Making Calls From NetSuite
When you use the Telephony Integration feature, you can initiate calls from the following pages in NetSuite:
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Relationship record lists
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Phone call list
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Phone call records
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Relationship records
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Saved search results that include phone numbers
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Subtab lists on records that include phone numbers
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Any record, list, or saved search with a phone custom field
The Telephony Integration feature must be setup and enabled by your account administrator. See Using Telephony Integration. After the feature is enabled, users must set their personal preferences. See Personal Preferences for Telephony.
To make a call, click on the phone icon or underlined phone number from a list or record.
To end the call, you can hang up the phone or click the next phone number to end the current call and begin a new call.
For example, you go to Activities > Scheduling > Phone Calls > Search and click Create Saved Search to create a search of the phone calls that need to be completed today. From your list of results, you click the phone icon next to the first phone number in the list. Your phone then rings to signal the call is ready. When you pick up the receiver, the phone number is dialed, and your call is connected. To end the call, you click the phone number of the next customer and continue with the process.