRM. The records are to be referenced via the key field "ContactID". When asked, the customer has indicated that a contact in their Funny CRM can be accessed as follows: FunnyCRM.accdb;<ContactID>.

It is a Microsoft Access-based CRM.

Solution Task B

C: The customer wants 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 required as the default browser for the customer. The data from the Funny CRM used in Task B can be used here as contact data.

Solution Task C