![]() ![]() Logs for incoming and outbound calls can be found in SugarCRM by navigating to Calls > View Calls. The data you entered will be automatically saved. In the call menu fill in the Description field. You can change the call data during active call or after it was ended. Once the call is answered, you will be able to create new Contact or Lead for this number. Same as for calls from known contacts, you will see a notification of the incoming call. To start the call pick up your default calling device.ĭuring the call you can click on the contact icon to open contact information in SugarCRM. Adding Item Adding One-Time Code Adding Attachments Tags Deleting and Archiving. Keyfiles Generating a keyfile Generating QR code for a keyfile Removing keyfiles Registration Adding and Managing items. Activate Enpass As a new user As an existing user Master password. When you are logged into SugarCRM and someone calls your Intermedia Unite phone number, you will see a notification of the incoming call. Introduction to Enpass Prerequisites Getting Started. Receiving Calls Calls From Existing SugarCRM Contacts To finish the call click End Call button in the plugin window or just hang up on your default calling device. The 2 best things i like about Enpass are 1. Enpass works seamlessly with browser plugins, this definitely comes handy when i have to backup passwords off the web browser to my password wallet (Enpass in my case). When the call is picked up on another end, you will see the call duration and details. Enpass is super secure password wallet/locker that encrypts your sensitive password data using 256bit Encryption. Pick up your default calling device and the call will automatically start. Just select the contact in SugarCRM and click on the handset icon to make a call.ĭial the number using dialpad buttons, keyboard or just paste it and click Call icon. If you need to change the default calling device, click on a gear icon to access Settings.Ĭhoose the device you would like to use from the dropdown menu and click Save.Ĭlick-to-Call is the easiest way to make calls to your contacts. ![]() Select the device from the list and click Save.ĭialpad will be shown. This is the device that will be used to place and receive calls in SugarCRM. Once you have logged in, you will need to select a default calling device. For Linux (.tar.gz): Enpass Portable Beta v6.0.7 For Windows and macOS (.zip). Before installing the Beta version, please read the Enpass Portable User Guide. When you click on the icon you will be asked to sign in with your Intermedia Unite credentials. The first beta of Enpass v6 for the Portable apps has been out, and you can get it from the download links given later in the post. If you don’t see Intermedia Unite in the bottom toolbar contact your SugarCRM Administrator and request they give you required permissions. Getting Started With Intermedia Unite For SugarCRMĪfter Intermedia Unite integration with SugarCRM is configured by your Administrator you will see Intermedia Unite button in the bottom right corner of the window. Getting Started With Intermedia Unite For SugarCRM.This article provides an overview for end-users on how to use Intermedia Unite in SugarCRM ![]()
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