# Popup Configuration

Creation and management of TeamsPhone Plugin popup configurations: displayed fields, quick actions, and role assignment.

# Where to Find It

Popup configuration management is available in vtenext **Settings**. Search for **Teams Popup Configurations** in the Settings search bar.

[![Teams Popup Configurations](https://manual.vtenext.ch/uploads/images/gallery/2026-07/scaled-1680-/j8VXZvACLueMZ5Gu-image-1783678410190.png)](https://manual.vtenext.ch/uploads/images/gallery/2026-07/j8VXZvACLueMZ5Gu-image-1783678410190.png)

The list shows the configuration number, role visibility, and assigned user. From this page, administrators can create, edit, or delete configurations. Each configuration is independent and can be designed for a specific role.

# Create a New Configuration

Click **+ Create** on the Popup Configurations page. The form contains four sections:

- **Teams Popup Configuration Information:** automatically generated configuration number, assigned user, active status, and one or more visible roles.
- **Teams Popup Field Configuration:** CRM modules and fields displayed in the popup.
- **Teams Mention Configuration:** secondary searches in linked modules.
- **Descriptive Information:** an internal description that is not shown to operators.

Rows can be added, reordered, or removed. Save the configuration with **Save** or leave without saving with **Cancel**.

> Quick-action buttons cannot be configured during initial creation. They become available on the configuration detail page after the record has been saved.

# Configuration Detail Page

Open an existing configuration to view its detail page.

[![Configuration detail page](https://manual.vtenext.ch/uploads/images/gallery/2026-07/scaled-1680-/yRM9H2RKvohfCzy1-image-1783680761189.JPG)](https://manual.vtenext.ch/uploads/images/gallery/2026-07/yRM9H2RKvohfCzy1-image-1783680761189.JPG)

**Button Configuration** displays the quick-action buttons shown during calls. Click **Add Button** to define its title, colour, icon, and action, such as opening an existing record or creating a related record.

[![Quick action button configuration](https://manual.vtenext.ch/uploads/images/gallery/2026-07/scaled-1680-/4ZySr3PRRliuSyEA-image-1783681946157.png)](https://manual.vtenext.ch/uploads/images/gallery/2026-07/4ZySr3PRRliuSyEA-image-1783681946157.png)

Buttons can be reordered by dragging them. Click an existing button to edit or delete it.

The page also summarises role visibility, active status, assigned user, popup fields, linked-module mentions, and the internal description.

# Edit a Configuration

Open the configuration detail page and click **Edit**.

The edit form contains the same sections as the creation form, pre-filled with the current values. You can change the assigned user, active status, role visibility, popup modules and fields, linked-module mentions, and internal description. The configuration number cannot be changed.

Use **Save** to confirm the changes or **Cancel** to return without saving.