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Using CloudCall in Chameleon-i

CloudCall integration with Chameleon-i enables you to dial your contacts from the database using VOIP and record the outcome of the call whilst saving a recording of the call to a note in the record.

To make a call

  • Open the contacts record.
  • Press the 'CloudCall' button.
  • You will see the below pop-up.

  • You can select the device to make the 'Call from', you set the devices within the CloudCall portal, enabling you to pick from for example a desk phone, a softphone on your PC/Mac or even your mobile.
  • 'Call to' enables you to pick which one of the 3 stored numbers to call.
  • 'Make note' provides the resource to record the call, the outcome and create text notes of what was discussed.
  • You can also create a 'Follow-up' should you want a diary reminder to make another call.