This plugin opens the contact record in Exact Online, creates a new contact if the inbound caller is not found, and opens an activity bound to the account or contact when the call ends, so the agent can take notes.
Launching outbound calls from the Exact Online’ interface is already available using the “hotkey dialing”feature. You simply select the
phone number in the Exact Online interface and press the configured hotkey in order to dial that number and automatically connect the call to your extension.
Inbound Calls
When an inbound call arrives at your extension and a contact is matched, the contact record will be automatically shown in your selected browser.
When the call ends and the option “Enable Journaling” is checked, the plug-in will open a new activity dialog, already bound to the account or contact matched, where you can enter notes about the call that just finished.
f a contact is not matched and the option “Create new contacts if not found” is checked, a new contact will be created and shown so can you update its details.
Launching Calls from Exact Online
You can launch outbound calls directly from Exact Online using the “hotkey dialing” feature. This is an already existing feature available when installing 3CXPhone for Windows. The Exact Online plugin for 3CX Phone System does not add any additional functionality for outbound calls, because it is not needed.
In order to enable the hotkey dialing functionality, please refer to the Make Calls Using Hotkey Functionality section in the 3CXPhone for Windows manual.
Once the hotkey dialing has been configured, you just need to select the phone number and press the hotkey. The number will be pasted on your 3CXPhone for Windows dial-pad screen and you can launch a call by simply pressing the call button.
