Manual - AGP Kerridge

Kerridge_Logo.png

AGP Kerridge CRM Configuration

Note

  • There is a paid license on the side of Kerridge, that must be activated first for using the Bubble integration.

Configuration in CRM application

One Time settings Trade

In P001 Parameter Maintenance, the TAPI connection must be set up for each user under File. This specifies the default action and relevant subsystem for each user, as shown below.

cc632ec9-7344-4620-ab06-1fce1d70453f.png


Configuration Bubble Software

Login as the user in the Bubble software. Go to CRM Connectors in the navigation bar on the left side, select the desired CRM integration by double clicking on it (please note that a CRM-application is activated if it has a blue frame around it).

W0SKy8LMWaQAAAABJRU5ErkJggg==

Then select the acpwtapi.exe file.

Fill in the server and port.
08c88657-4122-4e97-8de0-4fdef82965dd.png


Easy roll out to other users

With the Clone Profiles module under the tab Bubble (in your partnerportal portal.redcactus.nl) it is possible to roll out a configuration to all selected people at the same time. This gives you as much configuration time for 1 user as for 1,000 at the same time. Please note, this is an exact copy of the profile. Check knowledgebase  (Clone Profiles)

Index

AGP Kerridge CRM Configuration

Configuration in CRM application
One Time settings Trade
Configuration Bubble Software
Easy roll out to other users

Features

Outbound call possibilities CRM

Click to dial from CRM
Start an outgoing telephone call with one mouse click from your CRM application or any website.

Hotkey dial from CRM
Is a phone number not clickable in your CRM? With this function you can still make a call.


Integration features

Multi result popup
Does a phone number occurs multiple times in your CRM application? Click directly to the next result. Do you need this feature but is it not yet available for your integration? Please contact us.

Call registration
Call information can be recorded directly in your CRM under the customer card. Do you need this feature but is it not yet available for your integration? Please contact us.

SearchBar
Search CRM contact information from the 'SearchBar' desktop toolbar . Do you need this feature but is it not yet available for your integration? Please contact us.


Integration type

Other

Pop-up type

Bubble pop-up
Make use of all the functionalities that Bubble has to offer you

Application pop-up
The CRM application itself has a built-in telephony module. Bubble acts as a gateway (to connect the telephony module of your CRM application and your telephony system) through which you can disable the pop-up of Bubble itself (and therefore also the functions of Bubble).


Standard Bubble pop-up functions

Remote Dialer
A remote dialer is always available on your desktop so that you can start a call quickly and easily.

Single sign-on
No need to remember multiple passwords, login with your Microsoft, Google or Apple account.

Click to dial
Start an outgoing telephone call with one mouse click from any website.

Hotkey dial
Is a phone number not clickable in your CRM? With this function you can still make a call.

Native Windows application
Bubble is available as a native software application for Windows.

Native macOS application
Bubble is available as a native software application for macOS


Copyright Red Cactus B.V. © 2020 - 2023 Terms and conditions