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