Overview

Client macros enable a custom VBScript macro to be assigned to a User that will be triggered on a specific call event or manually by the User. For example, to screen pop a CRM application with the customer record when the Phone Manager user answers the call. 

Users who have Enable Application Support can run macros that have been assigned to them and can set the rules for when a macro would "fire". Users who have the Enable Macro Editing option set on their Client Profiles are able to create and edit macros from Phone Manager.

This means that they have the Phone Manager client Macro option visible in the Settings area in Phone Manager and can create and publish macros to the server. Once a macro has been published by a Phone Manager user it is visible on the server and it can then be assigned to those users who have the Enable Application Support option assigned to their Client Profiles.

Assigning Macro Users

To assign or remove a macro to a User:

1. Access the '' -> Features -> Phone Manager Desktop -> Macros section
2. Select the published macro and click on Edit.
3. To assign a macro click on Add to search for Users to assign.
4. To remove a User from a macro assignment select the existing User and click Remove.