Introduction

This document contains information on how to use SNAP Builder to reconfigure the feature and line buttons on your Crexendo desk phone.

NOTE: SNAP Builder is only used for feature/line buttons (not Soft Keys).  Feature/line buttons are located on the left and right side of you desk phone display screen.  The four Soft Keys are located at the bottom of the display screen.

This article assumes you have logged into the VIP User Portal at least once.

Getting Started With SNAP Builder

In the VIP Portal, the tool used to configure phones is called the SNAP Builder (SB). The SB works the same for all users and only works on desk phones. It is not for use for our mobile app or Web Phone.

Getting to the SNAP Builder (SB)

The SB is located in different places in the VIP portal depending on the permissions that you have in the portal.  Refer to the screenshot below for both Office Manager and User.

Office Manager

If you have Office Manager permissions in the portal, the SB is located in the INVENTORY center, under the PHONE HARDWARE tab. Then find the desk phone entry you are looking for. Click the gear button on the right side of the phone entry to launch the SNAP Builder.

User

If you have user permissions in the portal, the SB is located in the PHONES center. Then find the desk phone entry you are looking for. Click the gear button on the right side of the phone entry to launch the SNAP Builder1.

Inside SNAP Builder

After launching the SNAP builder, you will see a screen like what is shown below with a diagram of your desk phone on the left and a list of buttons on the right (blue and gray numbered circles).

Blue buttons are ones that are assigned a function while gray buttons are not. If the padlock icon (highlighted in gold) is unlocked, then you can edit that button.

Comparing SNAP Builder to Your Phone

If your organization is configured using Crexendo standard procedures, the buttons you see on your SNAP Builder screen should match the buttons on the target desk phone. In the example above, a total of four buttons have been configured. If these same buttons are not shown on the target phone, it means that your phone has been configured using customized override commands and the SNAP Builder will have no effect on your phone.

NOTE:  If you do not wish to have your phones configured using override commands, contact Crexendo Support to have them transfer control of your phones to the SNAP Builder.

Phone Pages

In the example above, you may also notice that that model has 10 buttons. But in reality, it has 10 buttons on page one. Most models of Crexendo phones have two, three, or even four pages of buttons. In SNAP Builder, to view the other pages, click the NEXT PAGE link (bottom right, above the SAVE button). When viewing the other pages, you will have a new set of unassigned buttons.

Editing Your Phone

You can either add a new button or change an existing button on any page.

Adding a Button

On the right, navigate to the desired page and choose a button entry that is marked “Unassigned”.  Click on the entry and it will expand and allow you to modify it as shown below.

Editing a Button

Navigate to the desired page and click on any unlocked button entry. It will expand and allow you to modify it as shown below.

• SELECT A FEATURE: You can choose from a variety of features.
• TARGET: Choose the target of the feature
• CUSTOM LABEL: Give that button an optional custom name which appears on the phone.

Example #1

Set button #4 to the SPEED DIAL feature. The target will be John’s phone number. The custom label can say: John. Now you can press that button to call John’s phone number.

Example #2

Set button #5 to the CALL PARK feature. The target will be a call park extension number that your organization has already set up. The custom label can say: Park1. Now you can park and unpark calls in and out of that parking spot.

Updating your Phone

Once you have selected your desired phone configuration, you must send that configuration to your phone. When this happens, your phone will reboot if it is idle. If it is not idle, it will wait until you end the call and then update the phone.

To send the configuration to your phone, click the arrow button next to the SAVE button and click the SAVE AND RESYNC option as shown below.

Available Features

The VIP Portal (version 42) offers the following list of features. You can have many buttons with the same feature.