Business Integrator – Getting Started

Introduction

Use Business Integrator to easily manage key telephony features like do not disturb, call forwarding, and mobility settings. This guide walks you through the steps for getting started, including download, install, login, and initial configuration.

1.

Download and Install

To install Business Integrator:

1. Go to the following URL: https://proconnect.consolidated.com/downloads_n_links/
2. Under Business Integrator, click the Download link. A file will be downloaded to your computer. Depending on your computer configuration, you may be asked if you want to save the file.
3. Double-click the Integratorinstaller-4.X.X.xxxx.exe file and click the Install button.
4. Review the End-User License Agreement and click the I Agree button to continue. You must agree to the End-User License Agreement to complete the installation.
5. Follow any on-screen instructions. Once the Business Integrator has finished installing, click the Finish button to close the installer.

2.

Login

When the installation completes, the Business Integrator application will launch. To log into the application:

1. Enter your Username and Password
   • Your username is your ProConnect phonenumber@voicecci.net
   • Your password is your Proconnect password.
2. Click Advanced.
3. Enter the access code for Consolidated CHMCONC
4. Click Log in.

Business Integrator is designed to be discrete and sits silently in your tray menu, waiting to be clicked on or for calls to be made or received. It is always running and providing useful information as you need it, yet at the same time not interfering when you are working in other applications.

1. To open, expand your tray at the bottom of your screen.

   

   Click image for large view</strong >

1. Right-click the Business Integrator icon.

Note: In Windows, some tray icons become hidden and must be shown. These settings are stored in the Notification Area Icons part of the Windows Control Panel.

3.

Guided Tour

Once you have successfully logged in, right-click the application to see a snapshot of the most common features of the Business Integrator application. This guide provides a brief overview of each of the feature functions.

Within the Home tab, you can find the following features:

• Presence – This will open a pop-up window that enables the search and selection of users to monitor their phone presence. You can also place a call to a user, show their user information, and mark them as a favorite.

  

  Click image for large view</strong >

• Address Book – Select this option to open a pop-up window that enables the search and selection of users in your site and your CRM contact directory.

  

  Click image for large view</strong >

• Call History – This shows your call history and allows you to quickly redial or add the number as a contact.

  

  Click image for large view</strong >

• Call Settings – Allows the configuration of specific features including Call forwarding and Do not disturb.

  

  Click image for large view</strong >

• Call Toolbar – Will open a pop-up window where you can see your current call, answer an incoming call, place a call, perform a call pickup, hang up the call, and place a call on hold.

  

  Click image for large view</strong >

• Configuration – Enables you to configure more advanced features within your application such as General settings, Events, Integrations, and About information.

  

  Click image for large view</strong >

• Search – Type a number here and press Enter on your keyboard to make an immediate phone call.

In the Recent Calls tab, you can see a snapshot of your recent call history. From here, you can place a call to that individual or save them as a contact.

The Preferred Device tab allows you to select the primary device in which you’d like to make and answer calls. You can select your device using the dropdown menu.

The Help tab provides you with various predetermined help categories. Click the category that you would like to view, and a page will open in the web browser.

The Session button allows you to access the following functions:

1. Change password – In order to change your password, you must know your current password.
2. Log out – This will log out the current user.
3. Exit Integrator Cara Go – Will unload the software from your PC. Your phone will still ring but you will no longer receive notifications on your PC.

4.

Initial Configuration

Before you get started using your Business Integrator application, you should configure some of the initial settings, including Telephony and Integration. In the main window, select Configuration. Here, you can set preferences for your Business Integrator. Click Save to save your changes.

To change your password:

1. Click the Session button
2. Select Change Password.
3. Enter the old password and the new password to replace it, then click OK.

Integration Configuration – Business Integrator works with several applications. For a full list, refer to the integration guides located within the Integrations menu.
Within the Configuration window, you can set up the Integrations you would like your Business Integrator to communicate with. To configure, follow these steps:

1. Under Integrations, select Add New.
2. From the drop-down menu, select the CRM software integration. Then, select Set. Depending on your selection, you will need to enter login credentials based on that platform.
3. Additional options will be presented for you to enable and are dependent on the integration type chosen.
4. Select Save to store any new or edited information.