Virtual Contact Center offers click-to-dial API that allows you to click hyperlinked phone numbers in CRM records to initiate outbound calls from the native NetSuite interface. This eliminates the need to enter an outbound phone number in the Agent Console control panel. The typical usage of click-to-dial is to create clickable hyperlink on CRM record to dial out on corresponding customer phone number.
To set up a NetSuite account to use click-to-dial functionality you must:
You must have access to a NetSuite account administrator role to perform this procedure.
To enable NetSuite web services and telephony integration:
NetSuite saves the settings. You can now configure click-to-dial in each NetSuite agent account that uses the feature.
To configure a NetSuite agent account for click-to-dial functionality:
Open topic with navigation