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Verbinden Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

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AccountView

Buchhaltung Finanzdienstleistungen

Verfügbar für:

AccountView

Beschreibung Funktionen Button Parameter Kompatibilität Wiki Official Integration Partner

Connecting AccountView to your telephony platform is extremely important for improving customer satisfaction and working more efficiently. With our integration tool Bubble, during an incoming or outgoing phone call, you no longer have to search for customer data manually but it appears directly in a pop-up notification on your PC screen and from there you can perform various actions such as opening a relation card.

Pop-up notification

Bubble has a number of unique features. The information that can be displayed and the buttons in the pop-up are completely configurable to the wishes of the user, department or company. The information to display in the pop-up notification can be found under tab Parameter and the available buttons under tab Button. When transferring a call to a colleague, the customer information will be transferred with the call and when working with multiple screens, you can choose on which screen you want to see the pop-up. By default, the pop-up is visible from the moment your softphone, deskphone or other device rings until the call ends, but with the various timer options you can adjust even this to your personal preferences.

Functionalities

In addition to the above mentioned pop-up notification capabilities, Bubble is equipped with many more functionalities. For example, you can activate multiple CRM integrations under the same user at no extra cost, which can be useful if you use multiple software applications within your company. The full list of features can be found under tab Funktionen, but we have already listed a few important ones for you:

Dialing out by selecting a phone number in your CRM and pressing a hotkey with with the Select & Call feature.
Search CRM contact information directly in the Searchbar desktop application even if there is no phone call at that time (see note).
If several relations are known under one number you can browse through the results with the Multi result function.
The Call History function allows you to see all contact moments with the phone number over the last 90 days so you can immediately see which colleague had the last contact.
At the end of every call, there will be pushed a Call Log to the CRM, so that every call is logged under the relation card in the CRM (see note).
Make a call note immediately with the Call Note function that will be logged together with the Call Log and becomes visible to you and your colleagues in the Call History (see note).
Easy and secure login based on Single sign-on (Microsoft, Google or Apple account).

Customization

To meet your specific needs, Bubble is equipped with the Automations module. With this module it is possible to add your own If-This-Then-That flows. Think, for example, of running a script or automatically opening the call-note-screen instead of having to click it open.

Technical

Connecting Bubble - and thus the AccountView Software CRM connector - to your telephony platform is very easy. The procedure is different per telephony platform but one thing they all have in common, you don't have to be a technician to do it.

Möglichkeiten für ausgehende Anrufe CRM

Klicken Sie auf , um aus dem CRM zu wählen
Hotkey-Wahl aus CRM

Merkmale der Integration

Popup-Fenster mit mehreren Ergebnissen
Registrierung anrufen
Registrierung von Anrufen (+Note)
SearchBar

Art der Integration

Echtzeit-API (benutzerbasiert)

Pop-up-Typ

Blasen-Pop-up

Action-Schaltflächen

CRM-spezifische Schaltflächen

Standard Popup-Funktionen für Sprechblasen

Fernwählgerät
Pop-up-Benachrichtigung
Inhaltliche Anpassung des Pop-ups
Bildschirm & Position anpassbar
Einmalige Anmeldung
Automatisches Ausblenden
Mehrsprachig
Stummschalten
Interne Anrufer ausblenden
Ergebnis der Sortierung
Schaltfläche Rückruf anfordern
E-Mail-Schaltfläche
Taste zum Kopieren
Benutzerdefinierte Aktionsschaltfläche
Klicken Sie zum Wählen
Hotkey-Wahl
Gespräche zurückrufen
Rückruf
Timer für die Gesprächsdauer
Anrufverlauf
Notizen aufrufen
Multi-Tenant-Modus
Mehrere Profile
Aktualisierungen
Native Windows-Anwendung
Native macOS-Anwendung

Button

Open Relation
Custom Action (standard button)
Send E-mail (standard button)
Callback request (standard button)
Call Control (standard button)*
Send WhatsApp message (standard button)
Send Microsoft Teams message (standard button)
Open SearchBar (standard button)

Parameter

accountview_dear
accountview_lst_name
accountview_address1
accountview_st_region
accountview_st_extra
accountview_st_dept
accountview_sofi_nr
accountview_pp_code
accountview_title1
accountview_title2
accountview_str_f_m
accountview_mail_priv
accountview_mail_bus
accountview_facebk_id
accountview_fax_priv
accountview_fax_bus
accountview_func_pp
accountview_ad_name
accountview_rec_blk
accountview_geb_date
accountview_web_user
accountview_sex
accountview_st_nr
accountview_interest
accountview_inp_date
accountview_inp_usr
accountview_cnt_code
accountview_country
accountview_v_age
accountview_pp_note1
accountview_city
accountview_post_code
accountview_func_rel
accountview_sub_nr
accountview_st_street
accountview_lng_code
accountview_tel_mob
accountview_tel_priv
accountview_tel_bus
accountview_v_tel_bus
accountview_insertions
accountview_twitter_id
accountview_cont_type
accountview_dsp_name
accountview_initials
accountview_fst_name
accountview_cng_date
accountview_cng_nr
accountview_src_code
accountview_people_id
accountview_company_id
accountview_entity_type
accountview_relation_id
accountview_person_id
accountview_acct_nr
accountview_acct_name
accountview_admin_name
accountview_st_prop
accountview_po_box
accountview_po_code
accountview_po_city
accountview_www_url
accountview_coc_code
accountview_vat_nr
accountview_bnk_code1
accountview_bnk_code2
accountview_iban_nr
accountview_iban_nr2
accountview_disc_code
accountview_rpl_grp
accountview_contact_id

Kompatibilität

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App Marktplatz

Verbinden Sie Ihre bevorzugten Tools mit Ihrem Telefonsystem

AccountView

AccountView

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Parameter

Kompatibilität