About this feature: A call icon is found adjacent to the telephone fields when viewing or editing user profiles, for any contact field with a listed phone number. This allows admins with phones connected to their computer, or admins on mobile devices, to dial directly from the profile.
- Click the person icon at the top of the screen and type the person’s name into the Quick Search bar
- Click on the person’s name from the list that appears
- In the “Main” tab, click on the “Contact” sub-tab
- Scroll down to the phone numbers
- If you have access to the Dashboard, you will also see the call icon next to the phone numbers listed in this section
- Click on the call icon beside the phone number
IMPORTANT: The application used to make the phone call will depend on the configuration settings on the device being used and cannot be controlled within the Better Impact software.
Note: This feature will only work for phone numbers that do not require an additional extension.