Knowledge Base

Installation and Configuration

System requirements

SIP account setup

How to enable logging and view log file

How to disable automatic call recording

Import phone book from CSV file

How to transfer program data (SIP accounts, contacts, history, recordings) to a new computer

SoftphonePro.ini configuration file

Remote login and provisioning

Configuration restrictions

Custom status options

Download old versions

Main Features

Setup windows layout

How to display Floating Window?

How to display Active Calls Window?

How to display Contacts Window?

How to display History Window?

How to increase Contacts Window width?

How to prevent Main Window popping on incoming or outgoing call?

How to clear Contacts and Call history?

How to restore windows position?

Using redial

Adjust speakerphone volume

Mute and unmute microphone

Call forwarding

Missed call e-mail notification

Multiple SIP accounts

Call waiting

Auto answer

Call recording

Pre-recorded voicemail drop

After Call Work

Keyboard shortcuts

User interface scaling

PBX Advanced Features

Setup call transfer method

Transfer call

Attended call transfer

Conference

Contact presence indication

Hold and unhold an active call

Cisco, Yealink XML remote phone book synchronization

Licensing

How multiple users license works?

«Unable to validate your license key» and «Unable to validate trial period» messages

«You have exceeded the maximum number of users» message

«The license key is not suitable for this program version» message

«The license key has expired» message

«The license key is invalid» message

Headset call control buttons integraiton

Jabra Evolve, Engage, Biz headset series integration

Instant Integration Features

Call phone number from clipboard

Outbound calling in Microsoft Office Еxcel

How to add Call button to Quick Access Toolbar in Microsoft Office Excel?

Click-to-call on phone number hyperlink with «sip:», «callto:», «tel:»

Click-to-call with a custom protocol prefix «call:» for example

Command line parameters

Obtaining customer data from 3-rd party system

Upload call recordings to network folder

Upload call recordings to web-server (HTTP)

Upload call recordings to FTP server

Upload softphone call recordings to cloud storage Google Drive, Dropbox, Microsoft OneDrive

Import phone book from CSV file

Cisco, Yealink XML remote phone book synchronization

Google Contacts phone book synchronization

Zoho CRM Integration

Zendesk Integration

Hubspot CRM Integration

Pipedrive CRM Integration

How to get DID number for incoming call?

Regular Expression (RegExp) syntax for Caller ID modification

Integration with 3-rd party Web Applications

Click-to-Call in web application

Call phone number, Answer call, Transfer and Hangup call, Play a pre-recorded message web application

Obtain customer data from 3-rd party system

Screen pop-up on incoming call in web application

Logging call in web application

Upload call recordings to network folder

Upload call recordings to web-server (HTTP)

Upload call recordings to FTP server

Upload softphone call recordings to cloud storage Google Drive, Dropbox, Microsoft OneDrive

Integration with 3-rd party Windows Applications

Click-to-Call in Windows application

Call phone number, Answer call, Transfer and Hangup call, Play a pre-recorded message in Windows application

Obtain customer data from 3-rd party system

Screen pop-up on incoming call in Windows application

Logging call in Windows application

Upload call recordings to network folder

Upload call recordings to web-server (HTTP)

Upload call recordings to FTP server

Upload softphone call recordings to cloud storage Google Drive, Dropbox, Microsoft OneDrive