Toolbar

Learn about the toolbar icons and their functions.

The following telephony functions are available from the toolbar and the Aurea CRM.phone dialog box:

Icon

Function

phone

win

web

Answer call

Yes

Yes

Yes

Hang up

Yes

Yes

Yes

Pick up (pick up a call to another extension)

Yes

Yes

Yes

Transfer call

Yes

Yes

Yes

Redirect incoming call (to another extension without answering the call)

Yes

Yes

Yes

Hold (puts a call on hold or returns to a call currently on hold)

Yes

Yes

Yes

Transfer call

Yes

Yes

Yes

Send record information (once a connection has been established)

-

Yes

-

Conference call

Yes

Yes

Yes

Add participants to conference (only available in the update.seven phone dialog box)

Yes

Yes

Yes

Permanently redirect to extension

Yes

Yes

Yes

Display the telephone directory

Yes

Yes

Yes

Call history

Yes

Yes

Yes

Disable actions

Yes

Yes

Yes

Display CRM.phone actions (not in the toolbar in Aurea CRM web)

Yes

Yes

-

Reset

Yes

Yes

Yes

Display update.seven phone dialog box

Yes

Yes

Yes

Dial

Yes

Yes

Yes

Quick dial (only in the Aurea CRM win toolbar)

-

Yes

-

Note: These commands can also be executed using keyboard shortcuts, which you can define yourself, see Customising Keyboard Shortcuts.

Your administrator can define additional functions that can only be accessed in Aurea CRM win using the Additional Functions button, see Additional Functions.