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- CRM Integrations
- Payment Gateways
- Time Tracker
- Connecting with PayWay
- VOIPLine
- Setting Up Emails
- Google Maps
- Novum Networks
- WooCommerce integration
- WooCommerce integration settings
- Customer Portal for customers
- Customer Portal
- Connecting with BurstSMS
- Connecting Stripe
- Troubleshooting the Outlook Add-In
- Syncing Your Outlook Emails, Calendar & Contacts
- Installing Inbox Insights
- Connecting with WooCommerce
- Connecting with Mailchimp
- Connecting with Machship
- Connecting with Ezidebit
- Connecting with eWay
- Connecting with Campaign Monitor
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Reporting
- Training
- Workflow Management
- Quoting & Selling
Access4
This guide will show you how to set up the CRM integration with your Access4 phone system.
You must have an active service with Access4 (formerly Novum Networks) before commencing the process.
- On the main menu, go to Admin > Integrations and then click on CTI and next to Access4 on the list, click Activate.
- Access 4 will provide you with a list of devices, names and passwords that you can fill in on this page.
- Click on Add New Extension and then repeat the process so that all your phone users are set up here.
- When all users have been added, click on Finish.
You will now need to go into the records for your Users and select whether each of them has a Hot Desk, Permanent or no extension.
- Go to Admin > Settings > Users, Teams & Security and click on Manage Users.
- Open a User record and make a selection in the CTI Extension Binding Mode field.
- Once you have made a selection of either Hot Desk Extension or Permanent Extension, a CTI Extension field will show – add the user’s extension number here and click on Save & Close.
- You will need to repeat this process for each User record.
Note that if you assign a Hot Desk Extension, the User will be required to select this on login:
You can download the desktop app (which is only supported in Windows at the moment) by going to Admin > Integrations – scroll down to find Access4 on the list and click Settings, then click on the following link.
Once the program has been installed, users will need enter their CRM details and click on Login and then select the correct database from the dropdown to link to desktop client to and then click Connect.
Once logged in, users can click on the gear icon to access pop-up preferences.
The application can be accessed from the system tray – just right click and select Open. If call pop-ups are not appearing, open the application and check that it is connected and refresh the connection if required.
