Calls
CTI by Simova gives the user the ability to start an outgoing call and pick up an incoming call.
Incoming Call
When the user receives an incoming call, the CTI Tray Application opens the caller card. CTI makes a difference between incoming contacts, customers, vendors and unknown callers. The CTI Tray displays the first important information of the incoming caller if the caller is existing in Business Central. If the caller is not existing in Business Central, the CTI Tray Application opens the card of the unknown caller. Both types of caller cards are opened when the call comes in. When the call is finished, then the user has the time to write down the information and after that he can close the caller card.
Outgoing Call
When the user wants to start an outgoing call, he has a few options. First, the user can go the way via contact card. In the top right corner the user will find the CTI Factbox to start the call. After clicking on the phone or mobile number, the outgoing caller card will open.
The second option for the user is to navigate to the CTI telephone entry list and start a callback. Also in this case the outgoing caller card opens.