CRM Phone User and Installation Guide
CRM Phone User and Installation Guide
  • Home
    • Using this help
    • Notices
    • Documentation PDFs
    • Support
  • 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
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Documentation PDFs

Download the help in PDF format here.

Document Description
CRM Phone Installation Guide An installation manual for CRM Phone.
CRM Phone User Guide A user manual for CRM phone.
  • Home
    • Using this help
    • Notices
    • Documentation PDFs
    • Support

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