- Getting Started
- Pinning Activities
- Bulk update
- Managing Duplicate Records
- Basic Navigation
- Key setup steps
- Additional setup steps
- Configuring Dropdown Lists
- Creating New Records
- Tips & Tricks
- Using the Kanban View
- Using the Map View
- Advanced Filters
- Setting Up Grid Layouts
- Show and Hide Columns
- Open or Edit Existing Records
- Syncing Your Accounting System
- Setting up your CSV file for Import
- View Details on Map Pins
- Change the Column order
- Company Information
- Filter Map Records
- Sorting Records
- Export data
- Import Data from Excel or CSV
- Colourise Map Records
- Filtering Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- CRM Integrations
- Connecting Stripe
- Novum Networks
- Payment Gateways
- Google Maps
- Customer Portal
- Connecting with BurstSMS
- Connecting with Campaign Monitor
- Connecting with eWay
- Connecting with Ezidebit
- Connecting with Machship
- WooCommerce integration settings
- Connecting with Mailchimp
- Connecting with WooCommerce
- Customer Portal for customers
- Installing Inbox Insights
- Syncing Your Outlook Emails, Calendar & Contacts
- Troubleshooting the Outlook Add-In
- WooCommerce integration
- Setting Up Emails
- Jobs, Assets & Service Management
- Products, Inventory & Pricing
- Sales Pipeline
- Shipping & Freight
- System Settings
- Workflow Management
- Quoting & Selling
This guide will show you how to set up the CRM integration with your Novum Networks phone system. You must have an active service with Novum Networks before commencing the process.
On the main menu, go to Admin > Integrations and then click on CTI and next to Novum Networks on the list, click Activate.
Novum Networks 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.
Click on your name in the top right hand corner of CRM and select 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 Novum Networks 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.