Excerpt used in Salesforce record display and popping in ContactWorld and Opening a Salesforce record relating to a caller
ContactWorld searches through the Salesforce records database using the caller's CLID.
If you are using Service Cloud, depending on the number of Salesforce records found, ContactWorld does one of the following:
If the search returns no results, ContactWorld doesn't pop a page. A 'No matches found' message appears in ContactPad.
The search returns no results if a caller withholds their telephone number.
If the search returns one result, ContactWorld pops the record in the main Service Cloud window. The call is automatically linked to this record.
ContactPad displays a link to the found record. If you are not using Service Cloud, click this link to pop the record. This link remains in ContactPad until you have made or received another call.
If the search returns multiple records, ContactWorld pops a list of matching records in Service Cloud. Click to pop the record that you want in the main Service Cloud window. The call is automatically linked to the record you pop.
ContactPad displays a link to the search results. If you are not using Service Cloud, click this link to pop the record. This link remains in ContactPad until you have made or received another call.
