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bitHeadbitHead 

How to enable Click to Call on a User ?

Hi,

 

I have records listed in "Recent Contacts", both with green phone icons beside their phone numbers. One will fire the Open CTI onClickToDial event, the other will not. The green phone icon seems indicative that they both have clickToCall enabled, and they both have identical phone numbers. Why is triggering the onClickToDial event, and the other is not ?

 

However...the difference between the contacts is that one is also a user, and the other is not. If I go into the one who is a user, and look at his settings, the phone is dimmed there, and hovering tells me that Click to Call is disabled....but how to turn it on ?

Ashish_SFDCAshish_SFDC

Hi bitHead,

 

Usually The click to call gets disabled when the Softphone login is not available or expired, Please login to your softphone, refresh the page and try – that should resolve this issue.

Different products have different procedures to enable auto sign in to the browser and the process is specific to the CTI Product and the Browser.

 To automatically log in to your phone system without having to click the Log In button:
- Click Your Name | Setup | Call Center Settings | My SoftPhone Settings.
- Select Automatically log in to your call center when logging into Salesforce.
- Click Save.

Find further details on the H&T links below :

https://help.salesforce.com/apex/HTViewHelpDoc?id=cti_login.htm&language=en_US

http://www.cisco.com/en/US/docs/voice_ip_comm/cupa/click_to_call/8.0/english/user/guide/c2c1.html#wp1048438

https://support.skype.com/en/faq/FA10933/how-do-i-enable-skype-click-to-call-on-mozilla-firefox

http://www.salesforce.com/us/developer/docs/api_cti/api_cti.pdf page 32

If you have any further related issues you may also contact the Softphone provider or Application Manufacturer (AppExchange).

 

Regards,

Ashish, Salesforce.com

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