If you do not have any of the supported phone systems integrated with Tracker (CloudCall, Microsoft Teams, or RIngCentral), but you do use a soft phone or VoIP service you are able to use Click-to-Call within TrackerRMS to dial out directly!
Setup in TrackerRMS
- Go to Tools & Settings > Telephone & Text Settings and set the Telephony System to Automatic
- Click Save Settings
Setup in Windows
1. On your windows home screen, click in the Search Bar and then type Default Apps
2. Select the option displayed
3. On the Default Apps search section, type "Phone", and select Phone Link
4. From here, select your default VOIP or TEL protocol (in this example, we are using Microsoft Teams)
Making a Call within TrackerRMS
Once these settings have been configured, you can now use the click-to-call button next to the phone number fields to dial out.
This will present you with the click-to-call popup at the bottom of the screen:
Clicking the Call button will trigger your phone service to prompt you to dial-out:
