Add-ons – VitalPBX Wiki https://wiki.vitalpbx.org Learn how our latest VitalPBX version will enhance your business communication Mon, 18 Dec 2023 01:08:07 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.2 https://wiki.vitalpbx.org/wp-content/uploads/2023/11/cropped-vitalbpxwikiicon-8-32x32.png Add-ons – VitalPBX Wiki https://wiki.vitalpbx.org 32 32 Introduction https://wiki.vitalpbx.org/wiki/add-ons/introduction-24/ https://wiki.vitalpbx.org/wiki/add-ons/introduction-24/#respond Fri, 15 Dec 2023 22:07:40 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2505 Throughout this section, we will cover the rest of the add-ons we have yet to see. This will cover add-on modules like Custom Contexts for higher control over the dial plan, Maintenance for your storage, Branding to make VitalPBX yours, SMS, CRM, and Virtual Faxes.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/introduction-24/feed/ 0
Installing Add-On https://wiki.vitalpbx.org/wiki/add-ons/installing-add-on/ https://wiki.vitalpbx.org/wiki/add-ons/installing-add-on/#respond Tue, 07 Nov 2023 20:16:58 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=370 One of the significant advantages of VitalPBX is the ability to expand the features with our add-ons.

To install add-ons, we will first go to Admin > Add-Ons > Add-Ons.

Here, we will see the list of the add-ons that are currently available for installation. The first time you open this module, the list will be empty. Click the Check Online button to refresh the list with the latest add-ons.

To install the add-on, click the green Download button next to the add-on you wish to install. If an update is available, you will see an Update button. The blue arrow button allows you to reinstall an add-on. Clicking the blue Information button will show you information about the add-on. Once an add-on is installed, you will see a red Uninstall button.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/installing-add-on/feed/ 0
Licensing https://wiki.vitalpbx.org/wiki/add-ons/licensing/ https://wiki.vitalpbx.org/wiki/add-ons/licensing/#respond Tue, 07 Nov 2023 20:23:44 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=372 Many of our add-ons require a commercial license. These licenses can be purchased individually, or you can license multiple add-ons with a Licensing Plan Subscription.

You can purchase individual licenses through the store on our website at https://www.vitalpbx.com/vitalpbx-store/.

To apply the license to the add-on, we will go to Admin > Add-Ons > Add-Ons. Here, you will see the add-ons available. Be sure that you have installed the add-on first. Next to your installed add-on,you will see a red Buy License button.

When you click the Buy License button, you will see a form to enter the licensing information.

You must enter the License Key sent to your email when you purchased the license. As well as
your name, email, and company name. Then, click on Activate.

You can then refresh your browser and have the add-on registered.
If you subscribe to one of our licensing plans at https://www.vitalpbx.com/pbx-system-plans-and-pricing/, you must do the following.
Log in as the system administrator, and go to the User Menu in the upper right-hand corner.
Click on Register License

You will then see a form to register your purchased plan.

Here, you will enter the License Key sent to your email when you subscribed to a Licensing Plan. As well as your name, email, and company name. Finally, click on Activate.

This process will be the same if you have purchased a Starter License.

Remember that all of our commercial add-ons can be installed even if you don’t have a license. You get access to all of their features for an unlimited time. The only limitation without an add-on or plan license is the number of items you can create within an add-on.

This way, you can test out all of our add-ons without worrying about features or time limits.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/licensing/feed/ 0
Paging Pro https://wiki.vitalpbx.org/wiki/add-ons/paging-pro/ https://wiki.vitalpbx.org/wiki/add-ons/paging-pro/#respond Thu, 09 Nov 2023 20:37:14 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=511 Taking advantage of the announcement abilities with the Paging and Intercom module, we have created a commercial add-on module called Paging Pro. This commercial add-on module allows you to schedule the announcements to playback in the paging group devices automatically.

This is useful for environments with constant announcements that need to be played in a schedule. For example, transportation terminals, schools, warehouses, etc.

To use the Paging Pro add-on, you need to install it under Admin > Add-Ons > Add-Ons. Once the add-on is installed the feature will expand the Paging and Intercom module. So, we can go back to PBX > Applications > Paging and Intercom.

You will now see a Schedule tab. Here you can Enable or Disable the scheduling of the automatic announcement. Then, you will see fields to add dates and times of when the announcements will be played. The Time is the time of the day it will play the announcement, Start and End Day is a range of days that the announcements will be scheduled.

Next, you can exclude specific dates where the announcements will not playback. These can be special holidays or off dates where you don’t want the announcements to page the paging groups.

This is a great tool to automate processes within your business and offer a greater experience to your customers.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/paging-pro/feed/ 0
SMS https://wiki.vitalpbx.org/wiki/add-ons/sms/ https://wiki.vitalpbx.org/wiki/add-ons/sms/#respond Fri, 15 Dec 2023 22:31:51 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2507 Add-Ons > AddOns. The SMS add-on module is a commercial […]]]> With VitalPBX 4 we have introduced the SMS add-on module. This module allows you to connect with homologated vendors to be able to send and receive SMS messages. To start using the module you need to install it under the add-ons module at Admin > Add-Ons > AddOns. The SMS add-on module is a commercial module, meaning you need a license to use it.

The SMS module is only available through any of our licensing plans.

Once the add-on is installed, refresh your browser and you will find a new section in the PBX navigation menu.

For this module, we have homologated multiple VoIP vendors that provide an SMS service. The first step to using SMS with VitalPBX is to create a connection with one of the homologated vendors with your VitalPBX installation. The number of vendors is constantly growing and we can’t cover all of them in this guide. For detailed articles covering each vendor, you can head over to our blog at our website, https://vitalpbx.com/?s=SMS. Depending on the vendor, the fields you will find under PBX > SMS > Messaging Providers will vary.

When you establish a connection, a Web-hook URL is generated. This can be used with the vendor to receive messages and get information on the status of sent messages.

Under SMS Numbers, you will see the numbers you have acquired with the vendor to send and receive SMS messages. You can add the numbers manually by clicking Add Number.

To add a number enter the number with the appropriate format for your vendor, and a description to identify this number. Some vendors allow you to retrieve the numbers through the API, so you can use the Get Numbers from API button.

When sending an SMS message, you will need to enter the recipient in the To field, and the message in the Message field. The format of the number is validated, so you need to enter the recipient with the correct format supported by the vendor. Usually, you need to use E.164 format.

When you have the numbers available, you can edit or delete them from the Actions column. You also have the ability to send an SMS message from a number on the list. This allows you to test that you can send SMS messages from VitalPBX.

Once you have your connection with your preferred vendor, you can now use SMS messaging with VitalPBX in multiple ways. The first one is the Messaging Notifications feature. Go to PBX >SMS > Messaging Notifications.

This module allows you to create an automatic SMS message as a destination in your VitalPBX. Whenever a caller is calling from a mobile device or from a phone number that supports SMS, an SMS message is automatically sent.

To configure a Messaging Notification, you need to enter a Description to identify the notification. You can then select the phone number from which the SMS is sent.

Then, set the Message you wish to send. You can then establish a Final Destination to send the caller to after the SMS message is sent.

Click Save and then Apply Changes.

Optionally, you can define a static recipient for the SMS message in the To field. This way, when a caller reaches this notification, the SMS message is sent to this phone number. This is useful if you want to send an SMS message to a particular user or service as part of your incoming call chain. You can add a Prefix if this is needed as part of your Dial Plan.

Next, you can see your Messaging Logs. This is like a CDR for SMS messages. Here, you can see the history of all the SMS messages sent and received from your VitalPBX. This allows you to keep track of all messages sent and received.

You can set a date range to filter for specific messages, search by number or message content, and delete message entries.

With the SMS module configured, you can now assign the numbers directly to any extension. Go to PBX > Extensions > Extensions. Here, select any extension and go to the Advanced Tab.

Here, you can set an SMS Number assigned to this extension. This way, any device with this extension registered that supports PJSIP messaging can send and receive messages as a PJSIP message. Whenever you send a PJSIP message to an E.164 number this will be sent as an SMS message. When an SMS message is sent to the number assigned to the extension, it will be converted to a PJSIP message, and forwarded to the registered devices for the extension.

With this set, you can now use SMS with VitalPBX.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/sms/feed/ 0
Authentication Codes https://wiki.vitalpbx.org/wiki/add-ons/authentication-codes/ https://wiki.vitalpbx.org/wiki/add-ons/authentication-codes/#respond Fri, 15 Dec 2023 22:38:47 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2528 Now, let’s look into the Authentication Codes add-on module. This free add-on allows you to route an incoming call based on a valid code entered by the calling party. This is perfect if you need to route calls based on customer IDs, reference numbers, and more. To use the authentication codes add-on, you need to install it through the add-ons module at Admin > Add-Ons > Add-Ons. Once the add-on is installed, you can refresh your browser and go to PBX > Incoming Call Tools > Authentication Codes.

To add authentication codes, you will first need to add a Description to identify the codes. Afterward, you can select an Instruction Message you have uploaded to Settings > Voice Prompts > Recordings Management.

Afterward, you must upload a CSV file containing the codes to consider. The format can be downloaded by clicking the Download CSV Format button in the lower left-hand corner. You can edit this CSV file in any number processing application.

Once you have the CSV file with the codes selected, you can define the Destination When the codes Match and when they Don’t. This way, whenever the calling party enters a code that exists in your codes list, they will be taken to a specific destination.

Finally, you can click on Save and then Apply Changes.

The Authentication Codes can be set as a destination at any part of your call flow pipeline. This way, you have a more dynamic way to route your incoming calls.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/authentication-codes/feed/ 0
CRM Connector https://wiki.vitalpbx.org/wiki/add-ons/crm-connector/ https://wiki.vitalpbx.org/wiki/add-ons/crm-connector/#respond Fri, 15 Dec 2023 22:58:54 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2531 With VitalPBX 4 we have introduced the CRM Connector add-on. This allows you to integrate VitalPBX with a CRM application. As there is a growing list of CRM applications that we are integrating with this add-on, you can see specific guides for the CRM applications through this link, https://vitalpbx.com/?s=CRM.

The CRM Connector add-on is a commercial add-on module available with any of our licensing plans. You will need to have a Licensing Plan subscription to be able to use this commercial add-on. To start using the CRM Connector add-on, you will need to install it through the add-ons module at Admin > Add-Ons > Add-Ons. Once the add-on is installed, refresh your browser. You will now see a new section in the navigation menu to the left called Apps. Go to Apps > CRM >Integrations.

At the moment of writing, only Zoho and Salesforce CRM integration is available. Once again, 0you can go to the following link to find articles with more recent CRM integration guides,
https://vitalpbx.com/?s=CRM. Depending on the CRM you choose to use, the connection instructions may vary, follow the instructions from the guides for your specific CRM to continue.

With the CRM Connector now connected you can now Enable or Disable the connection. You will also have the ability to Enable Call Journaling. With this, calls will start to get logged in your CRM.

Under the Contacts Settings, we define how the calls get logged in your CRM. You can choose whether toSync your Contacts from your CRM Contacts, Leads, or Accounts. And whether or not you wish to enable this feature. This will create a Phonebook with our Phonebooks add-on module that will contain your contacts. This can later be used with our CID Lookup feature to apply the CID Name to incoming calls and be able to identify the callers.

Next, you can select whether you create New Contacts From Inbound or Outboundcalls. This feature can also be Enabled or Disabled. With this, whenever your synced users place or receive a call, a new contact will be created. Finally, you can select whether this new contact is created as a Contact, Lead, or Account. In this case, we will leave the default options on, so new calls are created as contacts.

Lastly, you will have the Users section. Here you will be able to synchronize the different usersthat you have created in your CRM. To synchronize them, click on the green Sync Users button.

With the users synchronized, you will now have a button to Auto Assign Extensions. For this option to work, you must make sure that the extensions have the same email addresses assigned to your CRM users. Click on this button to assign the extensions. Otherwise, you can always edit the user by clicking the blue Edit button next to them.

Here you can assign the Extension number that belongs to the user. Afterward, you can click on Update.

With your users and their extensions assigned, you can start placing or receiving calls. These will now appear in your CRM. For this article, since our contacts are created and synced as Contacts, you will find the activities inside the contacts.

Here, you can see information on the call itself. When it was created, its duration, the user that is involved in this call, as well as the Call Recording. It is important to note that the call recording option is only available with ZOHO CRM at the moment.

For this feature to work, your VitalPBX installation needs to be accessible via the internet with either a Public IP Address or ideally an FQDN. This will allow ZOHO CRM with your permission to point toward the URL of the call recording.

And with this, you now have a full connection between your VitalPBX installation and ZOHO CRM. The process was straightforward, and you can now log your calls with your Contacts, Leads, or Accounts.

This makes the tracking of the activity with your customers easier and more manageable. Resulting in a better management experience and customer relationships.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/crm-connector/feed/ 0
Microsoft© Teams™ Connector https://wiki.vitalpbx.org/wiki/add-ons/microsoft-teams-connector/ https://wiki.vitalpbx.org/wiki/add-ons/microsoft-teams-connector/#respond Fri, 15 Dec 2023 23:59:28 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2539 One of the most popular tools in Enterprise businesses nowadays is Microsoft© Teams™. Since this is a popular collaborative tool, we have created an add-on that integrates your Teams users with VitalPBX. This brings multiple benefits, including the ability to place outbound calls from Teams to a VoIP provider, have Teams users call regular Extension devices and more.

The MS Teams Connector add-on is a commercial add-on that is licensed separately from any VitalPBX Licensing Plan. You will need to purchase a separate license to be able to declare more channels with MS Teams extensions. Without any licensing, you can declare 2 MS Teams extensions that can be called through VitalPBX.

Here are some recommendations before we start configuring the connection with Microsoft© Teams™.

  • In this manual, we are going to create a Trial account to have access to MS Teams with Voice plan.
  • We use the latest version available of VitalPBX.
  • We must have a valid domain (FQDN) that we have access to configure at a DNS level.
  • We must work from Windows™ since we are going to use PowerShell™ for some configurations and module installations. Although there are also versions of PowerShell™ for MacOS™.

When using your own SIP Trunk (BYOT) in combination with a VitalPBX to set up Direct Routing to Microsoft© Teams™ you will need to make some firewall rules.

Note: This applies to Microsoft 365, Office 365, and Office 365 GCC tenants.

When configuring Direct Routing you will need to setup 3 FQDNs for signaling.

  • sip.pstnhub.microsoft.com
  • sip2.pstnhub.microsoft.com
  • sip3.pstnhub.microsoft.com

The first one will be located by location and performance metrics. If your location is EMEA, your 2nd location will be the US and the 3rd ASIA.

Primary DCsip.pstnhub.microsoft.comEMEANOAMASIA
Secondary DCsip2.pstnhub.microsoft.comUSEUUS
Tertiary DCsip3.pstnhub.microsoft.comASIAASIAEU

These FQDNs resolve to the following IP Address ranges.

  • 52.112.0.0/14
  • 52.120.0.0/14

In the list below you will find the extracted IP Address Ranges.

  • 52.112.0.0/16
  • 52.113.0.0/16
  • 52.114.0.0/16
  • 52.115.0.0/16
  • 52.120.0.0/16
  • 52.121.0.0/16
  • 52.122.0.0/16
  • 52.123.0.0/16

When we talk about media ports (not in media Bypass mode 2) the following ranges are used. Media is using a separate service in the Microsoft© cloud, these are called Media Processors.

Locations where both SIP proxy and media processor components are deployed.

  • US (two in US West and US East data centers)
  • Europe (Amsterdam and Dublin data centers)
  • Asia (Singapore and Hong Kong data centers)

Locations where only media processors are deployed (SIP flows via the closest data center listed above).

  • Japan (JP East and West data centers)
  • Australia (AU East and Southeast data centers)

The following ranges are being used.

  • 52.112.0.0/14
  • 52.122.0.0/15

This information will help you configure your Firewall to prevent having these IP Addresses blocked. With all these recommendations, we can proceed to configure VitalPBX with MS Teams.

First, we go to the Microsoft© page and create an Office 365 E5 Trial account which already comes with MS Teams and the Phone System plan enabled. As Microsoft© constantly changes the links, we recommend going to microsoft.com and searching for the appropriate location for the Office 365™ plans.

Note: If in your country this type of plan is not available yet, and you want to choose the US. You must make sure that you have a cell phone number from the US so you can receive the codes they will send you by SMS.

It is also possible to use the Office 365™ E1 Plan or Microsoft 365™ Business Basic, but we would have to purchase the Phone System plugin separately.

During the account creation, we select the domain that contains mydomain.onmicrosoft.com. In this example, we will be using vitxi.onmicrosoft.com. Later, we will create a new domain that is the one that will be configured in our VitalPBX Server.

Once the account is created, we must take into consideration the following.

Now, we must go to the Microsoft© 365 admin center. Enter the username and password you used at the time of registration.

Go to User > Active Users. Here, you can manage the users you have created or create a new one. Here, we verify that our users have the appropriate licensing

Now, go to Settings > Domains on the left-hand side navigation menu. You might have to click on Show All to see the settings option. Here, you will see the domain that was created during the initial configuration of your account creation. We can also create a new domain from here.

Next, we create a domain that matches the domain that we are going to connect our trunk to through Direct Routing of MS Teams. For this, click the + Add Domain button. This must be a domain that we have full control of, as we will be asked to make some changes to our DNS configurations, to prove our ownership of the domain. Once the domain is created, you will see it as follows.

In this example, we are using vitxi.com. Take into consideration that our VitalPBX does not necessarily have to be in the domain itself, but it can be in a sub-domain of it, i.e.msteams.vitxi.com

Note: The domain on the user’s email must match the domain for the VitalPBX installation we are connecting with.

Afterward, we will need to connect to Microsoft© Teams™ using PowerShell™. Run PowerShell™ as an Administrator.

Then, run the following commands from PowerShell™.

Next, run the following commands which will prompt for the Office 365™ administrator credentials. Enter the user and password you created previously.

This shows that the connection was successful and the commands are now available. Now, we will proceed to create the Direct Routing. We run the following command on PowerShell™ to do so. Remember to change the domain to the domain you have created previously.

Afterward, we create the Incoming Call Routing. To configure the routing of incoming calls within MS Teams, you must configure in MS Teams which phone number will be associated with it. To do this, execute the following commands on PowerShell™. Remember to change the user to the user you created previously.

With these commands, we have assigned the number 3000 to our user. This would be similar to assigning an extension number. This must be different from the numbering plan on your VitalPBX installation, so we can have easier routing when configuring our VitalPBX.

Now, we must configure the Outgoing Call Routing. For this run the following command on PowerShell™. Remember to change the domain to the domain you have added previously.

Now, we will create an Auto-Attendant so we can later test our calling.

First, we will create a Resource account. Go to the Teams Admin Center, and go to Voice > Resource Accounts. We must create this account with our original domain using the onmicrosoft.com domain. Click on + Add, then add a Display Name to identify the resource, a Username, and set the Resource Account Type to Auto Attendant. Then click on Save.

Once the resource is created it will look like this.

Now we go to the Microsoft© 365™ admin center and assign a license that contains Voice. For this, we go to Users > Active users, select the resource account user we just created, and edit it to assign the Office 365 E5 license.

Since we have created the new resource with the voice permissions, we must go to PowerShell™ and execute the following command, where +3100 is the number that we are going to dial to access the Auto Attendant.

Note: It may take up to 30 minutes for the new resource to recognize the license, so if you get a license error, wait for a moment.

Then, on the MS Teams admin center go to Voice > Auto Attendants, and follow the instructions. Verify that the extension was configured by entering the resource, which should look like this.

Now we are going to create our Auto Attendant, for which we go to the MS Teams admin center, then to Voice > Auto Attendants. Click on the + Add button.

Under the General Info tab, give the auto-attendant a name to identify it. Then, leave the Operator option as is, set the time zone to your time zone, and select the language you are going to use. Click on Next.

Under the Call Flow tab, for the First Play a Greeting Message option, you can type in a greeting message if you don’t have an audio file.

Next, under the Then Route The Call option, we will configure the dialing instructions so the caller can reach the desired destination.

In our example, we have other users with the telephony plugin added to their accounts. If you only have one account, you will only be able to add that account as a menu option. Afterward, there is the option to add a schedule, but we will leave it as is.

With this, we now have an auto-attendant resource in Microsoft© Teams™ that we can dial
from any MS Teams user.

Now, we must verify the configurations in the Microsoft© Teams™ admin center. Go to Voice >
Direct Routing, and verify that the trunk towards our VitalPBX has been created. An error might appear at the beginning since we have not configured VitalPBX’s side, but after configuring VitalPBX, we will see the following screen.

Now, we can go ahead and configure VitalPBX for the MS Teams connection.

Before we proceed, remember that your VitalPBX installation must have a valid FQDN pointing to it using the same domain that you added to the Microsoft© admin center. This FQDN domain must have a valid SSL certificate, which can be created under Admin > System Settings > Certificates using Let’s Encrypt or a Custom Certificate. This will not work with self-signed certificates.

The certificate will then need to be assigned to the VitalPBX installation under Admin > System Settings > HTTP Server under the Certificate field, and Force HTTPS must be enabled.

Now, install the Microsoft© Teams™ Connector add-on under Admin > Add-Ons > Add-Ons. Once the add-on has been installed, refresh your browser and go to Settings > PBX Settings>Microsoft© Teams™

Here, you can declare the users and phone numbers we created in Microsoft© Teams™. This way, we can call them and receive their calls on VitalPBX. To add the users, you can click the Add button under Allowed Numbers.

You can enter a description to identify the user and the number associated with this user. Remember to add the plus (+) sign at the beginning of the number. Then click on Save. If you have multiple users, you can import a CSV file with all the user data. A template is available under the Download CSV Format button in the lower left-hand corner. Once the file is added to the CSV field, you can click on Import in the lower right-hand corner. With the users created or imported, you can see them listed under Allowed Numbers, and edit or delete them.

The next step will be to configure the PJSIP settings. Go to Settings > Technology Settings > PJSIP Settings. You will now see a new field for MS Teams under NAT Settings, where you must declare the MS Teams Domain.

Additionally, we must set the Certificate we have created previously, set the SSL Method to tlsv1_2, add the External Media and Signal Addresses, and add the Local Net (optional, if available). Click on Save and then Apply Changes.

Now, we must create a new PJSIP Device Profile. Go to Settings > Technology Settings > Device Profiles.

Here, we select PJSIP as the technology. Then, set the Profile to the device profile we just created. Set the Codecs to ulaw, alaw, gsm, and the silk codecs. Under General Configurations, add any name without spaces to the Local Username. This will be used only to identify this trunk. Set the Transport to TLS + MS Teams. This transport is created when installing the MS Teams Connector add-on. For the Contacts enter sip:sip.pstnhub.microsoft.com, this is provided by Microsoft©. Under Match enter sip-all.pstnhub.microsoft.com, this is also provided by Microsoft©. Finally, under From Domain, enter the domain for your VitalPBX installation.

Then click on Save and then Apply Changes.

Next, we must configure our Outbound Routes. For this, go to PBX > Calls Routing > Outbound Routes.

Here, add a Description to identify the outbound route. Enable Intra-Company to use the internal CID information of extensions. Under Dial Patterns, we must Prepend a plus (+) sign to our Pattern since MS Teams only sends and receives calls with E.164 formatting. Since our MS Teams extensions start with a 3, we add the 3XXX pattern, but this may vary based on your configurations. Click on Save and then Apply Changes.

Now, we must configure our Inbound Routes. For this, go to PBX > Calls Routing > Inbound Routes.

For this, we will create an inbound route using a DID Range as the Routing Method. We then add a description to identify this inbound route. Under the DID Pattern we enter +20XX, as MS Teams will send the DID information with a plus (+) sign in front, and our extensions go from 2000 to 2099, in our example. This may vary based on your configurations. Under Range Parameters, we set the Digits to Take to 4, as we are interested in the number dialed without the plus sign. This will essentially, remove the plus sign to find the appropriate extension. We can leave the rest of the options as default. Click on Save and then Apply Changes.

With this, you can now try calling a Microsoft© Teams™ user from a VitalPBX extension or calling the Auto-Attendant we have configured.

You have now successfully connected Microsoft© Teams™ with your VitalPBX installation.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/microsoft-teams-connector/feed/ 0
Virtual Faxes https://wiki.vitalpbx.org/wiki/add-ons/virtual-faxes/ https://wiki.vitalpbx.org/wiki/add-ons/virtual-faxes/#respond Sun, 17 Dec 2023 22:33:22 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2624 Now let’s go through how you can send and receive Faxes from your VitalPBX, using the Virtual Faxes add-on module. Even though faxing may sound like a very old way of communication (and it is), it is still widely used in various fields like the law or medical fields.

The Virtual Faxes add-on is a commercial add-on that requires a license to work to its full potential. You can acquire a license separately just for the Virtual Faxes add-on, or it also comes included with any of our licensing plan subscriptions.

To start using the Virtual Faxes add-on, you must install it through the add-ons module under Admin > Add-Ons > Add-Ons. Once the add-on is installed, refresh your browser and go to Admin > Add-Ons > Add-Ons. Once the add-on is installed, refresh your browser and go to PBX > Virtual Faxes > Fax Devices.

First, you must create a Fax Device. This is like having a fax machine inside of VitalPBX. This is a device we will use to send and receive faxes. You will need to add a Description to identify the device. Then, add the Associated Email(s), as these will be used when receiving a fax, so it is sent to the email addresses set here. You can enter as many email addresses as you need. You must have the Email Client set up to use the Fax to Email feature. You must set a Caller ID Name and Number, as this is the CID information that will be used when sending a Fax. Finally, set an appropriate Class of Service, so the device can send faxes to their destinations. With the fields configured, you can Save and then Apply Changes.

To Send a Fax from the VitalPBX Web Interface, you must go to PBX > Virtual Faxes > Fax Sending.

Here, you must enter the Recipients to whom you are sending the fax. You can enter multiple phone numbers in this field. Make sure that you enter the number exactly as you would dial it, including any prefixes if needed. Then, select the Fax Device you wish to use. Afterward, you will need to attach the file you wish to send. This must be a TIFF, TXT, or PDF file. You can select the Resolution in which you wish to send it. You can set the number of Max Retries to try and send the fax, as well as the Retry Time between each try. Once you have filled out the fields, click on Send in the bottom right-hand corner.

When you receive a fax, you will have it sent to the email addresses set on the Fax Device, but you can also view faxes from the VitalPBX Web Interface. Go to PBX > Virtual Faxes > Fax Viewer.

Here, you can see the faxes for a specific Fax Device, set the type to All Types, Incoming, or Outgoing, and set a Start and End Date to filter the faxes you wish to see. You can click the Search button in the lower right-hand corner to apply your filters.

Your faxes will be listed on the Faxes List, and you will see information on when they were sent or received, by whom, and the fax content information. Under the Actions column, you can download the Fax Content, and delete any faxes.

With this, you can now send and receive as many faxes as you need directly from your VitalPBX. Allowing you to digitize your faxing abilities.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/virtual-faxes/feed/ 0
Conclusion https://wiki.vitalpbx.org/wiki/add-ons/conclusion-14/ https://wiki.vitalpbx.org/wiki/add-ons/conclusion-14/#respond Sun, 17 Dec 2023 22:34:04 +0000 https://wiki.vitalpbx.org/?post_type=docs&p=2629 With this, we have now covered all of the add-ons available at this time. As you can see, you can expand your VitalPBX installation’s features with various powerful tools to make the most of your VitalPBX. We have covered other add-ons throughout this guide, so you can find them in their respective lessons. Once again, all of the commercial add-ons can also be installed on the Community version of VitalPBX, allowing you to test all of the features without worrying about any time or feature limits. The only limitation without a license, is the number of items you can create or monitor in the commercial add-on.

]]>
https://wiki.vitalpbx.org/wiki/add-ons/conclusion-14/feed/ 0