Note:
- Before you set up a soft phone on client computers, you must configure the soft phone as a 5020 IP phone on the telephone system. Refer to the Golden Rules when configuring your telephone system. See the following Mitel Knowledge Base article: https://mitel.custhelp.com/app/answers/answer_view/a_id/1002335/loc/en_US.
- Contact Center Softphone and Contact Center PhoneSet Manager extensions must have Real-time and reporting enabled in YourSite Explorer. If they are programmed as Historical reporting only, the Directory Numbers will not display in the list of available soft phone extensions when you launch the soft phone.
- When an agent logs into their soft phone, they are prompted to enter a PIN. If the login PIN they entered is invalid the login will fail and they will be asked to enter a valid PIN. By default, users can attempt to log in 3 times before their PIN locks, requiring it to be reset with a new PIN. We recommend you increase the default number of failed attempts on your telephone system to prevent locking. For information on changing this setting, see the following Knowledge Base article: https://mitel.custhelp.com/app/answers/answer_view/a_ id/1001243/loc/en_US.
- If you configure employees with the third party call control security setting, they will not be prompted to enter a PIN when logging into their soft phone
Soft phone comprises Contact Center Softphone and Contact Center PhoneSet Manager.
To set up a client computer to use the soft phone, on the client computer
- Run Client Component Pack.
See "Modifying available client applications and client roles".
- Ensure your headset is connected.
- Configure sound and audio device properties.
To configure sound and audio device properties for Windows operating systems, you must set the PC speakers as the default audio device and adjust the volume of the PC speakers, headset speakers, and headset microphone.
- Launch Contact Center Client and select your soft phone extension.