LineView IM shows the same inbound caller ID the desk phone already shows: the calling name and number, on the computer beside that phone. It does not collect a new caller ID feed. Each PC can show that display for the whole office, only for that person's calls, or not at all.
A plug-in adds a button on that caller ID card when the calling number matches a record in the system you connect. The button's text is the label from that system, which can be a person or account name your phone's caller ID does not show. Cool Telecom keeps, for your office only, a phone index: the phone number, a display label, and a record reference. The label is whatever the connector stores. LineView does not download the vendor's software onto your PCs, and it does not store the vendor's passwords or API secrets on those PCs.
When a call rings, LineView sends the caller ID digits to Cool Telecom. Cool Telecom answers from that office index. It does not call the vendor at ring time. Anyone whose LineView is set to see that call can see the button, including the name on it. LineView does not limit plug-in buttons by job role.
The vendor is contacted only when someone clicks the button. Cool Telecom then asks the vendor for a web address and opens it in the PC's normal browser. What that person can see after that depends on who is signed into the vendor in that browser, not on the LineView sign-in. LineView does not keep a copy of that web address.
You may enable one store plug-in at a time. Enabling a different one turns the current one off and deletes that office's phone index and stored connection secrets. Disabling a plug-in does the same. It does not clear browser history, and it does not clear the separate Phone list on each PC.
Phone list is optional and stays on each computer. Names, numbers, and web addresses you type there are stored on that PC. They are not part of the Cool Telecom plug-in index, and turning a plug-in off does not delete them.
If you connect a system that holds patient or customer information, you are responsible for whether that use is allowed under your policies and under HIPAA, including who in the office should see caller labels, what may be typed into Phone list, and whether a business associate agreement with Cool Telecom is required. Cool Telecom's handling of the phone index and of record-open requests is limited to operating the plug-in you enable.