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th2106's avatar
th2106
Active Contributor
24 days ago
Solved

Question about Screen Pop behavior

Hi everyone,

I saw that GoTo Connect has a feature called Screen Pop. I downloaded the sample project and ran it successfully.

My question is: does the Screen Pop always open in a new browser tab, or is it possible for it to appear as a pop-up inside GoTo Connect itself?

For example, when a call comes in, could it automatically show a small pop-up with the contact information pulled from my CRM? I haven’t been able to make that work so far, and I’m not sure if I’m missing something.

Thanks in advance!

  • Hi th2106​ Welcome to the Community, thanks for trying the Screen Pop feature. 

    Screen Pop opens a browser window with contact search results on incoming calls, it currently doesn't appear in the app, you could suggest this as an idea, I will also share the feedback with the team. 

    The CRM Integrated Contacts configuration, is available to customers who have the contact sync option enabled as part of the Integration add-on. With this configuration, the URL used for screen pop is retrieved from the data stored on a contact record. You enable the screen pop setting, without any “website configuration” and the softphone should handle the rest when an incoming call is resolved to a CRM sync’d contact.

    This option is only available for users with the integration bundle add-on. Screen pops will work for any integration within the bundle that supports contact syncing.

    If you have further questions, let me know. 

     

     

     

     

     

2 Replies

  • th2106's avatar
    th2106
    Active Contributor
    18 days ago

    Thanks so much for the detailed answer, really helpful!

  • KateG's avatar
    KateG
    GoTo Manager
    23 days ago

    Hi th2106​ Welcome to the Community, thanks for trying the Screen Pop feature. 

    Screen Pop opens a browser window with contact search results on incoming calls, it currently doesn't appear in the app, you could suggest this as an idea, I will also share the feedback with the team. 

    The CRM Integrated Contacts configuration, is available to customers who have the contact sync option enabled as part of the Integration add-on. With this configuration, the URL used for screen pop is retrieved from the data stored on a contact record. You enable the screen pop setting, without any “website configuration” and the softphone should handle the rest when an incoming call is resolved to a CRM sync’d contact.

    This option is only available for users with the integration bundle add-on. Screen pops will work for any integration within the bundle that supports contact syncing.

    If you have further questions, let me know.