Set up click-to-dial for adminstrators

Note: These instructions describe how an administrator can set up click-to-dial for a Contact. You can set up click-to-dial for other supported CRM objects such as Lead, Account, or Vendor.

To set up click-to-dial in Zoho:

  1. Log in to your Zoho account.
  2. From the Home page, select the Setup icon.
  3. On the Setup screen, click Modules and Fields under Customization
  4. On the Modules screen, click Contacts (or Lead , Account, or Vendor) under DISPLAYED IN TABS AS.
  5. On the Contacts screen. click Links and Buttons.
  6. On the Contacts screen, click + New Button.
  7. On the Create Your Button screen, enter the name of the button in the What would you like to name the button? field.
  8. Enter a description of the button in the Description field.
  9. In the Where would you like to place the button? drop-down list, select View Page.
  10. In the What action would you like the button to perform? drop-down list, select Invoke a URL.
  11. In the Construct Your URL field, enter: <https://cloud8.8x8.com/mapanelweb/public/launcher/click2dial.html?phone=${Contacts.Phone}&contextId=${Contacts.Contact Id};>. This URL is object specific.

    Note: By default, the phone field for click-to-dial is configured for the Contact object. However each URL is object specific as listed below:
    - For a mobile field, configure the URL as: <URL:https://cloud8.8x8.com/mapanelweb/public/launcher/click2dial.html?phone=${Contacts.Mobile}&contextId=${Contacts.Contact Id};>
    - For the Lead object, configure the URL as: <https://cloud8.8x8.com/mapanelweb/public/launcher/click2dial.html?phone=${Leads.Phone}&contextId=${Leads.Lead Id};>
    - For the Account object, configure the URL as: <https://cloud8.8x8.com/mapanelweb/public/launcher/click2dial.html?phone=${Accounts.Phone}&contextId=${Accounts.Account Id};>
    - For the Vendor object, configure the URL as: <https://cloud8.8x8.com/mapanelweb/public/launcher/click2dial.html?phone=${Vendors.Phone}&contextId=${Vendors.Vendor Id};>

  12. Click Save. The Contacts screen displays which lists the new click-to-dial button.