ClickToDial module

Introduction

Click-to-dial is a digital communication system where a user can easily be connected with another user of the system in real-time. The click-to-dial class are always routed by a softphone, which eliminates the usage of any hard-line connection. Click-to-dial helps in managing direct response marketing, employee-manager communication, and other important communication needs of an organization. The employees and users can easily reach out to each other or any other connection within the organisation through Tactic ERP & CRM software. This module helps the users in managing phone calls with just one simple click. This module can work with any SIP server that is associated with an URL interface, an asterisk server, local software, and installed softphones.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module for accessing the functionalities in a better way.

Asterisk server

• The users need to make sure that they possess an asterisk server, which works for SIP
• The URL needs to be added within the ClickToDial module
• All the important criteria need to be filled
• The users need to create a new console user on Asterisk server
• The users may also need to edit files
• Provider VoIP need to be changed with SIP provider
• After completing the above steps ClickToDial will be ready to work with Asterisk server

OVH phoning service

You can find the documentation in the page OVH Module.

Local software that can manage "tel:" url

Managing calls with an already installed software that is able to manage link with “tel” syntax is very easy to set up for ClickToDial service. The users can set this by going to the ClickToDial module and setting up important options to use with module without any interruption.

SIP phone software

A SIP phone software, such as Ekiga or Linphone need to be installed in the users’ systems. For setting up ClickToDial with a softphone, the users go to the ClickToDial module setup page and type the URL linked with softphone.