~.UcClient.~ Clients #
~.UcClient.~ clients provide users with access to control over their phone, including access to call history, voicemail, contacts and where available softphone features.
note
Access to ~.UcClient.~ clients is license controlled. If there is no reference to client permissions in the customer portal, access to ~.UcClient.~ clients are not enabled.
Client Types #
The table below outlines the different ~.UcClient.~ clients which are available, a brief description and a link to the client's dedicated documentation:
| Client | Description | Documentation | Installs |
|---|---|---|---|
| ~.UcClient.~ Desktop | Desktop unified communications client supported on Windows 10 & 11. | Docs | Download Portal |
| ~.UcClient.~ CRM | Embedded CRM clients supported in Salesforce & Microsoft Dynamics 365 | Docs | n/a |
Giving Users Access #
Access to ~.UcClient.~ clients is controlled via user permissions. For details on the specific permissions, refer to the Users configuration area.
Presence Profiles #
Presence profiles are used by ~.UcClient.~ clients to allow users to update their availability. Other users on the system can see the presence of each user, getting details on their current availability/status.
Presence profiles can be used in two different modes:
- Passive, User can change their availability visually to indicate to other users they are not available (default)
- Active, ~.UcClient.~ can actively update a user's Do-not-disturb, Forwarding & Find-me-follow-me configuration when their profile changes.
info
The mode in which presence profiles work is set at reseller level. If you wish to enable Active presence profiles, please speak to your sales contact.
Passive Presence Profiles
By default, presence profiles work in passive mode. This means that they are used as a purely visual tool about a user's availability.
Depending on the profile selected by the user, their status to other users will appear as one of 3 colors:
- Available
- Away
- Busy
If a user is in the Available state, the Busy color is automatically applied to their user profile within ~.UcClient.~ when they are busy on a telephone call.
The table below shows the default states for each profile available:
| Presence | Status | Color |
|---|---|---|
| Available (default) | Available | |
| Away | Unavailable | |
| Comfort | Unavailable | |
| In a Meeting | Unavailable | |
| In the Office | Available | |
| Lunch | Unavailable | |
| On Holiday | Unavailable | |
| On the Road | Available | |
| Out of the Office | Unavailable | |
| Working from Home | Available | |
| Working Remotely | Available | |
tip
If a user does not have access to a ~.UcClient.~ client, they will be in the Available profile by default and their status will automatically switch between Available and Busy as they make and receive calls.
Active Presence Profiles
If active mode is enabled for presence profiles, the user's Do-not-disturb, Forwarding & Find-me-follow-me configuration will all be updated as they switch between profiles. This allows users to actively control how they can be contacted.
| PBX Feature | Description |
|---|---|
| Do Not Disturb | Enables/disabled Do-not-disturb for the user on the PBX based on a the user's availability in the selected profile. |
| Find Me Follow Me | Activates and updates the user's Find-me-follow-me settings based on the current profile's settings. |
| Forwarding | Activates and updates the user's Forwarding settings based on the current profile's settings. |
| Extension Lists | Adds and updates an extension list for each user to match their current Find-me-follow-me rules. |
The table below shows the updates to a user configuration that will be applied by default when in active mode:
| Presence | Status | Color | Do Not Disturb[^1] | Call Forwarding[^1] | Personal Routing[^1] |
|---|---|---|---|---|---|
| Available | Available | |
✘ | ✘ | Ring all |
| Away | Unavailable | |
✔ | ✘ | Ring all |
| Comfort | Unavailable | |
✔ | ✘ | Ring all |
| In a Meeting | Unavailable | |
✔ | ✘ | Ring all |
| In the Office | Available | |
✘ | ✘ | Ring all |
| Lunch | Unavailable | |
✔ | ✘ | Ring all |
| On Holiday | Unavailable | |
✔ | ✘ | Ring all |
| On the Road | Available | |
✘ | ✘ | Ring all |
| Out of the Office | Unavailable | |
✔ | ✘ | Ring all |
| Working from Home | Available | |
✘ | ✘ | Ring all |
| Working Remotely | Available | |
✘ | ✘ | Ring all |
When in active mode, users can override this default configuration through their ~.UcClient.~ Desktop client, changing which of their devices will ring and when.
For more information on overriding the default profiles, please refer to the ~.UcClient.~ Desktop documentation.
User Extension Lists
An optional extended version of active profiles is available which is designed to allow users to control when they will be presented with group calls.
By default, the communications platform will send group calls to all of a user's devices, even when they have Find-me-follow-me or Forwarding settings applied.
To get around this issue, ~.UcClient.~ can create and update a user extension list on the communications platform. This extension list will be updated with only the devices a user has selected to ring in their profile, ignoring any call forwards.
When configuring groups on the communications platform, the user's extension list can be used instead of the user directly, ensuring group calls only ring the devices a user wants to ring.
info
If User Extension Lists have been enabled on your system, they will only be created for a user if they modify a profile to customize the device routing.