Core Platform v20 is now LIVE

We've now started deploying new production systems to the latest core platform version 20. We're hard at work updating our documentation to reflect the latest UI changes, so if you see anything that needs updating, please don't hesitate to leave a feedback comment on the article.

We are still ironing out some final pain points in the migration process between v18 and v20, to make this as smooth and painless as possible for you and your team. Existing systems will be upgraded over the course of the coming months, and we will provide additional information to you directly and via these announcements as that upgrade comes up for your system(s).

We'll have more news to share at our upcoming event...

Denver Partner Connect: June 8th, 2025

Join us Sunday, June 8th, at the Hilton Garden Inn, Denver Airport for our first Partner Connect event of 2025!

At this free event we'll cover current roadmap items, future plans, and get feedback from the broader partner base and Partner Advisory Council on what bvoip should focus on in 2025-2026. This is also a great time to network with other bvoip partners, and both get and give tips on resale and phone system configurations.

Conveniently located less than 2 miles from the Pax8 Beyond 2025 conference venue, our event ends shortly before their welcome reception begins. You can much more easily adjust your travel plans to attend both events, rather than attending a bvoip-exclusive event. If you're already planning to attend Beyond, consider arriving a bit early to join us at the bvoip Partner Connect event.

 Click Here to register for free, or for more information! 

Implementation Platform and Checklist

We've built out an entirely new Implementation Portal for new partners, as well as those who just feel they need a quick run through the best practices to see what may have changed.

All new bvoip partners will go through a regular weekly cadence of calls as part of the onboarding, however existing partners can reach out to get a self-serve workspace where you can just run through this on your own time. We're also happy to meet up as needed for any questions you may have.

You can also still find our New Client Checklist in the admin portal under Partners > Resources > New Partner Onboarding which can help with onboarding new end customer especially.

Quality of Life and Bug Fixes

• A new User Management permission has been added to 1stream which allows access to the CRM User Mappings table, enabled for Admins by default.

• A subnet of IP addresses was not listed for approval on sending emails, causing two recently created systems to fail to send email, and that has been corrected.

• A bug was corrected in the Power BI Premium python templates, which would cause the scheduler to fail out if no calls were found within an hour or two of midnight.
• Many bugs in the v20 dashboard were squashed

Updated Office Hours

We've updated our Weekly Office Hours schedule for the upcoming months, and we've updated the Tuesday morning time to 9AM EST instead of the previous 10AM slot.

This change should allow for more companies in Europe to make the office hours timing work for them, while opening up an additional couple of slots in our calendar for additional morning meetings in the European time zones.

If you haven't ever stopped in, we sit in a Zoom meeting answering 1-on-1 questions and going over configuration and best practices, so we recommend popping in if you've got anything you want to discuss.

 Weekly Office Hours 

Speaker Recognition in Azure Transcription

We've added speaker diarization to Azure Transcription, allowing it to attempt to recognize and split apart the speakers in the call to better follow the conversation thread while reading the transcription.

It isn't perfect, especially as speakers talk over each other, and it only calls people "Guest-1/Guest-2/etc", but it will provide additional clarity to your team.

You'll find this option inside the Azure CRM settings; it's disabled by default to avoid breaking existing workflows.

We are working on our OpenAI integration which in testing provides caller name identification as well as more robust speaker split AND summarization and next steps, and we'll have more news to share on that soon.

Integrated SMS Blacklist

The Integrated SMS component of 1stream has been updated to include a blacklist function, which can be managed within the 1stream admin panel.

This also works with STOP and START keywords for customers to add and remove themselves automatically, reducing the need for you to manually maintain an unsubscribed list.

You can find more details on how to access this in our knowledgebase.

Quality of Life and Bug Fixes

• The HubSpot interface was updated breaking click to dial, but the 1stream Click to Dial extension has been updated to account for that change

• We corrected a bug in the Voicemail to Ticket routine which could in very rare circumstances cause the loop to get stuck until it was automatically reset overnight, delaying received voicemails. Additional monitoring has been added to detect any issues like this in the future.

• The backend 1stream service on each phone system has been updated, and this eliminates the rare issue where mobile app push notifications would randomly fail until a system reboot.
• A bug was corrected when on creating new trunks, it would error out and fail to save.
• Some systems had reported that the phone system level reports were not downloadable, and that bug has been corrected.

FFotW: PIN Protect

Forgotten Feature of the Week

A very little-known feature, the PIN Protect option allows you to set an extension to require a PIN to be entered into a special IVR before they can make any outbound calls.

This is perfect for public emergency devices, as numbers defined as Emergency Numbers bypass the PIN Protect function and go out normally. This can also be used for public intercom devices like you'd find in a department store, preventing misuse or abuse of the intercom.

Check out our article below for more details on how to use this

 Enable and Use PIN Protect 

Preparing for the Next Core Platform Release: Part 2

Towards the end of last year, we explained that we were preparing for our next platform wide major release and intended to deliver that between Dec 2024 - March 2025. You can read that update here.

We are prepared to start deploying net new accounts on the newer platform version before the end of this month, April 2025.

For existing accounts, we are still working on and streamlining our migration plan. Our new timeline to migrate existing accounts would be between now and September 2025.

If you have any questions, feel free to contact us at partners@bvoip.com or reach out to your account manager.

Denver Partner Connect, June 2025

As mentioned in the previous announcement, we've solidified the date for our first Partner Connect event of 2025, and it's going to be on Sunday, June 8th, at the Hilton Garden Inn, Denver Airport.

At this free event we'll cover current roadmap items, future plans, and get feedback from the broader partner base and Partner Advisory Council on what bvoip should focus on in 2025-2026. This is also a great time to network with other bvoip partners, and both get and give tips on resale and phone system configurations.

Conveniently located less than 2 miles from the Pax8 Beyond 2025 conference venue, our event ends shortly before their welcome reception begins. You can much more easily adjust your travel plans to attend both events, rather than attending a bvoip-exclusive event. If you're already planning to attend Beyond, consider arriving a bit early to join us at the bvoip Partner Connect event.

 Click Here for more information, or to register for free! 

Quality of Life and Bug Fixes

• We've removed the Send 1stream Email button from the 1stream admin portal, as that was a legacy function from when 1stream did not require the SSO account.
• When initially enabling the Queue Statistics Reset option in call queues, it was incorrectly setting the time to the current time instead of the default 00:00. This has been fixed, but you may need to update any recently modified queues to have a correct reset time.
• An issue was found in the OneDrive integration which caused files to stop updating between 4/7 and 4/17, that was corrected and that date range should be included in the current files.
• Fixed an issue with the Holidays menu where it would throw an unexpected error when changing the date for the holiday.
• All systems are now using AWS SES to send emails by default, and we've sunset our legacy mail provider. For the best reception, we will always recommend configuring your own SMTP server or integrating with Microsoft 365.

FFotW: High Availability and Alternative Routing

Forgotten Feature of the Week

For customers who need the highest levels of uptime, we offer full High Availability in which we setup a spare server which takes over in the event of an outage on the primary server, with downtime as low as 90 seconds before you can start making calls again in the softphone.

You can find more information on this in our High Availability Feature article of our knowledgebase, and current partners can find the SLA details under Partners > Resources > High Availability Accounts in the MTP admin panel.

For customers who don't want to pay for a second spare server, you can at least add alternative/backup routes. Click here for instructions for SIPTrunk.com.

We've solidified the date for our first Partner Connect event of 2025, and it's going to be on Sunday, June 8th, at the Hilton Garden Inn, Denver Airport.

At this free event we'll cover current roadmap items, future plans, and get feedback from the broader partner base and Partner Advisory Council on what bvoip should focus on in 2025-2026. This is also a great time to network with other bvoip partners and both get and give tips on resale and phone system configurations.

Conveniently located less than 2 miles from the Pax8 Beyond 2025 conference venue, our event ends shortly before their welcome reception begins. You can much more easily adjust your travel plans to attend both events, rather than attending a bvoip-exclusive event. If you're already planning to attend Beyond, consider arriving a bit early to join us at the bvoip Partner Connect event.

 Click Here for more information, or to register for free! 

PBX Radar Visibility Changes

Mostly useful for our resale partners with multiple systems under their purview, but good for any company who's looking into potential issues, the PBX Radar provides a single pane of glass view into the health of all systems.

We've reduced the refresh times, and increased verbosity of monitoring to help you see at a glance whether something is wrong (shown in red) or on the verge of becoming a problem (shown in yellow).

You can click into the name of any system in this list to get a bit of a deeper view into the specifics, as well as when individual data points where last updated.

Call Segment Termination Reason

Available to users with 1stream Enterprise or higher

The Call Segments feature allows for you to easily and visually track the path of a call as it flowed through the system, however it's not been entirely clear as to what is happening at the end of the log.

We've now added a termination reason, which will show if and when the Caller hangs up the call versus the Agent/System.

Quality of Life and Bug Fixes

• We've added the Contact Notes tab to the HaloPSA CRM integration, so you can now easily view the created contact notes directly within 1stream. These also appear in the "Notes" tab of the contact inside HaloPSA.
• Some additional less obvious time issues were corrected. Namely that when you opened a ticket window, closed, and reopened it, it would subtract one hour from the start time each time you did so.
• New systems will automatically run the Health Check for the MPP integration so you can immediately start adding new devices and testing, instead of having to wait for propagation. We are also working to add additional predefined defaults like Country Codes assigned to each datacenter/region, to speed along the setup process.

FFoTW: SFTP Synchronizer

Forgotten Feature of the Week

The SFTP Synchronizer can be found under the Tools menu of any phone system, and it allows you to copy or move your recordings and voicemails off the server to a secondary storage for backup or long-term retention.

A common use case is to setup a simple virtual machine or container running an SFTP service, which then has a mounted cloud storage endpoint with long term retention and low write cost, such as Amazon Glacier or Wasabi storage. If you're using Azure, you can use their blob storage which comes with a built-in SFTP endpoint.

If you need long retention but also high read/access rates, where cold storage isn't as cost effective, we recommend leveraging cheap refurbished storage in a RAID array at a physical location, with a secondary backup copy stored offsite

Mobile BLF Keys

With the latest release of the iOS and Android mobile apps for 3CX, there is now full support for BLF key usage before and during a call.

This will allow you to perform the same quick actions you know and love from your desk phone or web client while on the go, and this also streamlines the process for transferring a call to your mobile device from your desk. Simply setup a Shared Parking slot, park the call on the web client, and unpark on your mobile device, and off you go!

You can access the new BLF menu via the Team menu, and then either at the top left (iOS) or top right (Android) you'll see an All dropdown. Change that to BLF and you'll see all the hotkeys.

Don't forget about the New Client Checklist!!

We've worked with a number of partners over the past few months who have never seen our New Client Checklist at all, and we believe following it is crucial to ensure that you setup a new phone system properly and with all the necessary features configured for you or your end customer.

If you haven't done a best practice check in a while, it's also worth taking a look through your system(s) and ensuring you've at least got the 0. Critical tab covered across the board.

You can find a copy of this document under Partners > Resources > New Partner Onboarding

For entirely new partners, we are working on a new partner onboarding portal which will provide a more guided walkthrough of this spreadsheet. If you're interested in seeing this yourself, or you feel you just need a guided re-onboard, reach out to partners@bvoip.com and we can add you to the beta group.

Quality of Life and Bug Fixes

• We've added error handling to the PBX Radar menu to cover when that monitoring system is under maintenance.
• Added additional error handling and logging to many components, which should reduce the troubleshooting time as error screenshots should be more valuable.

• For a brief period, the Settings > Voicemail menu was not opening properly, instead only accessible via Storage > Voicemail > Quota. That has been corrected.

• Our team has corrected some components of the ticket matching routines, so that should perform a bit more consistently now.

• Numerous Time related issues were resolved, these occurred as a software update to the time code occurred at the same time Daylight Savings Time changed without taking that into account, causing many systems to show incorrect call times in their reports.
• A bug was corrected where the Catchall Company field would not return results in certain situations using ConnectWise as your CRM.

FFotW: Ring Out No Answer Auto-Logout

Forgotten Feature of the Week

For customers who have the 1stream Engage licensing or higher, you can leverage the RONA Auto Logout system to kick users out of the queue if they fail to answer a certain number of polling calls in a single day.

This ensures that your team members aren't bleeding queue hold time when they accidentally forget to change their status over lunch, and ensures customers can escalate through Skill Based Routing without getting stuck on a user who went to the bathroom but forgot to change their status.

Find more detail on this feature and how to configure it at the link below!

 Auto Logout Threshold in 1stream 

Billing Portal for Direct Partners

For direct partners only, distribution channel partners still use their distributors portal.

In order to streamline the process for retrieving your invoices and updating payment methods, we've setup a new billing portal where you can setup an account and view all these details in one place.

The primary billing contact on the account can visit Partners > Direct Billing Portal to register using their email address, and then view any previous invoices, view current subscriptions, and update payment methods.

Simple Time Entry for ConnectWise

Requires 1stream Core or higher

Users of ConnectWise will find a new option in their administration menu, Use Simple Time Entry. When this is enabled, the time entry for ConnectWise will switch to a simple rounded dropdown including 0.25/0.5/0.75/1 as options.

This allows your team to rapidly submit time entries when your company is dealing with rounded time entries, instead of having to math out the 15 minutes in their head.

Mass 1stream Sync

A longstanding feature request, we've now added the ability for you to mass-sync 1stream users so you no longer have to click each extension one by one to sync them over or correct any licensing discrepancies.

Simply go to Bulk Management > Mass 1stream Health Check and it will run through and ensure all your users are properly configured.

Quality of Life and Bug Fixes

• The Notes field for HaloPSA tickets has been adjusted to create new actions, instead of simply editing the initial note. This was a legacy limitation that HaloPSA has since removed.
• All icons/links on the Control portal left navbar have been updated to improve clarity and reduce whitespace. This should make it easier to find what you're looking for within a menu with the increase in items.

• We've disabled the contact information fields in the PIN Verification window so they can no longer be edited. This is to reduce the risk of someone getting socially engineered to change the contact information you're verifying against.
• Additional phone number fields are being cached for HaloPSA to ensure we're tracking all possible numbers that may be in use.
• Our team has corrected a bug with the Manage Wallboard Message menu which prevented admin users from opening it properly.
• We've corrected the CRMCompanyID field in the GetCallLogs API endpoint to return the correct company ID value instead of the contacts.

• An issue with Keap (fka InfusionSoft) was corrected where transcription and recording were not properly attaching to contacts.
• A bug was corrected with the Wallboard Messaging where it would not properly show on the wallboard when configured.

• We corrected an issue with HaloPSA Contact Notes where they were not saving properly

• One customer reported an issue with Contact Priority Routing where it was incorrectly looking at the territory for a contact when that was not configured, and the root cause of that bug has been corrected.
• The MakeCall click to dial calls were not properly recording in the 1stream frontend UI, and that has been corrected. Historical calls will still not show, but calls going forward should.
• The built-in login page would throw a 504 error when a system service partially failed, but not enough to trigger monitoring and corrections. The root cause of the failure has been corrected.
• Additional monitoring has been added, and is continuing to be added, to increase visibility and reduce lead time on fixing partial crashes/lock ups such as the one above.

FFotW: New Client Checklist

Forgotten Feature of the Week

A lot of long term partners that we've spoken to in the last few months have been shocked to learn that we have such a robust checklist built out for onboarding new phone systems. This was released mid-last year and is used by our Implementation Team for all new partner onboards.

Each question has an associated setup document as well from our Knowledge Base, so you can quickly run through this line by line to configure a system.

You can also strip out all the bvoip specific information and send this off to your end customer, and once they fill it out you can onboard them into bvoip without 5+ meetings to figure things out.

Existing bvoip partners can find this document inside their admin panels at the path below.

Partners > Resources > New Partner Onboarding > New Client Checklist

1stream Speed Improvements

We've made some fairly large changes to how the frontend 1stream Client communicates with the backend server, and we've seen a noticeable increase in speeds since doing so.

We've marked a near 50% decrease in the number of backend calls being made, with no impact to the functionality of the frontend, and this has translated to much faster response times on each call.

Customers who utilize the Custom Statuses feature should see a marked improvement in the response time between the time they switch their status and the time it reflects in the phone system, and managers using the Supervisor Dashboard will notice that the user status updates faster there as well.

TranscriptionReady Webhook

Requires 1stream Enterprise or higher to enable Call Transcription

A new webhook has been added, TranscriptionReady, which will only trigger once the call transcription has been processed, removing the need for regular polling to determine when the transcription is complete.

This does require the Call Transcription Integration to be enabled with one of the supported providers, Google, Microsoft, or Amazon.

Check out our updated documentation below which covers how to configure these webhooks as well as example body responses so you know what to expect on the other end.

 1stream Webhooks 

Automatic Paging on "Max Queue Count"

Requires 1stream Core or higher

Our Client Alerts feature allows you to alert your team whenever certain thresholds are triggered, such as the maximum number of callers in queue.

We've now added additional options specifically to the "Max Queue Count" alert, which allows you to send an audio notification to an extension with the current call count.

This enables you to, for example, call a paging system in a call center to announce "There are 3 or more calls holding" to your entire staff, and it will automatically replay every X seconds until the issue is resolved.

See our document below for more information on how to configure this capability for your team.

 Client Alerts in 1stream 

Quality of Life and Bug Fixes

• We've added additional logic to the SFTP Synchronizer so that if a user@address is entered as the host name, we will use that for login instead of the SFTP Username field. Previously this would just cause the system to fail to offload files.
• Running 1stream Reports using the DD/MM/YYYY format was previously causing a nvarchar error, that has been corrected and either date format should work properly now.
• We've corrected a bug in the CallEnd webhook where it was not properly firing.

• A bug blocking the deletion of recordings within the Storage > Recordings menu has been resolved, and you should now be able to delete recordings normally again.
• Systems using High Availability have been updated with increased redundancy monitoring and reduced response time in the event of an outage.
• We corrected a brief monitoring issue which caused High Availability customers using 1stream to have incorrect data display on the Supervisor Dashboard.

FFotW: CrewHu Integration

Forgotten Feature of the Week

Available to anyone with a 1stream Core license or higher, our CrewHu Integration allows for you to ingest your calling data into the CrewHu system, where you can then make contests based on call activity to award points.

This enables you to incentivize your team on higher call acceptance/answer rates, using gift cards or other rewards, to hopefully reduce hold time for the customers.

See our article below for more information on how to configure this capability.

 CrewHu Integration 

Supervisor Dashboard Thresholds

Available to users with 1stream Enterprise licenses or higher

The Supervisor Dashboard provides a ton of great information to your team, but especially when looking at the Queues from a glance, it can be hard to see what is and what is not working.

Using our new Threshold Settings, you can define minimum and maximum values for various queue fields, and once those are reached the color can change to bring it to your attention.

See our article below for more information on where to configure these options, and what all options are available.

 Supervisor Dashboard 

Browser Extension Deployment Script

We've written up a simple KB article and script so you can easily deploy out the 1stream Client and Click to Dial extensions to your team members, in any Chromium-based browser on Windows.

You'll find the KB article below, and the script in Partners > Resources > Automation and APIs.

 Deploy the Browser Extensions 

Quality of Life and Bug Fixes

• ConnectWise Agreements will now be hidden if they are considered Inactive by the ConnectWise system. This should prevent long lists of unusable agreements from appearing.

• The Bulk Management > Bulk Edit tool was not properly loading for some instances, getting stuck on the "Loading..." text, and that should now be resolved.

• The Ticket Lookup app for HaloPSA was not properly launching the ticket popup when a user successfully got through the flow, that has been corrected.
• We've added two new forms to the Support Portal for requesting a digit length change or FQDN Rename, and moved the Migration Request form under the same category, "Migrations, Rebuilds, and Renames". This should speed along those changes especially when a mistake is made during initial setup, and we can just wipe it away and restart.

• An issue was corrected where the HaloPSA Voicemail to Ticket menu did not show ticket types correctly for some instances.
• Webhooks were crossing wires and CallEnd would end up at CallRinging/CallConnected in some cases where both were configured, that has been corrected.
• For High Availability systems that use Microsoft 365 for SSO, we've corrected a bug where users could not login in some cases during a failover event.
• We received a report that the SFTP Synchronizer would not allow you to save connection changes properly, that was a frontend UI bug and has been corrected. Separately the scheduler also referred to it as a "Weekly Reboot" instead of "Weekly Transfer" and that has also been corrected.
• We received a report that the API Key used in the Priority Routing call flow app was breaking, that was and edge case due to the split regions, however we've added additional blocks on the backend to ensure that cannot happen again.
• Some contacts in ConnectWise that had certain special characters in their name were failing to cache properly, those should be showing now.

FFotW: Filter Groups

Forgotten Feature of the Week

For companies/users with a 1stream Enterprise license, the Supervisor Dashboard and Wallboards can provide valuable data at a glance, however it can start to get cluttered quickly as you scale up your team.

Instead of showing all agents and all queues at once, you can use Filter Groups to trim down the list to only users you need to manage or worry about. This is a separate list than the Teams used for reporting purposes at the Core level.

You'll see in the above screenshot that there are automatic Call Queue groups created, those are prefaced with the Q: text. Otherwise, you can make your own groups to combine various queues like the Customer Success option above, and you can learn more on how in the article below.

 Creating a Filter Group 

Upcoming European Front-End Servers

We've just about completed testing of our European 1stream and Control servers, and those will be available for use in the coming weeks. This will initially be made available for new phone systems spun up in the London, Frankfurt, and Amsterdam datacenters.

After that we will begin migrating existing customers in those datacenters from the NA to the EU servers. As part of this you will need to access slightly different URLs, so we'll provide a document on how to prep for that directly to you via email in the coming weeks.

We'll communicate directly with impacted European partners as this date moves closer to ensure you're well aware of when the changes will impact you and your team.

This should drastically reduce latency for customers accessing the 1stream ecosystem in Europe, and we saw a marked improvement in speeds when we made this same change for Australia.

Updated Power BI Template

Requires 1stream Core or higher

We've updated the Power BI Desktop template so it now has a simple day of the week and hour interval slicer.

This should allow you to very quickly drill down into your weekend or "after hours" calls to see where the volume is coming from and where you may need to plug some gaps.

We highly recommend our Power BI template for any advanced reporting needs, as its ability to multi-select using the Ctrl key on your keyboard allows for much easier drill down than exporting our stock reports to Excel and managing the data that way.

Legacy "Sign in with Microsoft" Loop

In our recent post on Microsoft 365 Updates, we readded the UI which allowed you to use the built-in Microsoft 365 integration to sign in to the 3CX branded portal.

Unfortunately, we found that a permission was not properly required when provisioning accounts in the integration in the past, so you may end up in a login loop where it successfully logs you in but brings you right back to the login page.

You can either reprovision the integration or follow the Troubleshooting section at the bottom of the Simplified SSO Setup document to correct the permissions manually.

Quality of Life Changes and Bug Fixes

• The Monitoring > PBX Radar menu has been updated with a fresh look which should make problems more obvious to the eye. A bug was also corrected which caused some services to report down when they were otherwise functioning.
• When saving the Bulk Edit > Bulk Management tool in the Extensions menu, "An unknown error" would always occur. This was due to a frontend bug with the MPP Enabled field, and that has been corrected. The error did not actually impact saving functionality.

• We've corrected an issue with the Manage Import Profiles menu of the Progressive Dialer which would hide import profiles, so all should show now.

• A bug has been corrected with the Agent Custom Status Report which resulted in available time adding to 00:00:00 despite a non-0 sum. This returns correct data now.
• The 1s logo under extension values in the Extensions menu was not consistently showing for licensed users in certain cases. That has been corrected, and you can now reliably use that button to sync users and their license state to the 1stream portal.
• We've updated the Partners menu in the Control Portal to provide a bit more clarity to the resources available.
• There was a brief issue with fully custom SSL certificates at the phone system level where they were not applying correctly, that has been corrected.

FFotW: BrightGauge Integration

Available to 1stream Core licensed accounts and higher

We've covered our Power BI integration a few times now in these posts, but are you aware we also have a BrightGauge Integration? We can export your queue login and call summary information to OneDrive, and you can then use the OneDrive data source in BrightGauge to ingest this and potentially other reports into data sets then gauges.

An example of what this dashboard could look like is shown below; however you have full control to build whatever gauges you will find useful for your team.

See our article below for more information or book a call with our team to review setting this up for your instance.

 BrightGauge Integration article OR Book an Implementation Call if you're already a partner.

 Happy New Year!!!

We'd just like to thank all of our current partners for working with us in 2024, and we can't wait to show you what we've got in store for 2025. Keep an eye posted on our blog for additional information to come around our 2025 Partner Connect dates!

We'll have more news in the coming weeks about Signal On Call, new API endpoints, and a refreshed Control portal UI design to help make it easier to find what you need when you need it.

Microsoft 365 Updates

While we're still hard at work on the backend v20 changes, we've pushed some of the UI for Microsoft 365 early to give some additional options and clean up some of the previous options.

You'll now find a cleaner interface for data synchronization, and you now have the ability to setup the Presence Sync with Outlook, so when you're busy in a meeting you'll be marked as busy in the phone system.

This can be enabled for a selection of users, or all users. This is NOT the Teams Status Synchronization feature, which will be available in the coming weeks.

As part of this we've also exposed the legacy Microsoft 365 sign-in options for the PBX backend. It's still preferred, and required for 1stream, to follow our Branded SSO Setup Guide, however for simpler installs where you don't need the branding or 1stream you can now follow the Simplified SSO Setup Guide to enable the PBX-level SSO.

Caller ID API Endpoint

To kick off the new year, we've added a new API endpoint ChangeOutboundCallerID, which as it's titled allows you to change the caller ID value for an extension on the fly.

This can be especially useful with the InvokeClickToDial endpoint, allowing you to quickly set the ID and make a call, then maybe also change it back after receiving a CallEnd webhook once the call completes.

Check out our updated API documentation under Partners > Resources > Automation in the Control portal for more details.

Retiring the Unite Client

The Unite client allowed you to do device management on a local LAN, however as time has gone on the need for that has drastically reduced and remote devices or and our MPP integration have removed the broad need for this.

Due to the extremely low volume of usage, it's been decided to retire the Unite client and cease further development. Any existing installs may continue to operate, however we will no longer support any issues that occur, and we no longer provide links to install it.

Quality of Life Changes and Bug Fixes

• We've corrected a bug with the Call Segments portion of the 1stream portal where it would open in the corner of the window instead of in the center
• The Call Segments, Total Calls, and Recording Playback sections of the 1stream portal are now all draggable in case they overlap and hide information.
• The 1stream Client extension was causing some UI elements of the softphone to open the wrong way. These menus have been corrected and should now display all elements properly.
• We've added new Title and Extension fields to the Progressive Dialer which can be used in the import process to better categorize your contacts.
• A new Manage Import Profiles menu has been added to the Progressive Dialer which allows you to delete import profiles yourself.
• A bug with the Disposition Box of the Progressive Dialer not saving properly with new line breaks has been resolved.

FFotW: Contact Sync with Microsoft 365

Forgotten Feature of the Week

In line with the changes mentioned above, we just wanted to remind everyone of the ability to synchronize your Microsoft 365 contacts, both personal AND shared mailboxes, into the phone system.

This allows you to keep a unified contact list even when not using a PSA/CRM, so it's commonly used by end customers. See our articles below for more detail on this.

 Sync Personal Contacts 

 Sync Shared Mailbox Contacts