Check Logs, Phone Number Report, and AT/CW PSA Fixes
The "Check Logs" button
Until now you've had to reach out to the bvoip support team for even the simplest of CRM connection errors, and that's been a generally poor experience when it comes to simple things you can fix yourself.
We've updated the Check Logs button that only OneDrive and DropBox users have seen in the past, and that now contains all the API error logs that we're temporarily caching on our side.
This will also include logs for when users have logged in recently, when someone pulls the log file, and when various backend events happen like RONA count increases.
This isn't to say that all errors will appear in here, and many of them will still require assistance to help resolve, but this should enable you to do more self-service and provide faster support to your end clients.
Phone Number Report
Advanced Reporting requires a 1stream Core license.
Bringing back a former report from our Enterprise Portal, the predecessor to the current unified 1stream portal, you can now use the Phone Number Report to pull a list of all calls involving a specific phone number.
This report can be especially useful if you need to determine how many times a specific caller called you over a period, or to get total talk time to compare against your records in a billing dispute.
Just like all of our other reports, you can schedule this to occur on a regular basis or run it ad hoc and simply export it to an Excel file.
Autotask Catch All Company
We found that the Autotask voicemail to ticket routine was not properly creating tickets if the contact did not exist in the system, as Autotask does not have a default "Catchall" like ConnectWise does where this feature was first built.
You can now select a Catch All Company which will then be used whenever a contact cannot be matched on a new ticket.
ConnectWise Source
You are now able to set the Default Ticket Source field within the ConnectWise PSA settings, and then going forward all 1stream tickets will submit using that source.
Minor/Quality of Life Changes
- You can once again see your space used against your quota directly within the Storage > Recordings and Voicemails menus of the phone system.
- Our Platform Monitoring status page has been moved from the Partners menu to the Monitoring menu, to make it available to customer admins so they can view any maintenance or outages that impact them.
- A small selection of Grandstream devices have been added to the Extensions > FXS/DECT menu as supported devices.
- Similar to the above change for Autotask, if for some reason you find a need to use a different company for non-matches than the default Catchall that comes with ConnectWise PSA, you can adjust that at the bottom of the ConnectWise PSA menu.
- The word "Receptionist" was misspelled in the Rights menu of extensions, and that has been corrected.
- Updated the links to the Audio File Guide and Microsoft SSO guide that are included in the phone system to reference the new Knowledge Base.
- We renamed the Marketing section of the Partners menu to Resources, to make it clear there is more than just marketing material in that menu.
Marked Company Territories/Marked Contact Titles
Forgotten Feature of the Week
Many partners have a tough time dealing with higher level executives or owners of their larger client companies who call in and don't get the "expected level of service" for someone of their position.
Alternatively, you may have a company who has repeatedly called in despite leaving your services, and your team ends up burning time before they realize that's the case.
You can use the Marked Company Territories feature to flag a territory or the Marked Contact Titles to flag a specific title, and those will then appear flashing on the contact menu in the 1stream client.