Manual - TaxSys Pro
TaxSys Pro CRM ConfigurationNotes Bubble triggers the phone module in TaxSys Pro, so the Bubble pop-up can be turned off.Configuration in CRM applicationProvide a list of extensions to TaxsysP...
Index
TaxSys Pro CRM Configuration
Configuration in CRM application
Configuration Bubble Software
Incoming popups
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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.
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 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. 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.
Integration type
OtherPop-up type
Bubble pop-up
Make use of all the functionalities that Bubble has to offer you
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).
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 applicatie
Bubble is available as a native software application for Windows.
Native macOS applicatie
Bubble is available as a native software application for macOS
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