Phone Actions

The details of the call are displayed in the CRM.phone Actions dialog box.

To display the CRM.phone Actions dialog box:

1. Click on in Aurea CRM.

   

   If a telephone number is assigned to more than one person or company, the caller can be selected from several possibilities in a drop-down list.

   You can start a workflow by double-clicking on a workflow in the list of Available Workflows. Workflows can also be started automatically.

2. The following information is displayed:
   • Condition: This field displays the current or last telephony event.
   • Task: This field displays the task associated with the condition, >> Configuring Tasks in the CRM.phone Administrator Guide.
   • Number: This field displays the number of the call.
   • Data: Additional data can be included with incoming calls. This data is displayed in this field.
   • ACD: The forwarding number (usually the call center group number) is displayed here.
   • Task Info: Additional information on the task is displayed in this field.
   • Hit: The number of hits found in the Company/Person info areas. If several companies or persons are returned, click in the field or on the arrow next to the field to open a drop-down list. Select the desired company or person form the list.
   • Detailed caller information: Displays information from the record selected under Hit. The fields displayed in the list are determined by your administrator.
3. Click the Close button to confirm your settings.