Installation, versions, access and permissions
Activate xConnect v1.1.3, understand schema version 8 and assign View, Manage and Use internal calling capabilities.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand xConnect
Review the complete browser calling, global numbering, IVR, website widget, event bridge and deployment design implemented in v1.1.3.
Check the CRM requirement
Confirm xConnect targets CRM 3.0.* before activation.
Understand module version 1.1.3
Recognise the current release and the changes introduced through versions 1.1.0 to 1.1.3.
Understand schema version 8
Verify all required xConnect tables and settings exist before enabling live calling.
Activate xConnect
Run the installer through the CRM module activation flow and verify setup menu access.
Deactivate xConnect safely
Disable hooks and injected softphones while preserving module records.
Open the xConnect administrator workspace
Use the Setup menu entry to open settings, statistics, extensions, calls and provisioning information.
Understand xConnect permissions
Distinguish View, Manage and Use internal calling.
Assign View permission
Allow staff to open the xConnect setup dashboard.
Assign Manage permission
Allow staff to save settings, run extension backfill and change extension status.
Assign Use internal calling
Allow staff to load and use the browser softphone and authenticated calling endpoints.
Understand client softphone availability
Recognise that logged-in client contacts receive the client-context phone when module/settings allow it.
Understand administrator softphone availability
Recognise that staff require Use internal calling for the phone to be injected.
Understand automatic staff extension allocation
Recognise that staff create/update hooks ensure an extension exists.
Understand automatic contact extension allocation
Recognise that contact create/update hooks ensure an extension exists.
Understand automatic client account allocation
Recognise that customer create/update hooks ensure a tenant/account identity and main IVR route exist.
Understand version 1.1.0 changes
Recognise account numbers, main IVR, website widget, guest sessions, origin/rate/concurrency controls and related schema additions.
Understand version 1.1.1 changes
Recognise legacy extension migration, offline routing rejection and improved failure causes.
Understand version 1.1.2 changes
Recognise Live now and website-visitor presence additions.
Understand version 1.1.3 changes
Recognise global numbering, reserved 100 IVR, extensions from 101, hidden routes and collision repair.