1c rarus integration with telephony softphone. Mail manager and emails

New in version 2.0.9.4

Added check for the status of the enterprise (liquidated or not) in the search wizard.

Refinement of group registration of clients.

The format for specifying the name of the client has been improved during the Clarification in the VCI - the abbreviation of the form of ownership is indicated after the name of the client, and not before it.

VCI reports are also included in the list of Clients.

Mobile app iCRM

New exchange mechanism with iCRM mobile application. The process of data exchange and initial loading has been greatly accelerated.

Updated apps in mobile app stores.

Found bugs fixed.

The external SoftFon panel has been updated to version 3.0.3.42.

Attention! An update of the SoftFon server to version 3.0.3.191 is required.

Integration with MS Exchange and MS Outlook

Fixed errors loading contacts and events from MS Outlook 2013.

Fixed a bug when exchanging messages with attachments with MS Outlook.

Fixed duplication errors when exchanging events with MS Exchange Server.

Fixed error of placing unsent letters in the "Outbox" folder instead of "Drafts".

In case of an attempt to send a letter without recipients by a routine task, the letter is transferred to "Drafts".

Fixed issue with sending reports by email.

Improved check for correct address Email when recording contact information and letters. After entering an address with spaces, they are now automatically deleted.

The request to transfer the base letter to the Processed folder when recording documents is no longer repeated after the transfer is completed.

Fixed problems with sending emails in the web client.

The problem of sending letters with pictures in the body of the letter under limited rights has been fixed.

Improved forwarding of letters with pictures in the text of the letter.

Business processes and tasks

Fixed error when starting from the event of a typical business process "Claim analysis".

When you create an event by dragging and dropping a business process task into the calendar, the Contact is now populated from the task itself, rather than the “primary customer contact”.

Fixed the problem of recording the schedule for periodic business processes.

The creation of an Order from a Customer's card with limited rights has been improved.

Other

The rules for exchanging with the Accounting Department have been updated.

Fixed a bug when adding several elements of the same type of contact information to the forms of a catalog item.

The exchange plan "Full" has been updated.

Fixed a bug with creating duplicate clients when loading from external files if the data had problems at the beginning in the file. Now, when loading, all fields are trimmed with spaces on the left and right.

For all basic forms, a "compact" form mode is included for use in the Taxi interface.

Fixed the error of consciousness of the Order based on the Event.

The error of sending SMS to a client with several values of the same type of number has been fixed.

Improvements have been made to invoice printing when using the "Currency transactions accounting" setting.

Fixed other found bugs.

New in version 2.0.9.3

The identified errors have been fixed.

New in version 2.0.9.2

VCI service integration: Business

The LIC service method library has been updated.

A demo mode for working with the service has been implemented. This mode is used when the "Use VCI service: Business" setting is enabled, but the access key is not entered. In this mode, the functionality is partially available, some functions are disabled (for example, reports), some of the data found is replaced with asterisks. A demo example is displayed for reports opened from a customer card. Demo mode allows you to familiarize yourself with the basic integration options before purchasing an access key and licenses.

On the search page, called by the "Refine in LIC" command, it is allowed to change the data in the search fields.

Implemented saving the period and size of the sample during the selection for the VCI service for marketing documents.

Fixed the problem of incomplete filling of the customer registration form in the case when the customer opened in the VCI panel from the customer card.

Fixed the problem of generating the "PDO Report" if the client was opened in the VCI panel from the counterparty card.

Improved request form extract from the Unified State Register of Legal Entities:

manual input of e-mail and phone is allowed;
Added a check for the correctness of the e-mail address;
The phone is not substituted by default, as it is not required;
An open button has been added to the full name field, which opens the card of the current user. If changes are made to the card (for example, a phone number is added), then the data in the form of inquiry for the Unified State Register of Legal Entities is automatically updated.

Integration with 1C-Bukhfon service

The problem of communication with the 1C-Bukhfon web service, associated with outdated certificates, has been resolved. The work is now done over a secure OpenSSL connection.

ICRM mobile application

The iCRM mobile application is a working tool for sales managers with the ability to work both online and offline. The solution is designed for the operational work of sales managers with access to the following information:

customer base with contact information and the ability to call, send an SMS message and write a letter by "one click";

a calendar of planned interactions with customers and a To-Do list, which reflects the tasks of the manager;
execution of tasks for business processes, in which the manager participates as an "executor";
setting orders to other employees of the company and reflecting the execution of orders, where the executor is the manager;
attaching photos, audio and video recordings when registering customer interactions and sending them to the central CRM system;
sending the price list from the solution by e-mail.

A detailed description of the functionality, settings and data for downloading the application is given in the Section "Techniques" - "Mobile application iCRM", and also opens from the section " Third party services»System settings.

Document "Event"

The creation of notifications to the responsible executor when forwarding an event has been improved: the notification settings after forwarding are changed - they are taken from personal settings new person in charge.

The message that the configured notifications cannot be generated at the current Event date has been made more informative.

Integration with telephony (1C-Rarus: SoftFon 2.0)

The distribution kit of the external panel 1C-Rarus: Softphone has been updated.

The external SoftFon panel has been updated to version 2.0.3.32.

Attention! It is required to update the SoftFon server to version 2.0.3.185.

Mail manager and emails

In the client-server version of the work, direct sending of letters is allowed without using a scheduled task.

Recorded, but not sent letters are now correctly placed in the "Drafts" folder.

The scheduled task for sending letters has been improved: if a letter is encountered with empty recipient fields, then it is transferred to the "Drafts".

The external processing "Detection of Incorrect LettersOnServer.epf" has been added to the list of materials. This processing allows you to find problem letters causing the fall of 1C: Enterprise when receiving mail. In the course of processing, a log file is written, which can be used to determine which letter is the system crash. Next, you need to find such a letter on mail server delete it manually or forward it somewhere.

Business processes and tasks

Fixed request to get points on the route map of the Business Process in the presence of several versions of the map.

Fixed deleting personal tasks from the general list of Tasks.

Fixed a bug that occurred in an empty list of tasks or with some groupings in the general list of Tasks.

The 1C-Rarus company has released a new version of the 1C-Rarus: SoftFon PROF rev 2.0 product. The software product is a universal solution for integrating an office automation system on the 1C platform with digital andIP telephony systems. The solution helps to significantly improve the efficiency of the control room, help desk, sales and marketing department.

SoftFon PROF 2.0 is designed to manage telephone calls in companies of various sizes: from individual entrepreneurs to holding structures. The solution can work with both incoming and outgoing and intra-office calls, allowing you to:

· Increase the number of processed incoming calls by 60%;

· Reduce by 3 times the client's waiting time when calling the company, ensuring minimum delay in the service of calls;

· Significantly improve the quality of call processing;

· Provide 100% fixation of calls regardless of the "human factor".

"SoftFon PROF 2.0" saves up to 3 minutes on each incoming call, up to 50 seconds on each outgoing call, up to 2 minutes on information transfer when routing a call. The solution can be used by companies of various sizes for integration with office digital and IP PBXs, including:

· Panasonic KX -TDA and KX -TDE;

· Avaya IP Office;

· Cisco Call Manager, Manager Express and UC;

· IP ATC "Asteriks";

· IP-ATS "AGAT UX";

· Call-center "INFINITY";

· as well as other PBXs that support the TAPI 2.1 interface.

The product can be used both as an independent application and in conjunction with programs developed on the 1C: Enterprise 8.2 platform. Use with 1C solutions is possible both in normal mode and in mode thin client.

Integration office PBX and systems based on the 1C: Enterprise 8.2 platform allows you to significantly increase the efficiency of work and business security due to the following capabilities:

· Determination of the phone number for an incoming call;

· Informing the operator about the call and automatic identification of the client with the information displayed on the phone screen *;

· 100% recording of calls and their content. Now there is no need to separate call reception and processing between the secretary and the manager.

· Automatic creation new documents in 1C: CRM *.

· Further processing of the call to 1C: CRM *. After fixing a call in the CRM system, it is easy to control its processing. The responsible person is assigned, a time frame and a template for actions are provided.

· Registration of missed calls. As a result, it is possible to call back the customers who did not get through and the employees of the company.

· Notifying the operator about the state of the internal telephone lines of the PBX (free / busy).

Analysis of the recording of conversations **. The ability to listen to the recording of conversations from the CRM system.
One-click dialing.
Telemarketing automation.

* - when integrating office telephony with 1C: CRM»Versions of PROF and CORP.

** - when integrated with the recording system telephone conversations"SPRUT" and " CLON».

It is possible to test "SoftFon PROF 2.0" before purchasing. The 1C-Rarus company has provided free access to the program with the ability to fully work with it for one user. To do this, you need to fill out a form on the official website rarus ... ru ... It is possible to expand the number of users of the system by purchasing licenses:

Software " 1C-Rarus: SoftFon PROF»Designed to optimize the processing of incoming and outgoing phone calls in small and medium-sized organizations. Close integration telephone system with CRM-system provides fast access to information about the client and contributes to the implementation of CRM technologies.

2017: Certification of the third edition in the 1C firm and the beginning of sales

The development complements the solutions “1C: ERP 2”, “1C: Trade Management” (editions 10.3 and 11), “1C: Management of a manufacturing enterprise”, “1C: Integrated Automation” (editions 1.1 and 2), “1C: Management of our company ". The product can be used to create original systems on the 1C: Enterprise 8 platform for solving problems related to the integration of telephony.

2015: 1C-Rarus: Integration with telephony (SoftFon), edition 3

Some properties of "1C-Rarus: Integration with telephony (SoftFon) 3.0":

Automatic detection incoming call and identification of the number on the base helps to determine in advance which client is applying for and for what reason;
Automatic recording of the fact of a call and registration of a new phone number in 1C: Enterprise, easy control of its further processing in the system;
Fast dialing of client, employee and call dispatching in "one click";
Comfortable communication with colleagues:
- the program records missed calls,
- the general address book is supplemented with photographs of employees,
- short messages can be sent in the internal chat,
- each employee knows when and how to contact a colleague, as well as to whom the client's call needs to be transferred;
Listening to a recording of a conversation from 1C: Enterprise, resolving conflict situations and analyzing customer complaints.

The solution is universal and allows you to integrate with many popular PBXs on the market: Panasonic, Cicsco, Asterisk, Samsung and a number of others, cloud PBXs from Enfort, Beeline, Mango, 1C-Rarus, FreeSwitch or any other PBXs that support SIP and / or TAPI 2.1 protocols.

The solution is delivered in a client-server mode of operation, which allows it to be used both for several users and to scale to hundreds of concurrent users.

The solution interacts with thick and thin clients "1C: Enterprise 8". The product supports all versions of MS Windows operating systems.

The solution can be used independently, but the greatest effect from its application will be achieved when used together with accounting solutions on the 1C: Enterprise 8 platform. Recommended solutions from the company "1C", in which the integration module is already built-in: line of solutions "1C: CRM 8", "1C: ITIL CORP", "AlfaAvto", ed. 4.5, "1C: Medicine". The solution has modules for integration into standard configurations of 1C products: 1C: ERP Enterprise Management 2; "1C: Trade Management 8", ed. 10.3 and ed. eleven; "1C: Manufacturing Enterprise Management 8"; "1C: Integrated Automation 8", ed. 1.1 and ed. 2; "1C: Management of our company 8" and any other industry solutions based on them.

To get acquainted with the solution, it is provided free of charge in full functionality for one workplace... Further expansion of jobs is licensed based on the number of active sessions (jobs).

The product supports integration with telephone systems: Panasonic KX-TDA / TDE, Avaya IP Office, Cisco Call Manager / Cisco Call Manager Express / Cisco UCM, IP ATC Asterisk, IP-PBX "AGAT UX" / Call-center Infinity, other PBXs, supporting SIP and / or TAPI 2.1 protocols.

"1C-Rarus: Integration with Telephony (SoftFon)" can be used as an independent program, but to achieve maximum efficiency it is recommended to use it in conjunction with products based on the "1C: Enterprise 8" platform. The solution is built into the products "1C: CRM", "1C: ITIL", "Alfa-Auto", "1C: Medicine" and into the configurations combined with them.

2014: 1C-Rarus: Integration with telephony (SoftFon), edition 2

Increase the number of processed incoming calls by 60%;
Reduce by 3 times the client's waiting time when calling the company, ensuring a minimum delay in servicing calls;
Significantly improve the quality of call processing;
Provide 100% fixation of calls regardless of the "human factor".

Integration of office PBX and systems based on the 1C: Enterprise 8.2 platform can significantly increase the efficiency of work and business security due to the following features:

Determination of the phone number for an incoming call;
Informing the operator about the call and automatic identification of the client with the information displayed on the phone screen *;
100% recording of calls and their content. Now there is no need to separate call reception and processing between the secretary and the manager.
Automatic creation of new documents in 1C: CRM *.
Further processing of the call to 1C: CRM *. After fixing a call in the CRM system, it is easy to control its processing. The responsible person is assigned, a time frame and a template for actions are provided.
Registration of missed calls. As a result, it is possible to call back the customers who did not get through and the employees of the company.
Notifying the operator about the state of the internal telephone lines of the PBX (free / busy).

Analysis of the recording of conversations **. The ability to listen to the recording of conversations from the CRM system.

One-click dialing.
Telemarketing automation.

2012: 1C-Rarus: Integration with telephony (SoftFon), edition 1

“1C-Rarus: SoftFon PROF, ed. 1 "helps in the work of the dispatch department, help desk, sales and marketing department. Typical time savings:

35 seconds on each incoming call;
15 seconds on each outgoing call;
up to 2 minutes on the transfer of information when routing a call.

Program "1C-Rarus: SoftFon PROF, ed. 1 "allows you to:

increase the number of processed incoming calls;
ensure a minimum delay in servicing calls;
improve the efficiency of employees and the quality of call processing.

The software product is a universal solution and can be used with telephone systems that support the TAPI 2.1 interface. On this moment recommended stations for software product"1C-Rarus: SoftFon PROF" are:

Panasonic KX-TDA;
Panasonic KX-TDE;
Avaya IP Office;
Cisco Call Manager;
CISCO Call Manager Express;
CISCO UC;
Asterisk PBX.

For the operation of the program "1C-Rarus: SoftFon PROF, ed. 1 "you need to install and configure:

telephone system equipment (for example, Avaya IP Office, Cisco Call Manager, or Panasonic PBX)
telephone network
computer network

The resulting hardware system is shown in the diagram.

When using analog lines to connect to a city automatic telephone exchange, it is necessary to use caller ID converters. They are used to convert the subscriber's number into CallerID signals processed by the PBX. Converters are not required when using digital ISDN lines.

It is also necessary to install and configure the "1C: Enterprise 8.0 configurations" and the "1C-Rarus: SoftFon, Prof" program.

The solution "1C-Rarus: Integration with telephony (SoftFon)" serves to manage telephone calls in companies of various sizes: small, medium and large. This product can work with both external and internal calls.

Users can get 1C-Rarus: Telephony Integration (SoftFon) solution for FREE. Edition 3 "with the possibility of full-fledged work in it for one user. To do this, you must fill out a questionnaire.

The solution "1C-Rarus: Integration with telephony (SoftFon)" allows:

Increase the number of processed incoming calls.
Provide a minimum delay in servicing calls.
Increase the efficiency of employees and the quality of call processing.

Time savings are reflected in the following indicators:

35 seconds on each incoming call;
15 seconds on each outgoing call;
up to 2 minutes on the transfer of information when routing a call.

Benefits of using the solution for you

Convenience of communication with colleagues.
Information about missed calls, general address book with employee photos, internal chat.
Informing colleagues.
Each employee knows when and how you can be contacted.
Analysis of statistics.
Duration and number of calls by day / week, including missed calls.
Communication quality management.
Listening to a recording of a conversation from 1C: Enterprise, easy analysis of conflict situations, customer complaints.
Speed dialing.
Convenient dialing of the client's, employee's number and call dispatching in "one touch of the mouse".

Benefits of using the solution for your customers

100% call fixation.
Automatic recording of the fact of a call and registration of a new phone number in 1C: Enterprise
We see who is calling.
The employee always knows which client and for what reason he is contacting.
Further processing of the call to 1C: Enterprise.
After fixing a call, it is easy to control its further processing in 1C: Enterprise solutions.
Dynamic call routing.
Based on data from 1C: Enterprise, your PBX knows which employee to switch the client to.
Reduction of service time by 2 times.
Sharing integration with telephony and knowledge base in 1C: CRM and / or 1C: ITIL solutions.

Key features of the solution

Determination of the phone number of an incoming call, search for a client by it.
Informing the operator about the call and who is calling.
Call control using a computer.
Automatic creation of a new document "Event" when working with the configuration on the platform "1C: Enterprise 8" or other documents (for example, "Buyer's order", etc.).
Automatic dialing phone number from many dialog boxes configurations on the 1C: Enterprise 8 platform.
Registration of missed calls - you can call back customers who did not get through, company employees.
Notifying the operator about the state of the internal telephone lines of the PBX (free / busy).
Recording telephone conversations with the ability to listen to them from the configuration on the 1C: Enterprise 8. *
Setting up dynamic call routing according to the rules loaded from the configuration on the 1C: Enterprise 8 platform.
Maintaining local and general address books with the ability to download them, both from the PBX and from the configuration on the 1C: Enterprise 8 platform.
Using black / white lists to control incoming calls to the organization.
Internal chat for communication during calls.
Loading the general address books of the organization from 1C: Enterprise with the indication of contact information (internal and cell phone), as well as photographs of employees.

technical support

The solution "1C-Rarus: Integration with telephony (SoftFon)" allows you to integrate with configurations made on the 1C: Enterprise 8 platform, both in the normal and thin client mode. Telephone exchanges supported by the solution are presented in the table below:

The solution "1C-Rarus: Integration with telephony (SoftFon)" has a built-in SIP client and allows you to integrate with any other telephone exchanges, both fixed and in the cloud, using the SIP protocol.

Important! When integrating only via the SIP protocol, without interaction with the PBX from the server side, the functionality of the solution may be limited. Check the details of the functionality limitation with us.

Delivery of the solution “1C-Rarus: Integration with telephony (SoftFon). Edition 3 "includes:

Server “1C-Rarus: Integration with telephony (SoftFon). Edition 3 ".
Demo configuration done on managed forms, for embedding into any configurations of "1C: Enterprise 8" (available only for paid use of the solution).
User manual "1C-Rarus: Integration with telephony (SoftFon). Edition 3 ".
Configurations for embedding the solution in "1C: Manufacturing Enterprise Management", "1C: Trade Management 10.3", "1C: Integrated Automation", "1C: Small Business Management", "1C: Trade Management-11", "1C: ERP 2 "," 1C: Integrated Automation 2 "together with instructions.
A set of teaching materials for setting up a solution for different types PBX.

Users of the solutions "1C: CRM" and "1C: ITIL CORP", which already have a built-in solution "1C-Rarus: Integration with telephony (SoftFon)", have the opportunity to receive updates and technical support in the presence of a valid ITS Sectoral for one of the specified products without purchasing a license for technological support (12 months).