How to use Windsor Telecom browser extension

  1. You will first need to install the browser extension.
  2. Once installed, you can login to the extension.

Definitions

Main screen:

  • Extension: This is your own phone extension that can be used for colleagues to reach you directly and is fixed.
  • Outgoing Caller ID: This is the number that will be displayed to the recipient when you dial out. You may choose from a list of numbers (if available).
  • Number to Call: You can either type or paste a number in to dial. You can also toggle caller ID by pressing “Withhold Caller ID” to keep your phone number private.

ChromeExtension-home

Callhistory
Call History:
Call history shows all your call history and gives the ability to dial back.

MyAccount
My Account:
This will take you to the Account Management page.

Presence2
Preferences
You can setup screen popping and caller ID lookup.

screenpop

Screen Pop:

The screen pop functionality allows the user to define a web page to be opened when they click on an incoming call notification. The primary use case of this functionality is to be able to link the caller's number to the contact record on a CRM. For this to work as intended the CRM must allow searching the contacts database by telephone number

i.e. https://example.com/contacts/01234567890

When this URL is loaded in a browser it would display the contact information for "01234567890".

Within the web extension settings, we can dynamically generate this search URL using the incoming caller number. To use the example URL above within the web extension settings all we must do is replace "01234567890" with "[callerId]"

i.e. https://example.com/contacts/[callerId]

Now when the incoming call notification is clicked, that URL will open with the callerId set to the incoming caller number. If that caller's number exists in the CRM, then a contact record will be displayed.

 

Caller ID: 

The caller ID functionality allows the user to define a web address where the incoming caller name can be looked up using their number

i.e. https://example.com/phonebook/01234567890

When this URL is loaded in a browser it would display the name for the contact who has the number "01234567890". This should be displayed as plain text. For example, the response would simply be "John Doe".

Within the web extension settings, we are able to dynamically generate this lookup URL using the incoming caller number. To use the example URL above within the web extension settings all we must do is replace "01234567890" with "[callerId]"

i.e. https://example.com/phonebook/[callerId]

Now before an incoming call notification is displayed, that URL will be called and if we get a name back, this will be displayed in the notification, otherwise, the callers number will be displayed as normal.

 

Click to Call:

Click2call

Select "Click to Call mode"

  • Everywhere: You can click to dial any number that you come across
  • Allow domains: You can only click to dial the selected domains.
  • Block domains: You will not be able to use click to dial on the selected domains. Please ensure you copy the entire URL into the “Blocked Domains” box.