In our business we manage accounts from different clients, and the agents need to know some vital information about the calling party before answer the call.
We want to know if there is a possibility to program a scritp to display some information through CAD, get it from some database or CRM.
Yes, look into setting up a CAD workflow.
I will going to do a lab, in order to test that kind of workflow.
did you know about a document where this is explained?
or the admin guide of your CAD version is pretty well detailed to accomplish what you want to do.
thank you very much for your help, appreciated.