When you first launch the Desktop Client Application you will prompted to enter the hostname and port of the server you want to connect to. If no port is specified, the default port of 58080 will be used. The connection attempt will be validated.
If you are unsure of the port or hostname, you can check the iSymphony Client interface (See Desktop Client Installation v2.0.0).
Initial Setup for Legacy Client
When you first launch the Desktop Client Application you will prompted to enter the server URL. If you downloaded the Desktop Client Installer from the iSymphony Client interface (See Desktop Client Installation v1.0.1), simply paste the URL that you were provided and click OK.
If you did not copy the URL, or you downloaded the installer outside of the Client interface, enter the following URL:
ws://<ip or hostname of your iSymphony server>:58080
To access the settings for the Desktop Client Application select File->Settings from the top application menu.
This dropdown specifies the URL that the Desktop Client Application will use to connect to the server. You will have at least one Default server that is based on the URL you entered in the Initial Setup phase.
If the client requires additional URLs to access the panel, depending on the location of the user, they can be set up in the Administration interface. See Desktop Client Configuration.
This allows the user to add additional parameters to the configured iSymphony server. For example: this could be used to set the language of the application by providing the parameter
|Global Hotkey:||This field specifies the hot key sequence used to focus the Desktop Client Application. To change the hotkey, simply click the field and press the key sequence you want.|
|Predefined:||This drop down specifies which predefined CRM configuration the Desktop Client Application should use for application based popups. The predefined CRM configurations can be set up in the iSymphony Administration interface. See Desktop Client Configuration.|
This section allows you to specify a custom configuration for the CRM application popup.
Application Path: The path to the executable used for the popup.
Argument Format String: The string representing the arguments that will be passed to the popup application. You can use all the variables available in the web based CRM popup mechanism in this field. See CRM Widget for more information.
One of the major advantages of the Desktop Client Application is that you can now popup application based CRMs, just like web based CRMs.
- Add a CRM Widget to your dashboard like you normally would for web based CRMs. See CRM Widget.
- Set the Type to Application.
- Open the settings for the Desktop Client Application and choose a Predefined CRM configuration, or set up a Custom Configuration. See Settings above.
OS X requires the use of the
For example, if we want to open a URL in Firefox, we can use the following settings:
The documentation for the open command can be found here:
In some case you will want to clear out all settings for the Desktop Client Application, and start from scratch, as if you just installed the application.
To clear the settings you will have to delete or rename the iSymphony.json file. The location of this file will differ depending the OS you are running on.
Do not delete or rename this file while the Desktop Client Application is running.
Version 2.1+: C:\Users\<username>\AppData\Roaming\iSymphony Desktop\iSymphonyDesktop.json Version 1.x: C:\Users\<username>\AppData\Roaming\iSymphony\iSymphony.json
Version 2.1+: /Users/<username>/Library/Application Support/iSymphony Desktop/iSymphonyDesktop.json Version 1.0: /Users/<username>/Library/Application Support/iSymphony.json
Version 2.1+: /home/<username>/iSymphony/iSymphony Desktop/iSymphonyDesktop.json Versin 1.0: /home/<username>/iSymphony/iSymphony.json