Call Banner profiles control the look and feel of Phone Manager Desktop's call banner (which is a toaster popup). This is displayed when calls are received/made at the extension associated to the Phone Manager client. The objective is to better inform a user about the nature of the call they are receiving and display customer data when the call rings, without taking PC focus away from the application the user is running.
Each banner profile is a combination of the following:
Each banner profile can be used to change one or more of the following call banner properties:
Each call banner can contain up to 10 fields of information. To change the fields displayed using a profile, check the 'Set fields' box and then use the plus icon () to add the required fields.
To help the user identify specific types of call, the text and/or color of the call banner's title bar can be modified. To change either of these properties, check the 'Set title bar text' or 'Set title bar color' options and then enter the required information.
The header text is the main piece of information on the call banner. This displays either the telephone number of the call or the contact name if there is a match. the profile can be used to alter the color the header text is displayed in if required.
The conditions configured against a call banner profile control when the profile is applied to a call banner.
The conditions that can be applied to a profile can be simple or complex to meet requirements. Any number of individual conditions can be grouped together and applied using 'All/None/Any' operators.
Each condition added to a profile's conditions has three constituent parts:
Each of these values can be changed by left-clicking on them with the mouse and then selecting a value from the context menu that appears.
The table below outlines the comparison types available and gives examples of how to use each one.
Comparison Type | Description | Example |
---|---|---|
= | Equals | DID = 01617864350 |
≠ |
Not Equals | DID ≠ 01617864350 |
< | Less Than | Account Code < 20 |
> | Greater Than | Account Code > 19 |
like | Like | DID Like 0161 |
≤ |
Less than or equal | Account Code ≤ 19 |
≥ |
Greater than or equal | Account Code ≥ 20 |
in | In, used for matching multiple items | DID in 01617864350,01617864351,01617864352 |
notin | Not In, used to negatively match against multiple items | DID notin 01617864350,01617864351,01617864352 |
Multiple conditions can be added to a single profile to ensure that it only gets applied based on specific scenarios. This can be useful if multiple call data fields need to be searched or if multiple values with in a single call data field need to be matched.
Each condition added can be grouped together with and operator of Any, All or None.
The image below shows an example of how multiple conditions can be grouped together. In the example, the call banner profile will only be applied if the call direction is inbound, and the account equals either 123 or 456.
Note how the operator on the group containing the account code conditions has been changed to 'Any' which means the account code can be either 123 or 456. Similarly, note how the parent group's condition is set to 'All' which means both the account code group and the call direction group must be valid.
Groups can be added/edited and operators can be changed by left-clicking on the with the mouse and selecting the relevant option from the context menu that appears.
To help create complicated conditions, they can be dragged and dropped between groups using the mouse.
For an example of how to configure call banner profiles see:
When evaluating which call banner profiles to apply, multiple profiles may get a valid match against a call' data fields. When this happens the priority of the call banner profile comes into play. The properties of each matching call banner profile will be merged together and when two or more profiles are set to change the same property, the one with the highest priority wins.
For example, if a call gets a match on two profiles and they are both configured to change the title bar color, the color used will be that if the call banner profile with the highest priority (priority 1 overrides priority 5). If how ever one profile is set to change the title bar color and the other changes the title bar text, both changes will take effect.
The properties of the default call banner profile will be applied to all calls. If there are no other profile matches for a call or if the other matches don't change some of the properties available, the properties configured against the default profile will take effect.