Sagecrmw: Created page with "To view the phone information click on the "Phone" button. File:Sage_CRM_phone_option.png If your system is configured double clicking on the phone number will call thi..."

2018-03-14T15:54:39Z

Created page with "To view the phone information click on the "Phone" button. File:Sage_CRM_phone_option.png If your system is configured double clicking on the phone number will call thi..."

New page

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

[[File:Sage_CRM_phone_option.png]]

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

[[File: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.

[[File: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:"/>

Phone Screen - Revision history

Sagecrmw: Created page with "To view the phone information click on the "Phone" button. File:Sage_CRM_phone_option.png If your system is configured double clicking on the phone number will call thi..."