Settings

In addition to the Salesforce settings, the Phone Manager has its own settings for controlling the Screen Pop and Task Creation features.

To access the settings, click the settings icon to the right of the dial button at the top of the Phone Manager form:

The following settings are available to select:

Screen Pop Mode

Setting	Description
Manual	Matching records will only be popped when the user requests it by pressing the 'Screen Pop' button
Call Ringing	A matching record will be automatically popped when a call starts ringing
Call Answered	A matching record will be automatically popped when a call is answered

Note

To enable/disable popping of incoming or outgoing calls, change the Salesforce settings.

Auto Task Creation

Setting	Description
Disabled	Tasks are not automatically created
Enabled	Tasks are automatically added to contacts when a call ends

Refer to the Task Creation section for more information.