This guide will explain how to trigger a popup of the Customer Card when answering a call.
Go to Tools -> Triggers:
Add a new trigger by clicking the + in the bottom right corner. Then name the trigger and click Status to activate the trigger. Click Add trigger:
Click the three dots on the right and Edit trigger:
Go to Conditions & Actions and click the + under "Meet all these conditions":
Choose the following:
Field = Queue
Operator = Equals
Queue = Your chosen queue
Then click Add Condition:
Click the + under "Meet all these conditions" again and choose the following:
Field = Call Status
Operator = Equals
Value = Answer
Then click Add condition:
Scroll down to Actions and click the +:
Fill in the following:
Action = Contacts Manager
List = Your chosen contact list (this is the list the contacts will be added to)
Search fields = e.g. Phone
Create contact automatically = Yes
Autocreate field = e.g. Phone
Ignore dialer conact Id = Yes or No
Then click Add Action:
Click Save: