Telephone numbers as links in SageCRM
Nick Rainbird • May 8, 2021
Starting from version 2021 R1, all telephone numbers in Sage CRM are now formatted as telephone links. This allows a user to tap a telephone link on a phone-capable device to call a phone number.
On a desktop computer, when you click a telephone link, you are normally prompted to select an application (for example, Skype, Chrome etc) in which you want to open the link.
On the below Person Summary page you can see phone number fields are marked as Telephone Link fields.
The telephone links make it easier to work within screens, contact lists, and outbound call list within Marketing Campaigns so calls can be made directly and the links work with whatever device is being used.
Using telephone links to send a phone number to your mobile device.
You can also connect SageCRM to dial directly from a mobile device using Chrome. When you click the phone number in the SageCRM field you are prompted to select an application or device to make a call from. In this instance we will select the Samsung Phone.
This will send the phone number from the SageCRM record in Chrome to the mobile device to make the phone call when clicked on.
The browser handler for the link can now be associated with any software on the client machine that can consume phone numbers.
If you would like to find out more about the click to dial feature or require a demonstration please feel free to get in touch on
01494 490409
or email me at
nick@rainbirdbusiness-solutions.com
to discuss these further.
Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!
Nick
Entegraty Rainbird Business Solutions
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