Primary/In-Focus Tabs

Multi-Tab Support #

~.UcClient.~ CRM will be accessible in all CRM tabs you have open so that there is easy access to all the telephony feature.

Primary & In-Focus Tabs #

The mode of operation differs slightly depending on whether the tab is classed as the Primary tab or not.

~.UcClient.~ CRM on different tabs will communicate between themselves to negotiate which one is the primary one. Effectively, when a new tab load or a tab comes into focus, it will attempt to make itself the primary tab.

This attempt will only fail if there is already a call in progress.

The in-focus tab will usually be the primary tab unless the tab has been switched during an active call.

The section below explain how being primary or in-focus have an affect on some of the application's features.

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If all tabs are minimised, no tab will be classed as in-focus.
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If CRM tabs are opened in separate browser instances, ~.UcClient.~ CRM plugins cannot communicate. this will result in multiple Primary tabs which could cause duplicate call logs to be created.

Contact Matching #

When a call is presented, all tabs will show matching contacts. If multiple matches are found, when a specific match is selected on one tab, the other tabs will automatically update to show the correct match.

Screen Popping #

Manual screen popping is available on all tabs. However, automatic screen popping will only occur on tabs which are in-focus.

This is to stop every tab popping the same record and the user losing links to contacts which they are working on.

Activity Creation #

If configured to automatically create call log entries, this will only happen on the primary tab. This ensures that only one call log is created per call.

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If CRM tabs are opened in different browser instances, it is possible to have multiple primary tabs and duplicate call logs.

Softphone Mode #

If running in softphone mode, calls (audio interaction) are always placed/answered from the primary tab. Once a call is in progress, it can be controlled from any of the tabs available.