The Intermedia Unite NetSuite CRM integration allows users to use Intermedia Unite to click-to-call, get screen pops with caller information and log calls directly within NetSuite.

Adding a Domain in Hostpilot

In order to integrate Intermedia Unite with NetSuite, you need to add the domain you use in NetSuite CRM in your HostPilotĀ® Control Panel. Read our Knowledge Base article Intermedia Unite Integrations Management in HostPilot for more information.

Installation instructions

  1. Log in as an administrator to your NetSuite account
  2. Navigate to: Customization > SuiteBundler > Search & Install Bundles. Type Intermedia Unite  into the Keywords field and click Search.
  3. Click Intermedia Unite 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_unite&deploy=customdeploy_unite&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 Intermedia 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 Intermedia Portlet.

Note: Portlets adding need to be completed for each role of each user individually.

Changing Portlet Settings

Administrators can make changes to predefined settings in the Intermedia 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 Intermedia Unite 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 Intermedia 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 Intermedia 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 Intermedia link to the main navigation menu 

Navigate to Customization > Centers and Tabs > Centers Tabs > Intermedia > Edit > Center.  By default it's All, so the main navigation menu for all users contains the item Intermedia. 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.