If your CRM is set to support click-to-dial functionality, you can dial a contact with one simple click.
Inside your CRM, Click-to-Dial can enable records to show hyperlinked phone numbers. If you click on a phone number, an outbound call will be initiated to this number. All call functionality will be the same, and calls will save in your CRM.
Trouble Shooting:
If you're experiencing issues with the Click to Dial feature, here are several key areas to check. These steps will help identify common problems that could be preventing the feature from functioning correctly.
1. Ensure the Click to Dial Feature is Enabled
Verify that the Click to Dial feature is turned on within your system's settings. In NetSuite, this can typically be found under user preferences related to telephony features. Check with your system administrator for specific instructions.
2. Telephony Preferences in NetSuite
Confirm that the telephony preferences in NetSuite are correctly configured. This includes:
- Setting the Telephony option to "CTI."
- Ensuring the CTI URL is properly entered, with no spaces. The end of the URL should display
{phone}rather than an encoded version (e.g.,%7bphone%7d).
If you need the specific CTI URL, it should be provided by your admin or IT team.
3. Browser Configuration
Ensure that your browser is properly set up to allow the necessary popups. For Google Chrome:
- Make sure that both
[*.]Contivio.comand[*.]Netsuite.comare added to the list of allowed sites for popups. This will prevent pop-up blockers from interfering with the Click to Dial function.
4. Check with Your Admin for Additional Settings
If the issue persists, there may be additional configuration steps or security settings specific to your organization's installation. Reach out to your admin to verify that all settings are correctly applied.