Telephony

Available in NLS 5.6 and later
Noble available in NLS 5.7

Outbound Calls

NLS can be configured to dial out phone numbers when phone numbers are double clicked in Collector Mode using the VoIP services offered by Vaspian and Noble.

Note

Please contact Vaspian or Noble to establish an account and to make sure that your phone system is compatible with the service. Additional configuration may be required outside of NLS.

Global Setup

Go to File > Setup > System > Telephony Settings.

For Vaspian

Select Vaspian from the Vendor drop down list and enter the information provided by Vaspian.

For Noble

Important

Support for Noble is currently disabled.

Select Noble from the Vendor drop down list and enter the URL provided by Noble.

NLS 5.7.3 and later

Select Use NLS AD User for Authentication to use the currently logged in NLS user’s fully qualified domain name instead of the user ID.

Custom

NLS 5.18 and later

Select Custom from the Vendor drop down list and enter a VBScript script to execute when a phone number is double-clicked.

The following values are available to the script:

country_code (int)
area_code (int)
local_number (int)
raw_number (int)
custom_input (string) — the string does not need to be enclosed in double quotation marks (“ “).

The data from the Change Telephony Settings’ Telephony Script Input is passed as custom_input to the script and may be parsed as needed.

VBScript Example

x=msgbox("Dialing " & "+" & country_code & " " & area_code & local_number ,0, "Phone Number")

User Setup

Each user must configure NLS to dial out using the phone that is being used.

Go to File > Info and click  Change Telephony Settings.

For Vaspian

Enter the phone's extension and PIN for the phone being used.

For Noble

Enter the TSR (Noble agent code), List ID, and Appl.

For Custom

NLS 5.18 and later

Enter the data required by the Custom script. There is a maximum limit of 100 characters. The data is encrypted and passed to the Telephony Setting script as custom_input variable.

Example

A PIN and an extension number separated by a semicolon for the script to parse.

1234;111

Inbound Calls

NLS 5.35 and later

NLS can be configured to display the loan associated with an incoming call when used in conjunction with external phone dialers.

If you are running your own database server, follow the instructions on the Screen Pop Webhook section to install the required webhook.

For hosted (ASP/Switch) clients, please contact Nortridge Support to have our infrastructure team set up your webhook.

Once the screen pop services integration has been set up, go to Setup > System > System Defaults > Query Notification and enable Enable Query Notification-Telephone Screen Pop.

When an incoming call is received and is answered by an agent, an entry will be made into the TelephoneScreenPop table which will then trigger NLS to display the associated loan.

Security

Telephony settings privilege to view and update can be assigned per user or group under System > Telephony Settings.