Note that the 11.5 Release was postponed for one day; rescheduled for November 11, 2011

The 11.5 Release consists of the launch of the Dial-IQ Softphone as well as some enhancements to User Scripting and several bug fixes.

Dial-IQ Softphone

Overview

The Dial-IQ Softphone is a computer-based simulation of a physical phone that enables Dial-IQ users to make VoIP phone calls from their computer without the use of a physical phone. There are many benefits to using the Softphone in terms of avoiding complications that arise when integrating with external phone systems. But from a user experience standpoint, the principal benefit  of the Dial-IQ Softphone is quicker connections to leads.  

Dial-IQ Softphone Administrator Settings

Manage Users Page

When The Softphone is enabled, a new sub-column will appear under Dial-IQ heading on the Manage Users page. Here is where administrators can enable the Softphone for individual users.

The sub-column contains a clickable value which toggles back and forth between the Enabled and Disabled.

When the Softphone is the selected value for the corresponding user, the link will read “Enabled,” clicking it will change the value to “Disabled” and the corresponding user will start receiving Dial-IQ calls on their Dial-IQ phone number specified in user preferences. By default, the value will be “Disabled” for all existing and active Dial-IQ users.

 

 

 

Using the Dial-IQ Softphone

When activated for the client account and users, the Softphone feature will integrate with all outbound forms of Dial-IQ: Click-to-Dial, InteliDial, SpeedDial, Shotgun Connect, Control Connect, and Demand Connect.

When a user for whom the Softphone has been enabled logs in, the first thing he will need to do is click the Softphone button on the Taskbar.

 

 

When the button is clicked, it will turn green, indicating that the Softphone is active.

 

While the softphone button is green, the softphone connection is active.

Clicking the softphone button will also load the Softphone Dialpad popup.

When the call is initiated a pop-up will open that contains the Softphone Dialpad. Note that as of the 11.5 release, the Softphone Dialpad cannot be used to dial full phone numbers. The Dialpad is used for dialing extensions only.   The Softphone Dialpad displays:   The phone number being dialed A full dial pad A mute button A button which will either display Clear (To clear the entered number) or Disconnect (To end the call) A status section that shows the status* and duration of the call   *The status of the Softphone will not always match the status on the Dial-IQ Action Window.  There are additional statuses that may be displayed that pertain to the Softphone functionality specifically, e.g., “Mute.”

Note that this Softphone uses Flash. The first time a given user initiates a call, he/she will be prompted to allow flash to access audio resources. 

 

 

The Softphone must remain open to keep the connection active and to keep the Softphone functioning. However, calling leads is done as it always has been in Leads360, i.e., by clicking lead phone numbers and on the Dial-IQ Action window there is no interaction required with the Softphone.

When using a physical phone, making Dial-IQ calls requires that Dial-IQ first places a call to the user, and when the user answers, another call is placed to the lead and the two calls are connected. When the Softphone is connected, there is no need for the first call. The connection to the user remains active. Eliminating the need for the first call to the user makes calls to leads considerably faster.

If the user attempts to close the window while an active connection exists, he/she will receive the following warming message: “Closing this window will disconnect you from the current call. Are you sure you want to proceed?” If the user confirms, it will be equivalent to pressing “hang-up” on the Dial-IQ Action Window.

 

User Scripting Usability Enhancements

 Three changes have been made to make the Script View on the Edit Lead page easier to use.

1. Move Actions and Logs to below Script Section.
2. Move vertical line that separates Script Elements and Lead Form fields to the right side of the script section
3. Remove Attachments section of form

 

Updates to View Leads Filters & Assign Lead Functions

 

The 11.5 Release has also included a couple of bug fixes and one tweak to the updated View Leads filters and assign lead interfaces originally release in 11.4.

View Leads Filters Time Zone Bug Fix

In the 11.4 release of new View Leads filter functionality, there was an issue that caused the date range filter to ignore the company or user’s time zone.  This has been resolved so that the date range filters will respect time zone.

 

Update to Assign Lead (Group View) Function

A small change has been made to the Assign Lead (Group View) function.  Prior to the 11.5 Release, when a user clicked on a group name, the entire hierarchy (including groups higher in the order) of that group was displayed.  As of the 11.5 Release, when a group name is clicked, only the next set of users and subgroups are shown making the feature easier to use for customers with deep group hierarchy structures.

 

Original Version

(User clicks Group 1 and then all groups and users in higher groups are displayed)

 

New and Improved Version

(User clicks Group 1 and only the users and sugbgroups contained in the Group 1 are displayed)