https://docs-voice.uk.xarios.cloud/crm/en-us/ Recent content in ~.UcClient.~ Embedded on ~.UcClient.~ CRM Hugo -- gohugo.io https://docs-voice.uk.xarios.cloud/crm/en-us/clio/features/callcontrol/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/features/callcontrol/ Call Control # The adapter interface provides actions for controlling calls that are present at the user's primary extension Incoming Calls # When an incoming call is alerting the user's primary phone, the 'Answer' action is presenting. Information Circle info The answer action will also present if a held call starts to recall to the extension. Outgoing Calls # When making an outgoing call, the 'End Call' action is provided to hang up the call if there is no answer from the remote end. https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/features/callcontrol/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/features/callcontrol/ Call Control # The adapter interface provides actions for controlling calls that are present at the user's primary extension Incoming Calls # When an incoming call is alerting the user's primary phone, the 'Answer' action is presenting. Information Circle info The answer action will also present if a held call starts to recall to the extension. Outgoing Calls # When making an outgoing call, the 'End Call' action is provided to hang up the call if there is no answer from the remote end. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/features/callcontrol/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/features/callcontrol/ Call Control # The adapter interface provides actions for controlling calls that are present at the user's primary extension Incoming Calls # When an incoming call is alerting the user's primary phone, the 'Answer' action is presenting. Information Circle info The answer action will also present if a held call starts to recall to the extension. Outgoing Calls # When making an outgoing call, the 'End Call' action is provided to hang up the call if there is no answer from the remote end. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/features/callcontrol/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/features/callcontrol/ Call Control # The adapter interface provides actions for controlling calls that are present at the user's primary extension Incoming Calls # When an incoming call is alerting the user's primary phone, the 'Answer' action is presenting. Information Circle info The answer action will also present if a held call starts to recall to the extension. Outgoing Calls # When making an outgoing call, the 'End Call' action is provided to hang up the call if there is no answer from the remote end. https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/features/callcontrol/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/features/callcontrol/ Call Control # The adapter interface provides actions for controlling calls that are present at the user's primary extension Incoming Calls # When an incoming call is alerting the user's primary phone, the 'Answer' action is presenting. Information Circle info The answer action will also present if a held call starts to recall to the extension. Outgoing Calls # When making an outgoing call, the 'End Call' action is provided to hang up the call if there is no answer from the remote end. https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/features/callcontrol/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/features/callcontrol/ Call Control # The adapter interface provides actions for controlling calls that are present at the user's primary extension Incoming Calls # When an incoming call is alerting the user's primary phone, the 'Answer' action is presenting. Information Circle info The answer action will also present if a held call starts to recall to the extension. Outgoing Calls # When making an outgoing call, the 'End Call' action is provided to hang up the call if there is no answer from the remote end. https://docs-voice.uk.xarios.cloud/crm/en-us/clio/gettingstarted/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/gettingstarted/ Getting Started # This quick guide is designed to get you up and running with your ~.UcClient.~ for Clio client. The ~.UcClient.~ for Clio client is a web application which can be accessed directly through a browser, but is best installed as a Web App (PWA) on your machine. Information Circle info ~.UcClient.~ can be installed as a PWA if using Chrome or Edge as a browser. Log In # The client will need to be signed in with a ~. https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/gettingstarted/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/gettingstarted/ Getting Started # This quick guide is designed to get you up and running with your ~.UcClient.~ for Dynamics 365 client. Within Dynamics, the ~.UcClient.~ client should be visible on the right side of the screen. Information Circle info If the client is not visible, either the Channel Provider has not been added to the current application within Dynamics or the current user doesn't have an appropriate role. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/gettingstarted/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/gettingstarted/ Getting Started # This quick guide is designed to get you up and running with your ~.UcClient.~ for Freshdesk client. Within Freshdesk, the ~.UcClient.~ client should be visible at the bottom of the left-side menu bar. Log In # The client will need to be signed in with a ~.Dimensions.~ user before it will operate. Click the 'Log In' button to load the ~.Dimensions.~ authentication portal. Enter your ~. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/gettingstarted/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/gettingstarted/ Getting Started # This quick guide is designed to get you up and running with your ~.UcClient.~ for Salesforce client. Within Salesforce, the ~.UcClient.~ client should be visible on the activity bar at the bottom of the screen. Information Circle info If the client is not visible, either the Softphone has not been added to the current Salesforce application or the ~.UcClient.~ client hasn't been added as the Call Center option for the logged in user. https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/gettingstarted/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/gettingstarted/ Getting Started # This quick guide is designed to get you up and running with your ~.UcClient.~ for Zendesk client. Within Zendesk, the ~.UcClient.~ client should be visible at the bottom of the left-side menu bar. Log In # The client will need to be signed in with a ~.Dimensions.~ user before it will operate. Click the 'Log In' button to load the ~.Dimensions.~ authentication portal. Enter your ~. https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/gettingstarted/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/gettingstarted/ Getting Started # This quick guide is designed to get you up and running with your ~.UcClient.~ for Zoho CRM client. Within Zoho, the ~.UcClient.~ client should be visible on the widget bar at the bottom of the screen. Log In # The client will need to be signed in with a ~.Dimensions.~ user before it will operate. Click the 'Log In' button to load the ~.Dimensions.~ authentication portal. 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/dynamics/config/dimensions/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/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/freshdesk/config/dimensions/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/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/salesforce/config/dimensions/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/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/zendesk/config/dimensions/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/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/zoho/config/dimensions/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/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/softphonemode/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/softphonemode/ Desktop/Softphone Mode # ~.UcClient.~ CRM can run in two different modes - Desktop or Softphone mode. Desktop Mode (default) # In desktop mode, ~.UcClient.~ uses its CTI link to ~.Dimensions.~ to display details about calls which are taking place on any device associated to the logged in user. Any calls initiated from ~.UcClient.~ will be sent to physical devices belonging to the user. Softphone Mode # In softphone mode, ~. https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/softphonemode/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/softphonemode/ Desktop/Softphone Mode # ~.UcClient.~ CRM can run in two different modes - Desktop or Softphone mode. Desktop Mode (default) # In desktop mode, ~.UcClient.~ uses its CTI link to ~.Dimensions.~ to display details about calls which are taking place on any device associated to the logged in user. Any calls initiated from ~.UcClient.~ will be sent to physical devices belonging to the user. Softphone Mode # In softphone mode, ~. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/softphonemode/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/softphonemode/ Desktop/Softphone Mode # ~.UcClient.~ Embedded can run in two different modes - Desktop or Softphone mode. Desktop Mode (default) # In desktop mode, ~.UcClient.~ uses its CTI link to ~.Dimensions.~ to display details about calls which are taking place on any device associated to the logged in user. Any calls initiated from ~.UcClient.~ will be sent to physical devices belonging to the user. Softphone Mode # In softphone mode, ~. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/softphonemode/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/softphonemode/ Desktop/Softphone Mode # ~.UcClient.~ CRM can run in two different modes - Desktop or Softphone mode. Desktop Mode (default) # In desktop mode, ~.UcClient.~ uses its CTI link to ~.Dimensions.~ to display details about calls which are taking place on any device associated to the logged in user. Any calls initiated from ~.UcClient.~ will be sent to physical devices belonging to the user. Softphone Mode # In softphone mode, ~. https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/softphonemode/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/softphonemode/ Desktop/Softphone Mode # ~.UcClient.~ Embedded can run in two different modes - Desktop or Softphone mode. Desktop Mode (default) # In desktop mode, ~.UcClient.~ uses its CTI link to ~.Dimensions.~ to display details about calls which are taking place on any device associated to the logged in user. Any calls initiated from ~.UcClient.~ will be sent to physical devices belonging to the user. Softphone Mode # In softphone mode, ~. https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/softphonemode/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/softphonemode/ Desktop/Softphone Mode # ~.UcClient.~ CRM can run in two different modes - Desktop or Softphone mode. Desktop Mode (default) # In desktop mode, ~.UcClient.~ uses its CTI link to ~.Dimensions.~ to display details about calls which are taking place on any device associated to the logged in user. Any calls initiated from ~.UcClient.~ will be sent to physical devices belonging to the user. Softphone Mode # In softphone mode, ~. https://docs-voice.uk.xarios.cloud/crm/en-us/clio/features/makingcalls/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/features/makingcalls/ Making Calls # There are three ways to make calls from Clio using ~.UcClient.~. Dialing from within ~.UcClient.~ # Telephone calls can be made directly from ~.UcClient.~ by entering a number in the text box provided and pressing the dial icon to the right of the text box: Dialing from a Clio record # Telephone calls can be made directly from a Clio record by simply clicking on the telephone number link. https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/features/makingcalls/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/features/makingcalls/ Making Calls # There are three ways to make calls from Dynamics using ~.UcClient.~. Dialing from within ~.UcClient.~ # Telephone calls can be made directly from ~.UcClient.~ by entering a number in the text box provided and pressing the dial icon to the right of the text box: Dialing from a Dynamics record # Telephone calls can be made directly from a Dynamics record by simply clicking on the telephone number link. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/features/makingcalls/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/features/makingcalls/ Making Calls # There are three ways to make calls from Freshdesk using ~.UcClient.~. Dialing from within ~.UcClient.~ # Telephone calls can be made directly from ~.UcClient.~ by entering a number in the text box provided and pressing the dial icon to the right of the text box: Dialing from a Freshdesk Contact # Telephone calls can be made directly from a Freshdesk Contact by simply clicking on the telephone number link. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/features/makingcalls/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/features/makingcalls/ Making Calls # There are three ways to make calls from Salesforce using ~.UcClient.~. Dialing from within ~.UcClient.~ # Telephone calls can be made directly from ~.UcClient.~ by entering a number in the text box provided and pressing the dial icon to the right of the text box: Dialing from a Salesforce record # Telephone calls can be made directly from a Salesforce record by simply clicking on the telephone number link. https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/features/makingcalls/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/features/makingcalls/ Making Calls # There are three ways to make calls from Zendesk using ~.UcClient.~. Dialing from within ~.UcClient.~ # Telephone calls can be made directly from ~.UcClient.~ by entering a number in the text box provided and pressing the dial icon to the right of the text box: Dialing from a Zendesk Contact # Telephone calls can be made directly from a Zendesk Contact by simply clicking on the telephone number link. https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/features/makingcalls/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/features/makingcalls/ Making Calls # There are three ways to make calls from Zoho using ~.UcClient.~. Dialing from within ~.UcClient.~ # Telephone calls can be made directly from ~.UcClient.~ by entering a number in the text box provided and pressing the dial icon to the right of the text box: Dialing from a Zoho record # Telephone calls can be made directly from a Zoho record by simply clicking on the telephone number link. https://docs-voice.uk.xarios.cloud/crm/en-us/clio/about/troubleshooting/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/about/troubleshooting/ Troubleshooting Issues # The following items outline some common configuration issues which may be encountered. User cannot log in to ~.UcClient.~ # If a user cannot login to ~.UcClient.~, check the following configuration within the ~.Dimensions.~ Customer Portal: The user has been given the 'Website Access' permission The user has been given the 'CRM User' role Check that the user's account has not been locked out of the ~. https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/about/troubleshooting/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/about/troubleshooting/ Troubleshooting Issues # The following items outline some common configuration issues which may be encountered. User cannot log in to ~.UcClient.~ # If a user cannot login to ~.UcClient.~, check the following configuration within the ~.Dimensions.~ Customer Portal: The user has been given the 'Website Access' permission The user has been given the 'CRM User' role Check that the user's account has not been locked out of the ~. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/about/troubleshooting/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/about/troubleshooting/ Troubleshooting Issues # The following items outline some common configuration issues which may be encountered. Notes are not being added with the user who made the call? # ~.UcClient.~ will attempt to create a note with each call's details using the user id of the logged in user. If the 'Assume Identity' permission has not been assigned to the user whose 'API Key' is being used to run the application, ~. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/about/troubleshooting/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/about/troubleshooting/ Troubleshooting Issues # The following items outline some common configuration issues which may be encountered. User cannot log in to ~.UcClient.~ # If a user cannot login to ~.UcClient.~, check the following configuration within the ~.Dimensions.~ Customer Portal: The user has been given the 'Website Access' permission The user has been given the 'CRM User' role Check that the user's account has not been locked out of the ~. https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/about/troubleshooting/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/about/troubleshooting/ Troubleshooting Issues # The following items outline some common configuration issues which may be encountered. Notes are not being added with the user who made the call? # ~.UcClient.~ will attempt to create a note with each call's details using the user id of the logged in user. If the 'Assume Identity' permission has not been assigned to the user whose 'API Key' is being used to run the application, ~. https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/about/troubleshooting/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/about/troubleshooting/ Troubleshooting Issues # The following items outline some common configuration issues which may be encountered. Unable to install the extension # If you not running a version of Zoho CRM which supports the telephony widget, you may see the issue below: Only Enterprise & Ultimate versions support ~.UcClient.~. User cannot log in to ~.UcClient.~ # If a user cannot login to ~.UcClient.~, check the following configuration within the ~. https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/multitab/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/multitab/ Multi-Tab Support # ~.UcClient.~ CRM will be accessible in all CRM tabs you have open so that there is easy access to all the telephony feature. Primary & In-Focus Tabs # The mode of operation differs slightly depending on whether the tab is classed as the Primary tab or not. ~.UcClient.~ CRM on different tabs will communicate between themselves to negotiate which one is the primary one. Effectively, when a new tab load or a tab comes into focus, it will attempt to make itself the primary tab. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/multitab/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/multitab/ Multi-Tab Support # ~.UcClient.~ Embedded will be accessible in all Freshdesk tabs you have open so that there is easy access to all the telephony feature. Primary & In-Focus Tabs # The mode of operation differs slightly depending on whether the tab is classed as the Primary tab or not. ~.UcClient.~ Embedded on different tabs will communicate between themselves to negotiate which one is the primary one. Effectively, when a new tab load or a tab comes into focus, it will attempt to make itself the primary tab. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/multitab/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/multitab/ Multi-Tab Support # ~.UcClient.~ CRM will be accessible in all CRM tabs you have open so that there is easy access to all the telephony feature. Primary & In-Focus Tabs # The mode of operation differs slightly depending on whether the tab is classed as the Primary tab or not. ~.UcClient.~ CRM on different tabs will communicate between themselves to negotiate which one is the primary one. Effectively, when a new tab load or a tab comes into focus, it will attempt to make itself the primary tab. https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/multitab/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/multitab/ Multi-Tab Support # ~.UcClient.~ Embedded will be accessible in all Zendesk tabs you have open so that there is easy access to all the telephony feature. Primary & In-Focus Tabs # The mode of operation differs slightly depending on whether the tab is classed as the Primary tab or not. ~.UcClient.~ Embedded on different tabs will communicate between themselves to negotiate which one is the primary one. Effectively, when a new tab load or a tab comes into focus, it will attempt to make itself the primary tab. https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/multitab/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/multitab/ Multi-Tab Support # ~.UcClient.~ CRM will be accessible in all CRM tabs you have open so that there is easy access to all the telephony feature. Primary & In-Focus Tabs # The mode of operation differs slightly depending on whether the tab is classed as the Primary tab or not. ~.UcClient.~ CRM on different tabs will communicate between themselves to negotiate which one is the primary one. Effectively, when a new tab load or a tab comes into focus, it will attempt to make itself the primary tab. 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/dynamics/config/dynamics/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/config/dynamics/ Dynamics 365 Configuration # The following configuration is required within Dynamics to add ~.UcClient.~ support. Add the Channel Integration Framework to the Dynamics 365 instance Add ~.UcClient.~ as a Channel Provider To perform each of the configuration steps below, you will need to be logged into the Dynamics instance with administrative permissions. Information Circle info ~.UcClient.~ will currently only will only work with Version 1.0 applications, not Version 2. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/config/freshdesk/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/config/freshdesk/ Freshdesk Configuration # Installing the ~.UcClient.~ for Freshdesk application is a simple process. To perform the installation, you need the following: A user account with an 'Administrator' role Details of your unique Freshdesk URL A Freshdesk API key Installing ~.UcClient.~ # Using an 'Administrator' account, navigate to the 'Settings' area and select 'Apps': Information Circle info If the 'apps' area is not available, you may not have the required license level within Freshdesk, either Growth, Pro or Enterprise. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/config/salesforce/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/config/salesforce/ Salesforce Lightning Configuration # The following configuration is required within Salesforce to add ~.UcClient.~ support. Add ~.UcClient.~ as a Salesforce 'Call Center Adapter' Add the 'Open CTI Softphone' to the required Salesforce applications Configure which users are to use the ~.UcClient.~ client To perform each of the configuration steps below, you will need to be logged into Salesforce.com with administrative permissions. Add ~.UcClient.~ as a Call Center adapter # The ~. https://docs-voice.uk.xarios.cloud/crm/en-us/clio/features/screenpop/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/features/screenpop/ Screen Popping # Clio can use the information provided by ~.UcClient.~ to automatically find and load records for the user. ~.UcClient.~ provides 3 options to control when this screen pop occurs: Manual screen pop -> Requires the user to press a button to activate the pop if they require it Screen pop on ringing -> Automatically attempts to pop a record as soon as a new call starts ringing at the user's phone Screen pop on answered (default) -> Automatically attempts to pop a record when a call is answered Refer to the settings section for more information. https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/features/screenpop/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/features/screenpop/ Screen Popping # ~.UcClient.~ can use the caller id information to automatically find and load records for the user. ~.UcClient.~ provides 3 options to control when this screen pop occurs: Manual screen pop -> Requires the user to press a button to activate the pop if they require it Screen pop on ringing -> Automatically attempts to pop a record as soon as a new call starts ringing at the user's phone Screen pop on answered (default) -> Automatically attempts to pop a record when a call is answered Refer to the settings section for more information. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/features/screenpop/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/features/screenpop/ Screen Popping # Freshdesk can use the information provided by ~.UcClient.~ to automatically find and load records for the user. ~.UcClient.~ provides 3 options to control when this screen pop occurs: Manual screen pop -> Requires the user to press a button to activate the pop if they require it Screen pop on ringing -> Automatically attempts to pop a record as soon as a new call starts ringing at the user's phone Screen pop on answered (default) -> Automatically attempts to pop a record when a call is answered Refer to the settings section for more information. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/features/screenpop/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/features/screenpop/ Screen Popping # Salesforce can use the information provided by ~.UcClient.~ to automatically find and load records for the user. ~.UcClient.~ provides 3 options to control when this screen pop occurs: Manual screen pop -> Requires the user to press a button to activate the pop if they require it Screen pop on ringing -> Automatically attempts to pop a record as soon as a new call starts ringing at the user's phone Screen pop on answered (default) -> Automatically attempts to pop a record when a call is answered Refer to the settings section for more information. https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/features/screenpop/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/features/screenpop/ Screen Popping # Zendesk can use the information provided by ~.UcClient.~ to automatically find and load records for the user. ~.UcClient.~ provides 3 options to control when this screen pop occurs: Manual screen pop -> Requires the user to press a button to activate the pop if they require it Screen pop on ringing -> Automatically attempts to pop a record as soon as a new call starts ringing at the user's phone Screen pop on answered (default) -> Automatically attempts to pop a record when a call is answered Refer to the settings section for more information. https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/features/screenpop/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/features/screenpop/ Screen Popping # Zoho can use the information provided by ~.UcClient.~ to automatically find and load records for the user. ~.UcClient.~ provides 3 options to control when this screen pop occurs: Manual screen pop -> Requires the user to press a button to activate the pop if they require it Screen pop on ringing -> Automatically attempts to pop a record as soon as a new call starts ringing at the user's phone Screen pop on answered (default) -> Automatically attempts to pop a record when a call is answered Refer to the settings section for more information. https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/config/zendesk/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/config/zendesk/ Zendesk Configuration # Installing the ~.UcClient.~ for Zendesk application is a simple process. To perform the installation, you need the following: A user account with an 'Administrator' role Details of your unique Zendesk URL Installing ~.UcClient.~ # Using an 'Administrator' account, navigate to the 'Settings' area and select 'Zendesk Support Apps': Search for ~.UcClient.~ and click on the 'Install' button. App Configuration # After installation, the settings window for the application should be displayed: https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/config/zoho/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/config/zoho/ Zoho CRM Configuration # ~.UcClient.~ can be installed using the one of the region specific links below. Ensure you are logged into your Zoho account before clicking the link (and that you are running Zoho Enterprise or Zoho Ultimate): Australia / New Zealand -> ~.UcClient.~ AU Europe -> ~.UcClient.~ EU North America -> ~.UcClient.~ NA United Kingdom -> ~.UcClient.~ UK The following 'Extension' installation should be displayed: https://docs-voice.uk.xarios.cloud/crm/en-us/clio/features/task/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/clio/features/task/ Activity Creation # ~.UcClient.~ is configured by default to add a new 'Phone' communication on the matched Clio Contact and Matter records when a call ends. The activities created are automatically populated with the time and duration of the call. Any dialed number, groups/queues and prefix information will be added to the 'Body' section of the phone call record where available. Activity creation can be disabled in the ~.UcClient.~ settings. https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/features/task/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/features/task/ Activity Creation # ~.UcClient.~ is configured by default to add a new 'Phone Call' activity for every telephone call. The activities created are automatically populated with the time and duration of the call. Any dialed number, groups/queues and prefix information will be added to the 'Description' section of the task where available. Optionally, ~.UcClient.~ can be configured to create activities when a call is answered or on demand using the 'New Task' link provided. https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/features/task/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/features/task/ Activity Creation # ~.UcClient.~ is configured by default to add a new 'Phone Call' activity on the matched Zoho record when any answered call ends. The activities created are automatically populated with the time and duration of the call. Any dialed number, groups/queues and prefix information will be added to the 'Comments' section of the activities where available. Activity creation can be disabled in the ~.UcClient.~ settings. Refer to the screen pop section for more information about how task creation works with multiple screen pop matches. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/features/task/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/features/task/ Notes Creation # ~.UcClient.~ is configured by default to add a new 'Note' on the matched Freshdesk Ticket when any answered call ends. The notes created are automatically populated with the time and duration of the call. Any dialed number, groups/queues and route path information will be added to the note where available. Note creation can be disabled in the Freshdesk application settings for ~.UcClient.~. Refer to the screen pop section for more information about how note creation works with multiple screen pop matches. https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/features/task/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/features/task/ Notes Creation # ~.UcClient.~ is configured by default to add a new 'Note' on the matched Zendesk Ticket when any answered call ends. The notes created are automatically populated with the time and duration of the call. Any dialed number, groups/queues and route path information will be added to the note where available. Note creation can be disabled in the Zendesk application settings for ~.UcClient.~. Refer to the screen pop section for more information about how note creation works with multiple screen pop matches. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/config/salesforcesoftphone/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/config/salesforcesoftphone/ Salesforce Softphone Layouts # There are additional settings within Salesforce to control how the screen pop operates and which fields are displayed on the ~.UcClient.~ form when there is a contact match for a call. These settings can be accessed through the service settings for the Salesforce application. Staying in the 'Setup' area, navigate to 'PLATFORM TOOLS\Feature Settings\Service\Call Center\Softphone Layouts' Press the 'Edit' link next to the softphone layout https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/features/task/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/features/task/ Task Creation # ~.UcClient.~ is configured by default to add a new 'Call' task for every telephone call. The tasks created are automatically populated with the time and duration of the call. Any dialed number, groups/queues and prefix information will be added to the 'Comments' section of the task where available. Optionally, ~.UcClient.~ can be configured to create tasks when a call is answered or on demand using the 'New Task' link provided. 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/dynamics/config/browser/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/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/freshdesk/config/browser/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/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/salesforce/config/browser/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/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/zendesk/config/browser/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/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/zoho/config/browser/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/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. https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/config/settings/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/dynamics/config/settings/ ~.UcClient.~ Settings # ~.UcClient.~ has its various 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 Call Log 'Activity' Creation # Setting Description Manual Activities are not automatically created, they can be requested manually using the provided link Call answered Activities are automatically added to contacts when a call is answered Call ended Activities are automatically added to contacts when a call ends Refer to the Activity Creation section for more information. https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/config/settings/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/freshdesk/config/settings/ ~.UcClient.~ Settings # In addition to the Freshdesk settings, ~.UcClient.~ has its own settings for controlling the Screen Pop 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 Softphone Settings # When running in softphone mode, additional settings will be displayed allowing the default 'Speaker' and 'Microphone' to be overridden. https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/config/settings/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/salesforce/config/settings/ ~.UcClient.~ Settings # In addition to the Salesforce settings, ~.UcClient.~ has its own settings for controlling the Screen Pop and Task 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 Information Circle info https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/config/settings/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zendesk/config/settings/ ~.UcClient.~ Settings # In addition to the Zendesk settings, ~.UcClient.~ has its own settings for controlling the Screen Pop 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 Softphone Settings # When running in softphone mode, additional settings will be displayed allowing the default 'Speaker' and 'Microphone' to be overridden. https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/config/settings/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/zoho/config/settings/ ~.UcClient.~ Settings # In addition to the Zoho 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 Information Circle info https://docs-voice.uk.xarios.cloud/crm/en-us/releasenotes/ Mon, 01 Jan 0001 00:00:00 +0000 https://docs-voice.uk.xarios.cloud/crm/en-us/releasenotes/ Release Notes # The following sections outline the release history of the solution and provides information on new features as they are added to the product. Information Circle info Documentation version - 1.108.3 What's New # 1.96.0 - November 26th, 2024 # Fixes Area Description ~.UcClient.~ CRM Unable to login to Freshdesk (#53017) 1.92.0 - May 14th, 2024 # Fixes Area Description ~.