Creating a search mask

To create a search mask
  1. In YourSite Explorer, under Enterprise, click Proserv Plugins.
  2. Click Microsoft CRM.
  3. Click the Search Masks tab.
  4. In the Pattern text box, enter number signs (#) to type the pattern of the phone number configured in your CRM database that you will use to display screen pops.

    For example, if the phone numbers configured in your CRM database follow the patterns 1234567 and (123)456-7890, you would create two search masks: ####### and (###)###-####.

  5. If you want the search mask to be active so screen pops will immediately display based on the search mask, select the Enabled check box.

    If the search mask is not enabled, screen pops will not display based on the configured search mask pattern.

  6. Click Insert.
Parent topic: Creating and editing search masks