Broadsoft

Configuration > Dialing

Manage outbound calling methods and outbound number presentation:

configuration settings dialing

 

Dialing

Select the preferred method(s) for making outbound calls:

configuration dialing settings

NOTE: Different dialing methods are offered for varying application types. Not all applications will support all dialing types.

 

Clipboard Dialing

Enables quick dialing by selecting telephone numbers and copying, either by key sequence or mouse click:

clipboard dialing

After the number is copied to the clipboard, a dial prompt notification appears in the corner of the screen.

clipboard dial prompt notification

Click the call button to initiate the outgoing call:

call button

The pop-up prompt appears in the same location as the Preview Window – drag to a different corner to change where the notification appears

 

Focus Dialing

Presents a dial icon within compatible applications for any field in focus containing a telephone number:

focus dialing outlook

Click the dial icon to initiate the outgoing call:

dial icon

NOTE: The field must first be selected or in "focus" for the dial icon to appear and the telephone number must be in a valid format

 

Application Dialing

Presents a dial icon within compatible applications by hovering the cursor over a valid telephone number.

application dialing outlook

Click the dial icon to initiate the outgoing call:

dial icon

NOTE: Application dialing requires configuration using the Application Dialing Wizard, as follows.

Select "Add" to open the Application Dialing Wizard:

add application dialing wizard

With the desired application open, drag the target to the appropriate field:

application dialing wizard window

With the target on the telephone number field, the application details and green check will appear:

application dialing wizard window detect

Select "Next", and then "Save"

application dialing wizard next

Applications configured using the dialing wizard are displayed in the dialing menu:

applications to dial from menu

 

ScreenRead dialing

Enables any valid telephone number, detected through image analysis, to be dialed:

screenread dialing

Move the mouse cursor over the telephone number you wish to dial and hold CTRL-SHIFT. The orange detection box appears and attempts to detect a valid telephone number. If the number is successfully detected, the telephone number will be converted to a Click-to-dial field – just click to initiate the outgoing call.

NOTE: Telephone numbers are not always detectable within images due to font style, allignment or image clarity.

 

Automatic Number Presentation

Enables which pre-configured telephone numbers or area code to present on outgoing calls:

dialing automatic number presentation

Select "Nearest area code" or "Same area code".

Select a number from the drop-down list if no match is found.

NOTE: Requires Call Center Premium DNIS features enabled in the Telephone system and pre-configured telephone numbers for the users/organization.

 

Number matching

Nearest area code: Uses nearest geographical area code configured in the Telephone system "Call Center DNIS number."

Same area code: Uses exact match of dialed number and Telephone system "Call Center DNIS number."

number matching

 

Configuring BroadWorks Telephone system for Automatic number presentation

(For reference only - please consult your service provider for support.)

BroadWorks configuration for "outgoing as" - "Make outgoing call as" must be selected:

broadworks call centers outgoing as

DNIS number setup:

broadworks call center dnis number setup

broadworks modify dnis window

 

Dialing Helpers

Select a Browser extension or enable traditional telephony dialing interfaces:

configuration settings dialing helpers

 

Browser Extension

Web dialing enables Click to Dial of detected telephone numbers directly from a web browser:

browser extension click to dial

Select a web browser extension to install from the drop-down list:

browser extension drop-down list

 

Edge

Select Edge from the list of Dialing helpers in partnerCRM configuration. The default Windows browser will open from this action. It is recommended to set Edge as the default Windows browser.

Select "Get":

dialing helpers edge

Select "Add extension"

dialing helpers edge add extension

A confirmation will appear:

dialing helpers edge number added confirmation

The extension is enabled by default (green):

extension enabled default

The extension can be disabled by selecting it (red):

extension disabled icon

 

Opera

Select Opera from the list of Dialing helpers in partnerCRM configuration. The default Windows browser will open from this action. It is recommended to set Opera as the default Windows browser.

Select "Add to Opera":

dialing helpers opera

A confirmation will appear:

dialing helpers opera number added confirmation

The extension is enabled by default (green):

extension enabled default

The extension can be disabled by selecting it (red):

extension disabled icon

 

Chrome

Select Chrome from the list of Dialing helpers in partnerCRM configuration. The default Windows browser will open from this action. It is recommended to set Chrome as the default Windows browser.

Select "Add to Chrome":

dialing helpers chrome

Select "Add extension":

chrome add extension

A confirmation will appear:

chrome number added confirmation

Select "Always allow" upon initial use to remember these settings:

chrome always allow box checked

The extension is enabled by default (green):

extension enabled default

The extension can be disabled by selecting it (red):

extension disabled icon

 

Firefox

Select Firefox from the list of Dialing helpers in partnerCRM configuration. The default Windows browser will open from this action. It is recommended to set Firefox as the default Windows browser.

Select "Add to Firefox":

dialing helpers firefox

Select "Add":

firefox telephone number detection add

Select "Okay, Got it" to confirm:

firefox telephone number detection added confirm

The extension is enabled by default (green):

extension enabled default

The extension can be disabled by selecting it (red):

extension disabled icon

 

Traditional Telephony Drivers

Enable TAPI driver (dial only), "CallTo" protocol handler, or TAPI request handler:

NOTE: Refer to the manual of your TAPI-enabled application to configure dialing.

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