The Innosoft Phone Center is activated automatically when a call comes in or goes out. If the dialled number can be found in the address data (address or contact person), then all according information on the address are displayed. The call can either be accepted or rejected via the Phone Center. For each session a current caller list is created, and apart from that all calls are permanently stored in the databank. A memo is opened automatically when a call is accepted. It is possible to create a new procedure or a to-do from this memo. The memo is closed with "Esc", but all input is preserved.
Integration into the Customer Relationship Management
In the menu of the Customer Relationship Management is the entry “calls”, from which all essential functions of the Phone Center can be accessed:
- Accept call: Accepts the incoming call, the caller (if identified) is directly opened in the Customer Relationship Management.
- Terminate call: Terminates the current phone call
- Open active caller: Opens the currently active caller (if identified) in the Customer Relationship Management.
- Open last caller: Opens the previous caller (if identified) in the Customer Relationship Management.
- Open caller of last connection: Opens the last caller (if identified), with whom a connection has been established, in the Customer Relationship Management.
- Call list: List of all calls (incoming and outgoing)
Over the button for the contacting (red phone directly above the address) it is possible to get in touch via phone with the customer or the contact person when the customer entry is opened.
Technical requirements
- Telephone with CTI interface
- Installed TAPI device for the applied telephone
