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 so that dialing is possible across a variety of application types. Not all applications will support all dialing types.

 

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

 

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

 

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

 

Opera

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

 

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