As the Salesforce Administrator, navigate to Setup-> Customize-> Activities -> Add Custom Fields.

Select New:

Select Formula for your data type and then click Next:

Enter in the name you would like to give the field (Sarah used “Call Duration(Min)” here.  Then select Text and then Next:

Click Advanced Formula and then copy and paste the text below this image into the highlighted space shown below.  Once you’ve pasted it, click Next:

IF((MOD((CallDurationInSeconds )/60,1)*60) > 10,
TEXT(FLOOR( (CallDurationInSeconds )/60)) + “:” + TEXT( FLOOR(MOD((CallDurationInSeconds )/60,1)*60) ),
TEXT(FLOOR( (CallDurationInSeconds )/60)) + “:0″ + TEXT( FLOOR(MOD((CallDurationInSeconds )/60,1)*60) )
)

IF((MOD(CallDurationInSeconds/60,1)*60) > 10,

Select the profiles you wish to be able to see this field.  Finally, click Save.

Navigate to a task and you should now see “Call Duration (Min)” displayed on that task page.  Cool!

In the image above, you can now see that we’ve got two Call Duration Fields;  one displays duration in seconds (we showed you how to display in this post) and one outlined in red that displays call duration in minutes (this is the custom field we just created).

If you’d also like to see this field on your Contacts’ Activity History page, then you’ll need to customize the Contact Page Layout.  Stay tuned for more!

The first webinar will show you InGenius Connector for Salesforce.  Our Product Marketing Specialist and Salesforce wiz, Sarah, will show you how the application makes the job of sales agents and managers easier.

Check back in to our InGenius Connector CRM Webinar series regularly!

1) It supports Cisco Call Manager and,

2) It makes use of Salesforce call center version 4.

What does that mean?  The InGenius Connector for Salesforce and Cisco works in Firefox and Chrome in addition to Internet Explorer!

We know how happy this will make all you Firefox and Chrome users, and we want to let you know that multi-browser support for InGenius Connector and Salesforce on our other platforms (such as Broadsoft, Mitel, Polycom, Aastra, Asterisk and softphone) is also coming very soon.

To try out InGenius Connector for Salesforce and Cisco Call Manager, visit our website and download a free trial.

Click on the General Settings tab in the Advanced Softphone Configuration Window:

Once you fill in the required information, you’ll be able to access your voicemails from the desktop!  Sometimes Windows hides these notifications in the systray.  To make sure that you always see your InGenius Connector notifications, you can do the following:

Click on the little upward facing arrow in the Windows system tray and select Customize…

From here you can select which icons you want to always see in the systray.  If you ‘show icon and notifications’ for InGenius Connector, you will always see whether or not you have voicemails waiting for you:

Let us know if this was helpful, or if you have other questions!

To add the call duration field onto your Activities pages, you’ll need to log into Salesforce as a Salesforce Administrator.

Navigate to YourName-> Setup-> Customize-> Activities.

Select Task Page Layouts and then look for “Call Duration” at the top of the Task Page Layouts screen.  You can then drag “Call Duration” down to an open spot on the Task Page, and shuffle things around until you get a layout you like.  Make sure you press Save at the top of the “Console Interation” space.

Navigate to a lead or contact page where you already have call activities, or create a new call activity by making a test call.  Open up the Task page, and look to find your “Call Duration” field

You should now see a Call Duration field on your Task page!  The Call Duration will be populated by seconds.

You can use these steps to add any available fields onto to the Task page.  To check what fields you have available, navigate to YourName-> Setup-> Customize -> Activities-> Task Field. You can add any of these fields into your Task page.  If there are additional fields you need on your Task page, check out how to create Customized Fields in Salesforce.com

Have a good Monday everyone!

As usual, when you want to make changes to the Salesforce call center, you must log in as the Salesforce Administrator, or have your Salesforce Administrator make these changes for you.

Navigate to Setup-> Customize -> Call Center. 

Usually, we go into the Call Centers tab shown above.  This time we’ll click on the Softphone Layout option

Select Softphone Layouts, and then click through the “Introducing Salesforce CRM Call Centers” splash page if it appears.

On the SoftPhone Layouts page, click on Edit next to the Standard SoftPhone Layout option, or whichever Softphone Layout is selected as “Default”.

Scroll to the bottom of the page below the heading “CTI 2.0 or Higher Settings.”   This is where you can make changes to the screen pop settings.  Click on Edit next to any of the settings to see your options, and test out some different configurations to see which works best for you!

To add a new license:

Once you’ve received your license from InGenius Software by purchasing through our store, requesting a free trial, or writing in, you just plug it into the following spot:

It is a good idea to restart the application at this point.  If you’ve entered in a license for a CRM plugin, once you restart InGenius Connector, you’ll need to configure or log onto the CRM.

If you’ve entered a license key for a new phone profile, you’ll need to create a new profile.

To create a new profile:

Navigate to Settings->Add/Edit Phones in the InGenius Connector toolbar, then click the icon with the yellow sun.

This will bring up a New Profile box where you need to name your location profile and select your phone model from the drop down menu:

Fill in the information on the configuration page.  You may need contact your network administrator for some of these details:

Once you press Test a log box will open.  This log box gives you a message to let you know whether you are successfully connected, or if you need to double check some of your information:

When you see a “Successfully Connected” message, you’re all set!

Thanks O-Zone Tech!

You’ll notice that O-Zone Tech is using the TAPI plugin with Aastra Connector.  There is similar functionality across all of our supported phone profiles.

The TAPI plugin is one of our most popular products because it can work with any TAPI enabled CRM.  TAPI means Telephony Application Programming Interface.  It lets you connect your phone (or softphone) and computer to talk to other phones.  Neato!  If you aren’t sure whether your CRM has TAPI, you can check with us or with your CRM‘s support group.

Features of our InGenius Connector TAPI plugin include click-to-dial from inside your CRM, screen pops on incoming calls that have a matching record, and call logging.  These features vary somewhat depending on the CRM you’re using, so get in touch to test it out with a free trial!

Updates to InGenius Connector for Microsoft Dynamics CRM have made it a very easy install.  All that is required is some phone profile information depending on the type of phone or server you are connecting to, and your Microsoft Dynamics CRM credentials.

All of the telephony control features that make your CRM so much more usable are available in InGenius Connector Microsft Dynamics CRM plugin.  There’s click to dial on all stored numbers in your MSCRM leads and contacts:

… Record pops on an incoming call …

… Call control and note taking space for inbound and outbound calls …

… And automatic logging in the contact record history, and in the reports!

We’re really pleased with the updates to InGenius Connector for MSCRM and thrilled to be showing at Dynamics 2012.  If you aren’t in Houston for the show, stop by our website for more information or get in touch for a free trial!

Give one of our AWARD WINNING InGenius Connector CRM integrations a try!  We offer free 15-day trials of our integration products and we are happy to walk you through the setup and installation process.  Thanks for the prize TMC Net!