How to manage click-to-call settings for VoIP in AMS+

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.

This article explains how to turn on click-to-call in AMS+. When enabled, you can launch the Phone Dialer by selecting a phone number on Agent Records or Individual Records.

For more on VoIP setup, including training and related resources, see this feature overview.

Requirements

• Your agency's AMS+ account must be subscribed to the Elevate package.
• You must be logged into AMS+ as an Agency User.
• You must be assigned to a Security Group with the Manage Users permission.

Verify or turn on click-to-call

Note: Click-to-call is enabled by default in AMS+, but you can review or adjust it at any time.

Go to My Agency Settings.

Find and open the Phone Dialer & Call Queues setting.

Select the Click-To-Call tab.

Check the Activate Click-to-Call checkbox.

We recommend also turning call recording on if you want to record all inbound and outbound calls.

Select the Save Update button.

When enabled, selecting a phone number on an Individual Record or Agent Record will launch the Phone Dialer interface.

Legacy components

The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.

Legacy components in this section:

• Sales Record click-to-call — accounts using Sales Records
• Sales Enablement Visible permission — accounts using Sales Records

Sales Record click-to-call

For accounts still using Sales Records, click-to-call also works on Sales Records. When enabled, selecting a phone number on a Sales Record will launch the Phone Dialer interface.

Sales Enablement Visible permission

To access Phone Dialer & Call Queues settings, you must be assigned to a Security Group with the Sales Enablement Visible permission in addition to Manage Users.