User Guide 3CX Robo Dialer Version 15.5.143
"Copyright VoIPTools, LLC 2011-2018" Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission VoIPTools, LLC. Version 15.5.143 Last updated September 7, 2018 1 P a g e
Table of Contents Table of Figures... 4 What is 3CX Dialer?... 6 How do I Install the Dialer?... 6 3CX Dialer Applications... 6 3CX Dialer Features... 7 3CX Dialer Benefits... 7 Installation... 8 Prerequisites... 9 Create Folders in 3CX Server to Store Audio Files... 9 Step by step Installation Procedure... 10 Configure Global Settings... 18 Register License... 18 SQL tab Configure Microsoft SQL Server Settings... 19 Email tab Configure Email Server Settings... 20 Installed Dialer Apps... 21 3CX tab... 22 Ringing... 22 Timeouts... 23 Prepend... 23 Configure Campaigns... 23 Create a campaign... 24 Contacts tab... 24 Audio tab... 26 Text-To-Speech... 26 Pre-Recorded... 27 Email tab... 28 2 P a g e
SMS tab... 29 Setup tab... 30 Run tab... 33 Web Portal... 34 Login to Web Portal... 34 Contacts screen... 35 Add a Contact... 36 Add an Appointment for a Contact... 36 Specify Action for an Appointment... 37 Delete List Name... 38 Import screen... 39 Import Contact List... 39 Site Settings screen... 40 Instructions to Customize Branding Settings... 41 Support... 44 3 P a g e
Table of Figures Figure 1: VoIPTools 3CX Dialer Setup Wizard... 10 Figure 2: Test VoIP 3CX Relay settings... 12 Figure 3: Configure Database... 13 Figure 4: Connection Properties... 14 Figure 5: Windows Authentication... 15 Figure 6: SQL Server Authentication... 16 Figure 7: Configure Database... 17 Figure 8: Run Application... 17 Figure 9: 3CX Dialer - Registration... 18 Figure 10: Microsoft SQL Server Settings... 19 Figure 11: Email Server Settings... 20 Figure 12: Installed CFD... 21 Figure 13: 3CX Settings... 22 Figure 14: Campaigns screen... 24 Figure 15: Configure Contact Settings... 25 Figure 16: Audio: Text-To-Speech... 26 Figure 17: Contact Row Columns dynamically created based on SQL Query... 27 Figure 18: Configure Email Message... 28 Figure 19: Configure SMS Text Message... 29 Figure 20: Schedule Dialer Call Play Announcement... 30 Figure 21: Schedule Dialer Call Appointment... 31 Figure 22: Schedule Dialer Call Transfer Call... 32 Figure 23: Run the dialer call... 33 Figure 24: 3CX Dialer Web Portal Login... 34 Figure 25: Web Portal Normal User login Contacts screen... 35 Figure 26: Web Portal - Manager login - Contacts screen... 35 Figure 27: Web Portal: Add a Contact... 36 Figure 28: Web Portal: Add Appointment for Contact... 37 4 P a g e
Figure 29: Web Portal: Select Date for Appointment... 37 Figure 30: Web Portal: Select Action for Appointment... 38 Figure 31: Delete List Name... 38 Figure 32: Import Screen... 39 Figure 33: Site Settings Screen... 40 Figure 34: Header Gradient Color: Top Color Palette... 41 Figure 35: Grid Color Palette... 41 Figure 36: Display of Customized Grid Color... 42 Figure 37: Custom Logo... 42 Figure 38: Display of Customized Brand Settings... 43 5 P a g e
What is 3CX Dialer? Dial phone numbers from your database for appointment reminders, scheduled deliveries, or debt collection. Provide custom messages for each call, and route calls to a customer service representative. 3CX Dialer was designed from the ground up specifically for 3CX. With 3CX Dialer you can automate the unattended calls to patients, customers or students using unique contact lists (campaigns). When used in conjunction with Call Flow Design (CFD) applications, virtually any scenario can be supported. Call Flow Design The 3CX Call Flow Design is a voice application program that interacts with the user via the phone and then performs certain logic. For instance, a voice application program can be designed to ask a caller to input a customer number, which is then verified against a database. Based on this number, the call will then be routed to the required queue. How do I Install the Dialer? VoipTools will give you a download link and license key after purchase. You can simply go through the simple installer to proceed with the installation. 3CX Dialer Applications 1. Appointment Reminders (medical, service, delivery) 2. Payment collections 3. School reminders: closings / lunch accounts / library fees / unexcused absences 4. Community emergency notifications 5. Political campaign messages 6. Fund raisers 7. Satisfaction Surveys 8. Solicit 6 P a g e
3CX Dialer Features 1. Supports multiple campaigns 2. Supports an unlimited number of simultaneous calls * 3. Pull appointments from CRM / Practice Management applications 4. Update CRM / Practice Management information 5. Utilize text-to-speech for customized message 6. Play pre-recorded messages 7. Special discounts for schools 8. Route calls to customer service representatives 9. Send email and SMS text message notifications ** * Number of simultaneous calls is dependent on 3CX license and available trunks / bandwidth ** SMS notifications are performed by sending emails to the cell carrier's email-to-sms gateway 3CX Dialer Benefits 1. Decrease missed appointments 2. Eliminate monthly or per-transaction fees charged by hosted solutions 3. Eliminate wasted staff time associated with manual dialing 4. Increase revenue 5. Increase compliance 6. Increase safety 7 P a g e
Installation Download Software You can order 3CX Dialer on-line at http://www.voiptools.com. Your order confirmation email will include your license key and a link to download the software. Install Prerequisites There are a number of prerequisites that must be installed prior to installing 3CX Dialer. These prerequisites include Microsoft Internet Information Server (IIS) and Microsoft SQL Server. Create Folders in 3CX Server to Store Audio Files In order to store audio files of play announcement and transfer call, you should create folders for each of them under the root path: C:\ProgramData\3CX\Instance1\Data\Voiceapps Install 3CX Dialer This User Guide contains step-by-step instructions to successfully install 3CX Dialer. Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named RoboDialerInstaller.exe. Register your License Key You must register your license key to activate 3CX Dialer. Your license key is included in your order confirmation email, and can also be found in your order history on our website. 8 P a g e
Prerequisites 1. Before installing 3CX Dialer, you need to ensure that your computer meets the minimum requirements mentioned below: 2. 3CX Version 12-15.5 (Professional or Enterprise Version Only) 3. Microsoft.Net 4.6 4. Microsoft SQL Server 2008 Express (free) and above 5. Windows 7 Pro, Windows server 2008 R2 and above (64 bit) 6. Internet Information Server (IIS) 7.0 and above (for optional Contact Manager) * Since the add-on 3CX Robo Dialer includes a CFD application, you will need to install either Pro or Enterprise version of 3CX. You can run Abyss, IIS, and NGIX on the same server. When installing SQL Server, we recommend you install it in Mixed Mode to include SQL Authentication, and install SQL Management Studio When installing IIS, be sure to install Basic Authentication,.Net Extensibility, and ASP.Net 4.X Create Folders in 3CX Server to Store Audio Files To store audio files of Play Announcement and Transfer Call, you need to create folders for each of them under the root path. 1. Log in to 3CX Server with valid credentials. 2. Navigate to the root path: C:\ProgramData\3CX\Instance1\Data\Voiceapps 3. For Transfer Call: a. Navigate to the root path and create main folder as TransferCall : C:\ProgramData\3CX\Instance1\Data\Voiceapps\ TransferCall b. Navigate to the Transfer Call main folder and create sub folder as Audio C:\ProgramData\3CX\Instance1\Data\Voiceapps\ TransferCall\ Audio 4. For Play Announcement: a. Navigate to the root path and create main folder as PlayAnnouncement : C:\ProgramData\3CX\Instance1\Data\Voiceapps\ PlayAnnouncement b. Navigate to the Play Announcement main folder and create sub folder as Audio C:\ProgramData\3CX\Instance1\Data\Voiceapps\ PlayAnnouncement\ Audio 9 P a g e
Step by step Installation Procedure The following section guides you through a detailed walk-through of the installation process. Step 1: Download 3CX Dialer You can check for the software download link included in your order confirmation email. As an alternative, you can also find the link from your order history on our website. Step 2: Extract the installer from the downloaded.zip file 1. The file you downloaded in the above step is a compressed.zip file. 2. Position the mouse on the zip file and right-click. 3. From the popup menu, select Extract All to extract the software. Step 3: Start the installation process 1. From the extracted folder, find the file RoboDialerInstaller.exe 2. Double-click the file to start the VoIPToys Setup Wizard. 3. Click Next to continue. Figure 1: VoIPTools 3CX Dialer Setup Wizard 10 P a g e
Special note for Multi-tenant installations: 1. If you are installing 3CX Dialer on a 3CX Cloud (Multi-tenant) server, an additional screen will display with a combo box containing a list of all installed tenants. Select the correct tenant and continue. 2. If you are installing 3CX Dialer on a separate server and pointing it to a 3CX Cloud server, you will need to tell the installer the name of the specific tenant desired. Start the installer from a command window and include an additional parameter: tenantname=<your-tenant-name>. Passing the tenant name to the installer will pre-fill the combo box with the correct tenant name. For example: 3CXDialer.exe tenantname=the3cxtenantname Step 4: Download the VoIPTools 3CX Relay (if required) 3CX permits one 3 rd party application to communicate with the 3CX server at a time. To overcome this limitation, VoIPTools created the 3CX Relay Service. The Relay is a lightweight application that is installed directly on the 3CX server. The Relay exposes the 3CX Call Control API (and other VoIPTools services) to all our applications, and manages requests and events between by VoIPTools products and 3CX. The Relay also makes it possible to install our VoIPTools products on a remote server (including over the internet). 1. If you have not previously installed the Relay on your 3CX Server, you can download the Relay installer by clicking on the Download Relay button. The Relay must be installed directly on the 3CX server. 2. If you are installing 3CX Dialer directly on the 3CX server, you can install the Relay simply by clicking the Install/ Upgrade Relay button and following the Relay install instructions. If you have already installed the Relay, you need not install it again unless a newer version is required. 11 P a g e
Step 5: Test Relay Settings 1. In the Relay Services Host field, enter localhost if installing 3CX Dialer on the 3CX server. If 3CX resides on a different server, enter the IP address or FQDN of the 3CX server. 2. In the Relay Services Port field, enter the value as 8700 The default port number is 8700 but will likely be different in multi-tenant environment. 3. Click Test Relay Settings to confirm 3CX Dialer can communicate with the Relay services running on the 3CX server. Figure 2: Test VoIP 3CX Relay settings 4. If the 3CX Dialer is successfully able to communicate with the Relay services that run on the 3CX server, Success message box appears. Click OK. 5. Click Next to continue the installation 12 P a g e
Step: 6 Configure the database 1. When prompted for the database connection information, click Configure button. Figure 3: Configure Database 2. In the Connection Properties dialog box, enter the SQL server name. If using the free SQL Express edition, the default SQL Instance name is <your-server-name>\sqlexpress. If you want to use SQL Authentication, then install SQL Server in Mixed mode. If SQL Server is installed on a server other than the server where 3CX Dialer is installed, you will need to configure SQL Server to allow remote connections. 13 P a g e
3. Enter the login credentials. Figure 4: Connection Properties a. If using Windows integrated security, select Use Windows Authentication. The VoIPTools installer will create a local windows user name as VoIPToys and will give sufficient rights to this user to create / update the SQL database. 14 P a g e
Figure 5: Windows Authentication b. If SQL Server authentication is desired, select Use SQL Server Authentication. Be sure to select a SQL Login that has sufficient permissions to alter the database and create SQL objects. Enter the User name and Password, and select appropriate database value from the Select or enter a database name drop down. 15 P a g e
Figure 6: SQL Server Authentication The first time you install 3CX Dialer, DO NOT enter a database name. Choose Select or enter a database name and leave the database name blank. The installer will create the SQL database automatically and apply the necessary permissions. If upgrading 3CX Dialer from a previous version, select the existing database from the list. 4. Click Test Connection button 5. Click OK to close the test results dialog 6. Click Next to continue the installation 16 P a g e
Step: 7 Run Application Figure 7: Configure Database When the software installation is done, click Run Application button. Figure 8: Run Application 17 P a g e
Configure Global Settings Global Settings screen enables you to register license for 3CX Dialer, configure Microsoft SQL Server Settings and Email Server Settings. You can also view the list of installed CFDs. Register License Registration is required to authorize your software. Registering also makes it possible for VoIPTools to provide a replacement key if your license key is ever lost. Also, it enables VoIPTools to notify you of any product updates. 1. On the 3CX Dialer configuration screen, and in the Global Settings tab, select License tab. 2. Enter your registration information in all the fields (Note the red dot denotes a required field). 3. Click Register. Figure 9: 3CX Dialer - Registration The license key permits you to install the software on one computer. This is not free software. 18 P a g e
SQL tab Configure Microsoft SQL Server Settings SQL tab enables you to configure Microsoft SQL Server Settings. The dialer uses the Contacts Connection String to connect to the required database and get the contact details. Figure 10: Microsoft SQL Server Settings 1. In the Global Settings screen, click SQL tab. 2. In the Contacts Connection String field, enter the connection string of the database from which you want to dialer to retrieve the contact information. 3. Click Save. 19 P a g e
Email tab Configure Email Server Settings Email tab enables you to configure Email Server Settings. Figure 11: Email Server Settings 1. In the Global Settings screen, click Email tab. 2. In the Mail Server field, enter the IP address or Fully Qualified Domain Name (FQDN) of your email server. 3. In the Port field, enter appropriate port number. Default port number is 25. 4. In the Email From field, enter reply email address for email and SMS text notifications. 5. In the Email Subject field, enter the subject for the email. 6. In the Test Email To field, enter valid test email address. 20 P a g e
7. In the Notification Email field, enter the email address to send an email about call data once you complete a campaign. The data includes details like number of calls answered, unanswered and failed in that campaign. 8. In the User and Password fields, enter the username and password of your email address. 9. Click Test to send a test mail and check if you have successfully configured the email server settings. 10. Check Requires SSL check box if your server requires a secure connection to relay email. 11. Click Save to save the Email Server settings. Installed Dialer Apps Installed Dialer Apps tab display a list of CFD that have been installed for the dialer to use. Figure 12: Installed CFD 21 P a g e
3CX tab 3CX tab enables you to configure ringing sound and timeout settings for 3CX. Ringing Figure 13: 3CX Settings The Ringing section enables you to configure ringing sound settings. Mute Ring 1. In the Ringing section, check Mute Ring check box to mute the ringing sound. 2. Click Save to save the setting. 3. Click Test button to verify whether the ring is turned off. Unmute Ring 1. Uncheck Mute Ring check box to unmute the ringing the sound. 2. Click Save to save the setting. 3. Click Test button to verify whether the ring is turned on. 22 P a g e
Timeouts The Timeouts section enables you to configure call timeout settings. 1. In the Timeouts section and in the Get Call ID Attempts box, set the desired number so that if the call is not received, then the call attempts will be made as per the set number of times. 2. From the Drop call if no answer (seconds) box, set the desired number (in seconds) so that if the call is not received within the set number of seconds, then the call will be dropped. 3. Click Save to save the Timeout settings. Prepend The Prepend section enables you to configure Prepend settings. When you call a number, the Robo Dialer will add the Prepend Digits to the beginning of your phone number. The Strip Digits defines the number of prepend digits and you should set it manually. 1. In the Prepend section and from the Prepend Digits field, set the desired value so that when you attempt to call a number, the Robo Dialer will prepend the digit to your number. 2. In the Strip Digits box, set the value to the number of prepend digits. 3. Click Save to save the Prepend settings. Configure Campaigns The dialer can dial only one campaign at a time. To create a campaign, you need to configure various parameters in each of the following tabs: 1. Contacts tab 2. Audio tab 3. Email tab 4. SMS tab 5. Setup tab 6. Run tab 23 P a g e
Create a campaign Figure 14: Campaigns screen 1. In the 3CX Dialer configuration screen, click Campaigns tab. 2. On the left hand side, in the Campaign field, enter campaign name. Contacts tab i. On the right hand side, click Contacts tab. ii. iii. In the Query field, type appropriate SQL Query to retrieve the desired contact details from the database. Click Get Data button to view the contact data retrieved from the database. 24 P a g e
Figure 15: Configure Contact Settings You can configure any one or two or all of Phone, Email and/ or SMS so that the dialer responds accordingly. iv. From the Phone dropdown, select the appropriate column name that represents the phone number so that the dialer uses the number specified in that column to make a call. v. From the Email dropdown, select the appropriate column name that represents the email address so that the dialer uses the email address specified in that column to send the email message. vi. From the SMS Text dropdown, select the appropriate column name that represents the SMS text so that the dialer uses the number specified in that column to send the SMS text. vii. On the upper right corner of the screen, click Save to save the contact. 25 P a g e
Audio tab Audio tab enables you to choose Text-To-Speech or Pre-Recorded audio file to play the message when a dialer makes a call to the contact. Text-To-Speech i. Check Scripted check box to enable Text-To-Speech Audio to play as message when the dialer makes a call to the contact. Figure 16: Audio: Text-To-Speech ii. Type the text that you want the dialer to play as message when the contact receives the call. Click Help button to include appropriate column rows in your text so that the dialer uses the column data while performing Text-To-Speech. 26 P a g e
Figure 17: Contact Row Columns dynamically created based on SQL Query iii. iv. Select appropriate column and click Copy to Clipboard. Place the cursor in the script area where you want to paste the column row and on your keyboard, press Ctrl + V to paste. v. Click Verify Script button to verify if you have created the script for the correct contact. vi. Click Preview Message button to play the message for yourself so that you can hear what it sounds like and make necessary changes if required. vii. On the upper right corner of the screen, click Save to save the Text-To-Speech message. Pre-Recorded i. Check Pre-Recorded check box to enable Pre-Recorded Audio to play as message when the dialer makes a call to the contact. ii. From the Recordings list box, select appropriate pre-recorded audio file. iii. On the upper right corner of the screen, click Save to save the Pre-Recorded message. iv. Add a new Pre-Recorded file v. On the 3CX Dialer configuration screen, and in the Campaigns screen, click Audio tab. vi. Check Pre-Recorded check box. vii. Click Browse button and browse for the pre-recorded file that is located in your local system. viii. Click Add button to add the pre-recorded audio file to the Recordings list box. 27 P a g e
Email tab ix. On the upper right corner of the screen, click Save to save the Pre-Recorded file to the Recordings list box. Email tab enables you to compose a Campaign Email that you want to send to the desired contact(s). Figure 18: Configure Email Message i. In the Subject field, enter the subject for the email. ii. In the email text area, type the email message. Click Help button to include appropriate contact fields in your email text so that the dialer includes appropriate data in the email message. iii. iv. Select appropriate column and click Copy to Clipboard. Place the cursor in the email text area where you want to paste the selected contact field, and on your keyboard, press Ctrl + V to paste. v. Click Verify Email button to preview the email message and make corrections if necessary. vi. On the upper right corner of the screen, click Save to save the email message. 28 P a g e
SMS tab SMS tab enables you to compose a SMS Text Message that you want to send to the desired contact(s). Figure 19: Configure SMS Text Message i. In the SMS text area, type the SMS Text Message. Click Help button to include appropriate contact fields in your SMS text so that the dialer includes appropriate data in the SMS text message. ii. iii. iv. Select appropriate column and click Copy to Clipboard. Place the cursor in the email text area where you want to paste the selected contact field, and on your keyboard, press Ctrl + V to paste. Click Verify Text button to preview the SMS Text Message and make corrections if necessary. v. On the upper right corner of the screen, click Save to save the SMS text message. 29 P a g e
Setup tab Setup tab enables you to schedule the call for the desired contact. We can make three types of calls: 1. Appointment Reminder: Call the contact, play a message and solicit a response 1 to confirm or 2 to be transferred to an extension. Typical use cases include a medical practice, or scheduled delivery, but it also could be for collections. For example, to confirm your payment has been made, press 1, or to be connected with a customer service representative, press 2. 2. Play Announcement: Call the contact, play a message and hang up. Typical use cases include public emergency notices, political campaign announcements, reminders, etc. 3. Transfer Call: Call the contact, and immediately transfer the call to an extension. This is used primarily for sales cold calls. Figure 20: Schedule Dialer Call Play Announcement 30 P a g e
i. In the Setup tab and in the Dialing Times section, click Start time box and select the time at which you want to start the dialer. ii. iii. iv. Click End time box to select the end time at which you want to end the dialer. In the Call Handling section, from the Transfer Call To Dialer App dropdown, select the desired option to which you want to send the dialer to. If you select Transfer Call To Dialer App as Play Announcement: a. From the Total Max System Calls box, type or select the maximum number of active PBX calls so that when this number is reached, the dialer will not make calls. If the entire PBX has this many active calls (Total Max System Calls) then the dialer will pause making calls. This setting is used to ensure that the dialer does not consume all the available 3CX simultaneous calls. For example, if you want to be sure there are always 4 lines free for non-dialer calls and you have 16 SC 3CX license, then enter 12 for this value. b. From the Max Dialer Calls dropdown, type or select the maximum number of simultaneous calls the dialer can make. c. Check the Call Only Once (Don t Retry) check box if you want the dialer to attempt the simultaneous call only once and does not retry. v. If you select Transfer Call to Dialer App as Appointment, you need to configure Appointment Confirmation Settings as mentioned below: Figure 21: Schedule Dialer Call Appointment 31 P a g e
a. Under Appointment Confirmation Settings section, and from the Monitor Queue Extension dropdown, select the queue to which you want the dialer to transfer the contact. b. From the Max Callers in Queue dropdown, type or select the maximum number of people permitted in the queue. Once this number is reached, the dialer will not make calls. In other words, this enables you to automatically pause the dialing if too many people are waiting in the queue. When the Robo Dialer is configured to make appointment reminders, the contact is given the option to press 1 to confirm the appointment, or press 2 to be connected with a customer service representative. When they press 1 or 2 this information is written to a log file. The log file is save here: C:\ProgramData\3CX\Instance1\Data\Voiceapps vi. If you select Transfer Call to Dialer App as TransferCall, you need to configure Transfer Call Settings as mentioned below: Figure 22: Schedule Dialer Call Transfer Call 32 P a g e
a. Under TransferCall Confirmation Settings section, and from the Monitor Queue Extension dropdown, select the queue to which you want the dialer to transfer the contact. b. From the Max Callers in Queue dropdown, type or select the maximum number of people permitted in the queue. Once this number is reached, the dialer will not make calls. In other words, this enables you to automatically pause the dialing if too many people are waiting in the queue. vii. viii. ix. In the Text-To-Speech section, from the Volume dropdown, select the type of volume you want the dialer to use while delivering the audio message to the contact. From the Rate dropdown, select the rate of speed of text-to-speech you want the dialer to use while delivering the audio message to the contact. From the Voice dropdown, select the type of text-to-phone-speech voice you want the dialer to use while delivering the audio message to the contact. Run tab x. On the upper right corner of the screen, click Save to save the dialer call setup configuration. Run tab enables you to test, start, pause or stop the dialer call. Parameters like Total Active System Calls, Calls waiting in Queue, License Limit Usage and Overall Campaign Progress display details in live while the dialer call is in progress. Figure 23: Run the dialer call 33 P a g e
i. Click Start button to enable the dialer to run the call according to the parameters you set in Contacts tab, Audio tab, Email tab, SMS tab and Setup tab. ii. iii. iv. Click Pause button if you want to pause the dialer in making further calls to the campaign. Click Stop to stop the dialer from making calls to the campaign. Check Test Only check box if you want to simulate the dialer call so that you can preview how the dialer makes the call. v. Click Clear button to clear the call logs history. vi. Web Portal Click Delete All button to delete all the call logs. The web portal is a Contact Manager that helps you to manage contact details of your customers. To access the 3CX Dialer web portal, click the Web Portal button on the configuration program, or click on the desktop icon that was created during the installation process (3CX Dialer Web). Login to Web Portal 1. When connecting to the web portal, you will be asked to provide login credentials. 2. In the Extension field, enter your 3CX extension number 3. In the PIN field, enter your 3CX Voicemail PIN 4. Click Login button to login to your account Figure 24: 3CX Dialer Web Portal Login 34 P a g e
In the Web Portal, 1. As a Manager, you can: i. View Contacts, Import and About screens. ii. iii. In the Contacts screen, you can search for a specific record from the grid, delete list name, add a new contact, add an appointment for a contact and specify action for an appointment. In the Import screen, you can import contacts from a CSV file into the central repository of contacts. 2. As a Normal User, you can: i. View only Contacts, and About screens. ii. Contacts screen In the Contacts screen, you cannot select list name to delete. Contacts screen enables you to search for a specific list, select list name to delete (only for Manager role), add a new contact, add an appointment for a contact and specify action for an appointment. Figure 25: Web Portal Normal User login Contacts screen Figure 26: Web Portal - Manager login - Contacts screen 35 P a g e
Add a Contact i. In the Contacts screen and on the column header, click Add button. ii. iii. iv. In the Company field, enter the company name of the contact. In the First Name and Last Name fields, enter the first and last name of the contact. In the Address 1, Address 2, City, State, Zip and Country fields, enter the address details of the contact. Figure 27: Web Portal: Add a Contact v. In the Phone field, enter the phone number of the contact. vi. vii. viii. In the Mobile field, enter the mobile number of the contact. In the Email field, enter the email address of the contact. In the SMS field, enter the phone number of the contact to which you want to send the SMS message. ix. Click Save to save the contact details. Add an Appointment for a Contact i. Click Expand button beside the contact to which you want to add the appointment ii. In the column header, click Add button to add new appointment for the contact. iii. From the Appointment Type dropdown, select the type of appointment that you want to add for the contact. 36 P a g e
Figure 28: Web Portal: Add Appointment for Contact iv. From the Date Start calendar, select the start date and time at which the appointment starts for the contact v. From the End Date calendar, select the end date and time at which the appointment ends for the contact vi. The Appointment Status field automatically displays the appointment status. vii. Click Save to save the appointment. Specify Action for an Appointment i. Click Expand button beside the contact to display the appointment for which you want to specify the action ii. Click Expand button beside the appointment for which you want to specify the action. iii. From the Date calendar, select date and time at which you want to perform the action. Figure 29: Web Portal: Select Date for Appointment iv. From Action dropdown, specify the desired action that you want to specify for the appointment. 37 P a g e
Figure 30: Web Portal: Select Action for Appointment v. Click Save to save the action for the appointment. Delete List Name i. Log into the 3CX Dialer Web Portal with Manager credentials. ii. In the Contacts screen, and from the Select list name to delete: dropdown, select the list name that you want to delete. Figure 31: Delete List Name iii. Click Delete button to delete the list. All the records with the selected List Name will be deleted. 38 P a g e
Import screen You can access Import screen only as a Manager. Here, you can import contacts from a CSV file into the central repository of contacts. Import Contact List Figure 32: Import Screen i. Log into the 3CX Dialer Web Portal with Manager credentials. ii. iii. In the Import screen, beside Import File field, click Browse button to select the import file (.csv). In the List Name field, enter the name for the contact list. If you do not specify List Name, then the contact will be created without a list name. iv. Select the Delimiter option according to the one that you have specified in the import file (.csv). Comma is the default delimiter 39 P a g e
v. Click Get Fields button to load the CSV column headers into the CSV File list box. vi. vii. Move each one of the columns from the CSV File list box into the CSV Field list box by appropriately using and buttons such that the columns in CSV Field list box will match with those of Contact Field list box. If you want to overwrite existing contacts, check Update existing contacts check box. Be sure to map the Name and Phone fields. viii. Click Import button to import all the contacts from the CSV file into the central repository of contacts. Site Settings screen Site Settings enable you to customize branding settings for the application that include the following: 1. 2. 3. 4. Customize the gradient color of Application Header Customize grid color in screens that display grid data Customize logo on the Application Header Customize Header Title Prefix on the Application Header Figure 33: Site Settings Screen 40 P a g e
Instructions to Customize Branding Settings 1. In the Site Settings screen and in the Custom Branding Settings form, perform the following Branding Setting Customizations: a. Customize Application Title Header Gradient Color i. Beside Header Gradient Color and from the Top Color palette, select the desired color that you want to display as the top color for the Application Title Header. Figure 34: Set Top and Bottom Header Gradient Color ii. From the Bottom Color palette, select the desired color that you want to display at the bottom of the Application Title Header in gradient to the selected Top Color. b. Customize Grid Color i. From the Grid Color palette, select the color that you want to display for the grid in screens that display grid data. Figure 35: Grid Color Palette 41 P a g e
ii. From the Grid Color palette, select the color that you want to display for the grid in screens that display grid data. Figure 36: Display of Customized Grid Color c. Customize Logo i. If you are uploading the logo for the first time then, beside Upload New Logo field, click Browse and select the logo that you want to apply. You will now observe that the logo is added to the Custom Logo drop down list. ii. From the Custom Logo drop down list, select the logo that you have just uploaded. Figure 37: Custom Logo 2. Once you perform desired customizations, click Apply. 42 P a g e
Figure 38: Display of Customized Brand Settings 3. To reset to default settings, click Reset. 43 P a g e
Support If you need support, would like to request an enhancement to 3CX Dialer, or are interested in discussing a custom solution, you can contact as at the following: Address: Hours: 2306 Shimmering Bay Lane Cincinnati, OH 45244-2760 Monday Friday 8:00 A.M. 6:00 P.M. Central Standard Time Phone: USA : +1 801-642-4655 Skype: Email: Web: VoIPToys info@voiptools.com http://www.voiptools.com 44 P a g e