Extension allowing advanced CRM features

Latest Version

Version
1.2.7
Update
December 7, 2024
Size
179KiB
Developer
softtrain.co.uk
Category
Users
55
Rating
0 ★
Manifest Version
3
Web Store Status
Languages Support
English (UK)
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Permissions
Storage
Notifications
Tabs
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SoftTrain Cloud CRM Controller Extension

For users of the Wildix telephone system, this extension allows the user to integrate their CRM tool.

The functionalities include the following:

- Screen-Pop
Incoming calls pop-up within the CRM tool and can be answered, put on hold, resumed from hold, transferred, forwarded or the call can be ended via the hang-up button.

Auto-detection of incoming contact with link to contact record within the CRM tool

- Click-to-Call
Hovering over a telephone number allows the option to call that number with a simple click. There is also an optional feature to generate a call record in the CRM tool when the outgoing call is initiated

- Transfer and Forward
Option to transfer or forward the call to a colleague. Initial list is for colleagues in the same department as the person answering the original call, but also a dropdown option to select the extension for anyone else on the phone system.

Icons to identify the current status of the colleagues to ensure forwarding or transfer only to a colleague who is available to take the call.

- Dialpad
The dialpad allows for telephone numbers to be manually entered and called. Number buttons ideal for touch-screens, but also the option to type the number from the keyboard.

- Call Log (optional)
Allow logging of the call against the contact's record. Either when the call is initiated or once the call has ended.

- Version History
V1.2.7 - Added Simpro Suite
V1.2.6 - Fix for Zendesk screen-pop location
V1.2.5 - Added bespoke integrations for Hubspot and Zendesk
V1.2.4 - Added 'Brochure Send' engagement (client-specific)
V1.2.3 - Fixed Click-2-Call in multiple locations for Sugar CRM
V1.2.2 - Normalised phone number fix for Transfer icon
V1.2.1 - Added in-call dialpad, Click-2-Call layer promoted, call window opens in new tab
V1.2.0 - Added support when for multiple contacts match phone number
V1.1.6 - Added fix for phone number normalisation
V1.1.4 - Added support for SugarCRM
V1.1.4 - Fix for contact load in Act! Premium Cloud
V1.1.3 - Added support for Act! Premium Cloud
V1.1.2 - Added support for Pipedrive
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "name": "SoftTrain Cloud CRM Controller", "description": "Extension allowing advanced CRM features", "version": "1.2.7", "manifest_version": 3, "background": { "service_worker": "bg-loader.js" }, "permissions": [ "storage", "notifications", "tabs" ], "host_permissions": [ "https://*.wildixin.com/", "https://localhost:44380/*", "https://crm-dev.softtrain.co.uk/ExtCRM/*", "https://crm-preprod.softtrain.co.uk/ExtCRM/*", "https://crm.softtrain.co.uk/ExtCRM/*", "https://www.softtrain.co.uk/*" ], "action": { "default_popup": "popup.html", "default_icon": { "16": "/images/ic-chromeExtension-16.png", "32": "/images/ic-chromeExtension-32.png", "48": "/images/ic-chromeExtension-48.png", "128": "/images/ic-chromeExtension-128.png" } }, "icons": { "16": "/images/ic-chromeExtension-16.png", "32": "/images/ic-chromeExtension-32.png", "48": "/images/ic-chromeExtension-48.png", "128": "/images/ic-chromeExtension-128.png" }, "options_page": "options.html", "content_scripts": [ { "matches": [ "https://www.softtrain.co.uk/contact-us" ], "js": [ "sites/shared.js", "sites/softtrain-co-uk.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://*.pipedrive.com/*" ], "js": [ "sites/shared.js", "sites/pipedrive.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://sandbox.dentally.co/*" ], "js": [ "sites/shared.js", "sites/dentally-co.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://desk.zoho.eu/support/softtraincloud/*", "https://desk.zoho.eu/agent/softtraincloud/softtrain-cloud/*" ], "js": [ "sites/shared.js", "sites/zoho.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://clonedev-wcctv.acrm.accessacloud.com/*", "https://wcctv.acrm.accessacloud.com/*" ], "js": [ "sites/shared.js", "sites/wcctv.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://*.lightning.force.com/*" ], "js": [ "sites/shared.js", "sites/salesforce.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://app-eu1.hubspot.com/*" ], "js": [ "sites/shared.js", "sites/hubspot.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://appuk.act.com/*" ], "exclude_matches": [ "https://appuk.act.com/GB/Activities/AlarmListDialog.aspx" ], "js": [ "sites/shared.js", "sites/act-premium-cloud.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://businesscentral.dynamics.com/*" ], "js": [ "sites/shared.js", "sites/microsoft-dynamics-business-central.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://www.sellsy.com/*" ], "js": [ "sites/shared.js", "sites/sellsy.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://prod.choiceadmin.co.uk/*" ], "js": [ "sites/shared.js", "sites/choiceadmin-co-uk.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://*.zendesk.com/*" ], "js": [ "sites/shared.js", "sites/zendesk.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://*.monday.com/*" ], "js": [ "sites/shared.js", "sites/monday.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://sandbox.altotest.co.uk/*" ], "js": [ "sites/shared.js", "sites/alto.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://diary.clinicoffice.co.uk/*" ], "js": [ "sites/shared.js", "sites/clinicoffice.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://clients.bigchange.com/*" ], "all_frames": true, "js": [ "sites/shared.js", "sites/bigchange.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://eu.app.clio.com/*" ], "js": [ "sites/shared.js", "sites/clio.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://*.myconnectwise.net/*" ], "js": [ "sites/shared.js", "sites/connectwise.js" ], "css": [ "sites/softtrain-co-uk.css" ] }, { "matches": [ "https://*.simprosuite.com/*" ], "js": [ "sites/shared.js", "sites/simprosuite.js" ], "css": [ "sites/softtrain-co-uk.css" ] } ]}
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