Phone Parameters

Use the following parameters to configure the behavior of telephone fields and of CRM.Phone.

To learn more about Phone Parameters, see CRM.Phone.

Note: Fields are defined as telephone fields in the data model. For example, Telephone column, Type "Telephone" and "Cell phone". For further details, see Data Model in the CRM.Core Administrator Guide.

Phone.ActivateBrowserOnCall

If checked, an alert message is generated and the browser is activated and brought to the foreground when a call comes in.

Note: The browser may not always be brought to the foreground as it depends on the user's local system and browser settings.

Default: Unchecked

Type: Checkbox

Phone.AutoSuggestFormat

Defines the formatting of country and area codes displayed as a ghost text in phone and fax fields (Expand and List view in Edit mode).

If you define the format as "+{countryCode}({areaCode})" the following ghost text is displayed:

Note: Telephone fields (and the mapping of country/area code fields) are defined in the data model, >> Data Model in the CRM.Core Administrator Guide (Info Area Options > Telephone).
Note: When creating new records the country and the area codes are only entered upon saving the record. Workaround: Define a Hook Function for the Country Code field (updating the country code as soon as the user selects a Country) and adapt the Select-Function for Postal Code to also update the Area Code field. Example in UPDATE_DEFAULT: FI details control.

The formatting of country and area codes (leading zeros, plus sign) as defined in the respective fields is stripped before the formatting defined with Phone.AutoSuggestFormat is applied.

To ensure the trimming of trailing blanks, you can define a format string like "+{countryCode}({areaCode}) {number}". The placeholder {number} is replaced with nothing thus preventing the former trailing blank from being trimmed. Later it may be replaced with the telephone number of the company (e.g. for person records).

If Phone.AutoSuggestFormat is undefined, no ghost text is displayed.

Type: Character

Phone.EmailSearchListGroups

Description: This field group(s) is used for the result listing the phone & email Search.

Default: FI.EmailPhone,KP.EmailPhone,PE.EmailPhone

Type: Character

Phone.FastCopyEnabled

Description: If checked, the phone icon displayed next to a phone field (in Expand view in Edit mode) offers a context menu (M_Telephone) that allows the user to choose between dialing the number (A_DialNumber) or copying the number from the CRM.Phone toolbar to the field (A_CopyNumber). For more information, see Copying Numbers in Aurea CRM.Web in the CRM.Phone User Manual.

Default: Unchecked

Type: Checkbox

Phone.IncomingCallAction

Description: Defines the action carried out when an incoming call is answered by CRM.phone. Available values:
  • Do Nothing: No action is carried out in Aurea CRM.Web.
  • Popup Question (default): Asks the user if he wants to open the URL or launch the process defined in their phone profile. For details, see Special Aurea CRM.Web options in the CRM.phone Administrator Guide.
  • Automatic URL Redirect: Directly opens the URL or launches the process (defined in the phone profile) upon answering an incoming call.

Type: Combobox

Phone.OpenIncomingInNewTab

Description: If checked (default), the defined action for incoming call is executed in a new tab.

Default: Checked

Type: Checkbox.

Phone.ShowOnCall

Description: If checked, the phone toolbar is displayed if collapsed upon incoming calls.

Default: Checked

Type: Checkbox.

TelephoneField.DisableLink

Description: If checked, disables the display of links in the Aurea CRM telephone fields in expand views or lists.

Default: Checked

Type: Checkbox.

Phone.PhoneBook.CacheMaxRecord

Description: If checked, disables the display of links in the Aurea CRM telephone fields in expand views or lists.

Default: Checked

Type: Checkbox.

Phone.PhoneBook.CacheSetting

Use this parameter to specify the caching behavior of the CRM.Web handler for CRM.Phone profiles. You can specify one of the following values:

  • -1: Set this value to disable caching.
  • 0: Set this value to enable caching on demand. This ensures that CRM.Phone profiles are not retrieved in bulk from the database but the records are retrieved and stored in the cache, only on receiving a request for a user’s phone profile.
  • 1 and above: Set this value to enable caching and retrieve the specified number of records from the database initially.

Default: 3000

Type: Number