Because ANVA is committed to security, the following procedure should be observed regarding having the telephony module activated in ANVA.
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).
Then fill in OpenID Client ID, OpenID Client Secret and the Organisation ID.
Easy roll out to other users
With the Clone Profiles module under the tab Bubble (in your partnerportal portal.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).
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.
Open ANVA
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)
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.
id
emails_0_0_email
emails_0_0_type
phonenumbers_0_0_phonenumber
phonenumbers_0_0_type
phonenumbers_1_1_phonenumber
phonenumbers_1_1_type
anvarelatienummer
anvainvoicebyemail
name
date_of_birth
gender
title
initials
last_name
voorvoegsel
dossiernummer
relatie_status_code
relatie_status_description
relatie_status_geroyeerd
titulatuur_code
titulatuur_description
relatie_soort_code
relatie_soort_description
producent_code
producent_description
woonadres_straat
woonadres_huisnummer
woonadres_toevoeging
woonadres_postcode
woonadres_plaats
woonadres_land_iso
laatst_gewijzigd_door_code
laatst_gewijzigd_door_description
geboortedatum
geslacht
voorletters
titel
achternaam