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Ray Su

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Latest activity by Ray Su
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    Ray Su created an article,

    7/12/18 - Salesforce Performance Issue Affecting DialSource Functionality

    UPDATE: Salesforce has announced their "Insufficient Privileges" issue has been resolved as of July 12th 4:08 pm PDT. As a result, DialSource should also be up and running normally. ______________...

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    Ray Su created an article,

    Denali System Status: June 8th, 2018

    Good morning, DS Users. We are currently investigating some reports of slowness at the moment. Nothing further to report yet, but we'll keep this post updated with the current status and updates.  ...

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    Ray Su created an article,

    Clickjack Protection Conflict: Inability to Fully Display Denali Dialer Properly

    If you find that the Denali dialer not loading fully, it is possible you may have a specific Salesforce Security setting enabled which is preventing the dialer from displaying. The specific scenari...

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    Ray Su created an article,

    Using Denali for Dynamics with KORE

    Although DialSource Denali can Click-to-Dial any record with a valid phone number listed, clients with KORE integrated into Dynamics will need to follow specific steps to place and log calls with D...

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    Ray Su created an article,

    Checking your DialSource Version - Salesforce

    There will be occasions where you will want to look up the version of DialSource installed for your Organization. Such an example is when a new release or update is announced, but you may have miss...

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    Ray Su created an article,

    Locating the Call Recording

    In Standard Package locate the task associated with the call and in Denali Call Info section click on Play Recording. In Enterprise Package locate the DSA and in Call Information section click on ...

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    Ray Su created an article,

    Disposition unable to update fields on record

    " I’ve dispositioned a record, but not all my designated fields are being updated. " Do you have the Edit Object permission on the record? You must have the Edit Object permission in your Salesfor...

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    Ray Su created an article,

    Unable to receive inbound calls while connected to the dialer

    " Why can’t I receive inbound calls while I’m connected to DialSource? " Were you logged into your CRM with the Denali Panel open? Make sure to have a tab with the Denali Panel open. Otherwise, you...

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    Ray Su created an article,

    Unable to disposition the call

    Has the call been linked to your CRM record? Make sure you click on the chain icon to link the phone call to your CRM record. Otherwise, the Dispositions will be unavailable for agent. Keep in mind...

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    Ray Su created an article,

    DialSource unable to call record on the Call List / Campaign

      " I am in a Call List/Campaign but the record presented isn’t being dialed. " [Classic only] Is your record being served via RTPQ (Real Time Priority Queue)? Records that are presented with RTPQ...