Watch and share it with this link: https://www.youtube.com/watch?v=QCno74PHR_M
MultiLine by Movius for Wealth Managers
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- MultiLine for Salesforce demo video
- About MultiLine for Salesforce
- Activate MultiLine for Salesforce
- Calling in MultiLine for Salesforce
- Messaging in MultiLine for Salesforce
- Tagging calls and texts with Opportunity
- Do Not Disturb, Out of Office and Call Forwarding in MultiLine for Salesforce
- MultiLine for Salesforce Softphone Calling Modes
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- Create user permissions
- Customize email invitations
- Managing email domain restrictions for MultiLine invitations
- Customize SMS invitations
- Add and invite a user to MultiLine
- Add and invite users to MultiLine with batch CSV upload
- Resend a MultiLine Invitation
- Search users and view invitation status
- Set Up Data Only Onboarding
- Guide to onboarding users for MultiLine Desktop
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- Search user accounts using filters
- Edit MultiLine user accounts
- Move users
- Suspend a user
- Delete user and release, reserve, or forward calls
- Set Forwarding Number for Messaging Only MultiLine
- Add preferred language for a user
- Enable PBX phone for a user
- Set up a Webhook
- Enable Microsoft Teams calling for a userUpdated
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- Set allowed applications
- Enable Group Messaging (US Only)
- Enable Picture Messaging (US Only)
- Edit message to users for undelivered multimedia message (US Only)
- Enable WhatsApp Messaging for users
- Configure mobile recording and announcements
- Enable Messaging Opt-In Policy
- Enable CLARE (Sentiment Analysis)
- Set up Compliance Restrictions
- View Redaction policy
- Manage In-App Notifications
- Call & Messages Back-Up
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- Log into Management Portal
- Is it possible to add multiple administrators to the Management Portal?
- What options are there for sending MultiLine users activation information?
- How do I help a user that loses their Activation password?
- How do I update invitations for simplified onboarding?
- Can you set MultiLine invitations to single use only?
- Can you turn on/off the call recording announcement "This call is being recorded" at the MultiLine user level and at sub-org level?
- What onboarding materials exist for new users?
- How do I restrict incoming social messages for a user?
- Secure recording offload service
- Reset Management Portal password
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- How do I solve call quality issues, dropped calls, or connection errors?
- Why is my phone not "waking up" to notify me I received a MultiLine SMS?
- When I make or receive calls, why do I see a number that I do not recognize?
- Why is my ringtone different in Minutes mode than Data mode?
- Why aren't my clients seeing my MultiLine number as my caller ID?
- How do I update my MultiLine app?
- How do I find my MultiLine app version number?
- I reinstalled MultiLine, but lost my invitation. What should I do?
- Error: Current version is not supported, please upgrade to latest version from Play store/ App store
- Error: Invalid Company / Org ID. Please try again.
- Emergency numbers 911 and 988
- Still receiving MultiLine calls after deleting the app
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- MultiLine for Intune says I need to install Company Portal, but I already have it?
- Can't email Support
- How to uninstall the Workspace/Company Portal
- I synced my contacts with an Exchange server, why don't I see any contacts in the list?
- I chose Native Contacts for my contact source, but my Contacts list is empty? Why aren't my contacts there?
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- I'm trying to send the client a message, but when I tap on the text field it won't let me enter anything. Why?
- Someone accidentally rejected the opt-in request I sent. What do we do?
- Why do I see “The contact hasn't responded to the opt-in request for more than 24 hours. You can try sending the request again.”?
- Why did I get the error message “Looks like this contact is already messaging with another MultiLine user. . .”?
- Why did a client receive the auto message “. . . We're not currently using this number to accept WhatsApp messages.”?
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- Will I see missed calls when my Business Hours are set?
- Can a call switch from using WiFi to minutes during an ongoing call?
- Does MultiLine use my personal phone plan's minutes and data?
- Why do I see a number I don't recognize in my personal call log or outbound call screen?
- Can we keep both options, Simultaneous Ring and Sequential Ring, toggled off, even if numbers are added to the list?
- Why did I see "MultiLine_Unknown" when receiving a call from my contacts?
- Why is Caller ID different when I use Minutes mode or Data mode?
- Can I use MultiLine for conference calls?
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- Financial Services Regulations FAQ
- Healthcare Compliance FAQ
- Consumer Regulations FAQ
- Does MultiLine comply with GDPR Regulations?
- Can users turn off call recording in the app?
- Can users turn off SMS or instant message recording in the app?
- Is Movius ISO certified?
- Is Movius SOC Certified?
- Can MultiLine prove its Data integrity?
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- What is MultiLine?
- How does MultiLine provide a second number?
- What devices does MultiLine work on?
- Do users have to be connected to Internet to activate MultiLine?
- Can users use their MultiLine invitations more than once?
- Can users activate MultiLine on more than one phone at a time?
- Will using MultiLine increase my personal mobile bill?
- What type of numbers does MultiLine support?
- What languages are supported?
- How do I purchase a subscription for MultiLine?
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- If I set Do Not Disturb on my mobile, will it apply to MultiLine for Microsoft Teams?
- If I set a Business Hours schedule on my mobile, does it apply to MultiLine for Microsoft Teams?
- I'm receiving voicemails only to Microsoft Teams and not to MultiLine.
- My incoming calls are not forwarded to the number I have selected in MS Teams.
- My calls are routed to voicemail on MultiLine mobile app instead of ringing on MS Teams.
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- Does MultiLine access my personal WhatsApp?
- Can all the messages I send and receive using MultiLine for WhatsApp be recorded?
- Can I make a WhatsApp voice call, video call, or send voice messages in MultiLine?
- Do opt-in requests time out?
- What is my client's experience when we use the WhatsApp messaging channel?
- Can I WhatsApp between MultiLine users in the app?
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- How do I get my credentials for MultiLine Desktop?
- If I set Do Not Disturb on my mobile, will it apply to MultiLine Desktop?
- If I set a Business Hours schedule on my mobile, does it apply to MultiLine Desktop?
- Can I upload my mobile MultiLine local contacts or native contacts to MultiLine Desktop?
- If I block a number on mobile, will the number be blocked in MultiLine Desktop?
- How can I get my local contacts back after switching to Exchange? Can I switch my email used?
- Why is there no ring tone played for some incoming calls to MultiLine Desktop? (Chrome/Safari)
- Can I change my ringtone in MultiLine Desktop?
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- Why is there a blue BlackBerry floating icon in the Movius app?
- When clicking a number to dial from BlackBerry Work, why does Movius switch to Blackberry Work and then again back to Movius?
- I chose Native Contacts for my contact source, but my Contacts list is empty? Why aren't my contacts there?
- What is Movius for BlackBerry?
- Can Movius for BlackBerry access contacts in the address book in the phone? Can I just go to the contact and dial through Movius for BlackBerry?
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- What's New for Movius Release Notes?
- How to use Movius Release Notes
- How do I update my MultiLine app?
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- Version 4.03.01Updated
- Version 4.02.05 | iOS Release Notes
- Version 4.02.04 | iOS Release Notes
- Version 4.02.03
- Version 4.02.02 | iOS Release Notes
- Version 4.02.01
- Version 4.01.06
- Version 4.01.05
- Version 4.01.04
- Version 4.01.03
- Version 4.01.02 Hotfix | iOS
- Version 4.01.01
- Version 4.00.00 - 4.00.01
- Version 3.07.01 | All Apps
- Version 3.06
- Version 3.05 | All Apps
- Version 3.04 | All Apps
- Version 3.03 | All Apps
- Version 3.01 | All Apps
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- Version 4.03.01Updated
- Version 4.02.02 HF2 | Release Notes
- Version 4.02.01 | Android Hotfix
- Version 4.02.01 | Android Release Notes
- Version 4.01.01 | Hotfix 2
- Version 4.01.01 Hotfix | Android
- Version 4.00.01 - 4.01.01 | Android
- Version 3.08.01 - Hotfix
- Version 3.05 | All Apps Release Notes
- Version 3.04 | All Apps Release Notes
- Version 3.03 | All Apps Release Notes
- Version 3.01 | All Apps Release Notes
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- MultiLine Messaging | Version 2.3.0 | Release NotesNew
- MultiLine Messaging | Version 2.2.0 | Release Notes
- MultiLine Messaging | Version 2.1.1 | Release Notes
- MultiLine Messaging | Version 2.0.2 | Release Notes
- MultiLine Messaging | 2024.03.22 | Release Notes
- MultiLine Messaging | 2024.03.16 | Release Notes
- MultiLine Messaging | 2024.03.02 | Release Notes
- MultiLine Messaging | 2023.27.10 | Release Notes
- MultiLine Messaging | 2023.06.10 | Release Notes
- MultiLine Messaging | 2023.16.09 | Release Notes
- MultiLine Messaging | 2023.22.07 | Release Notes
- MultiLine Messaging | 2023.07.07 | Release Notes
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- MultiLine by Movius for General Health
- MultiLine by Movius for Retail
- MultiLine by Movius for Wealth Managers
- MultiLine by Movius for Pharmaceutical Services
- MultiLine by Movius for Enterprise BYOD
- MultiLine by Movius for Compliance Officers
- MultiLine by Movius for Legal
- MultiLine by Movius for Educators
- MultiLine by Movius for Non-profits
- MultiLine by Movius for Contracting
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- MultiLine for Salesforce Product Document
- MultiLine for Salesforce Installation Guide for Salesforce Lightning Admins
- MultiLine for Salesforce Installation Guide for MultiLine Admins
- End-User Guide: Get started with MultiLine for Salesforce
- MultiLine for Salesforce | Troubleshooting
- MultiLine for Salesforce | FAQ
- Admin Guide: Upgrade and register MultiLine for Salesforce
- Bulk User Import Configuration For Salesforce
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- Movius for BlackBerry Product Document
- Movius for BlackBerry Installation for MultiLine Admins
- Configure policy settings for Movius for BlackBerry in Good Control
- Whitelist Movius hostnames and ports (if RouteALL is configured) in Good Control
- Installation Guide: Deploy Movius for BlackBerry using Good Control
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Related Articles
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Release Notes
Copyright © 2022-2024 Movius. All rights reserved. Movius is revolutionizing the way businesses communicate. We are the leading global provider of secure, cloud-based mobile communications. Our MultiLine™ solution enhances workflows, resolves compliance gaps and unifies cross-channel messaging. Movius AI-powered solutions enable businesses to build strong and lasting relationships with their customers in a company-owned, controllable system. In today’s on-the-go world, wave goodbye to excessive hardware costs and IT overhead. Welcome to Phone 3.0™. For more visit movius.ai
