User Menu

General Information

The User Menu is located at the top of the screen, on the bar with the Teliqon logo in the right corner:

The User Menu includes:

1. Your personal number - other system users can call you at this number using the call button via the WebRTC client (web phone).
2. Call button - clicking this button opens the built-in phone window for making and receiving calls.

During an active call, the user panel interface changes, providing access to additional call management tools:

3. The “Reminders” icon - opens a page for managing reminders and their settings.
4. Notification icon (“Bell”) - notifications will be sent here in the following instances:

• Changes in cards (clients, leads, tasks, deals, etc.) - notifications for all edits (made by you or your managers) in entities where you are the assignee or have previously made changes;
• New email notifications - provided that your email is integrated with Teliqon CRM. Detailed setup instructions are available at this link.

5. Theme Switcher - allows you to choose your preferred display mode:

• Light Theme;
• Dark Theme.

6. Language Switcher - allows you to change the interface language to Ukrainian or English at any time:

7. The Teliqon Products and Services (SSO) icon - clicking this button in the top right corner opens a modal window featuring all available Teliqon solutions.

With Single Sign-On (SSO) technology, you can switch between different services with a single click (for example, quickly navigate to the “Portal” or “Auto Dialer” from the CRM interface) without having to log in again.

Additionally, in this same window, you can request a consultation by clicking the “Get a consultation” button - this will open a window where you can select an available time slot to connect with a manager. You can also download a product presentation by clicking the “Download presentation” button.

8. Profile Avatar - provides quick access to your Personal Account settings. You can find a detailed guide on these settings in this section.

Reminders

You can quickly view your reminders on the user panel without leaving your current page. To do this, click the corresponding icon to open a pop-up window with notifications:

To view all reminders and their configurations, click the Show all button. This will open a dedicated page where you can easily manage all your notifications:

The Reminders page consists of the following main sections:

• Category selection tabs: features a category toggle (Calls/Notes), a calendar period filter, and a table displaying current reminders;
• “Other reminders” block: allows you to configure automated deadline alerts for “Tasks” and “Deals” with customizable timeframes (e.g., 1 or 24 hours in advance);
• Right sidebar: contains an interactive calendar for quick daily navigation and a “Notification preferences” section to enable email, push, or sound alerts.

Calls

This tab helps you track and manage scheduled customer communications. Reminders are added here automatically when you check the Add reminder to call later box in the “Call Summary” window after a call and complete the required fields:

Required fields:

• Title* - the task name (up to 100 characters) that briefly describes the purpose of the reminder;
• Set reminder at* - the date and time when the notification should trigger.
  • Date: Enter via keyboard in the "DD / MM / YYYY" format or select via the calendar window.
  • Time: Enter hours and minutes via keyboard.

Optional Field:

• Description - additional details, clarifications, or comments regarding the task (up to 100 characters).

Once the fields are filled, click the Save reminder button, and the reminder will automatically appear in the list within the Reminders section.

If needed, you can delete a single reminder by clicking the trash icon next to the specific entry, or use bulk actions via checkboxes:

• Select all: Selects absolutely all reminders within the active tab (even those on other pagination pages). This is convenient for completely clearing the list;
• Select all on page: Selects only the entries currently displayed on the active page.

After selecting the items, an action bar will appear at the top, allowing you to delete the chosen reminders with a single click on the trash icon:

Notes

The Notes tab is used to keep track of your personal notes and tasks, which can be created manually or linked directly to client cards:

To create a note, click Add reminder +. In the window that opens, fill in the following required fields:

• Essence* - choose the type of system entity to link the note to;
• Related to* - select the specific entity or contact the task relates to from the list;
• Title* - enter a brief name for the reminder (up to 100 characters);
• Set reminder at* - specify the notification date (manually or via calendar) and time.

Optional field: You can optionally fill out the Description field (up to 100 characters) to include additional details.

Once you fill in all the required fields, click Add reminder, and the entry will automatically appear in the list under the “Reminders” section.

You can manage the notes in your list using the action icons next to each entry:

• Edit: Click the paper-and-pencil icon to modify the note details. If you update the reminder time for an existing note, you will be notified again at the newly scheduled time;
• Delete individual: Click the trash icon next to a specific entry to quickly remove it.

You can also perform bulk actions using the checkboxes at the top of the table:

• Select all: Highlights every single reminder within the active tab, including those on other pagination pages. This is useful for clearing the entire list;
• Select all on page: Highlights only the entries currently visible on the active page.

Other Reminders

This section allows you to configure automated notifications to alert you as deadlines approach for tasks and deals:

1. Tasks and Deals: You can activate automated notifications for these entities by checking the Deadline reminder box. In both cases, the system schedules the reminder based on the value in the “Planned end date” field:

2. Flexible time configuration: Using the dropdown menu (set to “1 hour before” by default), you can choose the exact time interval for the system to alert you before the deadline expires.

Notification history

The Quick notifications panel allows you to instantly view recent events (such as missed calls or new emails) without leaving your current page. New notifications are highlighted with a yellow dot:

To view your full notification history, click the Show all button:

The page containing the notification history of events and emails will open:

The following tabs are available for easy navigation:

1. Activity log;
2. Mail;
3. Call history.

Activity log and Mail

These sections contain a complete history of actions and events related to all entities (leads, deals, clients, price lists, or tasks) for which you are responsible as a manager or have made changes. To view the general activity log for all system managers,follow the link.

Additionally, this section displays notifications for new emails in your inbox.

For convenient analysis, you can filter activity by entity and the specific action performed on it. To do this, click the Filter button and choose one of the available entities:

• Leads;
• Clients;
• Deals;
• Tasks;
• Price List.

If necessary, you can narrow your search by specifying the required operations for the selected entity in the “Actions” field. This combination of parameters allows for flexible filter settings, showing only the information that matters to you.

Once your parameters are set, click Apply filters to update the activity log. To return to the full list of events, use the Clear all button. If you wish to exit the filter window without saving changes, select the X icon in the upper right corner.

You can quickly navigate to a modified task, lead, client, price list, or deal card by clicking on its ID. This allows you to instantly analyze the changes made:

This functionality also extends to emails: click on an email notification, and the system will instantly redirect you to the Mail section for a quick reply.

You can also manually customize the notification system by selecting the specific Lead, Deal, Task or Price List events you wish to be notified about. These settings are available under Settings → Personal.

Call history

This section displays a detailed history of calls you have made or received as a manager directly from your account. This section tracks your personal activity, providing the date, time, call type, duration, and status for each entry:

For convenient analysis, you can filter calls by their type. To do this, click the Filter button and select one of the available call types:

• Incoming;
• Outgoing;
• Missed;
• Internal.

If needed, you can narrow your search by specifying a call status. Combining these parameters allows you to flexibly customize the filter and view only the information that matters to you:

After selecting the parameters, click Apply filters to update the call list. If you wish to return to the full list of calls, use the Clear all button. To close the filtering window without saving changes, click the (X) icon in the upper right corner.

The phone numbers in this section are active - you can quickly call a client simply by clicking their number. You can also add and view call notes.

To do this, click the corresponding icon next to the call and enter your note:

For more details on notes, please refer to the Calls section.

Personal Account

The Personal Account page looks like this:

Use this section to manage your personal information and update your password. Detailed information about Personal account features is available here.