Altigen MAXCS 7.5 Salesforce Connector Configuration Guide Manuale Utente Scaricare il pdf (Pagina 13)

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Configuring MaxCS Connector Settings

While the MaxCS Connector is running, an icon appears in the Windows tray area. Right-click this

icon to open the menu.

• Settings – Opens the Settings window

• About – Shows information about the MaxCS Connector

• Exit – Closes the MaxCS Connector

When you choose Settings from the menu, a window offers various options.

• Caller ID matches with – Select which type of data you want to match against the caller ID of

incoming calls; contact, account, and/or lead.

• Notify me of new incoming calls – Shows a pop-up window when a call comes in, letting you

choose whether to open Salesforce.com. If you clear this setting, incoming calls will automatically

open Salesforce.

• Confirm outgoing calls – Shows a confirmation message when you click a phone number in

Salesforce to make a call.

• Log Level – Specify what type of data will be logged. The default level is Low.

» High – Logs errors, informational messages, and XML

» Medium – Logs only errors and informational messages

» Low – Logs only errors

• Advanced – Offers advanced string query options. These options apply to string value queries

only; they do not work for number values.

» Exact match – Match string values exactly

» %Data – Match strings from the right

» Data% – Match strings from the left

» %Data% – Match strings in the middle

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Altigen MAXCS 7.5 Salesforce Connector Configuration Guide Manuale Utente Pagina 13