Samuel Grinis
sam.grinis@moviuscorp.com

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Updated June 23rd, 2020 by Samuel Grinis

Set E911 Personal Information

What is E911? E911, or enhanced 911, automatically displays the user's phone number and physical location. This feature enables emergency services to locate the user for emergency assistance. Calls in Data mode won't be allowed until the user registers their 911 information. This feature works in Data Mode or WiFi but is only for residents living in...

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Updated July 22nd, 2020 by Samuel Grinis

Moviuscorp Glossary

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All E M E911 E911, or enhanced 911, automatically displays the user's phone number and physical location. This feature enables emergency services to locate the user for emergency assista...

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Updated April 20th, 2020 by Samuel Grinis

Install Movius for Blackberry

The Movius for BlackBerry client for iOS and Android will have been made available to download from the enterprise corporate app store by your BlackBerry Dynamics administrator.  Search for Movius for BlackBerry and install the application.  Tap Allow on the permissions requests for Movius for BlackBerry.­  Choose to set up Movius for BlackBerry usi...

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Updated April 16th, 2020 by Samuel Grinis

Admins: Customize the invitation

You can customize the invitation templates under Administration in the Setup tab. When you add users in MultiLine, you'll have the option to invite them to join by either a text or email. You can customize the look, feel and content of the text or email.  Customizing text invitations Navigate to the Set-Up tab. Click Administration from the sub-menu...

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Updated April 16th, 2020 by Samuel Grinis

Admins: Administrator Activities

The Administrator Activity page will allow you to review and search all MultiLine Administrator that happens in the portal. 1. Navigate to the Reports tab and then to the Administrator Activity page in the sub-menu.  2. Search by Date Range, Activity Type, Event Type, Administrator, Organization or Details.  3. View the results.   4. Download the re...

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Updated April 9th, 2020 by Samuel Grinis

Admins: Add user accounts

From Accounts, you can add accounts individually, or upload multiple accounts using a CSV file. Either way, first go to the Accounts tab, and then click Add Account. Adding a single account 3. Enter the first and last names and the device or email that the invitation will be sent to.  4. Click the Assign Number link.  5. Choose a number from the dro...

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Updated April 1st, 2020 by Samuel Grinis

Admins: Edit company profile

You can create and edit your Company profile under Administration in the Setup tab. To create a new company profile, fill out the mandatory fields (marked by a red *): Name E-Mail Phone  ...

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Updated May 5th, 2020 by Samuel Grinis

Admins: Set user permissions

You can set/edit user permissions in the Setup tab.  If your organization requires you to disable a certain feature for a user subset, any MultiLine feature(s) can be enabled or disabled for select groups of users. Default User Permissions will set permissions for users that are not part of a subgroup. To create a subgroup with custom permissions, c...

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Updated April 6th, 2020 by Samuel Grinis

Create user permissions for MultiLine for Salesforce

Click Setup > User Permissions > Add New Enter MultiLine for Salesforce in Name Click Save...

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Updated April 1st, 2020 by Samuel Grinis

Admins: Configure Admin Roles and Privileges

Once you have created the department, you can create a Role with appropriate privileges and assign the role to the department administrator. Defining a Role To define a role for the department – you must navigate to that specific Organization.   When the sub-organization page loads, Click Administrators. Click Roles and Privileges. Click + Create Ro...

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Updated April 2nd, 2020 by Samuel Grinis

Admins: Add API User

The Enterprise administrator with the proper privilege can create an API user for any organization. When the API user is created, the user can select an External Application using his account credentials. Create an API user Log in to MMP. Click Administrators.  Click Add API User. Enter the Personal Details. Select External Applications for which th...

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Updated April 16th, 2020 by Samuel Grinis

Make calls

Make a call from your recents screen 1. Navigate to your Recents tab in the navigation bar at the bottom of your screen (iOS).  2. Tap on the i icon to reveal details about that call.  3. Tap on the number or contact name to make a call.  4. See which connection type over which you will be making the call. Make a Call from Your Keypad Screen 1. Navi...

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Updated April 6th, 2020 by Samuel Grinis

Install MultiLine for Salesforce

Select MultiLine for Salesforce from AppExchange Click Get Now and log in with your Salesforce credentials Click Install in Production Enter all required fields and accept Terms and Conditions Click Confirm and Install Click on Install for All Users then Install After the installation the MultiLine for Salesforce application will be listed as MultiL...

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Updated April 3rd, 2020 by Samuel Grinis

Receive calls

Easily see that it is a MultiLine work call. You can customize this message in the Personalize Number section of your settings.  Tap the Accept button to accept the MultiLine work call.  Tap the Decline button to decline the MultiLine call and send them straight to your voicemail.  Check the Caller ID and call duration here.  In-call settings: Mute/...

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Updated May 28th, 2020 by Samuel Grinis

Use BlackBerry Exchange Contacts

All MultiLine users can add contacts using three different contact source settings. You can select one of the three available options.  Native Contacts Local Contacts BlackBerry Exchange Contacts To learn about adding Native and Local contacts, see Add your contacts.  Blackberry Exchange Contacts If the BlackBerry exchange contact is selected, your ...

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Updated April 20th, 2020 by Samuel Grinis

BlackBerry Work Email Integration

Note In the below scenarios, we assume the BlackBerry Dynamics admin is using the recommended setting to restrict native app usage so that the Movius for BlackBerry client will automatically be used for calls and texts. When BlackBerry Work recognizes a phone number in an email, it turns the number into a link.  Tapping on a recognized phone number ...

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Updated April 3rd, 2020 by Samuel Grinis

Set multiple numbers to receive incoming calls

Use the Call Handling setting to designate multiple numbers for receiving incoming calls all at once, or sequentially.  Sequential Ring: Rings the primary MultiLine application and then ring each number one after the other listed in the Add Number list. Simultaneous Ring: Simultaneously rings all telephone numbers listed in the Add Number list, incl...

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Updated April 6th, 2020 by Samuel Grinis

Getting Started in Salesforce

Note: MultiLine for Salesforce only supports Salesforce Lightning. Refer to your Welcome email for integration credentials. Deploy My Domain in your organization. For more information about My Domain, see Salesforce Help. Create new public site called MultiLine.  Site Label and Site Name are case-sensitive and must match with MultiLine (Note: L in M...

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Updated June 23rd, 2020 by Samuel Grinis

Schedule business hours, set Do Not Disturb, and forward calls

You can set your availability for calls to your MultiLine number using the Manage Availability setting.  Click the menu icon  ⋮ in the upper right-hand corner. Click Settings. Select Manage Availability. Do Not Disturb: Tap on Do Not Disturb to enable it. Tap again to disable it. When enabled, all the calls will be sent directly to your MultiLine vo...

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Updated June 23rd, 2020 by Samuel Grinis

Set passcode

You can set a passcode in Settings under General Settings. This feature enables you to set a passcode for the app, for added security. After it's been set, you'll be asked to enter the passcode every time you open the app. You can disable it at any time.  Click the menu icon  ⋮ in the upper right-hand corner Go to General Settings and find Passcode ...

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Updated April 7th, 2020 by Samuel Grinis

Configure MultiLine Messages list

MultiLine Messages View can be added to Contacts, Leads, and Person Account Records Page. Select a Contact, click Setup and Edit Page.    Click in the tab area  Click Add Tab Name the tab as MultiLine Locate MultiLine Messages List View under Lightning Components on the left section Drag it under the MultiLine tab Click Save Click Activate   Click A...

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Updated April 22nd, 2020 by Samuel Grinis

Admins: Add Administrators

An Enterprise administrator must create the Roles and Privileges and then create new administrators and the users. You can add, delete or edit an administrator profile from the Administrator section.  Creating an Administrator ID Once the role with privileges is defined, you can create the administrator ID to which you will assign that role.  Pre-re...

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Updated April 7th, 2020 by Samuel Grinis

Manage Licenses

Pre-requisite The MultiLine Administrator must have completed configuring the MultiLine Portal Manage Licenses Go to Installed Packages under Setup Select MultiLine then click Manage Licenses. Click Add User and select your users and click Add to complete...

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Updated April 6th, 2020 by Samuel Grinis

Register MultiLine

Open App Launcher and open MultiLine Registration. Select MultiLine site under Configure Site and click Configure Click Register Webhooks tab and enter the information in the fields below: Endpoint: https://[MultiLine admin portal URL]:8021 (Note: add port 8021 to MultiLine admin portal URL) Enter Username/ Password credentials that you received via...

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Updated March 12th, 2020 by Samuel Grinis

Dynamics Launcher Integration

The Movius for BlackBerry client is registered with the BlackBerry Dynamics Launcher, therefore, appearing in the list of available Dynamics apps when the user hits the blue floating launcher button to open the Dynamics Launcher overlay screen....

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Updated June 23rd, 2020 by Samuel Grinis

Set caller ID for incoming and outgoing calls

Use the Personalize Number setting to set the caller ID banners for incoming and outgoing calls and easily differentiate your MultiLine number from your personal number. Click the menu icon  ⋮ in the upper right-hand corner. Click Settings. Click Personalize Number. You can select an icon and name your MultiLine Example: "Work" Any call made or rece...

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Updated May 14th, 2020 by Samuel Grinis

Manage caller ID

You can choose whether you show your Caller ID. For Android, click the menu icon  ⋮ in the upper right-hand corner.For iOS, click the menu icon   ⋮ in the right-hand corner of the bottom menu bar. Select Call Settings. Show or Hide Caller ID By default, Show my Caller ID is enabled. Use the toggle to enable or disable.  When Caller ID is enabled, yo...

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Updated April 6th, 2020 by Samuel Grinis

Introduction

This guide is intended for the administrator of the Salesforce installation. Some integration steps will require actions by a MultiLine administrator. About MultiLine for Salesforce MultiLine for Salesforce provides seamless integration between Salesforce.com and your MultiLine services to enable improved customer retention, greater agent productivi...

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Updated April 9th, 2020 by Samuel Grinis

Get your invitation

We'll send you an invitation to MultiLine through an email or an SMS message depending on the method chosen by your organization's administrator. Select your invitation type below. SMS Expect a text to your native phone number from a 5-digit short code. Please don't reply to this number, as it is automatically generated. Your invitation will contain...

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Updated April 7th, 2020 by Samuel Grinis

Salesforce Admin FAQ and troubleshooting

Salesforce Admin sees an error when configuring MultiLine for Salesforce Ensure MultiLine for Salesforce is configured properly in the setup as shown above. Ensure Endpoint is correct. It must include the port number. Ensure Credentials for API user are correct.               Trouble accessing MultiLine for Salesforce on certain browsers  MultiLine ...

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Updated May 29th, 2020 by Samuel Grinis

Set up your voicemail

Use Voicemail Greeting from the Settings menu to set up your voicemail.  Click the menu icon  ⋮ in the bottom right-hand corner. Click Settings. Select Voicemail Greeting. Voicemail options 1. Default: This application comes with a default setting that callers will hear when leaving a voicemail. It will provide the MultiLine number. 2. Custom: Allow...

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Updated June 11th, 2020 by Samuel Grinis

Log in to MultiLine

You'll be asked to enter the Username, Password, and Company ID enclosed in your invitation and grant permissions. Open the app and when prompted, enter the Company ID provided Enter the following: Phone number Use a phone number you can use to receive an SMS message containing a PIN. Don't use your MultiLine number Username (phone number or email, ...

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Updated April 6th, 2020 by Samuel Grinis

Manage MultiLine for Salesforce Users

Now you need to apply the user permissions you created to the user accounts. Select the tab below according to whether the users that are using MultiLine for Salesforce are already MultiLine users, or are new users that need to be invited. For existing MultiLine users Navigate to the organization where MultiLine for Salesforce users are provisioned ...

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Updated April 2nd, 2020 by Samuel Grinis

Send an SMS message

From the Messages screen, you can see your conversation history and compose new messages Compose a new message Click on the icon in the top right Enter a number manually, or type the name of an existing contact The conversation screen with the contact appears. You can see all the messages exchanged between you and them on your MultiLine number Tap r...

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Updated May 26th, 2020 by Samuel Grinis

Add your contacts

You can choose from three sources for adding contacts. You also have options for sorting and displaying the contacts. 1. Native Contacts Most MultiLine users select the Native Contacts option so that a single Contact List is maintained for simplicity. Choosing the Native Contacts option retrieves the Contact List from your native device for use in M...

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Updated May 6th, 2020 by Samuel Grinis

Salesforce MultiLine Admin FAQs

How do I reset an API user's password? Log in to the Admin Portal and open the Administrator tab Enter the username (email address) Click Forgot Password and follow the steps to reset the password The user will receive the temporary password at their email address and be prompted to change the password. Note: Every time the password is changed, it m...

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Updated April 6th, 2020 by Samuel Grinis

Manage Users

Set Additional Fields to User Layout Go to user profile, click on Settings Select Advanced User Details. Expand the menu on the right and click Edit Layout. Under User Page Layout, drag each of the shown fields and drop into Additional Information section as shown. (Fields to be selected: MultiLine, MultiLine Error, MultiLine Registration Date, Old ...

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Updated April 6th, 2020 by Samuel Grinis

Create an API User for the Salesforce Admin

First you'll need to add the Salesforce Administrator as an API user Sign in to the MultiLine Administrator Portal Go to Administrators and click Add API User Enter the required details for the Salesforce Administrator Note: Email address must not be associated with an active MultiLine administrator account From the External Applications dropdown se...

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