Enabling the Telephone Number Search

To configure the search for telephone numbers:

1. Open the Rights module.
2. Select Extras > Telephone Profile from the menu.

   The Telephone Profile dialog box opens.

   
3. Enter your company number, national and international prefixes etc. in the Tel. Number Search tab. For a description of the fields in this dialog. For further details, see Basic Settings for CRM.phone.
4. You can define that a caller's telephone number is truncated by one digit and searched for again, if the caller's number cannot be found in the database. Use the Truncated digits option to define how often a digit is truncated and the search repeated.
5. The telephone number search displays all matching numbers of companies and/or persons. To include matching company records in the search results, ensure that the Do not check hits for company number option is disabled.
6. Enable the CRM.phone check box to display the CRM.phone toolbar in Aurea.CRM.