Preview window

The Preview window presents an unobtrusive pop-up notification and information summary when a call is made or received. It also offers actions such as open contact data or write to activity log, depending on user and integration configuration:

The Preview window is hidden after 10 seconds by default (this can be changed in Configuration > Interface). Hover the mouse over the Unite for Teams status indicator icon to display the Preview window again.

Positioning

The Preview window can be re-positioned to snap to any quarter of the screen.

Drag the Preview window by the header and drop into the desired quadrant:

*Note: The Preview window will snap to a fixed position in one quarter of the screen.

Preview information

The Preview window can display contact name, company name, telephone number and location (if available) along with additional notes, all retrieved from any integrated address book or business CRM integration.

The Preview window provides both call control action buttons as well as contact or CRM integration action buttons.

Actions

The following actions and controls are available from the Preview window when a call is in progress, depending on the address book or business CRM integrations available:

	Add Contact	Add the caller to an integrated CRM business application
	Open/Pop Contact	Open the full contact details within an integrated CRM business application. The icon shown will relate to the CRM application (e.g. Google, Salesforce).
	Create and Show Call Task	Creates and opens a call activity (call log) in an integrated CRM business application. The icon shown will relate to the CRM application (e.g. Salesforce, Dynamics) and also the type of entry: Contact, Account or Lead.

Note: The hold button is not utilized for transferring calls.

Add Contact

When the call Preview window displays a call that is not yet found in any integrated address book (or is found in some but not all integrated address books) the Add Contact icon is displayed. This offers a quick method to insert the contact details into multiple locations.

Entry not found in any address book:

Entry found in all address books except Salesforce:

Select which integrated address book "Type" to add the contact into and either "Save" or "Save and Edit" to also open the contact within the selected address book. The stored details are then used to add to the next selected address book "Type" to quickly duplicate the contact record into multiple locations.

Multiple Calls

When multiple parties or calls are in progress, the Preview window will "stack" each call with the currently active call initially at the front:

Clicking on the window header will bring an inactive Preview window to the front and into view.

Note: Selecting another Preview window does not affect the connected call status.

Close Window

Select "x" to close the Preview window:

Note: Closing the Preview window does not end the call