Callifi Desktop App

Installation and Configuration

SIP account setup
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
How to improve VoIP call quality

Basic Features

Setup windows layout
How to prevent Main Window popping on incoming or outgoing call?
How to clear Contacts and Call history?
How to restore windows position?
How to enable compact incoming call notification window?
Using redial
Adjust speakerphone volume
Mute and unmute microphone
Call forwarding
Missed call e-mail notification
Call waiting
Auto answer
Call recording
Call transfer
Conference
Hold and unhold an active call

Headset call control buttons integration

Jabra Evolve, Engage, Biz headset series integration
Plantronics headset integration

Advanced Features

Contact presence indication (BLF)
Cisco, Yealink XML remote phone book synchronization

Instant Integration Features

Call phone number from clipboard
Outbound calling in Microsoft Office Еxcel
Outbound calling in Google Sheets
Google Chrome Click-to-Call Extension
Google Contacts phone book synchronization
Zoho CRM Integration
Zendesk Integration
Hubspot CRM Integration
Pipedrive CRM Integration

User Manuals

VoIP / IP Telephone Set User Guides

Cisco IP Phone User Guides
Snom IP Phone User Guides
Grandstream IP Phone User Guides
Polycom IP Phone User Guides
Yealink IP Phone User Guides
Grandstream VoIP Gateway User Guides

Digital Phone System User Guides

Aastra Telephone User Guides
Avaya Telephone User Guides
Inter-Tel Telephone User Guides
Macrotel Telephone User Guides
NEC Telephone User Guides
Norstar Telephone User Guides
Nortel Networks Telephone User Guides
Panasonic Telephone User Guides
Shoretel Telephone User Guides
Sprint Telephone User Guides
Tadiran Telephone User Guides
Toshiba Telephone System User Guides

Telephone Systems Installation / Programming Manuals

NEC System Installation and Maintenance
Sprint Telephone System Installation and Maintenance
Tadiran System Installation and Maintenance
Toshiba System Installation and Maintenance

CalliFax

Userguide

Sending a fax from the secure web application
How to schedule a fax to send at a specific day and time
Receiving inbound faxes
How to send a fax from email
Print Driver - Getting Started
How do I view fax history or find a fax
How to check the status of a fax
Email notification settings
Setting Caller ID
How to delete a fax
How to use File Converter
How to create a contact (address book)
How do I change or reset my password
How do I download/print a fax
Getting Started with tags

Cisco 8800 Series

Userguide

Dial
Answer
Hold
Transfer
Conference
Mute
Voicemail
Divert
Forward All
Call History
Directories
Settings
Navigation
USB Charging
Intelligent Proximity
Tips

Onboarding - General Guide

How to fill out the keysheet
Payment and Auto Pay setup
Letter of Agency (LOA) Form
Porting Policy & Procedure