Additional configuration CRM Service for Bullhorn

Below the optional configuration you can do to the CRM Service for Bullhorn.

PluginSettings

1. Open the UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location. Config page on SharePoint

2. Open the Plugin Settings list

3. The following optional settings can be added:

search/ClientContact?BhRestToken={0}&fields={1}&query={2}&count=100

search/Candidate?BhRestToken={0}&fields={1}&query={2}&count=100

/oauth/authorize?client_id={0}&username={1}&password={2}&response_type=code&action=Login

/oauth/token?{0}

/rest-services/login?access_token={0}&version=*

search/JobOrder?BhRestToken={0}&fields={1}&query={2}&count=100

search/JobSubmission?BhRestToken={0}&fields={1}&query={2}&count=100

clientContact.id:{0}

candidate.id:{0}

Active=Open
Resolved=Closed
Canceled=Closed
In Progress=Open
On Hold=Open
Waiting for Details=Open
Researching=Open
Problem Solved=Closed

For the mandatory Settings see Add PluginSettings

PluginAttributes

This list contains the items which are shown to the user in the WebAgent and ID’s used to identity unique entities. All items are grouped by the Category.

The PluginAttributes list contains the following columns:

It is possible to combine the values of several properties, for instance when a name is split up in multiple properties, e.g. a FirstName and LastName column. In this case both properties should have the same DisplayName and they should appear after each other in Order, e.g. 1 and 2.

Contact

The items in this category are the properties shown of a single contact. It supports the following field types:

ContactSearch

This category is used to display a summary of the contact and used for searching contacts. All properties which should be searchable, must have the Search field type. The column containing the values to verify the identity of the caller, e.g. a zip code, must have the field type Verify.

Lead and LeadSearch

See Contact with regards to Lead and ContactSearch for LeadSearch.

Case

The DisplayNames in this category are fixed. The following items are supported:

It is also possible to add a ID field type to an ID item or any of the other items. The ID field type in combination with a URL in the Hyperlink column will be shown as a CRM link for each case.

CaseSearch

These must have the same items as the Case category. The difference here is that items may have the Search field type.

Predefined PluginAttributes

Case

Contact

Contact Search

Category Contact is used to map fields from the Bullhorn record. Category ContactSearch is used to define which fields will be used in a search.

Lead

LeadSearch

Category Lead is used to map fields from the Bullhorn record. Category LeadSearch is used to define which fields will be used in a search.

Submission

SubmissionSearch