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Setting your Preferences
... Setting your Preferences Click Start > Preferences to access your User Preference options. Within the General section you can: ...
Using Activities
... Using Activities Displaying Activities Activities that have already been created can be accessed from within the record they're related to and are ...
How does Click to Dial/Call the number functionality actually work?
Inside forms and as part of a grid, it is possible to click a link and automatically invoke a softphone such as Skype to make a phone call. So how does this functionality actually work? Well you will need one of the following things: ...
Making telephone calls from Workbooks
Workbooks can be configured to work with a variety of telephone systems. Typically your browser will respond to one or more of the links below - you can try them out from this page. Configure Workbooks - in your Preferences - to use one of ...