Manual - SAP C4C [embedded]
SAP C4C [embedded] CRM Configuration
Notes
Make sure that the user does not have the rights 'Agent Desktop' and 'Live Activity Center' enabled simultaneously. These rights can be found in section COD...
Index
SAP C4C [embedded] CRM Configuration
Configuration in CRM application
Additional info
Configuration Bubble Software
Easy roll out to other users
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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.
Call logging (+note)
Call information and call notes can be recorded directly in your CRM under the customer card.
Custom field variables
The custom fields that have been created in the CRM application yourself can also be used to display in the pop-up.
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
Realtime API (user based)
Authentication with CRM application at user level. Please note, if you want to clone the profiles to other users in the organization, the user data will be copied also. To prevent this, you can request a clone template from us that does not copy these values.
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).
Automatically opens customer card
The CRM application you use is limited in telephony integration functionalities. You can choose to have the customer card open automatically with an incoming or outgoing call or by configuring a button in the Bubble pop-up to open the customer card manually. (note, customer details cannot be shown in the Bubble pop-up, only the caller's phone number, unless you also use the CSV connector).
Bubble365 embedded pop-up
Make use of all the functionalities Bubble has to offer. The pop-up notification is fully integrated into the CRM system itself.
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.
Click to dial
Start an outgoing telephone call with one mouse click from any website.
Call back
You can recall the phone number again directly from a ‘retrieved pop-up’ with a simple mouse click.
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.
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 - SAP C4COpen account - SAP C4COpen contact - SAP C4COpen employee - SAP C4CSend WhatsApp message (standard button)Send Microsoft Teams message (standard button)Open SearchBar (standard button)Trigger Automations (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.
$sapc4c___metadata_uri$sapc4c___metadata_type$sapc4c___metadata_etag$sapc4c_object_id$sapc4c_contact_id$sapc4c_contact_uuid$sapc4c_external_id$sapc4c_external_system$sapc4c_status_code$sapc4c_status_code_text$sapc4c_title_code$sapc4c_title_code_text$sapc4c_academic_title_code$sapc4c_academic_title_code_text$sapc4c_additional_academic_title_code$sapc4c_additional_academic_title_code_text$sapc4c_name_prefix_code$sapc4c_name_prefix_code_text$sapc4c_first_name$sapc4c_last_name$sapc4c_additional_family_name$sapc4c_initials$sapc4c_middle_name$sapc4c_name$sapc4c_gender_code$sapc4c_gender_code_text$sapc4c_marital_status_code$sapc4c_marital_status_code_text$sapc4c_language_code$sapc4c_language_code_text$sapc4c_nick_name$sapc4c_birth_date$sapc4c_birth_name$sapc4c_contact_permission_code$sapc4c_contact_permission_code_text$sapc4c_profession_code$sapc4c_profession_code_text$sapc4c_perception_of_company_code$sapc4c_perception_of_company_code_text$sapc4c_deviating_full_name$sapc4c_account_id$sapc4c_account_uuid$sapc4c_account_formatted_name$sapc4c_building$sapc4c_floor$sapc4c_room$sapc4c_job_title$sapc4c_function_code$sapc4c_function_code_text$sapc4c_department_code$sapc4c_department_code_text$sapc4c_department$sapc4c_vip_contact_code$sapc4c_vip_contact_code_text$sapc4c_phone$sapc4c_mobile$sapc4c_fax$sapc4c_email$sapc4c_email_invalid_indicator$sapc4c_best_reached_by_code$sapc4c_best_reached_by_code_text$sapc4c_formatted_postal_address_description$sapc4c_business_address_country_code$sapc4c_business_address_country_code_text$sapc4c_business_address_state_code_text_updatable$sapc4c_business_address_house_number$sapc4c_business_address_street$sapc4c_business_address_city$sapc4c_business_address_street_postal_code$sapc4c_business_address_state_code$sapc4c_business_address_state_code_text$sapc4c_creation_on$sapc4c_created_by$sapc4c_created_by_identity_uuid$sapc4c_changed_on$sapc4c_changed_by$sapc4c_changed_by_identity_uuid$sapc4c_contact_owner_id$sapc4c_contact_owner_uuid$sapc4c_normalised_phone$sapc4c_normalised_mobile$sapc4c_entity_last_changed_on$sapc4c_e_tag$sapc4c_activiteitenmail_kut$sapc4c_activiteitenmail_kut_text$sapc4c_courant_gazet_kut$sapc4c_courant_gazet_kut_text$sapc4c_nieuwsbrief_hanosshop1_kut$sapc4c_nieuwsbrief_hanosshop1_kut_text$sapc4c_nieuwsbrief_kut$sapc4c_nieuwsbrief_kut_text$sapc4c_optin10_kut$sapc4c_optin10_kut_text$sapc4c_optin11_kut$sapc4c_optin11_kut_text$sapc4c_optin2_kut$sapc4c_optin2_kut_text$sapc4c_optin3_kut$sapc4c_optin3_kut_text$sapc4c_optin9_kut$sapc4c_optin9_kut_text$sapc4c_outlet_mail_kut$sapc4c_outlet_mail_kut_text$sapc4c_persoonlijkeaanbiedingen_kut$sapc4c_persoonlijkeaanbiedingen_kut_text$sapc4c_vestigingsmail_kut$sapc4c_vestigingsmail_kut_text$sapc4c_voordeelmail_kut$sapc4c_voordeelmail_kut_text$sapc4c_z_e_commerce_contact_token_kut$sapc4c_z_emarsys_contact_kut$sapc4c_z_hanos_online_kut$sapc4c_z_scizo_key_kut$sapc4c_zeitung_kut$sapc4c_zeitung_kut_text$sapc4c_contact_attachment_folder___deferred_uri$sapc4c_contact_international_version___deferred_uri$sapc4c_contact_is_contact_person_for___deferred_uri$sapc4c_contact_owner_employee_basic_data___deferred_uri$sapc4c_contact_personal_address___deferred_uri$sapc4c_contact_text_collection___deferred_uri$sapc4c_corporate_account___deferred_uri$sapc4c_uuid$sapc4c_role_code$sapc4c_role_code_text$sapc4c_life_cycle_status_code$sapc4c_life_cycle_status_code_text$sapc4c_dunsid$sapc4c_legal_form_code$sapc4c_legal_form_code_text$sapc4c_customer_abc_classification_code$sapc4c_customer_abc_classification_code_text$sapc4c_nielsen_region_code$sapc4c_nielsen_region_code_text$sapc4c_industrial_sector_code$sapc4c_industrial_sector_code_text$sapc4c_business_partner_formatted_name$sapc4c_additional_name$sapc4c_additional_name2$sapc4c_additional_name3$sapc4c_current_default_address_uuid$sapc4c_country_code$sapc4c_country_code_text$sapc4c_state_code$sapc4c_state_code_text$sapc4c_care_of_name$sapc4c_address_line1$sapc4c_address_line2$sapc4c_house_number$sapc4c_additional_house_number$sapc4c_street$sapc4c_address_line4$sapc4c_address_line5$sapc4c_district$sapc4c_city$sapc4c_different_city$sapc4c_street_postal_code$sapc4c_county$sapc4c_company_postal_code$sapc4c_po_box_indicator$sapc4c_po_box$sapc4c_po_box_postal_code$sapc4c_po_box_deviating_country_code$sapc4c_po_box_deviating_country_code_text$sapc4c_po_box_deviating_region_code$sapc4c_po_box_deviating_region_code_text$sapc4c_po_box_deviating_city$sapc4c_time_zone_code$sapc4c_time_zone_code_text$sapc4c_web_site$sapc4c_order_blocking_reason_code$sapc4c_order_blocking_reason_code_text$sapc4c_delivery_blocking_reason_code$sapc4c_delivery_blocking_reason_code_text$sapc4c_billing_blocking_reason_code$sapc4c_billing_blocking_reason_code_text$sapc4c_sales_support_blocking_indicator$sapc4c_legal_competence_indicator$sapc4c_recommended_visiting_frequency$sapc4c_visit_duration$sapc4c_last_visiting_date$sapc4c_next_visiting_date$sapc4c_latest_recommended_visiting_date$sapc4c_owner_id$sapc4c_owner_uuid$sapc4c_parent_account_id$sapc4c_top_level_account_id$sapc4c_z_sbi_sdk$sapc4c_z_sbi_sdk_text$sapc4c_bt_wnummer_kut$sapc4c_bedrijfsketenoffranchiseformule_kut$sapc4c_betaalwijze_ub_kut$sapc4c_betaalwijze_zb_kut$sapc4c_betaler_naam_kut$sapc4c_betalerklantnummer_kut$sapc4c_betalingsconditie_kut$sapc4c_betalingstermijngoedgekeurd_finance_hnl_kut$sapc4c_betalingstermijngoedgekeurd_vm_comm_dir_kut$sapc4c_betalingstermijnindagen_opstart1_kut$sapc4c_betalingstermijnindagenhidden_kut$sapc4c_betalingstermijnindagenhidden_kut_text$sapc4c_betalingstermijnindagennew_kut$sapc4c_betalingstermijnindagennew_kut_text$sapc4c_blokkeringsreden_kut$sapc4c_blokkeringsreden_kut_text$sapc4c_doelgroepmailings_kut$sapc4c_doelgroepmailings_kut_text$sapc4c_duurzamekeuken_kut$sapc4c_eo_id_kut$sapc4c_expat_kut$sapc4c_f_id_kut$sapc4c_facturenper_opstart_kut$sapc4c_facturenper_opstart_kut_text$sapc4c_factuurontvanger_klantnummer_kut$sapc4c_factuurontvanger_naam_kut$sapc4c_folders_kut$sapc4c_folders_kut_text$sapc4c_fourcroy_klant_kut$sapc4c_goederenontvanger_klantnummer_kut$sapc4c_goederenontvanger_naam_kut$sapc4c_hanosvestiging_opstart_kut$sapc4c_hoofdsegment_kut$sapc4c_hoofdsegment_kut_text$sapc4c_horeca_b2b_kut$sapc4c_horeca_b2b_kut_text$sapc4c_inleesveld_kut$sapc4c_klanthierarchienaam_kut$sapc4c_klanthirarchie_kut$sapc4c_klantvandochteronderneming_kut$sapc4c_klantvandochteronderneming_kut_text$sapc4c_kopende_kp_cklant_kut$sapc4c_kredietlimiet_content_kut$sapc4c_kredietlimietcurrency_code_kut$sapc4c_kredietlimietcurrency_code_kut_text$sapc4c_kv_knummer_kut$sapc4c_ondernemingsnummer_kut$sapc4c_optin1_kut$sapc4c_optin1_kut_text$sapc4c_overigefolders_kut$sapc4c_overigefolders_kut_text$sapc4c_pakketwaardetotaalleverancier_content_kut$sapc4c_pakketwaardetotaalleveranciercurrency_code_kut$sapc4c_pakketwaardetotaalleveranciercurrency_code_kut_text$sapc4c_personeelsnummer1_kut$sapc4c_prijzenoppakbon_kut$sapc4c_sep_ain_sa_pingevoerd_kut$sapc4c_segmentatie_dochteronderneming_kut$sapc4c_segmentatie_dochteronderneming_kut_text$sapc4c_soortfactuur_ub_kut$sapc4c_soortfactuur_zb_kut$sapc4c_subsegment_kut$sapc4c_subsegment_kut_text$sapc4c_toelichting_blokkeringsreden_kut$sapc4c_totaalleverancier_kut$sapc4c_totaalleverancier_kut_text$sapc4c_uitnodigingen_kut$sapc4c_uitnodigingen_kut_text$sapc4c_verzekerd_bedrag_content_kut$sapc4c_verzekerd_bedragcurrency_code_kut$sapc4c_verzekerd_bedragcurrency_code_kut_text$sapc4c_verzendwijze_zbu_bfactuur_kut$sapc4c_verzendwijze_zbu_bfactuur_kut_text$sapc4c_werknemersklasse_kut$sapc4c_werknemersklasse_kut_text$sapc4c_zbu_bklant_kut$sapc4c_zbu_bklant_kut_text$sapc4c_z_bfacturenper_kut$sapc4c_z_bfacturenper_kut_text$sapc4c_z_add_huisnummer_kut$sapc4c_z_huisnummer_kut$sapc4c_z_postcode_kut$sapc4c_z_straatnaam_kut$sapc4c_z_verantwoordelijke_mobiel_kut$sapc4c_zitplaatsenbinnen_kut$sapc4c_zitplaatsenbinnen_kut_text$sapc4c_zitplaatsenbuitenterras_kut$sapc4c_zitplaatsenbuitenterras_kut_text$sapc4c_corporate_account_address___deferred_uri$sapc4c_corporate_account_attachment_folder___deferred_uri$sapc4c_corporate_account_has_contact_person___deferred_uri$sapc4c_corporate_account_identification___deferred_uri$sapc4c_corporate_account_international_version___deferred_uri$sapc4c_corporate_account_sales_data___deferred_uri$sapc4c_corporate_account_skills___deferred_uri$sapc4c_corporate_account_tax_number___deferred_uri$sapc4c_corporate_account_team___deferred_uri$sapc4c_corporate_account_text_collection___deferred_uri$sapc4c_corporate_account_visiting_hours___deferred_uri$sapc4c_corporate_account_visiting_information_details___deferred_uri$sapc4c_owner_employee_basic_data___deferred_uri$sapc4c_parent_account___deferred_uri$sapc4c_employee_id$sapc4c_user_id$sapc4c_identity_uuid$sapc4c_global_user_id$sapc4c_business_partner_id$sapc4c_employee_validity_start_date$sapc4c_employee_validity_end_date$sapc4c_second_last_name$sapc4c_nationality_country_code$sapc4c_nationality_country_code_text$sapc4c_birth_place$sapc4c_region_code$sapc4c_region_code_text$sapc4c_postal_code$sapc4c_po_box_country_code$sapc4c_po_box_country_code_text$sapc4c_po_box_region_code$sapc4c_po_box_region_code_text$sapc4c_po_box_city$sapc4c_tax_jurisdiction_code$sapc4c_tax_jurisdiction_code_text$sapc4c_inhouse_mail$sapc4c_office_phone_number$sapc4c_normalised_office_phone_number$sapc4c_mobile_phone_number$sapc4c_normalised_mobile_phone_number$sapc4c_fax_number$sapc4c_user_validity_start_date$sapc4c_user_validity_end_date$sapc4c_user_password_policy_code$sapc4c_user_password_policy_code_text$sapc4c_user_locked_indicator$sapc4c_user_counted_indicator$sapc4c_created_on$sapc4c_business_user___deferred_uri$sapc4c_employee_organisational_unit_assignment___deferred_uri$sapc4c_employee_sales_responsibility___deferred_uri$sapc4c_employee_skills___deferred_uri$sapc4c_employee_user_business_role_assignment___deferred_uri$sapc4c_employee_user_subscription_assignment___deferred_uri$sapc4c_employee_working_hours___deferred_uri$sapc4c_open_url$sapc4c_open_account_url$sapc4c_open_contact_url$sapc4c_open_employee_url
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