Screen-pops
Specific Case Screen-pop
To bring up a Case Summary screen you would need to pass SmartAdvocate Case Id in the URL.
http(s)://[SmartAdvocate Server]/SA/CaseSummary.aspx?CaseID=[SmartAdvocate Case Id]
The following URL is an example: https://app.smartadvocate.com/SA/CaseSummary.aspx?CaseID=123456
app.smartadvocate.com is the address of the client’s server. It will be different for on-premise (server) SmartAdvocate installations. 123456 is the case id.
Phone Number Based Screen-pop
To create a screen-pop based on the caller’s phone number without looking-up the case first you can pass just the phone number (ANI).
http://[SmartAdvocate Server]/SA/TopSearchResults.aspx?strOCA=2&strColumnName=Phone&strPhone=[Phone Number]&strPosition=1
The following URL is an example: https://app.smartadvocate.com/SA/TopSearchResults.aspx?strOCA=2&strColumnName=Phone&strPhone=5165551234&strPosition=1
app.smartadvocate.com is the address of the client’s server. It will be different for on-premise (server) SmartAdvocate installations. 5165551234 is the caller’s phone number.
If there is a single case match the Case Summary page for that case will be automatically shown. If there are multiple matches (multiple cases associated with the caller) the search results pages showing all matching cases will be displayed.
Phone Number Based Screen-pop with App Support
In order to support SmartAdvocate phone App the constructed URL can be passed as a returnurl parameter to https://app.smartadvocate.com/RedirectApp/rd.aspx
This way if the link is opened on a phone SA App will be launched (and perform the search), if the link is opened on a computer the browser will be redirected to the URL passed in the returnurl parameter.
The following URL is an example: https://app.smartadvocate.com/RedirectApp/rd.aspx?returnurl=https%3A%2F%2Fapp.smartadvocate.com%2FSA%2FTopSearchResults.aspx%3FstrOCA%3D2%26strColumnName%3DPhone%26strKeyword%3D5165551234%26strPosition%3D1
Phone Number Based Screen-pop with New Client Detection
To create a screen-pop that will open Case Wizard in case the caller’s phone in not in the system you can use ScreenPop.aspx and pass the caller’s phone number (ANI). You can also pass the dialed number (DNIS).
http://[SmartAdvocate Server]/SA/ScreenPop.aspx?OriginatingPhone=[ANI]&DialedNumber=[DNIS]
The following URL is an example: https://app.smartadvocate.com/SA/ScreenPop.aspx?OriginatingPhone=5167707406&DialedNumber=8774387626
app.smartadvocate.com is the address of the client’s server. It will be different for on-premise (server) SmartAdvocate installations. 5167707406 is the caller’s phone number and 8774387626 is the dialed number.
If the caller's phone number is present in the system the result will be the same as regular Phone Number Based Screen-pop. In case the caller’s phone in not in the system the Case Wizard screen will be opened. Originating phone number will be automatically populated and Dialed number will be used to pick the Advertisement Source.
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.