User guide

In order to fully use the add-on there are a couple of things that need to be done before:

1. Make sure that you have downloaded, installed and logged in to the Telavox Desktop Client.
2. Make sure that the setting to open up Lime CRM when a call is answered is set in Telavox Desktop Client.
3. Add your Telavox username and password on your coworker card in Lime CRM.
4. Make sure that Telavox Desktop Client is started.
5. Make sure that Lime CRM Desktop Client is started.

• Lime CRM Desktop Client v. 10.14 or later: To make a call through Telavox from Lime CRM you simply press the phonenumber in Lime CRM Desktop Client.

• Lime CRM Desktop Client v. 10.12 or previous: To make a call through Telavox from Lime CRM you need to press the link in the Actionpad on the person card or the main Actionpad when you have selected a person to call.

• An incoming call is shown in Telavox Desktop Client
• When the call is answered by pressing the green button, the phonenumber is transferred to Lime CRM Desktop Client
• Lime CRM tries to identify the phonenumber and if there is only one person with the number - that person card is opened on the screen