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
Stay Connected with ERBS
Read our latest updates
Enquire now
Get in touch
ERBS's Contracts module for SageCRM allows businesses to easily create and manage contracts, renewals and automatically generate sales orders based on the contract billing frequency, helping teams streamline operations, reduce manual effort, and improve billing accuracy. Fully integrated with Sage50 and Sage200 the auto generated sales orders can then be posted from SageCRM directly at a click of a button. Key Features: Contracts can be created directly from sales quotations or orders Supports multiple and custom billing frequencies (4 weekly, monthly, quarterly, annually) Contract and Product level Site management Process contract amendments midterm tracking historic changes and authorisations if required Easy Management of Annual Price Increases at product level Renewal and purchase order reminders and dashboards On Hold and Cancellation processes By connecting contracts directly to automated sales order generation, businesses can create a more reliable and scalable process for recurring business that help teams work smarter, improve visibility, and accelerate growth If you would like to find out more about the Contracts module for SageCRM please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.
SageCRM 2026 R1 is positioned as a Security and Compatibility release, focused on reinforcing the platform’s resilience, reliability, future readiness and long-term sustainability.
Learn how integrating SageCRM with your telephony system increases sales efficiency, improves customer engagement, and accelerates deal closures.