Update 3 ALPHA. The Admin Timesaver

[illcsales]

@bitn2 thanks for the confirmation will await further updates for clarification...

 

[VictorC]

Hello all, anyone is a bug where you can't change the operator under any role?

 

[Northern pc]

It's tough to do it because we might screw the url links.. Better we avoid it for now. Why would you want talk links disabled?
Maybe we should make an option like this
"Add extension, without 3CXTALK" so when you add an extension, the checkbox is disabled...

Lots of good reasons, for example a House Phone in an office. Or in a location where you have volunteers, there is no reason to have that feature for desks where a different person might use it daily.

I have sites where I have literally had to create 70 or more fake emails to create an extension for a guest room at a hotel, or for volunteer desks where it might change persons daily or even more than once a day.

There are valid reasons to not have an email be required or have talk links.

 

[SteveITS]

Email isn't required, per se...one can just disable voicemail and missed call notifications via email, but then that user can't log in to the web client.

 

[person]

does this have to be done as plaintext in the journaling? can i have it be an "href - click here for recording" or even better can i send it directly from the template as stated in my crm docs? hubspot recording and transcription docs

Thanks for your so details reply.

We find the problem is that we need to reconfigure call Journaling parameters for answered incoming call and answered outbound call.

For example:

Answered incoming call: [DateTime]: Answered incoming call from [Number] [Name] to [Agent] ([Duration])[LineBreak][LineBreak]Transcription: [Transcription][LineBreak][LineBreak]Summary: [Summary][LineBreak][LineBreak]Recording: [RecordingUrl]

Answered Outbound Call: [DateTime]: Answered outgoing call from [Agent] to [Number] [Name] ([Duration])[LineBreak][LineBreak]Transcription: [Transcription][LineBreak][LineBreak]Summary: [Summary][LineBreak][LineBreak]Recording: [RecordingUrl]

is there an expiry time for the recording URLs or will we be able to go back and play them via CRM as long as the PBX has it stored locally? from below context its assuming that it expires in 7 days?

[Summary] [Transcription] [RecordingUrl] (valid for 7 days)

 

[Evolute IT]

does this have to be done as plaintext in the journaling? can i have it be an "href - click here for recording" or even better can i send it directly from the template as stated in my crm docs? hubspot recording and transcription docs



is there an expiry time for the recording URLs or will we be able to go back and play them via CRM as long as the PBX has it stored locally? from below context its assuming that it expires in 7 days?

You might be interested in our CRM Hubspot custom integration (available as a SaaS) which allows the recording to be linked in HubSpot the same way it would be if you used HubSpot Calling, and for as long as the file is on the server or even once the file is archived (not deleted). You can then use HubSpot's own transcription, depending on your plan. We also support having the transcription and summary from OpenAI in the call activity since we use similar parameters in our templates.

Otherwise, no the content has to be plain text and the link does expire after 7 days.

 

[VosSystems]

Has anyone been successful to get the Microsoft 365 (Exchange) GAL (Global Address List) to show up in 3CX?

 

[nikolascx]

@bitn2 we have checked all trunks, and it is not present in any of the trunks, is this one of those instances where we have to create a new trunk to see it like had to be done for sms a bit ago:

View attachment 43216

This is displayed if the provider supports it.
Example Voxtelesys, Bandwidth.com, ETC
So we cannot allow to expose this on any trunk because it depends on whether
A) The provider supports it
B) if you have this "Extra" feature added on your trunks.

If A and B are satisfied, then it means you chose a provider that can do this.
The provider's backoffice will have a section where you can configure this and then we will expose our part in the 3CX UI.

 

[nikolascx]

Has anyone been successful to get the Microsoft 365 (Exchange) GAL (Global Address List) to show up in 3CX?

HI @VosSystems This should work yes. M365 integration https://www.3cx.com/docs/manual/microsoft-365/

 

[nikolascx]

Lots of good reasons, for example a House Phone in an office. Or in a location where you have volunteers, there is no reason to have that feature for desks where a different person might use it daily.

I have sites where I have literally had to create 70 or more fake emails to create an extension for a guest room at a hotel, or for volunteer desks where it might change persons daily or even more than once a day.

There are valid reasons to not have an email be required or have talk links.

@Northern pc OK Talk links Agreed. We can think of making a profile that on Add, disables.
Mind you I think you can prepare an import script and import the users you need with this disabled.

I think I see what you mean re the email. If you do not ask for an email, then they cannot login - correct?
Because the email with the creds will not be sent. to think about this. But exposing the credentials in the UI is not good anymore.

 

[nikolascx]

does this have to be done as plaintext in the journaling? can i have it be an "href - click here for recording" or even better can i send it directly from the template as stated in my crm docs? hubspot recording and transcription docs



is there an expiry time for the recording URLs or will we be able to go back and play them via CRM as long as the PBX has it stored locally? from below context its assuming that it expires in 7 days?

Yes you need to find the crm templates shipped in the product, diff with yours and find the differences
I'm not sure about the expiration. The URL of the recording updates. So if it is in the local storage, you get the local link. But if it is archived to google for example, you get the google url.
The URL never expires (at least not that I am aware of)

 

[nikolascx]

Hello all, anyone is a bug where you can't change the operator under any role?

@VictorC
Hey - if you have rights you can - System Owner
We changed the position and the label

 

[Evolute IT]

The URL never expires (at least not that I am aware of)

7 days, it rotates the key. I checked the DLL.

 

[illcsales]

This is displayed if the provider supports it.
Example Voxtelesys, Bandwidth.com, ETC
So we cannot allow to expose this on any trunk because it depends on whether
A) The provider supports it
B) if you have this "Extra" feature added on your trunks.

If A and B are satisfied, then it means you chose a provider that can do this.
The provider's backoffice will have a section where you can configure this and then we will expose our part in the 3CX UI.

@nikolascx Thanks for the clarification so geolocations is only available for specific trunk vendors, we will eagerly await 3CX's list of what vendors will be certified to support.

 

[nikolascx]

7 days, it rotates the key. I checked the DLL.

@ConceptsWeb
Yes now I understand what you mean
True - after 7 days the recording link will be unavailable.
We cannot leave links active forever.
We will improve this in the next update because 7 days might be too short. But in general, yes, the token needs to be killed at some point.

 

[KoesioOccitanie]

Hi,

What a nice update.
Any chance to have bulk edit for 3CX Talk ? Will be a huge help if we can bulk disable it.

 

[tronic]

@nikolascx
Do you know if there has been any consideration to fix the incoming limitations with SMS how now to split location of SMS you can only do with the IVR. But makes sense that the department would do this, now everything points to them.

Also, one other idea I came up with reading the forum just now, is a search function in that admin area. As loads of posts are people saying something is missing or not in V20, when it's really they can't find it, or it's been recently moved. A search option for a feature might fix this issue.

 

[nikolascx]

I do not see the Grafana Reports in the Alpha. Should we expect this in the Update 3 Final Release, or has it been pushed back?

Pushed back slightly.. Grafana has it's own config. We cannot just ship the default config in the product.
So we need to make Grafana tweaking to ensure that the moment we add Grafana we keep 3CX Safe.
Please bear with us a little while longer..

 

[OpIT GmbH]

what iam still missing is a holiday import function for each country

 

[tronic]

what iam still missing is a holiday import function for each country

Even if you had to enter them all in for one system first, but had the function to export and import holidays would be amazing.