https://docs-voice.uk.xarios.cloud/crm/en-us/clio/config/ Recent content in Installation & Configuration on ~.UcClient.~ CRM Hugo -- gohugo.io https://docs-voice.uk.xarios.cloud/crm/en-us/clio/config/dimensions/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/config/dimensions/ ~.Dimensions.~ Configuration # In order to use the ~.UcClient.~ client, ~.Dimensions.~ users will need to have the 'CRM User' role. Information Circle info The 'Essential User' role and 'Website Access' permission are prerequisites to the 'CRM User' role. For information on applying the roles/permissions, please refer to the ~.Dimensions.~ documentation Information Circle info If the 'CRM User' role is not visible within the ~.Dimensions.~ portal, it may not have been enabled. https://docs-voice.uk.xarios.cloud/crm/en-us/clio/config/clio/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/config/clio/ Clio Integration # ~.UcClient.~ can be installed as a Web App (PWA) using the one of the region specific links below. Ensure you are logged into your Clio account before clicking the link: Australia / New Zealand -> ~.UcClient.~ AU Europe -> ~.UcClient.~ EU North America -> ~.UcClient.~ NA United Kingdom -> ~.UcClient.~ UK Document note Currently, PWA apps can be installed using Microsoft Edge or Google Chrome web browsers. https://docs-voice.uk.xarios.cloud/crm/en-us/clio/config/browser/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/config/browser/ Browser Settings # Depending on the browser you are using, there may be some configuration required for the following aspects of ~.UcClient.~ to work correctly: Cookie access, ~.UcClient.~ requires access to store settings and access tokens in a cookie Notifications, when in softphone mode, ~.UcClient.~ can provide incoming call notifications through the browser Microphone access, when in Softphone mode, ~.UcClient.~ requires access to microphone and speaker devices Settings URLs for each browser: # To enable or disable any of the required permissions below, navigate to the browser settings either through the menu or by using one of the following URLs: https://docs-voice.uk.xarios.cloud/crm/en-us/clio/config/settings/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/config/settings/ ~.UcClient.~ Settings # ~.UcClient.~ has its own settings for controlling the Screen Pop and Activity Creation features. To access the settings, click the settings icon on the side-bar of the ~.UcClient.~ form: The following settings are available to select: Screen Pop Mode # Setting Description Manual Matching records will only be popped when the user requests it by pressing the 'Pop' button on the client Call Ringing A matching record will be automatically popped when a call starts ringing Call Answered A matching record will be automatically popped when a call is answered Auto Task Creation # Setting Description Disabled Activities are not automatically created Enabled Activities are automatically added to contacts when a call ends Refer to the Activity Creation section for more information.