Calling from your saved contacts

Outbound calls can be placed via “click-to-call” speed dialling, using the customer’s contact record.

Call a saved contact #

1. On the sidebar menu click Contacts and a list of contacts is displayed
2. Select (or search for) the customer that you want to call by looking up the customer’s contact record. See Looking up a customer’s contact record.
3. In the Contact Information area, click the “click-to-call” icon ( )
   • For example:
   • If additional phone numbers have been set up as custom fields for the customer, “click-to-call” can be used on these numbers as well.
4. In the Call dialog, select the queue that the outbound call should appear to originate from. This determines the number for the outbound call that is presented to the called party.
   • If your company administrator has set a default calling queue and you are happy to use this, you do not need to select a calling queue. However, if you want calls to appear to originate from a different calling queue (because, for example, you are assigned to several queues with different contact numbers), you need to select that specific queue from the dropdown list.
5. Click Call and when connected, you will see the call control buttons