Did you know that you can call contacts directly from ClientSpace? You need a voice over Internet protocol (VOIP) application such as RingCentral Phone.
To call a contact:
| 1. | Open a contact record. |
The Contact Detail form opens.
| 2. | Locate fields marked with (Phone): Business Phone, Mobile, Fax, or Pager. |
| 3. | Click . |
The VOIP dialog opens.
| 4. | Click your VOIP application (for example, Open RingCentral Phone). |
The application opens. You may need to sign in before initiating the call.