VoIP corrections

docs/extensions/voip-integration/3cx-integration-setup.md

@@ -4,7 +4,7 @@
 
 ## How to setup 3CX Integration for an administrator
 
-Fill in the connection details of your 3CX server. To do this, go to the Administration (System panel) -> VoIP · 3cx.
+Fill in the connection details of your 3CX server. To do this, go to the Administration (System panel) > Integrations > VoIP · 3cx.
 
 ![3CX integration config](../../_static/images/extensions/voip-integration/3cx-admin-setup.png)
 

docs/extensions/voip-integration/asterisk-integration-setup.md

@@ -22,7 +22,7 @@ VoIP Integration extension supports* the following Asterisk servers:
 ## How to setup Asterisk Integration for an administrator
 
 #### Step 1:
-Fill in the connection details of your Asterisk server. To do this, go to the Administration (System panel) > VoIP » Asterisk AMI.
+Fill in the connection details of your Asterisk server. To do this, go to the Administration (System panel) > Integrations > VoIP · Asterisk AMI.
 
 ![Asterisk integration config](../../_static/images/extensions/voip-integration/asterisk-admin-setup.png)
 
@@ -31,7 +31,6 @@ Fill in the connection details of your Asterisk server. To do this, go to the Ad
 * **Port** – a port for connection through AMI interface.
 * **Username** – AMI username.
 * **Password** – AMI user password.
-* **Version of the Asterisk server** – a version of your Asterisk server.
 * **Protocol** – protocol for connection to Asterisk server (TCP, UDP, TLS).
 * **Dialout Channel** – channel format for outgoing calls. It can be “PJSIP/###” (Asterisk 13+) or “SIP/###”, where ### is a user’s extension (internal number). The extension “###” will be substituted automatically depending on the user.
 * **Dial Context** – context for dial actions.
@@ -41,16 +40,18 @@ Fill in the connection details of your Asterisk server. To do this, go to the Ad
 * **Dial Format for outgoing calls** – a phone number format for outgoing (click-to-call) calls.
 * **List of ignored numbers** – list of numbers which will be ignored. Popup window will not be displayed. Use numbers in the following formats: +14844608117 (full number match) or #4844608117# (regular expression).
 * **Permitted Entities** – entities that will be displayed in popup window and will be used to identify a caller by his phone number.
+* **Apply global ACL for caller lookup** – apply global ACL rules (Administration > Roles) for caller lookup. This information is displayed in the popup window. If unchecked, no ACL restrictions are used.
 * **Hide a Lead** – Hide a Lead in a call popup when Account / Contact are available.
 * **Display Accounts related to Contacts** – display only Accounts related to Contacts.
 * **Automatically save a call** – Automatically save incoming/outgoing calls in the system without having to press "Save" button.
 * **Automatically open the caller information** – automatically open the caller information for incoming/outgoing calls.
 * **Access Key to EspoCRM** – an access key of EspoCRM to post data from Asterisk server.
 * **Listen recorded calls** – possibility to listen recorded calls in EspoCRM.
-* **URL to recorded calls** – a pattern of recorded call URLs.
 * **Lines** – a prefix of phone numbers. E.g. UK phone number 702031112233 will be formatted like “7” – a line and “02031112233” – a phone number.
 * **Quick Create Entities** – entities which can be created through the call popup window.
 * **Active Queue Numbers** – a list of queue phone numbers which should be determined by EspoCRM.
+* **Display a popup only after answering the call** – do not show incoming call popups until the user answers a call.
+* **Experimental features** – test experimental features.
 
 #### Step 2:
 

docs/extensions/voip-integration/binotel-integration-setup.md

@@ -5,24 +5,27 @@ Binotel integration is available as part of [VoIP Integration extension](https:/
 
 ## How to setup Binotel Integration for an administrator
 
-1\. Fill in the connection details of your Binotel server. For this go to the Administration (System panel) -> VoIP » Binotel.
+1\. Fill in the connection details of your Binotel server. For this go to the Administration (System panel) > Integrations > VoIP · Binotel.
 
 ![Binotel integration config](../../_static/images/extensions/voip-integration/binotel-admin-setup.png)
 
 * **Name** – name of your Binotel connector.
 * **Authorization Key** – authorization Key to the Binotel server.
 * **Authorization Secret** – authorization Secret to the Binotel server.
-* **Use SSL** – Use SSL for connection to the server Binotel.
+* **Binotel API Version** – the version of the Binotel API which is used for integration.
 * **Access Key** – the key to access to EspoCRM to handle incoming/outgoing calls.
 * **Default Country** – The country is used to format phone numbers. E.g. 02011112222 for United Kingdom will be formatted to +442011112222.
 * **Dial Format for outgoing calls** – Phone number format for outgoing (click-to-call) calls.
 E.g. for "+44 (203) 111-22-33": {COUNTRY_CODE} - "44", {NATIONAL_NUMBER} - "2031112233".
 * **List of ignored numbers** – list of numbers, which will be ignored and popup window will not be displayed. Use numbers in the following formats: +14844608117 (full number match) or #4844608117# (regular expression).
 * **Permitted Entities** – entities that will be displayed in popup window and will be used to identify a caller by his phone number.
+* **Apply global ACL for caller lookup** – apply global ACL rules (Administration > Roles) for caller lookup. This information is displayed in the popup window. If unchecked, no ACL restrictions are used.
 * **Hide a Lead** – Hide a Lead in a call popup when Account / Contact are available.
 * **Display Accounts related to Contacts** – display an account related to the contact in the popup window.
+* **Automatically save a call** – automatically save incoming/outgoing calls in the system without having to press "Save" button.
 * **Automatically open the caller information** – automatically open the caller information for incoming/outgoing calls.
 * **Quick Create Entities** – entities which can be created through a call popup.
+* **Experimental features** – test experimental features.
 
 2\. Contact Binotel support to add an URL (see “Post URL” field) to handle incoming/outgoing calls (API CALL Settings and API PUSH):
 **http://espocrm.local/?entryPoint=Binotel&connector=Binotel&key=hh9v0zr529**

docs/extensions/voip-integration/iexpbx-integration-setup.md

@@ -6,7 +6,7 @@ iexPBX integration is available as part of [VoIP Integration extension](https://
 
 #### Step 1:
 
-Fill in the connection details of your iexPBX server. To do this, go to the Administration (System panel) -> VoIP » iexPBX.
+Fill in the connection details of your iexPBX server. To do this, go to the Administration (System panel) > Integrations > VoIP · iexPBX.
 
 ![iexPBX integration config](../../_static/images/extensions/voip-integration/iexpbx-admin-setup.png)
 
@@ -17,13 +17,16 @@ Fill in the connection details of your iexPBX server. To do this, go to the Admi
 * **Access Key to EspoCRM** – the key to access to EspoCRM to handle incoming/outgoing calls.
 * **Default Country** – the country is used to format phone numbers.
 * **Dial Format for outgoing calls** – a phone number format for outgoing (click-to-call) calls.
+* **Call Recording** – if you want to have possibility to listen recorded calls. This option should also be enabled in your telephony server.
 * **List of ignored numbers** – list of numbers which will be ignored. Popup window will not be displayed. Use numbers in the following formats: +14844608117 (full number match) or #4844608117# (regular expression).
 * **Permitted Entities** – entities that will be displayed in the popup window and will be used to identify a caller by his phone number.
-* **Hide a Lead** – Hide a Lead in a call popup when Account / Contact are available.
+* **Apply global ACL for caller lookup** – apply global ACL rules (Administration > Roles) for caller lookup. This information is displayed in the popup window. If unchecked, no ACL restrictions are used.
+* **Hide a Lead** – hide a Lead in a call popup when Account / Contact are available.
 * **Display Accounts related to Contacts** – display only Accounts related to Contacts.
-* **Automatically save a call** – Automatically save incoming/outgoing calls in the system without having to press "Save" button.
+* **Automatically save a call** – automatically save incoming/outgoing calls in the system without having to press "Save" button.
 * **Automatically open the caller information** – automatically open the caller information for incoming/outgoing calls.
 * **Quick Create Entities** – entities which can be created through the call popup window.
+* **Experimental features** – test experimental features.
 
 #### Step 2:
 

docs/extensions/voip-integration/starface-integration-setup.md

@@ -24,24 +24,27 @@ VoIP Integration extension supports* the following Starface servers:
 
 ## How to setup Starface Integration for an administrator
 
-Fill in the connection details of your Starface server. To do this, go to the Administration (System panel) -> VoIP » STARFACE.
+Fill in the connection details of your Starface server. To do this, go to the Administration (System panel) > Integrations > VoIP · STARFACE.
 
 ![Starface integration config](../../_static/images/extensions/voip-integration/starface-admin-setup.png)
 
 * **Name** – name of your connection.
-* **Host** – IP or domain name of your Starface Server.
+* **Host of Starface server** – IP or domain name of your Starface Server.
 * **Port** – port for connection by AMI interface.
 * **Protocol** – protocol that is used for connection of Starface server (HTTP, HTTPS).
 * **Version of your Starface server** – version of your Starface server. This is an important option since Starface 6.4.2 is used a new authorization protocol.
+* **Access Key to EspoCRM** – the key to access to EspoCRM to handle incoming/outgoing calls.
 * **Default Country** – the country is used to format phone numbers.
 * **Dial Format for outgoing calls** – a phone number format for outgoing (click-to-call) calls.
 * **List of ignored numbers** – list of numbers which will be ignored. Popup window will not be displayed. Use numbers in the following formats: +14844608117 (full number match) or #4844608117# (regular expression).
 * **Permitted Entities** – entities that will be displayed in the popup window and will be used to identify a caller by his phone number.
+* **Apply global ACL for caller lookup** – apply global ACL rules (Administration > Roles) for caller lookup. This information is displayed in the popup window. If unchecked, no ACL restrictions are used.
 * **Hide a Lead** – Hide a Lead in a call popup when Account / Contact are available.
 * **Display Accounts related to Contacts** – display only Accounts related to Contacts.
 * **Automatically save a call** – Automatically save incoming/outgoing calls in the system without having to press "Save" button.
 * **Automatically open the caller information** – automatically open the caller information for incoming/outgoing calls.
 * **Quick Create Entities** – entities which can be created through the call popup window.
+* **Experimental features** – test experimental features.
 
 ## How to setup Starface Integration for users
 

docs/extensions/voip-integration/twilio-integration-setup.md

@@ -11,7 +11,7 @@ There are two ways in which you can set up Twilio integration:
 
 1. Login to your Twilio account. If you have never used Twilio before, then create the account and purchase a phone number if needed.
 2. Login as Administrator in EspoCRM.
-3. Navigate to the Administration > VoIP Settings > VoIP » Twilio.
+3. Navigate to the Administration (System panel) > Integrations > VoIP · Twilio.
 4. Tick off Enabled box.
 5. Fill in the connection details of your Twilio account.
 
@@ -30,19 +30,23 @@ There are two ways in which you can set up Twilio integration:
 * **Enabled SIP Domains** – the list of enabled Twilio SIP domains which are used in EspoCRM.
 * **List of ignored numbers** – list of numbers which will be ignored. Popup window will not be displayed. Use numbers in the following formats: +14844608117 (full number match) or #4844608117# (regular expression).
 * **Permitted Entities** – entities that will be displayed in the popup window and will be used to identify a caller by his phone number.
+* **Apply global ACL for caller lookup** – apply global ACL rules (Administration > Roles) for caller lookup. This information is displayed in the popup window. If unchecked, no ACL restrictions are used.
 * **Hide a Lead** – Hide a Lead in a call popup when Account / Contact are available.
 * **Display Accounts related to Contacts** – display only Accounts related to Contacts.
 * **Automatically save a call** – automatically save incoming/outgoing calls without having to press “Save” button.
 * **Automatically open the caller information** – automatically open the caller information for incoming/outgoing calls.
 * **Quick Create Entities** – entities which can be created through the call popup window.
+* **Call Transfer Entities** – the list of entities used for call transfer.
+* **Transfer Timeout** – the number of seconds the customer has to wait for an agent to answer the transferred call.
+* **Experimental features** – test experimental features.
 
 ## How to configure routing of Twilio phone numbers
 
 After you have successfully filled in the connection details, EspoCRM will import all active Twilio phone numbers (wait a few minutes the first time).
 
 1. **Configure Routing**
 
-    To configure Twilio phone number routing, go to Administration > VoIP Routing and select the phone number.
+    To configure Twilio phone number routing, go to Administration > VoIP Trunks and select the phone number.
 
     ![Twilio Routers](../../_static/images/extensions/voip-integration/twilio-routing.png)
 
@@ -60,7 +64,6 @@ After you have successfully filled in the connection details, EspoCRM will impor
 * **Display the router's phone number as a caller** – display the office phone number (VoIP Router phone number) as caller.
 * **Team Users** – a list of users to configure receiving incoming/outgoing calls, SMS and MMS.
 
-
 2. **Grant access for Twilio Team members**
 
     Go to Administration > Roles, create a Role for a Team of Twilio members (defined above) and grant access to the following entities: Calls, Messages, Accounts, Contacts, Leads.