Settings
Overview
Settings changes how Connect behaves for you only. Nothing here affects your colleagues, and nothing here changes your phone system configuration.
General
Open the matching record on a call, also called CRM Smart-Open, opens your CRM at the right page when you answer. Depending on what it can identify, that is the exact contact record, a search page where several people match, or a new contact form.
'Test Smart-Open' checks the setup without waiting for a real call.
Allow pop-ups
Smart-Open opens a new browser tab, so your browser must allow pop-ups for Connect. If nothing happens on an answered call, that is the first thing to check. See Troubleshooting.
Your administrator enables the CRM
The CRM itself is connected for the whole phone system by an administrator. See CRM Overview. Each person then chooses whether Smart-Open is on for them.
Appearance
| Setting | What it does |
|---|---|
| Text size | Adjusts text and spacing across the app, from small to extra large. |
| Enable floating contact cards | Clicking an avatar opens a contact card over the current view, in any area. |
| Keep the two pane layout on narrow windows | Holds the list and its detail side by side down to 600 pixels wide instead of switching between them. Applies to Chats, SMS, Contacts and People. Phones and very narrow windows still switch. |
Chat & SMS
| Setting | What it does |
|---|---|
| Always show full messages | Stops long messages being collapsed behind a Show more link. |
| Conversation view | Compact left aligns every message and lists chats by name only, so more fit on screen. Relaxed uses bubbles, right aligns your own messages like SMS, and previews the last message in the list. |
| Sort conversations by | Orders conversations within each date heading, in both Chats and SMS. Today and Yesterday stay where they are. |
Notifications
Connect needs your browser's permission before it can reach you while you are in another window. Choose 'Allow notifications' if you have not already.
Pause notifications silences sounds and banners for 30 minutes, an hour, until tomorrow, or until you turn them back on.
Alerts are set per area, and each can be Off, Sound, Banner, or Sound + banner. 'Test sound' plays the alert so you can check it is audible.
For channels, choose whether every message notifies you or only those that mention you. Any channel can override that in its own details.
Sign-in & security
Link a Google or Microsoft account to your extension to sign in with one click next time.
Disconnecting a provider stops future sign-ins with it but does not end sessions that are already running. You can always sign in with your extension password or a one-time code instead.
Advanced
Additional Smart-Open Parameters appends URL parameters when opening CRM pages. Use key=value, joined with an ampersand, for example id=123&name=abc.
Experimental features reveals work in progress. These can change, break or be removed at any time, so leave it off unless you have been asked to try something specific.
About
Shows your version, a link to the release notes, and an update check. If a newer build is available, 'Reload & Update' moves you onto it.