Documentation
for
users
users developers
for
users
Documentation for developers
List of locations from which you can make calls In the system, there are four locations from which you can make outgoing calls. false W3sidGl0bGUiOiJTYWxlcyIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvIn0seyJ0aXRsZSI6IkN1c3RvbWVycyIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvY2xpZW50cy8ifSx7InRpdGxlIjoiV29ya2luZyB3aXRoIHRlbGVwaG9ueSIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvY2xpZW50cy90ZWxlcGhvbnkxLyJ9XQ== Sales /users/operating-activity/ ["users","Sales"] ["users","Sales","Customers"] users

List of locations from which you can make calls

In the system, there are four locations from which you can make outgoing calls.

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

Important!

The ability to make a call is available only if the task was created from the call card.
Thank you for your feedback.
Was this article helpful?
No
  • The recommendations did not help
  • There is no answer to my question
  • The text is difficult to understand
  • I do not like the described functionality
Yes
Previous article
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.
Next article
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.