Get Started

Once you have access to Virtual Office for NetSuite, go through the following steps to get started:

Gather Your Credentials

In order to use Virtual Office for NetSuite, you need:

Virtual Office for NetSuite is dependent on your Virtual Office extension also being logged in to either on your desktop or a mobile device.

Log in to the Integration

Single Sign-On is not supported for NetSuite; log in to the integration using individual system sign-on.

To log in to the integration:

  1. Log in to your NetSuite account.
  2. In the NetSuite additional authentication screen, enter the answer (received from your supervisor) to the secret question in the Answer field.
  3. Click Submit. The NetSuite Home Dashboard screen displays.
  4. Select the 8x8 for NetSuite section to expand it.
  5. Select Click here to open 8x8 panel to open the 8x8 floating browser.
  6. In the Setup screen in the 8x8 floating window browser:
    1. Select Virtual Office from the upper right-hand corner drop-down menu.
    2. Click Save. Single Sign-On is not supported.

    The Advanced setup screen appears the first time you log in and after clearing your browser cache. You can access it under Settings > Advanced tab.

  7. At the prompt, enter your user ID and password to log in to Virtual Office for NetSuite. Consult your supervisor for credentials.
  8. You are now logged in to the app.

Note: Multiple invalid login attempts may lock you out.

Ensure the Integration is Activated

In order for your integration to function, ensure that the integration is connected with NetSuite via your settings. The integration is enabled by default.

To activate the integration:

  1. Click the Settings icon in your integration panel.
  2. Go to Integrations > Netsuite > Connect. If connected successfully, you see a message summary.
  3. Click X to return to the main screen of the integration. Your integration is now active.

Tour the Interface

The Virtual Office for NetSuite interface consists of a navigation menu with the following menu items.

Access Records

From the Records tab, browse or search for records from your contact directory and/or NetSuite to make calls. Simply hover over the desired record, and click the Call icon.

Note: Enter a minimum of four characters to search for a name or number.