For a video demonstration, go to: https://www.youtube.com/watch?v=YJ7DjUW3pAU&list=PLXADOltuavV9jC_HL7NiOiBoKA9VZIBxm&index=9   To add a shared contact that will be shared in all user’s contact list: Select “Shared Contacts” on the upper right side of the screen.   Select “Add Shard Contact” which will open a new dialogue box to add the shar...

Introduction The VIP Portal for Users is a web-based tool that is available to be used to access your own settings including messages (voicemail, SMS, and fax), add personal contacts, customize your own answering rules, and time frames, edit your physical phone settings, music on hold options, and your call history for your extension. This guide wil...

Introduction Call Center for Supervisors gives a call queue supervisor the ability to access Call Center for queue analytics, the ability to manage your call queues, and manage your call center agents. This guide provides an overview of your options within the VIP Portal as a Call Center Supervisor. For a video demonstration: Your browser does not s...

How to Create a Ring Group Ring Groups can be created to call specific extensions at the same time. This would be like creating a Ring All Call Queue without all the options that a Call Queue provides. Select the “Add Ring Group” button on the upper right side of the page. Give the ring group a name, extension, department name (optional), and site (...

Introduction VIP Mobile is a mobile app that you log into using your iPhone or Android device, and functions as a Crexendo phone.  This app has all the features of a regular Crexendo desk phone and allows you to: Make and receive internal office calls as if you were at a desk phone. Transfer both internal and external calls. Internal and external (S...

Whether you are upgrading from our Crexendo Classic software or are brand new to Crexendo, we are excited to welcome you to our VIP platform for business communications and collaboration. The VIP Portal is designed to elevate your experience and provide you with a host of valuable benefits.   Purpose The Crexendo Guidebook is meant to be a reference...

For a video demonstration: Your browser does not support HTML5 video.   For a printable version, click HERE .     How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Send.” Press or , enter the phone number, and press “Send.” Press the line key, enter the number, and press “Send.” Select “New Call,” enter t...

Introduction VIP Analytics is a tool designed for Office Managers and Call Center Supervisors to keep your team up to date on real time queue statistics displayed on a TV, monitor, or individual PC in your call center. These VIP Boards allow you to create “cards” that display all the information that is important for you to see in real time.  This g...

Introduction Crexendo VIP Voice Studio enables you to create professional welcome greetings, auto-attendant, IVR (Interactive Voice Response), and call menu recordings, and mix them with license-free music ready to play to queuing and holding callers. This guide provides the steps to accessing and using Voice AI Studio. To access Voice AI Studio, fi...

Introduction Auto Attendants (AA) act as a main menu for callers. The menu can be the first step in your company’s call flow, an after-hours solution to give options when a call comes in outside business hours, or a redirect for callers to specific call queues, users, voicemails, and a dial by name directory. Auto Attendants can also be used to play...

Introduction VIP Call Center gives you the ability to gather data on queues and agents in your Crexendo VIP environment. In addition to the default Call Center Dashboard, supervisors can: Create customized dashboards with "gauges" that monitor the health of your queues and agents.  These gauges come in many shapes and sizes and can be customized wit...

Introduction: In the Call History section of the VIP Portal, administrators can block calls coming to the domain. In the VIP Portal for Users, a user can also block SPAM or Robo calls. This guide will show how an administrator can block a number for the entire domain and how a user can block a SPAM or robocall number. For a video demonstration, go t...

Introduction The VIP Portal provides the option to record calls that occur in your domain. These recordings can be used for your needs such as training purposes, quality control, etc. Call Recordings can only be turned on/off and listened to by an Office Manager. All call recordings are stored in the portal for 90 days unless you configure them to b...

For a printable version, click HERE.   How to Pair the Handset with the Base Plug the Base into the wall for 1) power and 2) ethernet. The base cannot be connected via WiFi, so please make sure you have an accessible ethernet connection. If you are using POE (Power over Ethernet), you will just need to plug it in accordingly. If you have questions a...

For a Printable version, click HERE.     How to Pair the Handset with the Base Plug the Base into the wall for 1) power and 2) ethernet. The base cannot be connected via WiFi, so please make sure you have an accessible ethernet connection. If you are using POE (Power over Ethernet), you will just need to plug it in accordingly. If you have questions...

  For a Video Demonstration: Your browser does not support HTML5 video. For a Printable Version, click HERE.   How to Place a Call (several options): Select the icon and dial the number using the keypad. Select the icon to access your contacts. Select the icon to access your recent call history.   How to Answer a Call (several options): Select “Answ...

  For a Video Demonstration: Your browser does not support HTML5 video.   For a Printable Version, click  HERE.     How to Place a Call (several options): Select the icon and dial the number using the keypad. Select the icon to access your contacts. Select the icon to access your recent call history.   How to Answer a Call (several options): Select ...

For a Video Demonstration: Your browser does not support HTML5 video. For a Printable Version, click HERE .   How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Call.” Press or , enter the phone number, and press “Call.” Enter the phone number, press “Call,” and pick up the handset. Press the line key, ent...

Introduction Welcome to your dedicated Voice of Customer (VOC) platform, designed to provide invaluable insights from customer interactions. This powerful tool captures, analyzes, and helps you understand the voice of your potential and existing customers, enabling you to enhance their experience, refine your offerings, and drive success. Configurat...

For a video demonstration: Your browser does not support HTML5 video.   For a Printable Version, click HERE . How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Call.” Press or , enter the phone number, and press “Call.” Enter the phone number, press “Call,” and pick up the handset. Press the line key, ent...

  For a video demonstration: Your browser does not support HTML5 video. For a Printable Version, click HERE.   How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Call.” Press  or , enter the phone number, and press “Call.” Enter the phone number, press “Call,” and pick up the handset. Press the line key, e...

For a Video Demonstration: Your browser does not support HTML5 video.   For a Printable Version, click Here .     How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Call.” Press or , enter the phone number, and press “Send.” Enter the phone number, press “Call,” and pick up the handset. Press the line key,...

For a video demonstration: Your browser does not support HTML5 video. For a printable version, click HERE .     How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Send.” Press or , enter the phone number, and press “Send.” Press the line key, enter the number, and press “Send.” Select “New Call,” enter the...

  For a video demonstration: Your browser does not support HTML5 video. For a Printable Version, click HERE . How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Call.” Press  or , enter the phone number, and press “Call.” Enter the phone number, press “Call,” and pick up the handset. Press the line key, en...

Introduction Conference Bridges are a great way of meeting via telephone. This guide contains all the information necessary to operate your VIP conference audio bridges as a Crexendo Office Manager. Available options include: Organizations can have more than one bridge. They can be combined with video conferences (VIP HD) Each bridge can have a “lea...

Introduction This guide contains the procedures to use the faxing features on the VIP Platform for both inbound and outbound faxes and how to setup a fax account in the VIP Portal for Managers.   Receiving Inbound Faxes Once the fax feature is enabled by Crexendo, incoming faxes will be delivered to the email address(es) of your choosing.  You can h...

Introduction The Call History section of the VIP Portal shows any calls to and from the domain or to and from the individual user.  This guide illustrates how an Office Manager can run reports, filter calls, and retrieve call recordings from all calls in the domain, and how to block SPAM/ROBO Calls in the VIP Portal.   Call History for an Office Man...

For a video demonstration:   Your browser does not support HTML5 video.   For a printable version, click Here .   How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Send.” Press the headset button or the speakerphone button, enter the phone number, and press “Send.” Enter the phone number, press “Dial,” an...

Introduction This guide illustrates how to use SNAPbuilder to change the feature and line buttons on your Crexendo desk phone.  For a video demonstration: Your browser does not support HTML5 video. NOTE:   SNAPbuilder is only used for feature buttons (not Soft Keys).  Feature/line buttons are located on the left and right side of your desk phone dis...

Introduction Crexendo VIP Portal allows you to add customized hold music and messages to your call queues for your customers.  This guide will walk you through adding your own music to your call queues and to add your own messages to be played while your callers are waiting for an agent to take their call. For a video demonstration: Your browser doe...

Introduction: The Users section of the VIP Portal for Managers gives you the ability to manage your users in one place. This guide contains the procedures to add, edit, and reset or delete users. This action can only be done by an admin or “Office Manager” scope from the VIP Portal for Managers.   How to Add a User: For a video demonstration, go to:...

For a Video Demonstration: Your browser does not support HTML5 video.   For a Printable Version, click HERE . How to Place a Call (several options): Pick up the handset, enter the number, and press . Press or , enter the phone number, and press . Enter the phone number, press and pick up the headset. Press the line key, enter the number, and press ....

Introduction Time Frames are set periods of time that you want your phone system to follow. This could include scenarios such as business hours, after hours, and holidays. Note :  Creating Time Frames only makes the system aware of these periods. A time frame by itself does not cause the system to perform any action during these times. The time fram...

For a video demonstration: Your browser does not support HTML5 video.   For a Printable Version, click HERE.     How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Call.” Press  or , enter the phone number, and press “Send.” Enter the phone number, press “Call,” and pick up the handset. Press the line key,...

For a video demonstration: Your browser does not support HTML5 video.   For a Printable Version, click HERE .     How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Call.” Press  or , enter the phone number, and press “Send.” Enter the phone number, press “Call,” and pick up the handset. Press the line key...

Introduction Call Queues can be used to route calls to specific groups of users in your domain. The queue places the caller on hold and presents the call to pre-defined groups of users.  You can specify different types of call queues such as Round Robin, Ring All, Linear Hunt, Linear Cascade, or Call Park.  Users that receive calls from a call queue...

Introduction The Inventory section of your Crexendo Portal provides the Office Manager an organized list of your domain’s direct dial Phone Numbers, SMS numbers (if applicable), Phone Hardware, and Fax Numbers. The Inventory sections is also where you can assign direct dial numbers to users, assign time frames and call routing to your business numbe...

  For a video demonstration: Your browser does not support HTML5 video.   For a Printable Version, click HERE .     How to Place a Call (several options): Pick up the handset, enter the phone number, and press “Call.” Press  or , enter the phone number, and press “Send.” Enter the phone number, press “Call,” and pick up the handset. Press the line k...