Detailed Preferences

In the Preferences pages the user can control different aspects as to how CoreNexa operates. To get to the preference pages click on your user profile image/avatar in the upper left side of the main menu then clicking Settings in the menu that appears.

The Settings menu will then open where you can choose which category of preferences you want to modify.

• Profile
• General
• Audio
• Calling
• Chat & SMS
• Integrations
• Logging

Profile Settings

The user can edit their profile information, upload their profile photo, or change their CoreNexa account password here.

Change your Profile Information

Click on Edit beside the My Information title. A dialog will open where you can:

• Edit your name.
• Add a phone number by clicking the Add Phone button.
• Add an email address by clicking the Add Email button.
• Edit your Address.
• Add your profile photo by clicking on Add Photo.

Click on Save when done editing your profile information.

Change your account password 

Click on Change below Account Settings. Enter your Current Password then New Password and confirm the New Password. The password requirements are:

• One lowercase character
• One uppercase character
• One number
• 8 characters minimum
• One special character
• New password must not match previous passwords

General Preferences

In General Preferences the user has the ability to set their Home Page, Language, and Room & Meeting Settings.

Set Home Page

From the dropdown menu you can choose to change what screen will open upon logging in to CoreNexa Desktop/Browser client.

Set Language

Click on the dropdown and choose your preferred language to use.

Room & Message Settings

When in the Rooms screen, you wan to Sort Room Alphabetically then check the box to enable.

Audio Settings

On the Audio Settings page, the user can choose which device to use for their speaker and microphone and provides the ability to test them.

Clicking on the dropdown menu for either Speaker or Microphone you will be presented with a list of devices that your choose from. Selecting one will set it as the device to use for either your Speaker or Microphone. If there is a device missing from the list or one that was just recently installed or plugged-in then click the Refresh Device Lists button in the upper right area of the screen then open the dropdown for the device again.

It is recommended that you test the newly selected device with the CoreNexa built-in test. Click the Test Sound link to see if the speaker can play sounds or click the Test Microphone link and the microphone will record your voice and play it back as a test that it works.

Calling Settings

The Calling Settings screen lets you change your Inbound Dialing Rules, Find Me, and Click to Dial options.

Inbound Dialing Rules

These settings control what happens when you receive a call.

• Call Forward Always – When the toggle switch in On, all your incoming calls will be forwarded to a destination you choose. This overrides all other settings. In the Destination dropdown choose one then select/enter the specific destination in the secondary dropdown or field that appears.

• Do Not Disturb – When the toggle switch is On this sends all calls to the If Busy destination.
• Try First – This is the first destination for the call if the settings above are both turned off.
• If Busy – If the call is met with a Busy signal or Do Not Disturb is turned on then this destination is used.
• If Not Answered – If the call goes through but is not picked up then this destination is used.
• If Offline – If the call is going to a user whose Presence is currently set as Offline then this is the destination for the call.

Find Me

Here you can set a Ring Strategy for how the system tries to let you know of an incoming call when you have multiple Locations (see settings below) where you can be contacted. You can choose between Sequential (Locations are ringed in order) or Simultaneous (Locations are all ringed together).

The Locations to Ring (maximum of 5) settings are set by picking a Location type (My Extension, Other Extension, or Outside Line) then filling in the Description and toggling the switch under Active to On if this Location will be used to find you.

The Ring Options settings are used to set how many seconds each location rings before deemed as not answered. You also have toggles for announcing first a recording of the caller’s name and giving the caller the option of transferring to voicemail between each location defined above.

The Time Settings are used to automatically set you as active either Always or if set to during certain hours of the day only then you will be able to set the time to start and end may set to Include Saturdays and Sundays. If not set to Always you may choose where to route call to outside of the hours set as Active.

Click to Dial

Here you can select which client or device is ringed when using the Click to Dial functionality. You can select either UC or Desk Phone.

Chat & SMS Settings

The Chat & SMS Settings allow you to change the number of inactive days until your chat or SMS conversation is closed (a closed conversations does not erase the message history).

Integrations

The Integrations settings allow a user to set integrations for ConnectWise and Salesforce plugins or calendar and contacts integrations for Google and/or Microsoft. 

For Google or Microsoft Integrations:

1. Click the Connect Google/Microsoft button and login with your Google/Microsoft credentials.

2. After logging in you will see a confirmation message if the integration is successful.

You should now see a Google/Microsoft entry in your Contacts and Meetings filters.

Logging

The Logging settings allows you to set the level of logging, max log file size, and a button for downloading the log file.

The Log Level dropdown lets you choose from:

• Trace
• Debug
• Info
• Warning
• Error
• Fatal

The Max Size setting lets you set the file size in MB so that the maximum size is reached it will remove the oldest entries to make way for the newest log entries.

The Download Log File button lets you download the log file as a text file with a .log extension.