Sending Record Information
Learn how to send record information.
Note:
Whether this option is available depends on your telephone system.
Note: This option is not available in Aurea CRM web.
To transfer the current record when a connection has been established:
- Establish an internal connection.
- Click
(Send Record Information).
The current record is transferred to the other party:
- If you have edited the record and not saved your changes, you asked whether you wish to save the record.
- If the recipient has edited a record and not yet saved these changes upon receiving the record, the recipient is asked whether they wish to save the current record before loading the sent record.
- If the recipient is not editing a record, the recipient is asked whether the sent record should be loaded.