|1. Login to the 3CX console as an admin and select Settings | CRM|
|2. This defaults to the Server Side tab where you specify the integration values|
|3. In the Select a CRM Solution section, upload the uManageTemplate.xml file you just downloaded. Set the Query CRM value to Always.|
|4. Click the Test button and you should receive a 'Success' message|
|5. In the API Key section, Enter the uManage Firm Auth Code (located under Firm | Manage Firm | Integration tab).|
|6. In the Enable Call Journaling section, Set to Checked|
|7. Navigate to the Contacts page under Advanced and click the Options button|
|8. In the Match Caller ID to a contact entry select Match Exactly
In the Add Group, Queue or DID/DDI Names to Caller Id select Do not add
|9. Congratulations! uManage 3CX is now configured and ready to use.
Next step is to configure the web clicent so when a call comes in, the contact information should open in a new tab.
|10. Open the web client then goto Settings|
|11. Select the Integration tab and set the top radio button to 'Automatically open Contact URL when CRM Integration is Enabled'. When a call comes in, this setting will open the contact in a new browser tab.
Alternately, you can select 'Off' which will require the user to click the card in the 3CX popup when a new call comes in.
Important: Do not select the third option 'Auto launch a Custom Contact URL using variables'