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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

    DialSource Denali or Classic for Salesforce (Classic Interface) DialSource Denali for Salesforce Lightning Denali for Microsoft Dynamics (Windows Platform) Denali for Microsoft Dynamics (Mac App)  ...

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    Ray Su created an article,

    Locating the Call Recording

    " Where do I find my call recording? " Did you disposition the call? Verify that the call was dispositioned on the record. Otherwise, the call recording will not be saved on the record. To find ca...

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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,

    Callbacks are not working

    " I called a record through DialSource but when the record called back, the call did not route to my callback number. " [Classic only] Is the caller ID set in your Call List the same phone number ...

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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? " [Denali only] Were you on a Salesforce page with the Denali Control Panel open? Make sure to have a Salesforce tab with the ...

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    Ray Su created an article,

    Unable to disposition the inbound call

    "Why can’t I select a disposition after an inbound call?" [Denali only] Did you link the inbound phone call to the Salesforce record? Make sure you click on the Chain icon to link the inbound ph...