Hi,
We would like a telephone directory function available in the outbound dialler feature. This directory could be team and/or user specific and include both lookup contacts from contacts and/or accounts in CRM but also external contacts.
Comments
Agree - phonebooks of external numbers locked down to specific user groups would be good, a filter in the transfer/consult window to only search a phonebook, ability to set the phonebook as the default for transfer/consult window and not contacts as some business units may rarely consult/transfer to contacts.
Category: Voice - Outbound Calling
This would be a great feature for our teams as well. Especially If it would also automatically relate the selected customer to the conversation which is currently not the case when starting a call from a contact.
Category: Voice - Outbound Calling
Administrator on 10/2/2023 3:04:48 PM
We are working on dialer integrated contact lookup search for April 24.