Manual - TaxSys Pro
TaxSys Pro CRM Configuration
Notes
Bubble triggers the phone module in TaxSys Pro, so the Bubble pop-up can be turned off.
Configuration in CRM application
Provide a list of extensions to TaxsysPr...
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.
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
OtherClone template
A template must be used when cloning profiles because user authorization takes place, which cannot be cloned.
Application type
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
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.
Number notation
If you use different number notations in your CRM (already 20+ formats by default) you can add them yourself.
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