You are here: Enable Telephony and Set up Click-to-Dial

Enable Telephony and 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.

For agents to enable and use click-to-dial, the Telephony tab be visible under Home > Set Preferences. Follow these steps if it is not visible.

To enable Telephony in NetSuite:

  1. Log in to NetSuite as an administrator.
  2. Go to Setup > Company > Setup Tasks > Enable Features.
  3. Open the SuiteCloud sub-tab.
  4. In the Integration Add-Ons section, enable Telephony Integration, and save.

To enable click-to-dial in NetSuite:

  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.


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