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Knowledge Base - Bubble365 iFrame

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General Authentication Compatibility Get started SearchBar Pop-up notification Multi-result Call control Call waiting Call history Call logging Activity Hub Outbound dialing Settings

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This article is providing information to users of our software. Information that contains things like, how to install our software, how to use certain options and more. If you want to read this article, you will have to log in with your Red Cactus account.

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On the home screen of the Bubble365 App, you'll find the SearchBar. This feature provides you with a convenient tool that allows you to quickly search for contact information from connected sources. T...

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During an incoming or outgoing call, all relevant customer data from your CRM is displayed immediately. The overview that appears is fully customizable (see "Configuration") and allows you to perform...

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If multiple results are found on the caller's phone number, you can use the arrow buttons (below the action buttons) to click through to the next result found. If you want to influence which contact i...

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Full call control is available in the Bubble365 App (provided your telephony platform supports it), so you can control your desktop phone, softphone or other device directly from this app. The followi...

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If you are also offered other calls during a phone call, those calls appear at the bottom of the pop-up notification and you can easily switch based on a mouse click. Note: The images provide a gene...

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Through the call history, you get an overview of your completed phone calls. If desired, you can reopen a pop-up notification by clicking on it, allowing you to perform various actions. Note: The im...

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From the pop-up notification, you can directly write a call note, which - if supported by your CRM - is automatically saved under the appropriate relation after the call. No call note required? Then,...

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Want to start an outgoing call by dialing a phone number? Simply type the number in the SearchBar’s search field, and the call button will appear automatically. Note: The images provide a general im...

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Note: Each Bubble365 app may include additional settings that are specific to the application where Bubble365 is integrated. These extra settings are detailed in the configuration guide for the respec...

Knowledge Base - Bubble365 iFrame

Knowledge Base

Contents:

Bubble365 iFrame Overview

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Contents:

Single Sign-On (SSO)

Username and Password

Multi-Factor Authentication (MFA)

QR Login

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Contents:

Bubble Desktop or Bubble Cloud

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Contents:

Customized Bubble365 iFrame

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Contents:

Enabling or Disabling the Activity Hub

Call logging

Automatic matching

Delay timer

Automatically or manually clearing activities

Real-time search

Manage your Activity Hub email notifications

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