Melanie Allen
melanie.allen@moviuscorp.com

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Updated April 13th, 2020 by Melanie Allen

Activate MultiLine for Salesforce

Once your organization sets you up with MultiLine for Salesforce, when you log into Salesforce, you should see the MultiLine utility in the bottom left of your screen. Agree to the Terms and Conditions, and your Salesforce account will be linked to MultiLine.  ...

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Updated April 23rd, 2020 by Melanie Allen

Admins: Add custom branding to the portal and app

You can customize the look of the portal and MultiLine application so that it reflects your company's branding. Customize mobile app's theme You can edit your Enterprise's Mobile App Theme under Branding in the Setup tab. To edit your Mobile App Theme, customize the parameters of the following settings: Theme Background Color Customizes the backgrou...

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Updated May 1st, 2020 by Melanie Allen

MultiLine for Salesforce

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Updated April 16th, 2020 by Melanie Allen

MultiLine for Healthcare

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Updated July 2nd, 2020 by Melanie Allen

Compliance FAQ

Regulations Is Movius MultiLine ISO certified? Yes, Movius MultiLine is ISO 27001:2013 and ISO 9001:2015 certified. Is Movius MultiLine suitable for MiFID II and FCA COBS 8.11? Yes, Movius MultiLine enables compliance with MiFID II and FCA COBS 11.8, including the requirement to produce all communications related to a trade upon the request of a reg...

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Updated May 14th, 2020 by Melanie Allen

Privacy and Security FAQ

Privacy When Mobile Recording is enabled, does it record all texting or calling conversations on my device? No. if Mobile Recording is enabled, it is strictly limited to calls and/or text messages made from the MultiLine app. It is technologically incapable of seeing anything from the personal side. How does MultiLine protect privacy? The MultiLine ...

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Updated May 14th, 2020 by Melanie Allen

Admins: Create Sub-Organizations

Click . Click Sub-Organizations. Click Create New Sub-Organization. Fill out the details Click Create....

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Updated May 5th, 2020 by Melanie Allen

Admins: Set up your organization

You can set up the MMP to reflect your organizational structure where you can create an organization (root node) with the name of your Enterprise. Each node or a branch of the tree represents a department. Each department can have its own administrator with well-defined roles and privileges.  Consider the example below: You can create one or multipl...

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Updated July 9th, 2020 by Melanie Allen

MultiLine Installation and New User Guide

Download PDF MultiLine ensures reliable, compliant client communications for remote regulated users, including financial advisors, wealth managers, investment bankers, brokers, traders and other customer-facing roles.  The software-based service includes: Mobile app to call and text on a secure, recordable business line Centralized storage of record...

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Updated April 7th, 2020 by Melanie Allen

MultiLine in 30 seconds

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Updated April 3rd, 2020 by Melanie Allen

Admins: Add user

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 June 12th, 2020 by Melanie Allen

Privacy and Security Admin FAQ

Privacy When Mobile Recording is enabled, does it record all texting or calling conversations on my device? No. if Mobile Recording is enabled, it is strictly limited to calls and/or text messages made from the MultiLine app. It is technologically incapable of seeing anything from the personal side. How does MultiLine protect privacy? The MultiLine ...

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Updated July 2nd, 2020 by Melanie Allen

General User FAQ

General What is MultiLine? MultiLine is a cloud-based communications service that provides you an additional secure business number for all your business communications on your existing smartphone and carrier network. The MultiLine App gives you a separate business number for all your work calls, texts, voicemail, and contacts while giving you compl...

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Updated April 17th, 2020 by Melanie Allen

Admins: Move user

From Accounts, you can move an account from one department or sub-organization to another within your tree (according to the hierarchy). Once the user is moved, all settings of the new organization will be applied to the user.  Move an account Click Accounts. Select the checkbox for the account you want to move.  Click Move. Search or select the Org...

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Updated April 16th, 2020 by Melanie Allen

How to Use the MultiLine Portal

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Updated April 16th, 2020 by Melanie Allen

Movius for Blackberry

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Updated May 14th, 2020 by Melanie Allen

KB Updates: Week of 5/4/2020

We've added new content to support Branding Customization. This information was added to Guide: How to install and configure MultiLine, the Management Portal under Setup and in MultiLine Admin under Branding Customization.  Updated Set Up Your Organization with more details about navigation and creation of sub-organizations.  Added Admins: Edit Prof...

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Updated May 5th, 2020 by Melanie Allen

Admins: SMS Opt-In Custom Templates

You can contact your customer service representative to request custom messages to use in the SMS Opt-In feature.  Template Type Description SMS Opt-in: SMS Content sent to the customer in case of MT When a customer first time sends an sms to an XYZ employee. A notification is sent to the customer. The notification is a request to accept or reject t...

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Updated April 7th, 2020 by Melanie Allen

Set up Out of Office

Open Developer Console under Setup  Click Debug and Open Execute Anonymous Window Copy and paste the following code in the window as shown below then click Execute to complete  String cronExp = '0 30 * ? * *'; MultiLine.MultilineUpdateOOOStatusScheduler  newSch = new MultiLine.MultilineUpdateOOOStatusScheduler(); System.schedule('Multiline OOO Statu...

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Updated April 8th, 2020 by Melanie Allen

Introduction

This guide is intended for the MultiLine administrator in your organization. To complete integration, some steps will require actions from the Salesforce Administrator. About MultiLine for Salesforce MultiLine for Salesforce provides seamless integration between Salesforce.com and your MultiLine services to enable improved customer retention, greate...

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Updated June 18th, 2020 by Melanie Allen

Movius MultiLine for Intune Release Notes | June 2020

Movius MultiLine for Intune Release Notes June 2020  These release notes outline new features and enhancements to the Movius MultiLine Solution. These notes will provide details of changes to the MultiLine App and Management Portal. MultiLine for Intune Movius now supports the Microsoft Intune enterprise mobility suite, providing integration with th...

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Updated May 29th, 2020 by Melanie Allen

Use MultiLine to call and text

Now you're ready to get started making calls and sending texts using your MultiLine. Making 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 c...

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Updated May 5th, 2020 by Melanie Allen

Admins: About SMS opt-in

You can enable or disable SMS opt-in under Feature Settings in the Setup tab. What is SMS Opt-In? There are regulations in some industries which require that prior to communicating with clients using text messages, the client's consent to receive text messages is requested and captured.  When the MultiLine user first texts a client, the client will ...

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Updated May 5th, 2020 by Melanie Allen

Admins: About SMS Redaction

With SMS Redaction, you can prevent certain kinds of information from being sent or received in text. This works by using a lexicon that identifies strings in outgoing and incoming text messages that contain information that shouldn't be shared. These messages can be blocked entirely, or the message can be sent with only the illegal content redacted...

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Updated April 2nd, 2020 by Melanie Allen

Admins: Restrict which email domains can receive invitations

You can set up a list of allowed email domains under Administration in the Setup tab. This restricts which domains can receive invitations.  Note: If there are no entries under Allowed Email Domains, emails can be sent to any email domain. If you haven't set up any allowed domains yet, click add from the message.  Add an allowed domain Click Edit. S...

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Updated April 16th, 2020 by Melanie Allen

Admins: User Metrics

The User Metrics page will give you an overview of a specific user's MultiLine usage - allowing you to search by name, number, call duration, and more! 1. Navigate to the Reports tab and then to the User Metrics page in the sub-menu.  2. Search a Name, Email or MultiLine number to see call and message records for that user. 3. Enter a Date Range wit...

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Updated April 2nd, 2020 by Melanie Allen

Admins: Using in-app messaging

A user or a group of users view an in-app message when MultiLine is launched. You can configure in-app messaging at the organization level under Feature Settings in the Setup tab.  By default, the In-App Messaging feature is set as disabled.  The message frequency has four options: Day, Week, Month, and Year.  Day: displays the message once a day.  ...

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Updated April 7th, 2020 by Melanie Allen

Add Users to Call Center

Go to Call Centers under Setup and click Continue  Select OpenCTI and click Manage Call Center Users  Click Add More Users   Select Users and click Add to Call Center...

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Updated May 14th, 2020 by Melanie Allen

KB Updates: Week of 5/11/2020

Added materials on three add-on products in a new Security and Compliance section in Admin Portal and in a new category called Advanced Security and Compliance.  Admins: About Digital Safe (Admin Portal and Advanced Security and Compliance) Admins: Digital Safe Performance (Advanced Security and Compliance) Admins: Digital Safe File Formats (Advance...

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Updated July 9th, 2020 by Melanie Allen

Admins: Get started

What is MultiLine? MultiLine ensures reliable, compliant client communications for remote regulated users, including financial advisors, wealth managers, investment bankers, brokers, traders and other customer-facing roles.  The software-based service includes: Mobile app to call and text on a secure, recordable business line Centralized storage of ...

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Updated April 2nd, 2020 by Melanie Allen

Admins: Search users

In the Accounts tab, you can search for accounts by Name, Email ID, MultiLine Number or Device Number. All existing user accounts are visible with the current status of the account. Hover over the icons under Status, to view their current status. The Invite Status will be indicated with Green, Amber, Red, and Grey icons. In addition to the above ico...

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Updated June 18th, 2020 by Melanie Allen

Movius for Blackberry Installation and New User Guide

Movius for BlackBerry® provides secure and compliant calling and texting through a separate mobile phone number and app on your employee’s corporate or personal device. This guide will take you through the following steps: Install Movius for Blackberry Log in to MultiLine Use BlackBerry Exchange Contacts Call or Text BlackBerry Work Contacts        ...

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Updated April 7th, 2020 by Melanie Allen

Enable Open CTI for MultiLine for Salesforce

Before you can enable the integration, you'll need to select the Lightning app you want to enable with MultiLine. Here's how: Navigate to the App Manager Select each Lightning app you want to enable with MultiLine Select Edit Select the Utility Items >> Add Utility Item >> Open CTI Softphone Rename the Open CTI Softphone as MultiLine Set...

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Updated April 6th, 2020 by Melanie Allen

Manage Webhook Events

Go to Setup, click Webhook Events. For every Webhook events displayed, click Edit. Under User Permissions select MultiLine for Salesforce and click Save...

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Updated April 2nd, 2020 by Melanie Allen

Admins: Dashboard

Current cycle Displays the number of New Users added in the current cycle, the Total Voice Usage (Billable Voice), the Total Message Usage (Billable Message), and the Total Data Usage (Billable Data). A Cycle represents a calendar month.  Graphical Representation You can select Voice, Message, or Data from the dropdown list to view the graphical rep...

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Updated June 16th, 2020 by Melanie Allen

Get ready to install MultiLine for Intune

To install MultiLine for Intune, you need Microsoft for Intune with a MAM set-up. There are two configurations: manage the device and apps (MDM + MAM), or only manage the apps (MAM-WE). The kind of setup you use will be determined by your administrator. iOS users will also need to download Microsoft Authenticator. If you already have Microsoft Intun...

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Updated April 3rd, 2020 by Melanie Allen

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 3rd, 2020 by Melanie Allen

Admins: Set mobile recording

You can edit settings for voice recording, text recording, group messaging, and picture messaging in Mobile Recording under the Setup tab. Mobile Recording Call Recording All calls will be captured by enabling this option. Check Enable checkbox to enable Call Recording. Message Logging All messages will be captured by enabling this option. Text, pic...

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Updated May 14th, 2020 by Melanie Allen

Admins: Digital Safe File Formats

The format archives monitored audio and SMS recordings, with Audio and SMS in separate delivery events (separate files under separate schedules) and with separate .CSV files for Audio and SMS. A zero-byte file is generated in the event no content is available to archive. There is an option to generate just audio, just text of both file types.  Deliv...

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Updated May 14th, 2020 by Melanie Allen

Block a number

You can block numbers in MultiLine from the Calls and Messages tabs or from Settings > Call Settings.  Once a number is blocked from any of these screens, you will not receive any calls, SMS messages, or voicemails from that contact.  Block a number Android Block from Calls Tap the down arrow to access the menu from the number you want to block. ...

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Updated May 27th, 2020 by Melanie Allen

All Past Release Notes

Release Date Download Kaziranga Release 3 May 2020 Movius Kaziranga 3 Release Notes.pdf Kaziranga Release 2 March 2020 Movius Kaziranga 2 Release Notes.pdf Kaziranga Release February 2020 Movius Kaziranga Release Notes.pdf Joshua Tree 2 Release October 2019 (10/21/2019) Movius Joshua Tree 2 Release Notes.pdf Joshua Tree Release October 2019 Movius J...

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Updated June 11th, 2020 by Melanie Allen

MultiLine Web Client New User Guide

The MultiLine web cient allows you to send and receive MultiLine calls and texts directly on your desktop browser. How to get started:  Depending on your location, access the web client with the appropriate link. Note: we recommend bookmarking the link.  Employees on US Sprint system login here: https://sml.moviuscorp.net/webclient  Employees on UK ...

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Updated May 1st, 2020 by Melanie Allen

Send a multimedia message

You can send and receive picture messages, and the supported formats are: .jpg .jpeg .png .gif You can also enable or disable automatic download of multimedia in your messages. Send a Picture Message Go to Messages and tap the New Message icon. Tap  icon. Enter the contact's name or number and tap Done. The number can either be a MultiLine number or...

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Updated April 16th, 2020 by Melanie Allen

Admins: Consumption Metrics

The Consumption Metrics page will give you an enterprise-wide overview of your organization's MultiLine usage - tracking and graphing the amount of minutes used, messages sent, and mobile data consumed. You can choose to view a number of timeframes, including the current cycle, past cycle, or week by week.  1. Navigate to the Reports tab and then to...

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Updated June 25th, 2020 by Melanie Allen

Send a group message

You can send and receive messages from a group of participants. Send Group Message Go to Messages and tap New Message. Enter the contact name or the number in the To field of the message and click Done.  You can add 10 recipients (11 participants) in a group and can also remove the participants from the group. Group messages can be sent to MultiLine...

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Updated April 17th, 2020 by Melanie Allen

Admins: In-app messaging for compliance

Problem: A CIO wants to send a yearly reminder to all employees to complete mandatory security training or a manager wants to send a daily reminder to all contractors to submit time sheets. Solution: In-App Messaging controlled from Management Portal.  Requires mandatory acknowledgement by end-user Helps with compliance reporting of delivery/acknowl...

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Updated May 7th, 2020 by Melanie Allen

Welcome to the new knowledge base

We want to help you make the best use out of the solutions we offer. This April, we have launched the Knowledge Base at https://help.moviuscorp.com, which is a growing set of articles and guides that can help you access technical information about the Movius platform and MultiLine product. Here are some examples of resources available at the Knowled...

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Updated June 12th, 2020 by Melanie Allen

KB Updates: Week of 6/08/2020

Updated Admin Troubleshooting with new questions....

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Updated June 5th, 2020 by Melanie Allen

KB Updates: Week of 5/26/20

New content Added MultiLine for Intune Admins: Set Mobile Application Version and Allowed Applications added to MultiLine Admin > Manage Users and Settings and MultiLine Admin > Guide: How to Install and Configure MultiLine Admins: Mobile App Application Version added to Management Portal > Setup Reorganization  User materials for Movius fo...

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Updated April 2nd, 2020 by Melanie Allen

Admins: Resend invitations

From Accounts, you can resend invitations if a user has lost theirs.  To resend an invitation Select the checkbox next to the User Name   Click Resend Invite Note The Resend Invite button stays active both in the Accounts as well as the Administrator pages, irrespective of whether the numbers are available or not.  Moving the pending invitations fro...

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Updated June 11th, 2020 by Melanie Allen

Admins: Log in to the Admin Portal

The Enterprise Administer is a specific user privilege level with a set of user access rights to the various features of the Movius Management Portal (MMP). You'll need to contact Movius Support to receive an email containing a portal link and login credentials.  Log in to the MMP Follow the instructions below after receiving an email from Movius wi...

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Updated May 7th, 2020 by Melanie Allen

Admins: Edit Profile

Your profile is a record of your information as an administrator of this organization. You can edit your profile by adding new information such as your Profile Photo, Address, Time zone, etc. Click . Click P rofile. Fill out the details and click Save....

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Updated April 16th, 2020 by Melanie Allen

MultiLine for Financial Services

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Updated June 12th, 2020 by Melanie Allen

Management Portal FAQ

General What is the Management Portal? The Management Portal is where you will manage everything MultiLine. Here, you can assign numbers, add accounts, and send invitations. You can enable mobile recording features, store texts and voice calls, track usage, analyze metrics, understand reports, and gain key business insights into every aspect of your...

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Updated June 4th, 2020 by Melanie Allen

Single Sign On

You can log in to MultiLine for Intune using Single Sign On. What is Single Sign On?  Single sign-on is a session and user authentication service that permits you to use one set of login credentials for example name and password, to access your applications. Set up Single Sign On Android Go to Contact Settings. Select Exchange Contacts, as a contact...

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Updated April 17th, 2020 by Melanie Allen

Admins: Activities

The Activities pages will allow you to review and search for specific MultiLine calls and texts - allowing you to track your organization's communication on a granular level.  Navigate to the Reports tab and then to the Activities page. This page will allow you to search individual phone calls and messages sent and received by MultiLine numbers. Sea...

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Updated July 2nd, 2020 by Melanie Allen

How to contact support

If you face any issues using the app, information to contact support is located in Settings > Help > Contact Support. You can get assistance by phone or email....

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Updated April 13th, 2020 by Melanie Allen

Set E911 Personal Information

What is E911? In U.S., Puerto Rico and U.S Virgin Islands, where 911 is dialed for emergency, it is required by law to store the caller’s address in any application which has calling ability. This address is used by the emergency services to determine the location of the caller, if 911 is dialed. All the MultiLine for Salesforce users in U.S., Puert...

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Updated June 11th, 2020 by Melanie Allen

Install MultiLine for Intune

1. Install the Multiline for Intune Application iOS Search for MultiLine for Intune in the App Store and install the application.    Once the installation is complete, tap Open. You will be redirected to the Welcome screen. If Microsoft Authenticator is installed you will be redirected to the Microsoft Authenticator App proceeded by the Pick account...

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Updated April 3rd, 2020 by Melanie Allen

Android: How to use MultiLine

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Updated May 29th, 2020 by Melanie Allen

Admins: Mobile App Application Version

If you're deploying MultiLine, Movius for Blackberry, MultiLine for Intune, or one of our other integrations, you need to add them to the Allowed Applications. You can also set the minimum application version.   This setting is under Mobile App in the Setup tab.  Click Edit for Application Version. Use the Minimum Version field to set the minimum ve...

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Updated May 28th, 2020 by Melanie Allen

Admins: Set Mobile Application Version and Allowed Applications

If you're deploying MultiLine, Movius for Blackberry, MultiLine for Intune, or one of our other integrations, you need to add them to the Allowed Applications. You can also set the minimum application version.   This setting is under Mobile App in the Setup tab.  Click Edit for Application Version. Use the Minimum Version field to set the minimum ve...

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Updated May 14th, 2020 by Melanie Allen

Admins: Digital Safe Performance

Movius deploys Digital Safe processing for voice and SMS independently in order to meet differentiated compliance requirements. In this configuration, Movius offloads the Metadata and Message Recording content once a day to the customer's SFTP server. Movius also offloads the Metadata and Call Recording content every 30 minutes to the customer's SFT...

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Updated May 14th, 2020 by Melanie Allen

Admins: Edit Sub-Organizations

Click . Click Sub-Organizations. Click Edit to make changes to the parameters within the organization....

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Updated June 25th, 2020 by Melanie Allen

Using the web client

The web client can be used to make and receive calls and texts and view your history of calls and texts. The upper right hand menu can be used to change your password, view E911 information, and sign out.  Using the recents tab The Recents tab appears when you sign into the web client. It contains your recent incoming and outgoing calls.  Clicking a...

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Updated April 3rd, 2020 by Melanie Allen

IOS: How to Use MultiLine

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Updated April 7th, 2020 by Melanie Allen

Apply MultiLine Permissions set to users

Open Permission Sets under Setup  Click MML Permissions Click Manage Assignments Click Add Assignments...

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Updated June 18th, 2020 by Melanie Allen

How to send a log to customer service for Microsoft for Intune

When sharing a log from MultiLine for Intune with customer service by email you need to manually fill out the fields: To field: Enter your customer support email ID Cc field: Enter the email ID of anyone who wants to track progress on the issue Subject: Enter the description of the issue you’re having Body: Enter the details described below.  To hel...

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Updated June 4th, 2020 by Melanie Allen

Kaziranga Release 3 | May 2020

Movius Kaziranga 3 Release Notes May 2020  These release notes outline new features and enhancements to the Movius MultiLine Solution. These notes will provide details of changes to the MultiLine App and Management Portal. What’s New? CDR Logging Enhancements: RTP statistics for every call now contain additional logging of call quality parameters an...

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Updated June 16th, 2020 by Melanie Allen

Admins: Movius for Blackberry

These instructions contain information for how to deploy Movius for Blackberry if it is the first application you're deploying in BlackBerry Dynamics. If you have already deployed BlackBerry Dynamics applications, you can deploy Movius for BlackBerry in the same manner. For more information about BlackBerry Dynamics, visit their help center.  Dynami...

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Updated June 16th, 2020 by Melanie Allen

Admins: Microsoft for Intune

About Microsoft Intune Microsoft Intune is a cloud-based service that focuses on mobile device management (MDM) and mobile application management (MAM). Intune enables you to be productive while keeping your organization data protected. It integrates with other services, including Microsoft 365 and Azure Active Directory.  Microsoft Intune protected...

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Updated June 16th, 2020 by Melanie Allen

KB Updates: Week of 06/15/2020

Corrections made to Guide: Multiline for Intune New User.  Removed information intended for administrators from the About section Revised installation flow to more clearly and correctly indicate the difference between the steps of an MDM+MAM setup and MAM-WE setup.  Cross-published instruction for enabling Single Sign On into the guide. Deleted Mult...

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Updated April 2nd, 2020 by Melanie Allen

Admins: Manage alerts

There are several predefined alerts that you (and other nominated users) can receive. You can manage alerts under Administration in the Setup tab. Details of each alert are outlined in the table below: Alert Name  Description  Account Moved An administrator can select an organization administrator or a recipient to receive this alert when an account...

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Updated June 16th, 2020 by Melanie Allen

Set up Single Sign On

You can log in to MultiLine for Intune using Single Sign On. What is Single Sign On?  Single sign-on is a session and user authentication service that permits you to use one set of login credentials for example name and password, to access your applications. Set up Single Sign On Android Go to Contact Settings. Select Exchange Contacts, as a contact...

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Updated May 14th, 2020 by Melanie Allen

Admins: About Digital Safe

This article provides a description of Digital Safe, an option of the Movius solution that provides offloading of voice and SMS recordings.  What is Digital Safe? Digital Safe offers a simple method for your enterprise to receive permanent copies of your call and SMS activity for compliant archival.  Your enterprise will have access to recordings as...

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Updated June 22nd, 2020 by Melanie Allen

MultiLine for Intune Installation and New User guide

About MultiLine for Intune MultiLine is a mobile application that lets you use a separate business number on your personal or corporate-owned cellphone, and provides features to ensure secure, convenient, and compliant client communication. MultiLine for Intune is a version of MultiLine that can be managed by an Intune MDM+MAM or a MAM-WE policy as ...

1 min reading time
Updated April 3rd, 2020 by Melanie Allen

Choose your call settings

You can choose when to use Wi-Fi or data for calls using Call Settings. Click the menu icon  ⋮ in the upper right-hand corner. Click Settings.  Select Call Settings.  To only make or receive calls and SMS when connected to Wi-Fi, set the WiFi Only toggle to on.  Select your option for making calls: 1. Choose on Dialer: On the main screen for calls t...

1 min reading time
Updated April 22nd, 2020 by Melanie Allen

Admins: Set up mobile recording

You can edit settings for voice recording, text recording, group messaging, and picture messaging in Mobile Recording under the Setup tab. Mobile Recording Call Recording All calls will be captured by enabling this option. Check Enable checkbox to enable Call Recording. Message Logging All messages will be captured by enabling this option. Text, pic...

1 min reading time
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