Setting screen pop up for AMS360, QQCatalyst, Agency Matrix, and EZLynx NOTE: this is a POP UP so you must enable pop ups and redirects in YOUR browser to allow HTTPS://YOUR.BRIDGE.INSURE or this will never work for you. Consult your IT for help.
1. Launch Dave
2. Go to Tools
3. Go to Preferences
4. Go to Modules
5. Click on Call Popup
6. Decide if call should pop up on ringing or on answering and click that TAB in the middle of the
preferences screen
7. Paste the URL for your management system from above into the URL box under the TAB you wish to activate
8. Select options for activating screen pop on inbound, outbound, or both types of calls
9. If you wish to set the screen pop for Call Finished, click that TAB and paste the URL from the option
B into the URL area
10. Select options for activating screen pop on inbound, outbound, or both types of calls
11. Click OK button to save
NOTE:
TO TEMPORARILY TURN THE SCREEN POP OFF FOLLOW STEPS 1 THROUGH 5 AND SELECT THE CHECKBOX
NEXT TO “SILENT MODE” CLICK OK.
AMS360 and QQCatalyst
A) USE THIS FOR STARTED OR ANSWERED:
https://api4.bridge.insure/screenpop?callerid=%callerid%
B) USE THIS FOR CALL FINISHED
https://api4.bridge.insure/autocallexport?callerid=%callerid%&callerid_name=%callerid_name%&ext=%
ext%&duration=%duration%&direction=%direction%&did=%did%
EZLynx use the following URL for your screen pop.
A) https://app.ezlynx.com/applicantportal/Search/Index?searchPhrase=%callerid%
Agency Matrix
https://agents.agencymatrix.com/customer/search/phone/%callerid%
Agency Zoom
https://app.agencyzoom.com/customers?status=-1&fullName=%callerid%
Watch the video for a step by step