Screen Pop Settings
You can adjust the behaviour of Unaric Voice for Teams when a call is received.
- Navigate to Setup > Feature Settings > Service > Call Center > Softphone Layouts.
- Click Edit on the softphone layout you want to customize.
- Select call type (Inbound, Outbound, or Internal).
- Under Screen Pop Settings you will find different options for customization the behaviour of Unaric Voice for Teams. Each of these addresses one specific scenario:
- Screen pops open within. Determines whether to open the pop-up in the existing browser window or tab or a new one.
- No matching records: Sets the behaviour if not matching records are found. You can either:
- Don't pop any screen
- Pop to new record and select which one. When answering, the phone number will be pre-populated in the record.
- Pop to a Visualforce page
- Pop to flow
- Single-matching record: Sets the behaviour if a single matching record is found. You can either:
- Don't pop any screen
- Pop detail page
- Pop to a Visualforce page
- Pop to flow
- Multiple-matching records: Sets the behaviour if a multiple matching records are found. You can either:
- Don't pop any screen
- Pop to search page and select which matching record to open
- Pop to a Visualforce page
- Pop to flow
- Click Save to finish.