Phone Screen

From Accelerator for SageCRM

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:"/>