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We've just started rolling out the Collections Module. We'd like to have the ability to click on a Customer's Phone # / any other field, and have the phone # be dialed automatically through our PBX to the Customer, including any pauses, extension choices, etc.
To make things more complicated, we access our Great Plains through a Citrix Server.
Which Software / Hardware combinations have you seen which successfully perform this operation?
If none that you're aware of for utilization with the Collections Module, what about with the Dynamics CRM?
Should I be looking at a solution from the GP point of view, or from the PBX/Citrix direction?
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Hi James,
I think you are referring to an "auto dial" or "click to dial" feature. Tenfold offers this and a few more features. You can sign up for a 7-day free trial to see if this will work out for your business. You can check their integrations here www.tenfold.com/integrations
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