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Bubble System RequirementsOS: Supported Operating SystemWindows 10 or laterWindows Server 2016 or latermacOS High Sierra 10.13+CPU: supported architectures: x64, arm64, M1Memory: at least 1GB of RAMHD...

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Bubble System RequirementsOS: Supported Operating SystemWindows 10 or later

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This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.

In order to let Bubble work properly, you need to whitelist the following DNS entries and ports in your firewall:FQDNPortProtoapi.bubble.redcactus.nl443TCPrealtime.bubble.redcactus.nl443TCPWhen you ar...

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The software can be downloaded from the partner portal. See for full description Partner Portal > Software in the knowledge base or go directly to the download page....

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In order not to inconvenience your end customer, it is possible to configure the Red Cactus software from your own PC. Login with the credentials you have created for the user, configure Bubble and th...

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Click on the desired telephone connector by double clicking on it. See for full description Phone Connectors in the knowledge base.Test ConnectorIt is possible to simulate a call, without having conne...

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Test Connector

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Click on the desired CRM connector by double-clicking it under CRM Connectors. See for full description CRM Connectors in the knowledge base.Multiple connectorsIt is possible to have multiple CRM- ERP...

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Multiple connectors

Disable sequence functionality

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Within Application the following tools are available:Software VersionBubble Connection StatusToolsChangelogSoftware VersionFrom this window it is possible to view the current software version and upda...

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Software Version

Tools: Send Diagnostics

Changelog

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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 f...

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Last Called Feature

Legend

Lookup parameters (version 3 and higher)

Show Example

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In the pop-up you can create a maximum of 4 buttons under Notifications > Actions Buttons . You can create the following buttons:CRM- ERP specificCustom actionCall Control (3 variants)Copy to clipb...

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CRM- ERP- specific

Custom Action

Call Control

Copy To Clipboard

Send Email

Send WhatsApp

Chat Teams

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Various settings of the pop-up are possible:Enable popupsCall DirectionScreenPop up PositionHide pop-upDirectly when call endsStart timer when the call startsStart timer when the call ends Ena...

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Enable Pop-ups

Call Direction

Screen

Pop-up position

Hide pop-up directly when call ends

Start timer when the call is ringing

Start timer when the call is answered

Start timer when the call is ended

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Configure click-to-dialWindowsBy default, the Bubble software is equipped with the click to dial function (not web browser specific!). Immediately at startup you will receive a message that you can ac...

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Configure click-to-dial

macOS

Click to Dial in Chrome and Edge webbrowser

Set primary device

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TAPI driver installationSome CRM integrations only support Click&Call based on the older technology TAPI and not the current Click&Call protocol. In order to use click-to-dial via TAPI for the...

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TAPI driver installation

Terminal Server multi-user configuration

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ConfigurationBy default, the Bubble software is equipped with the select & call function which can be useful with local software programs where no click & call function is supported. You can a...

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Configuration

Number normalization

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NOTE: Make sure that when you want to use the Function keys (F1, F2, etc.) that FN should be pressed.To use the Bubble hotkeys on OSX, we need to give permissions first. To do this, follow these steps...

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The Remote Dialer module is available from Bubble version 3.5.0 and higher. With this module you can dial out quickly and easily. It is not a softphone, but a module that uses click & call technol...

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Function “on top”

Function “auto start”

Function “contacts”

Click & Call

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The SearchBar module is available from Bubble version 3.25.0 and higher. With the SearchBar desktop application, you have a handy tool that allows you to instantly look up contact information.

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From this contact information, you can directly start an outbound call (based on click-to-call), send an e-mail, send a WhatsApp message, start a Teams chat or open the customer card directly. The SearchBar searches the following sources:

Contact information in CRM software (if supported)
Phone book from telephony platform (if supported)
Colleagues in the Bubble webportal

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The SearchBar can be opened from the Bubble configuration window by clicking on SearchBar at the top right or from the system tray.

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Configuration options

Via the arrow icon you can change the personal preferences of your SearchBar.

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Function "On Top"

When you have enabled the On Top function, the SearchBar will always be in the foreground of your desktop.

Function "Auto Start"

The Auto Start function ensures that the SearchBar starts up automatically and is visible on your desktop every time you start your computer.

Function "Toggle" (recommended)

The Toggle feature allows you to set a hotkey that allows you to open and also close the SearchBar directly. This way you can work efficiently and the SearchBar does not take up valuable space on your desktop. Click on the button and press the key of your choice.

In order to disable the searchbar hotkey, click on 'TOGGLE: F..' and press ESCAPE to unlearn the current hotkey.

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Configuration options

The Call History functionality is available from Bubble version 3.6.0 and higher. With this module you can quickly and easily see which colleagues have had contact with the caller in the past 3 months...

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The Call Note functionality is available from Bubble version 3.9.0 and higher. With this module you can write a call note during a call. Your call notes and the call registration become automaticall...

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Automations will give you the possibility to build your own If-This-Then-That flows. You can use this feature to open your customer view automatically, auto-answer a Teams call, execute a script, etc....

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Activate automations

Setup automations

Auto answer outgoing Teams calls

Automatically open relation card

Automatically open card (additional conditions)

Open callnote when answered

Tips & Tricks

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Internal callersIf you do not want to generate pop-ups with an internal call from a colleague, you can disable the function under Settings > CRM > Uncheck The ‘stop lookup after first match’ f...

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Right-clicking on the Bubble logo in the taskbar will bring up the screen as shown below with the following functions:Show > opens Bubble settings screenRemote Dialer > See description under Rem...

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Configuration options

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