How to make a call from within VisNetic MailFlow

Sunday, September 14, 2008

Article 3 of 3 explaining the steps to implement VoIP in MailFlow with the 3CX IP PBX Phone System:

To make a call from within VisNetic MailFlow follow these steps:

  1. Ensure the following two articles have been followed:
    Enable VOIP in VisNetic MailFlow
    How to Create a VOIP Extension for an Agent

  2. Login to VisNetic MailFlow
  3. Search for a Contact by clicking on Contacts on the Left Hand Side
  4. Select the contact that was located and click on the Properties button at the top
  5. Click on the Call button at the top

This now will bring up the VOIP Call window
  1. Verify that the information listed in the FROM section is correct
  2. The Contact Name should be displayed in the TO section
  3. Verify which Dialing Code has been selected to be used
  4. Next enter in the phone number for this contact if one has not been specified already
  5. Click Dial


Once the call has started the Phone Notes window will open allowing the Agent to enter in phone notes while a timer is tracking how long the call has been established.