Enote is a cloud-based CRM/ERP system specifically designed to automate veterinary clinics, offices, pharmacies, laboratories, and pet stores. It is tailored to the needs of veterinary practice and provides comprehensive management of all aspects of an establishment’s operations.
Key integration features with Enote:
Display of a pop-up window in the CRM during an incoming call, allowing the user to view client information, access or create an animal’s record in a few clicks, and/or create a task.
Logging of call details after the conversation ends, with the option to listen to the call recording.
Making outbound calls with a single click directly from the patient database and/or call log.
Activation and configuration of the integration
The integration is configured individually by our Ringostat specialists. To set it up, please contact us via the support chat and provide the necessary configuration details.
What is required for integration setup:
Authorization key
Publication address
Additional phone numbers of employees who will participate in the integration
The authorization key and publication address can be obtained in the Enote interface by navigating to:
Settings → Equipment connection → Telephony → Cloud PBX → Configure
Additional employee phone numbers can be obtained in your Ringostat account by navigating to General settings → Employees.
Assigning employees
To display a pop-up window in the CRM during an incoming call and to log calls under the corresponding employees, it is necessary on the Enote side to link the additional Ringostat employee phone numbers to the respective Enote users.
The configuration can be done in the following section:
Settings → Equipment connection → Telephony → Cloud PBX → Configure → Assigned phones
In the Number column, enter the additional employee number from Ringostat, and in the Employee column, select from the dropdown list the employee in Enote who will be linked to that additional number. Then, save the settings.
Please note!
If an employee is assigned incorrectly in Enote, they will not see the pop-up window in the CRM during an incoming call.
If, after setting up the integration (on the Ringostat side), it becomes necessary to add more employees to the integration, you need to:
Add the employee assignments and additional numbers in Enote;
Contact us via the support chat and provide the list of new additional numbers that should be added to the integration settings.
Integration logic
When an incoming call from a client is received, all employees assigned in the integration settings will see a pop-up with call information in Registry → Call Center.
For calls from new clients, the client’s phone number and system buttons will be displayed, allowing you to create new entities with a single click.
For calls from clients whose phone numbers were previously saved in Enote, managers will see the following in the pop-up window:
The client’s phone number;
The client’s full name with the option to open their record;
The pet’s name;
System buttons for managing the interaction.
Outbound call from Enote
The configuration will work provided that employee SIP accounts are assigned in Enote → Settings → Equipment connection → Telephony → Cloud PBX → Configure → Assigned phones, and the PBX data is entered.
To make outbound calls, you need to:
In the Employee SIP account column, specify the SIP login assigned to the employee on the Ringostat side;
In the API settings, enter the PBX data:
PBX address: https://api.ringostat.net/a/v2
PBX authorization key and Project ID: specify the Auth key and Project ID, which can be obtained in your Ringostat account under Integration → Ringostat API.
Outbound calls can be made from the Call Log and the Patient Database.
To make a call from the Call Log, simply select the number you wish to call and click on it.
To make an outbound call to a client’s number from the Patient Database, go to Registry → Patient Database, select the desired patient (by clicking on the corresponding record), and then click the Call button.
When a call is initiated from Enote, it is first directed to the SIP account of the employee who initiated it. After the employee answers, the system forwards the call to the recipient.