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:

  1. Establish an internal connection.
  2. 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.