Make an outgoing call

Use the OpenFrame window to make an outgoing call.

Before you begin

Role required: sn_customerservice_agent, sn_customerservice.consumer_agent, sn_open_frame, or admin

Procedure

  1. Do one of the following:
    OptionDescription
    Click the phone icon in the banner frame. Enter the phone number in the Number field and click Call.
    Click the phone icon next to the Contact or Consumerfields on the Case form. Customer contacts and consumers can have multiple phone numbers.
    • If only one phone field is populated, a call is placed to that number.
    • If more than one phone field is populated, a dialog box displays the available numbers. Click the desired number to place the call and close the dialog box.
  2. When finished with the call, click End.