Admin User Functions
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      Configuring a Screen Pop URL

      The article will walkthrough the process of setting up a Screen Pop URL in the 1Stream integration.

      1Stream Level Feature Notice

      This feature is available for only View level 1Stream users and up. If you would like this feature to be available, then please reach out to your bvoip Sales Representative to upgrade user licensing. 

      What is a Screen Pop?

      A screen pop URL is a link that is setup in 1Stream that will link to other online dashboards. When a screen pop URL is created in 1Stream, it will be visible in the 1Stream dashboard for when a contact is matched to a call. 

      Direct integrations that currently are available for screen pop use are: 


      Halo ITGlue Service Tree
      Hudu ITPortal Passportal
      ITBoost Liongard Microsoft Sharepoint

      HaloPSA Screen Pop Notice:

      If setting up the Screen Pop URL for HaloPSA, please refer to the HaloPSA Screen Pop URL specific article.

      Additionally, custom screen pops can also be made to meet a specific need. 

      URL Editing Notice

      URLs can not be edited once created. In order to adjust the URL, delete the incorrectly created URL by clicking on the red X icon, and create the correct name by starting in step #2.

      Setting up a Screen Pop URL

      1. Log into the 1Stream Portal.
      2. Go to the Administration menu.
        CONNECTWISEINTEG8
      3. Choose the Manage Organization option. The page will refresh. 
      4. Scroll down to the Screen Pop URLs section.screenpop1
      5. Click on the green circled plus sign. The Add New Screen Pop URL pop-up will appear.
      6. In the Link Name field, type in the name of the link.screenpop2
      7. Click the Save button. The Edit Screen Pop URL pop-up will appear. screenpop4
      8. In the Link Type drop-down, choose the link that should be applied to the pop.
        screenpop3
      9. In the Screen Pop URL  Users section, select the users who will be able to use the Screen Pop URL in their 1Stream application.
      10. Click the Save button.

      Once saved, the Screen Pop URL will be created and appear in the list as shown with the test account below as well as in the 1Stream application for the selected users. 

      Custom URL

      When selecting the Custom option, the Link Template box will appear. A valid URL will be needed in the Link Template box. The Link Parameters available in the menu will provide additional queries to the end of the URL provided for the screen pop, but are not required. 

      Not Seeing the URL

      If you do not see that the URL is working after having been added, close and re-open the 1Stream application for the changes to take effect.

      Using a Screen Pop URL

      1. Login to the 1Stream Chrome Extension.
      2. Pull up a Contact by clicking on the contact name or it will automatically pull up if on a live call. 
      3. Click on the desired Screen Pop integration link.
      4. A new browser tab will open of the selected Screen Pop with the related information displayed automatically.

      Integration Login Notice

      Each user may be required to log into each integration for the information to be automatically displayed.