Inter-Tel Contact Center Suite User Manual page 39

Example: Adding a Rule for Screen Popping
In the following example you will create a rule that screen pops a GoldMine database when
you answer inbound calls with Caller ID, whether or not the contact is contained in the
database.
1. From the Rule Manager, click Add. The Add Rule screen is displayed.
2. On the General tab, type Pop GoldMine in the rule name text box.
3. From the drop-down list, select Fire when call / e-mail answered for the rule type.
4. Select the following parameters:
•
Direction: Inbound
•
Call Type: All calls
•
Caller ID: Caller ID received
•
Caller Identified: Identity ignored
5. On the Action tab, click Add and then select Screen pop GoldMine from the drop-
down list.
6. On the configuration dialog box, leave the default name that CallViewer
automatically inserts.
7. Click the [...] button next to the Database Path field, navigate to the database file
location, select it and then click Open.
8. If you need a username and password to open the GoldMine database, type them in
the text boxes provided. You can leave these fields blank if you do not need them
for GoldMine.
9. From the search extent drop-down, select Search everything to search all phone
fields using all number formats.
10. Click OK to finish the Ready To Go configuration.
11. Click OK to finish the rule.
Contact Center Suite User Guide
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