Configuring Snap

From Intuitive Voice Support Wiki

Contents 1 Adding a Connection 1.1 General Tab 1.2 Dialing Rules Tab 1.3 Options Tab 1.4 Calls Tab 1.4.1 Incoming Calls 1.4.2 Outgoing Calls 1.5 CRM Tab

Adding a Connection

Snap connects to Asterisk via the management API.

To Add a Connection

1. From the system tray, right click on Snap and select Settings from the context menu.

The Add Connection tab displays.

2. Click Connections.
3. In the Connection Type field, select a location for your new connection.
4. In the Connection Name field, enter a name for your new connection then click Next.

The General tab displays.

General Tab

The General tab allows you to enter all the necessary information required to configure a connection to your Evolution PBX.

To Configure the General Tab

1. In the Connection field, enter a friendly name for you to distinguish between your different connections.
2. In the Username field, enter Evolution to connect to your Evolution PBX system.
3. In the Password field, enter Password1! to connect to your Evolution PBX system.

Note:  You must use a capital (P) in the word Password followed by a number (1) and an exclamation mark (!).

4. In the Server field, enter the IP address or hostname of your Evolution PBX system (i.e. 192.168.2.225).

Note:  You may also specify a port using this field (i.e. 192.168.0.1:5038).

5. In the Context field, enter INT-LOC-TOLL-BYPASS. This will be used as the outgoing context when dialing numbers.
6. In the Channel field, enter SIP/extension number. This will be used as the channel to ring when initiating a call (i.e. SIP/100).
7. In the Ring back field, enter the amount of time (in seconds) that the specified channel should ring while waiting for a call. Default is set to 10 seconds.
8. Click the Automatically connect at startup checkbox if you wish to receive call status events.

Note:  These are only received when you are connected to the Evolution PBX system.

Dialing Rules Tab

The Dialing Rules tab allows you to add and update dialing rules.

Dialing rules are used by the Evolution PBX to automatically add prefixes to calls prior to dialing out.

An example dialing rule for 800-555-1212 could be setting a length of 10 and a prefix of 1, thus changing the number dialed into 18005551212. International Prefix

The international prefix is the prefix that the dialing rules will add to all calls that are dialed internationally. This prefix can be changed by simply entering the new prefix into the International Prefix field and clicking Update.

Note:  The default International Prefix is set to 011.

To Add a Dialing Rule

1. From the Dialing Rules tab, click Add Dialing Rule.
2. Enter the Stripped Length for the new rule.

Note:  A stripped length is the length of the phone numbers to match minus any special characters or spaces.   

For example, 1-800-555-1212 stripped is 11 characters long (letters, numbers and plus signs are counted).

3. Enter the Action for the new rule.

Note:  Available actions include Add Prefix and Remove Prefix.

4. Enter the Data for the new rule (prefix to add or remove).

Options Tab

The options tab allows you to configure caller ID options, dialing options and voicemail options.

To Configure Snap Options

1. In the Name field, enter the name that will show up on caller id when one is not available.
2. In the Number field, enter the number that will show up on caller id when one is not available. This is usually only applicable when the Force Caller ID option is checked.
3. Click the Convert to letters and numbers checkbox to automatically convert phone letters to numbers when dialing. For example, 1-800-TUV-JMPT will be converted to 1-800-234-5678.
4. In the Variable field, enter a variable (if available).

Note:  If your phone supports receiving extra options with incoming calls then this field may be useful.  For example, some 
phones will automatically answer if the variable “_ALERT_INFO=”Ring Answer”” is passed.

5. In the Mailbox field, enter the mailbox that will be used to present a voicemail indicator in the system tray. For example, phone extension@default (5748@default).
6. In the Extension field, enter the system code that will reach your voicemail extension directly from the “Dial Voicemail” button in the system tray.

Calls Tab

The Calls tab allows you to configure how incoming and outgoing calls are handled.

To Configure Incoming and Outgoing Calls

Incoming Calls

1. Click the Enable call status checkbox to enable the call status window for calls. This is the window that shows up on the bottom right of the screen.
• Select Answer to close the call status window when the phone is answered.

Note:  For some people keeping it open for the duration of a call may be necessary while for others only seeing it briefly is 
adequate.

• Select Ring to close the call status window a few seconds after the phone has started to ring.
• Select Hangup to close the call status window after the call has ended.
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Outgoing Calls

2. Click the Enable call status checkbox to enable the call status window for calls. This is the window that shows up on the bottom right of the screen.
• Select Answer to close the call status window when the phone is answered.

Note:  For some people keeping it open for the duration of a call may be necessary while for others only seeing it briefly is 
adequate.

• Select Ring to close the call status window a few seconds after the phone has started to ring.
• Select Hangup to close the call status window after the call has ended.

 

CRM Tab

To enable the CRM features you must set up a path under the connection settings

Note:  The CRM functionality is only supported when call status is enabled.

To Configure CRM Options

1. Enter the file or Web Address or click … to navigate to the appropriate file or Web Address. For example, “C:\\Program Files\CRM\crm.exe\” $cidname $cidnumber or http://intranet/snap.aspx?cidname=$cidname&cidnumber=$cidnumber.
2. Click Test to ensure that the CRM functionality is set up correctly. Test will use a default name of "John Doe" and a default phone number of "7148531212".