BroadSoft UK

Dialing settings

This page allows you to turn dialing on and off from all the different types of application that the software supports.

Dialing options

Method of dialing

Description

Expected behaviour

Typical use

Clipboard dialing When copying a valid telephone number to clipboard. Each time you copy a valid telephone number a small bubble will appear that will ask you if you want to call that number. If you want to dial a telephone number contained within an email (e.g. Microsoft Outlook) or a spreadsheet (e.g. Microsoft Excel) copy that number and CRM Connect will make this call. For more information on valid telephone numbers see Criteria section.
Application dialling Most CRM applications store telephone numbers in textboxes. Application dialing can be trained to recognize these fields and place a dial button alongside them. Once CRM Connect has learned your application, you will see one of two options. Either a dial button appears on the right hand side of a textbox, or you will have to hover with your mouse above that textbox in which case the Dial and Hang up buttons will appear also on the right hand side of the textbox. If you want to dial from Windows PC applications (e.g. Microsoft Outlook's Contacts) our software will provide a dial button for textboxes where the telephone number is held. For more information on valid telephone numbers see Criteria section.
Focus dialling Dynamically scans and recognizes any numbers in textboxes that look like telephone numbers. It will highlight any valid telephone number within a textbox you have clicked on (based on the criteria you've set) and provide you with three options: Dial, Hung up and Dismiss buttons. Recommended to use only if the Application dialing option is not appropriate. Focus dialing can be used for any type of Windows-based application that stores telephone numbers within a textbox. For more information on valid telephone numbers see Criteria section.

Dialing Handler

Internet Explorer (native) To dial a telephone number directly from Internet Explorer. It turns valid telephone numbers into dialable hyperlinks. If you use a web-based CRM or visiting websites with contact details that include a telephone number that you want to dial. For more information on valid telephone numbers see Criteria section.
Internet Explorer (add-on) To dial a telephone number directly from Internet Explorer.

For configuration details, click here.
After enabling the add-on, you will be able to control (via IE Toolbar) whether or not you want the extension to turn valid telephone numbers into dialable hyperlinks. If you use a web-based CRM or visiting websites with contact details that include telephone numbers that you want to dial. For more information on valid telephone numbers see Criteria section.
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