All entries
VoIP Telephony
VoIP Widget — call button on the pageThe VoIP widget is an embedded button on a website that allows customers to make voice calls directly from their browser. Name The name of the widge...
VoIP Telephony
VoIP Central — server configurationVoIP PBX is the configuration for connecting to a telephony server (e.g., SuperVOIP, Otvarta). It defines the technical parameters needed to make call...
VoIP Telephony
VoIP Connections — Call RecordingThe VoIP call module records the history of phone calls — incoming, outgoing, and automatic. Each call can be associated with a client and a task. Ou...
VoIP Telephony
SIP Accounts — Managing LinesSIP accounts are individual phone lines assigned to users. Each SIP account connects to a VoIP switchboard and allows making and receiving calls. Nam...
VoIP Telephony
VoIP Settings - Integration with ProviderVoIP settings configure the connection to the telephone service provider. You will obtain the authorization data from your VoIP provider. Integration...
CRM
Customer CardThe client card is the central place where you gather all data about the contractor — from basic contact information to the status of cooperation, his...
CRM
Contact CardName - full name of the contact Photo - allows adding a photo of the contact for easier identification Description - short description of the cont...
CRM
Interest cardName: In this field, you can enter a short name that facilitates the quick identification of a specific case in lists and reports. Description: This...
CRM
Note CardName: In this field, you can enter a short, unique title that will allow you to quickly identify the main topic of the note in the list. Content: Th...
Knowledge Base
Multilingualism – Knowledge Bases in Multiple LanguagesIf your customers speak different languages, you can create separate knowledge bases for each language and link them into one group. This way, a langu...