Choose what happens when you click a phone number

Available on all plansHow-toOpen in DealJourney

Every phone number in DealJourney is clickable: in lists, on a customer or contact card, in a ticket, and in the dialler. What a click actually opens is decided by your computer, not by DealJourney, so the only thing we control is the kind of link we hand it. That is a company-wide choice, and it lives under Admin in Tenant Settings, in Click to dial: What happens when someone clicks a phone number anywhere in DealJourney.

  1. 1Link type - Most phones and softphones answer tel. Pick callto if your softphone only registers that, for example TelecomX Communicator. - tel: (phones and most softphones) is the default and the right answer for mobiles and most desktop softphones. - callto: (Skype for Business, TelecomX Communicator) - sip: (Zoiper, Bria and other SIP clients) - Custom link, for a softphone that registers its own address. Then fill in Custom link: The address your softphone registers, with {number} where the phone number goes. For example mysoftphone://call?to={number}
  2. 2Default country code - Added to numbers saved without one, so they still dial. Leave empty to dial numbers exactly as they are stored.
  3. 3Example shows What a click on this number would open. Check it before you save.

If nothing happens when you click a number, the link is reaching your computer and your computer has nobody to hand it to. Open your softphone's own settings and let it register as the handler for calls, then try again. If it only offers to register one kind, pick that same one here.

The country code is only added to numbers that do not already have one. A number saved as +47 or 0047 is left exactly as it is, so a company with customers in several countries can safely set the code for its own.

This setting does not affect Telavox. If your company uses the Telavox integration, a click places the call through Telavox and only falls back to this link when that does not work.

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