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How can I use telephony and SMS with the Fone&Text plugin in Daylite?

  • Updated

Fone&Text allows you to use a compatible phone or telephone system to initiate outgoing calls from within Daylite, obtain caller information on incoming calls, log calls and send SMS messages to your contacts.

 

Table of Contents

Compatibility

Setup – Phones & Phone Systems

Usage – Calls

Usage – Text Messages (SMS)

Troubleshooting

Compatibility

 

Compatible phones and telephone software

Fone&Text is compatible with the following devices and apps:

If your phone or PBX is not listed, please check whether it may be supported by the Mac software Phone Amego. If so, your devices can be used via Phone Amego together with Fone&Text.

 

Setup – Phones & Phone Systems

 

Starface PBX

Starface offers PBX systems as a classic appliance as well as a cloud service. Once configured and operational, it can easily be connected to Fone&Text.

  1. Navigate in the Daylite Plug-Ins menu to Fone&Text → Preferences → Phones → Phones
  2. Click the plus sign, select Starface from the drop-down menu and click OK
  3. Enter your Starface username (default: 0001, 0002 etc.), your Starface password and the IP address or URL of your Starface PBX (without https://). After clicking OK, Connected should be displayed.
  4. Fone&Text is now ready to use.

 

Gigaset telephones

A compatible Gigaset telephone is particularly useful when connecting a PBX or Fritzbox to Fone&Text is otherwise not possible. The phone must always be connected to your router or switch via a network cable.

For setup you will need the PIN or password of the phone (default: 0000 or admin) and the IP address of the phone.

  1. Navigate in the Daylite Plug-Ins menu to Fone&Text → Preferences → Phones
  2. Click the plus sign, select Gigaset from the drop-down menu and click OK
  3. Enter the IP address and the PIN or password. After clicking OK, Gigaset Connected should be displayed.
  4. Fone&Text is now ready to use.

 

iPhone

The iPhone integration of Fone&Text uses Apple's Handoff feature, which allows you to use your iPhone's phone function on your Mac. Learn how to pair your Mac with your iPhone in a separate tutorial.

Important: For technical reasons, the contact in Daylite may not always be found by the phone number. In this case, a call window without a selected contact will open. The contact can then be selected manually.

🎬 Video tutorial:

  1. Navigate in the Daylite Plug-Ins menu to Fone&Text → Preferences → Phones
  2. Select the Phones tab
  3. Click the plus sign and select iPhone from the drop-down menu

Once the phone is set up, initiate a call as follows:

  1. Click on the label next to the phone number or the phone icon behind it
  2. Select Call with Fone&Text
  3. Click Dial in the Fone&Text window
  4. FaceTime will display a window in the top right corner where you must confirm the call

 

Zoom Phone

Zoom Phone is a separate Zoom service that must be subscribed to separately. Proceed as follows:

  1. Open the iOSXpert PluginCenter
  2. Navigate to Fone&Text
  3. Select Phones and open the Phones tab
  4. Click the plus sign to add Zoom Phone as a phone
  5. Open the Zoom App and navigate to Settings
  6. Select Phone
  7. Enable the option Launch an external app or website for incoming calls
  8. Enter the URL open "/Applications/Daylite.app" daylite4://fone-connector/incoming?number=%E

 

RingCentral

RingCentral is a cloud-based PBX with a phone app for macOS.

  1. Make sure the RingCentral app is installed on your Mac and works independently of Daylite
  2. Navigate in the Daylite Plug-Ins menu to Fone&Text → Preferences → Phones
  3. Click the plus sign, select Script Based and click OK
  4. Select RingCentral under App for outgoing calls
  5. Open the RingCentral app Settings → Phone tab
  6. Enable Launch an external app or website for incoming calls and click Manage
  7. Paste the command open daylite://fone-connector/incoming?number="%E" into the Enter command text field
  8. Click Test and make sure the Fone&Text call window opens
RingCentral_settings.png

 

Bria telephone software

Bria is a software phone that enables VoIP telephony on your Mac. Please note that Bria Solo Free is not supported due to its missing interface.

🎬 Video tutorial:

  1. Make sure Bria is installed and works independently of Daylite
  2. Navigate in the Daylite Plug-Ins menu to Fone&Text → Preferences → Phones
  3. Click the plus sign, select BriaPhone and click OK
  4. Start Bria and grant Fone&Text access

To make a call: click the label next to the phone number → Call with Fone&Text → Dial → click Call in Bria.

 

Phone Amego

Phone Amego is a program that can make a wide variety of phones and phone systems available on the Mac.

  1. Make sure Phone Amego is installed and the phone/phone system works independently of Daylite
  2. Navigate in the Daylite Plugins menu to Fone&Text → Preferences → Phones
  3. Click the plus sign, select Script Based and click OK
  4. Select Phone Amego under App for outgoing calls
  5. Start the Phone Amego app and open its preferences
  6. In the Main tab under AppleScripts, select call_from (n) from the drop-down
  7. Click Set, select Daylite4 call_from.scpt and click Open
Phone_Amego_Preferences.png

 

iLink direct (SNOM & Yealink IP phones)

Using the software direct by iLink, it is possible to integrate various SNOM and Yealink IP phones on the Mac. All compatible phones are listed on the manufacturer's website.

Settings in the iLink direct app

  1. Quit the iLink direct app
  2. Download the file iLinkDirect_to_FoneConnector.scpt.zip
  3. Open Finder → Go
  4. Hold the ⌥ [alt/option] key and click Library
  5. Navigate to Application Support → ilink → direct → Scripts (create the folder manually if it doesn't exist)
  6. Move the script iLinkDirect_to_FoneConnector.scpt into the Scripts folder
  7. Start the iLink direct app and select the Call handling tab
  8. Check the option AppleScript to execute on… and select iLinkDirect_to_FoneConnector.scpt
iLink_direct_Einstellungen.png

Settings in the Fone&Text plugin in Daylite

  1. Navigate in the Daylite Plug-Ins menu to Fone&Text → Preferences → Phones
  2. Click the plus sign, select Script Based and click OK
  3. Select the direct app under App for outgoing calls

 

Fritzbox (experimental)

The manufacturer of the Fritzbox, AVM, has increasingly restricted the interfaces that software like Fone&Text uses to communicate with the Fritzbox. Fritzbox routers with current FritzOS therefore no longer work reliably with Fone&Text. The Fritzbox driver continues to ship but is marked as "experimental".

The following alternatives are available:

  1. Using the Fritzbox with the Bria telephone software on your Mac
  2. Connecting a Gigaset DX800A telephone to the Fritzbox

 

Usage – Calls

 

Initiating a call from Daylite

Connect your phone or phone system with Fone&Text to make a call from Daylite. All compatible phone systems are listed above.

Via the phone icon

  1. Select a person or company record with a phone number in Daylite
  2. Click the phone icon next to the phone number
  3. Click Dial in the Fone&Text window

Via the context menu

Simply right-click on the desired contact and select Call…

Always call with the primary phone

If you have set up multiple phones, you can choose to always use the primary phone: Preferences → Fone&Text → Phones → Always call with the primary phone.

Fone&Text primary phone setting

Choose the phone when dialling

Uncheck Always call with the primary phone to select the desired phone for each call.

Choose phone when dialling

 

Delegating callbacks to colleagues

Fone&Text not only connects your PBX but also allows you to log calls and delegate callbacks.

screenflow_DE.gif

To delegate a callback, navigate to the three-dot menu in the Fone&Text window and select Delegate callback. Choose the user and click Delegate.

 

Adding a phone number to the call log

Once Fone&Text is configured, a call window opens for incoming and outgoing calls. Enable the option Add number to details. When you end the call, the phone number will be transferred to the details.

Add phone number to call log

 

Showing active projects and opportunities of the default company

When making calls it is important to link all relevant objects. Fone&Text can therefore additionally display all active projects and opportunities of the caller's or callee's default company in the call window. To enable this feature, proceed as follows:

  1. Navigate to Fone&Text in the iOSXpert PluginCenter
  2. Select Phones
  3. Enable Show open goals of the default company in contacts

As soon as a call comes in or you initiate a call from Daylite, you will see all active projects and opportunities of the default company directly in the Fone&Text window.

 

Phone number format in Daylite

Fone&Text requires a technically correct phone number in Daylite. International numbers need the country code, area code and phone number. Spaces or hyphens as separators are fine.

Correct examples:

  • 02622 9780000 (national)
  • +49 2622 9780000 (international)
  • 0049 2622 9780000 (international)

Incorrect examples:

  • +49 (0)2622 9780000
  • 0049 (0)2622 9780000
  • 49 2622 9780000

 

Usage – Text Messages (SMS)

 

Sending text messages (SMS)

To send text messages (SMS) from Daylite, you need an SMS service. You can use Twilio and Apple Messages in parallel.

Note: Apple Messages is not suitable for sending messages to a large number of recipients simultaneously. For bulk SMS we recommend Twilio.

Creating text message templates

Navigate via the Daylite menu to Plug-Ins → Fone&Text → Preferences → Messages → Templates tab. Use the plus icon to create a new template. Use the Insert placeholder button, e.g. for personalised salutations. You can reorder templates via drag & drop.

Sending an SMS via the message icon

Click the message icon next to the contact's phone number in Daylite.

Setting up Apple Messages

🎬 Video tutorial:

  1. Navigate via the Daylite menu bar to Preferences → iOSXpert PluginCenter
  2. Click Fone&Text → Preferences → Messages
  3. Click the plus icon to add Apple Messages
  4. Enable Apple Handoff

Setting up Twilio

  1. Visit the Twilio website and create an account
  2. In Daylite, open Preferences → iOSXpert PluginCenter → Fone&Text → Messages
  3. Click the plus icon and select Twilio
  4. Enter the following details:
    • Twilio SID = Account SID
    • Twilio Auth Token = Auth Token
    • Twilio Sender Number = your Twilio number
    • Twilio Sender Name = display name when sending SMS
Note: When specifying a sender name, mobile numbers must include the country code (e.g. +49 for Germany, +1 for the US).

 

Labelling phone numbers for SMS

To send text messages via Twilio or Apple Messages, mobile phone numbers in Daylite must be marked with labels. Navigate to a contact's phone numbers and assign the label Mobile or iPhone to the mobile number. This is how Fone&Text identifies which number to send the SMS to.

 

Using Share Sheets in Daylite

Share Sheets allow you to share content from Daylite directly with other apps and services. This feature is available via the share icon in various Daylite views and enables seamless sharing of contact data, notes or documents.

 

Receiving SMS

No, Fone&Text cannot currently receive SMS. Fone&Text only supports sending SMS messages via Apple Messages and Twilio. SMS can only be received through the respective service app (e.g. the Apple Messages app on your Mac).

 

Troubleshooting

 

Fone&Text window opens in the background

The Fone&Text log window appears in the foreground for incoming calls when the visibility is set as follows:

Window in foreground

To have the window open in the background, adjust the visibility setting as follows:

Window in background

 

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