Overview When your CallStream card payment terminal is integrated with a third-party CRM system, a receipt of every transaction is sent to the CRM system in XML format with the purpose of creating a r...
Overview Agents can take payments through the phone using the Virtual Terminal portal. This article describes the steps to create an agent or PCI user in the Nucleus portal that will have access to th...
Overview Agents can take card payments during calls by using the Virtual Terminal. This article describes the process to start a payment during a call, request the card number and CVV from the custome...
Overview This article describes the process to delete PCI agents from the Nucleus portal to remove their access to the Virtual Terminal. Prerequisites Access to the Nucleus portal. Solution Log in to ...
Overview The description of the numbers assigned to the PCI module can provide information about the assignment of the number and its configuration. If, for example, you want to identify the numbers t...
Overview PCI agents can be assigned to a unique Dial Through Access Number to use when receiving (inbound) or making (outbound) calls. This article provides the steps to assign any PCI number (Collect...
Overview If an agent is not able to recall their password for the Virtual Terminal, their administrator can reset it via the Nucleus portal. This article describes the steps to accomplish this. Prere...
Overview If the Virtual Terminal is connected to your CRM system, you will need to register the public IP addresses that are authorized to log in as an extra form of authentication. This article descr...
Overview Agents' personal numbers (landline or mobile) can be added to their profile as additional extensions to allow them to use their assigned PCI service (Collect, Fusion, Direct, etc.) from home ...
Overview This article provides information about an issue some users may encounter when accessing the Virtual Terminal after it has been integrated into a third-party CRM system. Information Customers...