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To view the phone information click on the "Phone" button.

Sage CRM phone option.png

If your system is configured double clicking on the phone number will call this number.

Sage CRM phone outlook numbers.png

To record a communication click on either the "Phone In" or "Phone Out" buttons and fill in the details of the call.

Sage CRM phone note text.png

Note: Calls can be made if the "callto:" function is supported by your CTI system (Skype is an example of one that does support this).

This is controlled via the setting

   <add key="ctiprefix" value="skype:"/>

To change to use callto: edit the setting in the web.config file on the CRM server

   <add key="ctiprefix" value="callto:"/>