Dialer v 5.0 Product Bulletin

Now Hosted in the BluIP Ecosystem 

Provides for a more unified and common look and feel.

New Pop-Up Mode 

Allows you to quickly change the view from browser mode to a small stand-alone pop-up window.

G-Suite Integration 

Displays relevant Email, Calendar, and Drive information from the Google Suite of applications based on Caller ID.

Office 365 Integration 

Displays relevant Email and Calendar information from Office 365 based on Caller ID.

Salesforce Integration 

Displays contact information from Salesforce based on Caller ID.

Zendesk Integration 

Display Zendesk Support tickets based on Caller ID.

Zoho Integration 

Display leads, contacts, accounts, and deals based on Caller ID.

Folds 

Ability to display a quick view in column format matching the information for G Suite, Office 365, Salesforce, Zendesk, and Zoho.

Pop-Up Mode

Dialer 5.0 has two modes for viewing: browser mode (Item 1) and pop-up mode (Item 2). In browser mode, Dialer 5.0 uses the entire browser window, which is useful when viewing multiple sections of information at once. In pop-up mode, the convenience of having a separate Dialer window shines when you want to separate it from the rest of your work.

Dialer is available as both a Chrome Extension and through your web browser via the BluIP Ecosystem! 

Adding the BluIP Extension to Google Chrome:

1. Go to the Chrome webstore by going to https://chrome.google.com/webstore in your Chrome browser. See Item 1.

2. Type in "Appit" and click in the search bar. See Item 2.

3. Select Appit and click on Add to Chrome. See Item 3.

4. You will now see the Dialer 5.0 Chrome extension in the top right corner of your Chrome browser. See Item 4.

5. Click on the newly added BluIP icon and select Login. See Item 5.

Simply go to https://portal.bluip.io OR click on the BluIP Chrome Extension. Click Go Login.  See Item 1.

If logging into the BluIP Ecosystem, Dialer can either be shown or hidden by clicking on the Dialpad icon at the top of the screen. See Item 1.

Here is a summary of the icons used in the Dialer 5.0 application:

Dialpad

Show/hide Dialer 5.0 application. Also opens up the soft-keyboard for dialing.

Account Preferences

Modify account properties and call preferences.

Busy Lamp Field

Add and edit monitored users.

Call Logs/Voice Mail

Displays the previous calls that you have placed. Also allows you to view, download, and delete your voice mails.

Snippets

View all the integration snippets.

Focus and Refresh

Shows all relevant snippets to a specific contact. The refresh icon will determine whether there are any new relevant snippets to be displayed.

Actions Snippet

Allows you to manage users within your enterprise.

G-Suite Snippet

Click to open G-Suite to get detailed information on the caller such as emails, shared drive files, and calendar events.

Office 365 Snippet

Click to open Office 365 to get detailed information on the caller such as emails and calendar events.

Salesforce Snippet

Click to open Salesforce to get detailed information on the caller.

Zendesk Snippet

Click to open Zendesk tickets from the caller.

Zoho Snippet

Click to open leads, contacts, accounts, and deals from the caller.

Query with Folds, Momentum CRM, and Zendesk

Displays in tabular format all the available integration where there was a phone number match.

Actions Button

Displays the phone control menu.

The new Dialer 5 can be used as either a Pop-Up adjustable window. Alternatively, users can now experience Dialer 5 in a full-screen browser mode. To toggle between the different views, click the menu button on the top right corner. Select “Pop-Up Mode” to use the adjustable window view. See Item 1. To return to browser mode, select “Browser Mode” from the same menu button. See Item 2.

The busy lamp field allows you to monitor up to 30 phone number extensions on your phone. The BLF functionality in Dialer 5.0 allows you to add, remove, and re-order the monitored extensions list. Once the changes are saved in Dialer, the changes can be seen immediately on your telephone. Monitoring an extension allows you to see the current call status of the extension. For example, you can see whether the extension is on a call or is available. Monitoring a station also allows you to quickly dial that extension from your phone.

Pressing the BLF icon produces the table list of all the extensions being monitored.

Pressing the pencil icon at the top of the list allows end-users to modify the monitored extensions list. See Item 1.

1. Click on the BLF icon (two avatars) to see the list of monitored extensions.
2. Click on the edit icon (pencil).
3. Click on the blue plus icon at the top of the BLF window. See Item 1.
4. This will bring up the “Search for a user:” dialogue box. See Item 3.
5. Select whether you would like to search for the contact by First or Last name.
6. The search results will start to form as soon as the first character is entered.
7. Select the extension from the results list.
8. The new extension will now show up on the list of monitored extensions.
9. Click the green check mark to save your changes. See Item 2.

1. Click on the BLF icon (two avatars) to see the list of monitored extensions.
2. Click on the edit icon (pencil).
3. Select the monitored extension to be deleted.
4. Click on the delete icon (trashcan). See Item 1.
5. Dialer will then ask for confirmation. Click Okay to delete the contact.
6. Click on the green check mark to save your changes. See Item 2.

1. Click on the BLF icon (two avatars) to see the list of monitored extensions.
2. Click on the edit icon (pencil).
3. Click and hold the drag icon (three lines) left of the extension that you want to rearrange. See Item 1.
4. Drag the extension above or below to rearrange.
5. Click on the green check mark to save your changes. See Item 2.

The Call Logs utility in Dialer 5 displays the last 30 received, placed, and missed calls. Scrolling is enabled on the Call Logs screen through the mouse center wheel. Each call entry is stamped for the date and time. See Item 1.

Placed Calls

Received Calls

Missed Calls

The Call Logs utility in Dialer 5.0 also houses the voice mail log. Voice mails are listed in the order which they are received. Transcripts of your voice mails are also available to view. Each voice mail entry is stamped for the date and time.

1. Click on the Call Logs icon (clock).
2. Click on the Voice mail tab.
3. Select a voice mail to focus on by clicking the Focus icon (eye). See Item 1.
4. Click on the Download icon. See Item 2.
5. A browser will open which will automatically download the voice mail file.
6. Click on the file to open it. The audio file will be opened by your default music player.

1. Click on the Call Logs icon (clock).
2. Click on the Voice mail tab.
3. Select a voice mail to focus on by clicking the Focus icon (eye). See Item 1.
4. Click on the trashcan. Your voice mail will immediately be deleted. See Item 2.

Snippets pull information from your integrated applet accounts and displays them through Dialer. To ensure that your snippets populate, the user must first be added to your accounts’ respective contact list.

Snippets display all the available application integrations with Dialer 5. Dialer currently integrates with G-Suites, Office 365, Salesforce, Momentum CRM, Zendesk, and Zoho.

When a call is placed or received at your extension while Dialer is running, Dialer will automatically try to match the incoming or dialed phone number against all the integrated applications.

If a match is found, it brings up a “snippet” for each matching application integration. In the example below, an incoming call from Kelly Carden came in and her phone number was matched against all the integrated applications. Scroll through the snippets to view all relevant matches. Kelly’s phone number produced a match in G-Suite and Office 365.

Clicking on an integration from the navigator menu (See Item 1) will bring up all the related information to that specific applet. For example, clicking on G-Suite (See Item 2) will bring up all relevant emails, Calendar events, and Google Drive files between Kelly Carden and the user.

This section of Dialer controls the calling operations.

The DND icon ("no" sign) allows you to toggle your extension to Do Not Disturb mode, where all incoming calls go immediately to voice mail. See Item 1.

The gear icon (See Item 2) opens up the different call control settings for Dialer 5. These actions are snippets from the most commonly used MasterAccess features.

Included functions are:

Privacy

• Directory Privacy
• Phone Status Privacy

Incoming Calls

• Call Forwarding
• Do Not Disturb
• Call Me Now

Outgoing Calls

• International Access Code Dialing

Call Control

• Remote Office
• Call Recording

Voice Messaging

• Carbon Copy (CC) Email
• Send CC

Interactions

• Chrome Browser Extension

The dialpad icon (See Item 3) brings up the Dialpad. The Dialpad displays your phone number at the top under the free form typing area. The free form typing area allows you to dial any phone number using your keyboard. The focus automatically switches to the free form dialing section as soon as you press a number using your keyboard’s keypad or the numbers above the keyboard.

Dialer 5.0 is now available.

Dialer V5 Introduction Webinar