Phone Screen

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

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

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

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:"/>