extension ExtPose

gUnify Clio Connector AI

Description from extension meta

A cloud-based solution for Clio users who's hosted VOIP provider runs on the BroadWorks platform.

Image from store gUnify Clio Connector AI
Description from store Note: You must have a confirmation code to use the features of this extension. Confirmation Codes can be obtained from your VoIP service provider. ****************************** The extension allows users to click-to-dial any number appearing in a Google Chrome browser and connects the call through their VoIP service provider. - Click to Call Click-to-dial any number appearing in a Google Chrome browser and connect the call through the VoIP service provider. - Automated Call Logging Automatically log all incoming and outgoing calls from VoIP service provider to Clio when the caller id or clicked number is matched to either a Salesforce contact or lead. - Incoming/Outbound Screen Pop Incoming screen pop with answer or decline and send to voicemail options. Call in progress screen pop with end call or open call log window options. Missed call screen pop with call back or call back and open call log window options. - Quick Add Phone Numbers to Clio Unrecognized numbers can be added to new or existing contacts, leads or accounts from the call log window. - Call Tagging and Note Taking Easy to use call tagging and note taking for all inbound/outbound calls. You have the option to associate the call to Clio People, Accounts, and Matters. - Administrator Role for Account Wide Features Admins can enable features account wide:call logging for un-matched numbers in Clio, auto open call log window, minimum character limits in call notes, and customizable call noting subject structure. - Quick Access to Missed Calls and Calls not Logged The reports tab in the gUnify Panel allows users to quickly view and act on missed calls, calls not logged to Clio, and calls that associated the multiple Clio people. - Background App Ability gUnify Clio Connector AI can run in the background without any Chrome window or tab being open. Chrome will start running in the background when the system is restarted allowing screen pop notifications to work without user action For more information: https://businesssupport.vonage.com/articles/Answer/gUnify-Clio-Connector

Latest reviews

  • (2016-01-18) Christopher Meikle: Many improvements.

Latest issues

  • (2020-01-11, v:2019.612.1817.1) Robin Keller: clio is not capturing one of my extensions in Vonage
    i have spent a month with vonage support they are unable to help - most recent case number 07098497 - can you call me please and walk me through fixing this 203 470 7884 andy keller
  • (2018-12-06, v:2018.1205.1405.1) Christopher Meikle: Gunify Clio
    The update is now working. However, although the phone number is logged the "caller ID" name/info is not. In the past the name of the individual and/or company would populate in the Clio time entries. Now just the number. Also, what is the difference between Gunify for clio and Vonage for clio? I see both extension in the app store.
  • (2018-11-06, v:2018.1024.1058.1) Nafis Ahmed: Replicated number issue is back.
    My clients are having an issue with replicated numbers in forms and email signatures.
  • (2018-10-31, v:2018.1024.1058.1) Nafis Ahmed: Having an issue with replicated numbers
    My clients are having an issue with replicated numbers in forms and email signatures.
  • (2018-10-25, v:2018.1024.1058.1) Christopher Meikle: October 2018 Update issues
    The Activity description field is now randomly pulling task descriptions rendering billing ( Primary purpose of the extension) under Ledes useless. Also, Sync to Clio contacts link is broken.
  • (2017-11-10, v:2016.308.200.1) jose santiago: Nextiva
    Hi there I have nextiva does your app work with nextiva
  • (2017-07-14, v:2016.308.200.1) Installation Email?
    How do I get a coed to activate?
  • (2016-11-10, v:2016.308.200.1) Christopher Meikle: Click to Call
    No longer working in either Clio or Gmail.

Statistics

Installs
248
Category
Rating
4.0 (1 votes)
Last update / version
2019-06-12 / 2019.612.1817.1
Listing languages
en

Links