Manual - DIAS

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DIAS CRM Configuration

Notes

  • The CRM application itself opens the customer card automatic. 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).
  • It is also possible to make a combination between the Bubble functionalities and the DIAS telephony module, see info under "combination".


Configuration in CRM application

In order to use the click-to-dial functionality from DIAS, a small script need to be placed in the installation directory.
You can download the 'beluit.bat' script from the attachments tab and store it under:

C:\UNIT4FI\Diamant\prog

First time run the script by double clicking on it.
A Windows smartscreen warning will apear:

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Click on "More Information"

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Click on "Execute". Now the script is trusted by Windows and the smartscreen warning will not appear again. 

After configurating the Bubble client, you can initiate calls from the DIAS application.

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).

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Select the 'ToeDia02.exe' file that needs to be executed for forwarding call information to Dias. Triggering the application can be done automatically by the call event 'ringing' or when the call is answered.

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There is an option to open the customer card automatic when the call is ringing, answering the call or, select the button DIAS - Open in the Action Buttons to do it manually.

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Combination

It is also possible to make a combination between the Bubble functionalities and the DIAS telephony module by activating also the CSV connector or if the customer has acces to ODBC, use the SQL connector in Bubble.

CSV

Go first to DIAS and make an export including the phone numbers. Connect the CSV to Bubble so that you can use the data to configure in the Bubble Notifications pop-up and add a button to open the client (see here above). Don't forget to disable the function that opens automaticly the customer card in the Bubble DIAS connector.

ODBC

More information will follow soon

Easy roll out to other users

With the Clone Profiles module under the tab Bubble (in your partnerportal bubble.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

DIAS 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.


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

Other

Pop-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).


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

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

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.

Screen & position customizable
Working with multiple screens? Decide at which screen and in what position you want to see the pop-up.

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

Auto-hide
Indicate whether you want the pop-up to remain or to disappear automatically after x time or action.

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

Mute
Mute the pop-ups for a while? Mute the notifications with a simple mouse click until you turn them on again.

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.

Callback request button
No more typing callback requests, but emailing the customer data directly to your colleague via a button

Email button
Do you want to send the caller an email during a telephone conversation? Activate then this button.

To copy button
With the copy function, you have a button that allows you to directly copy data to your clipboard.

Custom action button
Do you have other wishes? Configure a custom button to your liking (e.g. call a specific URL or an .exe)

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.

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.

Multi-tenant mode
With this function you are able to be logged in with multipleaccounts at the same time from one workplace.

Multiple profiles
You can configure multiple profiles so that you as a user are able to switch quickly to another profile.

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

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


Attachments

Filename Filesize
beluit.bat 0.04 kiB Download

Buttons

Below is the list of available buttons. These are both CRM specific- and generic Bubble functions. Think about invoking a specific URL or script, opening an e-mail or making a callback request. Call Control is only available if your telephony platform supports it.

  • Dias - Open
  • 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 of ODBC database
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