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Calls

Phone Connect 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 Phone Connect Tray Application opens the caller card. Phone Connect makes a difference between incoming contacts, customers, vendors and unknown callers. The Phone Connect 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 Phone Connect 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 Phone Connect 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 Phone Connect telephone entry list and start a callback. Also in this case the outgoing caller card opens.

Manually Create a Call Entry

Phone Connect has the possibility to create a call entry manually, this can be used to document a call, which are not made via the Phone Connect Tray Application. The user can create a call entry via the Phone Connect Call History, or via the Factbox action that is integrated in some pages in Business Central such as Customer or Contact Card.

Creating the Call Entry via the Call History

The following steps will guide you on how to create a call entry via the Call History page:

  1. Navigate through the Phone Connect role center.
  2. Click on the Call Management ribbon bar.
  3. Click on the Call History action.
  4. In the Call History page, there will be an action named Create Call Entry, click on this action.
  5. A new page will be opened, where the user can fill in the necessary information for the call entry.
  6. Fill in the information and click on the Create Call Entry action.
  7. The call entry will be created and saved in the system.

Creating the Call Entry via the Factbox

The following steps will guide you on how to create a call entry via the Factbox:

  1. Navigate to a master data card page where Phone Connect Factbox is integrated, such as Contact.
  2. In the Phone Connect Factbox, there will be an dropdown action named Create Call Entry, click on this action.
  3. A new page will be opened, where the user can fill in the necessary information for the call entry.
  4. Fill in the information and click on the Create Call Entry action.
  5. The call entry will be created and saved in the system.

See also