When you have configured Connect, you can optionally further customize your installation by configuring some or all of the following advanced features. For information about the essential configuration steps for Connect, see Configuring Connect.
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If you want to customize your installation beyond the features described, you must proceed with caution. Some changes can stop ContactWorld working as intended. |
Custom settings
To configure some of the optional features, you must configure some custom settings. These optional features are indicated by an asterisk (*). For information about configuring custom settings, see Creating or editing custom settings for Connect.
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To configure the callback number presented to the person an agent is calling, you must create an Apex class that implements the NVMContactWorld.ISelectPresentedClid interface. For information about this feature, see Automating callback numbers in Connect.
Configure Click to dial in Connect*
You can enable Connect to acknowledge calls made using Click to dial as Connect calls. For information configuring Click to dial in Connect, see Configuring Click to dial in Connect.
Configure dynamic Dial List settings*
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When you create a Dial List you must specify the type of object that is included in the list. By default you can create Dial Lists of Contact, Lead, Case, and Task types. If you want to create a Dial List for a custom object, you must enable Dial Lists for that custom object. For information about enabling Dial Lists for custom objects, see Enabling custom object Dial ListsConfiguring available Dial List types.
Make Connect information visible on page layouts and list views
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