Knowledge Base - Bubble Desktop
Knowledge Base
The content of the pop-up can be composed entirely according to your wishes under Notifications > Notification Content. This works with dynamic parameters (variables). All useful variables can be found via the button legend. The variables can come from Bubble, the telephone connector that is activated and the selected CRM-ERP- software. The list of variables is automatically completed with the available variables from a CRM- ERP- software connector after it has been activated. The variable you want to use is easy to copy by clicking on the copy function before the line and then pasting it.
Type in the field Notification Content what you want to show (In the language of your preference), for example ‘number’ and put the correct variable behind it (for example $number). If the number is recognized during a call, the variable will automatically change to the correct customer data.
Last Called Feature
It is possible to make visible which Bubble user last attempted to call the number of the caller, which can be useful if the person calls back but does not know which colleague could have called him or she. You use the following variables for this:
Last contact with: $last_call_user
By date: $last_call_datetime
In order to display this data, Red Cactus stores the user’s recent call history. If a user does not want this data to be saved, you can deactivate this function under Settings > Synchronize ‘last call’ information with the Bubble Cloud > uncheck.
Legend
As indicated, the variables will automatically appear in the list below Legend after activating a CRM- ERP- software connector. The exception to this is if you connect through a database connection (e.g. MySQL, Microsoft SQL, ODBC) or the HTTP Requester (Get, Put, Post request). A supplier of the relevant CRM- ERP- software can supply a list of column names in the database that can be used. In the Notification Content field, put a dollar sign ( $ ) in front of the variable.
Lookup parameters (version 3 and higher)
To make it even easier for you, there is the button with function ‘lookup parameters’. Enter a telephone number that is known in the CRM-ERP- application you connected, click on ‘Lookup number’ and you will immediately see the variables with example information. This way you don’t have to guess which variable to use in your pop-up.
Show Example
To get an impression of what the pop-up will look like during configuration, you can click on the button Show Example .