Set up Click-to-Dial

With click-to-dial, you can conveniently click a phone number from a contact record and initiate an outbound call.

To set up click-to-dial:

  1. Go to Home > Set Preferences.
  2. Open the Telephony sub-tab.
  3. Open the Telephony option drop-down menu, and select CTI.
  4. Under CTI URL, enter{phone}, and save.
  5. To make a call, open a contact record, and click the desired phone number in the record.

    Note: You must be logged in to a Virtual Office client to complete the call.

  6. Your Virtual Office app phone rings first. Answer the call to dial out to the destination.