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Disabling the Communications Toolbar in a Browser SessionIf you are using multiple browser sessions in CRM On Demand to talk simultaneously to a customer and add details to a form, such as a Service Request, you can disable Communications Tools in one CRM On Demand browser session. This feature allows you to save the details that you are entering in the form. In the second CRM On Demand browser session, you can use Communications Tools to manage customer communications. NOTE: The disabled Communication Tools remain disabled in the browser session until you sign out and then sign in again to CRM On Demand. It is not necessary to close the browser window. To disable Communications Toolbar in browser session 1
NOTE: If you disable the Communications Toolbar, you cannot use the Discard, Wrapup, Reassign and Open Email buttons, or CCOD Attachments from the browser session. You can sign in again to CRM On Demand to enable the Communications Toolbar. | ||
Published 05/11/2007 |