Updating to Switchvox 7.1

This article describes Switchvox version 7.1 (95471).

Recent Release Notes: 6.7.1.3, 7.0, 7.1, 7.2, 7.2.1, 7.3, 7.3.1, 7.4, 7.5, 7.5.0.1.

This version requires version 7.0 (94939). See the article Updating to Switchvox 7.0 for instructions on migrating to version 7.0.  We recommend that you clear the web browser cache before logging into the admin interface. 

New Features

The new Switchvox Desktop Softphone for Windows and macOS is available in Switchvox version 7.1. The download links for the macOS and Windows apps are available on the home page of the Switchvox Administrator's web suite.  The phone is freely available for use with a Switchvox that holds active Subscriptions. (A user cannot log into the phone when Switchvox holds expired Subscriptions.) The phone can manage up to 2 calls at a time, and features include Hold, Blind Transfer, Record an active call, Favorites, Call Log, Visual Voicemail, Contacts, and Status. Minimum requirements: Switchvox version 7.1, and macOS 10.13 or Windows 7 (64-bit).

Open

Assign a Desktop Softphone to a User

To manage the phone that a person uses, use the Manage Phones tool. This tool let you assign a phone to the person's Main extension, and also lets you create Additional extensions for that person and manage the phones on those extensions.

If the person doesn't already have a SIP Phone extension, create an extension for them, then use the Manage Phones tool for that new extension. (This can all be done by any Switchvox administrator who has permission to modify extensions.)

Open Setup > Extensions: Manage, to create extensions and find the Manage Phones tool for an extension.

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Find the extension in the list (you can search in the upper right), and click on its Manage Phones action.

In the Manage Phones tool, you can assign a Switchvox Desktop Softphone for the Main extension OR for one of the person's additional phone extensions. A person with multiple phone extensions only needs one that is a desktop softphone.

If a member of your organization works remotely and is using the Desktop Softphone, and you have an Access Control Rule to allow network services for their network, be sure that rule allows service for User Web Portal. That is necessary for the Desktop Softphone.
 

Important Information for a Softphone that is Logged Out

When a user is logged out of the app (until they log into the app), the following is true:

• No outgoing calls can be made. This includes emergency calls.

• No incoming calls or pages can be received. This includes emergency calls and pages.

A user may not be able to log into the app for various reasons (a Desktop Softphone assignment does not exist, extension and password do not match, the Switchvox Subscriptions are expired, etc.).

Instructions for Phone Users

Phone-user instructions for the desktop softphone app can be found in the article How do I Use the Switchvox Desktop Softphone App?

Notes

• The phone manages up to 2 calls. If you already have 2 calls, a third incoming call is ignored, so that your Call Rule Actions are followed as if you had not answered the call.

• Some features are not included in the desktop softphone that are available on a desktop Digium IP Phone. Assisted transfer, transfer to voicemail, dial voicemail, a Conference button on an active call (conference extensions can be dialed), a Park button on an active call (blind transfer can be used to transfer to a parking lot), voicemail folders, voicemail toggle read/unread, contact details including profile pictures and monitor and intercom actions, status indicator items in favorites (agent login, and parking space), and custom ringtones and ring rules, and alternate host. Others cannot intercom to the phone.

• In the Connection Status phones list, the desktop softphone is displayed with a blank IP address. 

Issues Resolved

• An SSL certificate is now correctly used after updating to version 7.0.x.

• An incoming DID route set to 'Voice Calls and and Faxes' now correctly log a call as Missed. 

• The admin page Server > Maintenance: System Clock is now accessible even if no time zone selection has been made during first boot.

• The admin call log (Reporting > Call Reports > Call Logs) can now be exported to XML or XLS when searching by caller ID or incoming DID.

• In the admin call logs and call reports, charts now render correctly.

• Polycom phones can now dial into a conference extension and room for which the Polycom's extension is an admin.

• Faxes are now being correctly created as PDFs.