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

MotionBar CTI

Please refer to the Motion Phonebar Popup guide to properly setup the html template 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:

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