Creating a Custom URL

To create a search field
  1. In YourSite Explorer, under Enterprise, click Proserv Plugins.
  2. Click Microsoft CRM.
  3. Click the Custom URLs tab.
  4. In the Name text box enter a unique name for the URL.
  5. In the URL text box, enter a URL that you wish to launch (Example: http://Example.com).
    Note:

    You can pass some parameters to this URL by specifying the following variables: {0} will pass the screen pop variable you used to search (ANI or Collected Digits, {1} will pass the entity id of a found entity (this will only pass a value if one entity is found).

    An example URL with parameters is as follows: http://Example.com?phone={0}&foundentity={1}

  6. Click Submit.