You can easily call parents/donors directly from account, very useful for collections etc,
in order to integrate your phone (provider) needs to support TAPI driver or Click2Call
TAPI is currently available on any phone that supports it,
Click2call is available for mypbxmanager.net and we now added fluentstream.com - http://telpeer.com/ - Birns Telecommunications / Dynalink Communications.
Go to general Info > Phone, unhide column "Call" and once setup when you click the call button it will dial directly from your phone,
if log call is checked it will prompt you to type in notes about the conversation, 'Call me back next week' etc,
we would need your tenant name and your API Key,
Set call login url Should be set with your API Key,
Set call url should be set to https://api.fluentcloud.com/v1/call/TENANT/click2call/EXTENSION?numbertocall=%PhoneNum%&autoanswer=false, and replace TENANT And EXTENSION.
we would need your UserName And Password,
Set call login url Should be set To _username=USERNAME; _password=PASSWORD; _users=USERNAME; _pages=reset and replace USERNAME And PASSWORD.
Set call url should be set to https://www.mypbxmanager.net/actions/call/save/?stype=phone&phone=PHONE&snumber=&cnumber=1%PhoneNum%&callerid1=&callerid2=&answer1=0&submit=Call, and replace PHONE.