Netsapiens

Configuration > Dialing

Gestisce i metodi di chiamata in uscita e la presentazione del numero in uscita:

configuration settings dialing

 

Composizione

Seleziona il metodo o i metodi preferiti per effettuare chiamate in uscita:

configuration dialing settings

Nota: Sono disponibili diversi metodi di composizione per diversi tipi di applicazione. Not all applications will support all dialing types.

 

Composizione dagli Appunti

Enables quick dialing by selecting telephone numbers and copying, either by key sequence or mouse click:

clipboard dialing

After the number is copied to the clipboard, a dial prompt notification appears in the corner of the screen.

clipboard dial prompt notification

Click the call button to initiate the outgoing call:

call button

The pop-up prompt appears in the same location as the Preview Window – drag to a different corner to change where the notification appears

 

Focus dialing

Presents a dial icon within compatible applications for any field in focus containing a telephone number:

focus dialing outlook

Click the dial icon to initiate the outgoing call:

dial icon

Nota: The field must first be selected or in "focus" for the dial icon to appear and the telephone number must be in a valid format

 

Composizione da applicazioni

Presents a dial icon within compatible applications by hovering the cursor over a valid telephone number.

application dialing outlook

Click the dial icon to initiate the outgoing call:

dial icon

Nota: Application dialing requires configuration using the Application Dialing Wizard, as follows.

Seleziona "Aggiungi" per aprire la Composizione guidata dell'applicazione:

add application dialing wizard

Con l'applicazione desiderata aperta, trascina il target nel campo appropriato:

application dialing wizard window

With the target on the telephone number field, the application details and green check will appear:

application dialing wizard window detect

Select "Next", and then "Save"

application dialing wizard next

Applications configured using the dialing wizard are displayed in the dialing menu:

applications to dial from menu

 

ScreenRead dialing

Enables any valid telephone number, detected through image analysis, to be dialed:

screenread dialing

Move the mouse cursor over the telephone number you wish to dial and hold CTRL-SHIFT. The orange detection box appears and attempts to detect a valid telephone number. If the number is successfully detected, the telephone number will be converted to a Click-to-dial field – just click to initiate the outgoing call.

Nota: Telephone numbers are not always detectable within images due to font style, allignment or image clarity.

 

Assistenti telefonici

Select a Browser extension or enable traditional telephony dialing interfaces:

configuration settings dialing helpers

 

Browser Extension

Web dialing enables Click to Dial of detected telephone numbers directly from a web browser:

browser extension click to dial

Select a web browser extension to install from the drop-down list:

browser extension drop-down list

 

Edge

Select Edge from the list of Dialing helpers in partnerCRM configuration. The default Windows browser will open from this action. It is recommended to set Edge as the default Windows browser.

Select "Get":

dialing helpers edge

Seleziona "Aggiungi estensione"

dialing helpers edge add extension

Apparirà una conferma:

dialing helpers edge number added confirmation

L'estensione è abilitata di default (verde):

extension enabled default

L'estensione può essere disabilitata selezionandola (rosso):

extension disabled icon

 

Opera

Select Opera from the list of Dialing helpers in partnerCRM configuration. The default Windows browser will open from this action. It is recommended to set Opera as the default Windows browser.

Select "Add to Opera":

dialing helpers opera

Apparirà una conferma:

dialing helpers opera number added confirmation

L'estensione è abilitata di default (verde):

extension enabled default

L'estensione può essere disabilitata selezionandola (rosso):

extension disabled icon

 

Chrome

Select Chrome from the list of Dialing helpers in partnerCRM configuration. The default Windows browser will open from this action. It is recommended to set Chrome as the default Windows browser.

Seleziona "Aggiungi a Chrome":

dialing helpers chrome

Seleziona "Aggiungi estensione":

chrome add extension

Apparirà una conferma:

chrome number added confirmation

Seleziona "Consenti sempre" al primo utilizzo per ricordare queste impostazioni:

chrome always allow box checked

L'estensione è abilitata di default (verde):

extension enabled default

L'estensione può essere disabilitata selezionandola (rosso):

extension disabled icon

 

Firefox

Select Firefox from the list of Dialing helpers in partnerCRM configuration. The default Windows browser will open from this action. It is recommended to set Firefox as the default Windows browser.

Seleziona "Aggiungi a Firefox":

dialing helpers firefox

Seleziona "Aggiungi":

firefox telephone number detection add

Seleziona "Ok, capito" per confermare:

firefox telephone number detection added confirm

L'estensione è abilitata di default (verde):

extension enabled default

L'estensione può essere disabilitata selezionandola (rosso):

extension disabled icon

 

Traditional Telephony Drivers

Abilita il driver TAPI (solo composizione), gestore di protocollo 'CallTo' o gestore di richiesta TAPI:

Nota: Fai riferimento al manuale dell'applicazione abilitata per TAPI per configurare la composizione.

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