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asoyer Click to Dial formula
I have a custom Account Related List which shows a M:M relationship(custom object) between Accounts and Contacts. I currently have a formula field defined on the custom object which displays the Contact's phone number. The formula is defined as TEXT.
My understanding is the "click to dial" is automatically enabled for fields defined as PHONE.
How can I make the formula field mimic the PHONE datatype "click to dial" funtionality?
Not sure if this will work or not as I am not behind a PBX to test, but appears the field will populate correctly if formatted right....
http://wiki.taridium.com/Adding_Click_to_Call_to_Salesforce.com_Forms
I ran across this in the Help section.
Phone Dialer
HYPERLINK("http://servername/call?id=" & Id & "&phone=" & Phone, Phone)
creates a linkable phone number field that automatically dials the phone number when clicked. In this example, replace"servername"and"call"with the name of your dialing tool and the command it uses to dial. The merge field, Id, inserts the identifier for the contact, lead, or account record. The first Phone merge field tells the dialing tool what number to call and the last Phone merge field uses the value of the Phone field as the linkable text the user clicks to dial.
My question now is what do I need to put in for the "servername" and "call" command. The implementation is using an Avaya phone system.
I was finally able to get this to work. I looked at View Source on the SFDC web page and found the sendCTIMessage function. I was then able to get the right syntax.
Here is the formula :
HYPERLINK("javascript:sendCTIMessage('http://localhost:7332/CLICK_TO_DIAL?DN="&Contact_to__r.HomePhone&"&ID=&"& Contact_to__r.AccountId &"&ENTITY_NAME=Account')",Contact_to__r.HomePhone,"_self")
hello @asoyer,
can you ealborate how did you achieve it and what calling/dailing tool is used to make calls ?
Also what is the function of the custom field 'contact_to__r' ?