Overview of Automated Dialer

In order to initiate a call to a customer from within the system, a context menu item Go To Automated Dialer is available on the Person context menu. To call a customer displayed in the current context, choose this option from the person context menu and a window appears, showing a list of phone numbers defined for that person.

Select the desired phone number and click Dial.

Note:

Context Entry Secured. The navigation key for this window automatedDialer refers to an application service to facilitate application security. If your installation does not support an integration with external dialer software, configure the security settings to ensure that users do not have access to the application service for this context entry.