Enable entities in WebAgent for Bullhorn
Note
Introduced in DC2023.02
Introduction
By default, this integration utilizes the following entities of Bullhorn, which includes:
- Contact
- Candidate
- Lead
However, we understand that not all organizations use or want to use all of these entities.
In this article, we'll show you how to hide specific entities through a URL parameter, giving you more control over which entities are visible in your integration. This can help streamline your workflow and ensure that you're only seeing the information that's relevant to your organization.
Prerequisites
-
Bundle DC2023.02 or higher
How to use
To hide specific entities in your integration, add the "enable-entity" parameter to the WebAgent URL in the CRM Customer Relationship Management, or CRM, is (usually) a software-based, data management method to deal with interactions with customers and potential customers. configuration.
Important
Use the URL defined in the CTI configuration manual.
If your CTI URL already contains a URL parameter, append "&enable-entities=" to the end of the URL.
Below are examples for specific cases:
Below are some examples for specific cases.
-
Example of using only contacts
-
Example of using contacts and leads
-
Example of using all entities
By customizing your integration with the "enable-entity" parameter, you can tailor your CTI entities to your organization's needs and improve your workflow efficiency.