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Info

This guide explains how to access and to use Wildix Collaboration 4.0X and describes the basic operations: call, chat, video call, conference, fax, SMS.

WMS Version: 4.0X

Created: April 2019

Updated: February 2020

Permalink: https://wildix.atlassian.net/wiki/x/uwLOAQ

For Collaboration user guide WMS version 5, please refer to the following document: Collaboration User Guide


Warning

Important: WMS 4 reaches end of life on December 31, 2022. Make sure to upgrade PBXs to WMS 5: use rel50 repository.


Table of Contents

Prerequisites

...

Collaboration native application 

...

Note

Note: PBX admin can automatically send users their credentials for access to Collaboration via email:

WMS Users -> select users and click Send Welcome Message. 


Login window:


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  • 1 - Login
  • 2 - Password
  • 3 - “Remember me” option
  • 4 - Single sign-on with Office 365
  • 5 - Single sign-on with Google
  • 6 - Click to log in

...

  1. enable desktop notifications (incoming call/ chat/ voicemail and other popup notifications)

  2. enable location sharing

Video tutorial: 


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</div>
</div>

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Quick menu introduction

Top menu:


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  1. 1 - Search field with speech recognition and call button: search for colleagues and contacts and perform quick actions from drop-down list: call, chat, send a fax/ Post-It etc:


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  1. 2 - Device selection: active device to place and answer calls using Collaboration

  2. 3 - More options: access to SMS / Fax / 30284160 /   Group chat dialog window: 


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  3. 4 - Video conference: create and manage videoconferences based on WebRTC. Read the Guide for the detailed description: /wiki/spaces/DOC/pages/30280852

  4. 5 - Other tabs of Collaboration:

    1. Colleagues: list of colleagues with presence status and geolocation  

    2. Function keys: monitoring / management of colleagues / features (same as BLF keys of phone)  

      Note

      Note: this menu becomes visible only if you have configured these keys in Settings -> Function keys.


    3. Messaging: active chat sessions

    4. 30284160: PBX shared and personal phonebooks

    5. History: history of calls (synced with other Wildix devices), faxes, notes

    6. Voicemail: access to Voicemail messages  

    7. Web CRM: allows opening of a web application inside Collaboration. Refer to the section 30284160 in Settings for more information.

      Note

      Note: this menu becomes visible only if you have configured it in Settings -> Personal -> Web CRM.


    8. 30284160: user settings, call features, feature keys settings and more

...

  1. Click on your current user status

  2. Select a different user status from the list of available ones: 


    Image Added

To add a status message:

  1. Click on your user status in the top menu
  2. Click Advanced
  3. Enter the status message into the field

  4. Click OK: 


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To set up Do Not Disturb (DND) / Away status:

  1. Click on available status
  2. Select DND (Do not disturb) or Away from the list
  3. Select Until date and time (“until” value is optional while setting Away/ DND status. If it is not defined, user status switches back to Available after one hour)

  4. Click OK: 


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Note

It is possible to disable/ enable call/ chat/ voicemail popup notifications when in DND: Collaboration Settings -> Chat/ Presence -> Show notifications in DND status.

...

Note

It is possible to set up the system to manage incoming calls based on your current user status (available, DND, away) and on call type (internal, external, whitelist, blacklist). See chapter: Call features.


Note

It is possible to add Custom statutes with predefined status message and duration period (read chapter Chat/ Presence). After you add them, they will be available for quick selection in the drop-down list in the menu of user status setting: 


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User picture

Users who have not set up their user picture, are displayed with initials (default avatar).

...

  1. Click on your user status in the top menu
  2. Click Advanced
  3. Click Edit picture
  4. Choose the File on your PC (the picture is loaded)
  5. Resize the picture (optional)

  6. Click Save: 


    Image Added


It is also possible to take a picture using a web camera, instead of loading it from PC:

  1. Click on the Camera button and take a picture of yourself

  2. Resize the picture if needed

  3. Click Save

Geolocation

You are prompted to enable location sharing in your browser permissions, upon your first login to Collaboration. Check your browser settings to enable / disable location sharing.

...

  1. Click on your user status in the top menu and select Advanced

  2. Click Set location

  3. Select Custom to set up your location manually: enter the address into the field or move the red indicator (otherwise select Auto detect to enable the browser to automatically detect your location)

  4. Click Save:


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Note

Note: Maps in Collaboration are available only via .*wildixin.com domain.


Video tutorial:

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Colleagues (roster)

...

Mouse over a colleague shows additional buttons with available actions (Call / Chat / Post-It / Call me back etc): 


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Edit colleagues list

...

1. Select Other in the top menu -> Edit Colleagues: 


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2. Select the colleagues (or work teams) that you want to add to your roster: 


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3. Click the Tick icon to save

...

Add colleagues via Search field:

  1. Find a colleague by name / number and click on + icon: 


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Delete colleagues via Colleagues tab:

  1. Mouse over a colleague, click on Options button (three dots) and select Remove 

  2. Or right-click on a colleague and select Remove: 


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User status icons explanation

...

To view additional information (extension, who is calling, status information, location):

  1. Go to the Colleagues tab and focus the mouse cursor on the colleague: 


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Same information can be consulted from Messaging / Feature keys tabs.

...

  • Mouse over a colleague, click on Options button (three dots) and select Set presence
  • Or right-click on a colleague and select Set presence

  • Proceed in the same way as you do for changing the personal user status: 


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Call intrusion (barging)

Note
Note: only users with certain permissions can do intrusion; to enable the option, the PBX admin must add ACL ability "Can" - "Intrusion".

...

  • Go to the Colleagues tab

  • Mouse over a colleague who has a ringing call, click on Options button (three dots) and select Pick up

  • Or right-click on a colleague and select Pick up 


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Video tutorial: 


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Map view of colleagues

It is possible to view all the colleagues who are connected to Wildix Collaboration and who have enabled location sharing in their browsers, on the geographical map.

...

  • Select Other from the top menu -> Map View. All colleagues who enabled location sharing are indicated on the map: 


    Image Added


    Note

    Note: Maps in Collaboration are available only via .*wildixin.com domain.


...

  • Сlick on a colleague’s geolocation in Messaging tab to open a geographical map where the geolocation of that user is indicated: 


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From Phonebook

  • Select a user and click Show on the map  to open a geographical map where the geolocation of that user is indicated:

...

Note

Note: to be be able to see the geolocation of a user in Phonebook, you need to add the address when creating/ editing the contact (refer to Create/ edit a contact chapter).


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Instant Messaging

Start a chat session

...

Messaging tab opens and you can start typing your message and use chat input options: 


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Use speech recognition: click the Microphone icon in the lower right section of the chat session window and start talking, the system transforms your speech into text.

Use emoticons: click on the Smiley icon in the lower right section of the chat session window to open the list of emoticons: 


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Note

Note: chat input options, except of emoticons, become hidden when you start typing your message.

...

  • Mouse over a user, click on Options button (three dots) and select Remove
  • Or right-click on a user and select Remove: 


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File transfer

Transfer of files up to 100Mb:

...

  1. Open a chat session with user

  2. Click on the Paperclip icon in the lower right section of the chat session window

  3. Choose file on your PC 


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Drag&Drop file transfer

During a chat session:

...

  1. Open a chat session with a user

  2. Click on More actions (three dots) button -> Screen


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  3. Screen sharing launches (screen sharing icon is displayed on the menu bar of your PC) and a red border around the screen indicates its start

  4. The other party must accept incoming screen sharing stream: 


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Viewers can see mouse movements/ pointer during screen sharing stream (available starting from Screen Sharing version 3.2.3).

...

When screen sharing is launched, the following notification is displayed: 


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  • Click Open Preferences Pane to access Security & Privacy tab
  • Click + to add the component to permissions
  • Select Wildix Screen Share from Application and click Open

...

  • Go to macOS System Preferences -> Security & Privacy -> Privacy

  • Select Screen Recording and check off Wildix Screen Share


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Start screen sharing during a call:

...

  • Start a screen sharing session
  • From the menu bar (macOS) / taskbar (Windows), click on Screen icon -> Apps and select which application to share:


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Enable remote control

Warning

Remote control is disabled by default starting from Screen Sharing version 3.1.3.

...

If you have extra monitors connected to your PC, you can select the monitor from the menu bar: 


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Screen sharing management

...

1. Select Other in the top menu -> Screen sharing manager: 


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2. You can see the viewers who are currently connected:

    1. Click X in front of the viewer to disconnect this user

    2. Click Stop to disconnect all users 


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Video tutorial:


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...

Warning

Limitations for cloud-stored group chats:

  • Not available for LifeTime/ Per Service PBXs
  • PBX must be accessible via public IP (or custom secure port)
  • Previous group chats will be removed after PBX reboot
  • Impossible to send files bigger than 100Mb
  • Impossible to add more than 100 users at once (you can split it for several times if there is a need to add more than 100 users to one group chat)
  • Not supported on Vision/ SuperVision phones


Create a chat room:

  1. Click on More options button -> choose + Group chat from the list: 


    Image Added


  2. Edit the conference title (optional)

  3. Add participants 

  4. Click the Tick icon to create a group chat


    Image Added


Participants receive conference invitation via chat.

...

  1. Add user: start typing a participant's name/ extension number in the field and click the Tick icon to confirm 

  2. Remove user: mouse over a participant and click on the x icon in front of the participant’s name  


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Close the group chat:

Only the group chat manager can close the chat.

...

  1. Click on Logout icon in the group chat management section

  2. Click OK to confirm 


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Post-It & Call me back

Post-It

...

  1. Click on + button in the top menu and select Post-It: 


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  1. To: select the Post-It recipient

...

  1. Input field: enter your text

  2. Send Post-It as SMS: option is available for Post-It to user and requires a GSM media gateway

  3. Normal / Important: select the color based on importance:

    1. Green (Post-It to user) / Yellow (personal reminder): normal

    2. Red: important

  4. Click the Paper plane icon to post a note 


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From Search field:

  1. Enter the colleague name / extension and select Post-It from the drop-down menu

...

  1. Select Other in the top menu -> Post-It History 


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It is possible to:

  1. show / hide any Post-It previously received from users or sent as personal reminders

  2. clear Post-It history

Call me back

From Search field:

  1. Enter the colleague name / extension and select Call me back from the drop-down menu

...

Call me back Post-It is displayed to the recipient: 


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Recipient can call back the sender by clicking on the green Handset button.

...

Select the active device for making and receiving calls in the top menu: 


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Note

Note: when selected device becomes unavailable, “Web phone” is automatically selected.

...

  1. Ring only active device enabled: only active device selected in the top menu of Collaboration rings (ringer is muted on other devices)

  2. Ring only active device disabled: all active devices ring


Demo video:


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...

“Any” option makes it possible to select the device by clicking on the green Handset button in the call dialog, the moment you receive an incoming call: 


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Outgoing calls

...

  1. Enter the name or number and select Call: [number] from the drop-down menu: 


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It is possible to use speech recognition for search: click on the Microphone icon (make sure the microphone is connected to your PC or your PC has a built-in microphone) and start talking, the system automatically transforms your speech into text.

...

In case you would like to call a number from your contacts:

  • Enter the name/ number/ company name and select a number you'd like to call: 


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From Colleagues:

  • Mouse over a colleague and click on the Handset icon 

  • Or mouse over a colleague, click on Options button (three dots) and select Call
  • Or right-click on a colleague and select Call 


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From Feature keys:

  • Mouse over a colleague and click on the Handset icon
  • Or mouse over a colleague, click on Options button (three dots) and select Call

  • Or right-click on a colleague and select Call 


    Image Added


From Messaging:

  • Click on the Handset icon in the upper right part of the chat session window
  • Or mouse over a colleague, click on Options button (three dots) and select Call
  • Or right-click on a colleague and select Call

...

  1. Right-click on an entry and select Call / Call the mobile 


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From Phonebook:

  1. Find a contact and click on the number you wish to call 


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  • Otherwise right-click on a contact from the right section of the screen and select Call 


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From Voicemail:

  • Right-click on an entry and select Call 

Answer a call

In case you have several devices registered to your account, you can decide whether all your devices must ring, or only the active one. See chapter: Active device for calls.

A call dialog window is displayed when there is an incoming call: 


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  1. To answer a call: click the green Handset icon

  2. To decline a call: click the Hang up (red) icon

  3. To forward a call without answering: click Arrow icon, select the contact to forward a call to (using search)/ or transfer a call to Voicemail: 


    Image Added


You can set up automatic call forwarding based on user status (available, DND, away) and call type (internal, external, whitelist, blacklist). See chapter: Features.

Call management

You can manage a call directly from call dialog window: 


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  1. 1 - Hang up

  2. 2 - Hold/ resume

  3. 3 - Transfer

  4. 4 - Call recording

  5. 5 - Dialpad / Send DTMFs

  6. 6 - Other (expanded): 


    Image Added


    Note

    If you have more than one webcam, you can change the active webcam for video streaming in your browser permissions.


  1. 7 - Add tags (See chapter: Setting tags)

  2. 8 - Add notes, not available for calls between colleagues (See chapter: Contact notes)

  3. 9 - Call quality (shown only in case of a single call)

  4. 10 - Hide/ display a call dialog window: 


    Image Added


  1. 11 - Mute/ unmute your microphone. Mute icon is crossed out by default (flashing when muted)

...

It is possible to swap between an active call and a call on hold by pressing the Hold icon (Hold icon is blinking in for the call which is currently on hold): 


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Switch active device during a call

...

  • Click Other -> Continuity  and select the device you want to continue the call on 

  • The call is automatically picked up on the selected device 


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  • To switch the device back to Web, dial Continuity Feature Code *5 (refer to Feature Codes Instruction for more information)

...

  1. During a call, click on the Transfer icon

  2. Enter the contact name/ number (user status and additional phone numbers are displayed)

  3. Click on the Envelope icon to transfer a call to Voicemail, the Handset icon for attended transfer and Arrow for blind transfer, in front of the number you wish to dial: 


    Image Added


Drag&Drop Call transfer

Drag the Caller Name from the call dialog window and drop it onto the desired user in Colleagues/  Messaging tab.

...

Video tutorials

Call transfer:

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Forward to Voicemail:

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https://wildix.wistia.com/medias/ec07tbkzn1


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Another video tutorial: Call transfer via BLF keys.

...

  1. When you have two calls, click Other -> Conference from one of the call dialogs to merge calls

  2. To invite more parties: make a new call and click Conference from the call dialog window: 


    Image Added


To close the conference, wait till other parties hang up. Otherwise, the conference manager receives an automatic callback after 5 seconds from each party who has not hung up.

...

Note
Note: if you were looking for chat conference in Collaboration, read more: Multiuser group chat.

Video tutorial:


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https://wildix.wistia.com/medias/wvj6o9wvjo


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For more information about Intercoms integration, check documentation in the section Doorphone integrations.

For the details of how to configure intercoms for sending video stream and adding an unlock button, check the online documentation: Intercoms integration with Wildix - Video before answer and Unlock button.

...

  1. Click Other -> Video from the call dialog: 


    Image Added

Start video call during chat:

  1. Video icon is available in the Messaging menu (upper right corner). By clicking Video, audio call is started automatically with video: 


    Image Added

Record a call

During a call click Call recording icon to start / stop call recording.

...

Call recordings are sent to a user via email and can be accessed later on via CDR-View and Collaboration -> History.

Video tutorial:

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Attendant Console

...

  1. Click Other from the top menu and select Open attendant console: 


    Image Added


Set up a shortcut to open Attendant Console:

...

Call management via soft keys:

  • When you have active calls, click on the quick buttons (Answer, Hangup, Hold, Transfer, Decline, Record) relative to each line to manage the call: 


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Call management via numeric keypad:

  1. Click Help to view the list of the hotkeys that allow you to manage calls via a numeric keypad: 


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Make a call

  1. Press +

  2. Enter the name / number (internal / external)/ organization (company) name into the search field

  3. Press Enter

If a contact has several phone numbers, use the arrow keys of your keyboard to select the right one: 

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Answer a call

  1. Press Enter to answer an incoming call in case you do not have active calls or your calls are on hold

...

  1. During a call make a new call to the recipient of call transfer

  2. Wait till the third party answers

  3. Press * and select the call using arrow buttons of your keyboard

  4. Press Enter to transfer the call 


    Image Added

Blind transfer

Transfer a call without consulting the recipient:

...

2. Choose Send fax from the list 


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3. Fill in the following information:

    1. Fax number: enter the fax recipient name / number (it is possible to enter multiple numbers separated by comma)

    2. Fax file: choose file on your PC

    3. Faxcover: check the box to include the fax cover and edit fax cover settings (See chapter: Fax Server)

    4. Postpone delivery: tick the box and select the date to schedule fax sending (optional)

4. Click on the Paper plane icon to send a fax: 


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Note

Notes:

  1. fax delivery status is notified via email

  2. history of faxes can be consulted in Collaboration -> History (see Chapter Download faxes and call recordings)

...

2. Choose Send SMS from the list 


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3. Fill in the following information:

...

4. Click the Paper plane icon to send SMS: 


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From Search field:

...

    1. Press Answer or Reject directly

Video tutorial: 

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  1. E-mail: used for email notifications about new Voicemails, missed calls, unread chat messages, call recordings, fax reports etc

...

  1. Open attendant console: shortcut to open Attendant Console

  1. Web CRM: integration with Web applications allows opening of a web application inside Collaboration (integration information for web developers: https://github.com/Wildix/WebCRM). The embedded CRM can receive events (new call) and request actions (generate call).

    Note

    Note: The WebCRM must support being opened from an iframe.


...

  1. Click on the Pencil icon In Collaboration Settings -> Personal, near “Two factor authentication”
  2. Select one of options: SMS to/ E-mail to and click SEND CODE 

  3. After receiving the code to your mobile phone/ email, enter the 6-digit code into Collaboration and your password for access to Collaboration: 


    Image Added


  4. Click OK

The next time you login, you are required to enter a code sent to your mobile number/ email after you provide your login and password for access to Collaboration: 


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Note

The feature is also supported by Vision/ SuperVision and WP600A(CG) starting from version 2.9.98.

...

  • Download an external application to your smartphone that generates one-time passwords
  • Click on the Pencil icon In Collaboration Settings -> Personal, near “Two factor authentication”
  • Open the external application and scan the barcode using your smartphone
  • Enter the 6-digit code generated by the application into Collaboration and your password for access to Collaboration: 


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  • 5. Click OK

The next time you login, you are required to enter a code generated by this application after you provide your login and password for access to Collaboration: 


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Open the application on your smartphone, generate a code and enter it on Collaboration side to complete the login.

Note
Note: in case you use your device (your smartphone), refer to your PBX admin to disable 2FA and create a new password for access to Collaboration.


Demo video: 

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Call features

...

Go to Collaboration Settings -> Features: 


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The upper menu (internal / external / blacklist / whitelist) allows you to set up call features for different call types.

...

  1. Activate class: activated by default for internal call type and Available user status

  2. Call reject: if enabled, you do not receive incoming calls

  3. Call Forward Busy: enable the option and enter the number into the field or select VOICEMAIL to enable call forwarding when busy on the phone

    Note
    Note: you can start entering a contact name into the field to view all the contacts matching your search; click on one of the phone numbers displayed below the contact.


    Image Added


  1. Call Forward No Answer: enable the option and enter the number into the field or select VOICEMAIL to enable call forwarding in case of no answer

  2. Call Forward All: enable the option and enter the number into the field or select VOICEMAIL to enable the forwarding of all the incoming calls

  3. Call waiting: if enabled, you receive more than one call at a time

  4. Call timeout: if enabled, the incoming call is terminated in case there is no answer within a specified timeout

  5. Enable mobility with timeout: if enabled, you receive incoming calls also to your Mobility extension number (mobile number) after the specified timeout; mobile number must be configured in Collaboration Settings -> 30284160

  6. Mobility confirmation: if enabled, the user is notified on who the caller is when he receives the call on mobility extension number

  7. Missed calls notification via email / via SMS: enable to receive missed calls notifications

  8. Custom ring: select the ringtone for WP4X0, WorkForce, WelcomeConsole and Collaboration

Video tutorials

Call features:


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https://wildix.wistia.com/medias/jzr33s5c78


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Call features based on user status, call type: 

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Function keys
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function-keys
function-keys

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To add Function (BLF) keys:

  • Select the Function key from the list and click + 


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Change the order of BLF keys:

...

  1. Select Exp module from the list

  2. Click +

  3. Move those BLF keys that you would like to monitor from the Expansion module to the corresponding section of the table (Exp. module 1)

  4. In the same way you can add more expansion modules


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The following additional options Collaboration -> Function keys and on WP4X0, WorkForce and WelcomeConsole are available for BLF keys Colleague, Call group, Speed Dial, Park Location:

  1. View calls (eye icon): when enabled, there is a visual notification with caller information, you can press BLF to pick up

  2. Audio notification (speaker icon): when enabled, a beep is played when there is an incoming call

  3. Direct transfer (arrow icon): when enabled, pressing the BLF key during a call performs a blind transfer 


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Demo video (Call Transfer via BLF keys): 

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blftransfervideo

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https://wildix.wistia.com/medias/dvvo4eoyk6


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List of function keys:

...

Warning

In case you are using Call groups or Pickup groups feature (this feature can be enabled only by the system administrator in WMS; feature is enabled when at least one value is present in "Call groups"/ "Pickup groups" field in WMS → Users → Edit preferences → Settings): BLF "Group pick up" does not work.

Instead of the BLF, you can use the BLF "Speed dial" and indicate 88*<call_group_name>:


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In this scenario, 88 is Pickup Feature Code, while <call_group_name> is the value (call group name, e.g. "sales"), specified in the field "Call group" in the preferences of one or more users in WMS, and the same value ("sales") must be specified in the field "Pickup groups" in WMS, in the preferences of the user who picks up the call of this Call group. 

...

  • Press to access shared voicemail of another user. Supported on WP480G/WP490G 2017, WorkForce, WelcomeConsole. Consult Shared voicemail feature for detailed information 

Fax Server

Fax cover settings:

  1. Company logo: choose the file on your PC

  2. Company: company name

  3. Fax machine id: ID of the local fax machine (default value: Fax Server)

  4. Fax header: fax header to identify the fax source (default value: Wildix PBX)

Chat/ Presence

  • Notify unread messages via email: enable / disable email notifications about new chat messages (disabled by default)

  • Show notifications in DND status: enable / disable chat / call popup notifications in DND status

  • Auto away status: if enabled, your status automatically switches to “away” after minutes of inactivity on local PC, specified in the field next to the checkbox

  • Custom statutes: you can add custom DND / Away user statuses with predefined duration period and status message; custom statuses added in this menu appear then for selection in the menu of user status setting. To add a custom DND / Away status, proceed as follows:

    1. Click on “away”: you can select to add a custom duration period for “away” or for “DND”

    2. Add a status message that will be visible for other users (optional)


      Image Added

    1. Select the duration period for this status (if you don't need duration, disable the switch next to the time duration)

    2. Click on the + icon to add a new custom status 

    3. Click Save

    4. Click on your user status: now this custom status is available for quick selection under Away or DND status: 


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Video tutorial:

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https://wildix.wistia.com/medias/h03vgatg05


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Contact center

Users can dynamically log into Call groups from Collaboration Settings -> Contact center.

For more information, refer to Call distribution in Call groups instruction, Contact center chapter.

Web Phone

Note

Supported only in Chrome and Firefox browsers.

...

  1. Speakers: select audio device for speakers (not supported in Firefox)

  2. Ringing: select audio device for ringtone playback (not supported in Firefox)

  3. Microphone: select audio device for microphone

  4. Video: select video camera for video calls

  5. DSCP QoS (off by default): enable/ disable DSCP QoS parameter which depends on the value selected in WMS Settings -> PBX -> SIP-RTP 

  6. Auto adjust mic: check the box for auto adjustment of microphone level

  7. Autostart: uncheck the box if you wish to disable Web phone from the list of active devices (in case you have other devices registered to your account)

  8. Echo test: click the button to perform an echo test

  9. Enable direct-rtp (experimental): enable/ disable the feature to allow RTP streams to be passed directly between devices. Additional information can be found in How to set DSCP QoS for Wildix devices and Web Phone (the feature is removed starting from WMS version 4.02.44497.40)

Extensions

Extensions and plugins that can be downloaded and installed on PC:

  1. Browser Extension (Chrome browser only): adds a shortcut for quick access to Collaboration from Chrome toolbar (click W icon to show the browser tab where Collaboration is running / to open Collaboration in the web browser in case it’s not running) and click2call (right-click on a phone number or a link on a web page and select Call) 


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It is also possible to use the W icon to open Collaboration as a standalone application; download the Chrome extension: https://chrome.google.com/webstore/detail/wildix-collaboration/lobgohpoobpijgfegnlhdnppegdbomkn

...

  1. Integration service (WiService): this component is required by CDR-View, Popup App and adds support for additional features (separate documentation about WIService):

    1. Mac OS X: call generation by clicking on a web page link containing a phone number (support of “sip:”, “wildix:” URI)

    2. Mac OS X: call generation by right-clicking on a phone number and selecting Call with Wildix PBX:  


      Image Added
    3. Windows: URI support; call via shortcut (Dialing hot key, configured in Collaboration Settings -> Personal) Note: WiService for Windows requires .NET Framework v.4.0 

...

  1. Screen sharing component: install the component to share your desktop and provide remote access to your desktop

See chapter: Screen Sharing and remote control

  1. Headset integration: adds support for remote call answer / hangup and volume control from headset via USB connector on Mac OS X / Windows

Also adds support for Kuando Busylight (https://www.wildix.com/portfolios/kuando-busylight/)

Warning
Important: headset integration component is not compatible with SfB (skype for business).


Warning
Important: if you are using a Wildix compatible third-party headset (Jabra, Plantronics, Sennheiser), uninstall the software provided by the third-party vendor and use Wildix Headset integration.
  • Outlook Integration (Windows only): adds support for Calendar Sync, Presence, click2call, IM, call popup from Outlook

...

Create/ edit a contact

Note

Note: only users with certain permissions can modify public phonebooks; to enable the option, the PBX admin must add ACL ability "Can" - "Modify public phonebook".


Go to Collaboration -> Phonebook:

...

  1. Type of contact (internal / external / whitelist / blacklist): in case contact type is defined, the rules of call features selected in Collaboration Settings -> Features is applied for calls from this contact (it is also possible to define rules for call routing based on call type in WMS -> Dialplan)

  2. Custom ring: it is possible to select a custom ringtone for the contact

  3. Notes: notes entered here are visible and can be edited by other PBX users


    Warning
    Important: these notes can be consulted only from Phonebook; for contact notes that can be displayed and added to contact during a call, see chapter: Contact notes.


    3. Click on the Tick icon (Save): 


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Add/ edit contact during a call:

  1. Click on the Contact name/ number during a call to edit the contact (if it exists) or create a new one: 


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Add a new contact before making a call:

  1. Enter a number into the search field

  2. Select Add contact from the drop down menu

  3. Add a new contact 


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Add a new contact after a call:

  1. Go to Collaboration -> History

  2. Right click on the number and select Add contact

  3. Add a new contact 


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Delete a contact:

  1. Go to Collaboration -> Phonebook

  2. Find the contact using Search

  3. Click - in the upper left section to delete the contact and click OK to confirm (otherwise click x to close the window) 


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Otherwise right-click on a contact and select Remove: 


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Edit a contact:

  1. Go to Collaboration -> Phonebook

  2. Find the contact using Search

  3. Click the Pencil icon (Edit) to edit the contact

  4. Edit the fields

  5. Click the Tick icon (Save) to save the changes: 


    Image Added


Personal phonebook 

Note

Personal phonebooks are used only for outgoing calls and not designed for CID lookup during incoming calls.

...

  1. Go to Collaboration -> Phonebook

  2. Click on All in the upper left section, then click on Edit phonebooks: 


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Add a personal phonebook:

  1. Click +

  2. Enter the name of the phonebook and click on the Tick icon to confirm

  3. Now you can proceed with adding contacts 


    Image Added


Delete a personal phonebook:

  1. Select a phonebook

  2. Click -

  3. Click OK to confirm (otherwise click x to close the window): 


    Image Added


Edit the name of the personal phonebook:

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During a call:

  1. Click the Notes icon


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From Phonebook:

  1. Right-click on a contact from the left section of the screen and select Notes

  2. Write notes and click Add 


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Delete option is available only for notes added by you.

...

  1. Click on the date

  2. Select a certain date

  3. Click Apply: 


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Calls / faxes history 
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history
history

...

  1. Filter the events by contact name / number: 


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  • Filter by incoming / outgoing / missed calls / fax in / fax out / archived events: 


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  • Filter by date (only the events that took place up to the date selected are displayed): 


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For detailed analysis of call activity of users and groups, click CDR-View (read the guide CDR-View – User Guide).

...

Delete / archive events

To archive an event:

  1. Right-click on an entry and select Archive 


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To recover an archived event:

  1. Filter events by Archived 
  2. Right-click on an entry

  3. Select Recover 


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To delete an event:

Note
Note: only users with certain permissions can delete events; to enable the option, the PBX admin must add ACL ability "Can" - "Delete calls".

...

Note
Note: deleted events cannot be recovered.

Download faxes and call recordings

Faxes / fax reports can be downloaded by clicking on PDF icon: 


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Call recordings can be downloaded by clicking on the audio file icon: 


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At the moment it is not possible to filter calls containing call recording. In case a call contains a call recording file, the audio file icon is displayed for this entry in Collaboration -> History.

...

  1. Go to Collaboration -> History

  2. Right-click on an entry

  3. Select Tags

  4. Tick off the tags that you wish to set for this entry: 


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Set tags during a call

  1. Click Tags icon

  2. Tick off the tags that you wish to set for this call: 


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Voicemails

Note

Note: Detailed information about Voicemail Service: Voicemail.

...

Listen to Voicemails

  • Click the Download icon: 


    Image Added


Mark Voicemail as read

  1. Select one or multiple Voicemails

  2. Click Mark as read icon in the upper part of the screen/ Right-click on selected entry/ entries and click Mark as read

...

  1. Select one or multiple Voicemails

  2. Click Remove icon in the upper part of the screen/ Right-click on selected entry/ entries and click Remove: 


    Image Added


Note
Note: you can also listen to your Voicemails by dialing the Voicemail Feature Code (81); it is not currently possible to configure your welcome message from Collaboration: dial the Feature Code and follow the audio instructions (press 0 and then press 1 / 2 / 3 to record your Unavailable / Busy message and your name).
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