Display contact information with CM module and CallySquare

This section shows how to use CM module, Cally Square and Motion Phonebar Popup together.

Just follow the next steps:

Step1: Add contacts information in the Contacts Manager

Please refer to the Contact Manager guide for contacts and lists creation.

Step 2: Set up the Cally Square project:

• Add variables: Open a new Cally Square project, go to the menu file→variable and add the two variables:

DBRESULT: where we'll save the query result array

CALLERID(name): to replace the default caller name with the contact name

like in the following example:

• Design the IVR

like in the following example:

• Configure the Blocks:

• • Edit DATABASE

and insert in the Query the following code block:

SELECT firstname,lastname from cm_contacts WHERE phone="{CALLERID(num)}" OR mobile="{CALLERID(num)}" order by id desc LIMIT 1

The query will search the Caller Number into the cm_contacts table in both fields "phone" and "mobile". If multiple records are found, the query returns the last inserted contact.

• • GOTOIF

Using the database block built-in variable, we check the query result. If no contact is found, the Caller Name is sent to Motion Phonebar as the default.

• • SET

If the contact name is found, the Caller Name variable is replaced with the value "FirstName LastName"

Step 3: Configure the Motion Phonebar Popup and the trigger

• Popup template

The following screenshot shows an example of a template used to show information about the call and the caller:

(see here for more information about Popup creation)

• Trigger

The following example is a trigger used to show information template: