Installation, versions, access and permissions
Activate xConnect v1.1.3, understand schema version 8 and assign View, Manage and Use internal calling capabilities.
xConnect
Open guide →GuideUnderstand xConnect
Review the complete browser calling, global numbering, IVR, website widget, event bridge and deployment design implemented in v1.1.3.
Open guide →GuideCheck the CRM requirement
Confirm xConnect targets CRM 3.0.* before activation.
Open guide →GuideUnderstand module version 1.1.3
Recognise the current release and the changes introduced through versions 1.1.0 to 1.1.3.
Open guide →GuideUnderstand schema version 8
Verify all required xConnect tables and settings exist before enabling live calling.
Open guide →GuideActivate xConnect
Run the installer through the CRM module activation flow and verify setup menu access.
Open guide →GuideDeactivate xConnect safely
Disable hooks and injected softphones while preserving module records.
Open guide →GuideOpen the xConnect administrator workspace
Use the Setup menu entry to open settings, statistics, extensions, calls and provisioning information.
Open guide →GuideUnderstand xConnect permissions
Distinguish View, Manage and Use internal calling.
Open guide →GuideAssign View permission
Allow staff to open the xConnect setup dashboard.
Open guide →GuideAssign Manage permission
Allow staff to save settings, run extension backfill and change extension status.
Open guide →GuideAssign Use internal calling
Allow staff to load and use the browser softphone and authenticated calling endpoints.
Open guide →GuideUnderstand client softphone availability
Recognise that logged-in client contacts receive the client-context phone when module/settings allow it.
Open guide →GuideUnderstand administrator softphone availability
Recognise that staff require Use internal calling for the phone to be injected.
Open guide →GuideUnderstand automatic staff extension allocation
Recognise that staff create/update hooks ensure an extension exists.
Open guide →GuideUnderstand automatic contact extension allocation
Recognise that contact create/update hooks ensure an extension exists.
Open guide →GuideUnderstand automatic client account allocation
Recognise that customer create/update hooks ensure a tenant/account identity and main IVR route exist.
Open guide →GuideUnderstand version 1.1.0 changes
Recognise account numbers, main IVR, website widget, guest sessions, origin/rate/concurrency controls and related schema additions.
Open guide →GuideUnderstand version 1.1.1 changes
Recognise legacy extension migration, offline routing rejection and improved failure causes.
Open guide →GuideUnderstand version 1.1.2 changes
Recognise Live now and website-visitor presence additions.
Open guide →GuideUnderstand version 1.1.3 changes
Recognise global numbering, reserved 100 IVR, extensions from 101, hidden routes and collision repair.
Open guide →