Working with Calls
Calls
Phone Connect differentiates between two types of calls: Incoming Calls and Outgoing Calls.
Incoming Call
As soon as an incoming call is received, the Phone Connect Tray Application automatically opens the Caller Card. Phone Connect categorizes calls into the following types:
| Category | Description |
|---|---|
| Contacts | Opens the Contact Caller Card and displays information about the contact and, if available, the associated debtor and creditor. |
| Debtor | Opens the Debtor Caller Card and displays information about the debtor. |
| Creditor | Opens the Creditor Caller Card and displays information about the creditor. |
| Internal | Opens the internal Caller Card. |
| Unknown | If no information is found about the caller, the Unknown Caller Card will open. |
| Custom | This Caller Card will be displayed if a custom Business Central extension is present. |
Once the incoming call is recognized by the Tray Application, it will show a window with the key information about the caller.
Info
In the case of an unknown call, a new debtor, creditor, or contact can be created or the number assigned directly through the Unknown Caller Card.
Outgoing Call
There are two ways to make an outgoing call with Phone Connect:
| Category | Description |
|---|---|
| Callback Factbox | The Callback Factbox is accessible from the Contact, Debtor, or Creditor Card. Simply click on the phone icon in the Factbox to start the outgoing call. |
| Callback Action | This action is found in the Phone Connect call history and can be activated here. |
Manual Call Entry
Phone Connect allows you to manually document a call that was not made through the Phone Connect Tray Application. The user can create a manual call entry either through the Phone Connect Call History or via the Factbox action integrated into certain pages of Business Central. Examples of this include the Customer or Contact Card.
Creating the Call Entry through Call History
Follow these steps to create a manual call entry via the Call History page:
- Navigate to the Call History via the search.
- Click on Create Manual Call Entry.
- Fill out the required fields.
- The call entry will be created and saved in the system.
Creating the Call Entry through the Factbox
In the Phone Connect Factbox, which can be found on pages like the Contact Card, a manual call entry can also be created through a dropdown menu.