What it does

Velaro can show the incoming-call screen pop on every NetSuite page your agents have open, not only on the Screen Pop page or the dashboard portlet. When a call comes in, the agent sees the caller card wherever they are working in NetSuite, whether that is a customer record, a sales order or a report.

What you need

Install SuiteApp 1.2.0 or later. The Screen Pop page and the dashboard portlet keep working exactly as before, so you can turn this on without changing how anyone already uses them.

How to turn it on

Open Integrations, then NetSuite, and open the call pop setup wizard. On step 4, Pop style, tick "Show the screen pop on every NetSuite page" and choose Save pop style. Your other pop settings stay as they are.

To turn it off, clear the box and save again. Velaro keeps the previous setting so you can restore it from Previous versions.

Ask Moshky or use the tools

Moshky can preview and apply the change for you. Ask something like "show the screen pop on every NetSuite page". Moshky shows you the change first and saves only after you say yes. It can also put the earlier value back.

From the command line, run velaro netsuite screen-pop-every-page on, off or status. Velaro MCP offers the same through netsuite_screen_pop_every_page.

Good to know

The setting applies to your NetSuite connection only. Other call pop settings, such as pop style and which fields appear on the card, are not changed when you switch this on or off.