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CRM Phone User and Installation Guide
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CRM.phone
About CRM.phone
Configuring CRM.phone
Using CRM.phone
Toolbar
Answering Calls
Dialling Numbers
Inquiries
Transferring
Direct Transfer
Switching between Calls
Sending Record Information
Conference Calls
Phone Actions
Quick Dial
Calling from an Aurea CRM Record
Copying Telephone Numbers
Using CRM.phone with Aurea CRM web
Using CRM.phone with Skype (Enterprise Feature)
CRM.phone Dialog Box
CRM.phone Settings
Call Configuration
Customising Keyboard Shortcuts
CRM.phone Keyboard Shortcuts in Aurea CRM win and Aurea CRM web
History Options
Additional Functions
Resetting the Telephony Software
Sending Aurea CRM win to the Foreground
Switch to Aurea CRM
Configuring the CRM.phone Dialog Box
Switching between CRM.phone Profiles
Installation Guide
Setup and Installation
Windows Installer Package for Aurea CRM.Web
Aurea CRM Phone User and Installation Guide
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CRM.phone
CRM.phone provides a direct connection to the customer data stored in Aurea CRM, allowing you to access this data immediately.
Using CRM.phone
The CRM.phone component is loaded automatically when Aurea CRM win or Aurea CRM web is started.
CRM.phone Dialog Box
The CRM.phone dialog box provides access to the telephony functions (pick up, hang up etc.) via menus and a toolbar.
Installation Guide
Learn how to set up, install, upgrade and patch CRM Phone.