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xCALLY Shuttle provides a seamless CTI integration with Salesforce, customer relationship management (CRM) system. The integration works on Salesforce Enterprice, Ultimated or Performance.

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Info
1. Go under Build -> Activities -> Task Fields
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2. Select Type

3. Select View Field Accessibility

4. Check if the Field Access is editable for the level of the user that you inserted in xCALLY Shuttle. If it is Hidden, please click on it.
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5. Set Field-Level Security as Visible
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3. You should use one of this recommended browsers and enable popups:

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  • Chrome 36.0.1985.125 (no HTTPS)
  • Chromium 34.0.1847.116
  • Opera 12.16 build 1860
 

Check carefully to have enabled popups!

If you use Chrome/Chromium and Opera, you have to enable the popups, providing the xCally Shuttle Address.
Chrome/Chromium: https://support.google.com/chrome/answer/95472?hl=en
Opera: Settings > Site Preferences - Exceptions - Pop-up Section where you can add the IP address

How it works*

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*from version 2.4.26

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