3. Client settings

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3. Client settings

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You have to save the phone number of your clients in your client manager in order to recognize the number.

Open your clientmanager in your project manager pointing to Windows -> Clients.

Add a new contact to your client and add the contact name and phone number.

 

telephony_client

 

The next step is to open the client details by double clicking the client in the client list:

 

telephony_client_double_click

 

Point to the tab "Telephony". Now choose the project you want to start, when the client calls. In this dialog you can also add a new project "Telephony" for this client. If necessary, this dialog also allows you to start the Telephony project immediately.

 

telephony_client_telephony

 

If you have multiple contacts to one client, you can activate or deactivate the Telephony in the contact details:

 

telephony_contacts

 

Now your telephony module is set up and ready to work.