Difference between revisions of "Phone system integration"

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__TOC__
 
__TOC__
 
==Intro==
 
==Intro==
For users with VOIP phone systems, such as Microsoft Teams, Zoom, 8x8 etc, you can make and receive calls directly from the system. There is no additional charge for the integration, as it's included with all packages. Normal phone charging will apply from your provider.
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For users with VOIP phone systems, such as Microsoft Teams, Zoom, 8x8 etc, you can make and receive calls directly from the system. There is no additional charge for the integration, as it's included with all packages. Normal phone charging will apply from your provider. This integration offers Click to Call, Screen Popping, and Address Book Searching.
  
 
==Dialling out==
 
==Dialling out==
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[[File:Phone_icon.png|300px|alt="a screenshot of the mobile phone field, with a small black phone icon next to the number."]]
 
[[File:Phone_icon.png|300px|alt="a screenshot of the mobile phone field, with a small black phone icon next to the number."]]
  
The first time, your device should prompt to ask how to handle the number. Select you VOIP app and it should remember for next time.
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The first time, your device should prompt to ask how to handle the number. Select your VOIP app and it should remember for next time.
  
 
==Dialling in==
 
==Dialling in==
The instructions are for Microsoft Teams, correct at time of writing, May 2024. Other providers will have similar options.
 
In the [https://admin.teams.microsoft.com/dashboard Teams admin center]
 
 
* '' Go to the Voice menu
 
* '' Open the Calling Policies section
 
* ''Click to Add a Policy
 
* ''Give the policy a name and in the "URL to open apps in browser for incoming PSTN calls" option, enter you unique phone link, which looks like https://permalink.charitylog.co.uk/search/YOUR_PUBLIC_ID/phone/{phone}
 
* ''In the June 2024 version of the software, the link above can be obtained from the "Logging in / System Access" option, which will have your own public id. To trial this feature in an earlier version, please call the support team for your id, and replace YOUR_PUBLIC_ID with it.
 
 
In each agent's Teams:
 
- Click the cog for Teams settings
 
- In the calls section, toggle "Open apps in browser" on.
 
 
==How the integration works==
 
  
When the agent accepts the incoming call, their default browser will pop up on screen. If the caller has an existing record, the browser will display the callers record in Charitylog. The agent can then proceed to log any call activity on the record.
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This needs configuring, see [[Phone_system_integration#Configuring_Microsoft_Teams|Configuring Microsoft Teams]]. When the agent accepts the incoming call, their default browser will pop up on screen. If the caller has an existing record, the browser will display the caller's record in Charitylog. The agent can then proceed to log any call activity on the record.
  
 
[[File:phone_int1.jpg|300px|alt="a screenshot of an incoming call."]]
 
[[File:phone_int1.jpg|300px|alt="a screenshot of an incoming call."]]
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[[File:phone_int2.jpg|700px|alt="a screenshot of a record in Charitylog, where the number matches the screenshot of the incoming call."]]
 
[[File:phone_int2.jpg|700px|alt="a screenshot of a record in Charitylog, where the number matches the screenshot of the incoming call."]]
  
If there is more than one matching record that uses the callers number, the agent will be displayed with a list of potential matches. The agent can then proceed to select the callers record and log any call activity.
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If there is more than one matching record that uses the caller's number, the agent will be displayed with a list of potential matches. The agent can then proceed to select the caller's record and log any call activity.
  
 
[[File:phone_int3.jpg|700px|alt="a screenshot of the phone search results in Charitylog. This lists two records with the same number."]]
 
[[File:phone_int3.jpg|700px|alt="a screenshot of the phone search results in Charitylog. This lists two records with the same number."]]
  
If there are no matches for the callers number, the agent will be presented with a message to show there were no matching search results. The agent can then proceed to create a new record for the caller.
+
If there are no matches for the caller's number, the agent will be presented with a message to show there were no matching search results. The agent can then proceed to create a new record for the caller.
  
 
[[File:phone_int4.jpg|700px|alt="a screenshot of the phone search results in Charitylog. This displays a message reading 'Sorry, no results found'."]]
 
[[File:phone_int4.jpg|700px|alt="a screenshot of the phone search results in Charitylog. This displays a message reading 'Sorry, no results found'."]]
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 +
==Configuring Microsoft Teams==
 +
The instructions are for Microsoft Teams, correct at time of writing, May 2024. Other providers will have similar options.
 +
 +
* '' Open the [https://admin.teams.microsoft.com/dashboard Teams Admin Center]
 +
* '' Go to the Voice menu
 +
* '' Open the Calling Policies section
 +
* ''Click to Add a Policy
 +
* ''Give the policy a name and in the "URL to open apps in browser for incoming PSTN calls" option, enter your unique phone link, which looks like https<nowiki/>://permalink.charitylog.co.uk/search/YOUR_PUBLIC_ID/phone/{phone} See [[Phone_system_integration#URLs_for_VOIP_systems|URLs for VOIP systems]]
 +
 +
In each agent's Teams:
 +
* '' Click the cog for Teams settings
 +
* ''In the calls section, toggle "Open apps in browser" on.
 +
[[File:phone_int5.jpg|500px|alt="a screenshot of the settings in Teams, displaying a field called 'open apps in browser' with a toggle option to enable it."]]
 +
 +
==URLs for VOIP systems==
 +
* ''From the settings cog, click General Settings > "Logging in / System Access"
 +
* ''In the External Links section, copy the link for Phone System
 +
[[File:Permalinks.png|700px|alt="a screenshot of a record in Charitylog, where permalinks for other systems are shown."]]

Latest revision as of 13:28, 30 May 2024

Intro

For users with VOIP phone systems, such as Microsoft Teams, Zoom, 8x8 etc, you can make and receive calls directly from the system. There is no additional charge for the integration, as it's included with all packages. Normal phone charging will apply from your provider. This integration offers Click to Call, Screen Popping, and Address Book Searching.

Dialling out

To dial out, click the phone number icon to the right on a telephone number

"a screenshot of the mobile phone field, with a small black phone icon next to the number."

The first time, your device should prompt to ask how to handle the number. Select your VOIP app and it should remember for next time.

Dialling in

This needs configuring, see Configuring Microsoft Teams. When the agent accepts the incoming call, their default browser will pop up on screen. If the caller has an existing record, the browser will display the caller's record in Charitylog. The agent can then proceed to log any call activity on the record.

"a screenshot of an incoming call."

"a screenshot of a record in Charitylog, where the number matches the screenshot of the incoming call."

If there is more than one matching record that uses the caller's number, the agent will be displayed with a list of potential matches. The agent can then proceed to select the caller's record and log any call activity.

"a screenshot of the phone search results in Charitylog. This lists two records with the same number."

If there are no matches for the caller's number, the agent will be presented with a message to show there were no matching search results. The agent can then proceed to create a new record for the caller.

"a screenshot of the phone search results in Charitylog. This displays a message reading 'Sorry, no results found'."

Configuring Microsoft Teams

The instructions are for Microsoft Teams, correct at time of writing, May 2024. Other providers will have similar options.

  • Open the Teams Admin Center
  • Go to the Voice menu
  • Open the Calling Policies section
  • Click to Add a Policy
  • Give the policy a name and in the "URL to open apps in browser for incoming PSTN calls" option, enter your unique phone link, which looks like https://permalink.charitylog.co.uk/search/YOUR_PUBLIC_ID/phone/{phone} See URLs for VOIP systems

In each agent's Teams:

  • Click the cog for Teams settings
  • In the calls section, toggle "Open apps in browser" on.

"a screenshot of the settings in Teams, displaying a field called 'open apps in browser' with a toggle option to enable it."

URLs for VOIP systems

  • From the settings cog, click General Settings > "Logging in / System Access"
  • In the External Links section, copy the link for Phone System

"a screenshot of a record in Charitylog, where permalinks for other systems are shown."