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Configuración General

Flexor OnScreen Configuración General

Configure Flexor Networking, User Interface, Miscellaneous, Presence, Chat and Disposition settings.

Network settings tab:

General Settings Network

Network settings should not be altered unless Flexor is installed in a Terminal Server Environment or the port 4052 is already in use. 

Flexor will attempt to detect if it has been installed in a Terminal Server environment

Contact support for further information if required.

User Interface settings tab:

General User Interface

User Interface settings allow the user to change Language if required (and supported) and set behaviour of the Flexor OnScreen window during calls.

User Interface
Language If required (and supported) select your Language from the drop down list or leave in the default position to Auto detect
Dragging
Highlight drag targets Select options from the drop down list to configure Flexor Call Summary and OnScreen window behaviour when dragging e.g. transferring a call
Bring OnScreen to front when dragging Enable / Disable tick box. Deselect this option to prevent the OnScreen window being brought to the front of your PC screen when dragging e.g. transferring a call
New Calls
Bring OnScreen to front when new call starts Enable / Disable tick box. Enable this option to bring the OnScreen window to the front of your PC screen when a new call starts
Save / Cancel Save any changes and close the screen or Cancel any changes and close the screen

Miscellaneous tab settings:

General Miscellaneous

Miscellaneous tab settings contact support for further information if required.

Miscellaneous
Software Updates
Automatically check for software updates Enable / Disable tick box. Enable this option to have Flexor check and notify if updates are available
SIP Customisation
Extract CalledID from Display_Remote Enable / Disable tick box. Some devices, for example some Polycom models, are only capable of receiving two fields of data relating to a call. These are normally CallerID and CallerIDName. For customers that wish to track which number a customer called in on, their Hosted VoIP providers can provide a solution by passing the information as if it were CallerIDName and it is then displayed on the phone. When this information is passed from the phone to Flexor, it is interpreted as CallerIDName
Use CallerIDName as CalledID Enable / Disable tick box. This option should be checked so that Flexor knows that the data field contains the CalledID instead of the CallerIDName.
Advanced Browser Integration
Legacy Browser Integration for Internet Explorer Enable / Disable tick box. This option will turn off the old NetSuite Suite Bundle Flexor browser integration with Internet Explorer
Browser plugins for IE, Chrome, Firefox Enable / Disable tick box. This option turns off Flexor for MS Dynamics, NetSuite Suitetalk and Flexor Apex for Salesforce integration with all browsers. 
Customisation Codes These will be supplied to you if required and should not be altered unless directed to do so by support
Limit number of records returned from a CRM search Enable / Disable tick box. Currently only affects Flexor Apex for Salesforce
Save / Cancel Save any changes and close the screen, or Cancel any changes and close the screen

Presence and Chat tab settings:

General Presence and Chat

Presence and Chat tab settings contact support for further information if required.

Presence and Chat
Custom XMPP credentials
Use Custom credentials Enable / Disable tick box. This section allows the use of your own XMPP server. These should only be used if required after consulting with support
Username Credentials data field
Password Credentials data field
Test login credentials Click to test custom credentials
Miscellaneous XMPP Settings
Send and receive call information Enable / Disable tick box. Deselect this option if you do not want Call information displayed in Flexor OnScreen
Line Privacy
Calls on Private Lines are invisible Enable / Disable tick box. This option must be used in conjunction with the Private option under Manage Phone Numbers
Permanent Presence Messages
Away Messages Empty free form data entry field. Use this option to set a custom Away message that can be selected from the Presence status drop down on the Flexor OnScreen window
Busy Messages Empty free form data entry field. Use this option to set a custom Busy message that can be selected from the Presence status drop down on the Flexor OnScreen window
Save / Cancel Save any changes and close the screen or Cancel any changes and close the screen


Presence tab settings:

General Presence

Presence tab settings contact support for further information if required.

Presence
Presence Updates
Set initial Presence status on start-up to Enable / Disable tick box. This option allows the user to select a default Presence status Flexor will adopt on start up
Initial Presence Status Drop Down list Use in conjunction with Set initial Presence status on start-up e.g. set Flexor to Busy on start up
If I do not answer a call Enable / Disable tick box. If supported by your phone device, this option allows the user to select a default Presence status Flexor will adopt on not answering
Do not answer a call Presence Status Drop Down list Use in conjunction with If I do not answer a call Presence status on not answering e.g. set Flexor to Away. A custom message can also be set
If I set my phone to Do Not Disturb Enable / Disable tick box. If supported by your phone device, this option allows the user to select a default Presence status Flexor will adopt on the phone device being set to Do Not Disturb (DND)
Do Not Disturb Presence Status Drop Down list Use in conjunction with Do Not Disturb Presence status on setting the phone to Do Not Disturb e.g. set Flexor to Busy. A custom message can also be set
If I unset my phone from Do Not Disturb Enable / Disable tick box. If supported by your phone device, this option allows the user to select a default Presence status Flexor will adopt on the phone device being unset from Do Not Disturb (DND)
Unset DND Presence Status Drop Down list Use in conjunction with "Unset DND" Presence status on un-setting the phone from Do Not Disturb e.g. set Flexor to Available. 
If the Computer is locked Enable / Disable tick box. This option allows the user to select a default Presence status Flexor will adopt on the computer being set to locked
Computer Locked Presence Status Drop Down list Use in conjunction with "If Computer is locked" Presence status on the computer being locked e.g. set Flexor to Away. A custom message can also be set
If the Computer is unlocked Enable / Disable tick box. This option allows the user to select a default Presence status Flexor will adopt on the computer being unlocked
Computer Unlocked Presence Status Drop Down list  Use in conjunction with "Computer Unlocked" Presence status on the computer being unlocked e.g. set Flexor to Available
Set closing Presence status on exit to Enable / Disable tick box. This option allows the user to select a default message Flexor will display when not running
 Presence Status Custom message field Used in conjunction with "Set closing Presence status on exit", a custom message can be displayed e.g. Out of Office until ....
Presence Options
Hide Unavailable Peers Enable / Disable tick box. Hide unavailable Flexor users in the Organisation section of Flexor OnScreen
Hide Inactive Peer Devices Enable / Disable tick box. Hide unavailable Flexor Users Devices in the Organisation section of Flexor OnScreen
Limit number of records exchanged with peers Enable / Disable tick box. To avoid sending too much data over the network, this setting restricts the number of entity matches that Flexor sends to remote peers to the number specified
Send full call information to peers Enable / Disable tick box. If disabled the details of the call the user is on will not be displayed to other users in their Flexor OnScreen Presence window
Save / Cancel Save any changes and close the screen, or Cancel any changes and close the screen

Chat tab settings:

General Chat

Chat tab settings contact support for further information if required.

Chat
Chat message automatic processing Contact support for further information if required
Chat Options
Default Chat Message Empty data entry field. A default chat message can be added e.g. "Can you take this call from .."
Default Chat Width This sets the width of the Flexor Chat Message box
Automatically open URLs received in chat conversations Enable / Disable tick box. This option allows Flexor to open a browser window on the recipients PC, if a CRM record is dragged into a Flexor chat message using the Flexor OnScreen send contact icon:   Send contact icon
Play sound for new messages Enable / Disable tick box. Turn on or off a notification sound for new Flexor chat messages
Send default chat message to participants added to a chat conversation Enable / Disable tick box. Use in conjunction with Default Chat Message option above
Save / Close Save any changes and close the screen or Cancel any changes and close the screen

Disposition tab

Disposition tab from Flexor version 2.1.129 these settings have been moved to Flexor OnScreen, Options, Call Summary configuration, Disposition tab.


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