Phone System (FreePBX, CRM Phone)
- How The Phone System Works
- Phone Numbers
- IVR
- Extensions
- CRM Phone Usage
- SoftPhone Usage
- FreePBX Reporting
How The Phone System Works
Overview
The phone system is based on a the PBX software FreePBX. It is hosted on Amazon AWS.
Access Information
System | URL | What it does... | How to Log In |
AWS | https://aws.amazon.com | Hosts the PBX System | Details in Vault |
FreePBX | https://phones.maticmedia.co.uk | FreePBX PBX Software | Details in vault |
Sipgate | https://sipgate.co.uk | VOIP Trunk Supplier | Details in vault |
VoipTalk | https://voiptalk.com | VOIP Trunk Supplier | Details in vault |
Setup
The diagram below explains the setup.
Phone Numbers
Number | Type | Supplier |
0844 209 2274 | Matic Media | Difference Corporation |
01236 884670 | Outbound | Sipgate |
01236 884619 | Outbound | Sipgate |
0330 380 1564 | Blastoff Education | VOIPtalk |
0330 380 0172 | Graphic Warehouse | VOIPtalk |
0141 530 3780 | Outbound | Sipgate |
IVR
The IVR is managed in FreePBX on this page...
FreePBX Administration (maticmedia.co.uk)
Extensions
Extensions are managed via FreePBX Administration (maticmedia.co.uk)
Current Extensions
A list of extensions and passwords are available in the Vault.
Setting Up an Extension for use within CRM
The following settings must be set for an extension to work within the CRM
CRM Phone Usage
Setting Extension Up in CRM
- Log in to the CRM
- Click the cog item in the top right hand side of the CRM
- Click Settings
- On the left hand menu select Phone
- You will be asked to give permission for your microphone to be used.
You must select yes to giving permission to use your microphone. Your phone will not register without this information
- Fill in the form with your provided details
- After clicking save, your phone should automatically try to log you in.
Outgoing Calls
- Click the phone icon to load your phone
- This will load the dialpad
-
You do not have to enter a 9 before the number to make an outgoing call
- You can either click the green tick button or press the enter key to call someone
Transferring Calls
- You can transfer calls by using the transfer button
- This will list available agents or you can transfer to the holding queues
Putting a Call On Hold
- You can place a call on hold using the hold button
- You can take a call off hold by pressing the play button
Using the Phone Book
- You can phone any customer or supplier from the phone book with a quick search
- By default the phone book shows available other users