List of locations from which you can make calls
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It is possible to call a customer from:

  1. The task list in the tasks area of the system.
  2. Task tabs in the notification list.
  3. Pop-up incoming call notification.
  4. Via the order and customer cards


The ability to make a call is available only if the task was created from the call card.

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Processing incoming and missed calls
When you receive a call, a notification with information about the caller will appear. From this notification, you can make a call or create a call-related task.
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Calls history in the customer and order card
Calls are recorded in both the order and customer cards after you talk to customers over the phone (if you have activated the linking of call history to customers and orders). Not all telephony systems are capable of transferring call records to the system, however.