Copying Telephone Numbers

You can copy telephone numbers from CRM.phone and paste them into a telephone field in Aurea CRM win or Aurea CRM web.

For example, if a customer calls who is stored in the Aurea CRM database, but without a telephone number, you can copy the number from CRM.phone to the appropriate telephone field in Aurea CRM.

To copy a telephone number to Aurea CRM:

  1. Switch to a record containing telephone fields in Aurea CRM (e.g. a company or person).
  2. To copy the telephone number:
    • Aurea CRM win: Right-click on next to the telephone field.
    • Aurea CRM web: Click on (Make Call) next to the telephone field, see Copying Numbers in Aurea CRM web.

    A popup menu is displayed, except in the following circumstances:

    • Aurea CRM win: If the telephone field in the CRM.phone toolbar and the telephone field in Aurea CRM are empty and no number is stored in the cache (i.e. there is no number to call or copy).
    • Aurea CRM web: If a number is displayed in the telephone field in the CRM.phone toolbar or is stored in the cache and the telephone field in Aurea CRM web is empty. In this case, the number is automatically copied by clicking on (Make Call).
    • Aurea CRM win and Aurea CRM web: If the user does not have the necessary privileges to edit the telephone field.
  3. Select Copy telephone number from the popup menu.

    The telephone number is copied to the Aurea CRM field.

    Note: Numbers displayed in the CRM.phone toolbar are stored in the cache until the next call is received. You can therefore copy the number even when it is no longer displayed in the toolbar.