If you have purchased the optional ALB Computer Telephony Integration (CTI) module, you can make an outgoing call direct from:
Client Details - Contact Details tab
General Contact Details - Details tab
Service Contact Details - Details tab
Alternatively, you can search for a contact on the ALB TAPI Manager - Phone Book and call from there.
Either:
On the Contact Details
tab (for clients and services) or the Details tab (for contacts),
click 
next to the telephone
number you want to call. If using automatic time recording, the
timer starts.
Or, on ALB TAPI Manager - Phone Book, double-click the entry for the contact. The contact’s record is displayed and, if using automatic time recording, the timer starts.
The outgoing call pop-up appears at the bottom right of your screen to show who you are calling.
If the phone number you are calling has multiple contact name matches, ALB shows a header pop-up "Outgoing Call to one of several possible contacts" followed by a pop-up for each match, up to the maximum number you have specified for outgoing pop-ups.
If you have chosen a maximum number of pop-ups that is lower than the number of matches, it is possible that the contact name(s) displayed will be different to the person you are calling, as the contact names are taken in the order they appear on the ALB TAPI Manager - Phone Book.
On ALB TAPI Manager - Phone Book, you search for "Smith" and get 50+ results, each with a different phone number, address and so on.
You want to call Fred Smith, phone number 123456, so you double-click this record in the search results.
You notice the following:
ALB opens Fred Smith's record and the optional timer
The ALB TAPI Manager - Phone Book, that previously showed 50+ results, is refreshed and now shows only 2 results: Mr Fred Smith and Mrs Freda Smith, because they have the same phone number
The pop-up says "Outgoing Call to one of several possible contacts" and below that is Mr Smith’s name followed by Mrs Smith’s
Related topics