Archive by Author | katy

InGenius Connector for Salesforce: How to stop those annoying Internet Explorer pop-up messages

Are you getting annoying pop up messages in Internet Explorer when you use Salesforce?  Does Internet Explorer ask you if you want the best website builder?  That’s a whole lot of extra clicking!  If you would like to avoid this pop up, you can make a change in Internet Explorer’s Internet Options.

For this change, we’ll be changing the Internet Explorer security settings to Enable the display of Mixed Content on the page.  You may want to check in with your network administrator before you make this change.

To edit the Internet Explorer security settings:

1) Open Internet Options in your Internet Explorer browser.  You can do this from the icon in the top right (shown below).

2) Select the Security tab at the top of the window.

3) Select Internet (we’ll also have to do this for each of the four ‘zones’ displayed), click the Custom level.. button.

4) Scroll about halfway down the list until you see the Display mixed content setting.

5) Change to Enable.  This should fix the problem – however, you can also continue on to edit the same settings for Local intranet, Trusted sites, and Restricted sites, if you want to really make sure it doesn’t happen anymore.

The image below will help you find the locations I mean:

(Click the image to enlarge)


InGenius Connector How-to: setup Windows telephony location and dialing rules

InGenius Connector can create and manage it’s own dialing rules, but it also relies on the Windows Telephony Location rules to tell it how to dial.  You can set these rules up in “Phones and Modems” on your Windows Control Panel, or directly from a link in InGenius Connector’s configuration window.

If you do not see the checkbox beside “Use Windows Telephony Location” where the arrow points in the image above, that means you are not an administrator on your computer and this option is already automatically checked off for you.  Click on the “Edit” button encircled (ensquared?) in red above.

Clicking the “Edit” button will take you to the “Phone and Modem” dialogue box on the left.  If you do not see an area code and location that matches your current location, click “New” to set it up.  If it’s there, or once you’ve created your location, click “Edit.”  This will bring you to the window on the right of the image above.  Double check your settings, and make sure that all of the right numbers are in the yellow highlighted box.  For example, I have “9”s there to access a line outside of my office network.  You probably also want to make sure that “Tone” dialing is selected.  Finally, click the “Area Code Rules” tab at the top of this window.

Clicking on the “Area Code Rules” tab at the top the of the “Edit Location” screen on the left of the image above will let you define rules for a specific area code.  For example, if you want to make sure that your local area code is always dialed, you would select/create the area code from the window on the left, and then click “Edit.”  This will open the Edit Area Code Rule window on the right of the image above.  Make sure these settings are to your liking, and then click “OK” on all of the windows you’ve opened.

As a final test, you can open up the InGenius Connector settings window and navigate to the “Dialing Rules – Advanced” screen, as shown above.  Type in the number you want to dial in the highlighted field above, and make sure the number that appears in the “Dialed number:” box is what you want to see.

If you are located outside North America and need to use our country-specific dialing rules, this screen is also where you have the option to select different dialing rules, or to import new dialing rules.

Finally, if your dialing rules queries are still unanswered, or if you want to know even more, you can read about Advanced Dialing Rules on our Knowledge Base:    Warning:  Advanced dialing rules look scary.

InGenius Connector version 3.2: New Release Announcement

I mentioned in a previous post that we’d released a new version of InGenius Connector for Salesforce on Cisco platforms.  In the meantime, we’ve also released InGenius Connector for Microsoft Dyanmics CRM on Cisco platforms, and now our newest version is available across all of our phone platforms and CRMs.

Among other things, our new version of InGenius Connector includes:

We think you’ll love the new features.  Take a look and test it out with a free trial!


Salesforce Call Center tips: Display Call Duration in Minutes

In this post we showed you how to add Call Duration to a Salesforce Activity page.  Unfortunately, the only existing field available for you to add and display on your Activity page gives you call duration in seconds.  That might work just fine for you and your organization, but some of our users wanted to display call duration in minutes.  Here’s how to do it.

As the Salesforce Administrator, navigate to Setup-> Customize-> Activities -> Add Custom Fields.

Select New:

Select Formula for your data type and then click Next:

Enter in the name you would like to give the field (Sarah used “Call Duration(Min)” here.  Then select Text and then Next:

Click Advanced Formula and then copy and paste the text below this image into the highlighted space shown below.  Once you’ve pasted it, click Next:

IF((MOD(CallDurationInSeconds/60,1)*60) > 10,

TEXT(FLOOR(CallDurationInSeconds/60)) + “:” + TEXT(FLOOR(MOD(CallDurationInSeconds/60,1)*60) ),
TEXT(FLOOR(CallDurationInSeconds/60)) + “:0” + TEXT(FLOOR(MOD(CallDurationInSeconds/60,1)*60) ))

Select the profiles you wish to be able to see this field.  Finally, click Save.

Navigate to a task and you should now see “Call Duration (Min)” displayed on that task page.  Cool!

In the image above, you can now see that we’ve got two Call Duration Fields;  one displays duration in seconds (we showed you how to display in this post) and one outlined in red that displays call duration in minutes (this is the custom field we just created).

If you’d also like to see this field on your Contacts’ Activity History page, then you’ll need to customize the Contact Page Layout.  Stay tuned for more!

InGenius Software Webinar Series

We will be starting our InGenius Connector CRM Webinar series this week on Friday May 11  at 11am EST!  Anyone who wants to see our software in action can sign up here:

The first webinar will show you InGenius Connector for Salesforce.  Our Product Marketing Specialist and Salesforce wiz, Sarah, will show you how the application makes the job of sales agents and managers easier.

Check back in to our InGenius Connector CRM Webinar series regularly!

InGenius Connector for Salesforce Call Center CTI and Cisco – in Firefox and Chrome!

We’ve released support for our InGenius Connector Salesforce plugin on Cisco platforms, and we couldn’t be more pleased about it!  This solution is exciting for two reasons,

1) It supports Cisco Call Manager and,

2) It makes use of Salesforce call center version 4.

What does that mean?  The InGenius Connector for Salesforce and Cisco works in Firefox and Chrome in addition to Internet Explorer!

We know how happy this will make all you Firefox and Chrome users, and we want to let you know that multi-browser support for InGenius Connector and Salesforce on our other platforms (such as Broadsoft, Mitel, Polycom, Aastra, Asterisk and softphone) is also coming very soon.

To try out InGenius Connector for Salesforce and Cisco Call Manager, visit our website and download a free trial.

Receive desktop notifications for voicemail with InGenius Connector Softphone

To make sure that you always see your softphone voicemail notifications, navigate to the Advanced settings in your softphone profile:

Click on the General Settings tab in the Advanced Softphone Configuration Window:

Once you fill in the required information, you’ll be able to access your voicemails from the desktop!  Sometimes Windows hides these notifications in the systray.  To make sure that you always see your InGenius Connector notifications, you can do the following:

Click on the little upward facing arrow in the Windows system tray and select Customize…

From here you can select which icons you want to always see in the systray.  If you ‘show icon and notifications’ for InGenius Connector, you will always see whether or not you have voicemails waiting for you:

Let us know if this was helpful, or if you have other questions!