AuditCase  CRM Integration

AuditCase CRM Integration

AuditCase centralizes and integrates everything in one secure environment.

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System Characteristics

Application Information:

Manufacturer: Change To Comm
Application: AuditCase
Market: Finance/Insurance

Other Information:

Operating System: Windows
Installation Options: Mandatory remote installation required.
Product: Go Integrator sipdesk

Integration Type

Client Add-in

Add-in Classification

Controlled

Product/License Type

Unite

Supported Features (related to latest supported release)
Address book search
Caller details preview
Manual screen pop:
Click to dial via Sipdesk Integrator:
Cached Mode:
Click to dial via Go Integrator:
Manual screen pop:
Manual call activity logging:
Add contact:
Click to dial via business application:

Notes / Advisories

Please note, searching via address book is possible using a full telephone number only.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

References

  1. AuditCase (Product Website)

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