Home Getting Started With HostedSuite Understanding HostedSuite v3 interface

Understanding HostedSuite v3 interface

Last updated on Jan 14, 2025

To begin your journey with HostedSuite v3, it's essential to familiarize yourself with the basic interface and its key functions. The interface serves as your gateway to efficient communication and management within your business environment.

Console

The phone system console is integrated into the HostedSuite portal, allowing easy access and call management. The console is broken down into several components:

Component Description
Call boxes The call boxes along the top of the screen show the active calls on the active phone.
Greeting bar Displays the greeting for the currently selected client.
Phone Toolbar Provides buttons for all call control functionality.
Search boxes Allow you to quickly search for a client or contact.
Client Information Displays information for the selected client.

Main Menu Overview

The main menu in HostedSuite v3 provides easy access to various features and settings to streamline your workflow. Here's a clear breakdown of each section:

Main navigation menu

Menu Description
Organization Manage clients, centers, contacts, and team-related settings.
Billing Handle services and charges within your organization.
Scheduling Organize schedules, meetings, and resources.
Phones Access and manage phone systems, speed dials, and call history.
Reports Generate and manage account-wide reports.
Security Control user access and permissions.
Settings Customize global account settings, including email, billing, and branding.

Client Info

The Client Info area provides details about the selected Client:

  • Left Side: Shows information about the selected Client and Contact.

  • Right Side: Lists all contacts within the selected Client.

Moreover, the associates section on the right displays an entry for every Contact in the selected Client. Clicking on a Contact's name activates that Contact, affecting the toolbar, visible phone numbers, etc.

Other sections

User account logout link

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