Dial contacts

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If your IP phone solution is correctly configured, you can call a contact directly from SuperOffice CRM in one of the following ways:

  • Click a telephone number in the Company screen
  • Click in a dialog.
  • Right-click a person in a section tab and selecting Call name.
  • Dial contacts.

Dial a contact from the Follow-up and Document dialogs

You do this using the telephone button in, for example, the Follow-up and Document dialogs:

  1. Open a follow-up or document.
  2. Select the required contact in the Contact field in the dialog.
  3. Click the call button next to the contact field. A list of numbers for the selected contact is displayed.
  4. Select the number you want to call. The contact is then dialled.

Call from section tabs (to contacts, selection members, stakeholders, attendees)

  1. Go to a section tab containing contacts.
  2. Click a phone number in a column containing phone numbers. The contact is then dialled.

Technical requirements

To use the telephone functions in SuperOffice you may need to install TAPI software.

Suggested suppliers

  • Standard Windows dialing software
  • Panasonic TSP
  • PBX Dial

Preferences

If IP phone, Skype or FaceTime is installed, you can make phone calls from SuperOffice CRM. The Phone-link format preference must be set correctly, either in Preferences > Default values or in Settings and maintenance. In Settings and maintenance the phone preferences can be set for individual users, user groups or system-wide.

Available parameters

  • IP phone: tel:%p (default value)
  • Skype: callto:%p
  • FaceTime: facetime:%p

Template variables can also be used in the phone parameters.