How to dial out with 3CXPhone for Windows

The method for Acarda Outbound to dial out with a v14 3CX phone system requires that the softphone 3CXPhone for Windows is installed. If this is not installed please contact your 3CX integrator for instructions. These instructions apply to both the Team and Solo Editions of Acarda Outbound v7.2.0.2304 and above. To get Acarda Outbound to dial out with a v14 3CX phone system you can take the following steps:

Installing 3CX Plug-in Files

When Acarda Outbound Agent or Solo is installed a folder is created as “C:\Program Files\Acarda\Acarda Outbound\3CX Support Files” (or “C:\Program Files (x86)\…” on 64bit installs) which will contain the two plug-in files “Innovasoft.XDMessaging.dll” & “Innovasoft.S3CX.dll”. Copy the two files to the install folder of the 3CXPhone (3CXWin8Phone.exe) which by default is “C:\ProgramData\3CXPhone for Windows\PhoneApp”.

To activate the plug-in locate the file C:\ProgramData\3CXPhone for Windows\PhoneApp\

3CXWin8Phone.exe.user.config", open and edit adding the reference to "Innovasoft.S3CX" for the key="CRMPlugin", use a comma to separate multiple entries or add the key & value if required.

e.g.
<?xml version="1.0" encoding="utf-8"?>
<appSettings>
<add key="version" value="3.0.0" />
<add key="ClientSettingsProvider.ServiceUri" value="" />
<add key="CRMPlugin" value="CallTriggerCmdPlugin,Innovasoft.S3CX"/>
<add key="MakeCallTimeout" value="10000" />
<add key="MakeCallTimeoutCTIUnsupported" value="200000" />
<add key="EnableVCELogging" value="true" />
<add key="MaxLogFileSizeMb" value="5" />
<add key="RequestTimeout" value="60" />
<add key="MaxUploadSizeKb" value="2048" />
</appSettings>

When the 3CXPhone is started the plug-in will now automatically be loaded enabling the dial functionality to be activated from Acarda Outbound.

Connecting Acarda Outbound to the 3CXPhone for Windows Softphone

To set the correct dialing device for Acarda Outbound Team: In Acarda Outbound Agent click on the Tools menu up the top right side of the screen and select the Dialing Device submenu. For Acarda Outbound Solo: Click on the Agent View tab and in the top right, click the Tools menu and select the Dialing Device submenu.

To dial out via the 3CXPhone, the softphone must be installed, running and logged in before continuing. In the Acarda Outbound Dialing Device select “3CXPhone for Windows” from the drop down. Click Save to select this option.

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Figure 1: The 3CXPhone for Windows dialing device selection.

When you select the 3CXPhone for the dialing device and you have Acarda Outbound administrator rights you have the option to test dial a number. Click the Test button in the lower left of the window. This will open the Test Dial Settings window.

image

Figure 2: The Test Dial Settings window.

Enter a number to dial, click the Dial button to test the dialing via the 3CXPhone. A log will also be shown to indicate success or error in the dial attempt. Click the Hang Up button to end the call.

Once successful close the Test Dial Settings and Dialing Device windows to return to the Agent or Solo dialing screens. The 3CXPhone will now be set as your default dialing device and be used to dial and hang up calls from Acarda Outbound.

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