Manual - IDEXX Animana

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IDEXX Animana CRM Configuration Notes 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...

Index

IDEXX Animana CRM Configuration

Configuration in CRM application
Configuration Bubble Software
Combination

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.

Copy to dial
Select a phone number and get a suggestion to call directly.


Integration features

Multi result pop-up
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 logging
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. From here you can open the customer card, start a phone call directly, send an email/WhatsApp/Microsoft Teams message or view the call history. Do you need this feature but is it not yet available for your integration? Please contact us.


Deployment type

Bubble Desktop
Bubble is installed on each user/workstation and runs locally on the user's computer.

Bubble Cloud
Bubble is hosted in the cloud, so no local installation is required. Note: This option requires the Bubble Cloud add-on license. For cloud hosting, it is always necessary for our cloud IP addresses to have access to the CRM/telephony environment.


Integration type

Other
Clone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.


Application type

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

Gateway Integration
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).


Action Buttons

CRM specific buttons
CRM specific buttons to, for example, open customer card or initiate other actions. See tab 'buttons'.


Standard Bubble pop-up functions

Pop-up notification
With an incoming, outgoing and forwarded call, an immediate notification with customer information.

Content pop-up customization
Determine the content of the pop-up per user, department or organization with info from your CRM application.

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

Multi-languages
Determine the language of the content in the pop-up by adding the words in the language of your choice.

Hide internal callers
Don’t want to see a pop-up when a colleague calls you internally? Possibility to turn this function on or off.

Sorting result
Prefer to show contacts first instead of companies when using ‘multi-result’? Decide the order yourself.

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

Recall conversations
In one click, the completed conversation popups can be retrieved to show the information again.

Call back
You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.

Talk duration timer
During a phone call, a timer is visible in the pop-up where the duration is displayed in seconds.

Call history
Display the name of the colleague who last spoke or tried to call the caller in the past 3 months.

Call notes
Immediately record your conversation info in a note so that all information is visible to your colleagues.

Updates
With a Bubble license you are always entitled to the latest functions that can be installed with one click.

Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.


Buttons

Below is the list of available buttons. These are both CRM specific- and generic Bubble functions.

  • Open Animana
  • Custom Action (standard button)
  • Send E-mail (standard button)
  • Callback request (standard button)
  • Call Control (standard button)*
  • Send WhatsApp message (standard button)
  • Send Microsoft Teams message (standard button)
  • Open SearchBar (standard button)

Parameters

Determine the content of the pop-up per user, department or organization with information from your CRM package. Below is the list of parameters available from your CRM software.

  • All the data from the CSV export
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