If the user has an 8×8, Shoretel or NSN phone system, we can activate the dialer functionality.

This allows the user to click dial link next to a phone number in our system and have it initiate a phone call. Also, the system can track incoming calls and bring up any matching records that share the same phone number.

When the dial link is clicked, the Phone Dialer window appears allowing you to initiate the call whilst logging the conversation.

You can also create a reminder by using the tick box at the bottom of the window.

Once a user has entered some notes, adjusted the event type etc, just click the Save Event link on the black bar at the top of the window.