Automatic raising of the client’s card in the "1C:Підприємство" integration module with virtual ATC (with http service)
Автоматическое открытие карточки клиента при входящем звонке (до снятия трубки телефона);
Загрузка звонков в реальном времени при завершении звонка на виртуальной АТС;
Синхронизированное открытие документа "Событие" у одного сотрудника и закрытие документа у другого сотрудника при переводе звонка.
IndustryATP, transport managementProductionPrinting housesWholesaleMedical clinics, medical institutionsRent of equipment for rentService station, car service, sale of spare parts and carsOnline storeTourism CategoryCommon formsControlled forms TypeManagement Accounting CofigurationsTrade managementManufacturing enterprise managementTrade Management, edition 2.3BAS Trade Management, редакція 3.2Management of a small companyAccounting for Ukraine, edition 2.0СRМ 1.4 from RarusСRМ 2.0 from RarusERP: Enterprise Management, edition 2.0СRМ 2.0 from "1C:Підприємство"Accounting for Russia and Kazakhstan, edition 3.0Accounting for Ukraine, edition 1.2BAS Integrated enterprise managementTrade Management, edition 10.3Trade Management for Russia, edition 11
Automatic raising of a customer card in the integration module "1C:Підприємство" with virtual ATC (via http-service)
Automatically open a customer card with an incoming call (before picking up the phone);
Download real-time calls at the end of a call on a virtual АТС;
Synchronized opening of the Event document for one employee and closing of the document for another employee when transferring a call.
Key steps for organizing this process.
An HTTP service is added to the "1C:Підприємство" configuration.
Installing a web server.
WinSocket or WebSocket services configured.
The HTTP service is published on the web server and its address is transmitted in support of the virtual ATC.
Our DLL component is installed to organize the interaction between the "Server "1C:Підприємство"" on the "Client "1C:Підприємство"".
How does the virtual ATC and the accounting database interact "1С:Підприємство":
An incoming phone call arrives at the virtual ATC.
A virtual ATC notifies our HTTP service, which is located on the "Server "1C:Підприємство"" side.
Our DLL component transfers the information about the incoming call received from the virtual ATC to a specific client workstation "1C:Підприємство" (the component transfers information from the "Server "1C:Підприємство"" to the "Client "1C:Підприємство"", where the corresponding internal phone number of the user).
On the "Client "1C:Підприємство"", a specific user, the procedure for automatically opening the client card or the document "Phone call" is triggered (depending on the user's settings).
Another variant of the description of "How it works":
The Webhook received from the Cloud Telephony Server by the "1C:Підприємство" server via an HTTP service is sent (the body of the HTTP request) to the WinSocket server service (or WebSocket), which sends this message to all "1C:Підприємство" clients connected to it, which connected using an external component. The result of processing this message may be, for example, opening/closing a call document form.
Schematic representation of the organization of interactions of the virtual ATC and the accounting base "1С:Підприємство":
Why is it necessary to use an external component to solve this problem
Since on the server side “1C:Підприємство” we cannot control processes on the client side (for example: open the document form with an arbitrary active user “1C:Підприємство”) our DLL component is used for these purposes.
DLL component consists of:
the server part, the diagram shows how the "Server Service WinSocket" (".dll", is installed and registered on the server by the administrator);
the client part, installed in the form of a layout in the configuration "1C:Підприємство", is shown on the diagram as the "External component" in the block "1C:Підприємство".
To publish the HTTP service, the Apache or IIS Web server is used.
Duration of organization of automatic raising of a customer card: 1 week.
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I would also like to thank nct.ua for the implementation of the "LEADS" module, now it’s more convenient to work with clients, managers always "remember" on what issue a person called until he became our client.