Telephony Integration
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Vertec supports dialing from Vertec via URI. To use this functionality, the system setting Telephony > Support dialing via uri must be activated (default).
When dialing from Vertec (right mouse button on the number > Call), Vertec transmits the number via ExecuteURL as tel: URI to the local telephony client.
This also works with the web app if a telephony client is installed on the local client.
Calling from Vertec is possible on any Communication Channel , such as phone or mobile, by right-clicking:
Also select directly in lists via context menu:
Vertec also provides connections to telephony systems. These connections, also known as CTI (Computer Telephony Integration), allow both automatic dialing from Vertec and the handling of incoming calls.
In order to be able to detect incoming calls, the phone numbers must be saved in normalized form. Therefore, before using the telephony interface for the first time, a normalization process should be performed. This can be started from the menu Settings > Normalize phone numbers....
The communication channels (commschannel) in Vertec have an attribute NormalizedZiel
. There, the phone number is saved in a standardized (normalized) format:
Germany | +49 |
United States of America | +1 |
Greece | +30 |
Iceland | +354 |
The normalized number is visible in the context menu of the CommsChannel of type phone, mobile or fax:
If a number cannot be split correctly into its components (country code, region code, detail), the normalized form will be left blank. Errors during normalization occur if the format of the number is not recognized. For example, if the region code is not 3-digit or Detail is not 4-digit.
In case of errors during normalization, a warning is written to the standard log file. It shows which address entries have problematic numbers.