The UNIVERGE BLUE® CONNECT NetSuite CRM integration allows users to use UNIVERGE BLUE® CONNECT to click-to-call, get screen pops with caller information and log calls directly within NetSuite.
Adding a Domain in Control Panel
In order to integrate UNIVERGE BLUE® CONNECT with NetSuite, you need to add the domain you use in NetSuite CRM in your Control Panel. Read our Knowledge Base article UNIVERGE BLUE® CONNECT Integrations Management in Control Panel for more information.
Installation instructions
- Log in as an administrator to your NetSuite account.
- Navigate to: Customization > SuiteBundler > Search & Install Bundles.
- Switch search mode from Basic to Advanced.
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For Location choose Production Account. In the Account ID field, type tstdrv2418874 and click Search.
- Click UNIVERGE BLUE® CONNECT Bundle to install the integration.
To continue with the setup, navigate to Setup > Company > Enable features > SuiteCloud and enable Telephony Integration. Then, click Save.
After that, navigate to Home > Set Preferences > Telephony > Telephony option and select CTI in the dropdown list. In the CTI URL field enter: /app/site/hosting/scriptlet.nl?script=customscript_univerge_blue_connect&deploy=customdeploy_univerge_blue_connect&phone={phone}
After that, click Save.
Note: setup needs to be completed for each role of each user individually.
Adding Portlets
In NetSuite there are several pages with a possibility to add customizable portlets. One of them is the main page. Another is UNIVERGE BLUE® page, which is reachable via a link from the main navigation menu.
To add a portlet, navigate to Home > Personalize > Custom Portlet. In one of the portlets, click Set up and choose UNIVERGE BLUE® Portlet.
Note: portlets adding needs to be completed for each role of each user individually.
Changing Portlet Settings
Administrators can make changes to predefined settings in the UNIVERGE BLUE® Settings Portlet.
Below are the predefined settings, and the changes administrators can make to them.
- Automatically log all calls. If deselected, only calls selected by users will be logged.
- Auto-open contact on incoming call. If deselected, user would need to click to open the record of the caller.
Permission Customization
To see overall permission to plugins page, navigate to Customization > Scripting > Script Deployments , click UNIVERGE BLUE® CONNECT Suitelet and go to Edit > Audience . By default, it's available for all roles, but you can customize it choosing a particular role/group/employee/partner that should have access to the plugin.
Permission for adding a portlet
Navigate to Customization > Scripting > Script Deployments and choose UNIVERGE BLUE® Portlet > Edit > Audience . By default, it's available for all roles, but you can customize it choosing a particular role/group/employee/partner that could choose it among the options in Custom Portlet field.
Permission for adding settings portlet
Navigate to Customization > Scripting > Script Deployments and choose UNIVERGE BLUE® Settings Portlet > Edit > Audience. By default it's available only for administrator, but you can customize it choosing a particular role/group/employee/partner that could choose it among the options in Custom Portlet field.
Adding UNIVERGE BLUE® link to the main navigation menu
Navigate to Customization > Centers and Tabs > Centers Tabs > UNIVERGE BLUE® > Edit > Center. By default it's All, so the main navigation menu for all users contains the item UNIVERGE BLUE®. It is possible to choose any particular Center (NetSuite's term, that means the group to which the role belongs), where this item will be displayed. In others, it will not appear in the main navigation menu, but still will be available via search or direct link.
