Page History
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| Result | Color |
|---|---|
| Accepted |
|
| Ignored |
|
| Declined |
|
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Sign-In
As soon as the app is launched, it carries out an automatic login.
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Within the "Settings" menu, you can easily toggle between the light and dark modes, designate the application as a tray icon, and switch between various zoom levels. Furthermore, this section provides visibility into the storage locations for call history and logs on your computer.
| Category | Setting | Description |
|---|---|---|
| Appearance | Theme | Allows to switch between a light and dark mode This setting doesn't require to be saved |
| Tray icon | Allows to use the tray icon This setting requires a client restart | |
| Zoom-Level | Allows to adjust the zoom of the view This setting has to be applied with the save button | |
| Location | Call History | Path of the call history database |
| Logs | Path of the client logs |
Logout & Quit
| Tip |
|---|
Did you know? The clients remembers the positioning and size of the window when you close the application. |
Using the "Logout" option, you can securely end your session when needed.
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Contact
If the caller is already known and stored in the CRM, clicking on the globe symbol, which is the contact option, will redirect you to the CRM in Dynamics.
Action Buttons
Action Buttons allows you to access predifined functions such as callback, call notes and more with one click.
| Note |
|---|
Please make sure that you have defined the targets for the actions. For example you have to configure Microsoft Teams as target for "callto" in order to use the callback function. |
History Tab
This data is archived in the 'History' section for future reference. The 'History' window also features a search function to quickly find past call records. It is also possible to search in the details of each call.
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