Configure the i21 User

1. Log into i21
2. Select System Manager and then the Users menu.
3. Find and open the user who will use the VoIPstudio integration. 
   1. Click the User tab.
4. In the
5. Log in to i21
6. On the user’s menu panel go to System Manager then click Users
7. Select any users by clicking on the check box besides it and click Open Selected button. You can also filter the specific user by filtering the search bar 
8. On the selected user screen go to User tab besides Entity tab.
9. In VoIPstudio Settings, enter the email address, Password, and Contact.(ex. email= jett.marcella@irely.com , Password= Comtech$1, Phone No= 12602390982)    

              Note, the 1 at the beginning of the phone number is the country code, it should be included on logging in i21.

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      6. Make sure that you have entered the correct Email, Password, and Phone No, this should be the status.

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     7. Add phone number on Customer screen, on the user’s menu panel go to Sales (A/R) folder then click Customers

           Note, you can add phone/mobile number on Vendor, Employee, Ship Via, etc wherever you want as long that the phone number should be added only at one user with one or many Entity Type. And if that Entity is using the same phone number (ex. +1 (260) 239-0982) there is should no problem displaying the screen. 

     8. Open the specific customer by filtering the Entity No. and click the Open Selected button

     9. On the selected customer's screen go to Entity tab besides Customer tab.

    10. Update the phone number(ex. +1 (260) 239-0982) and click Save button then close the customer/active screens

    11. Open the VoIPstudio application on Windows and enter the Email and Password,  credentials should be the same as in step 5

    12. Open the VoIPstudio application on Mobile and enter the Email and Password (ex. email= steve.palm@irely.com , Password= Comtech$1)

    13. In Mobile voIPstudio,  enter the number you have entered in the Customer screen(the same number entered on step 10) then click the Call button

1. phone number of your VoIPstudio account.
   1. Make sure you enter the phone number with the area code and no spaces or other characters (ex: 12602390982)
2. Click the Connect button and you should see the following confirmation message.
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3. Then you should see the following status.
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Testing with a Customer Phone

1. To test the integration we will use the Customer screen as an example.  
   1. Note, VoIPstudio can use the Phone or Mobile fields on any entity screen such as Vendor, Employee, etc. 
2. Open a test customer and make sure the Phone or Mobile number is a phone that you can call from.
3. Make a call from the test customer phone number to your VoIPstudio phone number.
   1. Note: If you have the VoIPstudio Windows companion app installed, you should see a Windows notification appear with the number of the caller.
4. The Customer entity screen will automatically open based on the Caller ID of that customer

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