AnsweredAssumed Answered

CRM & Finesse

Question asked by Filip.Olsen on May 28, 2015
Latest reply on Jun 2, 2015 by Filip.Olsen

Hi Experts.

Im  newbie with Finesse -


I  did managed to set up crm ( web page ) as a iframe in finesses home tab (EmbeddedWebApp) and when logging in agent in finesse , the user get prompt for credentials , and the webpage loads.


In old days with CAD , we created a button the agent could press when on a active call , to push ecc variable to the crm webpage... it seems harder for me to do this in finesse - i did manage to do it with the popup gadget  , but i need the crm to stay in home tab at all times - and cant use the actions provided with workflow -


Actually the thing i need is to place a action button in the callcontrol gadget that would reload the crm page with the ecc variable to the embedded "gadget" in the home tab that user can press when in a active call - or better , make the EmbeddedWedbApp Tap the action button -


Could anyone point me in the right direction how to do this ?