When X-Lite or Bria is registered, the System tray icon will also display a small green check mark:Īt this point the phone is registered and you should be able to make and receive calls from your softphone. You should see the phone update and display a status near the top left indicating it has registered with Evolution: Be sure the password is correct, if you copy it, be sure there are no white spaces before or after the password.Īfter you have input the subjective information for the SIP account, click on 'OK'. You will need to input this information into the account page of X-Lite or Bria as seen here. Here is an example of the output generated by Evolution when creating a 'Generic SIP' device: The account screen is where you will be entering the information provided by Evolution to configure X-lite/Bria as your softphone. The Username provided by Evolution, a.k.a the extension number (required)Įnsure 'Register with domain & receive calls' is checked and the radio field next to 'Domain' is selected The name you would like this account to appear as (required) The password provided by Evolution (required) The IP or Domain Name of the Evolution PBX (required) The Username provided by Evolution, a.k.a. General info about the fields displayed under the account settings are as follows: SettingĪ descriptive name for the account you are configuring The first thing you will need to do to setup your Counterpath softphone is to create an extension in Evolution.īe sure to select 'Generic SIP' for the phone type.Īfter you have an extension configured, you will need to open the Bria or X-Lite softphone and select 'Account Settings' under the 'Softphone' menu:Īfter you select 'Account Settings' you will be prompted with a screen that looks similar to the one below: If you have any questions about using this softphone please do not hesitate to contact our Support Helpdesk.This article explains how to configure your X-Lite or Bria softphone as an extension on your Evolution PBX. Now click on the green phone icon to make the call - as shown below: The number you have entered via the dial pad will appear here as shown below in red:ģ. Simple click on the XLite icon on your desktop and the dial pad will appear.Ģ. The X-Lite softphone will do the click to call for you.Ĭalling on your softphone when you are not in your CRM account or do not have a contact record to use Click2Call feature.ġ. Click on the phone number of the contact you wish to call on their business card.Ĥ. Now call a contact from their record inside your CRM account using the click2call that will connect your softphone.ģ. To find out more about this please read below: You are now ready to use Click2Call so that when you click on a phone number or mobile number inside a contact record your Softphone will be activated and will dial the number. Enter the digits of the Extension number in the Click2Call box and click on Update Settings to save.Ĩ. Here you will see the Click2Call field as shown below:ħ. Now click on the Settings icon along the menu bar:Ħ. Note the Extension number of your line as this is the number you need to set up on the Click2Call.ĥ. Click on the Configure button next to the VoIP line:Ĥ. Here you will see a summary of your VoIP line(s). Go to Phone section along the menu bar:ģ. You must activate the Click2Call feature inside your CRM account - to do this please follow the instructions below:ġ. This will dial the number and your call will be connected when the person answers. Just click on the keypad numbers with your mouse and click on the green phone icon to dial a number.
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