Wiki source code of SoftPhone Tutorial

Version 37.1 by Jonathan Usrey on 2026/02/05 15:34
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5 = SoftPhone Tutorial =
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15 = Accessing Your Smartphone via the Customer Portal =
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17 You can access your smartphone after logging into the Customer Portal, provided you are logged in with the appropriate user and that user account has been assigned the correct privileges.
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19 == Top Menu Bar ==
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21 The Top Menu Bar, located at the top of the page on the Customer Portal. It provides links to various features that you have access to within the Customer Portal, including:
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23 * [[Billing>>doc:Main.Customer Portal Tutorials.Billing.WebHome]]
24 * [[Recordings>>doc:Main.Customer Portal Tutorials.Recordings.WebHome]]
25 * [[vFax>>doc:Main.Customer Portal Tutorials.vFax.WebHome]]
26 * [[Reports>>doc:Main.Customer Portal Tutorials.Reports.WebHome]]
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28 To access your phone, select **HUD** from the Top Menu Bar, as shown below.[[image:CP Main HUD image.png||alt="image1.jpg" height="70" width="846"]]
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30 == The HUD ==
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32 The HUD is the primary area where you interact with the Customer Portal. It provides access to the following features:
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34 * [[Contacts>>doc:Main.Customer Portal Tutorials.HUD.Contacts Tab.WebHome]]
35 * Phone (softphone)
36 * [[Chats>>doc:Main.Customer Portal Tutorials.HUD.Chat Tab.WebHome]]
37 * [[SMS>>doc:Main.Customer Portal Tutorials.HUD.SMS Tab.WebHome]]
38 * Speed Dials
39 * [[File Transfers>>doc:Main.Customer Portal Tutorials.HUD.File Transfer Tab.WebHome]]
40 * [[Voicemails>>doc:Main.Customer Portal Tutorials.HUD.Voicemail Tab.WebHome]]
41 * Queues (if enabled)
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43 The features available to you may vary depending on your assigned permissions and privileges.
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45 == Phone Tab ==
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47 After accessing the HUD, a vertical menu will appear on the left side of the screen. Select the **Phone** tab, as shown in Figure 2, to open and use the softphone.
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49 = Softphone =
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51 After clicking the phone tab you should see an inactive softphone as seen in //Figure 3.//
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53 In the top left corner next to 'contacts' you will see **Make New Call**. When you click that not only will you see Figure 4, but your smart phone will then go from inactive to active as seen in Figure 5.
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55 == Sub-paragraph ==
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57 Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
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59 == Sub-paragraph ==
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66 {{box title="**Contents**"}}
67 {{toc/}}
68 {{/box}}
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71
72 // // [[image:Phone Tab.png||alt="image2.jpg" height="288" width="47"]]
73 // Figure 2: Phone Tab//
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75
76 [[image:Portal Inactive softphone.png]]
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78
79 // Figure 3: Inactive Softphone//
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82 [[image:CP Softphone make new call 1.png]]
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84 //Figure 4: Make New Call//
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87 [[image:Portal ACTIVE softphone.png]]
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89 //Figure 5: Active Softphone Call//
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