Basic Settings for CRM.phone

. Learn how to perform basic settings for CRM Phone to get started with it.

Note: If you do not use CRM.phone, you still have to set the basic settings using the Telephone Profile option. You need these basic settings to search for phone numbers and e-mail addresses in Aurea.CRM.

The options used to configure CRM.phone are accessed from the Extras menu in the Rights module

To determine the basic settings:

  1. Open the Rights module.
  2. Select Extras > Telephone Profile from the menu.
    The Telephone Profile dialog box opens.
  3. You can enter the following information under Incoming Call and Outgoing Call:
    Option Description
    International The leading digits used for international calls.

    Country codes are standardized, e.g. Germany 49, United Kingdom 44, Austria 43. When dialing you must add a prefix to this country code. In Europe, a double zero is generally used; in Australia, '011' is used.

    Depending on the telephone system, you can enter the symbol + instead of the prefix of the corresponding country.
    National The leading digits used for national calls. In most countries, a leading zero is used.
    External number prefix The prefix required to call an external number. The prefix can include * or #.
    Note: Whether you need to enter the External number prefix depends on whether your telephone system includes the external prefix with incoming calls. If an external prefix has been configured in your telephone system, the prefix is included with phone numbers and you need to enter the prefix here. If your system is not configured to use a prefix, leave this field blank. You must always enter the prefix for external calls.
  4. Enter your country and area code and company number under Local Settings:
    Option Description
    Country code Your international country code.
    Area code Your area code.
    Own company no. Your local telephone number (without area or country code or extensions).
  5. Use the settings under Search Algorithm Settings to determine how telephone numbers are searched for, >> Searching Using the Complete Number.
    Option Description
    Truncated digits The maximum number of digits that are removed from the end of the telephone number during the search.
    Do not check hits for company number Enable this option to terminate the search even if only a person number is found.
  6. Click Save.
    The Save dialog box opens.
  7. Enter a name for the profile.
  8. Click Ok then Close