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To download Preparation Phone Connectors CRM Connectors Application Pop-up content Pop-up buttons Pop-up settings Click to dial Click to dial (TAPI driver) Select to dial Copy to dial Mac OSX - Premissions hotkeys Remote Dialer SearchBar Call Control Call History Call Note Automations Bubble Desktop Other settings Other functionalities Sending keystrokes

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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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.

To access the configuration panel, you need to have a Bubble Desktop license. If you don’t have one, you can read here how to enable it. If you are an end customer, please request the Bubble Cloud lic...

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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 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.

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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.

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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.

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Show Example

To get an impression of what the pop-up will look like during configuration, you can click on the button Show Example .

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To use the Bubble hotkeys on OSX, we need to give permissions first. To do this, follow these steps:Go to the Apple Icon, and click on "System Preferences".Go to "Security & Privacy".Then go to th...

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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 automatically...

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Note: The developers of Bubble do not give support on custom scripts, we only provide an example on how this can be achieved. For some CRM/ERP or self-build (SQL Connector / HTTP Requester) it is de...

Knowledge Base - Local Configuration

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Last Called Feature

Legend

Lookup parameters (version 3 and higher)

Show Example

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