Module Setup
The Phone Connect Module Setup is used to configure Phone Connect. This configuration can only be made by users with the permissions SIM_CTI Admin or SUPER.
General
Interface Selection
In Phone Connect, you can choose between two interfaces:
| Interface | Description |
|---|---|
| TAPI | TAPI enables the integration of telephone systems via the Telephony API. |
| Teams | Microsoft Teams enables seamless integration of telephony functions within Teams. |
Prefix Configuration
This section configures the prefix that Phone Connect should use.
Warning
The configuration may vary depending on the telephone system. If in doubt, please contact your phone system support.
Incoming Prefix
In rare cases, the telephone system may add a leading zero (or another prefix) to the transmitted numbers. If this is the case for your telephone system, enter this number as the incoming prefix. A common example of this is the "0".
Outgoing Prefix
The outgoing prefix in a telephone system is a special number or combination of numbers placed before the actual phone number to access the outside line. It is often used to differentiate between internal and external calls. For example, many companies use "0" as the outgoing prefix to indicate that the call is going outside.
Country Code & Area Code
The country code and area code must be entered in the corresponding fields. For Germany, the country code 0049 is required. After entering the country and area codes, the phone numbers must be trimmed with the corresponding action.
Internal Calls
With the Internal Call Number field, it is possible to simulate that phone numbers which have the digit length specified in the field, or are shorter than the specified digit length, are recognized as internal calls.
Info
Phone Connect counts the digits from right to left and checks how many digits have been specified and whether they match the internal numbers.
- If the Search for internal calls in the database field is activated, the contact card of the caller will open for an internal call.
- However, if the Exclude internal calls from the database field is activated, no caller card will be displayed for internal calls.
Warning
External calls may be mistakenly recognized as internal calls if they have a digit length too high for internal calls.
CRM Integration
Phone Connect offers a CRM Integration, which logs interaction records for incoming and outgoing calls. This feature must be enabled in the module setup to capture interaction records.
App Registration
The App Registration tab shows whether the app registration is correctly configured. For using Phone Connect in Microsoft Teams, App Registration is mandatory.
Callbacks
In the Callbacks tab, Callback Requests for sales quotes can be enabled. Once this option is enabled, a callback request will automatically be generated when creating a sales quote. The callback date will automatically be set to the due date of the sales quote.
Policies
Here, Call Policies can be configured.