"ucplus is a powerful unified communication software suite which allows users a high level of integration, communication and collaboration between their telephone system and their internal business system. ucplus allows end users to work more collaboratively and collectively, getting information about callers quickly and efficiently."
Before you install the client, please configure your handset for UCPlus and speak to your account manager about obtaining test licences or the correct licence and number of licences your require for your client.
Installing UCPlus On your PC
The latest version of UCPlus can be downloaded from:
Click the current version (2.6.12) of UCPlus Client (PC) download button to save it the installer to your PC and then run the installer.
Once it has installed, it should open up and present the General -> Telephony settings page. If it doesn't, you should see a grey square located in your system tray. You may need to expand the system tray icons by pressing the ^ symbol.
Right click on this icon and select Configuration
You should then see the General -> Telephony screen.
You will need to contact email@example.com to ensure you input the correct details here. However, here is a brief over view of what goes where:
Server: The fist part of the should be 22.214.171.124\ (as in the image), support will be able to advise you what is needed after the back slash.
Extension: Here you type in the account number you wish to work with UCPlus, i.e. the same 55..... number you use to register the SIP account on the handset.
Login: Ensure that "Specified username and password" is selected. The username will again be the 55...... number of the SIP account, but the password will be supplied by support.
It is important to select "Everyone who uses this computer uses the same telephone" in the final section or you may encounter issues.
Once this is done, click save and UCPlus client should apply the setting. At this point the grey box in the system tray should turn green, providing the handset configuration is complete.
Iterating UCPlus with your CRM
Once you have completed the basic config, you can then add your CRM, providing an API has been written for it. There are many CRM APIs included with UCPlus, but if yours isn't on the list, contact support who will be able to look into this for you.
To select your CRM, open the Configuration page (as described above). On the left side of the pane under Integration, click (Add new). Then you can select your CRM from the drop down menu.
Once selected, it will require some details which can be found within your CRM interface or by contacting their support teams. You may also get a notification advising you that a licence is required, if this is the case, and you have already acquired the licence from your account manager, UCPlus will automatically select the licence for you.
URL: This is the web address that UCPlus will try to connected to. This may not be the address you log into your CRM, please check with your provider.
Username: This is usually your login username for your CRM, but please check with your CRM provider.
API Token: You may be able to generate this once have logged into your CRM, look in your profile settings and "Generate API Token" may be here. Please check with out CRM provider.
Once these settings have been inputted, you can test by typing in a telephone number that you know is in your CRM and pressing search. If the settings are correct, the name, address and any other detail about the number you searched should appear in the results box. If it doesn't you may need to contact your CRM provider to check the URL, Username and API Token values.
If all is well, you should now be able to use your handset with your CRM.