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WiIdix Integrations Changelog: new features, improvements and fixes for Wildix Integrations with third-party software products and web applications: Salesforce, Citrix, Infusionsoft, Zoho etc Integrations webpage: https://www.wildix.com/integrations/ Other changelogs: https://www.wildix.com/new-releases-and-updates/ Link for sharing: https://wildix.atlassian.net/wiki/x/2h7OAQ |
Salesforce Integration v. 1.40 Date: 28.08.2024
Fix
[WMS-20599] - int: fixed an occasional issue in which users were repeatedly logged out of the integration
Documentation: Salesforce Lightning Integration - User Guide - English, Salesforce Classic Integration - User Guide - English
Outlook integration Date: 22.08.2024
Fix
[WMS-20839] - int: fixed an issue with Outlook integration in which calendar sync and contact search didn’t work correctly in some cases
Note: The fix is available with WIService v. 3.18.4
Documentation: What is WIService, Outlook integration for Microsoft Windows
Salesforce Opportunity Integration Date: 31.07.2024
Improvement
[IT-1575] - int: added possibility to track tasks from the Activity tab in Salesforce via Salesforce Opportunity integration in x-bees, as well as add and edit tasks and change task status
Documentation will be updated soon: Salesforce Opportunity Integration in x-bees
teams4Wildix Integration Date: 29.07.2024
Improvements
[WMS-20733] - wim: improved the logic so that user status on PBX is not changed in case status in MS Teams automatically changes to offline after some idle time
Salesforce Integration v. 1.39 Date: 04.07.2024
Fix
[WMS-20484] - int: fixed a rare issue with Salesforce integration, in which Collaboration plugin crashed in some environments
Documentation: Salesforce Lightning Integration - User Guide - English, Salesforce Classic Integration - User Guide - English
Outlook integration Date: 28.06.2024
Fix
[WMS-20172] - int: fixed an issue in which it wasn’t possible to select calendars for sync in Outlook integration
Note: The fix is available starting from WIService v. 3.18.1.
Documentation: What is WIService, Outlook integration for Microsoft Windows
Zoho Integration Date: 28.05.2024
Fix
[WMS-19834] - wms: fixed an occasional issue with Zoho integration in which after enabling the integration, the Click-to-call feature was not available for some users
To apply the fix, the integration needs to be reinstalled.
Documentation: Zoho CRM integration with Wildix PBX, Zoho Bigin integration with Wildix PBX
Microsoft 365 Integration Date: 24.05.2024
Fix
[WMS-20009] - wim: fixed an issue with Microsoft 365 Integration with x-bees in which Meeting Scheduler didn’t work if user’s email contained uppercase letters
Documentation: x-bees Meeting Scheduler
Salesforce Integration v. 1.38 Date: 17.05.2024
Fix
[WMS-19813] - int: improved the login logic in Salesforce Lightning and Salesforce Classic integrations by adding notification in case of a CORS error, which requests to check if Salesforce Custom Domain is whitelisted in WMS and provides a button to copy the Custom Domain in one click
Documentation: Salesforce Lightning Integration - User Guide - English, Salesforce Classic Integration - User Guide - English
teams4Wildix Integration Date: 02.05.2024
Fix
[WMS-19595] - col: fixed an issue with Microsoft Presence Sync integration in which user presence changed to available when call duration was longer than 15 minutes
Documentation: teams4Wildix - integration of Microsoft Teams with Wildix PBX - Documentation
HubSpot and Salesforce Integrations in x-bees Date: 25.04.2024
Improvements
[WMS-19601] - int: made some performance and synchronisation improvements to Salesforce Auto Logging integration
Documentation: Salesforce Integration with x-bees
[WMS-19887] - int: improved the logic in HubSpot integration to avoid an issue when an unanswered call was logged as an answered one if there was a voicemail
According to the updated logic, all outgoing calls that are less than 15 seconds are logged as unanswered.
Documentation: HubSpot Integration with x-bees
teams4Wildix Integration Date: 10.04.2024
Improvements
[WMS-19103] - wim: improved the installation process of Microsoft Teams Presence integration
- In WMS -> PBX -> Integrations -> Cloud Integrations, after clicking Install the integration, the status now changes first to Installing and only after the installation is complete, the status is changed to Installed.
- Added Warning and Broken statuses, displayed in Microsoft Teams Presence section on the Cloud Integrations tab in case of any issues with synchronisation (Warning status), or if the integration stopped working for some reason (Broken). Broken status is also displayed in case of an attempt to install integration with an account which is already used.
[WMS-19614] - wim: added possibility to disable presence sync between Wildix PBX and Microsoft Teams for agents who use phones only, which helps to avoid an issue when user status was displayed as Away when only phone was used
How-to: Custom extensionAttribute “sipOnly” should be set in users Microsoft Account.
HubSpot and Salesforce Integrations in x-bees Date: 29.03.2024
Fix
[WMS-19498] - int: fixed an issue in which owner was incorrectly assigned in HubSpot and Salesforce Integrations in some cases
Salesforce Integration v. 1.37 Date: 22.03.2024
Fix
[WMS-19567] - int: fixed an issue with Salesforce Lightning integration in which any unsaved data (e.g. text of an email, etc.) was lost upon receiving an incoming call
Documentation: Salesforce Lightning Integration - User Guide - English
Zoho Integration Date: 18.03.2024
Fix
[WMS-19076] - int: fixed an issue, in which after ending a call in Zoho integration, “Dialed number is busy” notification was displayed
Note: The fix is supported starting from WMS 6.06.20240315.1
Documentation: Zoho CRM integration with Wildix PBX
Salesforce integration v. 1.36 Date: 06.03.2024
Improvement
[WMS-18543] - int: made updates to Salesforce integration in the view of Google Chrome ending support of third-party cookies
Important:
With the current update, it is necessary to go to WMS -> PBX -> Integrations -> Cloud integrations and enable the “Salesforce Telephony” integration. Otherwise, users will not be able to log in to the Salesforce integration after the update. For instructions and more details, check the documentation (see the section “Enable Salesforce Telephony in WMS”):
- Salesforce Lightning Integration - User Guide - English
- Salesforce Classic Integration - User Guide - English
Fix
[WMS-18925] - int: fixed an issue with Salesforce Lightning Integration in which outgoing calls were logged as incoming
Webhook integration Date: 21.02.2024
New Feature
[WMS-19099] - wim: updated Webhook integration by adding possibility to enable User presence events sending
For details and instructions, see documentation: How to set up Webhook integration
Outlook integration Date: 16.02.2024
Improvement
[WMS-18755] - int: removed the option Use HTTP from the “Outlook to PBX synchronization” window in Outlook integration, which made it impossible to connect to the PBX unless HTTP was manually deactivated
Note: The improvement is available with the updated Outlook contacts Import app, which you can download in the documentation: Outlook integration for Microsoft Windows
Outlook integration Date: 06.02.2024
Fix
[WMS-19128] - int: fixed an issue with Outlook integration in which contact name during a call was displayed incorrectly due to Outlook contact lookup overwriting internal extension number
Note: The fix is available starting from WIService v. 3.17.6
Documentation: What is WIService, Outlook integration for Microsoft Windows
Outlook Integration Date: 01.02.2024
Fixes
[WMS-17813] - int: fixed an issue in which caller name lookup via Outlook Integration stopped working and caller number was displayed instead of the caller name
[WMS-18003 ] - int: fixed an issue in which new draft emails were generated after enabling Outlook integration
Note: The fixes are available starting from WIService v. 3.17.4
Documentation: What is WIService, Outlook integration for Microsoft Windows
HubSpot Integration 3.0.8 Date: 29.01.2024
Fix
[WMS-18612] - int: fixed an issue with HubSpot integration in which incoming group call was logged multiple times, for every user with the call ringing
Limitation: The first agent in the call group queue should be logged into HubSpot integration, as any missed calls are logged to HubSpot on behalf of the agent who is first in the call group queue. If the agent is not logged in, the missed call may not be recorded in HubSpot.
Documentation: HubSpot Integration - User Guide - English
HubSpot Integration 3.0.7 Date: 15.01.2024
Fix
[WMS-18298] - int: fixed an issue in which outgoing calls placed from Deals and Tickets pages in HubSpot didn’t appear on the Calls tab
Documentation: HubSpot Integration - User Guide - English
teams4Wildix Integration Date: 04.01.2024
Fix
[WMS-18502] - wim: fixed an issue in which it was impossible to install MS Teams Presence integration due to an authorization error
teams4Wildix Integration Date: 02.01.2024
New Feature
[WMS-16922] - wda: added possibility to sync user presence status from Collaboration / x-bees to Microsoft Teams
Notes:
- PBX should be updated to WMS v. 6.05.20231229.4 or higher
- Cloud Analytics should be activated in WMS -> PBX -> Features
- Any other calendar integrations (Google Calendar or Microsoft 365) should be deactivated, otherwise Microsoft Teams presence sync won't work
- Important: If you have previously activated Microsoft Teams Presence, you need to reactivate it for 2-way presence sync
How-to:
- Go to WMS -> PBX -> Integrations -> Cloud integrations
- Click Microsoft Teams Presence
- Click Install and log in to your Microsoft account
- Once your user status is changed in Collaboration/ x-bees, it is automatically aligned in Microsoft Teams
Documentation: teams4Wildix - integration of Microsoft Teams with Wildix PBX - Documentation.
Salesforce Integration Date: 22.12.2023
Improvements
[WMS-17643] - wim: released a new version of Salesforce integration with x-bees
- The integration is available in WMS -> PBX -> Integrations -> x-bees tab -> Salesforce Automation and performs logging of calls and meetings between PBX users and Salesforce contacts. If you enable the new integration, the logging is performed via the new integration.
- Note: Starting from WMS 6.05.20231110.2, x-bees tab in WMS -> PBX -> Integrations is renamed into Cloud integrations.
Important: At the current development stage, it is not recommended to disable the old version of Salesforce integration yet, as part of the current functionality (e.g. the display of Salesforce contact information on the Info frame in x-bees) may become unavailable.
Documentation: Salesforce Integration with x-bees
[WMS-18677] - wim: added possibility to install HubSpot Automation and Salesforce Automation integrations on PBX with Collaboration licenses
The integrations perform logging of Collaboration calls and conferences performed to HubSpot or Salesforce, saving the call or meeting record on the relevant contact page in the corresponding CRM.
Salesforce Lightning Integration v. 1.35.0 Date: 20.12.2023
Fix
[WMS-18141] - int: fixed an issue in which calls were not saved in the Activity section of the relevant contact in Salesforce in some cases
Documentation: Salesforce Lightning Integration - User Guide - English
HubSpot Integration 3.0.6 Date: 13.12.2023
Fix
[WMS-18412] - int: fixed an issue in which there was a notification asking for confirmation to leave the page when user wanted to open another tab or another section on the HubSpot page after completing a call
Limitation: In case the option “Hide the popup after the call is completed” is enabled in Settings, which automatically hides Wildix widget, you may face the notification confirming to leave the page if you proceed to another tab or another section in HubSpot in less than 1-2 seconds after completing the call.
Documentation: HubSpot Integration - User Guide - English
Salesforce Lightning Integration v. 1.33.0 Date: 07.12.2023
Improvements
[WMS-18051] - int: added possibility to generate DTMF during a call from Salesforce Wildix integration
[WMS-18203] - int: improved the logic so that when opening contact details, they are opened in the same Salesforce page rather than in a new browser tab
Documentation: Salesforce Lightning Integration - User Guide - English
Outlook integration Date: 28.11.2023
Improvement
[WMS-18517] - int: fixed an issue in which incorrect error message (“Unsupported PBX version” instead of “Collaboration not connected”) was displayed when creating a conference in Outlook Integration, when Collaboration was not connected
Note: The fix is available starting from WIService v. 3.16.8.
Documentation: What is WIService, Outlook integration for Microsoft Windows
Salesforce Integration Date: 24.11.2023
Fix
[WMS-18547] - int: fixed an issue in which Hold button didn’t work in Salesforce integration in case x-bees Web was selected as an active device
Note: The fix is supported starting from WMS 6.05.20231121.1.
Documentation: Salesforce Lightning Integration - User Guide - English
HubSpot Integration Date: 24.11.2023
Improvement
[WMS-17641] - wim: released a new version of HubSpot integration with x-bees (currently in Beta)
The integration is available in WMS -> PBX -> Integrations -> x-bees -> HubSpot Automation and performs logging of calls and meetings between PBX users and HubSpot contacts. If you enable the new integration, the logging is performed via the new integration.
Important: At the current development stage, it is not recommended to disable the old version of HubSpot integration yet, as part of the current functionality (e.g. the display of HubSpot contact information on the Info frame in x-bees) may become unavailable.
Documentation: How to Set Up HubSpot Integration
HubSpot Integration 3.0.5 Date: 23.10.2023
Fix
[WMS-18043] - int: fixed an issue in which some calls were not saved on the Activity and Call tabs in HubSpot and there were occasional pop-ups requesting to reinstall the application
Documentation: HubSpot Integration - User Guide - English
teams4Wildix Integration Date: 03.10.2023
Fix
[WMS-18085] - wim: fixed an rare issue in which Microsoft Teams presence sync didn’t work if user’s email contained capital letters
Documentation: teams4Wildix - integration of Microsoft Teams with Wildix PBX - Documentation
HubSpot Integration 3.0.4 Date: 14.09.2023
Fixes
[WMS-17535] - int: fixed an issue in which outgoing call from x-bees and Collaboration was displayed as inbound in HubSpot
[WMS-17656] - int: fixed an issue in which instead of the name, extension of the caller was displayed in call history on the Activity tab in HubSpot
Note: You need to relogin to HubSpot after the update.
Documentation: HubSpot Integration - User Guide - English
Webhook integration Date: 01.09.2023
New Feature
[WMS-17373] - wda: added possibility to configure Webhook integration with third-party web applications and services for sending call related events
For instructions, see documentation: How to set up Webhook integration
Salesforce Lightning Integration v. 1.32.0 Date: 28.08.2023
Fix
[WMS-17747] - int: fixed an issue in which it wasn’t possible to create a contact without email in Salesforce Lightning integration
Documentation: Salesforce Lightning Integration - User Guide - English
HubSpot Integration 3.0.2 Date: 11.08.2023
Fix
[WMS-17634] - int: fixed an issue in which a call to a contact was not saved to Activity in HubSpot integration in case the phone number included spaces
Documentation: HubSpot Integration - User Guide - English
Datto Autotask Integration Date: 31.07.2023
Fix
[WMS-17683] - int: fixed an issue of Datto Autotask integration not connecting because *.wildixin.com could not be allowed in WIService
Note: The fix is supported starting from WIService v. 3.15.4.
Documentation: What is WIService, How to set up Wildix integration with Datto Autotask
Salesforce Lightning Integration v. 1.31.0 Date: 27.07.2022
Fix
[WMS-17618] - int: fixed a rare issue in which there was an error displaying call history in Salesforce Lightning integration
Documentation: Salesforce Lightning Integration - User Guide - English
HubSpot Integration 3.0.1 Date: 27.07.2023
Improvement
[WMS-17541] - int: made some performance improvements to avoid an issue when calls were not displayed on the Activity tab in some cases if there were multiple HubSpot tabs open
Documentation: HubSpot Integration - User Guide - English
teams4Wildix Integration Date: 11.07.2023
Fix
[WMS-17452] - int: fixed PBX domain validation issue in teams4Wildix integration by adding possibility to a) enter custom PBX domain, that may contain numbers and hyphen; b) use different ports to connect, e.g. :8888
Documentation: teams4Wildix - integration of Microsoft Teams with Wildix PBX - Documentation
HubSpot Integration v 3.0.0 Date: 03.07.2023
Improvement
[WMS-16767] - int: made some improvements to HubSpot integration which include:
Added compatibility with x-bees
Added OAuth 2.0 authorization to provide a more secure authentication mechanism
Users who already use the integration need to re-connect with OAuth 2.0 Application ID
Consult HubSpot Integration User Guide for details.
teams4Wildix Integration Date: 18.05.2023
New Feature
[WMS-16406] - wda: added possibility to sync user presence status from Microsoft Teams to Collaboration / x-bees
How-to:
- Go to WMS -> PBX -> Integrations
- Proceed to the Calendars tab (or to x-bees tab in case of a PBX with x-bees licence)
- Click Microsoft Teams Presence
- Click Install
- Log in to your Microsoft account
Note:
- Presence sync with Microsoft Teams is part of teams4Wildix integration which requires CLASSOUND license.
- Currently, the sync is performed in one way, from Microsoft Teams to Collaboration / x-bees. User status sync from Collaboration / x-bees to Microsoft Teams is not supported.
- Make sure you don’t have any calendar integrations (Google Calendar or Microsoft 365) enabled, otherwise Microsoft Teams presence sync won't work.
Documentation: teams4Wildix - integration of Microsoft Teams with Wildix PBX - Documentation
Datto Autotask Integration Date: 15.02.2023
Improvement
[WMS-15346] - int: made some improvements to Datto Autotask integration which include:
...
Datto Autotask Integration Date: 23.09.2022
Improvement
[WMS-15117] - int: added the Domain field to Wildix ClickToCall extension -> Datto API variables screen, which allows to indicate any Datto Autotask domain when configuring the integration
...
Datev Integration v 1.1.16 Date: 09.09.2022
Improvement
[WMS-14688] - int: added support of TLS 1.2 on Datev integration, which fixes Datev connection issues
...
Salesforce Lightning Integration v. 1.28.0 Date: 07.07.2022
Improvement
[WMS-14401] - int: added two additional fields (“Account” and “Record type”) when creating Contact in Salesforce integration
...
SAP Business One Integration Update
Fix
[WMS-14104] - int: fixed an issue with adding a new contact in SAP Business One integration, in which symbol "+" and first digit of the phone number were cut off in the contact form
...
HubSpot Integration Date: 08.06.2022
Fix
[WMS-14326] - int: fixed an issue in which after making a call to a contact in HubSpot integration via “Make a phone call” button, the further outgoing call via Collaboration dropped if user clicked on some menu on a contact page in HubSpot integration
teams4Wildix Integration Date: 03.06.2022
Fix
[WMS-14211] - int: fixed an issue in which it was impossible to use teams4Wildix integration if PBX domain name contained a dash (-)
...
HubSpot Integration Date: 17.05.2022
Improvement
[WMS-13997] - int: added support of multiple HubSpot integration tabs, allowing to make calls via Wildix from any of the HubSpot tabs
HubSpot Integration Date: 03.05.2022
Fix
[WMS-13906] - int: fixed some issues, including an error message asking to reinstall the app when user was making a call
...
teams4Wildix Integration Date: 28.01.2022
Fix
[WMS-12777] - sys: fixed occasional one-way audio issue during calls from Microsoft Teams to Wildix devices, leaving PCMA codec as a default one and allowing to edit the list of codecs via teams4Wildix portal
...
Salesforce Lightning Integration v 1.27.0 Date: 17.01.2022
Fix
[WMS-12824] - int: fixed an issue in which it wasn’t possible to make outgoing calls via Dialpad or load History
...
Zoho Integration Date: 20.09.2021
Fix
[WMS-12129] - sys: recovered PhoneBridge public key to fix an issue in which Zoho integration didn’t work on some PBXs
Documentation: Zoho Products CRM integration with Wildix PBX
Datev Integration v 1.1.15 Date: 06.08.2021
Fix
[WMS-11247] - int: fixed an issue with outgoing call duration missing if a call was placed via Datev
...
Salesforce Lightning Integration v 1.26.0 Date: 17.06.2021
Fix
[WMS-11303] - int: fixed an issue with impossibility to log a call activity of a user in Activity tab
Salesforce Lightning Integration v 1.25.0 Date: 21.04.2021
Improvement
[WMS-10811] - int: added Call History option for Lightening version
Salesforce Integration v 1.24.0 Date: 25.03.2021
Fix
[WMS-10830] - int: fixed an issue with Contact name being not displayed if a phone number contained special characters in Lightning and Classic versions
Salesforce Integration v 1.23.0 Date: 25.03.2021
...
Salesforce Integration v 1.22.0 Date: 23.02.2021
Improvement
[WMS-10542] - app: added a call duration timer to a call dialog window in Lightning and Classic versions
Fix
[WMS-10468] - app: fixed an issue in which a call dialog window disappeared after attended transfer in Lightning and Classic versions